The acquisition of
shows the sector is ripe for consolidation, Jim Cramer said on
"Stop Trading" segment Friday.
Names such as
are possible benficiaries.
"You could wake up on Monday and any one of these could see a bid -- they're just too cheap," Cramer said. "I see more upside coming."
Copper is another hot spot, with names like
poised to benefit.
Regarding a filing by Carl Icahn in which the billionaire investor said he might oppose the acquisition of
, Cramer said Icahn "should just be glad he got a bid and move on." Lexar "just has not figured it out at all," businesswise.
Cramer again praised brokerages
, this time citing the federal government raising its debt ceiling.
"When the government raises the ceiling on how much it can borrow, you should be thinking bond-trading," an area in which all three are powerhouses, Cramer said.
Cramer also said
could go to "$28 or $29 in the near future," thanks to new management.
At the time of publication, Cramer was long Southern Copper.
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