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 - $48.48
- +2.80%
- $47.77
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 - $47.01
- +1.80%
- $46.77
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 - $60.00
- +4.17%
- $58.38
CAT has the best leverage to China and to all of the big oil projects going on around the globe.
-
TEX
Terex Cp - $21.68
- +5.60%
- $20.91
Terex is dirt-cheap.
-
X
United States Ste - $38.71
- +3.56%
- $38.03
You have already seen the reversal in U.S. Steel (X), which is part of the Chinese rebuild.
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Our Economics & Investments Club...
11.10.09 | 22:48 PM Asked by
casecollectibles
A. maybe you should send a scout out ahead
of the trip first, have em scout out a
few of the places you see pictured in
the background of stockpickr
video's....since people usually hangout
with people of same background, in this
case....people who play with money.
while your scout is there have em scope
out the nasdaq building since the tv
shows (during fastmoney) that it's on
the groundfloor where the public can
look into the window.
though 3 of your choices, makes me
wonder about your intensions case.
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
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