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NEW YORK ( TheStreet) -- After a gigantic run, a little fear and skepticism is good for the markets, Jim Cramer told his Mad Money viewers Tuesday. Alas, investors took off their rose-colored glasses from yesterday's session and returned to focusing on the negatives.
What were some of those negatives? First, it's just too darn cold outside, and that could put the brakes on restaurant and retail sales. Then there are the weaker-than-expected auto sales, which could mean deep discounts might be needed to move the excess inventory.
Sluggish home sales were third on Cramer's list. With homes not selling like hotcakes, even on National Pancake Day, that could have a ripple effect on the broader economy. Fourth, Cramer noted that the semiconductor stocks that were loved yesterday came under fire today after Best Buy (BBY) noted that PCs and tablet sales are faltering.
The market's fifth worry is China, Cramer told viewers. China just simply isn't contributing to the global economy, he said. While the Chinese government is making all the right moves, they aren't coming fast enough. Finally, there is oil. With oil prices starting to rise, the economy overall will lose a little steam.There were some positive in the markets however, and Cramer called out AutoZone (AZO) as an aggressive buy as well as Palo Alto Networks (PANW), which rallied 2% on the day. The good news is that the markets are acknowledging these fears, Cramer concluded, and that's exactly what it needs to do before it can resume its march to new all-time highs.
Executive Decision: Julia StewartIn honor of National Pancake Day, Cramer sat down with Julia Stewart, chairman and CEO of DineEquity (DIN - Get Report), purveyors of the Applebee's and IHOP restaurant chains. Shares of DineEquity are up 43% since Cramer last checked in with the company last June. Stewart said that National Pancake Day has been a huge win for the company over the years, raising over $16 million for charity; it's expected to top $20 million by the end of today. Moreover, she noted that "pancake day" was the number one search on Google for a period earlier today and the event is being tweeted every eight seconds, creating a ton of publicity. When asked about the company's social media strategy, Stewart said that the best social media comes from the heart because it is about engaging people where they are and being a part of the conversation. Turning to the topic of growth, Stewart said there are tremendous opportunities for both IHOP and Applebee's to grow both domestically and internationally, as well as opportunities for licensing, brand extensions and a whole lot more. Cramer agreed that DineEquity's best days are still yet to come. This company delivers not only for charity but also for shareholders with its recent 17% boost in its dividend and its stock buyback program. Must Read: Don’t Buy GE's Stock Above $24.60, Technical Charts Say
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