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Major Stock Themes Hold Today

By Jim Cramer

 About this article:
 Pretty impressive day. The fertilizer and ag calls worked -- admittedly two firms, but still. Research In Motion was going to be rocked by Garmin and MEMC Electronic Materials , but it didn't happen. Apple's still a happy camper. All of these are positive, as well as the continued strength in oil. We are back, at least for today, in the major themes: ag, infra, energy, minerals. The question is how much of this is Rest of World (ROW) demand in light of out-bad economic data-claims and how much of it is that we are not in a recession that is so bad it's crimping demand. Remember natural gas is the best play, if you ask me, and after that is ag. I like Apache , XTO Energy and El Paso in nat gas and Potash in ag. I believe, for...

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