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Oceaneering International [OII
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]: Buy this driller on any dip, Cramer said.
Cal Maine [CALM
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]: Cramer said “no thanks” to this commodity play.
HNI Corp [HNI
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]: “I don’t like it,” said Cramer. Furniture is off limits right now.
Teradyne [TER
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]: No semiconductors are to be bought with the possible exception of Applied Materials [AMAT
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] (and only for its solar division) as far as Cramer is concerned.
Allied Capital [ALD
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]: If you own ALD, you’ve got everything going against you, Cramer said. “It’s not too late to sell.”
Apple [AAPL
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]: With the iPhone trade over, Cramer said, so he would be selling three-quarters of his position.
Accuray [ARAY
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]: Cramer called it a “poor man’s Intuitive Surgical [ISRG
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].” Come to think of it, he doesn’t like ISRG either.
Sony [SNE
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]: Japan’s making a comeback, Cramer said. He recommended hanging on to Sony and maybe even buying some.
Visa [V
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]: Cramer likes Visa “very much,” but said Mastercard [MA
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] remains the king.
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