Looking at another favorite theme, Cramer noted that Macquarie just upgraded Radian, as a favorite stock in the mortgage insurers group increasing the rating from Neutral to Outperform. "They said it has tremendous earnings momentum," Cramer explained.
In an improving real estate market, Cramer believes companies that write mortgage insurance are in the sweet spot.
That is, as more people buy homes more people will need mortgage insurance. And with tighter lending standards, those that qualify for mortgages are in a stronger financial position.
Also, Cramer believes that Radian is perhaps the best in this business.
Read More: This Housing Spec Is a Steal?
The Bottom Line
All told, Cramer remains very positive on the themes outlined above and it appears the Street is starting to share his bullish outlook.
Despite recent gains, both Cramer and Street analysts are looking for more upside.
"I think we're much closer to the beginning of these moves than the end. These stocks should be bought and bought aggressively," Cramer said.
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