Jim Cramer's Real Money Radio Recap, Sept. 22

Recap of Jim Cramer's radio show on Friday September 22. Click on a stock ticker for more analysis:

Feeling at Home: KB Home (KBH), Lennar (LEN), Toll Brothers (TOL) and Masco (MAS) - Cramer believes that the next move that the Fed will make is to cut interest rates and observes that housing is already poised for a comeback since LEN, TOL and KBH went up. Cramer notes that KBH did well even after after reporting "a terrible number." When this happens, Cramer would usually suggest getting into the stock but KBH is up $1.65. Instead, he recommends keeping an eye on the sector for a cheap, resilient stock. Last week, Masco's CEO Richard Manoogian was on Cramer's show and made bearish comments on housing. Cramer says that this is actually a good thing since the company will be concerned with clearing their inventory before building new homes.

Related: Gary Dorsch discusses contrarian investors who are bullish on housing.

Starbucks (SBUX), Goldman Sachs (GS) - Cramer views SBUX's proposed price hike for its coffee as a confident move especially after the false rumors this summer that the company had reached its saturation point when the slump was due to longer lines. Turning to finance, Cramer notes that GS is growing at 15% and Well's Fargo's (WFC) growth rate is 10%, but that GS is valued at half of WFC. Cramer notes that GS is worth is more than it appears. "If you want to buy one share of one stock, it should be of Goldman Sachs," he said.

Up and Away: Airbus and Boeing (BA) - Cramer was wondering when people would realize that "Airbus can't make planes" and noted that on Friday BA was finally up which indicates that its victory over Airbus is finally becoming decisive.

Bullish calls:

Motorola (MOT): Cramer notes that MOT is making a comeback, sees it going to $27 or $28 and adds that it is "the best cell phone company out there."
Kellogg (K) and General Mills (GIS): GIS reported a great quarter on Thursday, says Cramer; "It was so good, I was taken aback," and adds that Kellogg is a "screaming buy." He likes these stocks because they use a lot of fuel which is cheap now.
International Paper (IP): "This is a cheap stock with a lot of catalysts," says Cramer who points out that it is selling $8 billion of its real estate and already has a lot of cash. Natural gas which is usually a major expense for IP is down.

Neutral/Bearish calls:

Netflix (NFLX): Although Cramer believes that most people will be getting movies on demand in two years, he believes that NFLX is too risky to buy now, and would at least wait for it to come down.
Grey Wolf (GW): Cramer suggests getting out of GW since it is going to "go sour" and will probably drop to $5.

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

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