Cramer's 'Mad Money' Recap: Trinity's Hidden Treat

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"We are big believers in wind power," Jim Cramer told viewers of his "Mad Money" TV show Thursday. He explained that wind power is a fabulous source of green energy. But when it comes to wind power stocks, all of the best companies are often buried within other companies.

That's why when a caller asked about railcar maker Trinity Industries (TRN Quote) in Wednesday night's lightning round, Cramer said "sell, sell, sell." But upon closer examination, Cramer discovered that Trinity is also the largest manufacturer of wind towers.

Cramer compared Trinity to Apple (AAPL Quote) circa 2002, when most investors saw the company as merely a computer maker and totally ignored the hidden potential in the company's now ubiquitous iPod.

Cramer: Make Money off the Energy Sell-Off

Trinity, it turns out, has a growing wind power business with a $750 million backlog. And while wind power only accounts for 6% of the company's sales, Cramer expects that percentage to increase to 10% by next year. Trinity is currently building a second wind tower factory in Mexico to help meet its growing demand.

At just eight times its earnings, and down 41% from its recent highs, Cramer called Trinity's stock a steal, and recommended investors jump in now, ahead of what he expects to be one more difficult quarter for the company. "The wind story is here," said Cramer.

A Mighty Wind

Continuing on his wind energy theme, Cramer also recommended Otter Tail (OTTR Quote), a company with a funny name, but also one with another hidden wind power business.