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) -- Sometimes it takes just two stocks to kick off a market rally, Jim Cramer told his

"Mad Money"

TV show viewers Tuesday.

In today's market, those two stocks were


(KO) - Get Coca-Cola Company Report


Johnson & Johnson

(JNJ) - Get Johnson & Johnson (JNJ) Report

, a stock Cramer owns for his charitable trust,

Action Alerts PLUS.

Cramer said after yesterday's news and subsequent selloff, the markets were looking to get their footing early this morning, looking for safety and stability. Fortunately, they didn't have to look far because J&J posted in-line earnings while Coke offered up better-than-expected numbers. That was all the markets need to kick off a rally in all of the food and drug names, said Cramer, and it was enough to send shares of Coke soaring by 5.5%.

On days like today, Cramer said, investors won't let the facts get in the way of a good story. All they needed was to read the positive headlines to give them the excuse they needed to start buying.

But the buying didn't stop with just the food and drugs stocks, he said. The housing stocks also joined in the rally, with


(SHW) - Get Sherwin-Williams Company Report


Owens Corning

(OC) - Get Owens Corning Report



(WHR) - Get Whirlpool Corporation (WHR) Report

just a few of the notable moves to the upside in that sector.

Indeed, all is well in the markets, Cramer concluded -- at least until tomorrow.

Off the Charts

In the "Off The Charts" segment, Cramer went head to head with colleague Carly Garner to answer the question, "What the heck is happening with gold?" Gold has been in slow decline since last October, Cramer noted, but last week the precious metal went into freefall after a

Goldman Sachs

(GS) - Get Goldman Sachs Group, Inc. (GS) Report

analyst downgraded it with a price target of $1,450 an ounce.

Immediately after that downgrade, the price of gold plummeted, noted Garner, who now sees the $1,450 level as a ceiling, not a floor, for gold. She noted that the RSI momentum indicator is now below 30, indicating that gold is significantly oversold. Garner felt that $1,305 will be the new floor for gold. If that level holds, it could return to $1,450 in fairly short order.

Cramer said he agrees with Garner's analysis, and felt that a large hedge fund received a margin call last week, forcing the huge drop in prices seen. He said once the sharks begin circling a failing fund the selling will only intensify, forcing the fallen comrade to liquidate everything.

As for the future of gold prices, Cramer said a similar short squeeze and subsequent 17% rally took place last summer, and the pattern is likely to repeat itself again this summer. He continued to recommend that gold be a part of every investors' portfolio.

Know Your IPO

In the "Know Your IPO" segment, Cramer took a look at four upcoming IPOs to see which ones should get investors excited.

Cramer started off with Seaworld, which is set to come public under the ticker "SEAS" for between $22 an $24 a share. That puts this operator of 11 theme parks on par with the likes of

Six Flags

(SIX) - Get Six Flags Entertainment Corporation Report


Cedar Fair

(FUN) - Get Cedar Fair, L.P. Report

, but with a few notable exceptions.

Cramer said that Seaworld is growing revenue faster than its peers, which is good, but it also has a smaller dividend, at 3%, and more debt. Cramer said investors can either buy into the Seaworld IPO or just buy Cedar Fair with its 6% yield.

Next up were two grocery-related IPOs.



will be spinning off its gift card division under the ticker "HAWK" between $20 and $22 a share; Cramer said the division is not getting the credit it deserves.

He was also bullish on Fairway, the New York-based grocery chain with just 11 locations, although he noted the company in the longer term will be facing stiff competition.

Finally, there is HD Supply, a housing-related name Cramer said he also expects to perform well given the strength in the housing market we've seen so far this year.

Lightning Round

In the Lightning Round, Cramer was bullish on

Toll Brothers

(TOL) - Get Toll Brothers, Inc. Report



(IMGN) - Get ImmunoGen, Inc. Report


TheStreet Recommends

Dollar Tree

(DLTR) - Get Dollar Tree, Inc. Report


MDU Resources Group

(MDU) - Get MDU Resources Group Inc Report


Dunkin Brands

(DNKN) - Get Dunkin' Brands Group, Inc. Report


Genworth Financial

(GNW) - Get Genworth Financial, Inc. Class A Report



(EXEL) - Get Exelixis, Inc. Report


iShares MSCI Mexico

(EWW) - Get iShares MSCI Mexico ETF Report


Cramer was bearish on

Krispy Kreme Doughnuts




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Executive Decision: Floyd Wilson

In the "Executive Decision" segment, Cramer spoke with Floyd Wilson, chairman and CEO of

Halcon Resources


, an oil and gas driller that's betting big on America's oil shale potential.

Wilson updated investors on a number of Halcon's oil shale projects. He said the company's Utica assets are delivering more oil and less gas, as hoped, while the Eagle Ford shale will be a huge opportunity for Halcon.

When asked why other companies would be willing to sell acreage to Halcon, Wilson noted that shale drilling is all about the latest technology, and those companies that have the latest tech will be able to pull up more oil and gas than those that don't. Therefore, buying previously drilled land land sense for all those involved.

Turning the the lack of shale infrastructure, Wilson said Halcon lays its own pipelines in order to transport its oil where it needs to be.

Finally, when asked about the possibility of two more shale fields being discovered in America, possibly even bigger than those already found, Wilson said he's heard those rumors but would not comment further.

Cramer said Halcon's past track record is what makes this company's prospects so exciting.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer posed the question, "What are investors expecting from the bank stocks?" He said both

Wells Fargo

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US Bancorp

(USB) - Get U.S. Bancorp Report

posted solid earnings, yet neither seemed to be good enough for the markets.

It seems that what investors are really looking for is the "all clear" from bank executives, said Cramer. Unfortunately, these execs are not going to stick their necks out and proclaim that "things are terrific," especially under the watchful eyes of regulators who seem solely focused on keeping them from making making money.

As the global economy improves, these banks will perform markedly better, Cramer concluded, but don't expect them to tell you about it until it actually happens.

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

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At the time of publication, Cramer's Action Alerts PLUS had positions in EWW, GS, JNJ.

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.