a $1 drop in natural gas means 24 cents to 28 cents a share to PPG (PPG), a stock which Cramer owns for his charitable trust, Action Alerts PLUS. It also means a 10-cent boost for DuPont (DD), he said, although he's not as big a fan of DuPont.

solid company, great management

The outlook is good for DuPont, which has undergone a massive cost-cutting initiative to bring their earnings back in line during this recession. Muted analyst expectations should increase the chances of a good surprise this quarter.

In housing, stocks like DuPont (DD), up 18% and Home Depot (HD) show that the housing market is on track for a mid-summer recovery, said Cramer.

"Instead, though, we see profits -- profits like those just reported by Du Pont (DD), which put up a number that simply wasn't that bad. That's the best way to describe it: not bad." ("'Not Bad' May Just Be Good Enough Here," 4-21-09)

Chemicals exposure

GOOD COMPANY. CHEAP. NICE DIVIDEND. AND A PERFECT STOCK TO INCORPORATE IN A COVERED OPTION; ... SELLING OPTIONS AGAINST STOCK YOU OWN. EMPHASIZES "CASH FLOW"! (DIVIDENDS + OPTION INCOME = NICE % RETURNS!)

Three New China Plays: Stephanie Link, Director of Research for Cramer's Action Alerts Plus Portfolio, unveils their three new China plays and how they will make money off of the country's recovery

Click here to watch the video.

“Classic -- a not-so-hot bond auction yesterday freaks people out. A "bash the dollar" comment from the Treasury secretary freaks people out.
Next thing you know, it's the end of the great mini bull market.
Then, we go home, we come to work the next day, and what do we get? We get a great seven-year Treasury auction and we get a complete clarification of the dollar comments from Tim Geithner and they are meaningless -- no change in policy.
We are in a world right now where everyone has one foot in the doorway, and the door keeps slamming on them.
You have to understand that we are in a moment where something good is happening. Tech inventories have been worked off, so semis, cell phones and hardware are rallying. Chemical inventories have been worked off, so we see a rally in Du Pont (DD) and Dow (DOW) and International Paper (IP) and the companies that ship them, the rails. We stop hearing the bank nationalization talk and the consumer discretionary panic. Look at Whirlpool (WHR) and Black & Decker (BDK). We get a bottoming out in housing.
These are good things. It is very tough to have one foot out the door and do better than the market. Right now, before the end of the quarter, you might need three feet in the door to do well.
That's saying something.”

From a recent Mad Money show:He doesn't trust the dividend and says way too much of its drug business is going generic. He said to sell.

underperforming

Can't win a round

they seem to jump to whatever is new, also, have sold everything that ever made them money..nylon, urea, plastics, paints, lycra, and especially spandex...need to get rid of Holiday

no direction

mgmnt can't get it together, stock is stuck

Products

been an idle stock for years... with divs maybe i've broken even... been waiting for its return.

Housing related; increasing input costs

perpetual dissapointment