First Solar : “I feel both good and bad about it,” Cramer said. It’s had a big run, but he’d still ring the register.
Alcatel-Lucent : As long as Patricia Russo remains CEO, Alcatel Lucent is a “sell, sell, sell,” Cramer said.
FactSet Research Systems : “I think this is a natural to be snapped up by someone.”
Dynegy : “That company is worth, on a break-up value, a lot more,” Cramer said. “I’m not backing away from Dynegy. I think it’s a buy.”
LifeCell : A good company, Cramer said, but “certainly not worth waking up for.”
Brocade Communications : If you’re going to be in that sector, Cramer’s favorite is Cisco . Secondarily, he would buy EMC .
Indevus Pharmaceuticals : “A great spec play,” Cramer said. It’s a bit off its high, but he remains bullish.
Costco : “It’s my favorite retailer in a group I cannot stand,” Cramer said. “Costco reigns supreme.”
Acergy : This is a small oil-service company, which is a sector that remains strong in this shaky market, Cramer said. “You just have to ride it. Don’t worry about the minute-to-minute.”
CF Industries : While this is a “terrific play,” Cramer thinks its time to “ring a little register on the ag bull market.” He’s not backing away from the agriculture space – he’s just advocating taking some profits. “When we play greedy, we get our heads cut off.”
Jim's charitable trust owns EMC.
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