Health scares are chasing meat-eaters into pork, Jim Cramer said on CNBC's "Stop Trading!" segment Monday.
Companies like Premium Standard Farms (PORK) and Smithfield Foods (SFD) "don't have bird flu and don't have mad cow," Cramer said. The shares "haven't done all that much" compared with the recent pain in Conagra (CAG - Get Report), and should be "on traders' sheets" at these levels.
Cramer said Winnebago (WGO - Get Report) makes sense as a play on Warren Buffett, whose purchase of Clayton Homes should be viewed as a "beachhead" position. "Isn't this a natural place for Buffett to augment one of his holdings?"