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If Trump sticks with his promises, we'll find ourselves in a brave new world, Jim Cramer told his Mad Money viewers Monday, as saber-rattling out of China warned investors that a trade war is not a good thing.
Cramer said it's easy to predict some of the winners with a Trump presidency.
Trump favors cutting taxes, building infrastructure, boosting defense and getting tough on trade.
That's good news for retail and leisure, the materials stocks and, of course, Lockheed Martin (LMT) - Get Lockheed Martin Corporation Report and Northrop Grumman (NOC) - Get Northrop Grumman Corporation Report . But it's the last item -- getting tough on trade -- that cuts both ways.
Today, news out of China warned that a trade war could see Boeing (BA) - Get Boeing Company Report orders replaced with Airbus, and sales of everything from cars to iPhones getting crimped. That news sent shares of Apple (AAPL) - Get Apple Inc. Report , an Action Alerts PLUS holding, down 2.5%, and General Motors (GM) - Get General Motors Company Report down 2%.
Boeing and Apple may be only just the beginning, Cramer said; many U.S. companies need overseas markets to thrive. With these new risks, the markets become less clear, he concluded, and that takes us into uncharted territory.
Jim Cramer and Jack Mohr are trimming their Panera (PNRA) position on strength. Read why and what they're telling their members with a free trial membership to the Action Alerts PLUS investment club.
Executive Decision: Harman
For his "Executive Decision" segment, Cramer sat down with Dinesh Paliwal, chairman and CEO of Harman International (HAR) , the auto infotainment maker that today announced it is being acquired by Samsung (SSNLF) for $112 a share -- a 25% premium from where shares opened for trading.
Paliwal said that the technological transformation in cars continues and in today's market, scale matters. When Harman began talking to Samsung, he said, there were so many complementary technologies being developed, from 5G connectivity and high-resolution displays to speech recognition, and there was hardly any overlap.
Under the terms of the deal, Harman will retain its headquarters and its management team, acting as a subsidiary of Samsung. This gives Harman deep research and development resources, Paliwal added.
Harman is not standing still, as the company has doubled down on cyber security, acquiring another company to help keep its products secure. Cyber attacks can happen to your home, your car or your devices, he said, and Harman takes the challenge seriously.
Cramer's bottom line, "Paliwal saw a lot of things coming and got a lot of things right."
More from tonight's show recap: "Executive Decision" guests include Udi Mokady, CEO of Cyberark (CYBR) - Get CyberArk Software Ltd. Report . Plus, Cramer diagnoses the problems with CVS Health Corp (CVS) - Get CVS Health Corporation Report .
CVS: No More Market Darling
What the heck happened to CVS Health, the former market darling which, Cramer said, has now become a total dog? After rising from $33 a share in 2011 to a high of $112 last year, shares have now declined a full 33%.
Cramer reminded viewers that CVS is a lot more than just the retail drugstore we see on every corner. The company is also among the largest pharmacy benefit managers, a group that is experiencing a wave of vicious competition.
After purchasing the pharmacy operations of Target (TGT) - Get Target Corporation Report last year, CVS also acquired Omnicare in an effort to bolster its benefit management operations. The latter move proved to be problematic however, as it represented the peak of the pharmacy benefit market.
When the company reported in August, it delivered mixed results but raised its earnings outlook for the year. Then, just three months later, CVS again missed earnings, and this time slashed its guidance. Cramer said this move made CVS management seem clueless in a world where it is seeing increased competition from Walgreens (WAG) and the possible repeal of Obamacare.
Cramer said this once-loved stock is now in the penalty box and he can't recommend it.
Executive Decision: CyberArk
In his second "Executive Decision" segment, Cramer spoke with Udi Mokady, chairman and CEO of CyberArk, the cybersecurity company that recently posted a 10-cents-a-share earnings beat with better-than-expected revenue, up 37% from the year-ago period. Shares responded with a 6% gain and haven't looked back.
Mokady said that anything that is connected to the Internet is hackable. He said most attacks start small and slowly escalate to privileged administrator accounts, and CyberArk helps prevent those escalations from occurring.
The cybersecurity market is changing, Mokady continued, as CyberArk is now being engaged before attacks happen rather than only after there has been a breach. The company currently has 2,800 customers, but Mokady said he still sees a "green field" opportunity around the world.
"Compliant is not secure," Mokady added, saying that most companies still have a lot of work to do.
Cramer said that CyberArk remains among his favorites in the group.
In the Lightning Round, Cramer was bullish on American Tower (AMT) - Get American Tower Corporation Report , Kroger (KR) - Get Kroger Co. Report , Arrow Electronics (ARW) - Get Arrow Electronics, Inc. Report , Tech Data (TECD) - Get Tech Data Corporation Report , Dunkin' Brands (DNKN) - Get Dunkin' Brands Group, Inc. Report , Enterprise Products Partners (EPD) - Get Enterprise Products Partners L.P. Report and Kinder Morgan (KMI) - Get Kinder Morgan Inc Class P Report .
Cramer was bearish on AmSurg (AMSG) .
In his "No-Huddle Offense" segment, Cramer said the banks are finally starting to roar, and the move was totally gettable after JPMorgan Chase (JPM) - Get JPMorgan Chase & Co. Report CEO Jamie Dimon told you as much on Feb 11.
It was on that day that Dimon made the bold bet of purchasing 500,000 shares of JPMorgan stock at $53 a share, which represented almost the absolute bottom for the banks.
Cramer said Dimon's move was a "statement buy," as it symbolized that he felt shares had gone low enough and brighter days were ahead. Flash forward to today, when interest rates are moving higher and our new "builder-in-chief" is looking to spend, spend, spend -- and it looks like Dimon couldn't have been more right.
Dimon has faith and belief, Cramer noted, and now it's time for us to have some as well.
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At the time of publication, Cramer's Action Alerts PLUS positions in PNRA and AAPL.