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NEW YORK ( TheStreet) -- "Be careful what you wish for," Jim Cramer told the viewers of his "Mad Money" TV show Thursday. He said for months we've been told that sky-high commodity prices would derail the markets, but now that commodities are falling, the markets are tanking along with them.

Cramer said today's decline was not caused by the fundamentals of the market but rather by the mechanics of it, as those speculators trading on margin have been flushed out, sending commodities back to their rightful prices. Cramer said "good riddance" to these margin players who have been trading on borrowed money, often while putting up zero collateral.

The markets and Cramer alike have been fretting $4-a-gallon gasoline, worrying that the sky-high price would smack consumer spending on everything from retail to restaurants. But now in a single day, oil has fallen out of the danger zone, making everything from retail to travel to leisure stocks attractive again.

Cramer said it's also "game on" for the industrial stocks, like Caterpillar ( CAT - Get Report), a stock which he owns for his charitable trust, Action Alerts PLUS. He said now that the economy can breath again, these industrial names will rebound.

Cramer also gave the nod to precious metals and oil stocks like Hess ( HES - Get Report), another Action Alerts PLUS name, and Anadarko Petroleum ( APC), two stocks he featured earlier this week. "I had no idea these stocks would be ready to go two days later," he joked.

Cramer's only words of caution were for the consumer staple stocks, the safety plays investors flock to during times of uncertainty. He said these names will be under increased pressure and a large groups of investors will rotate back into the high-fliers.

Executive Decision

In the "Executive Decision" segment, Cramer once again spoke with Chuck Jeannes, president and CEO of Goldcorp ( GG), a gold miner whose stock has been under pressure despite a 3-cent-a-share earnings beat on revenue that increased by 69%.

Jeannes said Goldcorp always looks at the long-term fundamentals of the products they produce, and by that metric, his company is very healthy. He said the company produces gold at just $188 an ounce and has delivered outstanding margin growth and their stock has outperformed the price of gold for many years.

Jeannes also said that Goldcorp does not engage in a lot of price hedging, instead trusting the price of the metals they produce to deliver the best upside for their shareholders. He said it's becoming harder and harder to find high quality gold mines, which is why the company is always looking for the best deployment of their capital whether it be investments, increased dividends or stock buybacks.

When asked for a long-term outlook for gold, Jeannes said he remains very bullish. He said the Mexican central bank just ordered 100 tons of gold for their reserves and demand has been strong in China, India and around the globe from individuals, to corporations to governments. "We're in a long-term bull market for gold," Jeannes concluded.

Cramer said Goldcorp remains the blue-chip name in gold, and he continued to recommend it on any weakness.

In his second "Executive Decision" segment, Cramer spoke with Patrick Doyle, president and CEO of Dominos Pizza ( DPZ - Get Report), a company that just delivered an 8-cent-a-share earnings beat on strong international sales. Shares of Dominos are up 107% since Cramer first got behind the stock in January 2010.

Doyle painted a bullish picture for Dominos, saying the company has a lot of room to run. He said by just about every metric, from price earnings ratio to enterprise value, Dominos is on the low end of the range for restaurant stocks.

When asked about the company's seemingly large debt, Doyle said that his company's debt is trading at a premium at the moment and it's just not financially advantageous to pay it down. He said buying back Dominos stock is providing a much better return, and the company is also considering dividend payments to shareholders.

Doyle also responded to concerns over rising commodity costs, reminding investors that Dominos is 100% franchised overseas and 90% franchised domestically. Thus rising commodity costs have almost no impact on corporate earnings.

Technology is another factor in Dominos success, said Doyle, as the company is now the third-largest ecommerce company in the U.S. based on number of transactions. He said online ordering produces higher ticket amounts, they're more accurate and it saves the company in labor.

Cramer continued to recommend Dominos, saying the company is still a great growth story trading at a sizable discount.

In a third exclusive "Executive Decision" segment, Cramer once again sat down with Jeff Lunsford, chairman and CEO of Limelight Network ( LLNW - Get Report), a stock that's up 15% since Cramer recommended it on Sept. 29, 2010. The company just reported a 3-cents-a-share loss, two cents less than expected, with upside guidance.

Lunsford announced that Limelight has signed on Netflix ( NFLX - Get Report) as a customer and will be delivering half of all Netflix traffic. He said this large customer acquisition, while a hit to earnings initially, allows Limelight to build a larger scale network now, then fill in that network with other, higher-margin clients.

Lunsford said when it comes to content providers, only Limelight and rival Akamai ( AKAM) have the scale needed to pull away from the pack. He said it's "game over" for all of the other smaller players that are too small to effectively compete on a large scale.

Lunsford was also bullish on Limelight's cloud-based services, a segment projected to be 50% of Limelight's business by 2014. He said this higher-margin business is growing faster than planned and should soon offset the seasonality seen in the company's advertising business, which is heavily loaded in the fourth quarter.

Finally, when asked about profitability, Lunsford said that at $200 million in revenue, the company's current level, Limelight will begin to generate free cash and they're ahead of target to become profitable. He said it's all about scale, and with Netflix on board, Limelight and Akamai are the only ones with scale.

Cramer continued his recommendation of Limelight.

In an unprecedented fourth "Executive Decision" segment, Cramer also sat down with Peter McCausland, president and CEO of Airgas ( ARG), a packaged gas provider that delivered a 3-cent-a-share earnings beat on a 12% rise in revenue and announced a $300 million stock buyback.

McCausland said Airgas delivered what it said it would, and is seeing a broad-based recovery across all of its segments. He said pricing is improving, the company has reorganized its sales force and Airgas is stronger than ever.

Another positive for Airgas is the implementation of SAP software, which is helping to unify Airgas' 25 different computer systems and thereby raising efficiencies and lower costs across the board. Airgas also recently made a $35 million acquisition, its first since thwarting a hostile takeover bid from Air Products ( APD) last year. "There's a lot in the pipeline," McCausland said.

When asked about the rising price of diesel fuel, McCausland said that Airgas charges customers a fuel surcharge when prices rise and customers receive discounts when prices fall. Overall, he said, Airgas does well in a high-priced energy environment.

Finally, when asked about Airgas' stock buyback program, McCausland said that Airgas encourages employees to own stock in the company, and the announcement today brings down the share count to 2004 levels, so as not to penalize other shareholders with increased dilution.

Cramer told viewers to take advantage of current levels and buy some Airgas.

Lightning Round

In the Lightning Round, Cramer was bullish on DuPont ( DD) and Juniper Networks ( JNPR).

Cramer was bearish on Monsanto ( MON), Cisco Systems ( CSCO) and Pfizer ( PFE).

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

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At the time of publication, Cramer was long Hess and 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."

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.