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Ain't Nobody's Business

"If there's one thing you need to make money that most people never think about it's creativity," Jim Cramer told viewers of his "Mad Money" TV show Monday. "You have to be creative to beat the market."

So don't look for your ideas in the business section of the newspaper, he said, because once the company has made it to the business pages everyone knows about the stock.

That's why he said viewers should take a look at

Gilead Sciences

(GILD) - Get Report

, which was featured in an article he read in the

New York Times Magazine

this Sunday.

Cramer said that Gilead has an AIDS treatment called Viread that is being used as a preventative drug by some gay men to drastically reduce the chances of HIV infection.

This is an off-label use and there's no approval for it, Cramer warned, but he said that if it's ever approved it could make this company a fortune.

There are studies being conducted to determine just how effective Viread is as a preventative treatment, even though Gilead doesn't talk about it, he said.

But if it is proven effective, Cramer said it could totally change the way we fight AIDS.

Shares of Gilead were down today, provideing an opportunity to pick up the stock, he said.

Image placeholder title

Steel Is Real

Cramer's stock of the week is

Oregon Steel Mills

( OS), despite the fact that steel has been an unsound business in which to invest.

But the past is the past, he said, and now it looks like there's a bull market in the sector because steel has become the second-hottest commodity in the world after oil.

The company is making the right product in an industry finally moving in the right direction, with a bidding war for Canadian steel company

Dofasco

going on in the background, he said.

And this war between

Arcelor

and

ThyssenKrupp

is making small U.S. steel companies look a lot more valuable, which could make Oregon Steel a takeover target.

Moreover, in previous markets when steel started looking strong, too many mills would open and flood the market, he said.

But now Cramer believes that more consolidation and more mills closing are keeping supply down and prices from falling.

The bull market in steel, plus takeover speculation, plus the fact that the company builds pipelines for oil and gas makes this stock a triple buy for Cramer.

Turnaround, Look at Me

Why should viewers take a second look at the British company

Pearson

(PSO) - Get Report

?

Because Marjorie Scardino is the CEO, said Cramer, adding that the turnaround at Pearson masterminded by this "tough talking Texan" could make you some mad money.

The company owns the

Financial Times

and part of

The Economist

, so no competing financial publication is going to praise this turnaround, said Cramer. And as far as he's concerned, the lack of high-profile press could be good for investors.

Pearson has three units, Cramer said -- financial news, publishing and education.

One of the reasons Cramer believes the company has started to shine is because Scardino shed its more "eclectic" entertainment assets, including television, amusement park and video-game businesses and used the cash to buy companies that complement its core businesses.

Now the company has become the market leader in education, which makes up more than 60% of the company's sales and comprises textbooks and testing, Cramer said.

The margins are still below those of its competitors', but he said this means there's room for improvement. Cramer sees double-digit earnings growth and improved margins in the company's future.

Cramer also welcomed Clarence Otis, chairman and CEO of

Darden Restaurants

(DRI) - Get Report

, whose Olive Garden and Red Lobster chains just reported strong same-store sales growth.

Otis said that people are still spending at restaurants, even though consumer confidence numbers reflect that they're worried about their wallets.

To view Cramer's interview with Otis, click here.

Lightning Round

Bullish

Cramer was bullish on:

Intel

(INTC) - Get Report

,

Cemex

(CX) - Get Report

,

Google

(GOOG) - Get Report

,

Seagate Technology

(STX) - Get Report

,

Dow Chemical

(DOW) - Get Report

,

Citi Trends

(CTRN) - Get Report

,

Williams Companies

(WMB) - Get Report

,

Votorantim

( VCP),

Samsung

(SSNLF)

,

Apple

(AAPL) - Get Report

,

XM Satellite Radio

( XMSR),

Advanced Micro Devices

(AMD) - Get Report

,

Coldwater Creek

(CWTR)

,

UPS

(UPS) - Get Report

and

Conexant Systems

(CNXT) - Get Report

.

Bearish

Cramer was bearish on:

aQuantive

( AQNT),

Western Digital

(WDC) - Get Report

,

PolyMedica

( PLMD),

3Com

( COMS),

Plug Power

(PLUG) - Get Report

,

Mittal Steel

(MT) - Get Report

,

LG.Philip

(LPL) - Get Report

,

Sirius Satellite

(SIRI) - Get Report

and

Emcore

(EMKR) - Get Report

.

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

click here.

Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by

clicking here

.

At the time of publication, Cramer was long Intel.

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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