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NEW YORK ( TheStreet) -- Stop playing themes and start investing in best-of-breed stocks. That was Jim Cramer's advice to "Mad Money" viewers Thursday. Cramer said if investors only read the headlines, they'll never understand the markets. One day tech stocks are good, the next they're bad. Oil is good, but then oil is bad. Housing is horrendous, but then it's fabulous. That's why it's more important than ever to pay attention to individual companies, in particular those that are executing well. Investors only need to look at Caterpillar ( CAT) to see what happens when things go wrong. With construction on the rise and China recovering it should be all systems go at this heavy equipment maker, but CAT still managed to miss the numbers and cut estimates. Cramer said a better way to play construction would be with United Rentals ( URI) and China with Cummins ( CMI). Other examples of bad execution include Diamond Offshore ( DO) in the oil patch and Union Pacific ( UNP) for the rails. Both failed to deliver while rivals Ensco ( ESV), a stock Cramer owns for his charitable trust,