Cramer's 'Mad Money' Recap: Everybody Play the Fuel

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Fuel, Ya!

Jim Cramer had just one word for viewers on Monday's episode of his "Mad Money" TV show: titanium.

While it's been around since the first cosmonaut, Cramer said that investors have yet to appreciate the fact that it has exposure to every market he loves -- from oil rigs to airplanes, dental implants to hip replacements.

But the key to titanium is the airline industry, which is doing whatever it can to replace its fleets with lighter, more fuel-efficient planes.

"It's the reason Boeing(BA Quote) is winning more orders," he said, referring to the fact that their lighter planes use less fuel and are made with more titanium.

What's the best way to play the trend? While titanium the metal is good, Cramer wants to avoid Titanium Metals Corp.(TIE Quote) because he says the stock, at more than $65 a share, is up way too much.

Instead, he recommends Allegheny Technologies(ATI Quote), even though titanium makes up only 16 % of Allegheny's business.

Because the last time titanium peaked, Allegheny was trading at over $60. The stock closed at $33.01 Monday.

On a similar note, a caller wanted to know if there was a way to play the tightening supply of raw carbon fibers, which Boeing has used much of to make more fuel-efficient aircraft.

Cramer said to avoid Zoltec(ZOLT Quote), a little guy that doesn't make any money, but to go for Cabot(CBT Quote) and Cytec Industries (CYT Quote).

He added that Boeing's high P/E ration is no reason to avoid the stock, so get into it now.

Federal Bureau of Outsourcing?

Privatization was another place for profits, according to Cramer, who believes that ManTech International(MANT Quote) is the place to go.

The government will privatize at any cost, because it wants to unload economic burdens like pensions, Cramer said.