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Cramer's 'Mad Money' Recap: The Seven Samurai

He said that Matsushita intends to control 40% of the plasma market by 2010, and that means 10 million units.

The company is well-positioned to be the No. 1 player because it's upping its production capability faster than the competition, he said, pointing out that it's opening plants sooner than expected and plans to spend $1.57 billion on a plasma TV plant in western Japan.

That would give Matsushita the biggest plasma-TV production capacity in the world, Cramer said.

Although Matsushita could be dead money as long as tech is in the doldrums, it's still a great long-term story, he said.

Australia & New Zealand Banking Group

Cramer also revisited Australia & New Zealand Banking Group (ANZ), a play not off of Japan's economy but rather off of Vietnam's. He first introduced ANZ in a January show.

When Intel (INTC) applies with the government of Vietnam to build a semiconductor plant in Ho Chi Minh City, it's officially time to start investing in Vietnam, Cramer had said at the time.

The country's economy grew at 8% in 2005, but no one knows how to play the country because it's bottled up tight. That is until now. Cramer's done some homework and says the country is going capitalist.

"You don't get Intel begging to open up in communist countries," he said.

But it's in transition, and investing directly is too risky. The smart play is the banking system, since, Cramer said, everything in the country is financed by, and thus owned, by four banks.

So, he suggested buying Australia & New Zealand Banking Group, an Australian bank that owns 10% of a key Vietnamese bank. It is his sixth samurai play, he said.

ANZ is worth owning, Vietnam aside, he said.

Here's your chance to pick the stock you'd like me to feature on my radio show June 29:
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REMEMBER to listen in on Thursday for my take on the stock that wins this poll!

Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here.

At the time of publication, Cramer was long Mitsubishi UFJ Financial Group.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on Mad Money are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.

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