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) -- Just read the headlines and it's easy to see why the markets are back at five-year highs, according to Jim Cramer.

He told

"Mad Money"

viewers Monday that to find out why the markets keep rallying, they need only to read the front page of their newspapers.

Cramer said investors should, of course, always approach investing with at least a hint of worry. But today's markets are moving based on real economic demand, so much so the

Federal Reserve

may soon have to take notice and begin rolling back its stimulus.

So what are some of the things going right with our economy? Cramer pointed out a front-page story indicating the Republicans in the U.S. Congress may finally be willing to play ball with the Democrats and actually get some work done for a change. That's certainty positive.

Then there's a similar headline about a possible compromise on immigration reform. Wouldn't that be a boon for the U.S housing market if 11 million people could stop worrying about being thrown out of the country?

Other headlines continue to point to America's new oil and gas boom, which has not only put our country on the road to energy independence but also created tens of thousands of jobs in the process. Meanwhile, still other news stories point to a return of the retail investor to the markets -- more positive news.

At the individual company level, Cramer praised


(HES) - Get Hess Corporation Report

TheStreet Recommends

for taking his advice and splitting itself up to bring out shareholder value. That stock soared 6% today. He said


(RIG) - Get Transocean Ltd. Report

announced similar plans.

All of these headlines add up to real reasons for being positive, said Cramer. Investors need to start taking notice.

Executive Decision

In the "Executive Decision" segment, Cramer spoke with Dr. Phillip Frost, chairman and CEO of

Opko Health

(OPK) - Get OPKO Health, Inc. Report

, a speculative biotech name that's rallied 55% since Cramer last spoke with Frost just three months ago.

Frost provided an update on the company's new vitamin D formulation for the treatment of renal disease. He said Opko's new formulation will address some four million patients, which represents a $12 billion market opportunity for the company because there are currently no adequate treatments for the disease. Additionally, Frost noted the market in Japan is almost as large.

When asked how Opko discovered the new formulation, Frost indicated it was one of many successful acquisitions his company has made over the years. He also cited Claros, an acquisition completed in October 2011, as another such highly lucrative deal. Okpo has also partnered with several larger drug makers and will share in the revenue on drugs developed through their combined efforts.

When asked what's next for his company, Frost said Opko is nearing completion of its 4K test for prostate health. He said investors should be looking for more on that front in the "near future."

Cramer continued his support for Opko, saying the company and Frost have a proven track record of creating value for their shareholders as well as an uncanny ability to spot and acquire small companies with breakthrough products before the big boys take notice.

Know Your IPO

In the "Know Your IPO" segment, Cramer took a look back at the top eight best-performing IPOs from 2012 to remind investors what a successful IPO is all about. What do these eight newly-minted stocks all have in common? In a word, growth. While the

S&P 500

rose by 13.4% in 2012, the average IPO rose by 20.5%, with these notable exceptions.

Topping the list was


(VIPS) - Get Vipshop Holdings Ltd. Report

, a Chinese e-commerce company that delivered a 174% gain for the year.

Proto Labs

(PRLB) - Get Proto Labs, Inc. Report

came in second place, with a 146% gain for 2012. Cramer said this custom prototyping company has tons of growth potential.

Next up were


(HMST) - Get HomeStreet, Inc. Report

, a community bank with a red-hot mortgage business, up 132%; and


(GWRE) - Get Guidewire Software, Inc. Report

, a software provider for insurance companies that rose by 129%.

Continuing down the list, Cramer said that

Intercept Pharmaceuticals

(ICPT) - Get Intercept Pharmaceuticals, Inc. Report

provided investors with predictable growth and that stock rose by 128%, while

Nationstar Mortgage


was another slow and steady grower, up 121% for 2012.

Rounding out the list were


( ELOQ), a marketing automation company, up 105% last year; and


(WAGE) - Get WageWorks, Inc. Report

, a company that manages employee flexible spending accounts. WageWorks rose 40% on its first day and ended the year up 98%.

Cramer said all of these companies should remind investors why speculating is a necessary part of every portfolio.

Lightning Round

In the Lightning Round, Cramer was bullish on





(NOK) - Get Nokia Oyj Report


Standard Pacific



First American

(FAF) - Get First American Financial Corporation Report


PetMed Express

(PETS) - Get PetMed Express, Inc. Report





Cramer was bearish on


(CERN) - Get Cerner Corporation Report


First Niagara Financial



Mad Mail

In the "Mad Mail" viewer feedback segment, Cramer followed up on

Monmouth Real Estate

(MNR) - Get Monmouth Real Estate Investment Corporation Class A Report

, which stumped him during an earlier show. He said the REIT is too dependent on a single customer so he prefers

Healthcare Trust

(HTA) - Get Healthcare Trust of America, Inc. Class A Report

, which has a more defensive business model.

Cramer also followed up on auto parts maker



, saying this stock needs to cool off after its big rally. When asked to choose between

Devon Energy

(DVN) - Get Devon Energy Corporation Report


Chesapeake Energy

(CHK) - Get Chesapeake Energy Corporation Report

, Cramer said he'd prefer neither at the moment.

Turning to


(EBAY) - Get eBay Inc. Report

, Cramer said he wants to see the company continue to invest into its business rather than paying a dividend. "Focus on the growth," he concluded. He was also bullish on

Sirius XM Radio

(SIRI) - Get Sirius XM Holdings, Inc. Report

as that company gets most of its new customers from the red-hot auto market.

Finally, Cramer told a viewer not to give up on

Deckers Outdoor

(DECK) - Get Deckers Outdoor Corporation Report

because he thinks the company is down but not out.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on the battle between billionaires Bill Ackman and Carl Icahn, which aired on



He said that while there were no winners in the battle that has become


(HLF) - Get Herbalife Nutrition Ltd. Report

, it was interesting to note that Ackman was able to lay out his case for shorting a stock. Traditionally, fund managers only came on air to tout their long positions.

As for Herbalife, Cramer said it's not likely the stock will go to zero, as Ackman would like, nor see a huge short squeeze, as Icahn hopes. That only means that shares of Herbalife are heading nowhere for the foreseeable future.

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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 no position in stocks mentioned.

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.