Cramer's Rebuilding China Stock Plays Portfolio - Stockpickr! Your Source for Stock Ideas

Cramer's Rebuilding China Stock Plays

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Created by barrons2

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Date updated:05-15-2008

"This rebuild will soon obliterate any worries about U.S. demand. You can only imagine the kind of heavy equipment that will have to be bought for that rebuild, and with a weak dollar, the orders will go to the U.S. manufacturers of heavy equipment -- NOT Japan -- which is really important because otherwise the geography would dictate the orders going much more to the Japanese." - Jim Cramer

DE
Deere & Co.
$46.39
0.00%
$46.89

Why not take advantage of the decline in Deere (DE) that has terrible pin action in Cummins (CMI) and Caterpillar (CAT) and Terex (TEX)?

People owning DE also tend to own: AAPL AATI CAT COF COP DVN GS

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CMI
Cummins
$36.45
+1.99%
$35.71

All of these will be candidates for the gigantic rebuild in China (particularly Cummins), which Bob Marcin has been most articulate on, and these are much less U.S. plays for construction than Deere.

People owning CMI also tend to own: ACI CBI DRYS FTK JEC TBSI AAPL

TheStreet.com Rating: C What is this?

CAT
Caterpillar Inc.
$37.45
0.00%
$37.51

CAT has the best leverage to China and to all of the big oil projects going on around the globe.

People owning CAT also tend to own: AA ALL APC BA BAC C CBH

TheStreet.com Rating: C What is this?

TEX
Terex Corp.
$14.17
0.00%
$14.36

Terex is dirt-cheap.

People owning TEX also tend to own: ATI HAL MFLX TIE AHM AIZ ALB

TheStreet.com Rating: D What is this?

X
United States Ste
$36.43
-1.06%
$36.90

You have already seen the reversal in U.S. Steel (X), which is part of the Chinese rebuild.

People owning X also tend to own: ACI AINV ANR APC BBD BTU CHK

TheStreet.com Rating: C What is this?

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