Jim Cramer often speaks about the idea that the market is a battlefield between the longs and shorts, and selloffs that fight for attention. And in times of battle, he has stressed endlessly that the best way to navigate the battlefield is with growth stocks.
In fact, some of these growth stocks have been subject to incredibly positive and sometimes outrageous calls from analysts. Monday was full of these outrageous calls.
For instance, Netflix, which Goldman Sachs pointed out could have an addressable market of 460 million by 2020. So, while the stock is already up 107 percent for the year, Cramer suspects that Goldman wouldn't have made a call like that if they didn't believe that the quarter will be a great one.
Additional crazy call stocks were Fitbit, Amazon, Chipotle, Apple, Ulta Salon and Google.
"This process of recovery after a selloff always starts with these kinds of stocks. Like it or not, and most of the graybeards don't like it, this is the common pattern of a positive market," Cramer said.
However, in the Lightning Round, four stocks in particular caught Cramer's attention. He pointed out that Northrop Grumman, Lockheed Martin, General Dynamics and Raytheon are all ready for a buy right now.
On Monday investors finally breathed a sigh of relief when they learned that talks between the Greek government and euro zone had finally reached agreement. But Cramer wants to know—is this really the end of the Greek nightmare that has held our market hostage for so long?
And while Cramer didn't want to get into the nitty-gritty of the details, he summarized the meeting by saying that the Greeks blew it.
The deal appeared to Cramer as though it contained enough provisions to make the Greeks heed all of Germany's demands and allow them to open their open banks. Meaning, it might actually work.
So does that mean we can wave the all-clear flag?
"You know my thinking. When you own stocks you are never out of the woods," Cramer said.
With this in mind, Cramer outlined the 10 steps that need to be taken in order for the Dow and the S&P to hit new all-time highs. If all 10 of these come together, then Cramer projects that the market is headed to all-time highs. If only some of them are fulfilled, then he sees 2015 as a tug of war between the bulls and the bears.
After Box has been stuck in the mid-teens for months on end, Cramer decided to take a closer look to find out if investors could be approaching a moment where the stock has become a screaming buy.
The popular cloud-based storage and mobile business collaboration platform came public in January and was a hit right from the beginning. After pricing at $14, the stock closed at $23.23 on its first day of trading. However, since then it has all been downhill, and the stock now trades at $17.
So, could Box be headed into new territory? Cramer sat down with the co-founder, chairman and CEO of Box, Aaron Levie, to find out.
Cramer noted that Box's new partnerships with companies like Microsoft and IBM shows how the industry is shifting; where companies may have previously competed, they are now collaborating. How the heck is this possible?
"I think this is the new state of enterprise software…even though we compete on the fringe in some areas, we actually end up being way stronger partners when you look at it from a holistic standpoint. That's happening now really across the board," Levie said.
Cramer kicked off his very own Chart Week, so he could sit down with famous chartists in person to talk about their favorite stocks. It is much like the Discovery Channel's "Shark Week"—only with the potential to be a lot more lucrative.
Facebook hit a 52-week high on Monday, closing at $90. Thus, Moreno examined the charts to see if the high was a fluke or a signal for a long-term climb. Looking at the weekly chart of Facebook, Moreno pointed out that the stock has been in a primary uptrend since January 2013.
So, now that the stock has hit an all-time high on Monday, where does Moreno see Facebook headed?
Moreno said it all comes down to the interesting activity that he saw in the daily chart, as it recently formed a flag pattern.
Ultimately, he projected that Facebook will go as high as $95 in the short term. And even without a glorious flag pattern, the floor of support is so strong that Moreno expects the long-term upward trajectory to stay intact.
Three weeks ago, Cramer highlighted Helen of Troy as a red-hot stock that was up roughly 50 percent year-to-date that believed would move much higher in the long term.
But, last week the company reported earnings, and despite the fact that they were broadly in-line with Wall Street's expectations, the stock was slammed hard and dropped 10.7 percent in a single session on Friday.
What the heck happened?
Cramer pointed out that the vital part of the story is that when Helen of Troy reported last week, the stock was already red-hot. And while the quarter reported was OK, it wasn't great. Thus, the problem is that when a stock is up 50 percent for the year going into the quarter, OK isn't good enough.
"When a company keeps surpassing Wall Street's numbers, the analysts are going to keep raising the bar, until eventually, the estimates, which were too low, can finally become too high," Cramer said.
The verdict? While the last quarter wasn't the blow out that most investors expected, the long-term story hasn't changed. The only thing that is different is how Wall Street perceives the stock, and in Cramer's opinion the stock is pretty attractive down at these levels.
In the Lightning Round, Cramer gave his take on a few caller favorite stocks:
Caci International: "That is an inexpensive information technology company that I've liked. I looked into it to do a piece on. Well chosen. Sometimes you get lucky, and it's better than being good."
Aerojet Rocketdyne Holdings: "I like that stock. Another one! This is really interesting because a friend of mine suggested to do this one and I just haven't had a chance to do as many stocks as I'd like. That's another very good company."