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For an "Executive Decision" segment, Cramer spoke with Todd Teske, chairman, president and CEO of engine maker Briggs & Stratton (BGG) - Get Briggs & Stratton Corporation Report , which soared to three-year highs despite posting just a penny-a-share earnings beat and reaffirming existing guidance forecasts. Shares of Briggs are up 15% on just the past month.

Teske said that Briggs' strength stems from strong execution and a repositioning of its portfolio away from the residential market and into more commercial products. In the residential market, Teske said, the high-end has been strong, but they are now starting to see a pickup in starter homes and step-up homes.

The real opportunity for Briggs is in the commercial market, Teske added, saying that the company has just a 10% market share -- but new innovations, like engines that have a 500-hour maintenance window compared to the typical 100-hour window, are really making a difference.

When asked about the effects of steel tariffs, Teske said that tariffs are still in the early stages but they're keeping a close eye on all of their material costs. He noted that 85% of Briggs' products are still made in the U.S., but a shortage of skilled labor remains a problem.

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Cramer said this quarter might be the tipping point for Briggs, which is a lot less dependent on the weather and residential products.

Meanwhile, over on Real Money, Cramer says alternatives to stocks -- things like bonds, gold and real estate -- seem very expensive compared to owning stocks. Get his insights with a free trial subscription to Real Money.

Cramer and the AAP team note that Arconic (ARNC) - Get Arconic, Inc. Report reported very strong first-quarter results. Find out what they are telling their investment club members about the company's proxy battle. Get a free trial subscription to Action Alerts PLUS.

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At the time of publication, Cramer's Action Alerts PLUS had a position in ARNC.