All the Right Moves: Cramer's 'Mad Money' Recap (Tuesday 1/14/20)

Jim Cramer ticks off all the good news for the stock market, from tariffs and earnings to energy and technology.
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With so much good news in the market, declines like we saw Tuesday should be seen as opportunities, Jim Cramer told his Mad Money viewers Tuesday. Those who see developments in the trade deal with China as a negative aren't seeing the forest for the trees.

Cramer said President Trump's decision to leave tariffs in place for up to 10 months -- until the Chinese make good on their promises -- should be applauded. The Chinese have a long history of reneging on their promises. Many skeptics thought a deal would never be possible, but Tuesday we learned that the U.S. has the advantage. Cramer noted that manufacturing, energy, foodmakers like Tyson Foods  (TSN) - Get Report, and railroads like Union Pacific  (UNP) - Get Report, are all poised to gain from the deal. 

The skeptics also felt that America would pay the price for tariffs, but that doesn't seem to be the case, as the Consumer Price Index data indicate. Cramer said America, it seems, can have its cake and eat it, too. 

Forget about a Phase 2 trade deal, Cramer concluded. Earnings, our economy, jobs and now trade are all working in our favor. Focus instead on the win.

Cramer and the AAP team are looking at everything from earnings and tariffs to the Federal Reserve. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.

Executive Decision:

For his "Executive Decision" segment, Cramer spoke with Kevin Sayer, chairman, president and CEO of DexCom DXCM, the glucose monitoring company with shares up 65% over the past year. 

Sayer explained that diabetes is becoming more prevalent in our society. That's why DexCom continues to make its products smarter and simpler to use, so everyone can take advantage of the many benefits that continual glucose monitoring provides.

DexCom pivoted several years ago from a physician-oriented company to a patient-oriented one, Sayer said, and that decision make a huge impact on his company's trajectory. 

Sayer also addressed DexCom's service outage over the Thankgiving holiday. He said simply, "This was our fault." DexCom takes its responsibilities to patients very seriously, he said, and they've learned from the mistakes that led to the outage so it won't happen again.

On Real Money, Cramer keys in on the companies and CEOs he knows best. Get more of his insights with a free trial subscription to Real Money.

Off the Charts: The VIX

In the "Off The Charts" segment, Cramer checked in with colleague Mark Sebastian to see if the market has become too complacent and might be setting itself up for a fall. Sebastian is an expert in evaluating the CBOE Volatility Index, commonly known as the VIX or the "fear gauge." 

Sebastian examined a daily chart of the S&P 500 and the VIX and came away encouraged, as the chart didn't show a lot of complacency as Cramer had feared. While the fear level is low, volatility spikes on even small pullbacks, signaling investors are more jumpy than they might appear.

Cramer said while this is good news overall, investors still must use caution so they don't get hurt on down days.

BlackRock's Sustainability Strategy

In his "No-Huddle Offense" segment, Cramer opined on the decision by BlackRock  (BLK) - Get Report to invest in sustainability. He said the decision is huge, as BlackRock has over $7 trillion under management and the clout to spur some real changes. 

The markets are likely to start paying up for companies that care about the environment and stakeholders over shareholders. That will start reducing the multiples being paid for those companies that don't. 

Even if you don't believe in climate change and sustainability issues, Cramer said, your portfolio will need to start paying attention to these increasingly important issues.

Lightning Round

Here's what Jim Cramer had to say about some of the stocks that callers offered up during the Mad Money Lightning Round Tuesday evening: 

Sirius XM Radio  (SIRI) - Get Report: "It needs more cars, but I'll stay bullish on it." 

Revance Therapeutics  (RVNC) - Get Report: "I think this is a great situation but I still like AbbVie ABBV." 

Dollar General  (DG) - Get Report: "They've managed tariffs so well. " 

Berkshire Hathaway  (BRK.B) - Get Report: "If you want yield, I like AT&T  (T) - Get Report or Verizon  (VZ) - Get Report." 

Park Hotels & Resorts  (PK) - Get Report: "I am worried about any 9% yielder in this space." 

Tandem Diabetes Care  (TNDM) - Get Report: "This one is good but DexCom is better." 

LTC Properties  (LTC) - Get Report: "I like long-term healthcare, but not the stocks. Stay away." 

Atkore International Group  (ATKR) - Get Report: "This is a great stock that no one knows about."

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