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Global demand for oil plants and refineries, the building of roads and bridges and our need for more power is fueling an infrastructure boom, Cramer said.
But in that bull market, one of the five best Cramer highlights in his new book Stay Mad for Life, nothing's in the sweet spot more than nuclear power. Europe's always been a big propent. Both China and India have plans to build a number of plants. Even the U.S. is changing its mind almost 30 years after the Three Mile Island accident.
So what's the best play on nukes? Cramer likes Shaw Group [SGR
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], a stock that's up 50% since he recommended it back on June 21. SGR is down 10 points from its 52-week high, but after the quarter the company reported Thursday, Cramer doesn't expect the discount to last long.
Revenues were up 40% year-over-year, and the backlog, the value of all unfinished work that's already been booked, was up 57% year-over-year. That $14.3 billion backlog is almost triple the size of Shaw Group, which has a market cap of $5.1 billion, and it lends great visibility to the company's future earnings. Global Santa Fe just before it was bought out by Transocean [RIG
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] is the only company Cramer has ever seen with that kind of backlog-to-market-cap ratio, he said.
Shaw Group already has one big nuclear project booked in China. Of the 12 others planned there and in India, Shaw should land three. And given that Fluor [FLR
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], Foster Wheeler [FWLT
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] and McDermott [MDR
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] are almost twice as big as SGR, a takeover could happen, Cramer said. Either way, though, Shaw is a buy.
A while back a Stifel Nicolaus analyst mentioned on a Shaw conference call that there are trillions of dollars of potential business the company could bid on over the next 20 years. That's about $50 billion a year. Sounds like infrastructure's a good sector to be in.
Jim's charitable trust owns Transocean.
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