Cramer's Stop Trading! Beyond the Clunkers (10/15/09)

Stocks discussed on Jim Cramer's Stop Trading! TV segment, Thursday October 15.

Cadence Design Systems (CDNS), Linear Technology (LLTC), PPG Industries (PPG), Johnson Controls (JCI)

Increased demand for semiconductor equipment requires companies such as integrated-circuit producer Linear Technology to place new orders for automation hardware and software made by Cadence Design systems. “I don’t think people realize the power of the semiconductor cycle,” Cramer said.

Coatings supplier PPG Industries noted an increase in auto demand not related to the government's Cash for Clunkers program. Cramer agreed that there is a growing demand for autos and thinks Johnson Controls is the best way to play this trend.

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