On the Line: Trinity Industries CEO Timothy Wallace

Trinity Industries is down 20% over the past month, but Cramer said the problem is weak stockholders and not the company.

After all, Trinity reported 85 cents per share in earnings when the Street was expecting 71 cents, and the revenue was the best that Cramer had ever seen it.

Chairman, CEO and President Timothy Wallace called in to the show tonight, and he said that business is "pretty good." Trinity provides products and services to the transportation, industrial, construction, and energy sectors. The company's strong backlogs have given Trinity a chance to plan its next move, which is especially good as the industrial sector TRN is tied to has slowed a bit. Wallace said companies in the sector are just trying to adjust to the current market conditions.

Even still, the capital industry is filled with strong balance sheets, and Wallace said none of his customers have credit issues. Nor do the gross margin problems of other companies in his sector reflect in anyway on Trinity.

"This is a great company longer term," Cramer said. But business is soft, so he can't recommend it right now. "Let's see how things play out."

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