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Jim Cramer's 'Mad Money' Recap: Markets Look Bad Now? They'll Get Better

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NEW YORK ( TheStreet) -- The markets have been struggling to find their footing in 2015, Jim Cramer told his Mad Money viewers Wednesday. But for those investors willing to take a longer-term view, things have never looked better.

Admittedly, the markets are still spooked over falling oil prices, Cramer told viewers, but while the high-frequency traders are selling the entire S&P 500, as an individual investor you don't have to follow suit.

Must Read: 10 Stocks Carl Icahn Loves for 2015: Apple, eBay, Hertz and More

Cramer said the oil drillers deserve to go lower as oil prices fall and the banks deserve to go lower as they make less money in an ultra-low environment -- but those sectors only make up 25% of the overall market.

What about the other 75%? Cramer said if it's domestic, it's a winner, and that means everything from restaurants to retail to rails to supermarkets and a whole lot more. Procter & Gamble (PG) shares have fallen far enough where they're now attractive, Cramer said. Same with Boeing (BA) , which continues to sell every plane it can make.

Sure, it's tough to remain positive when the averages are plummeting, Cramer concluded, but with everything from gasoline to heating bills to mortgage rates falling weekly, how can you not be positive?

A Tale of Two Tech Stocks

When you're shopping for tech stocks, you want something that's proprietary, not a commodity, Cramer told viewers. To illustrate, he compared component makers SanDisk (SNDK - Get Report) and Skyworks Solutions (SWKS - Get Report) .

On the surface these two stocks may look the same -- after all, both companies have parts in the iPhone. However, SanDisk shares plummeted 14% after the company pre-anonunced a weak quarter, then fell again when the company reported.

Cramer explained that SanDisk makes commodity memory chips. Despite its recent weakness, there are still 26 analysts rating it a buy, 10 rating it a hold and only one with a sell recommendation. Not only is SanDisk getting crushed on sales and margins, the company is also falling behind on the next generation of memory chips from the likes of Micron Technology (MU) and Samsung (SSNLF) .

Compare that to Skyworks, a company that make proprietary communications chips. Skyworks is not only growing, it's taking market share and expanding its margins. The company last reported a double-digit rise in revenue, yet shares still trade at just 16.9 times earnings while SanDisk trades just below it at 15 times earnings.

Cramer said it's clear to see why Skyworks is the company to own and SanDisk is a company to avoid.

Must Read: What Jim Cramer Is Trading: American Express, SunTrust and Unilever

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