Now, bears, what happens if we get a jobless claims number under 500,000? We know that Vulcan Materials (VMC), in a much-overlooked statement, said the stimulus is at last here. Vulcan's business is about building, and there hasn't been much from the stimulus.

"Fast Money" guest Gary Kaminsky, the former managing director at Neuberger Berman, offered a few pointers on how to pick good investment opportunities out of the junk of a list of the worst-performing stocks in the S&P 500. Two of his favorites? Vulcan Materials (VMC) and SunTrust (STI), two housing-market-related companies with big exposure to downtrodden Florida.
Despite that seemingly frightening fact, Kaminsky said that tax-loss selling by mutual funds have pushed these two stocks lower than their relatively strong fundamentals should have allowed. He expects Vulcan and SunTrust to be outperformers from October through the end of the year.

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.

7.8

An infrastructure play that is severely beaten down.

Cramer: Obama Stimulus Lousy for Infra: The sector is not expected to get much help, says Jim Cramer. It's a 'great betrayal'.
Click here to watch the video.

10

Martin Marietta and Vulcan could drop by 20% or more if commercial building stays weak and federal spending disappoints.

What should you own then? Cramer likes Martin Marietta [MLM] and Vulcan Materials [VMC] because they make asphalt, concrete and cement. Both companies get half their sales from U.S. roads and bridges construction. Look to pick up MLM in the mid $60s and VMC at $49 and below.

PE of 16, a PEG of 2.17, and it pays a yield of 3.8%.

Too much debt

slow starter

30x earnings for a gravel producer? Give me a break.