Jim Cramer's 'Mad Money' Recap: WWAV, GILD, BABA, AMZN

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NEW YORK ( TheStreet) -- It always pays to stick with the big long-term themes that are working, Jim Cramer told his Mad Money TV show viewers Monday, in a special "Invest in America" show in front of a live studio audience of men and women serving in our armed forces.

Cramer said home gamers will never be able to beat the professional day traders or programatic trading over the short-term, but sticking with long-term themes can pay an annuity for many many years. He highlighted three stocks that he said fit this model.

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First up was Whitewave Foods (WWAV) , the natural and organic food maker that's hands down the winner in the plant-based milk segment. Whether its almond or soy milk, Whitewave is seeing growth in the U.S. and in Europe, all while poised to start operations in China later this year.

Then there's Gilead Sciences (GILD) , a company which Cramer said is beating big pharma at its own game, with numerous successful drug franchises and a pipeline of terrific prospects.

Finally, Cramer said Alibaba (BABA) is playing for the long-term, becoming larger than Amazon.com (AMZN) and a lot more profitable too. Shares are already up big since the company's IPO and Cramer said he may have to revise his $120 price target even higher.

Whole Foods Turnaround

With shares of Whole Foods Market (WFM) going from Wall Street darling to the most-hated list last year, is it finally time to buy back into this organic grocer? Cramer said after listening to the company's conference call last week, he thinks it is.

Cramer explained that shares of Whole Foods fell from $64 to $39 a share over the past 12 months as investors fretted about cannibalization and increased competition in the natural and organic food space, but thanks to a number of new initiatives, Cramer said Whole Foods can once again be a core holding in your portfolio.

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Among the many positives that caught Cramer's eye were a new rating system for produce, something that the most loyal of Whole Foods customers have been clamoring for. The company is also embracing technology, by being among the first grocery store chains to accept Apple's (AAPL) ApplePay. Whole Foods will also be introducing a new mobile app soon.

Other bright spots for the grocery chain included a new delivery service in 15 cities that is seeing customers buying two and a half times more groceries online than they did in stores. Whole Foods is also on track to remodel 70% of its stores older than 10 years.

Cramer said its clear that Whole Foods has solved its problems and is in full turnaround mode, but with shares still way off their highs, investors haven't yet missed the move higher.

Going Long Term

Continuing with his long-term investing theme, Cramer offered up yet another long term stock that he said will allow investors to sleep at night and not worry about their investment, Walt Disney (DIS) .

Cramer said that Disney is a lot more than theme parks and kids' movies, it's a massive media conglomerate that now derives half of its income from television, with terrific properties including ABC and ESPN. Disney also has a stable of hot movie franchises from Marvel Comics, to LucasFilm's Star Wars, to Pixar and their own full cast of characters.

Speaking of theme parks, operating income rose 20% this quarter thanks to solid management and new attractions that keep patrons coming again and again.

With Disney buying back over $13.6 billion worth of its own stock in recent years, Cramer said this is one company worth buying on any weakness.

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Clorox Comes Clean

For his "Executive Decision" segment, Cramer once again sat down with Donald Knauss, a veteran as well as the chairman and CEO of Clorox (CLX) , a stock that currently yields 2.9% after the company's most recent better-than-expected quarter.

When asked why Clorox hires so many veterans, Knauss explained that veterans are mission oriented, they work well in diverse teams and they have a terrific work ethic. With so many great qualities, Knauss said the word is finally getting out that veterans make great employees.

Turning to the business of Clorox, Knauss reiterated that Clorox bleach really is a wonder product, offering disinfection that organisms just cannot adapt to. Whether it's Ebola or simple cold and flu germs, Clorox products help keep people healthy.

Knauss also offered an explanation on his company's decision to withdraw its products from Venezuela. He said it was a tough decision, but after meeting with government officials more than 20 times over the past two years, it was clear that price controls would not be lifted enough to allow for Clorox to be profitable.

Finally, when asked about his proudest accomplishments at Clorox, the outgoing CEO said his company's culture tops his list. He said Clorox has done a remarkable job of aligning its brands toward health and wellness and the entire team has rallied around that single goal.

Lightning Round

In the Lightning Round, Cramer was bullish on Intel (INTC) , Stratasys (SSYS) , Kinder Morgan (KMI) , Raytheon (RTN) , General Dynamics (GD) , Lockheed Martin (LMT) , Northrop Grumman (NOC) and Merck (MRK) .

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

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

-- 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 held positions in AAPL, MRK, KMI.

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