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(Corrects story originally published Oct. 16 to say that Domino's delivery orders are now placed digitally.) NEW YORK ( TheStreet) -- What happens when positive facts get in the way of a negative story? Huge stock market rallies like today's. That's why Jim Cramer told "Mad Money" viewers that when the facts change, investors need to change their minds. There's no denying the U.S. economy hit the pause button back in August. But since then things have been on a roll, he said, as this week's positive retail sales and industrial production numbers proved. So why are investors still obsessing over the negatives? It could be the uncertainty of November's presidential election or the looming economic "fiscal cliff," but more likely it's that investors have dug in their heels and are ignoring the facts. The strong retail sales numbers shouldn't have been a surprise, said Cramer, as we've been hearing positive comments from everyone from Wal-Mart ( WMT) to Amazon.com ( AMZN), Home Depot ( HD) to PVH Corp ( PVH). Housewares have also been strong, noted Cramer, as TJX Stores ( TJX) and Williams-Sonoma ( WSM) told us. The strength doesn't stop there. The U.S. is expected to build 14.8 million cars this year, up from lows of just nine million a few years ago. Construction and oil production are also on the mend, as are the record sales of the iPhone 5. Cramer said all investors need to do is look around to see the strength around them. Cramer reminded viewers they're not investing in the unemployment data or other economic indicators, they're investing in the stocks of companies that are doing better than they were last year, those with good yields and lots of growth opportunities.
Yield MattersNothing is more important than yield, Cramer reminded viewers. He said that while investors often want capital appreciation from their investment, often what they need is yield. That's why a caller's question on LinnCo ( LNCO) got Cramer's attention. LinnCo is a newly minted stock that exists for just one purpose, to own shares of Linn Energy ( LINE), a master limited partnership that's returned 218% since Cramer first got behind the stock in May 2009.
Executive DecisionIn the "Executive Decision" segment, Cramer spoke with Patrick Doyle, president and CEO of Domino's Pizza ( DPZ), the pizza giant that saw its shares pop 7.6% after the company reported an earnings beat of 2 cents a share on strong same-store sales. Doyle touted his company's new deep-dish pizza as a big driver of future growth. Deep-dish pizza represents a $6 billion category, and that's not even including frozen pizza's, which is why Domino's deep dish, which has fresh-made dough, is so exciting, he said. Other drivers for Domino's include the company's online and mobile efforts. Doyle said that a full 40% of all delivery orders are now placed digitally, saving the company time and minimizing order errors. He said digital is constantly growing and will remain a big part of the company's growth story. Turning to U.S. sales, Doyle said things are less negative than a year ago and he continues to see positive trends. He also noted Domino's is beginning a store remodeling initiative to serve the one-third of customers who choose to pick-up their pizzas rather than have them delivered. "We need to give those customers a better experience," said Doyle. In closing, Doyle said that Domino's continues to be committed to rewarding shareholders. He said his company has maintained a 30% total return over the past few years, including special dividends, and he expects that to continue. Cramer continued his support for Domino's.