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NEW YORK (

TheStreet

) -- This robust market still has room to run, Jim Cramer told viewers of his

"Mad Money"

TV show Friday.

He said a few companies will confirm that thesis next week, the first of which is

Schnitzer Steel

(SCHN) - Get Schnitzer Steel Industries, Inc. Class A Report

, a little known steel company that has its hand on the pulse of Chinese steel demand.

Then on Tuesday, Cramer said

KB Homes

(KBH) - Get KB Home Report

will be the stock to watch. Cramer's still not a fan of the home builders, as they're still building way too many homes, but if things are slowing, then it might be time to get bullish on housing.

On Wednesday, seed maker

Monsanto

(MON)

will be the one to watch. Cramer said he'd bless Monsanto as a trade, but feels

DuPont

(DD) - Get DuPont de Nemours, Inc. Report

is the better play. Also on Wednesday,

Ruby Tuesday

(RT)

, a restaurant with insight into how $4 gasoline is affecting the mid-range consumer.

For Thursday, another read on the consumer will come from

Pier 1 Imports

(PIR) - Get Pier 1 Imports, Inc. Report

, while on Friday, Cramer said the wholesale inventories number will have his attention. Too much inventory is bad, as retailers will have to slash prices, but not enough means things are still firing on all cylinders.

Cramer said his bottom line is that things are still going well, and if these key companies don't have anything negative to say, things will likely stay that way.

Speculation Rental Equipment Play

For "Speculation Friday," Cramer turned to the hot machinery stocks that's just now gearing up for what could be a $300 billion rebuilding in Japan. His pick,

RSC Holdings

(RRR) - Get Red Rock Resorts, Inc. Class A Report

, the second largest equipment rental company in the U.S.

Cramer's his thesis is that with so much equipment about to head to Japan, the U.S. equipment market will be tightening, and that means good things for RSC Holdings. With equipment prices also on the rise, renting equipment is making more sense than owning it.

Unlike the equipment manufacturers, Cramer said RSC is not being held hostage by rising costs, as it only rents, and doesn't make, its equipment. He said that while

United Rentals

(URI) - Get United Rentals, Inc. Report

is the country's largest equipment renter, United also rents most of its equipment into the construction industry, which is still lagging. RSC however, rents 60% of its equipment into the red hot industrial space.

Cramer said RSC's $2 billion in debt is worrisome, which is why RSC made it into Speculation Friday, but with 435 locations in the U.S., and all of the trends moving in its favor, Cramer said RSC is worth a second look. He cautioned viewers not to chase the stock, as it's already at its 52-week high.

More than Sports Apparel

In a second "Speculation Friday" segment, Cramer discovered a way to make money off our nation's pass time. He said licensed apparel maker

G-III Apparel

(GIII) - Get G-III Apparel Group, Ltd. Report

, turns out to be a whole lot more than just sports apparel.

Cramer explained that G-III actually manufactures products under some 30 different labels, including the Wilson's Leather Outlet brand which it purchased outright out of bankruptcy.

Cramer said the company reminds him of

Warnaco

(WRC)

, another licensed apparel maker that's been capitalizing on the growing Calvin Klein brand.

Cramer said with most of G-III's sales coming from department stores, he feels the company's 2011 estimates are too low given its expanding market share. He also said the company seems to have its input costs under control, a key issue for any apparel maker.

Trading at just 11 times earnings with a 17.5% long term growth rate, G-III is another stock that deserves a second look, he said.

Mad Mail

Cramer followed up on some stocks that stumped him in earlier shows. He said that

Ebix

(EBIX) - Get Ebix, Inc. Report

, a company that provides software for the insurance industry, is intriguing but the stock is a battle ground and he would steer clear.

Cramer also said that there's no compelling reason to own biotech

Micromet

( MITI) and he also doesn't like the risk reward with

SIGA Technology

(SIGA) - Get SIGA Technologies Inc Report

, either.

Cramer told a viewer that when it comes to engines, he still likes

Caterpillar

(CAT) - Get Caterpillar Inc. Report

and

Cummins

(CMI) - Get Cummins Inc. Report

TheStreet Recommends

, two stocks which he owns for his charitable trust,

Action Alerts PLUS. He would not be a buyer of

Briggs & Stratton

(BGG) - Get Briggs & Stratton Corporation Report

.

Cramer also recommended both

Ford

(F) - Get Ford Motor Company Report

and

General Motors

(GM) - Get General Motors Company (GM) Report

, another Action Alerts PLUS name, and told another viewer to hold onto

PPL Corp

(PPL) - Get PPL Corporation Report

, a utility with a good yield.

Cramer said he's also still a fan of silver, especially the silver ETF.

Lightning Round

Cramer was bullish on

EMC

(EMC)

,

Complete Prod Svcs

( CPX),

Harris Corp

(HRS)

,

Vale

(VALE) - Get Vale S.A. Sponsored ADR Report

,

Altria

(MO) - Get Altria Group Inc Report

and

Chart Industries

(GTLS) - Get Chart Industries, Inc. Report

.

He was bearish on

Teradata

(TDC) - Get Teradata Corporation Report

and

Synovus Financial

(SNV) - Get Synovus Financial Corp. Report

.

Closing Comments

In his "No Huddle Offense" segment, Cramer again commented on the David Sokol controversy. He asked, what will likely happen to Sokol for his shady trades? Nothing. What will happen to Warren Buffett for being so lax? Nothing.

And what will happen to

Berkshire-Hathaway

( BRK-B) for not having better policies? Also nothing.

Cramer said the way this information came to light was so clever that one cannot help to admire Buffett even more. He said while it looks bad on the outside, since everything was disclosed as it happened, there's actually no wrong doing.

--Written by Scott Rutt in Washington, D.C.

To contact the writer of this article, click here:

Scott Rutt

.

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http://twitter.com/scottrutt

.

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.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC

.

Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by

clicking here

.

For more of Cramer's insights during the Lightning Round, clickhere

.

At the time of publication, Cramer was long Caterpillar, Cummins, General Motors.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.