As stocks fall because of the ongoing debt crisis, Cramer on Thursday recommended homegamers start investing in companies that are part of the "great, secular bull markets." After all, he said these stocks could work even if Washington doesn't reach a debt deal.
Starting Friday, Cramer said investors can slowly start to buy into these "short-term, Washington-inspired" pullbacks. The "Mad Money" host recomemnds investors start small and then gradually build their positions as these stocks continue to take a hit.
So what bull markets is Cramer talking about?
Aerospace: This is a long-term thesis that there is demand for new, more fuel efficient planes, Cramer said. In this space, he would look at Boeing , Honeywell International and Precision Castparts .
Oil and Gas: There is a real need to find more oil and gas because it is so scarce, Cramer said. Several companies have developed technology to help discover more oil and Cramer thinks oil service giants Baker Hughes , Schlumberger , Weatherford and Halliburton are all buys.
Trucks: A massive number of deferrals on new truck orders during the recession, as well as new environmental rules have helped create pent-up demand for trucks, Cramer said. To play it, he suggests engine maker Cummins .
Plastics: A lack of new capacity and an increase in the non-neutral portion of the feed stock has lead to higher prices, Cramer said. Companies like Dow Chemical and Airgas are benefitting from these developemnts. Cramer thinks both names are a buy.
High-End Retail: The rich are staying richer, so the luxury brands are working, Cramer said. He likes Tiffany , Coach , Nordstrom , V.F. Corp and Phillips-Van Heusen in particular.
Agriculture: With farmers planting more crops, Cramer said there are several plays to consider. He likes fertilizer maker Potash , equipment maker Deere and DuPont , as well.
Technology: Tech companies that have strategies for the cloud, social media or mobile if they're linked to Apple are all working right now, Cramer said. Examples include Amazon and Google . Aside from that, tech is pretty ugly right now.
When this story was published, Cramer's charitable trust owned Apple and Cummins.
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