Cramer's 'Stop Trading': Vale, Walter
NEW YORK (
) -- Heading into first-quarter earnings season, Jim Cramer said during his 'Stop Trading!' segment on
CNBC
that corporate results will be "remarkable."
Banks in particular will post strong numbers, as will industrial and healthcare companies. "You will be hard-pressed to see areas that are bad right now," Cramer said. "It looks like China is ordering more than ever."
Companies that will benefit -- such as fertilizer producers and iron-ore miners -- are also the ones that have been heavily shorted, Cramer said.
Everyone, he added, is buying shares of Brazil's
Vale
(VALE) - Get Report
, the largest miner of iron ore in the world.
But if investors are looking for a mining play with exposure to China, Cramer advised checking out shares of
Walter Energy
(WLT)
, up sharply Tuesday. (That upside move also appeared to lift shares of
Cliffs Natural Resources
(CLF) - Get Report
.)
Water Energy, Cramer said, "is a big play on China. They've got the kind of coal that gives high heat blasts to furnaces to make steel."
Elsewhere, Cramer also suggested
Emerson Electric
(EMR) - Get Report
, which is seeing better order numbers. This is also a positive for
Eaton
(ETN) - Get Report
.
"These industrial plays are just incredible," he said.
Among tech names,
Oracle
(ORCL) - Get Report
, whose CEO is the highest paid in America, is also one of Cramer's favorite names and is a play on the cloud-computing business.
Cramer once again talked about the conviction sell rating that
Goldman Sachs
(GS) - Get Report
attached to
Kimberly-Clark's
(KMB) - Get Report
stock on Monday. He said that Goldman, shares of which he owns for his Charitable Trust, should have just moved its rating on Kimberly-Clark to sell.
Cramer also said
Oppenheimer's
upgrade of
Boeing
(BA) - Get Report
on Monday came from a new analyst. In the past Oppenheimer had been bearish on Boeing, a call that Cramer had criticized.
--Reported by Jeanine Poggi in New York.
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