Boats, bikes and snowmobiles, baby!

Heading into the holidays, Jim Cramer likes to stop and take the temperature of the American consumer.

What better way to do that than to think about yachts, snowmobiles and motorcycles?
So what the heck do these three things have in common?

They're all expensive, and they're probably the things you least need on this planet.

"These are essentially playthings for the rich, as well as extreme enthusiasts who are happy to shell out all their savings if it means they can have an amazing bike or terrific boat,"

Three discretionary stocks that are on fire right now will tell us exactly how to gauge the holidays: Harley-Davidson, maker of motor; Brunswick Corp., top manufacturer of yachts; and Polaris Industries, which is all about snowmobiles and all-terrain vehicles.