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There should've been a market decline today. It didn't come, and that's a clue things are better than you think, Jim Cramer told his Mad Money viewers Tuesday. Stocks should have fallen because of many geopolitical concerns around the globe, Cramer continued, but the market wants to go higher.
Other sectors on the move included tech, cyber security, biotech and the natural winners from political unrest, the defense stocks.
The markets should've been crushed today, Cramer concluded. The fact we saw so many bulls is a very good sign.
Executive Decision: Irwin Simon
For his "Executive Decision" segment, Cramer sat down with Irwin Simon, president and CEO of Hain Celestial (HAIN - Get Report) , the natural and organic food maker that's seen its shares plunge 42% from the 52-week high to near the 52-week low on fears of stagnating sales.
Simon said there's never been more demand for natural and organic foods, but there's also never been as much competition. He said consumers are demanding healthier foods but Hain still needs to spend more on its brands to help spread the word.
Simon is bullish on Hain's outlook, saying gross margins and profits are both on the rise, and the breadth of their strength is stemming from food as well as Hain's personal care, snacks and protein products.
Simon reminded viewers that healthy eating is not fad and is a trend that's here to stay. Cramer agreed.
Real turnarounds don't just happen overnight, Cramer reminded viewers, and they can often be a bumpy road. That was certainly the case with J.M. Smucker (SJM - Get Report) , which may have caught the short-sellers off guard when the company reported spectacular earnings but should have been crystal clear to savvy investors who had done their homework.
The turnaround at Smucker has been years in the making, Cramer noted. The company has been making a series of smart acquisitions to turn itself into a three-legged stool of food products, coffee and, most recently, pet food. The company's coffee leg stumbled a bit in 2014, causing many investors to give up hope.
But astute investors noted the chart of Smucker has been on the rise since June 2014 because the company has been successful introducing new flavors and new extensions as well as taking advantage of the natural and organic movement.
All of this led up to this quarter, where the company delivered an 11-cents-a-share earnings beat and was able to raise guidance to boot. Cramer said the announcement of a secondary offering of stock represents a buying opportunity because previous secondaries have all done well.
Off the Charts
In the "Off the Charts" segment, Cramer went head to head with colleague Carly Garner over the direction of the markets going into the holiday season, especially given the many geopolitical worries that investors have been navigating.
Using a 15-year chart of the market's seasonal price patterns, Garner noted the markets are most likely to see their annual highs between Thanksgiving and New Year's. This year appears to be following that bullish pattern, with the markets selling off in September only to rally through October. The days surrounding Thanksgiving are particularly bullish, with the markets having seen losses in only 13 of the past 62 years.
Garner felt that if the S&P 500 could break through its ceiling at 2,109 then the next levels of resistance would be at the 2,150 and 2,180 levels.
Cramer said from what he's seen thus far, the markets should follow their traditional bullish patterns and he's expecting to see a lot of bulls over the next few days.
Cramer was bearish on Wynn Resorts (WYNN - Get Report) , Platform Specialty Products (PAH) , Rite Aid (RAD - Get Report) , Matador Resources (MTDR - Get Report) , Energy Transfer Partners (ETP) and Express (EXPR - Get Report) .
No Huddle Offense
Cramer said that Palo Alto has always been the best of breed in the cyber security space, but during a period when high-profile data breaches have died down it's clear that Palo Alto is still the one that's winning.
In addition to the company's 61% billings growth, Palo Alto management called out rival -- and AAP holding -- Cisco Systems (CSCO - Get Report) by name, claiming Palo Alto is winning deals against the tech heavyweight.
Cramer reiterated his view that both CyberArk Software (CYBR - Get Report) and Imperva (IMPV) could be takeover targets for the likes of Cisco or IBM (IBM - Get Report) to help bolster their cyber security offerings in lieu of Palo Alto's dominance.
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