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) -- The reshuffling of the

Dow Jones Industrial Average

makes a big statement about our nation, Jim Cramer said on

"Mad Money"


Cramer said that while the

S&P 500

still remains the benchmark to beat on Wall Street, today's changes in the Dow reflect our changing economy and priorities.

So exactly what changed?


(AA) - Get Alcoa Corporation Report



TheStreet Recommends

(HPQ) - Get HP Inc. Report


Bank of America

(BAC) - Get Bank of America Corp Report

were all dropped from the index, replaced by

Goldman Sachs

(GS) - Get Goldman Sachs Group, Inc. Report



(NKE) - Get NIKE, Inc. Class B Report



(V) - Get Visa Inc. Class A Report


Cramer said Alcoa remains a great company in a bad industry. Aluminum remains an important metal for everything from autos and aerospace to iPads, he noted. However, in the eyes of the Dow Jones industrials, it's the international influence of Nike's footwear that investors should be watching. As for HP, our nation and the world don't seem to care much about PCs anymore, so it's out with the old, said Cramer. Likewise with Bank of America, a symbol of financial engineering and the mortgages that almost toppled our nation's financial system.

Goldman Sachs, on the other hand, doesn't have any mortgages, and Visa is more of a technology company than a financial, helping to bring the world into the digital age and away from paper money in favor of the all-mighty debit card.

Cramer said he doesn't expect any of these new Dow additions to see much of a bump for their new anointed status. He said the markets continue to move on international issues, as they did again today with more positive news on the Chinese recovery.

Off the Charts

In the "Off The Charts" segment, Cramer went head to head with colleague Ed Ponsi over the direction of the emerging markets, mainly India, as seen through the

WisdomTree India Earnings ETF

(EPI) - Get WisdomTree India Earnings Fund Report

, which is currently down over 19% for the year thanks to rising interest rates here at home stifling growth around the globe. According to Ponsi, however, that trend may be about to change.

Looking at a daily chart of the ETF, Ponsi noted that after bottoming on Sept. 4, the fund has since shot up over $2. That's impressive for a $13 stock. He also noted the MACD momentum indicator is signaling a bullish crossover, at the same time the fund broke through its long-term trend line and, just today, through its 50-day moving average. All those points add up to a big deal for technicians, Ponsi concluded.

Cramer noted that the turn in India also coincides with a stabilizing of the nation's currency, the rupee. As confidence has been restored in the rupee -- so, too, has confidence in stocks tied to that currency. Cramer said he likes nation focused ETFs like this one and invests in both the

Vanguard FTSE Europe ETF

(VGK) - Get Vanguard FTSE Europe ETF Report

and the

WisdomTree Japan Hedged Equity ETF

(DXJ) - Get WisdomTree Japan Hedged Equity Fund Report

for his charitable trust,

Action Alerts PLUS.

Every portfolio needs international exposure, Cramer concluded, and these ETFs are an easy, and profitable, way to invest overseas.

Executive Decision: Kevin Plank

In the "Executive Decision" segment, Cramer spoke with Kevin Plank, founder, chairman and CEO of

Under Armour

(UA) - Get Under Armour, Inc. Class C Report

, a stock that's up 65% for the year but also one that now trades at 43 times earnings with a 20.5% growth rate.

Under Armour has always been about authenticity. "You can't pay for promotion," Plank said. The athletes who represent and endorse Under Armour are also believers in the products. That helps make the company one consumers can trust.

Cramer made the analogy that Under Armour is more akin to a technology and a biotech company than it is to an apparel company, and Plank agreed. He said his company has a deep pipeline of new products in development and is always looking to partner with and cultivate the best ideas. Under Armour has always been about making the best products, he continued.

When asked about international growth, Plank said that with only 6% of sales stemming from overseas, there's a huge runway ahead. It takes time to build an international brand, however, he noted. In Japan, for example, Under Armour spent eight years building a $200 million brand that's now growing at 30% a year.

Turning to Under Armour's most notable competitor, Nike, Plank said he's always focused on his company and not the competition. Under Armour sets the pace and direction and it doesn't take its cues from others, he explained. "Under Armour is a $10 billion company that's doing $2 billion in sales today," Plank concluded.

Cramer said he remains a strong believer in this apparel, footwear and accessory innovator.

Lightning Round

In the Lightning Round, Cramer was bullish on

Johnson & Johnson

(JNJ) - Get Johnson & Johnson Report



(S) - Get SentinelOne, Inc. Class A Report


Palo Alto Networks

(PANW) - Get Palo Alto Networks, Inc. Report


Royal Bank

(RBS) - Get Royal Bank of Scotland Group Plc Report



(WMT) - Get Walmart Inc. Report


Home Depot

(HD) - Get Home Depot, Inc. Report



(COST) - Get Costco Wholesale Corporation Report


SeaDrill Limited

(SDRL) - Get Seadrill Ltd. Report



(PBR) - Get Petróleo Brasileiro SA Report


Executive Decision: Mike Stice

In his second "Executive Decision" segment, Cramer sat down with Mike Stice, CEO of

Access Midstream Partners


, which acts as a toll road, helping to get America's booming oil and natural gas production where it needs to go.

Stice said Access was built to be a quality MLP and currently has structured all of its contracts to ensure the company takes on no commodity price risk. Access only makes money by transporting oil and gas, regardless of how much that oil and gas is selling for on the open market. Additionally, Access has also built in volume protection, that protects shareholders from downside risk associated by fluctuations in demand.

Stice said all of Access' growth stems from the boom in oil and gas production in our country. He said that "chasing the drill bits" has proven to be very profitable.

Access is a big player in the Utica shale region of Ohio, Stice noted, which is actually three regions in one. He said the formation's wet gas, dry gas and oil components are largely still untapped. In the Marcellus shale right next door in Pennsylvania, there are huge opportunities to serve the energy-hungry Northeast, as well as the export market just as soon as our nation's first export terminals are completed.

Cramer said Access Midstream is a conservative player with a good yield that investors should look into.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said American energy independence isn't a pipe dream anymore, it's happening right before our eyes.

Cramer said the evidence is all around us: America's oil shale fields are booming. Nearly 743,000 barrels of American oil were refined at California refineries last quarter. This time last year, that number was just 250,000 barrels. In Colorado's Niobarra shale,

Noble Energy

(NBL) - Get Noble Energy, Inc. Report

is looking to triple its production to serve more of California's needs.

In the Bakken shale, production now sits at 900,000 barrels a day, up from just 400,000 just two years ago. The Eagle Ford shale in Texas has seen its production jump 58% over the past 12 months.

North American energy independence by 2020 used to be the goal, said Cramer, but recent reports now see that happening as early at 2018. If trucks make the switch from diesel to natural gas, American energy independence is within our reach. But, as always, we need to make it our mission and we need leadership from Washington.

In the meantime, however, Cramer said it's time to bet big on American energy and make money on the revolution.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC


To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

-- Written by Scott Rutt in Washington, D.C.

To email Scott about this article, click here:

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At the time of publication, Cramer's Action Alerts PLUS had a position in COST, DXJ, JNJ and VGK.

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.