These Stocks Know Which Way the Wind Blows

Wind. It's a real theme. You read me earlier on Broadwind Energy (BWEN - commentary - Cramer's Take), where Tontine Partners bought a little more than 5 million shares recently. The stock is up huge on my RealMoney article, and I wish it would come in.

But then you go read the Quanta (PWR - commentary - Cramer's Take) call, and you know that it involves windmills among other utility issues. I recommended Quanta on my show at $27, and then it went promptly to $20 for no reason whatsoever. Drives me crazy. But now it is all the way back and then some, and they cite, among other things, wind power and wind installations.

And now a third one has surfaced today: Owens Corning (OC - commentary - Cramer's Take). It isn't just an insulation play. Amazing. It is also a windmill play, I can't believe it. But Owens Corning's swing division seems, again, to be windmills.

Now, the purest play is Broadwind, for certain. But it has been sitting there doing nothing until I mentioned it, and there is no catalyst happening at the moment, except what we are hearing from GE (GE - commentary - Cramer's Take) (I work for GE), Vestas, Trinity Industries (TRN - commentary - Cramer's Take), Quanta, Owens Corning and, one day, Broadwind.

Still, this theme has huge legs, and I think that on any cooldown these should be bought. And it looks like a cooldown in the whole market is occurring.

Wind, for real, is a great place to be. Never forget, it is the cheapest form of renewable energy by far! And the last I looked, oil seems go up every day.

Random musings: The Synchronoss Technologies (SNCR - commentary - Cramer's Take) story couldn't be defeated by the Apple (AAPL - commentary - Cramer's Take) bulls. Frankly, I don't understand how so many iPhones could be activated without SNCR. Bit of a mystery that will most likely knock down Apple a couple of days. ... Apple and MasterCard (MA - commentary - Cramer's Take) are the leaders, so it was a natural to slam this market down. ... Citigroup (C - commentary - Cramer's Take) below print price! Ouch. This management team is just awful, I think.

At the time of publication, Cramer had no positions in stocks mentioned.

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Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. To order Cramer's newest book -- "Jim Cramer's Stay Mad for Life: Get Rich, Stay Rich (Make Your Kids Even Richer)," click here. Click here to order "Mad Money: Watch TV, Get Rich," click here to order "Real Money: Sane Investing in an Insane World," click here to get "You Got Screwed!" and click here for Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he appreciates your feedback and invites you to send comments by clicking here.

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