To play the precious metal, Cramer likes NovaGold Resources, as well as Agnico-Eagle, which recently reported a "dynamite quarter." He's not a fan of Barrick Gold Corp. and Newmont Mining , however, being as both stocks lack growth.
Speaking of basic materials, Cramer is watching the price of copper, as wage talks at a big Chilean mine broke down once again. Should copper prices climb, he thinks shares of Freeport-McMoRan Copper & Gold will too. He added that Chinese demand is also driving copper prices to the upside.
Meanwhile, Cramer said people are starting to again be enthusiastic about making money on stocks, like Apple . As a result, they're looking to do more buying, even though many companies have recently reached new 52-week highs.
Cramer recommends picking up Verizon , which boasts a 6 percent dividend yield and also likes Altria Group and Vodafone on a pullback.
When this post was published, Cramer's charitable trust owned Apple and NovaGold.
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