Cramer Remix: I'm making a bold call on China

Cramer's making a bold call on China
Cramer's bold call on China   

With all of the talk of acquisitions floating around for Salesforce and Yelp in the market lately, Jim Cramer decided to take a closer look at the potential massive value that could be unlocked. The secret to acquisition success lies in getting the most out of the target—it's just a matter of pulling the trigger.

"I get the proposed deal objections, but bear with me. In fact, before you get too negative let's propose a few more acquisitions," the "Mad Money" host said.

Cramer wondered why Exxon doesn't just go and buy father fracker EOG Resources and Apache, or maybe IBM could finally crush the competition in analytics and buy Tableau Software? Go for it!

The reason why all of these deals make sense to Cramer, is because he is reminded of how successful Actavis was when it bought Allergan. That deal looked pretty genius on Monday when Actavis' stock flew through the roof after reporting one of the biggest numbers of 2015.

"I mention Actavis because sometimes you have to do something bold to make your company hum and your stock fly," Cramer said

Read MoreCramer: CRM? Yelp? Genius mergers, ready to pop

Investors observe stock prices in Huaibei, China.
ChinaFotoPress | Getty Images
Investors observe stock prices in Huaibei, China.

It became abundantly clear to Cramer that there is some serious competition in the organic and natural space when Whole Foods reported such disappointing numbers last week.

But there is one company out there that is running stronger than ever. WhiteWave Foods has been a favorite of Cramer's for ages. It is the maker of such brands as Horizon Organic milk, along with coffee creamers, organic products and plant-based non-dairy alternatives.

The demand for plant-based beverages has grown tremendously, which explains why the stock has rallied more than 100 percent since it was spun-off by Dean Foods some two and a half years ago.

Should consumers brace for higher prices, along with higher demand?

Gregg Engles, the chairman and CEO of WhiteWave, noted that farms are slowing converting to organic, but it takes time. He explained that it takes three years for organic farmland to convert, and one year to convert an animal.

"So, it just takes time, and the reason we are short is demand is just so strong. As long as this trend is a real trend, we're going to be short because the demand is outrunning our ability to produce supply," Engles said.

Read MoreWhiteWave CEO: Organic demand stronger than supply

With all of the negative data coming out of China lately, Cramer can just hear investors snickering. Who the heck would want to touch China with a 10-foot pole?

Cramer would.

Some 14 million new, self-directed brokerage accounts have been opened in China, year to date, and there's nothing but a stock bubble created with foolish investors willing to pay sky high for stocks. The average stock in China sells at approximately 50 times earnings, while the S&P 500 average in the U.S. is about 20 times earnings.

"I'm starting to think it will keep getting worse until it doesn't. There's too much money being created in the Chinese stock market for it not to impact their economy," the "Mad Money" host said.

After all, if the European Union can be brought back to life, why can't once-vibrant communist China do the same?

This market is signaling something right now. In Cramer's perspective, all of these signals add up to a potential breakout and he thinks a China turnaround is just a few months away.

Read More Cramer: China signals strong comeback—time to buy?

Dan DiMicco, chairman and chief executive officer of Nucor Corp.
Davis Turner | Bloomberg | Getty Images
Dan DiMicco, chairman and chief executive officer of Nucor Corp.

With companies like Apple and Facebook getting into the electronic payment space, where does that leave a company like Western Union? Many people assume that the old-fashioned transfer players are being pushed out of business, but that's apparently not the case, according to Western Union's stock, which has roared 21 percent this year.

Cramer attributed the stock's success to the fact that this company understood the importance of knowing how to adapt. Western Union is currently the worldwide leader in cross-border money transfer services, reaching to 200 countries and territories.

The company has managed to beat expectations thus far, thanks to its growing online business, and strong growth in the business money transfer division.

With the strong dollar at its peak, could this stock run even further? To find out, Cramer spoke with Western Union CEO Hikmet Ersek.

"We were very concentrated on our core business, and you know, sometimes if you transform the core business, it blinds you from the future opportunities...we saw that customer use cases are changing. People want to send money via their mobile phone; the people want to send online," Ersek said.


In the current political environment, where it seems like Democrats and Republicans don't agree on anything, the one thing that they do see eye-to-eye on is that free trade is a good thing.

However, there is one guy out there who is one of the few business leaders in the country who is willing to criticize free trade. Cramer spoke with Dan DiMicco, the former chairman and CEO and current chairman emeritus of the big U.S. steelmaker, Nucor Corp.

Cramer described DiMicco as a realist who believes that the U.S. government needs to promote real manufacturing jobs, rather than just assume that the decline in manufacturing can't be reversed and we just need to deal with it.

DiMicco joined Cramer to discuss his new book, "American Made: Why Making Things Will Return Us To Greatness."

"There is no such thing as free trade in the world, and so I'm a trade realist. I'm an optimist, long term, but I'm a trade realist. I'm a free trader to be quite honest with you. I would love to see free trade work. The problem is when you look at what the world does there's no such thing as free trade; it's all being manipulated by government," DiMicco said.


In the Lightning Round, Cramer gave his take on a few caller favorite stocks:

Petrobras: "It's making a comeback but they do report Friday, and we've got to see what they really do. I've got to tell you, this is a company that's back from the dead and it's the same with Vale. I don't want to be there, but I understand that I didn't call the bottom in this thing and I can understand why people want to speculate in it."

Windstream Holdings: "Wow, that's a telco company with a big yield. I'm not a fan. I think that I need growth and that doesn't have it."

Read MoreLightning Round: This stock is back from the dead

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