According to Jim Cramer, the next big investment idea has appeared on the front page of the New York Times. He said the article highlighted a stimulus plan proposed by former President Bill Clinton for home weatherization incentives, called the “Cash For Caulkers.” Cramer thinks a number of companies are in a great position to benefit from this program. “If the White House adopts something similar to Clinton’s plan, then Cypress Semiconductor Corp. (NYSE:CY) would be one way to play it,” he said. The company has an Envirosystems division that makes wireless thermostats that can be monitored and controlled remotely. Cramer mentioned that these new technologies were a big opportunity before, but the potential government spending means they could be even bigger. He told viewers the most obvious choices for plays on this potential new program are Owens Corning (NYSE:OC), which is the leader in home insulation, and home improvement king Home Depot Inc. (NYSE:HD), a stock he holds in his charitable trust. Cramer said he disagreed with investors who sold the stock on Tuesday after what he called “a monster good quarter,” but that just presented an opportunity to buy HD at a discount. He mentioned the company is a popular choice for insulation needs and the firms management even mentioned strength in do-it-yourself remodeling and energy-efficiency items. The Caulkers proposal would also pay for upgrades to heating, ventilation and air-conditioning systems. Cramer told viewers he likes Watsco Inc. (NYSE:WSO) as the best HVAC play since 85% of its business is residential, and the stock pays a 3.6% dividend yield. He also likes Lennox International Inc. (NYSE:LII), which gets 62% of its sales from the residential market. “Don’t wait until cash for caulkers becomes law,” Cramer said. “That time to invest in these names is now.” Join the fastest growing community of small cap investors at Stockhideout.com