Jim Cramer, the host of Mad Money, said Monday that several developments must take place before financial markets can settle back into what he described as a normal environment.

I’m going to give you four things that need to happen no matter what before this situation can go back to normal, and remember what normal means. First… both sides actually must stop attacking oil facilities and desalinization plants… That’s going to lead to much higher prices because it’s literally knocking out production… Second, there’s gotta be this acceptance by Iran that the Strait of Hormuz must be free of attacks, of mines, of swift boats, and of drones, or the war just won’t end…

Third, not only does the Strait of Hormuz need to be open, it needs to be opened soon because when you shut an oil well, like many of these countries are, it might never return to the previous level of operation. You can’t just flip a switch and make the well work like it did before. The faster we get them up and running again, the less long-term damage there’ll be to production.

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Cramer’s fourth point focused on government action. He said the U.S. and European countries need to begin releasing oil from emergency reserves, even if officials say the war may be winding down. He noted that oil prices remain too high and that tapping reserves could help lower pressure. He also said, “The US has to pledge to fill it back up after the draining occurs, and oil’s lower.”

So, the bottom line: we know the winners in the scenario but are wary of the losers. It’s just in this environment, there could be many more in the loser column if the Trump administration can’t extricate itself from Iran, and the price of oil doesn’t continue to move lower. Now you know what needs to happen for us to get the situation under control. Let’s see in the coming days if the war really is won. Because if it isn’t won, then I am not sure it’s over.

Our Methodology

For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 9. We listed the stocks in the order that Cramer mentioned them.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

Jim Cramer Expressed His Thoughts on 14 Stocks: Arm, Costco, and More

14. Intuit Inc. (NASDAQ:INTU)

Intuit Inc. (NASDAQ:INTU) is one of the stocks on which Jim Cramer expressed his thoughts. A caller sought Cramer’s thoughts on the stock toward the end of the lightning round, and here’s what he had to say:

Okay. Sasan Goodarzi came on our show, the CEO came on our show after that quarter. A lot of people didn’t like the quarter. He liked it. I liked it. And what’s it done? Nothing but go higher. You stick with that one. It’s going to go higher.

Intuit Inc. (NASDAQ:INTU) provides financial management, tax preparation, marketing, and personal finance solutions. Cramer discussed the stock during the February 26 episode, as he commented:

Nearly two months into the year, the worst performing stock in the entire S&P 500 is Intuit, the software company behind TurboTax and QuickBooks, smaller businesses like Credit Karma, Mailchimp. This one’s down more than 40% year to date, even after bouncing nicely today along with that whole enterprise software cohort.

Now, I always felt like Intuit had more protection against AI disruption than the typical software play. And tonight, Intuit reported a tremendous set of numbers with revenue growth in the high teens and a monster earnings beat. But management didn’t raise their full-year forecast and their guidance for the current quarter. That is the most important quarter of the year because of tax season also came in a little light. I say this is standard practice. These guys never raise numbers going into tax season, but that’s why the stock’s trading lower after hours.

13. AppLovin Corporation (NASDAQ:APP)

AppLovin Corporation (NASDAQ:APP) is one of the stocks on which Jim Cramer expressed his thoughts. A caller asked if the “AI ad platform” is still alive, and in response, Cramer said:

Too much risk there. I do fear that, kind of like what happened with Trade Desk, you come in, you wake up, and Google’s there. I don’t want Google to be coming in after me. And I think the margins there are so good that who knows what will happen.

AppLovin Corporation (NASDAQ:APP) provides a software platform that helps advertisers and app developers market and monetize their content. The company offers advertising solutions, analytics tools, connected TV services, and mobile games. Cramer called it a “former market darling” during the February 6 episode as he remarked:

You know what the market doesn’t like? How about AppLovin, which is a former market darling from the year of magical investing? Not so magical now that Google’s decided to crowd into that space.