Precision Castparts and Goodrich should be considered part of the booming infrastructure market, Cramer said during Stop Trading! on Monday.
Both stocks should benefit from the global growth story just as Fluor and Foster-Wheeler should, he said. “There is no stopping them.”
Cramer also praised a “flawed” but well-timed Citigroup upgrade of homebuilders Lennar , Pulte , D.R. Horton and Centex . The report cut the price target on all of the stocks - a tough break for retail investors who base their picks on price targets - but Cramer said the upgrade itself was a good enough blow to the bears. For investors who want to try their hand with the homebuilders, Cramer recommended buying the senior debt because it is cheaper than the common stock.
His favorite of the beleaguered names is KB Home , which is “rapidly improving” and has an “impeccable” balance sheet.
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