Cramer's Stealthy Uranium & Inflation Plays

On tonight’s MAD MONEY on CNBC, Jim Cramer had a stock that is leveraged to inflation: you buy Gold, Art, Collectibles.  He says you can buy Sotheby’s (BID-NYSE) because it is in a duopoly in the world now.  Cramer did say that this is actually in a secular trend of permanency where the rich are getting richer and richer.  He says this will help as more and more super-high-end items will sell.  He says their margins are huge and any extra business they get from prices rising goes straight to the bottom line.  He said he’s been behind this one for a long time and it is up 100% since then.

On a call-in Cramer said he also liked Ralph Lauren (RL-NYSE) since it is reacquiring all of their global licenses outstanding.

Cramer also came out discussing that Uranium has gone throught the roof.  He already gave a pick on Energy Metals (EMU-NYSE) back in February, and here’s what he said then.  He has two stocks that you can speculate on in the sector.  He says that you can extract Uranium from Phosphate.  It costs $50.00 per pound to do it (very expensive historically) but with Uranium at $113 per pound then you can look at Mosaic (MOS-NYSE) and CF Industries (CF-NYSE).  There are unintended consequences though because it can drop the price drastically.  Cramer noted that these companies have both done this in the past, and he said he likes them even if Uranium prices come back down.  With the number of nuclear power plants coming online, Cramer thinks that will be a big win.