Caterpillar's (CAT - Get Report) big earnings miss was on viewers' minds when Jim Cramer took questions via social media on Thursday, but the host of CNBC's 'Mad Money' saw the situation as more nuanced. Cramer said that while Caterpillar's balance sheet has been fixed, the company has some difficult end-markets such as oil, mining and construction. Further, Caterpillar remains levered to China. Still, Cramer said he thinks the dividend is safe, thanks to the balance sheet.
Another viewer asked TheStreet's Action Alerts PLUS portfolio manager for his opinion on Nucor (NUE - Get Report) ahead of its earnings. Cramer responded that it's the only steel company he would get in front of, with the exception of Reliance Steel (RS - Get Report) , but warned that the company is being eviscerated by Chinese dumping -- a subject he'll be talking about more next week.
Asked about his views on Under Armour (UA - Get Report) , he responded that investors should look at the growth of the company's Connected Fitness business, which is fantastic. He said if the stock comes in, buy it.
The next viewer offered Cramer a multiple-choice question: Does he prefer Deckers Outdoor (DECK) , Lululemon (LULU - Get Report) or Skechers (SKX - Get Report) ? Of those three, he picked Sketchers, saying it's a momentum story.
When asked about the outlook for McDonald's (MCD - Get Report) , Cramer was upbeat, describing the turn as real and speaking highly of McDonald's CEO Steve Easterbrook, whom he called "magnificent." On a side note, Cramer also admitted his favorite meal is the Egg McMuffin.
Several viewers asked about railroads including Southern (SO - Get Report) , CSX (CSX - Get Report) , and Canadian Pacific (CP - Get Report) . Cramer said he's turning very positive on Union Pacific (UNP - Get Report) , due to its low coal exposure, and that's the name to own in the railroad group.
Cramer answers viewers social media questions during a daily segment with TheStreet TV. You can send him questions on Facebook, and on Twitter, follow him @JimCramer and send questions using #CramerQ.