All That GlittersTaking inspiration from William Jennings Bryan, Cramer said we "can't crucify our portfolios on a cross of gold." So that means that although he still likes Goldcorp ( GG) and Anglo America ( AAUK) as the preferred way to play gold, it's time to take a look at silver, too. Cramer said that he likes bimetallism, a monetary standard that consists of silver and gold at its base. Want a silver play to help make money from inflationary pressures in the market? Cramer said to look at Pan American Silver ( PAAS), a Canadian company. Cramer said that the company's margins are expanding and that its growth is accelerating. Combine that with rising silver prices, and, he said, there's a lot to like. Gold had a big run two years ago, and silver is catching up, he said. Cramer doesn't like one better than the other, but he thinks they will rise together.
Locomotive BreathCramer also recommended a locomotive stock as a play on coal, Trinity Industries ( TRN), which he called the biggest maker of train cars. He said we could be in a railroad cycle because we're shipping more coal as the price of natural gas goes higher. He said that the competitor, American Railcar ( ARII) doesn't have the margins that Trinity has, so Trinity should reap most of the rewards of the boom in railroad activity. If Trinity is down next week, Cramer said he couldn't care less, because this is not a company for a quick trade. He believes the real demand for railroad cars won't pick up for another three years at least. Cramer told a viewer that he would bless both Carnival ( CCL) and Royal Caribbean Cruises ( RCL). He also defended his decision to call a $2,000 price target on Google ( GOOG) irresponsible but maintained that NMT Medical ( NMTI) could jump from $17 to $100, a statement he made on
BullishCramer was bullish on: Symantec ( SYMC), Apple ( AAPL), Broadcom ( BRCM), Chesapeake Energy ( CHK), Florida Rock ( FRK), Suncor Energy ( SU), Dril-Quip ( DRQ), Harris ( HRS), Fisher Scientific ( FSH), Wright Medical Group ( WMGI), Zoltek ( ZOLT), ConocoPhillips ( COP), Wal-Mart ( WMT), Hexcel ( HXL), Whole Foods ( WFMI), Nabors ( NBR), Olin ( OLN) and Costco ( COST).
BearishCramer was bearish on: Kopin ( KOPN), GMX Resources ( GMXR), EGL ( EAGL), Encysive Pharmaceuticals ( ENCY), Juniper Networks ( JNPR), 99 Cents Only Stores ( NDN), United Natural Foods ( UNFI) and Jacuzzi Brands ( JJZ). For more of Cramer's insights during the Lightning Round,
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