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) -- The bull facts just keep getting in the way of the bearish story, Jim Cramer told

"Mad Money"

viewers Thursday as he reflected on just what the bears must be thinking as the market continues to march higher.

Cramer said that normally when the government mandates that a company's products stop being used over safety concerns, the stock of that company plummets. But in the case of


(BA) - Get Report

, its stock rallied despite the FAA grounding its fleet of 787 Dreamliners out of concerns over battery fires.

How can this happen? Cramer said it's simple. If you're an airline with 787s on order, you're certainly not canceling your order over this news. What are the alternatives, he asked, older, less fuel efficient planes? A fix for the batteries will come soon enough, and for those airlines with planes on order, better the bugs be worked out before you take delivery.

Cramer said the markets are full of cases like Boeing, case where bullish facts are getting in the way of what's assumed to be a bearish story. Payroll taxes went up and are supposed to crimp the U.S. consumer, he said, yet data released today show housing starts at their highest levels in years.

Cramer said that yes, the markets can pull back at any time. But over the long run, it's getting harder and harder to be a bear.

Worth the Investment

With the coming of Obamacare in 2014, Cramer said the temporary staffing business is on a tear, but there's only one company that's worth the investment:

Robert Half

(RHI) - Get Report

, a stock that's up 26% over the past two months.

Cramer explained that Obamacare requires companies with over 50 full-time employees provide health coverage for those employees, a rule that's forcing many small and medium-sized businesses to turn to temporary staffing to fill the void and save them money.

While the law doesn't officially start until 2014, it provides for a 12-month "look back" to see if a company is large enough to qualify. That means companies must begin keeping their staffing levels below 50 employees starting Jan. 1.

There are many companies in the temporary staffing arena, said Cramer. There are those that provide general labor services while others provide specialized workers like those in accounting, information technology and engineering. Cramer said the latter is the better play as those employees afford the staffing companies higher margins.

That's where Robert Half comes in, said Cramer. This company enjoys 40% margins and is a leader when it comes to placing accounting and IT professionals. He said the stock trades at 19 times earnings and the company has a 20% growth rate, which is better than its competitors like

On Assignment

(ASGN) - Get Report


Cramer said that shares of Robert Half have already run up big, but the move has only just begun as more and more companies begin to navigate the new health-care requirements in our country.

What's Up With Herbalife?

The stock of


(HLF) - Get Report

has become a battle between hedge fund managers, Cramer told viewers, and that means individual investors need to head for the hills.

Cramer said he avoids battleground stocks like the plague because once the fundamentals stop mattering, there's simply no way to value a stock or figure out where it may be headed.

Herbalife saw the value of its shares almost cut in half after accusations were made the company was nothing more than a big pyramid scheme. However, after a pre-announcement today of better-than-expected earnings, shares have returned to the levels they enjoyed before the accusations.

Cramer said the hedge funds shorting the stock are betting the U.S. government will now step in and investigate Herbalife, something that will either put the company out of business or at least slow its growth enough to send its share price plummeting. But as Cramer noted, relying on th government is a tough strategy as you never know what, if anything, it'll do, or when.

Meanwhile, Herbalife continues to do what it's always done, put up great numbers and grow, grow, grow -- something that will make it increasingly difficult for the short sellers. Cramer reminded viewers that short sellers need to borrow the stock they short, so if everyone goes long on the stock, the shorts may be forced to cover their positions in a hurry.

So while the tide may be turning in the company's favor, Cramer said he's still advising individual investors stay away until after the dust settles.

Lightning Round

In the Lightning Round, Cramer was bullish on




Westport Innovations

(WPRT) - Get Report


United Technologies



(HON) - Get Report


Cheniere Energy

(LNG) - Get Report


Opko Health

(OPK) - Get Report



(CVX) - Get Report


Cramer was bearish on


(AMRN) - Get Report


Mad Mail

In the "Mad Mail" viewer feedback segment, Cramer followed up on

Ironwood Pharma

(IRWD) - Get Report

, a stock that's up 20% so far this year. Cramer said that he'd rather be in a big pharma name like


(PFE) - Get Report

. Cramer did bless owning



, however, even though that stock is up a full 170% over the past 12 months.

When asked about


(HOV) - Get Report

, Cramer said he prefers just about any other homebuilder over Hovnanian, and

Pulte Homes

(PHM) - Get Report

wins best in show.

Cramer was bearish on

Nordic American Tanker

(NAT) - Get Report

, although he said the company's dividend cut might signal a bottom in the stock. He was also not a fan of


(PRU) - Get Report

saying that he prefers

American International Group

(AIG) - Get Report

, which is less expensive.

Finally, Cramer said he's not a fan of

Darden Restaurants

(DRI) - Get Report

, which has not been well run as of late, but he is a fan of

Southern Company

(SO) - Get Report


No Huddle Offense

In his "No Huddle Offense" segment, Cramer said it's time to unwind the "buy the big banks, sell the small ones," strategy. He said the big banks have failed to inspire any excitement as of late, and the action has moved into the regional banks.

Cramer said the regional banks can make more money as the economy recovers and housing rebounds. He recommended

First Horizon

(FHN) - Get Report


Key Corp

(KEY) - Get Report

, a stock he owns for his charitable trust,

Action Alerts PLUS.

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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 AIG, CVX, KEY and UTX.

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."

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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.