"No one ever got hurt selling into strength," Jim Cramer reminded his Mad Money viewers Tuesday night in what he dubbed the "Era of Good Feelings," which seems to surface every year ahead of Thanksgiving.
Every year, during the week of Thanksgiving, the buyers seem willing to pay up while the sellers seem to go away. That's how shares of Apple (AAPL) could rise 1.8% despite negative news flow about the company's delayed HomePod. It's also how Facebook (FB) was able to rise 1.7% as antitrust concerns are on the rise.
Cramer noted that the revenue miss at Campbell Soup (CPB) didn't seem to affect General Mills (GIS) or Kraft Heinz (KHC) , which would normally move in tandem. Payment processor Square (SQ) also continues to rise on news of a potential bitcoin tie-in.
Whether you're talking about PC components, railroads or even restaurants, where a big miss by Cracker Barrel (CBRL) was met by rallies in McDonald's (MCD) and Wendy's (WEN) , good tidings seem to be everywhere.
Over on Real Money, Cramer says the Era of Good Feelings usually is just a Thanksgiving phenomenon. But with this market, who knows? Get more on his insights with a free trial subscription to Real Money.
Executive Decision: Marvell Technology Group
For his "Executive Decision" segment, Cramer sat down with Matt Murphy, president and CEO of Marvell Technology Group Ltd. (MRVL) , the semiconductor maker that just announced the acquisition of Cavium (CAVM) for $6 billion. In response, shares of Cavium soared 11%, while Marvell rose 6% yesterday and another 7% today.
Murphy said combining the two best-of-breed companies makes Marvell a leader in silicon, software and solutions from the cloud to the edge and everywhere in between.
When Murphy first took the helm in July of 2016, it was a challenging time for Marvell, he recalled. But since then, the company has healthy financials, a new management team and a new focus around their strengths.
Marvell continues to lead the market in wifi-connected cars and Internet of things devices and is moving to be less dependent on legacy hard drives.
Cramer said he remains a big fan of the new Marvell.
Cramer and the AAP team selling Starbucks (SBUX) on strength. Find out what they're telling their investment club and get in on the conversation with a free trial subscription to Action Alerts PLUS.
Know Your IPO
In his "Know Your IPO" segment, Cramer circled back to Floor & Decor (FND) , the flooring retailer with 82 warehouses in 20 states. Floor & Decor came public seven months ago.
Cramer said there's a troubling pattern emerging with IPOs these days. Shares rocket on their initial debut, only to get hammered six months later when the lockup period on insider selling is lifted. This was the case with Floor & Decor, which recently saw its private equity backers exit, keeping a lid on the stock.
But now that the insiders are almost done selling, Cramer said there's a lot to like about this rapidly growing retailer, not the least of which is the fact that flooring cannot be Amazon'd (AMZN) . The company is also posting insane double-digit same-store sales numbers, including 13.5% last quarter. Floor & Decor also has rising gross margins.
While shares of Floor & Decor are pricey at 47 times earnings, Cramer said in the out years, they become a lot cheaper given the company's 27% growth rate. He suggested waiting for a serious dip or the next private equity exit before starting a position.
Executive Decision: Brunswick Corp.
In his second "Executive Decision" segment, Cramer also sat down with Mark Schwabero, chairman and CEO of Brunswick Corp. (BC) , the makers of boats and fitness equipment that has been under pressure after the hurricanes forced the company to lower earnings estimates.
Schwabero said that while the hurricanes did cause some disruptions, Brunswick continues to have the vast majority of its business elsewhere in the world. He said the recent weakness in fitness equipment in the U.S. and Europe will be temporary as his company is debuting new cardio and other products.
As for boating, Schwabero said there will also be innovations and new technology coming, like autonomous docking. He said only about 15% of their business occurs between September and December, so he's looking toward a brighter 2018.
Cramer said despite recent weakness, Brunswick has multiple years of growth ahead of it.
In his "No-Huddle Offense" segment, Cramer reminded investors that stocks don't exist in a vacuum, and in the supermarket of investments, stocks are the only aisle that works.
Cramer called the chatter about stocks being "overvalued" simply moronic and painful to listen to. What are the alternatives? Bitcoin has soared from $750 last year to $8,050 today. Does that sound like a reasonable investment? What about the $450 million just paid for a Leonardo da Vinci painting?
Real estate in many areas of the country, like New York City, are priced out of reach for all but the wealthiest individuals and companies. Bonds have low yields but lots of risk. CDs and U.S. Treasuries? Forget it.
That leaves stocks as the only sane investments around. Cramer said there's real growth to be had, even with the cult stocks of Netflix (NFLX) , Amazon (AMZN) and Tesla (TSLA) , and that's why these stocks continue to head higher.
Cramer was bearish on Stamps.com (STMP) .
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