In the end, Obama got what he wanted, said Cramer: increased tax receipts, and it's those receipts that are helping the U.S. Treasury slog forward until at least the end of this year. Until then, be thankful for the market rally.
Executive Decision: Dan Fulton
In the "Executive Decision" segment, Cramer sat down with Dan Fulton, president and CEO of Weyerhaeuser (WY), a stock Cramer owns for his charitable trust, Action Alerts PLUS. Shares of Weyerhaeuser are up 107% since Cramer first got behind the company in July 2010.
Fulton said Weyerhaeuser will be a major benefactor from the rebound in the U.S. housing market because the company not only owns millions of acres of timberlands but also produces lumber and building products and is a home builder. He said the pickup in home construction in California is especially welcome news for the company.
In addition to new home construction, Fulton also cited the repair and remodelling market as strong for Weyerhaeuser, as is construction overseas including Japan, China and Korea -- all big markets for the company.When asked about the price of the materials it sells, Fulton explained the pulp prices are firming after a period of weakness, but pricing for lumber remains high as a lot of capacity left the market during the downturn. He said some of that supply is starting to come back on line but the supply of lumber remains tight in some markets. Cramer said he likes what Weyerhaeuser has to say and predicts a multi-year move higher for the stock.
Lightning RoundIn the Lightning Round, Cramer was bullish on Halcon Resources (HK), Hertz Global Holdings (HTZ), Avis Budget Group (CAR), Whiting Petroleum (WLL), Plains All American Pipeline (PAA), Raytheon (RTN), Lockheed Martin (LMT), Williams Companies (WMB), Express (EXPR) and US Airways Group (LCC). Cramer was bearish on Dole Food (DOLE).
Executive Decision: Craig BernfieldIn his second "Executive Decision" segment, Cramer sat down with Craig Bernfield, chairman and CEO of Aviv REIT (AVIV), a newly minted REIT that came public back in March. Aviv REIT specializes in owning nursing homes and acute-care facilities for the elderly. Bernfield noted that his company's initial dividend has been set at $1.44 annually, which translated to a 7.5% yield at the IPO price and translates into a 5% yield today. He said the nursing home industry remains very fragmented, leaving lots of opportunities for growth in the future. When asked about some of the headlines warning of only an 80% occupancy rate, Bernfield explained that 100% of Aviv's properties have tenants, but those tenants are running at 80% occupancy, a statistic that doesn't affect the company directly. He said, on average, Aviv tenants are earning 1.6 times their rent, making them stable investments. Cramer said Aviv is shaping up to be another great dividend-paying stock and investors should look into the company.
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: Visa (V), Cummins (CMI), Kinder Morgan Energy Partners (KMP), Altria (MO) and FedEx (FDX). Cramer said this portfolio was perfectly diversified. The second portfolio's top holdings included: Pfizer (PFE), General Mills (GIS), Hershey (HSY), Heinz (HNZ) and Ford (F). Cramer said this portfolio was not diversified with Hershey and General Mills and needed to add an industrial and a retailer to round out its exposure. The third portfolio had: McCormick (MKC), Pall (PLL), Procter & Gamble (PG), Chevron (CVX) and IBM (IBM) as its top five stocks. Cramer advised selling McCormick and adding a health care stock in order to properly diversify this portfolio. 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
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