If the Ice Age movie sequel turns out to be a huge blockbuster, it will convince Hollywood that there is more money to be made in animated films, which have been hits on screen and then hits again on DVD, Jim Cramer told his "RealMoney" radio show listeners Friday.

And the way to make money on that trend is to look into buying Avid Technology ( AVID), the biggest maker of equipment used in filming computer-generated movies.

Cramer said that Silicon Graphics ( SGID), another player in the space, is out of the running now that studios have switched to Avid software, which specializes in 3-D animation.

But Avid has "had a tough time as of late," because the consumer business that it bought has underperformed and has kept the company from having "a hammerlock" on the animation business.

So, even though people hate the stock now, Cramer said that it's a good play because it essentially owns the digital editing systems business.

With more computer animation films coming, he said he would buy a little here, and pick up more when it goes below $40.

Thanks to Akamai ( AKAM), you've been able to watch live sporting events on your computer, Cramer told listeners.

Moreover, the company's chief executive, Paul Sagan, told him during an interview on Thursday's "Mad Money" TV show that Akamai just had its biggest week ever in terms of downloads thanks to March Madness, and Cramer believes it's only going to get bigger.

But unlike Avid, which is down on its luck and trading lower, Akamai is at its 52-week high. That's why he said that investors need to be ready for the day when the market falls and brings Akamai down with it.

That's the market throwing a sale, he said. Business is too strong for Akamai to come down of its own volition.

Starve a Virus

As if Microsoft ( MSFT) doesn't have enough to worry about, the company now must contend with another attack on its Internet browser, Cramer said. A new virus freezes your computer for 30 seconds and installs software that captures your online banking information.

Cramer owns Microsoft for his ActionAlerts PLUS charitable trust .

The latest attack on Internet Explorer is just another reason to buy Symantec ( SYMC), he said, a stock that is $1 off its 52-week low.

The Internet security technology business is a good one and this is one of the cheapest players, he said. People have thought that Microsoft has a better antivirus package, but Cramer believes that those people are wrong.

Cramer took listeners into the world of commodities trading, a process that he said demands a lot of money and is very high risk.

When you buy a stock, you're buying a piece of paper that gives you interest in the company, he said. But you can't take that paper to the company and get your money. You can only buy and sell that paper on the open market.

But when you buy a commodity, you're actually buying and selling a physical product. For example, if you buy wheat futures, you're really buying wheat. There are many commodities, including oil, orange juice, metals and agricultural complex components like pork bellies.

Moreover, he said, the term "futures" means that what you buy today you get in the future. So, if you buy wheat at $100, wheat will be delivered to you at some determine point in the future.

On that date, you can keep the wheat or sell the contract for the wheat. If the price of wheat has gone up, you can just sell it and make a nice profit.

In a way, this seems easier than trading stock because you're only dealing with the supply and demand of the commodity, Cramer said. There's no management, earnings forecasts or interest rates to worry about. It's all about supply and demand for the commodity you're trading.

But commodities trading is expensive, so most people borrow money in order to trade, he said. The risk is very high. If wheat prices fall and continue to fall, you will lose a lot of money. And if you borrowed that money, you'll be wiped out.

Cramer compared it to flipping property. You put a lot of money down on the property and hope to sell the house on the open market at some point in the future. If the market gets tough in the interim and prices go down, you'll lose money when you put that house up for sale.

Zinc is on fire right now because it's used to reinforce steel, which has been in high demand worldwide, he said. Zinc's value has run up 41% from a year ago, and if you bought the future before the run-up you've made a fortune.

So, to invest in the demand for the commodity without buying zinc futures is to buy stock in the money that takes zinc out of the ground and makes it worthwhile.

That's why Cramer bought BHP Billiton ( BHP) for Action Alerts PLUS .

He told a caller that there has been a bull market in titanium, since it's used to make lighter planes that use less fuel.

As oil prices go higher, titanium goes higher, too.

But he said he would be cautious about the stock Titanium Metals ( TIE), since it is up 51% year to date and up 432% from a year ago.

It has gone too far too fast, Cramer said. If you own Titanium Metals, he suggested taking some off the table. When it pulls back, pick some up again, he said.

Levee Up

It was just reported that the cost to repair the levee system around New Orleans to insurance certified standards has tripled to $10 billion, Cramer said. But the levees must be built and that means that Shaw Group ( SGR) and H&E Equipment Services ( HEES) are going to make some money, he said.

Shaw will get the contracts to rebuild because the Baton Rouge-based company has been the most involved in the rebuilding effort, he said.

And H&E Equipment, a company that rents out earth-moving vehicles, will be needed to rent out equipment for the job that Shaw won't want to buy for a single job.

He told a caller that Bank of America ( BAC) and Manulife Financial ( MFC) are both good stocks.

He said that Bank of America isn't as well-run as other banks. He's partial to Commerce Bancorp ( CBH), which he owns for ActionAlerts PLUS , because he believes the service is better.

But he wouldn't say to sell the stock because while Bank of America resolves its management issues, it's paying investors a 4.3% yield. And because of the break in dividend yields from the federal government, it's doing better than cash.

"You're being paid to wait while the company works on its service," he said.

As for Manulife, he said that if we lived in Canada we would call it the best of breed in insurance companies.

He said that the company belongs in the same group as top-tier insurers Prudential ( PRU) and MetLife ( MET).

A caller said that he bought Votorantim Celulose e Papel ( VCP) when Cramer recommended it in January. Now that it has caught four points, he wanted to know if there is more upside.

Cramer told the caller that making $4 on a $12 stock is "pretty good money," and he reminded him that bulls make money, bears make money but that hogs get slaughtered.

He recommended taking a little off the table, but not to pull out altogether. Cramer said that the stock pays a 4% yield and that the paper company has great access to the rainforest, so he thinks there's more to be gained in the stock.

A listener email asked what the Wall Street terms "accumulation" and "distribution" mean, and what it means for a stock to be under accumulation or under distribution.

On Wall Street, people never say buy and sell, Cramer said. Instead you either "take the offer" or "hit the bid."

So, when you hear that a stock is under accumulation, it means that people are taking the offer, Cramer said -- they are taking stock at a higher price. If a stock is under distribution, people are selling the stock, or hitting the bid.

Cramer then said he believes that ABB ( ABB) will move to $15 from $12 because its business is so good, and said that's why he owns it for ActionAlerts PLUS .

He said that listeners may wonder whether he mentions the stocks he owns because it behooves him. His response to this question is that as long as he discloses that he owns a stock, listeners can determine whether it's worth owning or not.

He believes that it's only unethical to speak about a stock he owns if he doesn't disclose that he owns it.


Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here.
At the time of publication, Cramer was long ABB, BHP Billition, Commerce Bancorp, and Microsoft.

Jim 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. 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." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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