As long as President Trump remains at an impasse with Congress, investors should get used to seeing the tech stocks soar and the industrial stocks stall, Jim Cramer told his Mad Money viewers Monday. The stock market is, after all, a forecasting machine that looks six to nine months into the future. And given that timeframe, tech will be a lot more exciting.

That's not to say that all industrial stocks are dead in the water. Both Caterpillar (CAT) and Cummins (CMI) continue to rise on strength in infrastructure spending. Unfortunately, that spending isn't in the U.S., it's in China.

That leaves investors looking for growth, and who's got growth? Tech. That's why Nvidia (NVDA) popped another 5% today, as the company continues to tout artificial intelligence as the must-have technology. AI also got a boost when Waymo, Alphabet's (GOOGL) self-driving car division, announced a partnership with ride-sharing service Lyft.

The cyber security stocks were also on fire today after the latest rash of ransomeware was released to the Internet. FireEye (FEYE) soared 7.5% while Proofpoint (PFPT) jumped 7.3%.

Outside of tech, Cramer said that he noticed Domino's Pizza (DPZ) on the move higher, and he's still bullish on LAM Research (LRCX) and FedEx (FDX) .

Any Good Deals in Retail?

Are there some bargains to be found in the retail sector? It was truly an awful quarter for most retailers, but in at least a few cases, Cramer felt that some retail stocks may have fallen too far, too fast.

Shares of Macy's (M) are now trading at six-year lows after the company reported that same-store sales fell 4.6%. But Cramer noted that the company does have some remaining real estate value to harness and shares do pay a solid 6.5% dividend.

JCPenney (JCP) also had some positives in its quarter, as the company continues to expand into appliances and other categories that are harder to buy online. The company also saw positive sales progression throughout the quarter.

Finally, there's Kohl's (KSS) , Cramer's favorite among the group. He said that Kohl's has the most options for a turnaround, as it is not beholden to the mall, like Macy's and Penney. The company also has a strong balance sheet and pays a solid 6% dividend.

As for those retailers that report this week, namely Home Depot (HD) and Target (TGT) , Cramer said Home Depot may see some competition from Amazon.com (AMZN) this quarter and he's worried about Target based on what others have reported so far.

Executive Decision: Magellan Midstream Partners

In an "Executive Decision" segment, Cramer sat down with Mike Mears, chairman, president and CEO of Magellan Midstream Partners (MMP) , an Action Alerts PLUS holding that's down 9% from its February highs. Shares of Magellan currently pay a 4.7% dividend.

Mears said that Magellan remains well positioned for growth, especially in the Permian Basin. The have plenty of pipelines in operation and plenty of capacity to grow and add new pipelines. Magellan acts as a toll-road operation, Mears explained, and 85% of their revenues not dependent on oil prices. The 15% of revenues that are commodity related are always a money making proposition, he added, it just varies as to how profitable they are.

Magellan is also not like other master limited partnerships, where up to 50% of the profits flow to a general partner. Mears said that 100% of Magellan's profits flow to their public unit holders.

As for the company's huge backlog of new projects, Mears said that they will provide consistency to Magellan for years to come. America's ability to produce light oil has exceeded our capacity to refine it, he said, and that will mean great things for crude exports.

Cramer said he'll be adding to his Action Alerts PLUS position any time he can.

Executive Decision: EPR Properties

For his "Executive Decision" segment, Cramer sat down with Greg Silvers, president and CEO of EPR Properties (EPR) , the entertainment, recreation and education REIT with more than $5.5 billion in total investments.

Silvers said that after his company's most recent acquisition -- a $700 million deal that included several ski resorts and water park properties -- EPR Properties expected some volatility in its stock, which it's now seeing. However, he said, the deal will be a positive one for the company.

Silvers also spoke highly of TopGolf, a place that takes the time, expense and frustration of a traditional golf outing, and replaces with with a driving range that combines food, beverage and entertainment that is second to none.

When asked about America's ailing malls, Silvers reminded Cramer that malls used to be about the experience, but now in an over-retailed world, that's no longer the case. Megaplexes however, are a different story, he said, and that's why they are a core strength for EPR.

Silvers admitted that entertainment along doesn't solve bad demographics, but said that great entertainment can make good properties better.

Cramer remained a fan of EPR Properties.

Lightning Round

In the Lightning Round, Cramer was bullish on AbbVie (ABBV) , Broadcom (AVGO) , Commercial Vehicle Group (CVGI) and Enterprise Products Partners (EPD) .

Cramer was bearish on Enbridge Energy Partners (EEP) , Nordic American Tanker (NAT) , Nabors Industries (NBR) and Ford Motor (F) .

Executive Decision: Zoetis

For his third and final "Executive Decision" segment, Cramer sat down with Juan Ramon Alaix, CEO of Zoetis (ZTS) , the animal health-care provider that just posted a five-cents-a-share earnings beat on a 6% rise in revenues. Shares of Zoetis are up 13% over just the past month.

Alaix said that Zoetis continues to invest in China, a market that is expanding for both companion animal and livestock vaccines. He said his company also continue to innovate and now has over 300 product lines to treat eight different species.

Zoetis also has an exciting product pipeline with new pain management treatments for both dogs and cats.

When asked what a lower tax rate would mean for Zoetis, Alaix explained that their capital allocation plans always include investing in their business, additional mergers and acquisitions, and also returning capital to shareholders via dividends and share buyback programs.

With a solid long-term trend behind them, Cramer said that Zoetis continues to be a fabulous story.

Cramer and the AAP team want to use the pullback from Nucor's (NUE) highs as a chance to continue to build their position. Find out what they're telling their investment club members; get a free trial subscription to Action Alerts PLUS.

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At the time of publication, Cramer's Action Alerts PLUS had positions in NUE, MMP, GOOGL.

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