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Stocks have become so cheap, it's easy to do some buying, Jim Cramer told his Mad Money viewers Thursday. That's why 2019 is shaping up to be a lot better than many investors expected.

This market once again proved the markets are a coiled spring, ready to roar higher on any good news, while shrugging off the bad. In fact, the stock market has become a lot more resilient than even the bulls were predicting, given how things looked just a few short weeks ago.

Shares of PPG (PPG) - Get PPG Industries, Inc. Report were able to soar 4.7% Thursday, despite the company forecasting slowing growth earlier in the quarter. Meanwhile, Morgan Stanley (MS) - Get Morgan Stanley (MS) Report was able to deliver a sub-par quarter, but the rest of the banks continued their march higher.

Cramer noted that Allergan (AGN) - Get Allergan plc Report had another solid day, ending up 2.4%, while American Express (AXP) - Get American Express Company Report and Netflix (NFLX) - Get Netflix, Inc. (NFLX) Report were among only a few standout losers by the close. 

Over on Real Money, Cramer says watch for the earnings impact of this government showdown. Get more of his insights with a free trial subscription to Real Money.

Executive Decision: Kirkland Lake Gold

For an "Executive Decision" segment, Cramer spoke with Tony Makuch, president and CEO of Kirkland Lake Gold (KL) - Get Kirkland Lake Gold Ltd. Report , the gold miner with shares that have doubled since mid-2017.

Makuch said even with the stock's performance over the past 18 months, the best is still yet to come for Kirkland. He said the company has strong earnings per-share growth and they continue to grow production with higher grades of gold, making that growth even more valuable.

When asked about the company's plans to expand production in Australia, Makuch noted that sometimes the best place to look for gold is right where you've already found it. That's been the case in Australia, where additional reserves have been located.

Turning to the topic of consolidation among the world's largest gold mining companies, Makuch said no matter what size company you are, merging allows you to invest differently, putting more money to work in profitable mines and being able to close unprofitable ones.

Finally, when asked about bitcoin versus gold as an investment, Makuch said that, unlike bitcoin, gold is a tangible asset that you can hold in your hand.

What About the Shutdown?

There's one thing being heard on conference call after conference call this earnings season. Companies are telling investors they're seeing no significant slowdown in the economy, and minimal effects, so far, from our 27-day government shutdown.

Cramer said he's not surprised to hear that the economy is humming along (not that Federal Reserve Chair Jay Powell has tapped the brakes on more interest rate hikes), but the government shutdown is another story.

This shutdown is like a hurricane. We simply don't know how long it will last nor how much damage it can do. Neither side seems to be anywhere close to giving in, he said, but with many families living paycheck to paycheck, there will be noticeable effects soon.

That's why Cramer suggested trimming positions in consumer-oriented stocks and instead, sticking with secular growth stocks that won't be affected by the 800,000 people currently out of work. 

Executive Decision: Appian 

In his second "Executive Decision" segment, Cramer also sat down with Matt Calkins, founder, chairman and CEO of Appian (APPN) - Get Appian Corporation Class A Report , an application software company for business. Shares of Appian are up over 116% since their May 2017 IPO.

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Calkins explained that Appian's platform allows companies to build applications in a faster and more elegant way. That's why companies like the Dallas Fort Worth Airport have chosen them to deploy over 40 apps to all of their employees. With Appian, customers can build their apps in weeks, instead of months, Calkins added, which is why they now guarantee customers will be able to deploy on time.

Calkins said many companies already know that Appian's low-code development environment is easier and faster than traditional coding, but many still don't realize that those apps can also be powerful and aren't limited.

When asked if the government shutdown has affected their business, Calkins said there are some contracts which are being delayed, but he doesn't see that business going away.

Cramer said Appian is a lesser-known cloud stock, but is worth a spot in your portfolio.

Am I Diversified?

In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets.

The first portfolio included Chevron (CVX) - Get Chevron Corporation Report , Canopy Growth (CGC) - Get Canopy Growth Corporation Report , Starwood Property Trust (STWD) - Get Starwood Property Trust, Inc. Report , Pattern Energy (PEGI) - Get Pattern Energy Group, Inc. Class A Report and Vodafone (VOD) - Get Vodafone Group Plc Sponsored ADR Report .

Cramer suggested selling one of the energy stocks and adding Ventas (VTR) - Get Ventas, Inc. Report to be properly diversified.

The second portfolio's top holdings included Apple (AAPL) - Get Apple Inc. (AAPL) Report , Visa (V) - Get Visa Inc. Class A Report , Microsoft (MSFT) - Get Microsoft Corporation (MSFT) Report , Constellation Brands (STZ) - Get Constellation Brands, Inc. Class A Report and Waste Management (WM) - Get Waste Management, Inc. Report .

Cramer said this portfolio was properly diversified.

The third portfolio had Boeing (BA) - Get Boeing Company Report , Walmart (WMT) - Get Walmart Inc. Report , Johnson & Johnson (JNJ) - Get Johnson & Johnson (JNJ) Report , Deere & Company (DE) - Get Deere & Company Report and Intel (INTC) - Get Intel Corporation (INTC) Report  as its top five stocks.

Cramer said he was also a fan of this portfolio.

The fourth portfolio's top stocks were Black Hills (BKH) - Get Black Hills Corporation Report , Pfizer (PFE) - Get Pfizer Inc. Report , Procter & Gamble (PG) - Get Procter & Gamble Company Report , AT&T (T) - Get AT&T Inc. Report and Bank of Montreal (BMO) - Get Bank of Montreal Report .

Cramer blessed this portfolio as diversified as well.

The final caller's portfolio had Altria (MO) - Get Altria Group Inc Report Amazon (AMZN) - Get Amazon.com, Inc. Report MasterCard (MA) - Get Mastercard Inc. (MA) Report Canopy Growth (CGC) - Get Canopy Growth Corporation Report and Walt Disney Co.  (DIS) - Get Walt Disney Company Report

Cramer suggested selling Altria and adding a healthcare stock like UnitedHealth (UNH) - Get UnitedHealth Group Incorporated Report .

Lightning Round

In the Lightning Round, Cramer was bullish on Brinks (BCO) - Get Brink's Company Report , Sangamo BioSciences (SGMO) - Get Sangamo Therapeutics, Inc. Report , Medtronic (MDT) - Get Medtronic Plc (MDT) Report , GW Pharmaceuticals (GWPH) - Get GW Pharmaceuticals PLC Sponsored ADR Report and EPR Properties (EPR) - Get EPR Properties Report .

Cramer was bearish on Fiat Chrysler (FCAU) - Get Fiat Chrysler Automobiles N.V. Report .

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At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL, MSFT, JNJ, AMZN, DIS, UNH.

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