and that it will have big oil demand, which is great for everyone from Schlumberger (SLB) to Transocean (RIG), and tremendous need for copper (Freeport (FCX) and BHP Billiton (BHP - commen)), iron (Vale (VALE)) and coal (Peabody (BTU) and Burlington Northern (BNI), just to name two).

I am aghast that people here do not even seem to recognize what bull market behavior is. Pure, oxygenated bull market patterns abound every day here. Look at Potash (POT) on takeover talk from Bank of America about BHP Billiton (BHP)! Total ether! And yet it takes Deere (DE) up with it. All aboard Monsanto (MON)?

“I believe China will be the country that leads the rest of the world into the coming recovery,” Cramer says. Why? Because the Middle Kingdom quickly pushed through a stimulus package that focused on infrastructure, and it didn’t take long to see the positive effects. Investors who want to play Chinese spending should buy BHP Billiton, the world’s largest diversified resources company. China can’t build its bridges and tunnels without the metals and minerals mined by BHP, and the stock is a great hedge against inflation.

Cramer said minerals are also a safe bet, with stocks like Vale (VALE), another Action Alerts Plus name, along with Freeport McMoran (FCX) and BHP Billiton (BHP), all taken lower today despite the fact they're huge China plays.

Cyclical recovery play, Amazing amount of cash on balance sheet.

Cramer pick and in three months I'm up 102%

Buy between 50 and 54

Both BHP (BHP) and Vale (VALE) have expressed interest to diversify into the fertilizer space. - Tim Seymour

I do love the linkage between BHP Billiton (BHP) and China, and I get the Union Pacific (UNP) linkage and the Potash (POT) linkage. But some of the other stocks that will come down today off of China are harder for me to figure out.

raised its dividend 17% to 82 cents a share in spide of the fact that its fiscal 2009 profit fell 62%

volatile

materials too high

minerals

expected growth in mining