It is a rare occasion when it occurs, but sometimes Cramer is downright stunned by a company. That happened less than two weeks ago when Deere reported results and sent shock waves through the stock market.
"Even more surprising than Deere's strength was the fact that nobody seemed to see it coming. Nearly everyone assumed the end markets were so bad that there was nothing the company could do to compensate," Cramer said.
Until it reported, agricultural equipment maker Deere had subpar performance, basically flat for 2016. That narrative abruptly changed on Aug. 19 when it reported a quarter that sent the stock soaring 13 percent in a single session.
"It gave us the mother of all head-fakes," Cramer said.
Thor Industries is the maker of recreational vehicles and motor homes that Cramer recommended a little over two months ago. Since the beginning of the year it has rallied more than 45 percent, with the stock hitting a new high on Monday.
Cramer speculated that some of the strength stemmed from the fact that Thor plays on the high-end of consumer discretionary spending. RVs aren't cheap, so as the economy recovers, more people are willing to spend the money to buy one.
In July, Thor also announced it was buying Jayco, the No. 3 maker of RVs, for $576 million. However, with such a large move in a short period of time, Cramer questioned the upside. He spoke with Thor's CEO Bob Martin on how its decentralized business model helps to strengthen the company.
"For Thor we are very decentralized, less than 50 people in our corporate office … but it's the way that we manage these companies. We buy strong companies that have strong fundamentals, strong management, and we let them run and be very unique. We embrace the fact that they are unique," Martin said.
In the Lightning Round, Cramer gave his take on a few caller favorite stocks:
Opko Health: "A lot of people are saying on Twitter that Pfizer is going to buy them. Come on! We own the stock. If you own the stock it's because of Phil Frost [CEO] and the things he has done in the past. I remain committed, $9 is good."
Cigna: "If the deal doesn't go through, I actually think the stock goes higher to tell you the truth. They need to walk away from that deal already! Not unlike Walgreens and Rite Aid. Enough, enough!"