Mad Money

Cramer’s Top 3 Brazilian Stocks

Brazil was the focus on Friday’s Stop Trading!. Cramer highlighted what he thinks are the country’s stop stocks.

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Brazil’s Gerdau and the US's Nucor are “the one or two great steel companies in the world,” Cramer said. He likes GGB as a play on Brazil’s infrastructure build-out going into the 2014 World Cup and 2016 Olympics.

“I’d own this one right through those periods,” Cramer said of Gerdau.

Cramer also recommended Vale , supplier of minerals, saying it too will take part in Brazil’s infrastructure growth. The company’s feeding China’s voracious demand as well.

Want a play on the Brazilian consumer? Then buy CPFL Energia , Cramer said. Unlike the US, Brazil’s power grid is still growing as the country’s population and industry expand.

“This is a really well-run company,” Cramer said of CPL. “I prefer it to any American utility,” even Consolidated Edison , which has reached his $45 price target.

One stock that Cramer urged viewers to avoid was Banco Santander’s recently IPO’d Brazilian unit . He said to buy the parent company instead, calling STD “one of the most responsible lenders in the world.”

Lastly, Cramer wouldn’t get behind Brazil’s integrated oil firms, including Petroleo Brasileiro .

“I don’t like that sector right now,” he said.

Cramer’s charitable trust owns Vale.

Call Cramer: 1-800-743-CNBC

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