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NEW YORK ( TheStreet) --

"There's been a definite momentum shift in the markets," an upbeat Jim Cramer told the viewers of his "Mad Money" TV show Monday.

He said after a delayed reaction to the good earnings news of last week, stocks are once again on the move.

Cramer said when he reviewed all of the news and results of last week he saw a lot of positive things, including tremendous earnings. He said despite the doom and gloom of the headlines, 65% of the companies reporting managed to beat the already heightened expectations.

Cramer also said that despite the naysayers proclaiming that the great earnings were nothing more than continued cost cutting, companies reported spectacular sales growth based on an actual uptick in demand.

He said the good news was not all related to China either, as many has speculated. Rather he saw a lot of chatter about the U.S. economy from companies like Union Pacific ( UNP) and Alcoa ( AA), a stock which he owns for his charitable trust, Action Alerts PLUS .

Also in the plus column, companies like PPG ( PPG), which noted that while input costs are indeed rising, they're manageable and not profit killers.

Cramer said he was also encouraged by Apple ( AAPL) and Intel ( INTC), two more Action Alerts PLUS names that rallied after initially getting hit on their earnings news. Cramer said he'd be a buyer of Skyworks Solutions ( SWKS) as that company also fits this pattern.

Finally, Cramer said he's bullish because General Electric ( GE), a company with its hands in everything from oil service to health care, also reported strength in all of its business units, further evidence that the rally is for real and the bears need to readjust their thinking.

Scouting Report

Cramer offered up a pre-game scouting report on packaged goods maker Kimberly-Clark ( KMB), purveyors of the Kleenex, Huggies and Scott Tissue brands, ahead of the company's earnings and conference call Tuesday.

Cramer said Kimberly's earnings will set the tone for the next three months of the stock's performance, and with analysts having no expectations for the company, it might just be able to deliver an upside surprise. And if not, Kimberly's 4.1% dividend yield will protect it from a lot of downside.

Cramer noted that of the analysts covering Kimberly there are five buys, two holds and 11 sell ratings. He said if even one of the hold or sell analysts goes to a buy, or raises estimates, the stock will likely rally. What does Kimberly have to say on their call to make that happen? Cramer said any number of things.

Kimberly needs to reassure analysts about rising input costs, said Cramer, or tell them that the company is stemming the losses from rivals like Proctor & Gamble ( PG) and increased competition from private label brands.

Kimberly could also offer some positive news on its professional businesses, which were particularly weak last quarter. Cramer said if any of this problems are resolved, it'll be good news for Kimberly.

Analysts are looking for $1.15 per share in earnings on $5.03 billion in revenue. Cramer said the stock will likely get hit if earnings fall short of these estimates, but that may leave an opportunity for management to reassure investors on their conference call later in the day.

Intraday Turnaround

Cramer offered a post-game review of McDonald's ( MCD) earnings action from today, as the stock opened lower on the earnings news, only to turn around midday and close higher by 37 cents a share.

Cramer explained that before the opening bell, McDonald's reported inline numbers with earnings of $1.16 a share on revenue of $6.21 billion, just shy of analysts' expectations of $6.22 billion. As a result, shares of McDonald's took a 76 cent nose dive at the open.

Among the concerns for investors, the company's same-store sales were weak for December and for the quarter after falling short in November as well. Sales in Europe also appeared sluggish as commodity costs continued to rise. Making matters worse, it appeared that McDonald's efforts to expand its beverage offerings may have run out of steam.

But all of these concerns were addressed on the company's conference call at 11 a.m., sending shares sharply higher, reversing all of the morning's losses.

Cramer said management addressed every concern, stating that bad weather was the culprit for declining same store sales in December, but sales for January had rebounded. Management also noted that food inflation costs were under control, and the company's aggressive growth plans remained intact.

Cramer said investors who do their homework could have used this morning's slump as an excellent buying opportunity, as shares of McDonald's trades at just 15 times earnings despite the company's 10% growth rate and its juicy 3.3% dividend yield.

Electric Car Buzz

In the "Executive Decision" segment, Cramer welcomed David Crane, president and CEO of NRG Energy ( NRG), to the show to discuss the company's rollout of battery charging stations for the home so consumers can charge up their electric cars.

Crane said NRG hopes to turn the "range anxiety" of electric cars into "range confidence" by allowing customers to charge their cars in the convenience of their garage. He said by the end of next year some 11 different manufacturers will be offering electric vehicles, one of the biggest opportunities for utilities since the advent of air conditioning.

Under one of NRG's plans, Crane said the company will install the charging station for free and offer customers unlimited charging of their vehicle for just $80 a month. He said while supply constraints may limit electric cars in 2011 and 2012, by 2013 electric cars will have hit the mainstream.

Turning towards NRG's nuclear power business, Crane said progress has been slow with natural gas prices at record lows. He said that nuclear plants are being built however, and other parts of the whole continue to endorse the industry.

Cramer said it's far too early for electric cars to move the needle for NRG, but he's excited about the company's prospects nonetheless.

Lightning Round

Cramer was bullish on Herbalife ( HLF), CenturyLink ( CTL), ( ACOM), OpenTable ( OPEN), Netflix ( NFLX), InterDigital Communications ( IDCC) and Core Labs ( CLB).

He was bearish on Nordic American Tanker ( NAT) and Oceaneering International ( OII).

No Huddle Offense

Cramer commented on the floods that have ravaged the mineral rich regions of Australia. Cramer said he expects the rebuilding in the region to be swift, as Australia helps feed the voracious appetite of China, which increasingly needs more minerals.

Among Cramer's favorite stocks to help Australia rebuild is lumber giant and Action Alerts PLUS stock Weyerhaeuser ( WY). Cramer said he also likes miner Freeport-McMoRan ( FCX) and aluminum giant Alcoa ( AA), another Action Alerts PLUS favorite.

--Written by Scott Rutt in Washington, D.C.

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At the time of publication, Cramer was long Alcoa, Apple, Intel, Weyerhaeuser.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 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, 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, 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 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, 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.

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