This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
See Cramer's multi-million dollar portfolio for FREE and get his new book Get Rich Carefully! Learn More

Cramer's 'Mad Money' Recap: Better Days for Europe

Add that to the fact that White Wave shares have been held lower while its former parent sold off its position in the company and, Cramer said, the shares are now a coiled spring, waiting to shoot higher.

Cramer said White Wave deserves to trade among its peers, at 1.5 to 1.6 times its growth rate. Using that metric, White Wave should be trading at $26 a share, or a full 30% higher than where it does today.

Winners in the Oil Patch

The American oil revolution continues, Cramer told viewers. With the differential between West Texas crude and its international Brent crude counterpart dwindling, there will be even more big winners in the oil patch.

Cramer explained that for the past few years, West Texas crude has been selling at a discount because the lack of infrastructure has meant the crude simply couldn't get to where it needed to go. But the spread of $16 a barrel between the two benchmarks in January has all but vanished now because new pipelines and rail has finally allowed supply to meet demand. This is a game changer, if you know which companies benefit the most, Cramer said.

Those that don't benefit are the refiners, as they are now buying oil at the higher Texas prices. That means it's time to sell HollyFrontier (HFC) and Marathon Oil (MRO).

But the big winners include the exploration and production companies that are now able to sell their oil for $16 a barrel more. Those winners include Continental Resources (CLR), Whiting Petroleum (WLL) and Kodiak Oil & Gas (KOG) in the Bakken shale and Concho Resources (CXO) in the Permian Basin.

Cramer said it's even time to take another look at the oil tanker business with Nordic American Tanker (NAT) because day rates for ships are finally on the rise now that Europe has bottomed and the U.S. economy slowly continues to improve.

Lightning Round

In the Lightning Round, Cramer was bullish on Ford Motor (F), Halliburton (HAL), Schlumberger (SLB), Walt Disney (DIS), Praxair (PX) and Airgas (ARG).

Cramer was bearish on Annaly Capital (NLY) and Cooper Tire & Rubber (CTB).

Off the Charts

Sequestration was supposed to kill the defense stocks, at least according to many of the bears. But that's why Cramer's mantra has always been "No one ever made a dime panicking." In his "Off The Charts" segment, Cramer went head to head with colleague Bob Lang over the chart of Northrop Grumman (NOC), to show just how wrong everyone "in the know" was about what sequestration actually means for this giant defense contractor.


Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
DOW 16,408.54 -16.31 -0.10%
S&P 500 1,864.85 +2.54 0.14%
NASDAQ 4,095.5160 +9.2910 0.23%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto
Advertising Partners

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs