North American Palladium : Cramer Likes PAL on the growing strength of the palladium market. There’s exposure to nickel here, too.
Genco Shipping : 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 : “A terrific, terrific company…Stick with it,” Cramer said of the natural gas play.
Holly : “Refining operations are no-go,” Cramer said. Go with integrated oil companies instead.
Systemax : “Nothing special there at all.” Don’t buy.
Arch Coal : “I think that ACI could go to $80.” Overseas demand for coal makes this stock a buy.
OM Group : After blowing the most recent quarter, OMG’s a sell.
Pepsico : “I think that Pepsi’s being giving away here.” Keep buying PEP as the price goes down.
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