Cramer's 'Stop Trading!': Software Stocks

Stock quotes in this article:ORCL, CRM, BA 

"Software stocks are exploding here, and you don't hear a word about it!" Jim Cramer said on Thursday's "Stop Trading!" segment on CNBC.

Two stocks he liked were Oracle(ORCL) and Salesforce.com(CRM), which he said is "starting to get real movement."

He said that with Anadarko(APC) up 6 points and U.S. Steel(X) up 17 points from their secondary offerings, it "leads me to conclude that Vulcan Materials'(VMC) secondary may be a place to be."

Jones Apparel Group(JNY) got a "very nice upgrade" from Morgan Stanley, Cramer said, and after the company's refinancing, "the shorts continue to have to cover." He sees good things coming from the company's relationship with Wal-Mart(WMT) and thinks that Jones "is the cheapest apparel maker."

Boeing(BA) is "sandbagging" by cutting its long-term forecast, said Cramer. It's "had a monster move over $42 and is resting at $50," he said, and the upcoming Paris Air Show will bring "big orders."

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At the time of publication, Cramer had no positions in stocks mentioned.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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