It's time to "blow out" of speculative stocks like Hoku ( HOKU) in the runup to President Bush's speech tonight, Jim Cramer said Tuesday on CNBC's "Stop Trading!" segment.

Cramer said Hoku, the Hawaii-based supplier of material for solar panels that has come into vogue since it scored a supply deal last week with Sanyo, is "trading more than its float" every day -- a signal that the action may not be based purely on the stock's fundamentals. On Tuesday, shares were up 11% in heavy trading as some investors were betting that the president's energy conservation proposals would play to Hoku's favor.

"People are trying to game a speech that isn't gameable," Cramer said of the president's State of the Union address, which is scheduled for 9 p.m. EST.

Cramer also called the ethanol trade "baloney" but said that if he really believed in renewable power talk, he might try Archer Daniels ( ADM).
At the time of publication, Cramer had no positions in stocks mentioned.

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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