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NEW YORK ( TheStreet) -- Would you rather own a winner or a whiner? Jim Cramer asked on Mad Money Tuesday. Cramer sounded off against all those companies complaining a strong U.S. dollar ruined their quarterly results. Cramer said it's time to throw out the whiners and buy the winners at a great price.
Who are these whiners? Cramer said Microsoft (MSFT - Get Report) , a stock he owns for his charitable trust, Action Alerts PLUS, turned out to be one of them. The company complained about weak sales in China and Japan, sending shares down 9%. Other whiners included Procter & Gamble (PG - Get Report) , down 3.4%, FreeportMcMoran (FCX - Get Report) , down 6% and the biggest whiner of them all, Caterpillar (CAT - Get Report) , down 7%.
Cramer said he's taking a pass on the "whine bar" and sticking with the winners. If Procter is losing sales, those sales must be going to Action Alerts PLUS holding Unilever (UL) , based in Europe, or Kimberly-Clark (KMB - Get Report) .
Cramer is also a fan of domestic winners including Apple (AAPL - Get Report) , another Action Alerts PLUS holding, and Yahoo! (YHOO) along with Kroger (KR - Get Report) , Southwest Airlines (LUV - Get Report) and just about any of the biotech names including Regeneron (REGN - Get Report) .
The markets are driving down the prices of just about every international company as investors attempt to get ahead of real, or perceived, currency problems, Cramer said. But that may create opportunities, if you know where to look.
Case in point: Boeing (BA - Get Report) . Cramer said the demand for planes is still strong and military spending around the globe is on the rise. But with 43% of Boeing's sales stemming from overseas, there's a good chance the company might report some currency weakness. Fortunately, shares of Boeing have already come down ahead of earnings, making an attractive entry point.
What other companies can be bought? Cramer said he likes those that triumphed over currency issues, companies such as Honeywell (HON - Get Report) and Starbucks (SBUX) , another Action Alerts PLUS holding. Then there are the stocks that have already "reset" to the new expectations, stocks like Kimberly-Clark.
Executive Decision: Scott Wine
Wine noted that while Polaris delivered strong results for the quarter, he also said, "We can do better." Polaris can execute even better and manage inventory even better, Wine continues.
While Polaris did see significant currency pressures in the quarter, more important for the company was continued innovation. Wine said the company plans on continuing its fierce innovation, delivering higher-quality products to customers even faster and with higher gross margins.
When asked whether this week's record snowstorms in the Northeast helped drive sales, Wine confirmed that the more snow there is, the better for Polaris.
Cramer said Polaris' stock has been under pressure for no reason and he wants viewers to "have faith" in the company.
Off the Charts, Super Bowl Edition
In a Super Bowl edition of his "Off The Charts" segment, Cramer went head to head with colleague Bob Lang to pit four Seattle-based companies, Costco (COST - Get Report) , Nordstrom (JWN - Get Report) , Microsoft and Starbucks against four New England-based companies, Boston Beer (SAM - Get Report) , CVS Health (CVS) , Skyworks Solutions (SWKS - Get Report) and Dunkin Brands (DNKN - Get Report) .
In the first matchup between Costco and Boston Beer, Lang noted Costco has a nice floor of support while Boston Beer is in overbought territory and is likely to take a rest. In this matchup, Costco wins.
Next, Lang said Nordstrom is in a solid uptrend and has a nice entry point. CVS is also rallying strong with tremendous performance. In a close matchup, Lang gave the edge to Nordstrom.
In the next contest, Lang said today's breakdown of Microsoft sent it below its 200-day moving average, meaning it will likely trade sideways. Skyworks, however, has been rallying on strong volume. Advantage Skyworks.
Finally, Lang called Starbucks the winner among the coffee group, noting a strong MACD momentum indicator and a recent gap higher with no resistance above its all-time high. Meanwhile, Dunkin has seen a strong rally since December but also displays the dreaded head-and-shoulders pattern.
With a final score of Seattle three, New England one, Cramer declared his stock market winners.
Executive Decision: Tim Walbert
In his second "Executive Decision" segment, Cramer spoke with Tim Walbert, chairman, president and CEO of Horizon Pharmaceuticals (HZNP - Get Report) , a small biotech company with five drugs on the market, four of which stemmed from smart acquisitions.
Walbert said Horizon's recent acquisitions have been very exciting because his company is able to provide focus to drugs that were lost when part of bigger pharma companies.
Walbert also touted Horizon's "Prescriptions Made Easy" program that aims to do the right thing for patients by making treatments easier to access and more affordable when needed.
In addition to helping to widen distribution of its drugs, Horizon is also actively developing them to treat new indications, with some exciting Phase III studies currently underway.
Cramer said Horizon is a niche player that has a lot of positive things going for it.
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-- Written by Scott Rutt in Washington, D.C.
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