FEATURED SLIDESHOW
Who Is The Worst CEO?Mad Money needed new inductees for its
Wall of Shame, so we asked viewers for
nominations.
RECENT POSTS
- Extreme Makeover: Wall Street Edition
- Lightning Round: Knight Capital, Potash, CPFL Energia and More
- Lightning Round OT: Enersis, Activision Blizzard and More
- Warren Buffett’s Favorite Coal Stock?
- The FDIC’s Newest Darling?
- Cramer: Praise Bernanke, Buy These Stocks
- Cramer: Retail Investors Returning to Market?
- Mad Mail: Does the iPhone Still Have a Chance in China?
- Lightning Round: CVS Caremark, Devon Energy, Tyson Foods and More
- Lightning Round OT: Ford, NewAlliance Bancshares and More
MAD MONEY FEATURES
PODCASTSWatch the Lightning Round whenever and wherever you want.
OFFICIAL MAD MONEY WIDGETGrab this all-in-one application and get recaps of the show sent right to your desktop or blog.
CRAMERS SOUNDBOARDAdmit it: You've always wanted to hit the "They
know nothing!" button. Here’s your chance.
CHECK OUT OUR PHOTOSCheck out Cramer on set, back to school, behind the scenes and more.
SHOP FOR MAD MERCHANDISEBuy Cramer books, bobbleheads and other Mad Money merchandise.
RING TONESPick up the phone! It's Cramer! New Mad Money sounds for your cell phone.
TEXT MESSAGE ALERTMad Money's mobile. Get show highlights sent to your phone.
Text Size 
All the talk during this financial crisis has been about failing banks and struggling Americans, but hedge funds have seen their share of angst, too. Poor performance has clients demanding their money back, so these funds are struggling to stay afloat.
Not that we have any sympathy for hedge funds. But this trend in client redemptions is a key driver in the markets right now, Cramer said, and it’s one that investors should follow. He’s recommended two stocks – KBR [KBR
Loading...
()
] and Quanta Services [PWR
Loading...
()
] – recently that have buckled under the pressure of massive hedge-fund selling. Monday night he put the focus on Trinity [TRN
Loading...
()
] and Broadwind [BWEN
Loading...
()
], two wind-power companies.
Jeffrey Gendell and his hedge fund Tontine Partners are large holders of both companies, and right now the pressure’s on. At today’s start, the fund was down 50% for the year. Not the kind of performance clients are looking for. While Cramer thinks Gendell’s investors will stick with him, the damage has already been done to Trinity and Broadwind, he said.
Cramer’s expecting Gendell and company to lighten up on both TRN and Broadwind as a way to raise cash. Add to that some heavy short interest by other hedge funds that smell blood at Tontine and you’ve got just the right pressure to push down these stocks. So investors should get a good entry point if they’re patient.
But this isn’t just about trading an ailing hedge fund. Wind power now is an even better business than when Cramer recommended it over this past summer. Congress extended the wind tax credits for another year, and states as varied as Texas and New Jersey are investing billions of dollars into this alternative energy.
What about the companies specifically?
Trinity is actually a railcar company that also builds wind towers. But what was once a business that accounted for just 4% of operating profit now brings in 12%, so wind power is a growing priority at Trinity. The company expects between $800 million and $900 million in annual wind-tower revenues by 2013, and Cramer thinks that is conservative.
Broadwind is a pure play on wind power, and the company’s building new wind-tower plants in South Dakota and Texas. It also recently acquired Badger Transport, creating an integrated supply chain for its North American wind customers. Plus, Broadwind makes precision gear systems, and has a wind-energy operation and maintenance-service division.
Just to reiterate, if you plan on buying either Trinity or Broadwind, don’t do it after a near 1,000-point rally in the Dow. Cramer expects both stocks to pullback eventually, so wait for that.
Jim's charitable trust owns Quanta Services.
Questions for Cramer?
Questions, comments, suggestions for the Mad Money website?
Data is a real-time snapshot *Data is delayed at least 15 minutes