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Cramer's 'Mad Money' Recap: Out With the New

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NEW YORK ( TheStreet) -- It's out with the new and in with the old, Jim Cramer said on "Mad Money" Monday about the market's rotation out of many of the recent high fliers and into safer stocks that have yet to rally.

Biotech has been on a roll this year but today stocks including Celgene (CELG) and Gilead Sciences (GILD) fell out of favor and old pharma such as Bristol-Myers Squibb (BMY) and Merck (MRK) were the big winners.

In tech, Google (GOOG) and LinkedIn (LNKD) are out, while Intel (INTC) is back in fashion, along with Microsoft (MSFT) on rumors of a restructuring.

The rotation continued in restaurants, said Cramer, with McDonald's (MCD) rallying and Chipotle Mexican Grill (CMG) falling. In retail, Michael Kors (KORS) was out, but Wal-Mart (WMT) was in.

Cramer said all of these moves make perfect sense, if you're a money manager. He said managers can't afford to give up their gains from last month, so rotating into names that haven't moved a lot is a tried and true safety strategy. The markets are simply selling high risk and buying low risk.

The only place investors can get into trouble is in trying to scale back into high-yielding stocks like master limited partnerships and real estate investment trusts, Cramer said. These stocks are still too risky because concerns over the Federal Reserve and interest rates haven't subsided.

Executive Decision: Charif Souki

In the "Executive Decision" segment, Cramer once again sat down with Charif Souki, chairman, president and CEO of Cheniere Energy (LNG), the LNG export company that's up 48% since Cramer last spoke with Souki in January.

Souki said everything is still going according to plan, and he's pushing to have the first tankers filled with U.S. natural gas for export by the end of 2015.

When asked to respond to criticism the U.S. risks exporting too much of a valuable resource, Souki said the U.S. will always have the domestic advantage as $3 natural gas will incur a $3 shipping charge to get it to other parts of the globe. He said the Cheniere project has been years in the making and has spent billions to help America realize its natural gas potential.

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