Cramer's 'Mad Money' Recap: Getting Over Down Under

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A Sign of the Times

The Sunday New York Times business section had a feature on all the people jumping on the ethanol bandwagon and investing in the technology, including Richard Branson and Bill Gates, Jim Cramer told viewers of his "Mad Money" TV show Monday.

But the Times article then made itself useless by "wringing its hands" about how the regular guy probably can't make any money in ethanol anytime soon, he said.

Cramer believes that the article gives up too soon, citing the fact that he recommended Archer Daniels Midland(ADM Quote) as a play on ethanol-based plastics.

When he recommended it the stock was near $23. Now it's up to $35.

It's time to get out of Archer Daniels Midland and into The Andersons(ANDE Quote), a "smaller, faster, cheaper company," and "the punch line that The New York Times left out of its article."

Before he would say why the company is a buy, he delivered the following caveats:

It's a riskier play because the stock's volume is on the low side and lower than the stocks that he normally recommends. That means it can be bid up very quickly.

Cramer said that investors must use limit orders and proceed with caution.

He also said investors should do their homework and wait a few days before buying the stock.

Not only is The Andersons in the ethanol business, but the company also operates grain elevators, Cramer said. And as ethanol production increases, we'll need more places to store corn.

The company is also set to build the largest ethanol plant east of the Mississippi; it has a great railroad business, and Cramer believes that there's a bull market in railroads.

It's time to pimp over to Australia and buy some Macquarie Bank, an Australian financial services play that Cramer said is better to buy overseas than in the U.S.