Cramer's 'Mad Money' Recap: All Aboard the Profits Train (Final)

Despite a slowing U.S. economy, Cramer says American companies are doing well as they rake in profits from oversea markets.
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) -- "We always presumed that the U.S. was the world's engine of economic growth," Jim Cramer told a live studio audience during his "Mad Money" TV show Wednesday. "But now we're the caboose, lagging behind Latin America, India and of course, China."

Cramer said he doesn't feel the U.S. is irrelevant, but when it comes to stocks, it's clear to see which countries are in the driver's seat.



(INTC) - Get Report

, a stock which Cramer owns for his charitable trust,

Action Alerts PLUS. He said on the company's conference call, analysts didn't ask about the U.S., they asked about the demand in Brazil and China.

Cramer said shares of

Yum! Brands

(YUM) - Get Report

fell today, not because of the U.S., but because of slowing same store sales in China. Railroad


(CSX) - Get Report

traded higher too, on strength in exports to, you guessed it, China.

And the list goes on, said Cramer.


(BA) - Get Report

cited strength in China as a driver for its growth,


(FDX) - Get Report

also keeps tabs on the far east, as does engine maker


(CMI) - Get Report


Cramer said it's clear that by the fourth quarter, the employment train will be rolling, and despite which country or region is pulling it, even the caboose will come along for the ride. "Don't miss the trade," he told viewers, especially when the train is still sitting at the station.

Becoming Transparent

In the "Executive Decision" segment, Cramer once again spoke with John Pinkerton, chairman and CEO of

Range Resources

(RRC) - Get Report

, a company which this week became the first natural gas producer to publicly release the chemical makeup of the fluids it uses in hydraulic fracturing in its oil shale wells.

Pinkerton said Range Resources came to the conclusion that the firestorm that has been brewing over the perceived environmental impacts of hydraulic fracturing are really their fault for not properly educating the public. He said that 99.86% of the fluids used are simply water and sand, and he hopes the public disclosure will quash fears of toxic chemicals being pumped into the ground.

"We need to get ahead of this and be transparent," continued Pinkerton. "We have to get the facts out," he said. For example, in Pennsylvania alone, he said, the decrease in gas prices from the oil shale wells has saved Pennsylvanians over $6 billion.

When asked about the price of natural gas amidst a record heat wave in the Northeast, Pinkerton said that before the oil shale wells, the price of gas was volatile, but with the new wells, prices have even fallen during high demand, proving that the price is now very stable.

Cramer continued his support for both Range Resources and the entire natural gas industry as a whole.

New Aerospace Cycle

"The aerospace cycle is just taking off now," Cramer told viewers, as he highlighted the unlikely bull market in aerospace.

Cramer said this sector was all but left for dead in recent years, as fewer travelers meant fewer planes and therefore less profits for all. But that's all changing, said Cramer, as


(AA) - Get Report

noted in its conference call when it said that airlines had turned a corner, and were once again ordering new planes.

Cramer said this new aerospace cycle could last for seven years, as is typical for new cycles. He said the natural way to play is with


(BA) - Get Report

, whose new 787 Dreamliner is finally ramping into full production after years of delays and problems.

Cramer said Boeing trades at just 13.4 times earnings, while historically the company should fetch as high as 25 times earnings as the cycle gets rolling. But Boeing is not the only play, he noted.

Cramer also gave the nod to several parts suppliers to Boeing, companies like



, which makes landing gear,

Rockwell Collins


, with makes electronics, and

Precision Castparts


, which now trades 18% off its recent highs.

Cramer also noted

Spirit Aerosystems

(SPR) - Get Report



(HXL) - Get Report

are also names to consider, along with


(TXT) - Get Report

, whose Cessna franchise makes corporate jets.

Eureka Moment

Cramer said there should have been lifeguards on duty during the "flash crash" on May 6. He said the lifeguards could have pulled the individual investor out of the water as the riptide of high-frequency trading roared out of control.

"The little guy doesn't stand a chance in this market," Cramer continued, "and the Securities and Exchange Commission needs to be the lifeguard."

Cramer said he's encouraged by recent comments from the SEC and others, stating that there needs to be fairness in the markets, and the causes of the flash crash need to be examined. He said whether it's more aggressive circuit breakers or deeper markets, changes need to be made.

Cramer said any market where a great stock like

Procter & Gamble

(PG) - Get Report

can be cut in half in just seven minutes is just too dangerous for most individual investors. He said the liquidity promised by flash trading hasn't come to pass, and hopefully, that will change soon.

Lightning Round

Cramer was bullish on

Kansas City Southern

(KSU) - Get Report



(C) - Get Report



(AAPL) - Get Report


International Business Machines

(IBM) - Get Report



(WIN) - Get Report


Vodafone Group

(VOD) - Get Report


He was bearish on


(BP) - Get Report


Research In Motion



Frontier Communications

(FTR) - Get Report


Exxon Mobil

(XOM) - Get Report


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

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


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clicking here.

For more of Cramer's insights during the Lightning Round, clickhere


At the time of publication, Cramer was long Intel.

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