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We’re at the point in the business cycle, Cramer said Tuesday, where electronic-manufacturing-services stocks make “fabulous buys.” These companies typically suffer high fixed costs and lower margins, but not when the economy’s recovering. As consumers gain confidence, they spend money on electronics, and that generates increasing demand for the products the firms make.

EMS companies handle component building that’s been outsourced by the likes of Sony, Research in Motion [RIMM  Loading...      ()   ], Hewlett-Packard [HPQ  Loading...      ()   ] and others. Instead of manufacturing their own wares, the big boys pay a fee to have it done for them. Then a Nokia [NOK  Loading...      ()   ] or a Dell [DELL  Loading...      ()   ] will slap their brand name on the phone or laptop to make it their own. Given the turn in the economy and technology’s leadership in the move, Cramer thought it was time recommend an EMS play.

But he wouldn’t endorse the entire industry. Cramer wanted to know which company was the best. So he studied the charts and reviewed the fundamentals of the major players – Flextronics [FLEX  Loading...      ()   ], Jabil Circuit [JBL  Loading...      ()   ], Sanmina-SCI [SANM  Loading...      ()   ], Celestica [CLS  Loading...      ()   ] and Benchmark Electronics [BHE  Loading...      ()   ] – to find his top pick. Watch the video for Cramer’s full report.

Call Cramer: 1-800-743-CNBC

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