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Taiwan Semiconductor [TSM
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]: Cramer can’t get behind the semi stocks right now. Sell TSM.
Eli Lilly [LLY
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]: Obama’s plan to have the government directly negotiate drug prices with pharmaceutical companies is bad news for firms like Lilly, Cramer said. Stay away from LLY.
Autodesk [ADSK
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]: Without notable earnings or momentum behind this stock, Autodesk is a sell, Cramer said.
Tenaris [TS
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]: This is a great company, Cramer said, but Tenaris makes pipelines for oil companies. And with President Obama’s agenda discouraging drilling even more than lower crude prices had, there will be little use for TS’s products right now. Sell TS.
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