Lululemon : Cramer called LULU “a great growth story,” but recommended waiting for a pullback of at least $1.50 in the share price. The stock has already had a big move.
KBR : KBR is “an excellent infrastructure play,” Cramer said. He’s bullish on this stock.
Cemex : Sell CX.
Philip Morris International : PM doesn’t work in a weak-dollar environment, Cramer said, and that’s what he’s expecting. Stay away from Philip Morris. Though he does like Altria if it pulls back to $15.
Arch Coal : Coal doesn’t work during an Obama administration, Cramer said. So he can’t recommend ACI.
Richie Bros. Auctioneers :Copart is the better play, Cramer said.
Breitburn Energy : Cramer doesn’t trust BBEP’s yield, so can’t get behind this stock.
Monster Worldwide : MWW is cheap, Cramer said, and he thinks it is a buy.
MEMC Electronics : WFR makes chips for the solar industry, which Cramer thinks is a tough business to be in right now. So he won’t recommend this stock.
AutoNation : Don’t buy AN, Cramer said. He’s wary of any company with autos exposure.
Comcast : Cramer won’t recommend cable companies right now. Don’t buy Comcast.
Cramer's charitable trust owns Altria.