On Monday's "Mad Money" show, Jim Cramer said that the takeaway from Lowe's (LOW) - Get Report conference call is that the housing market is in the recovery stage. Buying a house is more affordable now than renting, so according to Lowe's, there's a market for lawn and garden items and paint used in home fix-ups.

As a play on paint, Cramer recommended

Sherwin-Williams

(SHW) - Get Report

, and as a play on gardening, he recommended

Scotts Miracle-Gro

(SMG) - Get Report

.

On Tuesday, Lowe's added 11 cents to close at $20.05. Sherwin-Williams rose $1.40, or 2.5%, to $57.12, and Scotts Miracle-Gro closed up 46 cents, or 1.3%, to $36.01.

Goldman Sachs

(GS) - Get Report

and

JPMorgan

(JPM) - Get Report

remain the strongest banks on Cramer's list, and he owns both for his

Action Alerts PLUS charitable trust.

According to Cramer, however, the cheapest banks include Action Alert PLUS name

State Street

(STT) - Get Report

,

BB&T

(BBT) - Get Report

and

US Bancorp

(USB) - Get Report

.

Cramer said that his least favorite bank is

Capital One

(COF) - Get Report

On Tuesday, Goldman lost $2, or 1.4%, to close at $$141.15, and JPMorgan slid $1.45, or 3.9%, lower to $35.81. State Street gained $1.42, or 3.4%, to $43.21; BB&T lost 12 cents to close at $22.50; and US Bancorp fell 49 cents, or 2.5%, to $18.86. Capital One gave up $1.16, or 4.5%, closing the day at $24.90.

At the time of publication, Cramer was long State Street, JPMorgan and Goldman Sachs.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, 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

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