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What would a win by Obama or McCain in tomorrow's election mean for your portfolio?

Jim Cramer had the answers on his "Mad Money" TV show Monday when he told viewers which stocks he thinks would stand to gain.

Cramer said an Obama win would be good for the renewable energy industry, with $150 billion pledged by the candidate over the next 10 years.

He said solar maker

First Solar

(FSLR) - Get First Solar Inc. Report

would be his first choice, along with

Chesapeake Energy

(CHK) - Get Chesapeake Energy Corporation Report

on the hopes of higher natural gas adoption.

Cramer said he'd stay away from the coal stocks under Obama and look into fertilizer plays like





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TheStreet Recommends




(MOS) - Get Mosaic Company (The) Report


He also gave the nod to biotechs


(CELG) - Get Celgene Corporation Report


Gilead Sciences

(GILD) - Get Gilead Sciences Inc. Report

, both of which he also owns for his

Action Alerts PLUS portfolio.

Finally, Cramer likes health care under Obama, including


(HUM) - Get Humana Inc. Report

, and even the banking and housing stocks as well.

Cramer said offshore drilling would be the obvious choice if McCain wins. He likes the prospects of both


(HAL) - Get Halliburton Company Report



(RIG) - Get Transocean Ltd (Switzerland) Report

under McCain.

Cramer said he's also look towards other drillers like


(XOM) - Get Exxon Mobil Corporation Report



(VLO) - Get Valero Energy Corporation Report


Defense contractors would also benefit under McCain, and that's why Cramer said he would consider

General Dynamics

(GD) - Get General Dynamics Corporation Report


Cramer identified three stocks, which he said would do well under either a Republican or Democratic President: unmanned arial vehicle maker


(AVAV) - Get AeroVironment Inc. Report

, construction and engineering giant


(KBR) - Get KBR Inc. Report


Tenet Healthcare

(THC) - Get Tenet Healthcare Corporation Report


Cramer: A Vicious Retail Down Cycle

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Long on Deere

In a market dominated by short-term traders,

Deere & Co

(DE) - Get Deere & Company Report

, a stock which he owns for his charitable trust

Action Alerts PLUS, could be a long-term investment if Obama takes the White House, Cramer said.

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Deere's President and CEO Robert Lane said his company's has unprecedented opportunities to feed the world. He said that global inventories for grains are low around the globe, despite record harvests in some areas.

He said the health of the American farmer, and indeed farmers around the world, has never been better with great harvests, low debt, and the opportunity to upgrade to smarter and more efficient equipment.

Lane also noted that Deere has been successful in selling its commercial paper in the credit markets, and continues to offer great financing options for many of its customers. He called the company a stable ship in unsteady waters.

Asked about the effects of short-term commodity price manipulation, Lane sees a solid, long-term trend. He said he looks forward to the second generation of biofuels and continued increases in productivity to help drive the industry and Deere forward.

Cramer called Deere a terrific opportunity and told viewers to stick with it.

The Ethanol President

Continuing the agricultural theme, Cramer recommended fertilizer company

Terra Nitrogen


as another in his series of high-yielding dividend stocks. Terra is down almost 50% from its highs and currently yields a staggering 12.75%.

Cramer said Terra would still be a buy even if its monster dividend gets cut.

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Cramer said Terra is the obvious choice for fertilizer stocks because it's the most levered to corn, the primary ingredient in a ramped-up Obama ethanol program.

Corn requires three times as much fertilizer than wheat, and with its exclusive fertilizers and application systems, Terra can deliver its products at a rate of 1500 acres a day, compares to the paltry 200 acres a day for its competitors.

Since Terra is organized as a master limited partnership, it's required to pay out all of its profits in the form of a dividend to its shareholders. Given this fact, the company has exceeded its minimum payout targets for seven of its last 7 quarters.

On the negative side, Cramer said the fact that

Terra Industries


owns 75% of Terra Nitrogen's shares is a concern, but given the company's past history and future outlook, he'd still be a buyer of the company.

Mad Mail

Cramer told viewers that they need to wait for a pullback before jumping into


(MA) - Get Mastercard Incorporated Report

, which was up a quick 10 points today in after-hours trading.

Lightning Round

Cramer was bullish on

Research In Motion



He was bearish on

iRobot Corporation

(IRBT) - Get iRobot Corporation Report


Breitburn Energy Partners



SPX Corp



Delta Air Lines

(DAL) - Get Delta Air Lines Inc. Report



(GLW) - Get Corning Incorporated Report


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Want more Cramer? Check out Jim's rules and commandments for investing by

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At the time of publication, Cramer was long Deere, Celgene and Gilead Sciences.

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.