Recap of Jim Cramer’s comments on Wall Street Confidential, Tuesday, June 19. Click on a stock ticker for more analysis:

Boeing (BA), General Electric (GE), Honeywell (HON), BE Aerospace (BEAV)

Investors are looking to the headlines for new ideas, observed Cramer, who would play the Paris Air Show by investing in Boeing. While some may want to invest in airline-component companies such as GE, HON and BEAV, Cramer prefers buying BA because the stock is cheap and is levered to defense which is in a multi-year cycle; "There are two ways to win with Boeing," he said. The Paris Air Show demonstrates the intensity of the global demand for aircraft, and is an eye opener to those who consider the sluggish peformance of Delta and US Airways as a barometer for the entire sector;"It looks like there are a lot more airplane companies than we realize ... and the carriers are all growing, whether they're in Brazil, Russia or China, and they are underplaned," said Cramer.

Seeking Alpha publishes a summary of Jim Cramer's stock picks every day including: Mad Money Recap, Lightning Round, Stop Trading and his Wall Street Confidential Picks.

Get Cramer's Picks by email -- it's free and takes only a few seconds to sign up.

Seeking Alpha is not affiliated with Jim Cramer, CNBC or TheStreet.com

SA Editor
Miriam Metzinger

About this author:
Become a Contributor Submit an Article
  • Long Ideas

  • Short Ideas

  • Cramer's Picks

SA Partners

Hedge Fund Jobs

Job Seekers:

  • Search jobs by category
  • Get job alerts by email or live feed
  • Apply online
See full list of jobs »

Employers

  • See all recruitment options
  • Get applications online or by email
Post a job »

Trading Center