NEW YORK (TheStreet) -- On his Monday Stop Trading! segment on CNBC, Jim Cramer was brainstorming what new speculative stock of the year he should pick.
Previously, Cramer recommended
as his 2009 speculative stock of the year.
Cramer had also recommended
as a speculative buy, but he says he's seen so much of a run-up in the stock lately that he's now searching for a new one.
And that new one may just be
. Cramer admitted that KKR isn't your usual speculative buy, given that it's got an attractive yield, and added that he hasn't yet made a definitive decision on this stock.
to its conviction buy list. Also, MKM Partners has upgraded the stock to buy.
The rationale behind the reports, Cramer explained, is that Google used to be a high-multiple stock, but is now a low-multiple stock, "so go buy it;" it's very cheap right now.
But "that doesn't work for me," Cramer asserted.
Cramer added that he thinks that
stock is actually more attractive than Google stock right now, given Baidu's strong presence in China.
-- Reported by Andrea Tse in New York
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