The Trump-trade is becoming a little erratic as of late, Jim Cramer told his Mad Money viewers Tuesday. That means companies must be doing one of four things in order for their share prices to continue the rally.

The first things companies can do is break themselves up to bring out value. That's what IAC/Interactive (IAC) did today, buying Angie's List (ANGI) , with plans to merger it with IAC's own Home Advisor and spin the combined entity off as its own company. Shares of IAC ended the day up 14.3%.

The second tactic for higher share prices is to buy other companies to augment your own. That's what Martin Marietta Materials (MLM) has been doing for years and why its share price was up 7.6% on strong earnings.

Companies are also finding that international exposure, once the Bain of their existence, is once again back in style. If you have sales in Europe and Asia to offset the U.S., as Cummins (CMI) does, you'll find your shares up a quick 6.1%.

Cramer said the last thing companies can do is simply build a better mousetrap, as Apple (AAPL) , an Action Alerts PLUS holding, has done with the iPhone. 

Off The Charts

In his "Off The Charts" segment, Cramer checked in with colleague Ed Ponsi over the direction of the tech rally as the Nasdaq hits new all-time highs.

Ponsi first compared a daily chart of the S&P 500 versus the Nasdaq and noted that while the S&P peaked in late-February and has been drifting lower, the Nasdaq held firm, contributing to its recent rally higher. Among the best performing groups in the Nasdaq, software, which Ponsi illustrated by comparing the Nasdaq composite against the iShares North American Tech Software ETF (IGV) , which rose 18% for far this year compared to just 14% for the overall average.

Among Ponsi's favorites in the software space were Microsoft (MSFT) , which has bounced every time it touched its floor of support at the 50-day moving average. The stock is currently overbought according to the relative strength indicator, which prompted Ponsi to advise waiting for a pullback.

Next was Salesforce.com (CRM) , which is also seeing continued support at its 50-day moving average.

Finally, there's Adobe Systems (ADBE) , which has rocketed up 30% so far in 2017, making an ascending triangle pattern. Here Ponsi advised waiting for a retreat to the stock's 20-day moving average before starting a position.

High Yielders

What can a 5% dividend yield do for your portfolio? A lot if you can keep the bears away from your principal, Cramer said. That's why he looked into five high-yielders to see if their payouts are worth the risk.

Cramer first looked at Verizon (VZ) and AT&T (T) , two traditionally safe dividend stocks. Both yield in excess of 5%, but they're both losing wireless subscribers and shares have fallen 14% and 8% respectively.

Then there's Ford (F) , which generates a ton of cash but is not forecasting an up year for 2017. With autonomous vehicles still too far off to matter, Cramer was not a fan of Ford either.

Then there are the retailers, namely Macy's (M) and Kohl's (KSS) . Macy's is due for a bounce, down 18% for the year, but Cramer said that's not enough to own the stock. That's not the case with Kohl's however, as shares are already down 20% and Kohl's is seeing sales actually begin to recover. Cramer said Kohl's is the clear winner in the 5% club.

Executive Decision: Expedia

For his "Executive Decision" segment, Cramer sat down with Dara Khosrowshahi, president and CEO of Expedia (EXPE) , which just posted a two-cent-a-share earnings miss but with sales up 15%. Shares of Expedia are up 20% year to date.

Khosrowshahi said that Expedia was founded on the principle that it's easier to book travel online and that's what they've been doing ever since, giving the users all the power. Expedia continues to push into every category, from hotels to cars to airfare, combining them for additional discounts.

Mobile continues to be a driver for growth, Khosrowshahi added, saying that in some countries, users skip using desktops altogether and start using mobile right from day one.

Khosrowshahi also made it clear that he's focused on growth, and sometimes that means shrinking gross margins in order to grow faster. It's a compounding game over the long term, he said, and he's willing to sacrifice a little now for more later on.

Finally, Khosrowshahi spoke about the power of the American dream, saying that as an immigrant from Iran, he's a big believer in coming to America, working hard and being successful.  

Lightning Round

In the Lightning Round, Cramer was bullish on Skyworks Solutions (SWKS) , Comcast (CMCSA) , Facebook (FB) , Alphabet (GOOGL) and Darden Restaurants (DRI) .

Cramer was bearish on Valero Energy (VLO) , Schlumberger (SLB) and Clear Channel Outdoor (CCO) .

Executive Decision: PayPal 

In his second "Executive Decision" segment, Cramer sat down with Dan Schulman, president and CEO of PayPal (PYPL) , which last week posted a three-cent-a-share earnings beat and $600 million in free cash flow.

Schulman said he proudest of customer metrics, which included six million net-new active users. He said the digitization of money and mobile phones are redefining finance and just about everyone now has the power of a bank branch in the palm of their hand.

The way to build a great company over the long term is to be a customer champion, Schulman said. To that end, PayPal lets users choose how and where they want to pay, offering maximum flexibility. 

Schulman also commented on Venmo, PayPal's service for person-to-person money transfers. He said that this quarter, Venmo continued to see explosive growth with almost no marketing efforts.

Cramer said that PayPal is still in its early innings.

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At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, was long AAPL and ADBE.

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