Teva Pharmaceutical - Buy. Cramer likes it because it's not financial and "the shekel is strong."
Fastenal - Sell. Fasteners are linked to aerospace, although Alcoa is better at $6.
FMC Corporation - Sell. It's got a good agricultural portfolio but lacks a good yield and it's not trading in cash.
Flowers Foods - Buy. Even in a recession, "people still eat bread."
Freeport-McMoran - Sell. This is "the most over-owned stock of all hedge funds." You shouldn't buy in a deflationary environment, and copper's fallen a lot, the dividend is in jeopardy.