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NEW YORK (TheStreet) -- It's the deals, or at least market buzz about deals, that gets investors excited, Jim Cramer told his Mad Money viewers Monday. Investors just can't get enough mergers and acquisitions it seems, and that's great news for potential targets and acquirers alike.
Case in point, Actavis (ACT), the company that recently acquired Allergan (AGN - Get Report) for a hefty price that at the time drew many skeptics. Today, the combined company delivered a monster earnings beat, sending shares up a quick 3%. Cramer called the deal "genius," which is why he owns Actavis for his charitable trust, Action Alerts PLUS.
So what should investors make of the rumors that either Oracle (ORCL - Get Report) or Microsoft (MSFT - Get Report) may buy cloud king Salesforce.com (CRM - Get Report)? Cramer didn't see Oracle being a good cultural fit for Salesforce but a Microsoft tie-up would make sense. Neither company is talking.
Then there are the rumors Yahoo! (YHOO) may buy Yelp (YELP - Get Report). Cramer felt this merger made perfect sense as Yahoo! needs growth and Yelp's got it. What's the worst that could happen? he asked.
Finally, what about Exxon Mobil (XOM - Get Report) buying a red-hot oil shale driller to spark some growth? Cramer said Exxon needs to do something big to reignite production growth and a big merger would certainly do the trick.
Executive Decision: Gregg Engles
For his "Executive Decision" segment, Cramer welcomed Gregg Engles, chairman and CEO of WhiteWave Foods (WWAV), the organic food company that's seen its shares rise 60% since Cramer last checked in back in February 2014. WhiteWave is currently an Action Alerts PLUS holding.
Engles said WhiteWave hasn't had any problems sourcing products like almonds and cashews because the company represents a very small portion of that market. However, WhiteWave did have issues with organic lettuce because weather issues created short-term supply constraints he said should be rectified soon.
When asked about the company's overall business, Engles said more and more customers are looking for healthy alternatives to dairy and products like cashew milk offers them the taste and creamy texture they desire.
Turning to the issue of supply and demand in the organic food market, Engles said more land is slowly converting to organic but demand is still outstripping supply. Engles is bullish on WhiteWave's prospects overseas, too, noting Europe remains strong as are his company's prospects in China.
Buying Into China
Yes, it may be fashionable to say that China's economy is never coming back, but in reality the Chinese economy may only be months, not years, away from re-accelerating.
There's simply too many things going right in China for its economy not to turn, Cramer noted, including continued interest rate cuts, some 14 million new individual brokerage accounts boosting Chinese stocks to new highs and a strong move in copper, which is often a signal that China is on the move.
Add those positives to a strengthening in Europe, companies like PPG (PPG - Get Report) saying Chinese auto sales are making a comeback and Alibaba (BABA - Get Report) posting 40% growth and you've got a lot of smoke for there not to be a fire.
When the turn in China comes, it'll come quickly, Cramer noted. That's why he'd start buying stocks levered to China sooner as opposed to later.
Executive Decision: Hikmet Ersek
In his second "Executive Decision" segment, Cramer sat down with Hikmet Ersek, president and CEO of Western Union (WU - Get Report), the number one player in cross-border money transfer services in over 200 countries around the globe and a stock that's up 21% so far in 2015.
Ersek said Western Union remains focused on its core business of person-to-person money transfers across international borders, but it's also thinking about the future with initiatives like its Web site and now mobile payments on cell phones, both of which are growing quickly.
Ersek demonstrated how simple a money transfer is on a smart phone, allowing a user to input a debit or credit card and send money instantly to someone in another country for picking at a Western Union location or depositing into their account. He said the electronic plus retail model is what customers are requesting.
People can also visit WesternUnion.com if they'd like to send money to help relief efforts in Nepal. Ersek said Western Union is waving all fees for anyone who can help that country rebuild.
Cramer called Western Union an exciting story.
Returning to Greatness
DiMicco explained there is no such thing as "free trade" because every trade agreement America has entered into eventually gets manipulated by our trade partners. Put simply, our trade partners cheat. That, he said, is not good for our economy nor America's national security.
DiMicco said the facts are on his side. America continues to have a $10 trillion trade deficit, despite having all sorts of "free trade" agreements including Nafta and new agreements with China. Since 2000, America has only been able to muster 1.9% GDP growth, while the rest of the world has surpassed us.
DiMicco responded to the notion of being called a "protectionist" by saying he'd love to be a believer in free trade if anyone could prove that it actually worked. While many people cite increased exports as a win, they ignore the negative impact on imports that accompanies those increased exports.
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