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This column was originally published on RealMoney on Nov. 8. It's being republished as a bonus for readers. For more information about subscribing to RealMoney, please click here.

Domestic security's a winner today. Has to be. The Democrats love to spend, just like the Republicans, but they like to spend it on Homeland Security, to demonstrate domestic toughness. Bomb detection (

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American Science and Engineering


) and inspection (

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) are the best ways to play it.

I would not outthink this theory. You need to have lots of hearings, lots of meetings, lots of changes before you get this spending boost.

That said, it's a great theme, money out of big defense into small defense. And it's a theme that most likely will produce good for everybody; in the end, we'll just layer on domestic security because the Republicans will fight like hell to back their own companies:

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Short-term, bad for them. Longer-term, no big deal.

Random musings:

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At the time of publication, Cramer had no positions in any of the stocks mentioned in this column.

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