Cramer was bearish on Peabody Energy ( BTU) and Bank of New York Mellon ( BK).

Executive Decision: Vivek Ranadive

In his second "Executive Decision" segment, Cramer spoke with Vivek Ranadive, chairman and CEO of Tibco Software ( TIBX), a stock that's up 22% since Cramer last checked it in December. Tibco just reported a 6-cents-a-share earnings beat on higher revenue and gross margins. Shares of Tibco trade at 20.6 times earnings with an 11% growth rate.

Ranadive started off by highlighting FedEx ( FDX) as one of Tibco's customers that is taking advantage of his company's 21st century software to analyze big data in real time. He said if your company provides the right products, then they will always be in demand -- which is why Tibco is seeing a pickup in sales across the globe, from the U.S. to Europe and into Asia.

Ranadive also talked about how Tibco software is helping the oil industry, from analyzing data to determine where the best chances of striking oil are, to telling oil tankers which ports will provide them with the best price for their cargo while they're on the high seas.

Cramer noted that after being stalled for a few quarters, this was the breakout result from Tibco that he has been awaiting.

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: Pinnacle Foods ( PF), Radian Group ( RDN), Breitburn Energy ( BBEP), US Airways ( LCC) and Canadian Solar ( CSIQ).

Cramer said "wow," as this portfolio was perfectly diversified.

The second portfolio's top holdings included: Alcoa ( AA), Bank of America ( BAC), EMC ( EMC), Ford ( F) and Ruth's Hospitality ( RUTH).

Cramer said this portfolio "rocked."

The third portfolio had: Novo Nordisk ( NVO), Nokia ( NOK), Berkshire Hathaway ( BRK.B), Citigroup ( C) and Ford as its top five stocks.

Cramer identified two of a kind with Berkshire and Citigroup. He said the portfolio needed a defense stock like Lockheed Martin ( LMT).

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

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-- 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, F, FB and JNJ.

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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