Cramer's 'Mad Money' Recap: Hot Steamy Stoxxx!!

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Jim Cramer, who's all about making money wherever it's legal, has found a new reason to like Broadcom (BRCM Quote) and Motorola (MOT Quote). The reason? Pornography.

Cramer told viewers of his "Mad Money" TV show Wednesday that Verizon (VZ Quote) and Cingular are adopting content-rating systems for audio and video content delivered over its cell phones. Cramer believes this will open the door to cell-phone delivery of pornography.

Porn is a $57 billion market worldwide with $12 billion of that coming from the U.S. That's bigger than ABC, NBC and CBS combined, Cramer said.

In addition, 19% of Web traffic and 25% of Web searches are pornography-related, he said, and 40 million people in the U.S. regularly visit pornography Web sites.

Pornography has been a big driver of video-on-demand, and a U.K. survey found 25% of broadband Internet users there listed downloading pornography as a reason for upgrading to broadband.

Cramer sees these statistics spilling over into cell phones with the handset and peripherial makers benefiting the most. Cramer's favorite in the handset market is Motorola, and his favorite way to play peripherials is Broadcom.

In response to a question about whether the FCC might crack down on cell-phone porn, Cramer said he believes "that's exactly why the private companies designed their standards: to get the FCC off their backs."

Cash on the Cob

There's a corn glut in this country, which means lower prices for corn and more money for people who buy large quantities of it, said Cramer. "That means more money for Archer Daniels Midland (ADM Quote)."

Archer Daniels Midland makes ethanol, which is made from corn, and when the price of corn goes down, "their margins explode," said Cramer.

Cramer has liked ADM as a play on ethanol-based plastics, an idea that has "been working," he said. "If they get it together, that's still worth looking into."