Jim Cramer's Stop Trading! Go for Gear

He likes JDSU, MRV and others.
Publish date:







merger could spawn a wave of takeovers in the telecom equipment space, Jim Cramer said on


"Stop Trading!" segment Friday.

Cramer said possible winners could be





(GLW) - Get Report


MRV Communications




(FNSR) - Get Report








Cramer was very wary of



, which he called a former "house of pain."

Cramer's favorite homebuilder remains

KB Home

(KBH) - Get Report

, which he recommended buying after next week's


meeting. In the energy space, he named




Devon Energy

(DVN) - Get Report


Houston Exploration


as natural gas "catch-up" plays.

Cramer predicted shorts would get hurt on

Countywide Financial


, whose managers should be able to navigate more rate hikes.

At the time of publication, Cramer was long Countywide Financial.

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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