Skip to main content

"To me, infrastructure means one thing," Jim Cramer said on Monday's "Stop Trading!" segment on CNBC, "and that's Caterpillar (CAT) - Get Caterpillar Inc. Report."

He isn't interested in direct commodity plays. "Don't play it with copper. Don't play it with aluminum," he said. "I don't want the commodities. We're still in hedge-fund liquidation mode. That's why the oil trade doesn't work for me at all."

He said Caterpillar's last quarter was "actually quite good" for the company, and the company is poised to benefit from an economic stimulus package in either China or the U.S. "Either way, CAT is going to get the orders," he said.


(FLR) - Get Fluor Corporation Report

"reported a great quarter and went up big," he said, but he still prefers Caterpillar to Fluor and

Foster Wheeler



In this environment, Cramer also likes dollar stores. "I'm totally into that," he said. "It is where people trade down to." He said

Family Dollar

Scroll to Continue

TheStreet Recommends


is "a great idea here" and said that the way it names its products to bring to mind popular brands is "brilliant marketing. It can fool anyone."

At the time of publication, Cramer was long Foster Wheeler.

Jim Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click

here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click

here to order his book, "Real Money: Sane Investing in an Insane World," click

here to get his second book, "You Got Screwed!" and click

here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by

clicking here. has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from