RealMoney Radio: Power Point

Cramer says it's time to look at power plant builders.
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There has been a lot of talk about global warming, Jim Cramer said on his

"RealMoney" radio show Thursday. As a result, power companies are going to be building more power plants.

"Who do you call to do this?" he asked.

You call

Halliburton

(HAL) - Get Report

, he said, which he owns for his charitable trust,

Action Alerts PLUS, he said.

You also call

Jacobs Engineering Group

(JEC) - Get Report

and

Fluor

(FLR) - Get Report

.

Although the consensus is that they are not worth buying, these companies are geared toward the weather -- not the

Fed

, Cramer said, adding that he believes all of these companies are going to get serious orders.

When

Consolidated Edison

(ED) - Get Report

comes out and says you have to use less power, it's not going to pass, he said. They're going to have to provide more power.

Cramer said he knows this is against the prevailing wisdom on Wall Street, but just how he predicted natural gas would go up, he believes the next big move is in infrastructure.

You need to get in before all the people who hate it on Wall Street do, he emphasized.

Clorox's

(CLX) - Get Report

stock has some stains on it, he said.

One minute Clorox was at $60, then it went down to $57 after it reported its quarter. Now it's at $59. The reason behind this bounce-back is that Clorox hasn't named a new CEO yet, Cramer said. People believe the company is going to be acquired since it hasn't named a new CEO. But that's not the case, he said. If this was the case, they would have announced it on the recent conference call they had.

Clorox is getting beat and its raw costs are going high, he said, adding that people should be wary of the stock.

To see the most recent edition of The RealMoney Radio Recap in its entirety, please click here. This recap is published every day around 3 p.m. ET.

At the time of publication, Cramer was long Halliburton.

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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