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NEW YORK (TheStreet) -- The analysts are trying to get you out of stocks at just the moment you should be staying in, Jim Cramer said on "Mad Money" Wednesday. Cramer said after years of being criticized for being too bullish, the analyst community now appears to be permanently skeptical.
That was the case with with two Cramer faves, United Technologies (UTX) and Honeywell (HON), the latter a stock Cramer owns for his charitable trust, Action Alerts PLUS. He said both stocks received downgrades today, panned for, of all things, being too broadly loved on Wall Street. This came at a time when both companies are offering investors growth, dividends and stock buybacks.
Wendy's (WEN) also received a downgrade today despite only being a fraction of the way into its turnaround efforts, which are bringing new restaurants and a new menu to its stores. Why sell now? asked Cramer.
The banks is another sector coming under fire by the analysts, Cramer noted, just as bad loans are winding down and the net interest margins are ramping higher. KeyCorp (KEY) and U.S. Bancorp (USB), two more Action Alerts PLUS names, also got tagged with unwarranted downgrades.
Even Twitter (TWTR) has not been immune to the analysts' new-found pessimism, Cramer concluded.
Executive Decision: Charif Souki
For his "Executive Decision" segment, Cramer sat down Charif Souki, chairman, president and CEO of Cheniere Energy (LNG), the company building two export terminals to take advantage of America's growing abundance of natural gas.
Souki said Cheniere is now giving investors multiple ways to invest -- with the original Cheniere shares, trading under the ticker LNG, along with Cheniere Energy Partners (CQP), a master limiter partnership for retail investors, and Cheniere Energy Partners Holdings (CQH), which is geared for institutional investors.
When asked whether the demand for natural gas is slowing, Souki said there is an unlimited number of potential customers for Cheneire as long as there's such a large price differential between gas and oil. Our country still burns off more excess oil through flaring than it uses, Souki noted.
When will America wake up and embrace its own natural resource? Souki said the markets are moving in that direction and it's better to let them progress naturally rather than force a change through legislation.
Finally, when asked about competition, Souki said that no one but Cheniere has broken ground on an export terminal, giving his company a huge first-mover advantage.
Cramer continued his recommendation of Cheniere.
Yelp for Joy
Not many companies can deliver what the customer wants and what Wall Street wants at the same time, which is why ratings Web site Yelp (YELP) has been on fire since its initial public offering.
Cramer said Yelp is the real thing, one of the few companies that has the trifecta of social, mobile and the cloud and is making money hand over fist in all three areas.
Remember the Yellow Pages, that thick book that was delivered to your front door every year by the phone company? If you had any hopes of running a successful local business, you had to advertise in the Yellow Pages. The Yellow Pages of today is Yelp, plain and simple, said Cramer.
Unlike the Yellow Pages, Yelp is not regulated by the government, meaning it can continue to grow like wildfire. Cramer said Yelp's business is worth "substantially and dramatically" more than it is today, even with shares up 8% in today's trading.
Curb Your Skepticism
As 2014 gets rolling, Cramer told viewers they need to check their emotions at the door and not become too skeptical, a mistake even pros like Cramer can fall victim to from time to time. Excessive skepticism is not a good thing, said Cramer, and can cost you a lot of money.
That was the case when Cramer told investors to sell Walgreen (WAG) last year, after the company got into a tiff with Express Scripts (ESRX) and started making a slew of acquisitions. After falling from $40 to the high $20s, Cramer advised selling Walgreen, a price that later proved to be the bottom; the stock nearly doubled from those levels.
The former Shaw Group was another Cramer pan after the nuclear disaster in Japan. Cramer figured that Shaw, which built nuclear plants, would surely falter. While shares did sink 10% from his sell recommendation, the company was acquired by Chicago Bridge & Iron (CBI) for a 72% premium.
What's the lesson from these examples? That well-run companies with terrific CEOs deserve the benefit of the doubt and skepticism doesn't pay, Cramer concluded.
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 Celgene (CELG), 3M (MMM), Salesforce.com (CRM), JPMorgan Chase (JPM) and Valero (VLO).
Cramer said this portfolio was picture perfect.
Cramer said this portfolio can't have American Capital and Bank of America and advised selling American Capital in favor of an industrial like Honeywell.
Cramer said this portfolio can't have both AT&T and Verizon and needs a stock like Clorox (CLX).
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