Amcol International Corp., a producer of clays for industrial uses, will benefit as surging energy demand drives companies to boost oil drilling, CNBC host Jim Cramer said on his ``Mad Money'' show.
``Oil drilling is in a bull mode,'' said Cramer, a market commentator and former hedge-fund manager. Investing in Arlington Heights, Illinois-based Amcol is a ``way to play the oil rush,'' he said.
Amcol uses bentonite, a clay derived from mud, to make a lubricant used by drillers. Bentonite has other uses, including wastewater filtration. Amcol also provides minerals used in detergents and pet products, including cat litter.
Paris-based Alstom SA, which has built power stations that generate a fifth of the world's electricity, was recommended by Cramer. He cited growing demand from Brazil, Russia, India and China as they build transmission lines, turbines and generators.
``It's another gigantic infrastructure play,'' Cramer said.
Alstom also makes environmental controls that are used in coal production and is developing products that may make coal-burning more efficient, he said.
Government and defense contracts are boosting Lockheed Martin Corp. and Northrop Grumman Corp. and oil-services providers Halliburton Co. and Schlumberger Ltd. He mentioned Allegheny Technologies Inc. and Cephalon Inc. as well.
Stocks recommended during the ``Lightning Round'' of responses to viewers' questions included Mobile Mini Inc., JDS Uniphase Corp., Conexant Systems Inc., Honda Motor Co., Toyota Motor Corp. RPC Inc. Ceradyn Inc., FPL Group Inc., Nektar Therapeutics, Energy Partners Ltd., RF Micro Devices Inc., Gehl Co., Lifecell Corp., American Mobile Dental Corp., Syngenta AG, Cenveo Inc., and Knight Capital Group Inc.
Cramer told viewers to avoid Nuance Communications Inc. and Teco Energy Inc.