This column was originally published on RealMoney on Sept. 12 at 2:13 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.

Housing-related breakout! Every cohort! Look at

Fortune Brands

(FO)

and

Whirlpool

(WHR) - Get Report

. Look at all the hard-goods makers, the companies that make products that go into homes. They are on fire.

This market is so classic. It gets a theme and runs with it to such an extent that you can make 3%, 4% overnight if you are in the right place.

It is as if every short-seller and every would-be long listened to the

Best Buy

(BBY) - Get Report

earnings call and looked at the rally in housing stocks and said: "We need exposure to this homebuilding cycle.'

My faves are

Sears

(SHLD)

,

Black & Decker

(BDK)

, Fortune Brands,

American Standard

(ASD)

,

Masco

(MAS) - Get Report

and Whirlpool. At this pace, they will be too expensive next week!

But it's worth going along for the ride.

At the time of publication, Cramer was long Sears Holdings.

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