Cramer's 'Mad Money' Recap: The Bullish Facts

There are many companies in the temporary staffing arena, said Cramer. There are those that provide general labor services while others provide specialized workers like those in accounting, information technology and engineering. Cramer said the latter is the better play as those employees afford the staffing companies higher margins.

That's where Robert Half comes in, said Cramer. This company enjoys 40% margins and is a leader when it comes to placing accounting and IT professionals. He said the stock trades at 19 times earnings and the company has a 20% growth rate, which is better than its competitors like On Assignment (ASGN).

Cramer said that shares of Robert Half have already run up big, but the move has only just begun as more and more companies begin to navigate the new health-care requirements in our country.

What's Up With Herbalife?

The stock of Herbalife (HLF) has become a battle between hedge fund managers, Cramer told viewers, and that means individual investors need to head for the hills.

Cramer said he avoids battleground stocks like the plague because once the fundamentals stop mattering, there's simply no way to value a stock or figure out where it may be headed.

Herbalife saw the value of its shares almost cut in half after accusations were made the company was nothing more than a big pyramid scheme. However, after a pre-announcement today of better-than-expected earnings, shares have returned to the levels they enjoyed before the accusations.

Cramer said the hedge funds shorting the stock are betting the U.S. government will now step in and investigate Herbalife, something that will either put the company out of business or at least slow its growth enough to send its share price plummeting. But as Cramer noted, relying on th government is a tough strategy as you never know what, if anything, it'll do, or when.

Meanwhile, Herbalife continues to do what it's always done, put up great numbers and grow, grow, grow -- something that will make it increasingly difficult for the short sellers. Cramer reminded viewers that short sellers need to borrow the stock they short, so if everyone goes long on the stock, the shorts may be forced to cover their positions in a hurry.

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