When you’re putting together a list of stocks to take advantage of the recovery, Cramer says, you need at least one chemical company. He likes PPG Industries because of its diversified exposure to end markets around the world such as manufacturing, construction, automotive and consumer products. CEO Charles Bunch told Mad Money that his firm should recover in 2010, so the time to start buying PPG is now.

FUTURE play

Chemical

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.

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.

Dividend & capital appreciation. Fits well into the business cycle at this time.

future China connection

multiple market tracker auto, residential, and chemicals

At that price, there is so much good that can happen in expanding margins of the many companies that use natural gas, mostly chemical companies such as Dow Chemical (DOW) and PPG Industries (PPG) but also any company involved in acquiring plastic or its derivatives, certainly glass makers such as Owens-Illinois (OI), which has skyrocketed, and, of course, utilities.

There's PPG Industries (PPG) back at 5% where it was before it told us that March was a good month and April better

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