Cramer Remix: This group is in a world of hurt

In a world where stocks are trading in lockstep with the price of oil, Jim Cramer finally found the one company that could do enough to break away from the pack—McDonald’s.

Steve Easterbrook is the CEO of McDonald’s that took over the helm of the fast food giant, and Cramer thinks is the reason why the company reported stellar earnings on Monday that allowed the stock to soar to $119.

McDonald’s reported a 5 percent increase in global same-store sales, and U.S. same-store sales rose 5.7 percent.

“Frankly, that’s extraordinary. I was looking for 4 percent and people thought I was dreaming,” the “Mad Money” host said.

However Cramer could not share the same positive feedback for the financial sector on Monday, as stock like Morgan Stanley and Goldman Sachs remained in a world of hurt.

Read MoreCramer: McDonald’s turnaround just getting started

Cramer reminded investors just how important a company likeSchlumberger is to the future of the oil patch. In fact, he attributed Friday’s rally in crude to Schlumberger, which prompted him to believe that oil could find a bottom in 2016.

“What the heck made that rebound possible, and why do I expect that the $25 to $26 level might turn out to be a floor for crude?” the “Mad Money” host asked.

It all came down to the very moment that oil service company Schlumberger reported a fantastic quarter on Thursday, and spoke on its conference call Friday. The company confirmed that many oil players had drastically reduced spending, and cutbacks in production for places like Colombia, Mexico, Brazil and Australia.

Ultimately, Cramer thinks that the demand and supply will finally fall into balance in 2016. He would not go long on oil or oil stocks yet, though.

“Other than perhaps a trading bounce to the $34 to $35 range, this call can’t get you any further. After listening to the company called Slob though, I think oil holds in the $20s and bottoms at last in 2016,” Cramer said.

Read MoreCramer: Where oil will bottom in 2016

Another stock that was on Cramer’s radar on Monday was Kimberly-Clark, the large household consumer packaged goods company that makes everything from Huggies diapers, to baby wipes to Kleenex tissues.

The stock was holding up against the rest of market, but was then slammed on Monday when it reported earnings that were widely perceived as disappointing.

Were the numbers really that bad? To find out if this could be a stock to buy on weakness, Cramer spoke with Kimberly-Clark’s chairman and CEO Tom Falk.

“Yes the strong dollar was a headwind for us this year, but to overcome that and deliver absolute earnings growth while returning cash to shareholders was a pretty good performance I think,” Falk said.

As the East Coast digs itself out of one of the worst blizzards in recent history, Cramer took another look at retail and see if investor portfolios could take advantage of the cold weather.

For months, many retailers have been hit hard because the weather has been so warm that they could not get rid of their winter apparel.

Typically Cramer would recommend Home Depot because it sells shovels, but now he thinks it has become too big to be pigeonholed. He also thinks Deckers, the maker of UGG boots, has become too unreliable, and snowmobile company Polaris has been crushed by Japanese competition.

“If you want to play winter storm Jonas, I think Columbia Sportswear is the way to do it,” Cramer said. (Tweet This)

Read MoreCramer: Let it snow! Best way to play the blizzard

And while there are many reasons why a stock can get crushed, sometimes it is just because the merchandise is so toxic.

That was why Cramer decided to revisit one of the ugliest stories out there — Etsy, the online marketplace for unique and typically handmade goods.

Etsy came public in Apr. 15 at $16 and almost doubled to $30 on its first day of trading. The IPO had an enormous amount of hype surrounding it, and Cramer was concerned.

“Etsy had decelerating revenue growth, skyrocketing expenses, and the prospectus management basically told you that their commitment to hippy-crunchy values may ‘negatively influence our short or medium term financial performance’,” Cramer said.

So the next time a fresh-faced IPO has a lot of hype surrounding its disruptive potential, Cramer wants investors to pay less attention to the words and more attention to the numbers, which clued him into the problems with Etsy.

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

Cypress Semiconductor: “They give you this return of capital yield — which is pretty amazing — which is 5.45 percent. At $8 I can’t count this anything other than to buy the stock. But we are in a world of hurt bear market for certain stocks, including that one.”

Boston Scientific: “It’s an inexpensive stock. I do prefer Edward’s Lifesciences, I think they’ve got the better mouse trap. That’s where I’m going in that group.”

[“source -cncb”]