Mad Money

Cramer’s Christmas List: A Coffeemaker, Washing Machine and…

Cramer on Monday noted the recent surge in home-goods sales and recommended two retailers to play the trend. But he also zeroed in on one specific product category – appliances – and highlighted four more names that he thought investors should consider.

On the low end, there’s Jarden , maker of popular, cost-conscious brands such as Mr. Coffee and Oster. These blenders, coffeemakers and slow cookers are “exactly the kind of appliances that we know people are buying,” Cramer said. Another plus? Jarden CEO Martin Franklin told Mad Money on Nov. 2 that his company has taken market share during the downturn and, as a result, expects increased growth as the economy rebounds. Martin’s also releasing new higher-priced items that should help Jarden to capitalize on the recovery.

Whirlpool , with its washers, dryers, refrigerators and water heaters, operates on the higher end. Consumers don’t want any old appliance though. They want energy-efficient machines, of which Whirlpool has many. In fact, the company won a 2009 ENERGY STAR Award for Sustained Excellence. Cramer also likes Whirlpool’s exposure to Brazil, a country that’s doing so well he plans to dedicate an entire show to it later in the week. He reiterated his $90 price target on WHR, but added, “After this weekend’s numbers, what I am thinking is this one could breach par,” Wall Street lingo for $100.

Investors looking for a middle-of-the-road play should consider Newell Rubbermaid , Cramer said. The company is making big moves to transform its business model, saying good-bye to low-margin commodity products and choosing to outsource production rather than run its own manufacturing facilities. At the same time, NWL is expanding into the high-end market with Williams-Sonoma-like cookware and its recent acquisition of Aprica, a Japanese stroller, car-seat and children’s-products maker, which Cramer thinks should have a good holiday season.

Lastly, in honor of Cyber Monday, Cramer added Amazon.com to his list of retailers worth buying. Amazon isn’t just music and books anymore, he said, this is “the Web version of Walmart ,” with electronics and appliances making up a healthy segment of its sales.

“Yet another reason to buy this amazing secular grower,” Cramer said of Amazon.

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