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) -- Politics is overrated as a way to predict stock performance, Jim Cramer told

"Mad Money"

viewers Monday on the eve of the presidential election.

What really matters to stock prices, he said, is management and a company's business model, not who happens to occupy the White House.

When it came to technology, both


(HPQ) - Get HP Inc. (HPQ) Report



(IBM) - Get International Business Machines (IBM) Report

made the decision five years ago to focus less on hardware and more on software and services. Yet, IBM shares are up 75% since then while Hewlett lost 71% during the same time. Why the difference? Execution and management.

During the Obama administration,


(AAPL) - Get Apple Inc. (AAPL) Report

, a stock Cramer owns for his charitable trust,

Action Alerts PLUS, soared, while


(INTC) - Get Intel Corporation (INTC) Report

floundered. Why? Apple chose to focus on mobile while Intel didn't.

Many critics cite President Obama as being bad for unemployment, and they'd be right if you looked at shares of

JC Penney

(JCP) - Get J. C. Penney Company, Inc. Report


Radio Shack



Best Buy

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, but not if you considered


(WMT) - Get Walmart Inc. Report



(COST) - Get Costco Wholesale Corporation Report


Home Depot

(HD) - Get Home Depot, Inc. (HD) Report

. Execution matters, said Cramer.

Whether it's the banks or the drug stocks, two more sectors impacted by Obama, Cramer said investors will find winners, like

JPMorgan Chase

(JPM) - Get JPMorgan Chase & Co. (JPM) Report

, another Action Alerts PLUS name, and losers like


(MRK) - Get Merck & Co., Inc. (MRK) Report

. The same is true in the consumer good sector, with


(CLX) - Get Clorox Company Report

soaring under Obama, while

Procter & Gamble

(PG) - Get Procter & Gamble Company Report

barely budged.

Cramer told investors they need to focus less on politics and more on the companies they own.

The Difference Is Carbon

While both presidential candidates want America to become energy self-sufficient, only one thinks we should do so with fossil fuels, Cramer told viewers -- which is why if you think Mitt Romney will pull off an upset Tuesday, there's a whole host of stocks they should consider buying.

The difference between the candidates comes down to carbon. Obama hates it, while Romney feels we need energy independence by any means necessary, which means using more coal and oil along with natural gas as a surface fuel. That's why Cramer said Romney investors should consider stocks like

Peabody Energy

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Arch Coal

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in the coal patch, along with


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(HAL) - Get Halliburton Company (HAL) Report

in the oil patch.

Cramer also recommended


(TRP) - Get TC Energy Corporation Report



(ENB) - Get Enbridge Inc. Report

as plays on the TransCanada pipeline, a project Romney supports, along with natural gas and oil shale players like

EOG Resources

(EOG) - Get EOG Resources, Inc. (EOG) Report


Continental Resources

(CLR) - Get Continental Resources, Inc. Report


All of these companies will be in demand if Romney wins, according to Cramer.

Jumping on the BP Bandwagon

Oil giant


(BP) - Get BP p.l.c. Sponsored ADR Report

has come a long way since its Macondo oil spill in 2010, Cramer told viewers. The company was forced to pay over $50 billion in damages, which led to the shedding of nearly $35 billion in assets so far, he noted, assets that other companies have profited from handsomely.

In the refining space, Cramer said

Marathon Petroleum

(MPC) - Get Marathon Petroleum Corporation (MPC) Report

TheStreet Recommends




picked up some of BP's refineries, leading to substantial profits for both companies.

Meanwhile, master limited partnerships like

Linn Energy


were able to acquire $2.2 billion properties so far, boosting that company's bottom line, as was

Plains All American

(PAA) - Get Plains All American Pipeline, L.P. Report

, which also purchased BP assets.

In the exploration space, Cramer said


(APA) - Get Apache Corporation Report

has been the real winner, picking up BP prospects for a song, which led him to

Plains Exploration


, the next drilling and exploration company to jump onto the BP bandwagon. Cramer said Plains has an eight-year plan to develop its new BP projects, something that should translate to shareholders' bottom line in the very near future.

Lightning Round

In the Lightning Round, Cramer was bullish on




Matrix Service

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Yamana Gold

(AUY) - Get Yamana Gold Inc. Report


SPDR Gold Shares

(GLD) - Get SPDR Gold Trust Report


Protein Design Labs

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Cramer was bearish on


(INTC) - Get Intel Corporation (INTC) Report


Align Technology

(ALGN) - Get Align Technology, Inc. Report


MGM Resorts

(MGM) - Get MGM Resorts International (MGM) Report



(MCD) - Get McDonald's Corporation (MCD) Report


Executive Decision

In the "Executive Decision" segment, Cramer sat down with Irwin Simon, chairman and CEO of

Hain Celestial

(HAIN) - Get Hain Celestial Group, Inc. Report

, the health food company that's up 216% since Cramer first recommended it in April 2010.

Simon said while Hurricane Sandy was tragic for many, it has lead to strong demand for Hain products as people stocked up before the storm, ate lots of the company's food during the storm and, unfortunately, had to restock after many lost power in their homes. Hain continues to donate baby food and other items to those in need and is working hard to resupply stores as quickly as possible, he said.

Turning to the company's latest acquisition, Simon noted that


, the organic fruit and vegetable juice company, is a big opportunity for Hain.

When asked about concerns voiced during the company's conference call about slowing growth, Simon said all of his company's products can't grow at 40% forever. However, in the case of Earth's Best baby food and Greek Gods yogurts, Hain is having trouble meeting demand, which is leading to lower sales overall.

Cramer said he continues to believe in Hain's healthy eating story and would be a buyer given the decline in the company's shares.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer talked about the host of positive news the markets have been processing "incorrectly."

Cramer said

Walt Disney's

(DIS) - Get Walt Disney Company Report

purchase of


for $4.05 billion is genius, as were the company's acquisitions of Pixar and Marvel. He said those deals were also panned by critics, but have proven to big gigantic successes.

Cramer also praised the quarters from


(K) - Get Kellogg Company (K) Report


Procter & Gamble

(PG) - Get Procter & Gamble Company Report

and especially

Ford Motor

(F) - Get Ford Motor Company Report

, which is seeing strong sales from North America, Latin America and Asia.

Cramer said he'd be a buyer of all these names.

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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 a position in AAPL, JPM and SLB.

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.