Cramer on the China Quake

I know that it is simplistic to think that we will get our fair share of orders here, but just like we didn't expect the price of chicken to be moved dramatically by ethanol, there is only so much chicken feed to go around. This could stimulate another round of price increases for building materials like steel (US Steel(X Quote)) and all that goes into it (Cleveland-Cliffs(CLF Quote), Vale(RIO Quote), BHP Billiton(BHP Quote)). Everything from elevators -- United Technologies(UTX Quote) -- to fire prevention to copper wiring, which is why I started buying Freeport(FCX Quote) again yesterday.

The theme gets new life from this earthquake which, when the smoke clears, will be revealed as the largest reconstruction project the world may have ever seen.

The groups seem overextended, as overextended as the financials are crushed.

But it doesn't matter. The raw materials remain in short supply, the ships in short supply, and the situation is combustible like Katrina, and could add more than a percentage to Chinese growth.

Worth playing.

At the time of publication, Cramer was long FCX.

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Consider These Plays on the China Rebuilding
10:42 AM EDT

Why not take advantage of the decline in Deere (DE Quote) that has terrible pin action in Cummins (CMI Quote) and Caterpillar (CAT Quote) and Terex (TEX Quote)?

All of these will be candidates for the gigantic rebuild in China (particularly Cummins), which Bob Marcin has been most articulate on, and these are much less U.S. plays for construction than Deere. In fact, that's been the big change at CAT and the reason why it powered from $68 to $84.