Masco : The Taylor, Mich.-based company makes cabinets, among other home improvement and building products. To Cramer, the "idea of the cabinet rebuild" is very basic. He said the destruction in the U.S. is so widespread, the re-construction will likely move the needle for Masco. He's a buyer of MAS right now.
Owens Corning : Although Owens Corning produces many building materials, Cramer said it's best known for roofing. The problem, he continued, is that the company hasn't been that bullish. Its stock, however, has been moving up fast. Cramer thinks the stock is doing too well versus the company, so he would avoid buying shares.
Stanley Black & Decker : This tool maker is a very simple story and "natural beneficiary" of the destruction, Cramer said. Anyone wanting to rebuild will likely buy Stanley Black & Decker products.
Home Depot : Cramer noted this home improvement retailer is trading in lockstep with the rest of retail coming down. But it's not getting credit for what it truly does — help people rebuild. The stock has been knocked down on poor home starts data, but Cramer pointed out that people who have already paid their mortgage are still going to spend money at Home Depot, so they can continue to fix up their home.
Lowe's : Speaking of home improvement retailers, Cramer said Lowe's is not doing as well as Home Depot. The Mooresville, N.C.-based company is getting better, though.
Weyerhaeuser : This is a well-run real estate investment trust, Cramer said. The company grows and harvests trees for lumber and builds homes. Although a hated stock, Cramer said the company could eventually benefit from the rebuild in Japan and U.S. He thinks it's too early to like this stock now, though.
When this story was published, Cramer's charitable trust owned Home Depot, Lowe's and Stanley Black & Decker.
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