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There's nothing better for an investor than investing in a monopoly, and 9-1-1-infrastructure systems and services company,


( TRDO), nearly has one, said Jim Cramer Tuesday on his "Mad Money" TV show.

Enter Intrado

Intrado ensures that calls placed to 9-1-1 are routed to the correct police or fire station and that the emergency responder has the correct address the moment the call is received.

Cramer said the company has a 95% market share for land lines -- close enough to be called a monopoly.

However, most of the company's growth has been coming from the integration of cell phones into 9-1-1 systems. There Intrado "only" has 60% market share.

Going forward, Cramer said VoIP services such as




will need to be integrated into 9-1-1 systems, and "Intrado's getting that business, too."

The fundamentals are strong, too. In its most recent quarter, Intrado beat expectations and raised guidance, said Cramer.

The bonus for Cramer is that Roy Disney owns Intrado shares through a trust, which bought an additional 40,000 shares last week, he said.

Cramer added that he usually makes money investing in stocks that Roy Disney owns. "My experience with Roy Disney is he's a good guy ... who will make things happen."

Finding Your Shirt

Cramer is bullish on

Gildan Activewear

(GIL) - Get Free Report

, a wholesale supplier of T-shirts, fleeces and polo shirts with about a 36% U.S. market share, because of the company's new plan to move into retail, where margins are higher.

Gildan's gross margin as a wholesaler is about 30.9%, said Cramer. Retail suppliers tend to have significantly higher gross margins, he said. For example,


(NKE) - Get Free Report

has a gross margin of about 44.7%, he said.

Tommy Hilfiger

( TOM) has a gross margin of about 46.2%, and

Ralph Lauren

(RL) - Get Free Report

has a gross margin of about 51.9%, according to Cramer.

But Cramer asked if Gildan wasn't more like


( RML), which has a gross margin of about 27.5% at retail, than those other brands.

"Russell is a bad company," said Cramer. "They don't dominate anything," unlike Gildan, which dominates the wholesale market and has a better gross margin at wholesale than Russell does at retail, he said.

Even if Gildan's gross margin improves just 4%, Cramer said that would be huge.

"Higher margins lead to higher earnings leads to 'mon back,*" said Cramer.

In response to a question about

Hot Topic

( HOTT), Cramer said HOTT is "one of my least favorite" stocks. He said his favorite teen retail stock is

Urban Outfitters

(URBN) - Get Free Report


Oil in Alberta

Cramer is short-term bearish on oil, believing that the commodity is headed to the low $50 range from Tuesday's price of roughly $59.

But, as long as oil is over $35, he said, the oil sands of Alberta, Canada, "are going to be very profitable."

Cramer believes that "one of the least visible and best plays on the oil sands in Alberta" is

Birch Mountain Resources

( BMD).

Cramer said that although the mineral exploration and development company has rights to a million acres "full of mineral wealth," which "if it pans out, will be huge," the company also stands to benefit from the supplying of the infrastructure build-out and the processing of the oil sands.

The company is expected to supply quicklime, a necessary material for the processing of oil from oil sands, said Cramer.

Even though Birch Mountain won't start making quicklime until 2007, "when they do, they're going to own that business," he said.

Birch Mountain can ship quicklime for $85 per ton less than can competitors because they're the closest to the oil fields, he said.

Additionally, Birch Mountain should do well supplying aggregate for the build-out of the oil sands infrastructure such as processing plants and roads.

Be careful buying shares of Birch Mountain, though, said Cramer. It's a small, thinly traded company. He would recommend using limit orders.

aQuantive Qualifies


( AQNT) CEO Brian McAndrews joined Cramer to talk about his company's third-quarter results posted Tuesday. Cramer asked McAndrews about analysts' talk of seasonality in aQuantive's business.

"This seasonality stuff is garbage, right?" asked Cramer. "It was a strong quarter."

"We had a strong quarter," said McAndrews, adding that the company had exceeded its guidance and that revenue was up sequentially. "I think sometimes people do see seasonality in Q3, but we didn't see it that much," he said.

Cramer asked McAndrews about the announcement that aQuantive's CFO is retiring.

"Our CFO is actually not leaving until Q2 of next year, giving us plenty of time to bring someone in and make a smooth transition," said McAndrews. "I don't think you should read anything into it other than he is ready to take some time off."

Cramer asked McAndrews about aQuantive's acquisitions of Avenue A and Razorfish. "Those turned out to be very viable businesses, didn't they?"

"Yes they did. ... We've just seen real strong demand there from traditional advertisers building their Web sites," said McAndrews.

Cramer summed up the interview by saying that aQuantive's stock fell Tuesday on news that the CFO is retiring. "I trust the guy. I'm sticking my neck out here. I would use this weakness to buy the stock.

"I think aQuantive is a real company, making real bucks, and I'm not worried about seasonality or the CFO," said Cramer.

(To view the full interview with McAndrews, click here.)

Lightning Round


Cramer was bullish on

Nortel Networks

( NT),


(MO) - Get Free Report


Boyd Gaming

(BYD) - Get Free Report


L-3 Communications

(LLL) - Get Free Report



(NUE) - Get Free Report



( DNA),

Apple Computer

(AAPL) - Get Free Report


Nabors Industries

(NBR) - Get Free Report



(HAL) - Get Free Report


Prudential Financial

(PRU) - Get Free Report



(MET) - Get Free Report


PNM Resources

(PNM) - Get Free Report



(GOOG) - Get Free Report


General Maritime



Sirius Satellite Radio

(SIRI) - Get Free Report



Cramer was bearish on

EchoStar Communications

(DISH) - Get Free Report






( IDNX),

Computer Associates

(CA) - Get Free Report


Symbol Technologies

( SBL),


(VZ) - Get Free Report


Gerdau Ameristeel

( GNA),





( MYOG),


(SLB) - Get Free Report


Noble Energy

(NBL) - Get Free Report


Amylin Pharmaceuticals

( AMLN),

American Electric Power

(AEP) - Get Free Report


Knight Ridder

( KRI),

Quintana Maritime Limited

( QMAR),

XM Satellite Radio Holdings

( XMSR) and

Sun Microsystems

(SUNW) - Get Free Report


*For all you home-gamers, a 'mon-back opportunity means Cramer would back up the figurative truck and load up on a stock.

At the time of publication, Cramer was long Altria and Halliburton.

James J. 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

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