All That Glitters

Taking 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 Breath

Cramer 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 Friday's show .

Cramer said that if NMT's migraine treatment doesn't work out, the downside won't be too bad. But Google is an influential stock that many people own, so he believes that it's irresponsible to put forth a $2,000 price target.

To another viewer, Cramer said that for the best defense on why Rediff ( REDF) has room to run higher, check out TheStreet.com and Jim Altucher's bull market case for the company.

Lightning Round

Bullish

Cramer 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).

Bearish

Cramer 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, click here .


Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here.

Here's your chance to pick the stock you'd like me to feature on my radio show Feb. 2:
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At the time of publication, Cramer was long Anglo American.

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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Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.

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