WINDERMERE, Fla. (
) -- According to Jim Cramer, there are signs in the market that
point towards another boom
! In a recent
blog post, Cramer pointed out that industrial production and housing starts are better than the market expected. He said he isn't worried about the foreclosures or shadow inventory numbers, because if those were truly problems, housing starts wouldn't be trending up.
Cramer said the big move up in lumber prices confirms that real demand is there, and that makes him love lumber play
. Cramer thinks investors should look at the groups that matter: tech, steel, auto, housing, retail, industrial, aerospace, oil, copper, natural gas. He said all these sectors are getting stronger and stronger by the month. All the numbers are going one way, up, not down. Cramer advised investors to simply look at amazing numbers delivered by
for proof of the strength.
Cramer is increasingly worried that everything he hears in the markets is all about gloom. Endless foreclosure data is highlighted. Every layoff gets mentioned. However, he thinks we wouldn't see this many sectors on fire if there weren't something good happening. Cramer believes the market at this point is more likely to hit new highs than revisit the year's lows.
Recently, Cramer found opportunity in retail stocks, railroad stocks and stocks that could experience some pin action. Here are some Cramer highlights from over the past week as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on
blog posts. (These blog posts might require a
: All week long, Cramer has been following the real-time pulse of the market. On
Monday's "Mad Money" TV show,
he told viewers that
is quietly heading towards $5 a share by 2012, and
might be forming a bottom. The
Sirius XM Radio
: Cramer thinks the retail space is alive and kicking. In a
he wrote: "The simple conclusion: Retail is alive and well. Once again, because unemployment is high, we dismiss it, or we say it is an unimportant time of the year, or that a calendar shift helped the results. I say, give me a break. Things are better. That's all there is to it." The
Whole Foods Market
: Is it time to play pin action in the markets? Cramer thinks so. In a
he wrote: "It takes time for the pins fall, maybe even a day, so perhaps only the two and three pins drop, and you've got to bowl a second time and settle for a spare." The
: Cramer thinks the indecisive trading in the markets is getting ridiculous. In a
Feb. 12 blog post,
he wrote: "China's killed on a stealth raise ahead of the Chinese New Year, so heavy-lifter
gets annihilated but then cooler heads prevail and it soars." The
Goldman Sachs Group
: Cramer sees opportunity in buying the railroad stocks. On
he said he likes every single one of the rails because it's such an efficient way to be able to ship goods. The
: Cramer thinks a number of stocks have big gains ahead. In a
he wrote: "This is all nonsense. This market has it wrong. When you get these good numbers, the stocks should jump. Instead they go up over time." The
-- Written by Roberto Pedone in Baltimore.
(Editor's note: At the time of publication and/or original publication of his posts and shows, Cramer owned Weyerhaeuser, Chevron, Goldman Sachs, Qualcomm and Apple for his Action Alerts PLUS charitable trust.)
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