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) -- "Once you connect the dots, the picture is not only worth a thousand words, it's worth thousands of dollars as well," Jim Cramer said on his "Mad Money" TV show Wednesday.

While pundits will likely use today's weakness to try and scare investors out of the market, Cramer said investors need to be thinking, "What should I buy next?"

Cramer said in order to see what's working, investors need only to connect the dots. He said there's been incredible strength in


(AAPL) - Get Report



( PALM) and

Research In Motion

( RIMM) that underscore his mobile Internet thesis.

Yet despite huge gains in all of these names, Cramer said investors are still not seeing the pattern.

Cramer's been preaching his mobile Internet thesis for weeks on his show. His Mobile Internet Index, a basket of 21 stocks levered to the trend, was created on Aug. 11, and is currently up 15.5%, while the

S&P 500

is up just 6.5%.

Cramer said proof of this group's strength can be found in stocks like


(CIEN) - Get Report





Skyworks Solutions

(SWKS) - Get Report



(CTV) - Get Report


Investors just need to see the forest through the trees, he said.

Cramer said Research In Motion reports tomorrow: "If we're lucky, it'll head lower so we can buy even more."

Still Bullish on Natural Gas

In the "Executive Decision" segment, Cramer spoke with Murray Gerber, chairman and CEO of

EQT Corp

(EQT) - Get Report

, to get yet another read on the state of the natural gas industry amid record low prices for the fuel.

Gerber said first that investors shouldn't judge the company's outlook for natural gas based on its current hedging philosophy. He said his company is very bullish on the fuel, despite some hedging that dates back many years.

Gerber credited his company's success and extremely low cost of production to both his team and new technology, most of which is less than five years old. He said with new horizontal air drilling technology, the natural gas industry can now supply the country's energy needs for 120 years. Natural gas, he said, could reduce foreign imports of oil by 75%.

Looking towards the future, Gerber said that with even newer technologies, the potential exists to extract even more gas from the nation's huge shale field reserves. There's enough gas to power the U.S. for a long, long time, he concluded.

Cramer said that Gerber is a winner, EQT is a winner and natural gas is definitely a winner.


In the "Know Your IPO" segment, Cramer featured another company about to go public. He said that Select Medical Holdings, which may come public as early as Thursday under the symbol "SEM," should be on investors' radar.

Cramer said Select Medical is a real company with real earnings. The company was once public, back in 2001, before being taken private in 2005. The company is once again looking to come public, this time with plans to raise $400 million on 33.4 million shares that are expected to price between $11 and $13 a share.

Select Medical operates 92 specialty acute-care hospital and 948 outpatient rehab facilities throughout the country. Cramer said investors can think of the company as a hospital without the loss-leading emergency room. He said Select Medical instead focuses on vital, and more lucrative, procedures that aren't likely to be cut with health care reforms.

Cramer said at $13 a share, Select Medical is expensive, so he advised investors to consider the IPO at $13 a share, but to take a pass if the price spikes above $17 a share. He said he would not be a buyer of the deal in the open market, after the IPO.

Value for Consumers

In a second interview, Cramer spoke with Eric Wiseman, chairman, president and CEO of apparel maker

VF Corp

TST Recommends

(VFC) - Get Report

. Cramer last checked in with the company on Feb. 11, when shares were trading at $53.80 a share. Since then, shares have risen a hefty 31%.

Wiseman said he sees the long term trend in the retail sector improving, with most stores expecting to report declines less than those of last year. He said at VF Corp, they're focused on inventory, because cleaner inventory means less discounting and higher profits.

Regarding the company's long-term strategy, Wiseman said VF Corp is focused on its international business, particularly China, as well as investing in its brand and innovating with new products. He said especially in times of recession, consumers want value, and that's what VF Corp delivers.

Cramer said he's sticking with his buy recommendation of VF Corp, adding that the company makes it easy to get behind their enthusiasm.

Lightning Round

Cramer was bullish on

Spectra Energy

(SE) - Get Report


Advanced Micro Devices

(AMD) - Get Report



(NVDA) - Get Report


Home Depot

(HD) - Get Report


CSX Corp

(CSX) - Get Report


He was bearish on


(HUN) - Get Report



(WMT) - Get Report


Westinghouse Air Brake

(WAB) - Get Report


Dana Holding

(DAN) - Get Report


Philip Morris International

(PM) - Get Report


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 Home Depot and VF Corp.

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."

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