Toll Brothers (NYSE:TOL), Lennar (NYSE:LEN), KB Homes (NYSE:KBH), American Standard (ASD), Black & Decker (BDK), Fortune Brands (FO), Ingersoll Rand (NYSE:IR), Sears Holdings (NASDAQ:SHLD) - Cramer discussed the tendency of analysts to abandon companies whose fundamentals are good but whose stocks are suffering. They all follow the trend until there are no sellers or cheerleaders for the stock, and Cramer believes that this is what has happened to housing, a sector he likes right now. He picks TOL, LEN and KBH as well as the home-related companies ASD, BDK, FO and industrial plays like IR. Cramer's favorite home-related stock is SHLD which is at a 52-week high at $169 and he predicts it will go to $200.
Google (NASDAQ:GOOG) Tube - Cramer describes Google, which just purchased YouTube as " immensely profitable ... beyond-belief profitable" and says that the news about Yahoo! (NASDAQ:YHOO), eBay (NASDAQ:EBAY) and Amazon (NASDAQ:AMZN) is over, especially since they all missed the opportunity of buying YouTube. Cramer believes that Google is heading to $500.
Related: Eric Savitz discusses the sell-side reaction to the Google/You Tube deal.
New York Stock Exchange (NYSE:NYX) - Cramer was behind NYX soon after it became public although he was concerned about its expense structure and that it would not be automated like the Nasdaq. He expects the stock to go up from $77 to to $100 in the next few months.
Ameritrade (NYSE:AMTD), E*Trade (NYSE:ET) and Schwab (NYSE:SCHW): Cramer likes these three financial stocks.
Smith & Wesson (NASDAQ:SWHC): This stock is way up and Cramer suggest taking half off the table and letting the rest run.
UAL (UAUA) and Continental (NYSE:CAL): Cramer likes these two airline stocks which are going to go higher since oil is cheaper.
More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.
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