Cramer's 'Mad Money' Recap: Looking on the Bright Side

Cramer said that Whole Foods remains a great story.

Lightning Round

In the Lightning Round, Cramer was bullish on Urban Outfitters (URBN), Linn Energy (LINE), LinnCo (LNCO), ConAgra Foods (CAG), PPG Industries (PPG), Mondelez International (MDLZ), American Axle (AXL) and TRANSDIGM GRP INC (TDG).

Cramer was bearish on Men's Wearhouse (MW) and Georgia Gulf (GGC).

Am I Diversified?

In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets.

The first portfolio included: Silver Wheaton (SLW), QuestCor (QCOR), Priceline.com (PCLN), Fastenal (FAST) and 8x8 (EGHT).

Cramer said this portfolio has good diversification.

The second portfolio's top holdings included: Heckman (HEK), Cisco (CSCO), Annaly Capital (NLY), Pfizer (PFE) and AT&T (T).

Cramer also blessed this portfolio as diversified.

The third portfolio had: Apple (AAPL), Exxon Mobil (XOM), Abbott Laboratories (ABT), Pfizer (PFE) and Johnson & Johnson (JNJ) as its top five stocks.

Cramer said that Abbott, J&J and Pfizer can't all live in the same portfolio and he advised selling J&J and Pfizer and adding General Electric (GE) and Mondelez International.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on the terrific quarter posted by Oracle (ORCL) Tuesday night. He said there were record-breaking numbers abound on the company's conference call because every area of the globe, including the U.S. and Europe, were performing well.

Cramer said Oracle expressed confidence on its call he's not seen in awhile. The company even scoffed at the notion the fiscal cliff is crimping IT spending. Even Oracle's acquisition of Sun Microsystems, a deal that was panned at the time, was noted as being one of the best acquisitions the company has ever made.

Cramer gave a tip of the proverbial hat to the entire team at Oracle for a job well done as it continues to take market share and bring corporate America into the cloud-based IT future.

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-- Written by Scott Rutt in Washington, D.C.

To email Scott about this article, click here: Scott Rutt

Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL, ABT, GE, MDLZ and SBUX.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC Universal or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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