'RealMoney' Radio Recap: Georgia-Pacific on My Mind

News on Sunday that Georgia-Pacific (GP Quote) had agreed to be acquired by privately held Koch Industries is the kind of news that is likely to become a recurring theme in the market said Jim Cramer on his "RealMoney" radio show Monday.

Cramer said many good public companies have failed to see their stocks recognized by Wall Street and are becoming sick of being public. It takes a lot of work to be a public company, said Cramer, and if their stocks aren't being recognized, they have a strong incentive to go private.

Georgia-Pacific "spent the last 10 years," said Cramer, trying to grow fast enough to please Wall Street, and it hasn't worked. Never mind if a company has strong cash flows. "If they're not growing like mad, most of the large shareholders ... aren't the least bit interested."

Cramer said there are not that many large private companies such as Koch that would be able to acquire a company the size of Georgia-Pacific. But, there are plenty of pools of capital out there that could do it, he said.

Cramer believes that we are in a "bipolar" world where companies that have growth will stay public to be able to issue stock options to reward employees. But, solid companies with strong cash flows and no growth will vanish into the realm of private companies, he said.

There is a glut of really good companies like Georgia-Pacific that fit the bill. It's time to start looking among these companies for more going-private ideas, he said.

Len Dykstra at the Plate

RealMoney.com contributor and baseball star Lenny Dykstra joined Cramer as he does each Monday. Cramer asked Dykstra about his style of trading.

Dykstra said when he played baseball, if he was batting and the count was two balls and no strikes, you could usually predict that the next pitch would be a fastball. Similarly, he likes to seek out "predictable" situations in the stock market.

Dykstra looks to buy stocks of good companies that have been beat up and are due for a recovery, he said. Dykstra uses limit orders and never "marries" a position, he said.

Dykstra's pick Monday was Symantec (SYMC Quote). He bought shares at $19.50, he said, and will look to sell the stock as it approaches its 21-day moving average at $21.69. Symantec recently traded at $19.66 late Monday.