Odds and EndsCramer said he would avoid Multi-Fineline Electronix ( MFLX) because it's too levered to the fate of Motorola. A listener wanted advice on how to start picking stocks on his own so that he can narrow the field without depending on Cramer. Cramer told him to begin by "buying what you know" because that will provide an inside edge. Look at the potholes on the roads, he said. They all need filling and we have a bull market in the materials needed for paving, he said. In that space, he likes Vulcan Materials ( VMC), Martin Marietta Materials ( MLM) and Rinker Group ( RIN). Cramer said that during a trip to the mall, he noticed that Limited ( LTD) stores were looking better than he has seen them in a while, and that he liked the fresh look at TJX's ( TJX) TJ Maxx stores. He would look into these stocks. And he said that he bought Commerce Bancorp ( CBH) for
Corning CallingCorning ( GLW) makes the screens for big-screen TVs, and Cramer said this market is growing in leaps and bounds. (Corning was this week's "Cramer on Demand," the winning stock as voted on by TheStreet.com readers. You can vote on a stock for Cramer to discuss next week in our poll at the end of this story.) The stock is up 151% year to date, and if he had owned the stock since last year he said he would be taking some off the table. But if it pulls back to $15, he said he would be a buyer. He told a caller that he still likes Sotheby's ( BID) because collectables are in, and Sotheby's is the way to play this trend. The stock has been in the doldrums since 2000, and is now back to where it was seven years ago, he said. Cramer believes that Sotheby's will get a bump higher after the big spring art auctions that are coming up. He said he would be a buyer ahead of these auctions. Gold and silver are "hot and will stay hot," even after taking out 25-year highs, Cramer said. He added industries are finding uses for silver, and we're running out of gold. In this space, he likes Goldcorp ( GG) and Crystallex International ( KRY). Finally, he told a caller that he likes Cisco ( CSCO), which is up 27% year to date, because it is levered to VoIP, networking, "computers talking to each other," and sending data, voice and video to consumers. But compared to where it was in 2000, he said, the stock "has been a dog." He thinks Cisco is a decent pick, but he also recommends a basket of contract suppliers that work with Cisco and its competitor Tellabs ( TLAB). These stocks are Finisar ( FNSR), JDS Uniphase ( JDSU), MRV Communications ( MRVC), Broadcom ( BRCM), Conexant ( CNXT), Avanex ( AVNX), Ciena ( CIEN) and Mindspeed Technologies ( MSPD).
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