In a second "Executive Decision" segment, Cramer sat down with David Brain, president and CEO of Entertainment Properties Trust ( EPR), a stock that stumped him in an earlier show. Cramer explained that Entertainment Properties owns 161 properties in 33 states centering mainly on movie theaters and surrounding retail centers. The company yields 6.5%. Brain said that his company's portfolio of properties has been working very well over the company's 14 years. He said recent concerns over the company's decision to expand into vineyards and wineries have proven to be a mistake, one that they are working to correct, but in the core business, movie theaters, there has only been one vacancy in 14 years. The company's surrounding retail properties are at 95% occupancy. Brain also discussed his company's move into charter schools, a high-growth area that's seeing 12% growth. When asked about how state budget cuts will affect that growth, Brian said that most cuts come to higher education and charter schools have been largely unaffected. He called charter schools an excellent opportunity for Entertainment Properties to grow. Cramer agreed with Brain's analysis, saying that the company's dividend was safe and its growth prospects very solid.
Cramer was bullish on Caterpillar ( CAT) and Prudential ( PRU). He was bearish on BlackRock ( BLK) and City Telecom HK ( CTEL).
In his "No Huddle Offense" segment, Cramer said that ideologies are killers in the investing business. He said that those who believe Europe will destroy the western financial world, or that the economy is stalled from too much regulation, or there simply isn't any demand left in the world's economy all have a political agenda that clouds their judgement. Cramer said he only cares about making money, about picking stocks. "I'm a stock picker, not a senator," he said. The slow pace of Europe's crisis has only helped to give the world time to prepare, and those that have been blinded by it only missed the seasonal bottom in tech, the rally in retail and the recovery in industrial stocks like Eaton, he said. --Written by Scott Rutt in Washington, D.C. To contact the writer of this article, click here: Scott Rutt. Follow TheStreet on Twitter and become a fan on Facebook. To submit a news tip, send an email to: firstname.lastname@example.org. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here. For more of Cramer's insights during the Lightning Round, click here .