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