Jim Cramer's Real Money Radio Recap, Sept. 18

Recap of Jim Cramer's radio show on Monday September 18. Click on a stock ticker for more analysis:

Burning Down the House: Toll Brothers (TOL) - Cramer recommends looking at stocks first to determine what the next market trend is going to be. For example, when he had Bob Toll CEO of Toll Brothers (TOL) on his program Cramer admitted that he didn't know a lot about home building but was knowledgeable about stocks. Before the "For Sale" signs started going up Cramer noticed that housing stocks were going down. However, he adds that "these stocks have bottomed and are not going down anymore" and that housing is worth looking at when oil drops 20% from its high. A portfolio should not contain more than 10% oil stocks now and Cramer urges investors to take advantage of any rally in the sector to take some off the table.

Related: Vitaliy N. Katsenelson discusses Toll's price declines.

Fit to Print: Tribune (TRB), New York Times (NYT) and Time Warner (TWX) - While many old media outlets are trying to cash in on the Web, they are too busy trying to balance their losses from print to make much progress, says Cramer who adds that TRB "most likely will be dissected and sold because it has no growth." By getting rid of ts broadcast holdings, NYT would "ignite some positive revenue numbers," says Cramer who adds that TWX is making the right step in selling off its unprofitable magazines. These companies would be more successful with their core businesses than the Web, according to Cramer and there might have to be a change of the guard since current management "doesn't get new media."

Frequently Asked Questions - When a caller asked Cramer how to get on Wall Street he suggested going to business school and taking a Chartered Financial Analyst exam. Accounting and languages are also helpful; "Accounting is a "terrific way to crack into the business as everybody needs accountants on staff," he said.

Bullish calls:

Darden Restaurants (DRI): The good performance of this stock is an indication that the consumer is still spending money to eat out, Cramer observes.
Caterpillar (CAT): Cramer notes that this stock is going through a "countertrend rally" and that although the market is at a place where people should be buying slowdown stocks, CAT will go up a few points. He suggests selling some at $68 or $69 and the rest at $70 or $71.
Under Armour (UARM):This stock is a buy on weakness, says Cramer who explains that he recently changed his position on UARM after watching an interview with the CEO who has a "multi-year vision." However, he would wait for a pullback before picking it up.
US Bancorp (USB): Cramer would stick with this inexpensive stock which has recently hit its 52-week high.

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

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