Hasbro : This toymaker could be in the early innings of a major move higher, Cramer said. It is doing everything right.
Paragon Shipping : Cramer said he would rather buy Frontline .
Tele Norte Leste : Cramer left this Brazilian telecom play on the cutting room floor when he did his weeklong focus on Brazil. It’s a buy.
Valero : Integrated oils are performing better than refiners and Cramer said he’d rather own Occidental or ConocoPhillips than VLO, even though it is cheap.
Vale : This is the “single cheapest metals stock in the world” thanks to its exposure to nickel, Cramer said. “It cannot be contained by gravity.”
Capstead Mortgage : There are two financials Cramer recommends: JPMorgan and Hudson City Bancorp .
Jim's charitable trust owns Conoco.
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