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NEW YORK ( TheStreet) -- This market rally remains for real, Jim Cramer told "Mad Money" viewers Monday. He said that while there are many smokescreens and sideshows obscuring the earnings of great companies, the reasons why the market is heading higher make perfect sense. It's no surprise markets remain hated by many investors. There's endless talk about the falling price of copper, which is directly tied to global economic growth. Other commodities like aluminum aren't faring much better, Cramer noted. Natural gas, which looked like it might be hitting it bottom, was recently smacked still lower, and China didn't cut interest rates to spur growth as the world was hoping. Perhaps the only thing heading higher in this market of mixed signals is the price of corn and soybeans thanks to continued drought conditions. But even that trend is confusing, said Cramer, as the food stocks continue to head higher as well. With these companies needing to pay more for corn and soy, this makes no sense, said Cramer. Investors are fixated on the wrong things, concluded Cramer. He said the price of commodities doesn't matter to most stocks. The earnings of a few down-and-out names like Nokia ( NOK) and Research In Motion ( RIMM) don't matter either. The latest election buzz won't make you money as all things are just smokescreens to throw investors off the scent of the real opportunities. What are those opportunities? Profits. Cramer said while the media focuses on declining revenue, it's profits that make investors money and allow companies to boost their dividends. Great companies like Google ( GOOG) and Apple ( AAPL), a stock Cramer owns for his charitable trust,
Executive DecisionIn the "Executive Decision" segment, Cramer sat down with Dr. Leonard Schleifer, president and CEO of Regeneron Pharmaceuticals ( REGN), a biotech stock that Cramer first got behind in 2005 and since then has rocketed higher for a 2,696% gain. Schleifer said the story at Regeneron hasn't changed since the company was founded in 1989 - it's out to make a difference in the health of patients. He said his company's new colorectal cancer drug was just approved last week. While it's not a cure, its another option for patients who have failed first-line treatments.
Regeneron's macular degeneration drug Eylea is a great success, said Schleifer. The product launched in early 2012 and Schleifer noted that analysts first thought the company would sell $100 million worth of the drug. Later the estimates were raised to a few hundred million dollars, then $500 million. Regeneron is now expected to sell $750 million of Eylea this year and the company only has 14% market share. Schleifer said that unlike Eylea's chief rival, his company's drug only needs to be given half as often. Since macular degeneration drugs must be given as a direct injection in the eye, it's easy to see why patients prefer Eylea over the competition. Cramer said the story remains strong at Regeneron, and even after the company's huge move higher "it's not done yet."
Riding the Bull"Always keep an eye out for the next bull market," Cramer told viewers. The theme park business is one such opportunity. Cramer said the first clue theme parks might be a good bet came from Walt Disney ( DIS), which reported operating income up at its theme parks by 20%. Next, it was Comcast ( CMCSA), which owns the Universal chain of parks. There too, growth was strong. This theme park bull market came full circle when pure-plays Cedar Fair ( FUN) and Six Flags ( SIX) reported strong results as well. Cramer said he's a fan of both Six Flags, which operates 19 parks across the U.S., and Cedar Fair, which now totals 11 parks. Shares of Cedar Fair are up 98%, including dividends, since Cramer featured the company in 2011 and it still sports a 5% dividend yield. When the company last reported, it surprised Wall Street with a 25 cent-a-share earnings beat and stayed true to its promise of raising its dividend. Six Flags is also on fire, said Cramer, as that company saw 12% earnings growth. Six Flags sports a 4.2% dividend. Cramer said both companies are pure plays on the theme park business and are 100% domestic with no exposure to Europe. Both companies are investing in new rides and attractions, which are sure to cheap consumers coming back for more with lower gas prices.
Lightening RoundHere's what Cramer had to say about callers' stocks during the "Lightning Round": Wendy's Company ( WEN): "I think Wendy's is cheap and it's a buy here." RR Donnelley ( RRD): "This used to be a great growth company but I don't see any growth." Sprint Nextel ( S): "Don't let Sprint go. It's reasonable for it to pull back, but if that happens you buy more. Sprint goes higher." Lennar ( LEN): "Buy half here and the rest on a pullback. " Rovi Corporation ( ROVI): "No, no. They failed to deliver and I don't like the growth prospects there." Bank of America ( BAC): "It's not my favorite. They don't have any earnings momentum. It'll come back eventually." Opko Health ( OPK): "It has not acted well. I need to hear from their CEO again. Otherwise, don't buy. "
Weeding Through PossibilitiesIn the "Executive Decision" segment, Cramer spoke with Charles Foster, chairman, president and CEO of Charles River Labs ( CRL), a company that helps big pharma weed through thousands of drug possibilities to find the chosen few with high probabilities of success. Foster explained that Charles River changes the value proposition for big drug makers by saving them both time and money through outsourcing much of their pre-clinical testing. In times past, he said, if a drug maker had eight drug variants, they'd develop all eight. Now the process must be refined to a single candidate as it's simply too costly to develop more than one. Charles River aims to partner with the majority of major drug makers, said Foster, and outsource the majority of their pre-clinical testing work. He predicted growth for the company in the mid-single digits for the next three years, with profit margins hovering around 20%. Cramer said while it's often hard to invest in biotech companies, Charles River lowers the risk by serving all of them. He is also a big fan of the company's share buyback program, which has already retired 28% of it's outstanding shares.
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer answered the question on every investor's mind: Does the selection of Rep. Paul Ryan as running mate to presumptive Republican presidential candidate Mitt Romney matter to the markets? In a word, no.
Cramer said what matters most to our nation's economy is growth. Sadly, neither side is making any mention of growth in their campaigns. Neither side supports the natural gas act, for example, which would not only pay for itself but create hundreds of thousands of jobs and break the stranglehold of OPEC oil. Neither side seems to be willing to do a massive refinancing of our nation's debt at historically low rates either, noted Cramer, even though such action would save our nation billions of dollars. So when it comes down to it, most of what the politicians say doesn't translate into earnings for stocks, which is ultimately what puts money in your pocket. --Written by Scott Rutt in Washington, D.C. To contact the writer of this article, click here: Scott Rutt. To follow the writer on Twitter, go to http://twitter.com/scottrutt. To submit a news tip, send an email to: email@example.com. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.