Bucyrus International : Cramer thinks the selling in this sector is “misplaced.” These are companies that sell around the world and aren’t held hostage to the U.S. economy. He’s bullish on BUCY.
Amgen : “I still think theres another 3 or 4 more downside points,” Cramer says. Amgen was a key anemia franchise and it still being hurt. In biotech, he likes Gilead – but its Celgene that’s best in show.
Infineon Technologies : If you’re going to insist on being in semiconductors, go with Texas Instruments or Qualcomm , Cramer says, which are both better than IFX.
Textron : Cramer likes the entire defense space, especially Textron, which he thinks is having a better-than-expected quarter.
Penn Virginia : In the oil and gas space, it’s better to go with the drillers, Cramer says. He likes Halliburton , which is “just getting started.”
Anheuser-Busch : BUD’s got major problems, he says, from the raw cost of the hops to the rising prices of aluminum. If you need to be in a beer stock, Cramer is sending you to Molson Coors , but he doesn’t like the group as a whole. He’d rather go with Pepsi or Coke .
Edison International : The company is at a 52-week high and it’s still not expensive, Cramer says. He would take a little off the table but let the rest run.
Comtech Telecommunications : Cramer still isn’t sure about the voice-data-video transmission thing but this stock keeps going up. “Ring the register,” he says.
Rayonier : “I’m not going to jump up and down about it.”
Disney : Even though high gas prices could potentially mean lower attendance at its parks, Cramer wants to stick with Bob Iger. “I think it’s an up stock,” he says.
Jim’s charitable trust owns Caterpillar, Halliburton and Textron.
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