If the White House is no longer pro-business, that's bad news for stocks, Jim Cramer admitted to his Mad Money viewers Monday. This sudden change of heart means investors will be willing to pay less for stocks, Cramer said, and everyone needs to reset their expectations.

Cramer's long been a champion of some of President Trump's economic policies, like lower taxes and deregulation to spur growth. He's even been a proponent of the President's trade war with China, as China has been violating trade rules for decades. But the surprise news that Trump is willing to use the threat of tariffs against Mexico, a friendly trading partner, in order to win immigration concessions, crosses the line. He said investors must now rethink what they're willing to pay for stocks.

Add to that the new crackdown against tech giants like Alphabet (GOOGL - Get Report) for antitrust violations and increased scrutiny of Facebook (FB - Get Report) , both of whom the President sees as political opponents, and we're clearly entering a new world.

Cramer reminded viewers that the stock market craves certainty, and in this environment, any company is now just one Presidential tweet away from ruin. The only sector of our economy Trump hasn't attacked is fossil fuels. When the White House is your enemy, stock prices need to be adjusted accordingly.

Executive Decision: Wingstop

For his "Executive Decision" segment, Cramer sat down with Charlie Morrison, chairman and CEO of Wingstop (WING - Get Report) , the chicken wings restaurant chain with 1,200 locations and a stock that's up 26% for 2019. Wingstop is celebrating their 25-year anniversary this year.

Morrison explained that Wingstop's success stems from a unique product with unique flavors that customers love. The brand is very portable and has been very successful in 43 states in here in the U.S. as well as in nine countries outside of the U.S.

Unlike other restaurant chains that sell wings, Wingstop is uniquely carryout and delivery operation, Morrison said, and that gives them a small labor footprint and other efficiencies that rivals simply cannot match. Wingstop recently partnered with DoorDash to make delivery even easier for customers.

When asked about the success of delivery, Morrison said that on average, delivery customers spend $5 more than non-delivery customers. That's likely due to the fact delivery customers have more time to explore their menu. Strong delivery sales helped contribute to this quarter's 7.1% rise in same store sales growth.

Out of Fashion

Sometimes doing everything right is not enough, Cramer admitted to viewers. Case in point, apparel maker VF Corp (VFC) , which Cramer last recommended in September, a recommendation that went horribly wrong.

At the time, Cramer said VF's apparel brand, Vans, was on fire and the company announced it was spinning off its jeans business. That spin off happened earlier this month when Kontoor Brands (KTB) debuted as a leading jeans supplier that included Lee and Wrangler.

However since September, the Federal Reserve sent the markets into a tailspin and President Trump ratcheted up the trade war with China. It's the latter that investors fear, as the remaining VF gets 25% of its sales from China and those sales may now be at risk.

Cramer said he still thinks Vans is a multi-year growth story and he's a big believer in management and the spinoff. That said, shares are simply too expensive at 24 times earnings given the company's Chinese exposure. Any company relying on China will make investors nervous given the current environment.

Executive Decision II: Brinks

In his second "Executive Decision" segment, Cramer sat down with Doug Pertz, president and CEO of Brinks (BCO - Get Report) , a stock that's up 22% for the year.

Pertz said his company's acquisition of rival Dunbar is going great and soon the Dunbar trucks will be converted to the Brinks name, adding to their dominant position in the industry. However, despite their size, Pertz noted that there are still 3.8 million retail locations in the U.S. and that leaves a lot of room for growth for his entire industry. Many retailers are still not being served or are being underserved.

Despite the proliferation of credit card, Paypal (PYPL - Get Report) and other digital payments, Pertz said over the past three years, Brinks has still been able to grow 5% a year.

Brinks is also looking into new opportunities outside of transporting cash. The cannabis industry is seeing huge growth, Pertz noted, and is one area where secure transportation and logistics services will be needed.

Lightning Round

In the Lightning Round, Cramer was bullish on Wendy's (WEN - Get Report) , Zoetis (ZTS - Get Report) , Pepsico (PEP - Get Report) , Dominion Energy (D - Get Report) , Consolidated Edison (ED - Get Report) , American Electric Power (AEP - Get Report) and Exact Sciences (EXAS - Get Report) .

Cramer was bearish on Enphase Energy (ENPH - Get Report) , McKesson (MCK - Get Report) , New Age Beverages (NBEV - Get Report) and Exelon (EXC - Get Report) .


No Huddle Offense

In his "No Huddle Offense" segment, Cramer made the case for buying stocks, even in an environment where trade and tariffs dominate the headlines.

Cramer said the proprietary S&P 500 oscillator that he's been following for decades shows a classic oversold condition, which means investors should be buying. If recent history is any guide, the markets always overreact to tariffs, then snap back to the upside when investors realize things aren't as bad as they seem or when Trump himself reverses course.

Cramer advised buying in stages as the market continues lower, but he said when the oscillator reaches -5, that's always been the signal to buy.

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At the time of publication, Cramer's Action Alerts PLUS had no position in the stocks mentioned.