Cramer's 'Mad Money' Recap: Ignore the Headlines

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NEW YORK ( TheStreet) -- The media accentuate the negatives and obscures the positives, Jim Cramer said on "Mad Money" Monday. In the end, those who listen are only losing money.

Cramer said the stock market is remarkably resilient, but you'd never know it by following the media. The press has never found a negative article it didn't like, while ignoring all the positives.

Net interest margins are on the rise, and that's great news for the banks -- but it's not being talked about anywhere in the media, Cramer continued. Nowhere but the stock market can you make a 50% gain in a single day like you did if you were a shareholder of Onyx Pharmaceuticals ( ONXX), or make the solid gains that holders of Regeneron ( REGN) and Celgene ( CELG) are making, Cramer continued.

There have been remarkable rallies in the rails and the transports and the drug stocks. Meanwhile, Boeing ( BA) and aerospace cohort are on fire. The cost of grain, which affects so much of our economy, is on the decline. And winning companies like Starbucks ( SBUX) and Macy's ( M) continue to shine.

Yes, housing is weak, said Cramer, but even that can't last forever as people need more homes than we're currently building.

So forget the headlines, Cramer concluded, focus in on the things that are going right and you're likely to be handsomely rewarded.

A Delicious Restaurant Stock

Looking for the best-performing IPO of the year? Believe it or not, it's Noodles & Company ( NDLS), the healthy-eating restaurant chain that saw its stock more than double when it debuted last week and hasn't looked back since. Can Noodles become the next Chipotle Mexican Grill ( CMG)? Cramer dove in to find out.

Cramer said Noodles & Company has all the makings of the next great restaurant chain. It features healthy options in the style of Panera Bread ( PNRA), is a regional to national growth story and has a solid management team at the helm.

Noodles current has just 343 locations in 26 states and plans to open another 44 to 50 restaurants this year. That pegs its growth at 14.3%, noted Cramer, the same as Chipotle at its peak.

The market is also clamoring for restaurant stocks, with everything from fresh IPOs like Chuy's Holdings ( CHUY) and Bloomin' Brands ( BLMN) to old standbys including Red Robin Gourmet Burgers ( RRGB) solidly in the black for the year.

With so many things going in its favor, Cramer said it's easy to see why the market quickly snapped up Noodles and continues to drive the stock higher. He said that while he wouldn't buy the stock at current levels, he would be tempted on any weakness.

Be Cautious on Onyx

Shares of Onyx Pharmaceuticals more than doubled on the news the company is being acquired, but Cramer reminded investors that risk-reward matters and in the case of this red-hot biotech, the easy money has already been made.

That's why Cramer said he'd ring the register and sell shares of Onyx, despite talks of the company receiving an even higher bid. "There are better ways to play this sector," he said, including some long-standing recommendations like Seattle Genetics ( SGEN), Immunogen ( IMGN) and BioMarin ( BMRN).

But investors truly looking to cash in on the long-term promise of the biotech group need to stick with the big boys, said Cramer, mainly Celgene and Gilead Sciences ( GILD). He said both Celgene and Gilead have what it takes for the long term and he'd be a buyer of any of these names on the next market pullback that puts them on sale.

Lightning Round

In the Lightning Round, Cramer was bullish on Hershey Foods ( HSY), Walgreen ( WAG), CVS Caremark ( CVS), Bed Bath & Beyond ( BBBY), Dean Foods ( DF), Five Below ( FIVE), Six Flags ( SIX), Cedar Fair ( FUN), Kodiak Oil & Gas ( KOG) and Celldex Therapeutics ( CLDX).

Cramer was bearish on Vale ( VALE), Pengrowth Energy Trust ( PGH), EMC ( EMC) and Oracle ( ORCL).

Mad Tweets

In the "Mad Tweets" segment, Cramer responded to questions sent via Twitter to @JimCramer.

Starting with a round of biotech names, Cramer said Trius Therapautics ( TSRX) was "too hot to handle," but he would bless Array Biopharma ( ARRY), which is up 27% so far this year. He said that investors missed the move in Cytokenetics ( CYTK) if they're not already in it.

When asked about Sony ( SNE), Cramer said the stock is not expensive but he's not betting that a breakup is eminent. He was still bullish on Costco ( COST), but said that Broadcom ( BRCM) needed to be sold.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer sounded off against the notion that acquiring another company is a bad thing. He said that companies need only look at ConAgra ( CAG) and B&G Foods ( BGS) for two recent examples of acquisitions done right and ones that are making shareholders money.

Cramer said he was hard-pressed to think of a recent merger that wasn't a big win for investors. That's why company managements need to "wake up and acquire" if they want to reinvigorate their stall share prices and growth rates.

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 COST and VALE.

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."

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