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"I will do anything to help you make money, including working on the chain gang," Jim Cramer told "Mad Money" viewers Friday.

Cramer told viewers that there is a boom in road building, or highway construction, in the U.S. He said there has been a 13% increase in highway and street spending, and new highway contracts were up over 25%.

In California, according to last week's Los Angeles Times, there's $140 billion worth of highway construction to be done, he says.

"It's the perfect kind of pork we like on 'Mad Money' because it creates jobs," he said and promised to explain to viewers how to play the road-building boom during the remainder of the show.

The first way to play the pork is by buying stock in the rock companies.

There are two really fabulous rock companies, Vulcan Materials ( VMC) and Martin Marietta Materials ( MLM), which are the No. 1 and No. 2 producers of crushed rock, he says.

"Both are dirt cheap," he said. "They have both fallen hard. But aggregate pricing has remained strong."

Plus, Cramer added, the Chinese and Indians can't undercut on price because it costs too much to ship rocks.

Stealth bull markets are the sexiest kind, Cramer said, continuing his explanation of how to play the road-building bonanza.

"In addition to rock, you need asphalt for paving the roads," he said. For road paving, Cramer likes Ingersoll Rand ( IR), which he owns for his charitable trust, Action Alerts PLUS . The company's paving division only accounts for 11% of revenue, but that's likely to really grow, Cramer said, adding that like many industrial companies, the stock has been cut down by the market lately.

There is also an obscure play in Ashland ( ASH), the makers of Valvoline oil, which viewers may be familiar with. One division of Ashland also focuses on paving and construction.

"The Street thinks the company will sell that division," Cramer said. "I've seen estimates that Ashland could get up to $2.5 billion by selling that division" and observed that the market capitalization for whole company is only $4.5 billion.

"I would call Ashland a bank," he said. "By sales, it's a quarter of the company, but it could raise 67% of the value of the company now."

Ashland reports next week, and there is huge potential for an upside surprise. Buying ahead of time might make sense for viewers, Cramer said.

Then Cramer turned to look at the likely events of next week and how viewers might be able to make some money.

"Starting Tuesday," he said. "It will be time to avoid defensive plays.

"Next week, take your gloves off and get a little dirty. I think the market can return to rationality."

The positive action in banks today is because people think that the Federal Reserve will cut rates in October when it looks like the Democratic party will take over Congress.

"The market is now looking like the economy is heading for a depression," he said. "Last I looked, it's not going to happen. You are seeing a selloff of huge smokestack stocks.

But Cramer believes that "sellers will exhaust themselves by Tuesday.

"A lot of people bought August put options, and with so many investors now that negative, I think there will be a short squeeze," he said.

Cramer told investors that they could benefit from this by buying stock in cyclical companies that had performed well.

Cramer mentioned CSX ( CSX), Schlumberger ( SLB), as well as United Technologies ( UTX) and Textron ( TXT), both of which he owns for his charitable trust, Action Alerts PLUS , and Motorola ( MOT) as possible buys.

Cramer added that viewers would need to sell these stocks quickly after a rally. "You'll have to buy them and then sell them," he said.


NFL Hall of Famer Dan Marino joined Cramer on the show. Marino is now a spokesman for dietary supplement company NutriSystem ( NTRI) a line of business that Cramer said was traditionally aimed at women.

"I'm working with the company because it works," said Marino, addressing the quality of the product. "Seventy percent of men are overweight in this country, and the company management thinks they have a market.

"It works; I've lost 22 pounds," he continued. "Men want convenience. They want to know, does the food taste good and does it work?"

Because the stock hasn't done so well lately, Cramer asked Marino, "What do the short-sellers know that we don't?"

"That would be a question for the CEO," said Marino. "When I choose companies to work for, I look for relationships, and I ask, does the product work?"

Marino said that he owns NutriSystem stock.

To view Cramer's interview with Dan Marino, please click here .

Lightning Round

Cramer was bullish on Sealy ( ZZ), General Motors ( GM), News Corp. ( NWS), Disney ( DIS), Vaalco Energy ( EGY) and Advance Auto Parts ( AAP).

Cramer was bearish on Burlington Northern ( BNI), Ametek ( AME), Stonepath Group ( STG), Valero Energy ( VLO), Texas Instruments ( TXN), Ford Motor ( F), Hansen Natural ( HANS), Energy Partners ( EPL) and Sealed Air ( SEE).

For more of Cramer's insights during the most recent Lightning Round, click here .

Here's your chance to pick the stock you'd like me to feature on my radio show July 27:
Chicago Merc
Peabody Energy
St. Jude Medical
Whole Foods

REMEMBER to listen in on Thursday for my take on the stock that wins this poll!

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 News Corp, United Technologies and Ingersoll-Rand.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on Mad Money are his own and do not reflect the opinions of 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, 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 is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

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, 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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