04/24/06
The lead segment for today's show
was "Cramer's Big 10: U.S. Manufacturers".
Google and Microsoft are good
companies, but manufacturers are the real money makers. Why?
BRIC (Brazil, Russian, India and China) countries need the
products America's top manufacturers make.
American manufacturing is on the
rebound. The U.S. has some of the best manufacturing companies
in the world, according to Jim. So, Jim is going to give you a
shopping list. When these companies take a dip, use it as an
opportunity to buy, Jim advises.
Don't just run out and buy all
these stocks. At no time should you own all 10. During a slow
down, you cannot own these companies.
Still, you will have to do
homework. These stocks aren't always a buy, but they will always
have their moments if you are paying attention. Always buy in
different increments on the way down.
- Fluor
Corp (FLR)
- Great infrastructure company.
- Cummins
Inc. (CMI)
- King of engines.
- Caterpillar
Inc. (CAT)
- Best play on construction equipment. Also dominate clean
diesel.
- Dow
Chemical Co. (DOW)
- In a word: Plastic.
- Deere
& Co. (DE)
- Tractors.
- Boeing
Co. (BA)
- Aircraft and Aerospace. In about 3 years, however,
watch out. Aerospace will be down cycle.
- Nucor
Corp (NUE)
- Biggest U.S. steel producer.
- United
Technologies Corp. (UTX)
- High tech conglomerate. Carrier, Hamilton Sunstrand, Otis,
etc. Also, levered to aerospace, so in 3 years. Also, when
Fed does too much tightening, then sell.
- Ingersoll-Rand
Co. Ltd. (IR)
- Support equipment for mining and construction. Buy only
when the economy is heating up, then slow when economy
slowing down.
- Toyota
Motor (TM)
- Automobiles.
Mad Money
Lightning Round Picks
No Lightning Round Today
------------------------------------------------------------------------------------------------------
|
