Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.

NEW YORK ( TheStreet) -- Our markets have gone from being overly complacent to overly worried. Those were Jim Cramer's thoughts to his "Mad Money" TV show viewers Monday.

Cramer said that while investors have lots of worries on their minds, they're probably not worrying about what really matters.

Case in point, the fiscal cliff. Cramer said the markets have swung from unbridled optimism to the sad realization that a deal won't be reached by year's end. Both sides continue to dig in their heels, said Cramer, which means we'll need to fall over the cliff so everyone can then unite on a package of tax cuts by the Super Bowl. In the meantime, be prepared for a 4% to 5% market dip.

Then there are those worried about the Federal Reserve causing rampant inflation. Cramer said that view assumes the Fed's actions will actually work and stimulate growth and, more important, jobs. Let's hope it works, said Cramer, and worry about the consequences later.

Retail is another worry on investors' minds. The effects of Hurricane Sandy, warm weather and the fiscal uncertainty are taking their toll, said Cramer, but that still leaves housing-related stocks and even the banks as good buys on weakness.

Still others are worried about international issues, said Cramer. In reality, Europe's debt markets have been a terrific place to invest this year. Europe is stabilizing, he noted, and China is on the mend, making investments there a good idea.

Finally, there's Apple ( AAPL - Get Report), a stock Cramer owns for his charitable trust, Action Alerts PLUS. He said investors have become addicted to Apple, which caused lots of momentum in the stock followed by panic and profit taking. Cramer said 2013 will be the time to get back into Apple.

What the Heck?

In his "What the Heck?" segment, Cramer turned the spotlight on Gannett ( GCI - Get Report), publisher of USA TODAY, along with 81 other daily publications and over 500 magazines. Despite repeated assertions that print media is a dying industry, shares of Gannett are up 35% so far this year, trading just off their 52-week highs.

Cramer said not only is Gannett not dying a slow death, the company is actually turning itself around and embracing the Internet, which now accounts for 26% of Gannett's revenue. He said the company's recent hires, including Larry Kramer, an experienced executive with knowledge of both online and offline publications, have been spectacular at revitalizing Gannett's content in an industry where content is always king.

Gannett also benefits from local media and television, noted Cramer, something of which the company took full advantage this election season. Television revenue were up 38% year over year.

In addition to its growing businesses, Gannett is also cleaning up its balance sheet and has retired $2 billion in debt thus far. The company is now investing in growth as well as its bountiful 4.4% dividend yield.

Sailing With Brunswick

Investors looking for yet another way to play the rebuilding efforts after Hurricane Sandy need to think of just one word, said Cramer: boats. The latest estimates peg the number of boats lost or damaged from the storm at 65,000 units, totally over $650 million in damages. Nearly 15% of all the boats in New Jersey, for example, were affected.

That means investors need to be thinking about Brunswick ( BC - Get Report), the number one boat maker in the U.S. and a stock that's already up 27% since Cramer last recommended it a year ago on Jan 30.

Cramer said it may seem counter-intuitive to buy a boat maker just ahead of the fiscal cliff, but in addition to boats and yachts Brunswick also makes billiard tables and fitness and bowling equipment. While three-quarters of the company's revenue stems from its marine division, Cramer said the effects from the fiscal cliff are already baked into the stock.

But the effects of Sandy will far outweigh the cliff, said Cramer, and there is also a huge pent-up demand for replacement boats because the average age of boats in the water has been climbing in recent years.

Brunswick last reported a four-cents-a-share earnings beat and is aggressively restructuring itself and cutting costs. The company gets 58% of sales from the U.S. but only 18% from Europe. Brunswick is also expanding rapidly into Brazil, a huge boating market. Shares of Brunswick trade at just 12 times earnings with a 12.5% growth rate.

Lightning Round

In the Lightning Round, Cramer was bullish on SPDR Gold Shares ( GLD - Get Report), Hain Celestial Group ( HAIN - Get Report), Kinder Morgan Energy Partners ( KMP), Expedia ( EXPE - Get Report), Ford Motor ( F - Get Report) and Weyerhaeuser ( WY - Get Report).

Cramer was bearish on Patterson-UTI Energy ( PTEN - Get Report), ( PCLN), Sony ( SNE - Get Report), Toyota Motor ( TM - Get Report) and NextEra Energy ( NEE - Get Report).

Mad Mail

In the "Mad Mail" viewer feedback segment, Cramer followed up on Globus Medical ( GMED - Get Report) a recent biotech IPO. He said this company has some headwinds and he'd rather be in Johnson & Johnson ( JNJ - Get Report).

Cramer was also cautious on Northern Tier Energy ( NTI), a master limited partnership with a 12% yield. Cramer said this company is also intriguing, but he prefers Holly Frontier ( HFC - Get Report).

Cramer was more upbeat on Casey's General ( CASY - Get Report), saying this stock can be bought and has about 10 points of upside. He was less optimistic on Sodastream ( SODA), however, calling the stock "controversial."

Finally, when asked how to play stocks like Limited Brands ( LTD) that offer special dividends, Cramer said it's not magic, share prices just get adjusted after the dividend is paid. If you liked the stock before, he said, you should still like it after the dividend.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on the bizarre moves in the tech sector. He said the markets continue to pound all things Apple including such stocks as Cirrus Logic ( CRUS - Get Report) and Qualcomm ( QCOM - Get Report).

Meanwhile, stocks including Hewlett-Packard ( HPQ - Get Report) and Microsoft ( MSFT - Get Report) continue as lessons in losing money.

But other areas of tech are doing well, noted Cramer, including Adobe ( ADBE - Get Report), Juniper Networks ( JNPR - Get Report) and EMC ( EMC).

Cramer told investors they need to stick with companies that are beating expectations and steer clear of Apple, as least until year's end.

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

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

To email Scott about this article, click here: Scott Rutt

Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL, EMC and WY.

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.