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Cramer Remix: Crucial company to watch this week

Cramer Remix: Crucial company to watch this week

At a certain point, all of the worrying over a potential exit of the United Kingdom from the European Union gets overwhelming. Jim Cramer is on Brexit overload.

"With all of this coverage, I think there is a real possibility that we could be taking something that isn't a big deal and turning it into one," the "Mad Money " host said.

If major countries were to default in Europe, yes that could lead to a real collapse. But the issue of a Brexit does not involve the U.S., yet to Cramer the worry has already rivaled the panic of the European crisis from 2008 and 2009. So, Cramer has decided to let everyone else do the worrying for him.

"I am choosing not to worry as much about a Brexit because everyone else is," Cramer said. (Tweet This)

While everyone else is waiting for a Brexit to play out, Cramer has been watching earnings. One thing he has noticed is that those numbers are either subpar, or are being received poorly.

The crucial stock to watch this week for Cramer is Microsoft, which recently announced it would acquire LinkedIn. The stock soared even higher on Tuesday and it indicated to Cramer that there is a scarcity of cloud, mobile and social stocks. It also begged the question of how long Twitter can stay independent. If Apple, Google or Facebook acquired it for $11 billion, perhaps those stocks could go higher, too.

Above average temperatures are expected for this summer in the U.S., which could lead to surging demand for electricity and natural gas. But with the price of natural gas jumping more than 60 percent in recent months, Cramer worried that the rally could run out of fuel.

"Much of this is already baked into the price of the commodity," Cramer said.

Looking at charts is often helpful to determine the trajectory of a given stock or commodity. That is why Cramer turned to Carley Garner, a technician and commodities expert who is the co-founder of DeCarley Trading and a colleague at

Ultimately the charts and seasonal patterns all indicated to Garner that natural gas is about to get slammed until the fall.

"Given her track record with commodities, it might be a good idea to take some profits in the natural gas producers. Nobody ever got hurt taking a profit," Cramer said.

This year has also brought about a change in the way consumers shop, which has never been more apparent to Cramer than now. Experience is powerful, materialism isn't. Value reigns over all.

On one hand, there are the jobs that don't require a degree that are being crushed, and the businesses that started to replace them require one to be a genius.

"Welcome to 2016, where no one is ready for it and everyone is stuck in it," Cramer said.

"I want you to think about it when Janet Yellen testifies again tomorrow, because she clearly isn't. The old fogies who have gerrymandered themselves into Congress sure don't have to think about it, which is unfortunate because they control spending, which could potentially create real jobs, " Cramer said.

The president will never understand what it is like to use Uber or buy his or her own groceries when they have secret service protection.

"It is all zero-sum, including the stocks of the companies that live or die based on the description I just gave of the 2016 economy," Cramer said.

Another relationship that stood out to Cramer on Tuesday was the one between Polaris Industries and Thor Industries. It seemed strange to him that Polaris, the maker of snowmobiles, all-terrain vehicles and motorcycles, could be down more than 40 percent in the past year. Meanwhile, Thor Industries, the world's number one maker of recreational vehicles is up 13.7 percent in the same period.

When Cramer took a closer look at Polaris, it seemed to him that everything that could go wrong already did go wrong. Management also repeatedly dropped the ball during a challenging time, and as a result the stock was hit.

"If you are looking to own a maker of leisure equipment, I say pass on Polaris Industries here and give Thor a chance," Cramer said.

One caveat to this would be if the U.S. economy slows down substantially, then Cramer expected both stocks to be in the doghouse.

A little over a year ago, the conglomerate Danaher announced it would break itself into two separate companies: a heavy-duty industrial business and a science and technology oriented business.

The old Danaher was a huge mixture of unrelated businesses that included everything from test and measurement systems, diagnostics, product identification and water quality systems. Cramer found it to be a confusing and cumbersome company.

So with the breakup looming, Cramer took a look at what the new Danaher would look like after the separation.

"While I think this spinoff is a win-win for both the new Danaher and the Fortive spinoff, Danaher's stock is in the best position after the breakup. That's what I would stick with," Cramer said.