The Road Ahead
It's been a full 18 months since Congress passed its last highway bill, and that can only mean one thing... the money is finally starting to flow to the companies that build roads. That's why Cramer said it's time to start picking up shares of Cemex (CX) and Vulcan Materials (VMC).
There are a lot of things going right for the aggregate and cement makers, including a huge boost in a federal loan program, states increasing funds for their own infrastructure projects and the recovering non-residential construction industry.
Cemex, based in Mexico, is the third-largest cement maker on Earth, with 21% of its earnings stemming from the U.S., 40% from Mexico and another 28% from northern Europe. The company just completed a major restructuring, strengthening its balance sheet and making it a great bet on a recovery in infrastructure spending.
Vulcan Materials is the best pure-play on U.S. construction and is the higher-risk, higher-reward stock of the two. The company never recovered to its 2007 highs of $121 a share, trading today at just $57 a share. Vulcan has a superior geography footprint, said Cramer, and investors shouldn't fear its 87 multiple as the earnings estimates will increase dramatically once stalled projects start moving again.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer schooled viewers on how the laws of supply and demand affect stock prices.
First, there's the notion of supply and demand for the stocks themselves. In the case of Twitter, there simply aren't enough shares to satisfy demand. Since Twitter is the only company of its kind, that makes it all the more valuable.
Contrast that to a stock like Citigroup (C). Not only does Citi have a ton of its own shares, it's one of a hundred banks investors could choose for investment.
There's also supply and demand for what a company makes. In the computer parts business, companies like Micron Technologies (MU) and Seagate (STX) fall on even a rumor that new factories might be built, increasing supply of things like memory and hard drives.
"Know your metrics," because simple economics affects stocks more than you might realize, Cramer concluded.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.
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-- Written by Scott Rutt in Washington, D.C.
To email Scott about this article, click here: Scott Rutt