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Bare Escentuals

( BARE) is a fad and is not going anywhere," Jim Cramer told viewers of his "Mad Money" TV show Monday.

In a segment dedicated to vanity stocks, Cramer advised those who own Bare Escentuals to ring the register. He wants people to get out of this mineral-based makeup company even though people's desire to look better and younger is what helps to make the "wheels of capitalism keep rolling."

Cramer believes that while Bare Escentuals, which

went public last month, might make money for people who set up the offering, it is not going to make money for other market players. "Stay away from spinoffs done by leveraged buyout firms," he said.

Meanwhile, while Cramer jokes all the time about


(AGN) - Get Allergan plc Report


Medicis Pharmaceutical


, he said, "these stocks are worth owning."

Allergan makes the wrinkle-fighting injection Botox, and Medicis markets Restylane, an injectable gel for the treatment of fine lines and wrinkles. These two are good buys because they are more "drastic" than other cosmetic stocks and face less competition, Cramer said.

However, he considers other major cosmetic companies like

TheStreet Recommends

Estee Lauder

(EL) - Get Estee Lauder Companies Inc. Class A Report



(REV) - Get Revlon, Inc. Class A Report


Elizabeth Arden


"faddish, expensive and prone to missing their numbers."

"These cosmetic companies are unreliable," Cramer said.

In addition, he said he would only consider recommending


(AVP) - Get Avon Products, Inc. Report

if CEO Andrea Jung were to leave.

One particular stock in this sector, however, that Cramer likes very much is

International Flavors & Fragrances

(IFF) - Get International Flavors & Fragrances Inc. (IFF) Report

. This stock "is at its 52-week high for a reason," he said.

"As a television personality I don't need to think about scent, but in reality it is just as important as appearance," Cramer said.

IFF is the company that comes up with the scent for perfume sellers and sells it to the companies. Some companies IFF sells to are


(PEP) - Get PepsiCo, Inc. Report



(CL) - Get Colgate-Palmolive Company Report


Procter & Gamble

(PG) - Get Procter & Gamble Company Report

, he said.

"IFF is like the Swiss, it can sell to all sides and win," Cramer said, and it has consistent growth and earnings and is not susceptible to fads.

"Everything else is just too darn inconsistent and unreliable."

The Caterpillar, Schlumberger Slump

Last week,


(CAT) - Get Caterpillar Inc. Report



(SLB) - Get Schlumberger NV Report

"got smacked down," Cramer said.

Although some might believe they went down because they reported "really bad numbers" and had bad quarters, "that's not what turned Friday into a slaughterhouse for these stocks," he said.

Non-secular growers are what are known as cyclicals on Wall Street, Cramer explained. "Cyclicals are companies that go up and down depending on a larger force."

"No one expected Caterpillar and Schlumberger to decline," Cramer said. "These declines were really scary."

Caterpillar's decline resulted in part because the company

missed expectations, but also because management made comments that "the era of big truck could be over," he said. "Earth movers are going to slow dramatically, they said."

However, it's clear to Cramer that while the stock is down, Caterpillar feels like

Toll Brothers

(TOL) - Get Toll Brothers, Inc. Report



(LEN) - Get Lennar Corporation Class A Report

did before a giant move.

"The trucking decline is not going to be nearly as steep as Caterpillar says," he said. "You can't listen to Caterpillar now. If housing stabilizes, which it should, you should see resurgence in this stock.

"Buy Caterpillar tomorrow morning, hold it for about six months, and you'll be fine," Cramer advised. Rather than panic and run, stay in Caterpillar and buy it down here, he said.

Moving on to Schlumberger, Cramer said that on the company's conference call, all analysts could focus on was natural gas.

"The downgrades are coming," he forewarned "Analysts are worried about this stock.

Cramer said he would sell Schlumberger and go instead to


, which he owns for his

Action Alerts PLUS charitable trust and which "reported a fabulous quarter" recently.

FedEx vs. UPS

Being flexible with stocks is the only way to be successful, to not miss out on opportunities and to make big money, Cramer said.

While Cramer said he has always favored


(FDX) - Get FedEx Corporation Report



(UPS) - Get United Parcel Service, Inc. Class B Report

, UPS last week reported a

"a head-turner" of a quarter, in which it beat expectations.

However, when comparing FedEx and UPS, it's apparent that FedEx has higher growth and a lower multiple, he said. And the reason why UPS' quarter looked so "great" was because it "sandbagged it," Cramer said.

The numbers UPS beat last week were the same weak numbers that made up the company's expectations, he said. "I want to stick by FedEx and don't want to be tricked by UPS' better-than-expected quarter."

Mad Mail & Sudden Death

When a viewer inquired about


( KRY) in the "Mad Mail" segment of the show, Cramer said today the Venezuelans claimed that they would rule by year-end in regard to the country's mining law, but the bad news is they've been saying that for a while.

Cramer advised holding on to Crystallex for now.

In the "Sudden Death" round, Cramer was bullish on

Life Time Fitness

(LTM) - Get LATAM Airlines Group SA Sponsored ADR Report


Level 3 Communications



Lightning Round

Cramer was bullish on

Advanced Micro Devices

(AMD) - Get Advanced Micro Devices, Inc. Report



(SYMC) - Get Symantec Corporation Report


Rite Aid

(RAD) - Get Rite Aid Corporation Report





OM Group



Allegheny Technologies

(ATI) - Get Allegheny Technologies Incorporated Report


Rockwell Automation

(ROK) - Get Rockwell Automation, Inc. Report



(CMI) - Get Cummins Inc. Report



(CAT) - Get Caterpillar Inc. Report



(HAL) - Get Halliburton Company (HAL) Report



(WHR) - Get Whirlpool Corporation (WHR) Report


Boston Scientific

(BSX) - Get Boston Scientific Corporation Report


Johnson & Johnson

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


Rare Hospitality

(RARE) - Get Ultragenyx Pharmaceutical, Inc. Report


Electronic Arts

( ERTS).

Image placeholder title

Cramer was bearish on

Secure Computing

( SCUR),


(CCJ) - Get Cameco Corporation Report


Valero Energy

(VLO) - Get Valero Energy Corporation Report


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

click here.

Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by

clicking here


At the time of publication, Cramer was long Johnson & Johnson and Halliburton.

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.