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Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Tuesday March 23.

Vale (VALE), Walter Energy (WLT), Emerson Electric (EMR), Eaton (ETN), Oracle (ORCL)

Cramer predicts a strong earnings season across the board; "You will be hard-pressed to see areas that are bad right now," Cramer said. "It looks like China is ordering more than ever." Areas that have been the most heavily shorted, such as fertilizers and metals, will probably see the most upside. While everyone is buying Vale (VALE), Cramer is bullish on metallurgical coal play, Walter Energy (WLT).

Cramer likes both Emerson Electric (EMR) which is seeing an increase in orders, and Eaton (ETN). "The industrials are just incredible." In tech, he would play cloud computing with Oracle (ORCL).

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Source: Cramer's Stop Trading! Industrials Are Incredible (3/23/10)