On Aug. 13's "Mad Money" show, Cramer said Caterpillar was beating the odds and remaining profitable due to cost-cutting measures. In an Aug. 17 blog post, he wrote: "The Empire area might be doing better, but who cares, the Chinese empire's bad! Does anyone else feel like our market's a colony of China? "China's in charge, but China's 'in-charge-ness' is all about Bucyrus and CSX and Joy Global and Caterpillar and Union Pacific and oil and Freeport and Potash . It's all about the old hedge fund stocks. "It is not about the U.S. economy and what it means for factory orders to be up -- although conclusively."

On the Aug. 17 "Stop Trading!" segment, Cramer said that Citigroup refused to come in "because it's working and cheap." And in an Aug. 17 blog post called "Analysts Are Finally Seeing the Light on Citi," Cramer wrote: "Welcome aboard, Bank of America. Welcome to the legion of people who have figured out that the way to value Citigroup is through book value and that book value's just north of $5, your price target. "I think all day people are going to be wondering about an analyst who goes from 'sell' to 'buy' on a stock. I think it's logical. Citigroup was either a buy or a sell. It was either going to make it or be Roubini'd -- turned into the First National Post Office and Bank. "Once you knew it was out of the woods, once the conversion took place, once it was clear that the government wasn't going to confiscate it but flee it as soon as it can -- and at a profit that seems to grow by the day -- then you had to own it. "It would have been irresponsible before. Now it is prudent."

In an Aug. 11 blog post, Cramer wrote: "Even as Vince Farrell has correctly outlined the nutty House health care bill, it is obvious that the Senate will strike it down, so the managed care non-dip -- especially as Cigna filed to sell some securities last night -- makes a ton of sense to buy. WellPoint's moved a lot but it has an awful lot to gain from the "victory" that Obama's going to declare." And on "Stop Trading!" that day, Cramer said that health care stocks such as Cigna, WellPoint and UnitedHealth "are doing well," which signaled that they wouldn't be hurt "nearly as badly as people thought." -- Written by Rebecca Corvino in New York.