The narrative of the stock market hasn't changed, Jim Cramer assured his Mad Money viewers Thursday, but prices you have to pay for it certainly have. Fortunately, savvy investors can use Thursday's weakness as a buying opportunity. Think of it as a Halloween Sale.

Cramer said there are four reasons he's still bullish on stocks. First, while today's manufacturing data was weak, we really have two economies. The consumer economy remains strong and is far larger than our industrial economy. Second, Cramer said, any delay in trade talks is actually a positive, as it gives American companies more time to move their operations out of China. China needs us more than we need them, which means the longer talks drag on, the more China will suffer.

The third reason Cramer still likes the market was the Federal Reserve, which just gave us another interest rate cut. The Fed has already countered this additional weakness, we just need to give it some time.

Finally, Cramer said the strong earnings from Facebook (FB - Get Report) and Apple (AAPL - Get Report) were hugely positive, and makes him bullish on other stocks, like Starbucks (SBUX - Get Report) , which is now trading at a far better price than it was just Wednesday.

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Executive Decision: Columbia Sportswear 

For his "Executive Decision" segment, Cramer spoke with Tim Boyle, president and CEO of Columbia Sportswear (COLM - Get Report) , the outdoor apparel maker that just posted a 20-cents-a-share earnings beat, but saw their shares plunge 3.1% by the close.

Boyle started off by saying that their Sorel brand continues to see strong sales, up 27% for the quarter. Sorel is not a new brand, he noted, the brand began with men's work boots and was popular with snowboarders in the 1990s. Today, Sorel has reinvented itself as a women's footwear brand and Boyle said the name has a lot of growth still ahead of it.

Boyle was also bullish on their partnership with Walt Disney (DIS - Get Report) . He said unlike most branded apparel, footwear is a high-ticket item which helps to bolster sales.

Turning to the topic of China, Boyle said China remains their largest geographic opportunity and they've been selling into China for over 20 years. On the manufacturing side, they've been moving out of China for several years, he said, because the economics and quality are better elsewhere in the world. For brands like Sorel, however, it will take time before alternate manufacturing can be found.

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Focus on the Game at Hand

Investors need to avoid and ignore all of the rampant Wall Street speculation and keep their eyes on the prize, Cramer told viewers. Trying to figure out what will come next is a fool's game.

Cramer said Wall Street needs to take a lesson from the sports world and focus on the game at hand and not what could happen next season. The Federal Reserve just gave us a rate hike, yet the pundits are already placing bets on what comes next. Meanwhile, other pundits are second-guessing every trade talk rumor and tariff deadline. Neither of these tactics is helpful to making money today, Cramer said, and that's why investors must tune it out.

Idle speculation is meaningless, Cramer concluded, what matters is how the companies in your portfolio are performing today. 

Off the Tape: Smarties Candy Co. 

In honor of Halloween, Cramer sat down with Liz Dee, co-president of the privately-held Smarties Candy Co., in his "Off The Tape" segment, to discuss the iconic candy company that's celebrating its 70th anniversary.

Dee explained that Smarties was founded in 1949 in New Jersey and is still a family-run operation. She's a fifth-generation candy maker and, along with her two other co-presidents, is dedicated to keeping the brand iconic but also fresh and current.

Smarties will never change their formula, Dee pledged, noting that the candy is fat-, gluten- and dairy-free as well as vegan. Her company is working hard to modernize their operations, even including social media, while still remaining true to their roots.

Smarties' fiscal year ends today, on Halloween, Dee said, and their entire team is looking forward to a little relaxation after another successful year. 

Eurazeo Brands 

In a special interview, Cramer sat down with Adrianna Shapira, former retail analyst and currently managing director at Eurazeo Brands, for a read on the health of the consumer.

Eurazeo just completed their fifth investment, adding Herschel Supply to their portfolio which includes Nest Fragrances, Pat McGrath, Bandier and Q Mixers. Shapira explained that Herschel is all about travel and adventures and consumers are clamoring for their high-quality line of backpacks, bags and travel goods. Consumers demand smart solutions to travel problems, she said, and that's what Herschel delivers.

When asked about the retail environment, Shapira said that how we shop is being disrupted. Boring is dead. Consumers demand brands that have a soul, she said. If your brand cares and listens to consumers, you win. 

Lightning Round

In the Lightning Round, Cramer was bullish on Nvidia  (NVDA - Get Report) , Advanced Micro Devices (AMD - Get Report) , Okta (OKTA - Get Report) , Slack (WORK) , GW Pharmaceuticals (GWPH) , Covanta (CVA - Get Report) and Chicago Mercantile Exchange (CME - Get Report) .

Cramer was bearish on Xilinx (XLNX - Get Report) , Occidental Petroleum (OXY - Get Report) , OneSpan (OSPN - Get Report) and Innovative Industrial Properties (IIPR - Get Report) .

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At the time of publication, Cramer's Action Alerts PLUS had a position in FB, AAPL, DIS, NVDA.