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It has gotten to the point where a skeptical market draws no distinction between companies performing well and those that aren't, Cramer said during Tuesday's _Mad Money_. By the

numbers, it's hard to know just what to do. Take for example home-improvement retailer Lowe's, which after reporting disappointing first quarter results yesterday saw its stock

fall by 5% while the S&P closed up 0.1%. This morning, Atlanta-based Home Depot reported great first-quarter results, but it closed down 2.9%. Both of these companies aren't down

because they're simply not good stocks, Cramer said. They are being driven by negative market mentality. "Good, bad, ugly. The sellers couldn't care less," Cramer

explained. "That's how cynical this market is." In actuality, however, Cramer said, Home Depot is the one that took a hit because of the skepticism of the markets. Lowe's

is down due to "poor execution." "The key thing here is guidance because, as investors, we care much more about what's going to happen than what's already

occurred," Cramer said. Home Depot raised its full-year earnings guidance from $1.79 per share to $1.88, and once the company completes a $2.5 billion buyback this year, earnings could

rise to $2 per share. While Lowe's also raised its full-year earnings, it cut its guidance for the second quarter to between 57 cents and 59 cents when Wall Street analysts were looking

for 63 cents. That means Lowe's expects the next quarter to be difficult and is reliant on an economic recovery to accomplish their goals in the second half of the year. In terms of

same-stores sales growth, Home Depot is again outperforming Lowe's. That means it’s doing better on a store-by-store basis and effectively handling inventory, Cramer said. Their

inventories were up 0.4% on a 4.3% increase in sales. Meanwhile, Lowe's inventories jumped to 9.8% on total sales of 4.7%. From stronger earnings and revenues to leaner inventories,

many of Home Depot's recent successes are because of CEO Frank Blake's leadership, Cramer acknowledged. Sooner or later, investors won't be distracted by European market woes

and will differentiate between companies doing well and those performing poorly, Cramer said. When that time comes, he thinks you'll want Home Depot. _Cramer’s charitable trust owns

Home Depot._ _Call Cramer: 1-800-743-CNBC_ _Questions for Cramer? _ _Questions, comments, suggestions for the Mad Money website? [email protected]