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Honda Motors [HMC
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]: If forced to choose an autos stock, Cramer would go with Toyota Motor [TM
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]. But “that group is for sale,” he said. “I don’t want you anywhere near it.”
Merck [MRK
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]: Eli Lilly [LLY
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] and Bristol-Myers Squibb [BMY
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] are better picks, Cramer said.
Manitowoc [MTW
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]: Stay away from MTW, Cramer said, and the same goes for Terex [TEX
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]. He does like Caterpillar [CAT
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], though, despite being “worried” about its dividend. CAT doesn’t have enough China exposure “to make it great.”
Cramer's charitable trust owns Bristol-Myers Squibb.
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