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) -- While Europe never fails to hurt our markets in the short term, U.S. companies nerve fail to impress over the long term.

That's how Jim Cramer saw Monday's trading action. He told

"Mad Money"

viewers it should come as no surprise that just about everyone hates the Cyprus bailout plan.

Europe once again proves it has no plans for growth, a stance that has yet again managed to ding the overall global economy, he said. This is certainly true with companies that sell into Europe including


(CAT) - Get Free Report


John Deere

(DE) - Get Free Report


But then there are the rest of U.S. companies such as


( KFT) and

General Mills

(GIS) - Get Free Report

, both of which are offering a flight to safety out of the European malaise. Cramer said investors and corporations would be foolish to keep their money in European banks, which is why U.S. banks continue to trend higher.

Cramer said it's hard to ignore the strength in U.S. housing stocks given the affordability and easy availability of credit. It's also hard to ignore many of the master limited partnerships, which continue to increase the size of their dividends. So while Europe may dominate for a few days, it won't be long before U.S. stocks are back in control of the market's direction.

Know Your IPO

In the "Know Your IPO" segment, Cramer offered a look into

Pinnacle Foods

, which is set to come public this Thursday. Cramer said Pinnacle reminds him a lot of another favorite food company,

B&G Foods

(BGS) - Get Free Report

, which has made a name for itself by buying forgotten brands and turning them around.

Pinnacle's current brand portfolio currently holds such notable names as Bird's Eye vegetables, Mrs. Paul's fish, Celeste pizza and Lender's bagels, just to name a few. The company was purchased by


(BX) - Get Free Report

in 2007 but now Pinnacle is set to offer 29 million shares in a range between $18 and $20.

Cramer said there's a lot to like about this deal because many private equity-backed deals have seen big pops on their first day of late. Pinnacle plans to offer a dividend of 18 cents a share right out of the gate, which would afford it a 3.8% yield. The company also plans to retire a sizable chunk of its high-interest debt with the proceeds of the IPO.

Comparing Pinnacle to B&G Foods, Cramer said that he thinks the stock could be cheap all the way to $30 a share.

A Healthy Investment

In the 1990s, Big Pharma was sitting in the hotseat of innovation, Cramer told viewers. That's why he still owns

Bristol-Myers Squibb

(BMY) - Get Free Report

for his charitable trust,

Action Alerts PLUS.

But with so many of those former blockbuster drugs now going off-patent, the rate of innovation at these big pharma names has slowed, explained Cramer, which means the best investments in the space are no longer with Bristol-Myers, they're with companies like


(CELG) - Get Free Report


Celgene is growing at a staggering 22.9% a year, noted Cramer. Despite its stock rising 42% since the first of the year, shares still trade at just 16 times earnings.

Cramer characterized Celgene as a three-legged stool. The first leg is the company's blood cancer treatment, Revlimid. With new indications coming, Revlimid could be a $6 billion business. Then there's the companys' breast cancer treatments, which also have possible indications for pancreatic cancer, among others. That represents another $1.5 billion opportunity. Finally, there's Celgene's anti-inflammatory portfolio for arthritis, another $3 billion opportunity.

Cramer said if you combine the potential of all these treatments and then add Celgene's proven management, it's easy to see why this stock remains among the hottest of the group. Despite its potential, shares still only trade for 8.6 times earnings when looking towards 2015 and beyond.

Lightning Round

In the Lightning Round, Cramer was bullish on

Briggs & Stratton

(BGG) - Get Free Report


Avery Dennison

(AVY) - Get Free Report


Home Loan Servicing



MagnaChip Semiconductor

(MX) - Get Free Report


Annaly Capital

(NLY) - Get Free Report


Cramer was bearish on

Hercules Offshore



Prospect Capital

(PSEC) - Get Free Report



(CCL) - Get Free Report


Executive Decision: Jeffry Sterba

In the "Executive Decision" segment, Cramer spoke with Jeffry Sterba, president and CEO of

American Water Works

(AWK) - Get Free Report

, a company on the front line of repairing our country's aging water infrastructure.

Sterba said America needs to spend double or even triple what it does annually to keep up with its aging infrastructure. In many cases, he said, small municipalities simply cannot keep up, which is where American Water Works comes in. Sterba said his company invested over $1 billion last year in infrastructure to serve its regulated customers.

American Water is also on the acquisition trail, making some 15 acquisitions last year to help expand its offerings across the country. Sterba said his company is becoming a larger player in the hydraulic fracturing business, providing 350 million gallons of water into the Marcellus and Utica oil shale regions.

Cramer said that with its 8% growth and its 2.5% dividend yield, American Water Works is the play on water that so many investors have been asking him about.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said it is often difficult for a company to turn on a dime, but you'd be amazed at what some can do with a quarter.

Case in point,

Dollar General

(DG) - Get Free Report

, the chain that was left for dead last quarter on gross margin and competition concerns. Earlier Monday, Dollar General announced it turned itself around in just 90 days.

Similar turnarounds have occurred at


(SBUX) - Get Free Report


Yum Brands

(YUM) - Get Free Report

, said Cramer, and he expects

Lululemon Athletica

(LULU) - Get Free Report

to follow suit.

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

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


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

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

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.