"Retail at last comes alive," Jim Cramer told listeners Friday on his "RealMoney" radio show, citing the end of New York's transit Strike, warmer weather and a later Hanukkah.

He cited Kohl's ( KSS) stock moving higher, JC Penney ( JCP) at a 52-week high and Target ( TGT) shares rising as evidence of a retail rebound.

But, Cramer said, there are other themes to profit from, citing global positioning, namely Navteq ( NVT), as a great pick.

But he said Under Armour ( UARM) will be the big story. The company's athletic and outdoor apparel is some of the most searched for on the Web sites he searches, and it's popular with young people.

"People have to understand that we in this business are constantly trying to find the analog, the similar play to something else that has worked for us. One of the most successful has been Nike ( NKE). I think Under Armour reminds me of Nike in terms of its brand."

Even though the company just went public and people are betting against the stock, the products are blowing out the door. Cramer said that it's only a matter of time before people start buying Under Armour and told listeners to snap it up now before the price shoots higher.

Cramer Unstumped

In the show's second segment, William Gabrielski, a research analyst at TheStreet.com and writer for Stocks Under $10, joined Cramer to discuss stocks that had stumped Cramer a day earlier.

Gabrielski said that WPCS International ( WPCS) was a rare buy in the Stump Cramer segment.

He said that the site design and wireless engineering services firm currently flies under the radar; and one positive is that they only deal with government contracts.

They have a backlog of 20 million order and Gabrielski thinks they could do $40 million to $50 million in sales this year, and that the balance sheet "is OK."

He did mention a couple of red flags, namely that insiders have been sellers 23 to 3, and that the CEO sold some of the stock.

Gabrielski said that Cardiotech ( CTE), on the other hand, is a dog. He said it's interesting because the company is involved in heart disease, a "gigunda" market in this country, but that it doesn't have a lot of cash so it sells stock to raise money. And that means dilution.

Plus, the company trades about 10,000 shares a day, so it will be hard to get in and out without effecting the price if you buy more than 1,000 shares.

The EPS number is also going down or staying flat, so you're probably not going to get a good return, Gabrielski added.

From the Stocks Under $10 roster, Gabrielski recommended MTR Gaming ( MNTG).

Lightning Round


Cramer was bullish on Whole Foods ( WFMI), Canadian National Railway ( CNI), ABB ( ABB), Foster Wheeler ( FWLT), Fluor ( FLR)and Capstone Turbine ( CPST).


Cramer was bearish on CSK Auto ( CAO), Bausch & Lomb ( BOL), AT&T ( T)and Tivo ( TIVO).

More Picks

In his 401(k) fix, Cramer highlighted a viewer email pointing out the risks of government-secured investment vehicles, or GIKs.

He said that these are big commission products that have no place in a retirement portfolio.

Cramer told another listener who wanted to know about after-hours trading to proceed with caution. After-hours traders don't use limit orders, Cramer said, they just go out and buy. And that inflates the price of the stock.

Revisiting bullish comments he's made all week about the video game market, Cramer said that there is an amazing chasm between this quarter's sluggish showing from companies like Electronic Arts ( ERTS) and the jump they'll see next quarter.

He still recommends EA, Microsoft ( MSFT) and GameStop ( GME)

Cramer also said there is no light at the end of the tunnel for Chinese Internet portal Baidu.com ( BIDU), which he called inherently overvalued and not transparent.

If you want to invest in China's Internet market, he recommended Yahoo! ( YHOO), Netease.com ( NTES) and eBay ( EBAY).

After recommending Vertex Pharmaceuticals ( VRTX) for its positioning in the hepatitis drug market, a caller asked about Cubist Pharmaceuticals ( CBST). Cramer said the company was great, and even though he was hoping for a pullback he called it a buy.

At the time of publication, Cramer was long Foster Wheeler, Gamestop, Microsoft and Yahoo!

James J. 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 Action Alerts PLUS. While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here. Listen to Cramer's RealMoney Radio show on your computer; just click here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict."

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