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Cramer's 'Mad Money' Recap: Next Week's Game Plan

When asked about the effects of Hurricane Sandy on the building supply market, Fulton explained it will take time for the rebuilding effort to get into full swing. He said demand is already strong for both lumber and oriented strand board, or OSB, products, and that will continue as the building season gets underway.

Similarly, Fulton said Japan's rebuilding efforts after the tsunami there of a few years ago have also been slow to get underway because the primary concerns were for emergency shelter followed by the need to rebuilt infrastructure, both of which needed to be completed before a big rebuild in housing.

Cramer said that perhaps he sold Weyerhaeuser too soon as the company seems poised for a very strong 2013.

Herbalife Is Unhealthy

How can investors win big on the battle that has become Herbalife (HLF - Get Report)? Cramer said by staying as far away as possible and watching the fireworks from a safe distance.

Cramer explained that as the battle between billionaires Bill Ackman and Carl Icahn rages on, there's absolutely no way for regular investors to know what comes next. He said Ackman, who has accused Herbalife of fraud and is short the stock, has stated he expects shares to fall to zero. But that depends on the government stepping in and indicting the company, said Cramer, something that may or may not happen.

As for Icahn, he's likely betting that Herbalife will either buy back a ton of shares or get a takeover bid, thereby forcing a short squeeze to wipe out Ackman. Cramer said this is why the fight is no longer over the fundamentals of Herbalife, but rather how the bad blood between these billionaires ail resolve itself.

Lightning Round

In the Lightning Round, Cramer was bullish on Synovus Financial (SNV), Accenture (ACN), SAP AG (SAP), Invesco Mortgage Capital (IVR), National Oilwell Varco (NOV), Camden Property (CPT), Bank of America (BAC), Wells Fargo (WFC) and Hormel Foods (HRL).

Big on Chips

In the second "Executive Decision" segment, Cramer spoke with T.J. Rodgers, president and CEO of Cypress Semiconductor (CY - Get Report), a sub-$10 stock that now 4.4%. Cypress manufactures programmable systems on a chip as well as controllers for touch screens and other devices.

Rodgers said there's still a big market for semiconductors, but what's changed is who's buying them. He said smartphones now rule the roost. When the economy turns, people stop buying phones, which feeds all the way to the chip manufacturers in short order. He said that while Cypress has always been run as a lean company, it is still working hard to cut additional costs from their balance sheet.

When asked about the company's dividend, Rodgers said Cypress will continue to pay one but the company has also bought back a lot of stock, even incurring some debt to do so. Rodgers said the buyback was the right thing to do as the stock was undervalued.

Cramer said investors who feel the world's economy has bottomed should do their homework because Cypress should be one of the companies to benefit from a global recovery.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on the notion that weakness in a stock is a buying opportunity. He said that companies like Schlumberger (SLB) and Accenture (ACN) are just two of many examples of stocks that blew up, only to recover in short order.

Need more examples? How about Starbucks (SBUX) and Procter & Gamble (PG)? Cramer said it's clear that this market forgives, forgets and then proceeds higher. These two and Schlumberger are also Action Alerts Plus holdings.

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

-- 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 CVX, PG, SBUX, SLB, UTX and WFC.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.
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