When asked about energy independence, DiMicco said that with more than a 100-year supply of gas, it's certainly feasible the U.S. can become energy-independent with just a little help from our friends in Canada and Mexico. That, too, would be a game-changing event.

Cramer said he's a big supporter of DiMicco's efforts in helping to spur our economy, but he was less optimistic on Nucor's short-term steel business given the current state of global affairs.

In Defense of Defense Stocks

Wasn't the government sequester supposed to ruin the defense stocks? That's surely what the analysts thought, said Cramer. But the companies themselves have had other ideas.

That's why stocks like Lockheed Martin ( LMT), Northrop Grumman ( NOC) and Raytheon ( RTN) are all up over 30% so far in 2013.

Cramer said this is one case where the analysts simply got too negative, predicting absolute doom for the defense industry, when in reality the government has been very slow in implementing the "mandatory" spending cuts and the new Obama budget hopes to roll back many of them by 2014. Beyond that, Cramer noted that many of the defense companies have been cutting costs and beefing up their commercial and international operations.

Cramer said he loved Northrop's 11% dividend boost as well as its massive share repurchase plans. No wonder Citigroup upgraded the stock, sequester and all. Then there's Lockheed's 4.2% yield and its 11-cents-a-share earnings beat when it last reported, also a huge plus.

When it comes to Boeing ( BA), Cramer said the company's commercial business, with the new 787, more than makes up for any government losses.

There are some negatives in the group, however. Cramer noted he's not a fan of General Dynamics ( GD), nor any of the smaller, less-diversified companies that don't have as much clout in Washington.

Lightning Round

In the Lightning Round, Cramer was bullish on CVR Partners ( UAN) and Sprint Nextel ( S).

Cramer was bearish on NQ Mobile ( NQ), Verizon ( VZ), Federal Realty Investment Trust ( FRT), Neurocrine Biosciences ( NBIX) and Annaly Capital ( NLY).

Am I Diversified?

In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets.

The first portfolio included: Northern Tier ( NTI), Verizon ( VZ), Waste Management ( WM), Sysco ( SYY) and AIG ( AIG).

Cramer said this portfolio was properly diversified.

The second portfolio's top holdings included: SPDR Gold Shares ( GLD), JC Penney ( JCP), Nordic American Tanker ( NAT), MarkWest Energy ( MWE) and Seagate ( STX).

Cramer said MarkWest was different enough from Nordic American to qualify, so this portfolio is also diversified.

The third portfolio had: Nationstar Mortgage ( NSM), Gilead Sciences ( GILD), Starbucks ( SBUX), Toll Brothers ( TOL) and TJX Stores ( TJX) as its top five stocks.

Cramer said Nationstar and Toll Brothers were both housing and TJX and Starbucks were both retail. He suggested adding an industrial stock and a technology stock to replace Nationstar and Starbucks.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on the CEO shakeup at Procter & Gamble ( PG). He said the news makes Procter a sell in his book, and he'd play the management change up with a pair trade, selling Procter and buying up some of its rivals that are likely to benefit most, stocks like Kimberly-Clark ( KMB), Colgate-Palmolive ( CL) and even Unilever ( UL).

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 no position in TJX and WM.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com 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 TheStreet.com, 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 TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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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 TheStreet.com. 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 TheStreet.com, 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.

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