Jim Cramer's 'Stop Trading!': Polaris Shines

On Tuesday's "Stop Trading" segment on CNBC, Erin Burnett brought in Thomas C. Tiller, chairman and CEO of snowmobile and motorcycle company Polaris (PII Quote). The company reported strong earnings today and raised its outlook, contributing its success to strong demand for its all-terrain vehicles.

Polaris is levered to consumers' discretionary income, and Tiller expressed how it certainly is a tough environment for consumers. But, he said, his company offers compelling and innovative vehicles that consumers are willing to spend money on.

Cramer was surprised to hear that people are willing to buy gas vehicles when there are companies such as General Motors (GM Quote), Harley-Davidson (HOG Quote) and Kimberly-Clark (KMB Quote) suffering because of increased oil prices.

Cramer says that Polaris is a "needle in a hay stack" and that he's impressed with the company's financial performance.

Toward the end of the show, Cramer emphasized how companies such as Clorox (CLX Quote), trading with a market cap of $6 billion, are considered cheap for foreign companies, which creates opportunities for American businesses to be bought out. InBev bought Anheuser-Busch (BUD Quote) this week, and Sprint Nextel (S Quote) could be taken over by SK Telecom(SKM Quote).