Commercial real estate is still hot and
is the way to play it, Jim Cramer said on
"Stop Trading!" segment Friday.
Vornado, the real-estate investment trust run by Steve Roth, is benefiting from strong demand for office space among new businesses. "Not all real estate is created equal," says Cramer, who is less bullish on residential property. "Take a page from Vornado, they know what they're doing."
Among other stocks, Cramer called
( BKHM) a "quintessential fiber-optic play" that is levered to the same fundamentals that led to
good quarter. "They have a really good quarter coming up, expectations are low, what's not to like?"
, which issued a sales warning Friday, a "false tell" for tech and said investors should be buying
In oil services, Cramer said
new high means peers like
are cheap. He urged caution on the supermajors, saying they're "just banks" with little hope of outperformance.
, Cramer said he prefers steel makers like
Finally, Cramer praised
, which he said stands to benefit from government contracts.