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Fuel, Ya!

Jim Cramer had just one word for viewers on Monday's episode of his "Mad Money" TV show: titanium.

While it's been around since the first cosmonaut, Cramer said that investors have yet to appreciate the fact that it has exposure to every market he loves -- from oil rigs to airplanes, dental implants to hip replacements.

But the key to titanium is the airline industry, which is doing whatever it can to replace its fleets with lighter, more fuel-efficient planes.

"It's the reason Boeing ( BA - Get Report) is winning more orders," he said, referring to the fact that their lighter planes use less fuel and are made with more titanium.

What's the best way to play the trend? While titanium the metal is good, Cramer wants to avoid Titanium Metals Corp. ( TIE) because he says the stock, at more than $65 a share, is up way too much.

Instead, he recommends Allegheny Technologies ( ATI - Get Report), even though titanium makes up only 16 % of Allegheny's business.

Because the last time titanium peaked, Allegheny was trading at over $60. The stock closed at $33.01 Monday.

On a similar note, a caller wanted to know if there was a way to play the tightening supply of raw carbon fibers, which Boeing has used much of to make more fuel-efficient aircraft.

Cramer said to avoid Zoltec ( ZOLT), a little guy that doesn't make any money, but to go for Cabot ( CBT - Get Report) and Cytec Industries ( CYT).

He added that Boeing's high P/E ration is no reason to avoid the stock, so get into it now.

Federal Bureau of Outsourcing?

Privatization was another place for profits, according to Cramer, who believes that ManTech International ( MANT - Get Report) is the place to go.

The government will privatize at any cost, because it wants to unload economic burdens like pensions, Cramer said.

The FBI is the next program the government will try to outsource, and Cramer believes that ManTech is a logical buy because the company makes technology and solutions for national security programs.

In other security plays, he encouraged investors trying to make money on radio identification tags to take a look at Symbol Technologies ( SBL) because the company is focused on this technology, they've got a new chief executive, and Cramer believes that any contracts will go their way.

A caller asked whether he should buy established companies like General Dynamics ( GD - Get Report) and Lockheed Martin ( LMT - Get Report), or if he should buy small companies that will likely be acquired by bigger players.

Cramer's response was to try to figure out where the government can outsource, and to buy accordingly.

Believe the Hype

Turning his attention to a swirl of talk about Trump Entertainment ( TRMP), Cramer noted that Morgan Stanley just made a huge insider buy and called the stock cheap.

He spoke with the former president of the Philadelphia 76ers, Pat Croce, who is working with Trump on a casino venture in an area of Pennsylvania that needs new jobs.

KeyBank says the project has a 50/50 chance.

"TRMP has been moving up, and no one is giving it the credit it deserves," said Cramer, adding that if you're betting on Trump, you're also betting on job creation and on Pat Croce.

Cramer also said that sometimes it's smart to follow the hype, and said Benetton ( BNG) was a great example.

The story is not about the company's slow growth and sluggish sales, but about the fact that it's only 3 1/2 hours from this year's Olympics city, Turin.

The stock will rise on baseless and meaningless hype, Cramer said.

He called St. Joe Company ( JOE) an example of another company that jumped on nothing more than exposure. The stock jumped when the Super Bowl was held near its headquarters in Jacksonville, Fla., even though nothing about the company changed.

Cramer highlighted Kirin Brewery ( KNBWY), saying that they'll get a boost from their malt-free beer, but that that a bigger lift would come from their small, relatively unknown biotech unit that's working on a product to treat avian flu.

Kirin stock has risen 15.3 % since Jim first recommended it on Oct. 12.

Cramer wrapped up the show with a prediction that Under Armour ( UARM) would jump in nine days, when the dealers who bought the stock are allowed to come out and recommend it.

Like iRobot ( IRBT), he said Under Armour is a great example of how investors can cash in on some easy money.

Lightning Round

Bullish

Cramer was bullish on Hewlett-Packard ( NYSE), Whole Foods ( WFMI), eBay ( EBAY), Canon ( CAJ), Accredited Home ( LEND), FedEx ( FDX), UPS ( UPS), Altria ( MO), First Marblehead ( FMD), Seagate Technologies ( STX), Cypress Semiconductor ( CY), Qualcomm ( QCOM) and Motorola ( MOT).

Bearish

Cramer was bearish on Pfizer ( PFE), Dell ( DELL), United Natural ( UNFI), Flowers Foods ( FLO), Taser ( TASRE), Sirius Satellite ( SIRI), Swift Transportation ( SWFT) and RF Micro ( RFMD).

For more of Cramer's insights during the Lightning Round, click here .

At the time of publication, Cramer was long St. Joe, Altria, Qualcomm, Motorola and Boeing.

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."

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