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North American Palladium [PAL
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]: Cramer Likes PAL on the growing strength of the palladium market. There’s exposure to nickel here, too.
Genco Shipping [GNK
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]: Cramer said he thinks shipping companies like Genco will play a key role in getting supplies to China as it recovers from the earthquake that struck the country’s southwest provinces.
McMoran Exploration [MMR
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]: “A terrific, terrific company…Stick with it,” Cramer said of the natural gas play.
Holly [HOC
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]: “Refining operations are no-go,” Cramer said. Go with integrated oil companies instead.
Systemax [SYX
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]: “Nothing special there at all.” Don’t buy.
Arch Coal [ACI
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]: “I think that ACI could go to $80.” Overseas demand for coal makes this stock a buy.
OM Group [OMG
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]: After blowing the most recent quarter, OMG’s a sell.
Pepsico [PEP
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]: “I think that Pepsi’s being giving away here.” Keep buying PEP as the price goes down.
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