Click here for an archive of Jim Cramer's MadMoney recaps.Click here to get Jim Cramer's Mad Money Post Game video exclusivelyon TheStreet.com.


NEW YORK ( TheStreet) -- "There are only 35 trading days left in the year," Jim Cramer told the viewers of his "Mad Money" TV show Monday, "and there are no data points left to derail the bulls."

Cramer said investors need to consider where we are on the calendar. The markets have just entered a data void until the end of the year, he said. The companies have all spoken, most with upside surprises. The Federal Reserve has spoken, saying it's not raising rates anytime soon. The hedge funds are done liquidating until the end of the year. There is no major economic data coming out. What does it all mean? Cramer said it means there is nothing for the bears to latch onto, and nothing to stop the bulls.

With the bears out of the way, Cramer said it's time to circle back to the leaders that have been stalled, and back to anyone who exports goods and can take advantage of the weak dollar.

Cramer gave the nod to Apple ( AAPL) and Google ( GOOG), saying that the earnings estimates for these two tech giants are too low. He gave the companies a $300 and $700 price targets respectively.

Cramer said he's also interested in the financials again, mainly Goldman Sachs ( GS), Bank Of America ( BAC) and Wells Fargo ( WFC), all three of which he owns for his charitable trust, Action Alerts PLUS.

Cramer said Goldman will be headed back to its highs and he sees 15 points of upside in that stock. He said both Bank of America and Wells Fargo have been held down on fears of pending secondary offerings. He said the CEOs of these firms should just carry through with their the secondaries and use the funds to pay back their TARP money, and send their stocks to 52-week highs.

Valuating Assets

There's a crisis of credibility on Wall Street, Cramer said, and that's good news for the financial audit firm of Duff & Phelps ( DUF).

He said with increased government intervention into the private sector and no one having a clue have financial instruments are really worth, Duff & Phelps is the perfect "stock for the moment."

Cramer said Duff's specialty is valuation and advisory services, which hedge funds, mutual funds and companies use when they're buying or selling complex assets or businesses.

He said in a typical transaction, a seller might use "mark-to-model" accounting, and value their assets too high, while the buyer would likely use "mark-to-market" accounts, which often values assets too low. Duff & Phelps would act as the referee, and provide both parties with a fair valuation.

Cramer said with the pickup in mergers and acquisitions, and on the flip side, a pickup in bankruptcies and spin offs, Duff's services are in demand. The stellar company is used by 12 out of the top 25 largest global hedge funds and 13 of the top 25 largest private equity funds, he said.

Duff is currently growing earnings at 20% a year, yet trades at just 15 times its earnings. That's too low said Cramer, who is willing to pay twice the growth rate for a stock. He said the stock was stalled ahead of a planned secondary offering, but with that overhang now lifted, Duff & Phelps should be ready to ride the wave of distrust on Wall Street.

Priced Too High

In the "Know Your IPO" segment, Cramer told viewers that it doesn't matter how great a company's IPO is, if it's priced too high. He said this appears to be the case with Dollar General, the country's largest dollar store chain, which is set to come public this week under the ticker "DG" between $21 and $23 a share.

Cramer said the Dollar General IPO is being underwritten by Goldman Sachs, a firm which hurt investors with the overpriced IPO of Dole Foods ( DOLE) last month. Dole came public at $12.50 a share, only to immediately trade lower. The stock is currently trading at only $11.96 a share.

Cramer said there's no question that Dollar General is the best dollar-store operator out there, but the IPO deal is making him nervous. First, he said that insiders are cashing out with nearly one third of the offering. Second, the company will still have a mountain of debt, $3.7 billion worth that it must still contend with. Lastly, he said the company will still be controlled by the company's current investors, which leaves little recourse for shareholders.

According to Cramer, Dollar General should price at a premium that should not exceed $19 a share. At $21 to $23 a share, Cramer said this deal just lines the pockets of the insiders and the bankers, and investors need to stay away.

Mad Mail

Cramer followed up on some recent "Lightning Round" stocks that stumped him. He said that American Capital Agency ( AGNC) is too risky if the Federal Reserve begins raising rates and he'd steer clear.

Cramer said that Fuqi ( FUQI), a Chinese jewelry maker, may be an interesting way to play the rise of the middle class in China. He also said that Genomic Health ( GHDX), a cancer diagnostics maker, is a very speculative way to play the fight against cancer.

Cramer told a final viewer that Warren Buffet is a great man, and he'd be a buyer of Berkshire Hathoway ( BRK-B), especially given the coming 50:1 stock split, which will make shares more accessible to smaller investors.

Lightning Round

Cramer was bullish on American Express ( AXP - Get Report), Targacept ( TRGT), Allos Therapeutics ( ALTH) and Becton Dickinson ( BDX - Get Report).

He was bearish on Regeneron Pharmaceuticals Inc ( REGN - Get Report), Motorola ( MOT), Alcon ( ACL), MetroPCS Communications ( PCS), Frontline ( FRO - Get Report) and Beckman Coulter Inc ( BEC).

To watch replays of Cramer's video segments, visit the Mad Moneypage on CNBC .

Want more Cramer? Check out Jim's rules and commandments forinvesting from his latest book by clicking here.

For more of Cramer's insights during the Lightning Round, clickhere .

At the time of publication, Cramer was long Goldman Sachs, Bank of America and Wells Fargo.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.