Jim Cramer's Real Money Radio Recap 6/13

Recap of Jim Cramer's radio show on Monday June 13. Click on a stock ticker for more analysis:

General comment: Inflation Worries Unfounded

Cramer notes the obsession over inflation, which has been compounded by the producer price index monthly report that showed a rise in prices for May, and with this worry comes a concern that the Fed is going to raise interest rates. Cramer has two ways to gauge inflation which he guarantees are never wrong: gold prices and the 10-year bond. Since both of these are low, inflation isn't on the horizon, Cramer says, but rather, a slowdown or even an impending recession may be coming.

Tech vs. Building: KB Home (KBH) and WCI Communities (WCI)

Cramer is leery of the tech sector, noting that the Nasdaq, a depository for many tech stocks, can't seem to make progress, and that its price-to-earnings ratio is high, making it quite costly. He adds that there are too few buybacks in the Nasdaq, and that there is a lot of uncertainty about tech, which will lead to big selloffs.

Cramer prefers the homebuilders sector, commenting that "We are a growth country," he said. "People like houses and we never seem to have enough of them." However, the only two he suggests are KBH and WCI, which has fallen from $35 to $18.

Bullish calls:

MasterCard (MA): At $45, Cramer says this stock is lower than expected, and that he would buy if it falls a bit more.
Grey Wolf (GX): Although Cramer says he isn't sure where this stock will bottom, he comments that it is "smoking good" and likes aerospace in general, since it is on a multi-year up cycle.
Hilton Hotels (HLT): Cramer suggests swapping out of Marriott International (MAR) and picking up Hilton.
Electronic Data Systems (EDS): Cramer likes this company, and suggests buying it bit by bit, because it is a still high.

Neutral/Bearish calls:

EuroZinc Mining (EZM): Cramer likes this stock, but it is speculative and those who bought it a year ago are better off than those who have purchased it recently at a higher rate. He suggested staying with it, but added that many people want out.
ConAgra Foods (CAG): Cramer suggest passing on CAG and picking up Pepsi (PEP), which has more growth potential.
Cisco Systems (CSCO): Cramer says that Cisco is not his type of stock.

More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.