Cramer's 'Mad Money' Recap: Japan -- I'm a Buyer (Final)

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NEW YORK ( TheStreet) -- "I'm a buyer here, not a seller, and I think you should be too," Jim Cramer told the viewers of his "Mad Money"TV show Monday.

Cramer said there's no denying that the situation in Japan is horrible, but he has faith in the Japanese ability for a quick rebound.

On the sixth anniversary of "Mad Money," Cramer reminded viewers that natural disasters spur economic activity, and ultimately that's good news for stocks. He said companies like Caterpillar ( CAT), a stock which he owns for his charitable trust, Action Alerts PLUS, is a logical choice, as just about all of the company's equipment and generators will be in high demand.

Also on the list of gainers, companies like Fluor ( FLR), another Action Alerts PLUS name, along with Eaton ( ETN) and Emerson Electric ( EMR).

On the materials side, Cramer said he likes Alcoa ( AA), the smart play on aluminum, as well as Freeport-McMoRan ( FCX) for other raw materials.

For all other stocks, Cramer said investors need to ask, "Will Japan cause this company to have more orders, or less?" In most cases, the answer will be neither, which is why Cramer said he's not advocating liquidating portfolios on the Japanese disaster.

Cramer said Japan needn't be all doom and gloom, the country will rebuild stronger than before.

Banking on Higher Day Rates

In the "Executive Decision" segment, Cramer spoke with Herbjorn Hansson, chairman and CEO of Nordic American Tanker ( NAT), a stock Cramer has historically been a fan of until recently, when a glut of unused tankers have been pressuring the industry.

Hansson explained that the unrest in Libya has caused day rates for ships to increase, as more transportation work is needed to bring ships to other countries to pick up the slack.

He also said that the disaster in Japan will also be a boon for rates, both short term and long term. "Japan is one of the best organized countries in the world," said Hansson. He said the rebuilding there will be the same as a strong business cycle, and with nuclear power called into question, more oil will be needed.

Hansson also explained Nordic American's strategy of buying more tankers when rates are down so that the company can capitalize when rates increase.

He said that last year, Nordic American had 15 ships, but this year they have 19, which is part of the reason why the company has paid a dividend for the past 54 consecutive quarters. Hansson said Nordic American can pay a $4 dividend when day rates are above $40,000 a day, a place they've exceeded for seven of the past 11 years.

Cramer said he's once again bullish on the Nordic American story, calling it a best of breed player with a terrific dividend yield.

Six Stellar Stocks

"Good stock picking matters," Cramer told viewers, as he reflected on his six years of "Mad Money." He said while the S&P 500 has yielded only 8% over the last six years, the six best performing stocks tell a very different story.

The little known company of VirnetX ( VHC) tops the list of best performing stocks since "Mad Money" began. The stock is up some 5,871%, as this little company with just one patent for 4G security won a lawsuit against tech giant Microsoft ( MSFT).

Second on the list, Green Mountain Coffee Roasters ( GMCR), up 3,125%. Cramer said Green Mountain's Keurig coffee makers are a game changer for the 89 billion cups of coffee that are consumed at home each year.

Third was Questcor Pharmaceuticals ( QCOR), up 2,536%. Cramer said this tiny drug company was able to capitalize on its highly expensive, but highly needed orphan drugs.

Fourth on the list was Netflix ( NFLX), which was up 2,018%. Cramer said Netflix, like Green Mountain, also built a better mousetrap, but this time for movies. He said the company has also been able to grow earnings 36% a year.

Fifth was ( PCLN), one of the few surviving dot-coms, which saw a gain of 2,002% in its stock. Cramer said this company is invaluable for those who use it, which explains its 20% average growth rate over the past six years.

Finally, SXC Health Solutions ( SXCI) made the list, with it's 1,893% return. Cramer said this pharmacy benefit manager is tapping in on another huge trend, the need for lower health care costs.

What do all six of these stocks tell us? Cramer said it's that successful speculation and stock picking are two way to make a killing in the markets, and definitely trumps investing in just the averages.

Mad Mail

Cramer told a viewer that he would be a buyer of Freeport-McMoRan on a scale, and buy more if it goes lower. Cramer told another viewer that he would stay away from all uranium stocks in light of the disaster in Japan.

Lightning Round

Cramer was bullish on Xilinx ( XLNX), Qualcomm ( QCOM), Skyworks Solutions ( SWKS), ( CRM), Regions Financial ( RF), Huntington Bancshares ( HBAN), Citigroup ( C)and Nike ( NKE).

He was bearish on Clean Energy Fuels ( CLNE), NXP Semiconductors ( NXPI)and NVIDIA ( NVDA).

What If?

In his "No Huddle Offense" segment, Cramer commented on the unfolding nuclear crisis in Japan. He said that while the pictures out of Japan seem horrible, maybe, just maybe, they're not completely out of control.

Cramer asked, "What if?" What if the reactors are contained? What if there is no massive release of radiation? What if eventually we start building nuclear power plants again?

He said while it may play better in the media to declare that this is the worst nuclear disaster ever, as the oil spill in the Gulf last year taught us, things aren't always as bad as they appear on TV.

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

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At the time of publication, Cramer was long Caterpillar.

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."

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