What excites me about the quarter is that some of the petro business that got canceled or put on hold is starting to come back, and that means we get the start of another cycle.

FWLT used to trade with the Philadelphia Oil Service Index (OSX), but the linkage broke when the company said that things had gotten really slow and that projects were being delayed.

I see the company working through those problems now, and with one quarter of the market cap in cash, you are in great shape to ride this through.

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

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