In the past month, the companies in these industries – International Paper (IP) and Temple-Inland (TIN) for corrugated boxes, PPG Industries (PPG) and Dow Chemical (DOW) for PVC and Martin Marietta Materials (MMC) for the aggregates used in bricks – have reported a bump in business. Cramer wasn’t surprised, though, because the stock market usually predicts the economy’s movements six months ahead of time, and we’d hit a low in early March.

As for the three key building blocks, Cramer said to buy PPG for PVC, International Paper and Temple Inland for corrugated boxes and Martin Marietta and Vulcan Materials (VMC) for bricks.

As for the three key building blocks, Cramer said to buy PPG for PVC, International Paper and Temple Inland for corrugated boxes and Martin Marietta and Vulcan Materials (VMC) for bricks.

As for the three key building blocks, Cramer said to buy PPG for PVC, International Paper and Temple Inland for corrugated boxes and Martin Marietta and Vulcan Materials (VMC) for bricks.

As for the three key building blocks, Cramer said to buy PPG for PVC, International Paper and Temple Inland for corrugated boxes and Martin Marietta and Vulcan Materials (VMC) for bricks.

As for the three key building blocks, Cramer said to buy PPG for PVC, International Paper and Temple Inland for corrugated boxes and Martin Marietta and Vulcan Materials (VMC) for bricks.

Cramer said in all recent recoveries, stocks always moved a full six months before the real economic recovery began, and he expects the same thing this time. He continued to support the leaders, like Wells Fargo (WFC), a stock which he owns for his charitable trust, Action Alerts PLUS, plus Citigroup (C) and Huntington Bancshares (HBAN). In technology, Cramer said Apple (AAPL) remains his favorite, while in oil patch, it's XTO Energy (XTO) and Southwestern Energy (SWN).

Cramer said in all recent recoveries, stocks always moved a full six months before the real economic recovery began, and he expects the same thing this time. He continued to support the leaders, like Wells Fargo (WFC), a stock which he owns for his charitable trust, Action Alerts PLUS, plus Citigroup (C) and Huntington Bancshares (HBAN). In technology, Cramer said Apple (AAPL) remains his favorite, while in oil patch, it's XTO Energy (XTO) and Southwestern Energy (SWN).