Build Your Basket of Rally Stocks

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Every day that it goes higher, this one gains adherents. Every day it goes higher, people say to themselves, "Wait a second, maybe I can make money again." You know what's really intriguing? The gains can be in small-dollar stocks, but the big guys like a Google (GOOG - commentary - Cramer's Take).

Think about this basket: Citigroup (C - commentary - Cramer's Take), Bank of America (BAC - commentary - Cramer's Take), General Electric (GE - commentary - Cramer's Take), Hartford (HIG - commentary - Cramer's Take), Blackstone (BX - commentary - Cramer's Take) and Wells Fargo (WFC - commentary - Cramer's Take).

This is the Bernanke basket, and it has real resonance, because the amount of money involved is minimal. It is "exciting," if you can forgive my insistence that it should be interesting to make money.

Or consider this speculative set of stocks: Sprint Nextel (S - commentary - Cramer's Take), which feels like a takeover even if the fundamentals aren't great, NYSE Euronext (NYX - commentary - Cramer's Take) because of its large yield, Applied Materials (AMAT - commentary - Cramer's Take) because of the base and its $10 handle, and Corning (GLW - commentary - Cramer's Take) on a bet that the consumer might turn. Sexy list of stocks there.

Or, here's another one, a return to consumer spend: Newell Rubbermaid (NWL - commentary - Cramer's Take), Black & Decker (BDK - commentary - Cramer's Take), Macy's (M - commentary - Cramer's Take), Whirlpool (WHR - commentary - Cramer's Take), Home Depot (HD - commentary - Cramer's Take) and Fortune Brands (FO - commentary - Cramer's Take). If spending comes back, that's a winner.

Or, for the gunslinger: Lennar (LEN - commentary - Cramer's Take), KB Homes (KBH - commentary - Cramer's Take), Pulte (PHM - commentary - Cramer's Take), D.R. Horton (DHI - commentary - Cramer's Take) and Centex (CTX - commentary - Cramer's Take). There's a dice roll.

Any one of these baskets could be the plays you are looking for to capture a continuation of the rally. Maybe you pick one from each group, maybe you just make a basket yourself.

I just think that the rally here is strong enough that it can take these really beaten-up stocks much higher. Might be a fun way to play things.

Lately I know I have been taken to task for the "fun" and the "game." I don't know. I have been doing this for a lot longer than the critics, and I can only tell you that I made a lot of money doing this, and I want to teach. It is not an affront. It is empirical.

At the time of publication, Cramer was long BDK, GE and WFC. Jim Cramer is a featured commentator for CNBC, which is owned by General Electric; as part of his contract, Cramer holds restricted shares in GE.

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Jim Cramer is co-founder and chairman 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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