Cramer's Rebuilding China Stock Plays
4144 views
Rate Now:
average rating: 0.00 / 0 ratings
Created by barrons2
DESCRIPTION:
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 - $54.24
- -0.29%
- $55.04
Why not take advantage of the decline in Deere (DE) that has terrible pin action in Cummins (CMI) and Caterpillar (CAT) and Terex (TEX)?
-
CMI
Cummins Inc - $43.70
- +1.51%
- $43.69
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.
-
CAT
Caterpillar Inc - $58.30
- +0.17%
- $59.13
CAT has the best leverage to China and to all of the big oil projects going on around the globe.
-
TEX
Terex Cp - $19.13
- +0.47%
- $19.30
Terex is dirt-cheap.
-
X
United States Ste - $44.39
- -1.25%
- $45.78
You have already seen the reversal in U.S. Steel (X), which is part of the Chinese rebuild.
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Navellier & Associ...
- 3. Calamos Advisors
- 4. Argus Management
- 5. Robert Karr - Joho Cap...
- show all
- Top Do-It-Yourself Portfolios
- » Joseph Russell Portfolio 1
- » Albo's First Portfolio
- » Darrell Werth Portfolio 1
- » Echo5Joker's Portfolio
- » jgroov Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
Jim Cramer's Portfolios of the Week
By Roberto Pedone Posted on Dec. 4, 2009 According to Jim Cramer, the bears need a new line of argument. He said the doom-and-gloomers have been very quiet of late, but...
12.04.09 | 09:43 AM
Top-Yielding Monthly Dividend St...
By Fred Fuld Posted on Dec. 3, 2009 Everyone can appreciate the security offered by a regular income, whether in the form of a paycheck or retirement check -- or a divi...
12.03.09 | 16:15 PM
Cramer's Take on Headline Stocks...
Posted on Dec. 3, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is to gather as much in...
12.03.09 | 14:40 PM
'Fast Money' Portfolios of the Week
more articles
By Roberto Pedone Posted on Dec. 3, 2009 The traders of CNBC’s “Fast Money” think the path of least resistance for the stock market remains to the upside. On Tues...
12.03.09 | 12:05 PM
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZA
The Presidential/Political Thread
01.02.08 | 08:05 AM From author
Dave Cox
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author
Trading Nymph
The H1N1 pandemic is putting thi...
more forums
12.04.09 | 14:16 PM From author
JustForBucks
Q.
how do you unsubscribe from emails
12.04.09 | 20:47 PM Asked by
von
A. Click on My Stockpickr (top right)
then scroll down to mail settings
There are a bunch of different options,
just click no for the ones you don't
want to receive.
Q.
Steel....playing catch up now. ...
03.24.09 | 11:34 AM Asked by
dgbkr
A. The only one I own : SLX,
too hard pick a winner out all of them
today 's lists
Cramer's Lightning Round
These are the stocks from Jim Cramer's Dec. 4 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more
TheStreet Ratings' Upgrades
TheStreet Ratings provides exclusive stock, ETF and mutual fund ratings and commentary based on award-winning, proprietary tools. Its "safety first" approach to investing a... more
Dividends: Tomorrow's Ex-Divide...
Below is a list of some of the companies that have their ex-dividend date Monday, Dec. 7, 2009. What is the ex-dividend date? The ex-dividend date of a stock is the s... more
Comments not available