There's always a bull market somewhere, Jim Cramer tells his Mad Money viewers at the end of every episode, and on Monday, that was just the start. Even on what looked like a miserable day for Wall Street, investors still found things they were willing to buy. Cramer said that's a very bullish sign for the stock market.

Despite what Cramer calls the "tariff tiff tweet," there's opportunity if investors focus on domestic companies that are doing well and are committed to success.

Monday, we saw lots of bullish behavior, including the CEO of UnitedHealth Group (UNH - Get Report)  purchasing $4.6 million worth of his own shares in the open market as a sign of confidence in his company. Investors also flocked to consumer packaged goods companies like Hershey (HSY - Get Report) and Kellogg (K - Get Report) , along with Walt Disney (DIS - Get Report) and McDonalds (MCD - Get Report) , all of which are not levered to trade or China.

Tech also saw strength, with Alphabet (GOOGL - Get Report) beginning to show some strength for the first time since reporting earnings that disappointed Wall Street. Cramer was also bullish on Apple (AAPL - Get Report) , a company he said should be looked at as a consumer company, not a technology company. The lifetime value of of an iPhone customer, he said, is worth a lot more than the lifetime value of someone who uses toothpaste from Colgate Palmolive (CL - Get Report) . 

Cramer and the AAP team are focusing on earnings this week. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.

Ford's New Plan for Profits

Shares of Ford (F - Get Report) are making a big comeback in 2019, up over 25%, and Cramer said this move is a real deal, as the company has a new plan for profits.

Ford shares peaked at $17 back in 2014 and had been on a slow decline since then. The bottom finally came in December of 2018, with shares falling to below $10. During that time, it seemed that Ford has lost its way. The company had fallen behind in new technologies, and operationally, it seemed to be losing money everywhere as it pushed a one-car-fits-all strategy around the globe.

But after replacing CEO Mark Fields, Ford has been on the mend. The company has begun to focus on the cars and areas that make it money, cutting back on those that don't. Ford saw strength in both pickups and SUVs last quarter, surprising analysts with an upside surprise. Even in China, Ford is seeing its fortunes begin to turn, while overall the company is making more money by producing fewer cars.

Cramer said Ford is ridiculously cheap at just seven times earnings, especially with a 5.8% dividend yield. 

On Real Money, Cramer keys in on the companies and CEOs he knows best. Get more of his insights with a free trial subscription to Real Money.

Ready for Another 'Cloud King' 

Now that the Justice Department has blessed IBM's (IBM - Get Report) acquisition of Red Hat (RHT) , Cramer said there's a vacancy on his list of "cloud kings," a group of seven stocks that have gained an average of 37% since March 2018. That list includes Adobe Systems (ADBE - Get Report) , ServiceNOW (NOW - Get Report) , Workday (WDAY - Get Report) , Salesforce.com (CRM - Get Report) , Splunk (SPLK - Get Report) and VMware (VMW - Get Report) .

The company Cramer says is worthy of being anointed as a king? Twilio (TWLO - Get Report) .

Cramer said we live in a mobile world, which means text messaging and other mobile alerts and notifications are vital to success. That's what makes Twilio an essential part of every cloud service. The company's services now include emails, thanks to the acquisition of Send Grid, and even call center management. When the company last reported, it delivered a five-cents-a-share earnings beat when the street was only looking for a penny.

Twilio is not cheap, Cramer noted, but when compared to red hot IPOs like Zoom Meetings (ZM) , the company is not as expensive as it appears. 

Executive Decision: Funko

For his "Executive Decision" segment, Cramer again sat down with Brian Mariotti, CEO at Funko (FNKO - Get Report) , the pop culture collectible maker and a stock with a 20% gain since Cramer last checked in with the company in early March. Last week, Funko reported an eight-cents-a-share earnings beat with a 22% rise in revenues.

Mariotti said Funko has a passionate team of pop culture enthusiasts and can now produce products in mere days after events occur. They have factories running 24/7 to meet demand and always ensure they're always at the heart of what people are talking about. From Game of Thrones, to the Avengers and beloved children's characters, Funko has the collectibles fans are craving.

Mariotti also noted that Funko has 1,100 licenses around the word, which means they are not a hit-driven business who's fate rests on the next big movie or event.

When asked about their production, Mariotti said Funko now sources 70% of its items outside of China, which has afforded them better quality, lower costs and more stability overall. 

Tariff Tiff Tweet 

In his "No-Huddle Offense" segment, Cramer said the markets may be desperate for a trade deal with China, but in reality, the U.S. is winning and they need us a lot more than we need them.

Cramer said President Trump's tweets on trade earlier today were a test to gauge the market's reaction and it passed with flying colors. While many pundits may fret over China, the fact remains our economy is strong, job growth is strong, GDP is strong and there is little to no inflation. China, on the other hand, is vulnerable, and Trump knows it.

That's why the averages were able to reverse their losses, Cramer concluded, and why investors shouldn't expect a quick resolution anytime soon. 

Lightning Round

In the Lightning Round, Cramer was bullish on Lennox International (LII - Get Report) , FedEx (FDX - Get Report) , Take-Two Interactive (TTWO - Get Report) and GW Pharmaceuticals (GWPH) .

Cramer was bearish on Nabors Industries (NBR - Get Report) , CH Robinson Worldwide (CHRW - Get Report) , The Blackstone Group (BX - Get Report) and General Dynamics (GD - Get Report) .

Introducing TheStreet Courses: Financial titans Jim Cramer and Robert Powell are bringing their market savvy and investing strategies to you. Learn how to create tax-efficient income, avoid top mistakes, reduce risk and more. With our courses, you will have the tools and knowledge needed to achieve your financial goals. Learn more about TheStreet Courses on investing and personal finance here.

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.

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.

Ask Cramer | Get Answers to Your Most Pressing Market Questions

At the time of publication, Cramer's Action Alerts PLUS had a position in UNH, DIS, GOOGL, AAPL, CRM, TWLO.