TheStreet.com's Jim Cramer says at least one country is getting it right when it comes to economic stimulus.

How in the heck can you get 16% industrial growth and lower-than-expected consumer price inflation? How is that possible? Yet that's what we saw from China last night, and that's a tonic to pretty much everyone who is waiting for our own stimulus to kick in.

And we need it.

On Monday, Fluor (FLR) (Cramer's Take), the giant construction company, when asked if it could quantify the value of stimulus dollars currently in backlog, said "Really, the only stimulus funding we have seen directly has been the award that we got at Savannah River for some nuclear soil remediation. And, it was, I would say, we're less than $0.5 billion."

The call back in June was that shares of Bucyrus International (NASDAQ: BUCY), provider of machines for infrastructure work and mining, would benefit from the developing world's enormous infrastructure needs, as the global economic recovery commenced.

And so far, so good, hence I'm Reiterating my Buy rating for Bucyrus International, first recommended on June 22, 2009 at a price of $25.37. If you bought BUCY in June, you're up an impressive 45%.

TheStreet.com's Jim Cramer says you take your life into your own hands if you fade the opening in today's market.

A year ago with the futures up, all you could think of is how much you wanted to "fade" that opening, how great it would be just to lay out any shorts into strength. You could choose pretty much anything going into earnings season.

The techs? Last good quarter. The banks? A travesty. You didn't even know if the banks you are short would survive. The oils? Free fall. The metals? Amazing downward pressure coming from hedge fund redemptions. The insurers? Will they make it? Retail? The balance sheets looked terrible going into what would be a terrible holiday selling season. The autos and auto-related? Disaster.

"I'm adding Bucyrus International (NSDQ: BUCY) -- a maker of mining equipment -- to our 'Wildcatters Portfolio' as a play on coal," says Elliott Gue.

In his The Energy Strategist, the advisor explains, "With commodity prices recovering and Chinese demand for coal picking up once again, Bucyrus has likely seen the trough in its new equipment business."

"Bucyrus' top end-market is coal, which accounts for more than three-quarters of the firm's business. Coal mining equipment includes draglines, a sort of giant scoop used to scrape away the overburden (rocks and dirt) that covers coal.

Summer is winding down and so is another earnings season. Most of the S&P 500 have reported results for the past quarter, but there are still a few things of note coming up this week.

In its second quarter, Shanda Interactive Entertainment Ltd. (NASDAQ: SNDA), one of the largest entertainment media companies in China, announced plans for an IPO for its Shanda Games business and bought a majority stake in music producer and distributor.

It goes without saying that companies that furnish machines for infrastructure work and mining are preferred in this neck of the woods, due to the developing world's enormous infrastructure needs.

That infrastructure build-out is taking a pause during the global recession, but once global growth resumes, machinery will be back in demand, which is why Bucyrus International (NASDAQ: BUCY) is worth a review.

Analyst upgrades:

• Deutsche Bank upgraded BT Group (NYSE: BT) to Buy from Hold as it believes the company's Q4 results could remove uncertainty and cost cutting initiatives could drive upside.
  
• Baird upgraded Stanley Works (NYSE: SWK) to Outperform from Neutral and raised their target to $42 from $34 citing valuation, solid execution, and growth potential.
  
• Citigroup upgraded Netflix (NASDAQ: NFLX) to Buy from Hold as it believes the recent sell-off presents an attractive buying opportunity. The firm believes Netflix has one of the best earnings outlooks in the internet sector and increased its target price to $52 from $37.
• AstraZeneca (NASDAQ: AZN) was upgraded to Buy from Neutral at UBS.
  
• Joy Global (NYSE: JOYG) and Bucyrus (NYSE: BUCY) were raised to Buy from Neutral at Goldman.

This week started with a positive momentum as the auto industry bailout seemed to have a chance of passing, and President-elect Obama announced a huge stimulus plan, including infrastructure investment that could boost the weak job market.

For a few days, things seemed like they were almost back to normal. Until Thursday -- when the Senate failed to pass the bailout. This was aggravated by news of the ex-Nasdaq chair being accused of a massive $50 billion 'Ponzi scheme,' and economic indicators that actually were not as bad as expected.

Still, if the automakers manage to get assistance from somewhere else, we might see some sort of stabilization. If that happens, some investors may choose this time to return to the market. This week's theme among BloggingStocks contributors seemed to revolve not just around 'cheap' but also on yield. Competent management also plays a bigger role these days when picking stocks.

Here are some picks from this week:

Jim Cramer took a hard look at these high yielders: Dow Chemical (NYSE: DOW), General Electric (NYSE: GE), Du Pont (NYSE: DD) and Intel (NASDAQ: INTC). He cautions against jumping in without considering "which companies have gone into survival mode to get there? Which companies will even make you money if they cut the dividend?"

TheStreet.com's Jim Cramer says the near term is muddy, but this mining-equipment maker is a long-term win.

Bucyrus International (NASDAQ: BUCY) (Cramer's Take) really captures this moment. When I was speaking last night to its terrific CEO, Tim Sullivan, I was conscious that his company's stock is at the fulcrum of everything that is going wrong and everything that is going right in this market.

Bucyrus, if you recall, makes mining equipment. It's really the only game in town other than Joy Global (NASDAQ: JOYG) (Cramer's Take), as the mining machinery business was annihilated by years of underinvestment.

The company became the quintessential play on mining as orders, particularly from China, for new coal mining equipment soared each year. China's opening a new coal-fired energy plant every week, so you know that there's demand.

The hedge funds glommed on to this one big-time. Like in so many that we are familiar with -- MasterCard (NYSE: MA) (Cramer's Take), Trinity (NYSE: TRN) (Cramer's Take), Foster Wheeler (NASDAQ: FWLT) (Cramer's Take), NYSE Euronext (NYSE: NYX) (Cramer's Take) and Freeport-McMoRan (NYSE: FCX) (Cramer's Take) -- they took concentrated positions in this and Joy Global and intended to ride the commodity boom for years.

MOST NOTEWORTHY: Yahoo and Microsoft were today's noteworthy initiations:

• Yahoo (NASDAQ: YHOO) coverage was resumed with a Neutral, target $26 at Goldman Sachs.
• Microsoft (NASDAQ: MSFT) coverage was resumed with a Buy, target $38 at Goldman Sachs.

OTHER INITIATIONS:

• Petrobras (NYSE: PBR) was initiated with an Overweight at J.P. Morgan.
• Joy Global (NASDAQ: JOYG) coverage was resumed with an Overweight, target $88 at Lehman Brothers.
• Bucyrus (NASDAQ: BUCY) coverage was assumed with an Overweight, target $140 at Lehman Brothers.

Readers of this space know that the investment bias is toward large-cap companies with demonstrated business models and who have a competitive advantage in established markets, preferably with a favorable global trend as a support. And with the above in mind, Bucyrus International is worth a review.

Bucyrus International, Inc. (Nasdaq: BUCY) manufactures and markets a variety of machines used in surface mining, and provides aftermarket parts and service for these machines. It has one of the largest installed bases of said machines in the world, as measured by replacement cost.

Demand for the BUCY's products is being driven by increased demand for surface mined commodities such as copper (in South America), oil sands (Canada), and coal (China, United States, India, Australia, South Africa and Russia). As one might sense, mining opportunities in China and India represent long-term business opportunities for the company.