Cramer said he is a believer in Timken and suggested the analysts go pick on companies that are not profitable rather than Timken, which is doing a fabulous job for its shareholders.
In the Lightning Round, Cramer was bullish on Pulte Homes (PHM), Martin Midstream Partners (MMLP), Workday (WDAY), Expedia (EXPE), Priceline.com (PCLN), Kroger (KR), Goldman Sachs (GS) and TJX Companies (TJX).
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: Johnson & Johnson (JNJ), Southern Company (SO), Pepsico (PEP), Wells Fargo (WFC) and Merck (MRK). Cramer advised selling Merck and adding an industrial stock like Eaton. The second portfolio's top holdings included: Ford (F), CMS Energy (CMS), Adobe (ADBE), Unitedhealth Group (UNH) and Lockheed Martin (LMT). Cramer said that this portfolio was perfectly diversified. The third portfolio had: CVS Caremark (CVS), Isis Pharmaceuticals (ISIS), Qualcomm (QCOM), Allison Transmission (ALSN) and Nike (NKE) as its top five stocks. Cramer also blessed this portfolio as diversified.