All Aboard KoppersThe four big rails are "flush with cash," Cramer said, and they are going to be buying a lot of equipment. There are only two plays on this, he said, the first of which is Koppers ( KOP). Koppers is a stock Cramer first recommended a little over a year ago, and it is up about 46% since then. It is "an oblique play" on railroads, he said. It makes rail ties and rail splitters. The "trick" with Koppers is that it's really a chemical company, Cramer said. Rails account for just 37% of the company. However, when you get a cycle, "impure" plays such as Koppers are great "because The Street doesn't notice them until they report great numbers," he said.
Rail SafeAnother way to play the rail cycle, he said, is with Trinity Industries ( TRN), the largest manufacturer of rail cars in the U.S. Trinity is a "pure play" and the "one to own," Cramer said. It is kind of a confusing stock that tends to turn people off, but if people take a closer look at it they'll see Trinity is "all about the rails," he said. Trinity, like Koppers, has also seen a nice jump since Cramer recommended it a while back. But he believes that it should still go higher. "If this doesn't go up with the rails, nothing does," Cramer said. Because ethanol needs to be transported by rails, Trinity, which makes ethanol rail cars, will benefit, he said. And the company also makes wind towers, which makes it a play on "Green Day."
Private-Equity PlaysContinuing with his weeklong, private-equity target series, Cramer told viewers there is "way more" private-equity money that needs to be put to work. He named Darden Restaurants ( DRI) as his next pick for a prime private-equity takeout target. Darden, he said, owns Red Lobster and the Olive Garden, which is one of Cramer's favorite places to eat. Displaying his love for Olive Garden's all-you-can-eat salad bar, Cramer carried out his segment while standing in a kiddie pool filled with lettuce and lobsters. Private-equity firms like to buy companies with "massive" cash flow, "something Darden has from all of its core restaurants," he said. Private-equity firms also like companies that aren't managed well. Darden, Cramer believes, has just enough problems to attract private-equity money, because the restaurant chain has slow growth and has been focusing on its smaller chains rather than on its "winners," Red Lobster and Olive Garden.
Coke Not a ZeroCoca-Cola ( KO) CFO Gary Fayard joined Cramer on his show and stated that the reason Coke was able "to blow away" its numbers was international growth, which represented 9% for the company. There was double-digit growth in the emerging markets and an 11% volume increase in the European volume, Fayard said. Plus, Coke Zero, he said, "is doing great." Japan is turning and is a "critical market" for Coke, Fayard continued. When Cramer asked if it's too late for people to get in the stock, Fayard said no. "We had a great start for the year, but if you look at the market we compete in ... it's growing faster than almost any other consumer area," Fayard said. "We still only have 20% share globally. There is still a lot of ways to grow in this industry for us." Cramer called Coke a "great" stock and said he expects it to go "much higher." To view Cramer's interview with Gary Fayard, please
Lightning RoundCramer was bullish on Arch Coal ( ACI), Peabody Energy ( BTU), Avnet ( AVT), Allegheny Technologies ( ATI), Superior Offshore ( DEEP), BASF ( BF), Google ( GOOG), L-3 Communications ( LLL), Lockheed Martin ( LMT) and Northrop Grumman ( NOC). Cramer was bearish on Exxon Mobil ( XOM), Applied Materials ( AMAT), BJ Services ( BJS), Travelzoo ( TZOO), Adobe Systems ( ADBE) and II-VI ( IIVI). For more of Cramer's insights during the Lightning Round,
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