Road building and highway construction are hot, according to Cramer, who cites a Los Angeles Times article which says that, in California alone, there is $140 billion worth of road work planned. Cramer likes the job-building potential of these projects and would buy VMC and MLM, which make crushed rock. Both stocks have fallen, but have strong aggregate pricing. Although paving accounts for only 11% of IR's revenue, Cramer thinks that the percentage is likely to grow as building projects increase. Ashland, which makes Valvoline, also has a road paving division, which it may sell for as much as $2.5 billion, raising 67% of the value of the company. Cramer suggest buying a little ASH before it reports earnings next week.
Cramer thinks that the market might look more "normal" next week, because many believe that the Federal Reserve will knock down interest rates in October if the Democrats take over Congress. He thinks the sellers will be finished by Tuesday and suggests buying cyclical companies which have performed well, such as CSX, SLB, UTX, TXT and MOT, but would sell them as soon as they rally.
Special Guest: Dan Marino, Former NFL Hall of Famer and spokesman for NutriSystem (NTRI)
Dan Marino discusses the benefits of Nutrisystem and how the company is marketing the the traditionally female-oriented product to men. He reports that he has lost 22 pounds on the program already and owns shares in the company. When Cramer asked him why he thinks the stock is doing poory, Marino replied; "That would be a question for the CEO. When I choose companies to work for, I look for relationships, and I ask, does the product work?"
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