Cramer says Deckers Brands will do well, ADT is an underperformer and Transocean is a big house of pain.
It's hard to be skeptical about high-flying stocks when the bulls are making money right now, Cramer says.
Water utility companies have been installing new meters and consumers' bills are on the rise. Jump in -- the water's fine.
Profits can be made by investing in European companies that have not recovered fully from the recent recession but have room to run.