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) -- It's hard to hate a market that's making so many new highs, Jim Cramer told his

"Mad Money"

TV show viewers Monday as he recapped the day's action on Wall Street. Cramer said with so many diverse stocks on the 52-week and all-time high lists, there's just too many good things to ignore.

Among those on the all-time high list catching Cramer's attention were

TJX Stores

(TJX) - Get TJX Companies Inc. (The) Report

, which is having a heyday buying unsold inventory from other failing retailers, and


(CI) - Get Cigna Corporation Report

, which is benefiting from ever-rising HMO costs. Cramer also noted that

Cabot Oil & Gas

(COG) - Get Cabot Oil & Gas Corporation Report

continues to grow its production and remains a takeover candidate.

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TheStreet Recommends

Still others making the list include


(AMGN) - Get Amgen Inc. Report

, which jump-started its growth by buying

Onyx Pharmaceuticals



Lockheed Martin

(LMT) - Get Lockheed Martin Corporation Report

, a defense stock that seems totally unfazed by the sequester; and


(VIA) - Get Via Renewables Inc. Report

, which continues to be bought up by mutual fund managers.

Then there are those stocks on the 52-week high list, said Cramer, including


(FDX) - Get FedEx Corporation Report


Dollar General

(DG) - Get Dollar General Corporation Report



(NFLX) - Get Netflix Inc. Report

, along with

Dow Chemical

(DOW) - Get Dow Inc. Report


Wynn Resorts

(WYNN) - Get Wynn Resorts Limited Report


Cramer said all of these stocks are rallying for different reasons, an eclectic mix that makes for one powerful rally.

Tesla in the Driver's Seat

Why is the stock of

Tesla Motors

(TSLA) - Get Tesla Inc. Report

has been taking off like a rocket? Was it the positive reviews and awards the company's won? Was it the fact that Tesla owners just can't stop raving about their cars?

Of course not. Cramer said there's only one reason why Tesla shares have been soaring since May and that's because the company blew away the numbers.

Cramer said there were three things "known" to be true going into Tesla's last earnings call. First, the company was losing a fortune due to supply problems. Second, there was no real demand for its cars outside of a few enthusiasts. Third, Tesla would need a boatload of new financing to stay afloat.

In reality, Tesla announced it didn't lose money, it made $15 million in profit. It also increased its production to 21,000 vehicles for 2013. Then there were the higher margins and labor improvements that Wall Street never saw coming, along with Tesla announcing that it's stepping up its showroom growth by 50% to meet growing demand.

Tesla also let investors know the number of people who test drive the car and then actually buy one was far better than expected and the company was able to start offering financing for the first time, dramatically expanding its addressable market. If all that wasn't enough, foreign demand is ramping up.

But perhaps the biggest surprise on the conference call was the fact that capital spending is ramping down, not up, and Tesla is not planning to raise more funding.

All this great news was simply too much for Wall Street to take, said Cramer. With so many shares sold short, there's simply not been enough stock to go around to satisfy demand. When demand outstrips supply, prices go up. It's as simple as that, Cramer concluded.

Being Sure of Software Security Stocks

It's time to take a second look at software security stocks, Cramer told viewers. He said these stocks have been beaten down hard over the past 12 months thanks to the global economic malaise, but with cloud computing continuing to soar in popularity software security has never been more important.

Cramer said with


(CSCO) - Get Cisco Systems Inc. Report

recent security acquisition and


(HPQ) - Get HP Inc. Report

CEO Meg Whitman also stating she's interested in this space, the time is now to get in ahead of any additional takeovers.

There are only three software security pure plays, noted Cramer, and a rising tide should lift all of these boats. He said

Checkpoint Systems


trades at 17 times earnings, although the company's software seems to have lost some of its luster, making it his least favorite.

Then there's


(FTNT) - Get Fortinet Inc. Report

, which has been struggling to fight the economic weakness. Cramer said this company can deliver the goods and convince Wall Street that the turn is at hand.

But Cramer's favorite among the group is

Palo Alto Networks

(PANW) - Get Palo Alto Networks Inc. Report

, a stock he liked at its IPO for a 71% gain but then advised selling just before the stock pulled back to nearly its IPO price. Cramer said it's once again time to buy this stock -- it has got the best growth of the three; investors will not only value it the highest, but will also make it a prime takeover candidate.

Lightning Round

In the Lightning Round, Cramer was bullish on


(NKE) - Get Nike Inc. Report


Under Armour

(UA) - Get Under Armour Inc. Class C Report


Blackstone Group

(BX) - Get Blackstone Inc. Report


Ford Motor

(F) - Get Ford Motor Company Report


Lululemon Athletica

(LULU) - Get lululemon athletica inc. Report


Enbridge Energy Partners LP



Cramer was bearish on

KCAP Financial

(KCAP) - Get Portman Ridge Finance Corporation Report


Permian Basin Royalty Trust

(PBT) - Get Permian Basin Royalty Trust Report


Northern Oil and Gas

(NOG) - Get Northern Oil and Gas Inc. Report


US Airways Group



Mad Tweets

In the "Mad Tweets" segment, Cramer responded to questions sent via Twitter to



Cramer said that he's not recommending

Susquehanna Bank


, calling the Mid-Atlantic bank "fairly valued." He was also not a fan of IP telephony play


(VG) - Get Vonage Holdings Corp. Report

, telling viewers to stay on the sidelines for now.

Cramer did endorse


(DENN) - Get Denny's Corporation Report

as a speculative part of your portfolio, and was also still a fan of


(WEN) - Get Wendy's Company (The) Report


AFC Enterprises


, purveyors of the Popeye's chain.

When asked about


(FB) - Get Meta Platforms Inc. Report

, a stock Cramer owns for his charitable trust,

Action Alerts PLUS, he said he still likes the stock, even after trimming his position a bit.

Cramer was not a fan of

Cobalt International Energy


however, telling viewers to stay away. He was also bearish on



, offering up


(AGCO) - Get AGCO Corporation Report

as a better way to play that sector.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said the shoe is officially on the other foot, with China and Europe lifting stocks higher and America dragging its heels and sending stocks lower. He said today's market action clearly showed the markets being buoyed by growth overseas, which was then helped by a decline in U.S. bond rates that spurred our housing stocks.

But Cramer said it won't be long before the sellers return to beat-down U.S. stocks, even as many companies stand to benefit from not only Europe and China but the emerging markets including Brazil.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC


To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

-- Written by Scott Rutt in Washington, D.C.

To email Scott about this article, click here:

Scott Rutt

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At the time of publication, Cramer's Action Alerts PLUS had a position in CSCO, F and FB.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of or its affiliates, or CNBC, NBC Universal or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.