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NEW YORK ( TheStreet) -- With the markets still sending mixed messages to investors, Jim Cramer told his Mad Money TV show viewers Wednesday he's sticking with stocks he trusts. That's why for the second installment of his "Fantasy Stock Portfolio," Cramer drafted his three running back candidates from his charitable trust, Action Alerts PLUS.
Cramer said Apple (AAPL) gets the job done year after year. He said while many investors are trying to game Apple's Sept 9 event, buying and selling on the latest inkling of news, the smart money just owns it for the long run.
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Cramer's next running back was the surprise pick of Microsoft (MSFT) . Cramer said Microsoft's new CEO is focused on unlocking value from all of the company's divisions, including software, devices, entertainment and the cloud.
Finally, there's Dow Chemical (DOW) , perhaps the largest beneficiary of America's cheap and plentiful natural gas. Cramer said this company continues to dump its commodity chemical businesses in favor of high margin specialty ones, and that makes it another solid performer.
Executive Decision: Manny Chirico
For his "Executive Decision" segment, Cramer spoke with Manny Chirico, chairman and CEO of PVH Corp (PVH) , which just delivered a 9-cents-a-share earnings beat, news that sent shares up 4.8% in today's session. The company is another Action Alerts PLUS holding.
Chirico said this quarter was helped by strong sales in Calvin Klein underwear for both men and women as well as many new product introductions. Even jeans, which had been sagging, are showing positive growth, Chirico noted, and show accelerating going into the holiday season.
Chirico said sales at J.C. Penney (JCP) appear to be back on track and sales at Kohl's (KSS) are also showing positive results. Additionally, spending as PVH is winding down all while inventories remain at low levels.
When asked about sales in Europe, Chirico said sales are strong but volatile in the region and he continues to keep a careful eye on geopolitical events.
Cramer said things are finally turning around for PVH and he's a buyer.
Foreign vs. Domestic
The market continues to divide stocks into two camps -- those with international exposure and those without. That's how a stock like Delta Airlines (DAL) could see its shares plunge 5% on what was otherwise a solid quarter. The company noted on its conference call that its average revenue per seat was slipping due to worries over the downing of MH17, Ebola in Africa and continued tensions in the Middle East.
The same pattern emerged with today's strong auto sales numbers, Cramer continued. Only Tesla Motors (TSLA) , largely a domestic automaker, was able to end the day higher. All others fell on, you guessed it, global worries.
Then there's CVS Health (CVS) , which today, in addition to changing its name from CVS Caremark, announced that it's no longer selling tobacco products in its 7,700 locations. Shares ended up nearly 1%.
If it's domestic, the markets love it, Cramer concluded, everything else is shaky at best.
Executive Decision: Ben Van Beurden
In his second "Executive Decision" segment, Cramer sat down with Ben Van Beurden, CEO of Royal Dutch Shell (RDS.A) , an Action Alerts PLUS holding that's up 13% for the year and sports a 4.7% dividend yield.
Van Beurden said that as an insider at Royal Dutch he's in a unique position to know how the company operates and where it needs to improve. He said he's been honest and clear about his decisions to make big changes at the company, including a focus on value as well as growth.
When asked about operating in tough areas of the world, Van Beurden said Royal Dutch has always been in tough areas like Russia and Nigeria, but the company takes a long-term view, making decade-long investments that pay off for decades that follow.
Turning to the U.S., Van Beurden noted that the Marcellus shale region has been a "sweet spot" for the company. He also came out in favor of allowing U.S. oil exports to help bolster the U.S. oil market.
Cramer said Van Beurden is doing a fantastic job turning things around at Royal Dutch Shell and that's why he's a big buyer for AAP.
In the Lightning Round, Cramer was bullish on Yahoo! (YHOO) , Ariad Pharmaceuticals (ARIA) , Targa Resources Partners (NGLS) , Dominion Resources (D) , Southern Company (SO) , Taser International (TASR) , Occidental Petroleum (OXY) , Starwood Property Trust (STWD) and Starwood Hotels & Resorts (HOT) .
Cramer was bearish on Exelon (EXC) .
Executive Decision: Tom Farrell
For his third "Executive Decision" segment, Cramer spoke with Tom Farrell, chairman, president and CEO of Dominion Resources (D) , which yesterday announced plans to build a $4 billion natural gas pipeline from the Marcellus and Utica shale regions into Virginia and North Carolina, a move Cramer characterized as "brilliant."
Farrell said the decision to build the new pipeline stems from the fact that there is a lot more natural gas in the shale regions than originally projected and coal will continue to decline as a power source with new carbon regulations. Add those together and there's a tremendous need for natural gas infrastructure, he noted.
Farrell also noted that this project represents the largest infrastructure project in the Mid-Atlantic region in many years and will be a big boon for the growing economies of Virginia and North Carolina.
Farrell said America has more than enough natural gas for export, which is why Dominion is also building an export terminal in Virginia.
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.
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