Transportation Market Booming
In still another "Executive Decision" segment, Cramer sat down with Pierre Beaudoin, CEO of the Canadian-based Bombardier, a maker of both planes and trains. Bombardier currently has a $55 billion backlog of business and the company's new C-Series jets are poised to give Boeing's (BA) 737 a run for their money.
Beaudoin said that he's very excited for 2012, as he's seeing growth in transportation around the world. He explained that Bombardier's business is not adversely impacted by struggling airlines since it sells assets that can be sold anywhere in the world.
In China, for example, Beaudoin said the company has a big high-speed rail business, but aerospace is also a huge opportunity for the company. He said that China will soon represent 20% to 30% of the company's sales. Meanwhile in Europe, Beaudoin noted that Europeans are in love with trains and even with budget problems, those countries continue to invest in rail.Turning to future projects, Beaudoin discounted the notion of producing natural gas locomotives. "Electric is the future," he said. When asked whether the company will eventually be listed on a U.S. exchange, Beaudoin said that is not a priority at the moment but is on the company's long-term radar. Cramer told investors they need to learn about this company, as they're becoming a big player in transportation around the world.
Lightning RoundCramer was bullish on MarkWest Energy Partners (MWE), Nike (NKE), Solar Capital (SLRC), EOG Resources (EOG), Caribou Coffee (CBOU), Starbucks (SBUX), Kodiak Oil & Gas (KOG), Continental Resources (CLR), Texas Instruments (TXN) and Intel (INTC). Cramer was bearish on HCA Holdings (HCA), Hess (HES), Xerox (XRX) and JDS Uniphase (JDSU).
Fast-Growing CompaniesIn his "No Huddle Offense" segment, Cramer said while consumers bemoan the high price at the pump, some companies are using the once-in-a-lifetime opportunity to make huge amount of money. Cramer said it was clear after last night's interview that Devon Energy (DVN) is drilling like crazy to find more oil. That's why shares tacked on another 4.6% in today's trading after yesterday's big move. Cramer was also bullish on Magnum Hunter Resources (MHR), another company turning into a "drilling factory," as well as Sandridge Energy (SD), which continues to buy up land to drill on. Cramer also reiterated buys on EOG Resources (EOG) and Continental Resources (CLR), his two favorite oil shale stocks. Cramer said these fast-growing companies are like the high-growth tech stocks of yesteryear and if Washington gets on-board with the Keystone XL pipeline from Canada, the U.S. could indeed be free of foreign oil from hostile countries. --Written by Scott Rutt in Washington, D.C. To contact the writer of this article, click here: Scott Rutt. Follow TheStreet on Twitter and become a fan on Facebook. To submit a news tip, send an email to: firstname.lastname@example.org. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. Click
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV