He has touted NLY since the beginning. Yesterday, NLY lowered its dividend just as H predicted, M Farrel CEO was on the show spainin' and at the end Cramer endorsed the company and said that he would invest in it tomorrow.
Meanwhile NFI continues to increase the dividend in a growing mathematical, understandable way, and he disses it. He's likely buying along with Mark Cuban. The world of media as we know it.