In a recent post, Cramer broke down Deere and a few others that could benefit from the gigantic rebuild in China. “Why not take advantage of the decline in Deere (DE) that has terrible pin action in Cummins (CMI) and Caterpillar (CAT) and Terex (TEX)? 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. In fact, that's been the big change at CAT and the reason why it powered from $68 to $84. Cummins just reported a great quarter, so that's not much of a risk. Terex is dirt-cheap. CAT has the best leverage to China and to all of the big oil projects going on around the globe. You have already seen the reversal in U.S. Steel (X), which is part of the Chinese rebuild. 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.”

Cramer recently broke down the outlook for this stock as well. “Does Freddie's (FRE) better-than-expected number take away systemic risk? We all know that there are only a few companies left -- now that the major banks have issued so much equity -- that could pull down the whole system, and Freddie and Fannie (FNM) are two of them. We know Fannie Mae was horrible, but we also know that the stock didn't go back to its low. FRE's much better. Here's why. The bulls on the story, the value bulls, have long held that there will come a time when the earnings stream from fees and insurance would be so great that it would overwhelm the losses. But there were two caveats: No one thought that those streams could possibly kick in this soon, and no one thought that they could ever make good for the losses during the midst of the big downturn. All of that changed today with this report. Suddenly the value guys have company on the next equity offering -- shorts and growth guys. In fact, FRE went from being part of the systemic risk to part of the reason why we might want to own financials. The fees are that big. The market's bias is up here. The expiration is acting very positively. The inflation data were terrific. It is true that we have tons of bulls and we are not oversold, but it feels mighty explosive when you take off the table one of the biggest nightmares out there. I know that the bears are saying that nothing's getting better and everything's getting worse. I would say that FRE should be much worse, and it isn't. That's enough to sustain this rally in itself.”

From a recent Mad Money show: "Lots of new patents over there. Great dividend. DuPont is a great turnaround. I'm trying to get more people into that one."

From a recent Mad Money show: "Bristol is an opportunity. This company is worth $28 to $30, and you get paid to wait with that great dividend yield."

From a recent Mad Money show: "(FSLR) is at a 52-week high. They're the only thin film maker and that's your play."

From a recent Mad Money show: "Skip Nextwave, and Clearwire (CLWR) too. Those stocks are poisonous."

From a recent Mad Money show: "No, you're a seller of that one. This may not be that great a deal. Don't be greedy. Move on."

From a recent Mad Money show: "This is a difficult one. I can't recommend it on takeover rumors when the fundamentals aren't that good. Why not look into HJ Heinz (HNZ)"