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"What's wrong with this market," Jim Cramer asked the viewers of his "Mad Money" TV show Thursday.

It seems it can't make up its mind," he said. He attributed that indecision to investors wanting to have their cake, and eat it too.

Cramer said investors are reliving the fairy tale Goldilocks, looking for that perfect porridge that's not too hot, nor too cold. They want lower unemployment, but not too much, and stronger production, but in moderation.

Cramer said investors want things to be getting better, but not too fast so that the

Federal Reserve

and Treasury stop pumping money into the system.

The problem with Goldilocks, said Cramer, is that it's impossible to have it both ways. He said there is no perfect recovery or ideal mix of news and economic numbers to make every investor feel warm and fuzzy inside.

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There is an answer however, said Cramer, and that's lower prices.

Cramer said lower prices make everyone feel better, and presently the market is still too pricey. HE said he likes

Caterpillar

(CAT) - Get Report

at $24 a share, but not at $34 a share. He likes

Nucor

(NUE) - Get Report

at $40, not at $47.

Cramer said things won't get better until they're cheaper. High prices, he said, just multiply the contradictions.

Smartphone Boom

Cramer spoke with Bob Bruggeworth, CEO of chipmaker

RF Micro Devices

(RFMD)

, to see if the smartphone revolution is as important as Cramer predicted.

Bruggeworth concurred with Cramer, saying that RF Micro began preparing for the adoption of smartphones years ago. He said that investors can't gauge the trend based on a single company, but rather need to look at the strength brewing in all of the major players.

Bruggeworth said demand is incredibly strong in China, and will continue as third generation, or 3G, services continue being deployed. He said that Cramer's estimate of 1 billion devices being sold over the next two to three years is very feasible.

Turning to RF Micro specifically, Bruggeworth said his company was able to weather the downturn by cutting costs and streamlining their supply chain. The company now has $85 million in cash.

Cramer continued to pound the table on his smartphone theory, calling it a transformational technology on the order of personal computers and the Internet.

Sell Block

In the Thursday "Sell Block" segment, Cramer said he's changing his mind on seed maker

Monsanto

(MON)

and now thinks it's time to sell the agriculture giant.

Cramer said on the surface, the seed business seems like a good place to be, which is why he's been bullish on Monsanto. But after consulting two highly regarded market technicians, Cramer said his outlook may be too rosy.

According to one technician, the $82 stock of Monsanto could be headed to $70 a share. Her thesis was that the company sold off on high volume, but rallied back on much lighter volume. She also felt the stock was displaying a classic "head- and-shoulders" top and was poised for decline.

Cramer said the other technician felt the entire rise in commodities is false, and felt that Monsanto could get cut in half as numbers return to reality for the sector.

Cramer said that after

Potash

(POT)

announced further production cuts at its operation, he was forced to see the other side and admit that Monsanto is just too risky to recommend.

Mad Mail

Cramer told a viewer that

Marathon Oil

(MRO) - Get Report

would be a better choice than

Sunoco

(SUN) - Get Report

, which is just a refiner.

Cramer told another viewer that his trade on

Radio Shack

(RSH)

didn't work and it's time to sell. He also recommended picking up some

China Unicom

(CHU) - Get Report

on the heels of the iPhone's debut in China.

Cramer told a final viewer that Brazilian aerospace company

Embraer

(ERJ) - Get Report

is a great way to play the upcoming aerospace cycle.

Lightning Round

Cramer was bullish on

Johnson & Johnson

(JNJ) - Get Report

,

Lockheed Martin

(LMT) - Get Report

,

Northrop Grumman

(NOC) - Get Report

,

PNC Financial Services

(PNC) - Get Report

,

Genzyme

(GENZ)

and

Celgene

(CELG) - Get Report

.

He was bearish on

Granite Construction

(GVA) - Get Report

,

L-3 Communications

(LLL) - Get Report

,

Tenet Healthcare

(THC) - Get Report

and

Elan Corp

(ELN)

.

Check out the latest edition of

"Cramer's Take onTop-Searched Stocks" on Stockpickr.

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clicking here

.

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

.

At the time of publication, Cramer was not long any stock.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com 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 TheStreet.com, 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 TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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