Cramer on Friday followed up on a question from John in California, who asked about OM Group earlier this week.
This Cleveland-based specialty chemicals company makes battery materials, among other products. Cramer thinks it's well positioned to benefit from improved end-markets amidst a global recovery. It's also growing its value-added business through acquisitions and is developing new products while reducing its exposure to volatile metal prices.
While OMG shares have had "some run," Cramer thinks it could soon hit season weakness. Rather than go with OMG, Cramer suggests investors consider PPG Industries. After recently interviewing CEO Charles Bunch, Cramer thinks PPG is "best in breed." Plus, its trading at just 14 times earnings and boasts a 2.6 percent dividend yield.
The next question came from Rex, who asked about rue21 . Cramer wants to avoid this value-focused, teen retailer because it could be vulnerable to fashion misses. In other words, should it pick a line of clothing that isn't popular with the kids, the retailer is stuck with that merchandise.
Jeff asked Cramer about Cognex , a Natick, Mass.-based technology company. Shares have come down lately, Cramer said, but he would take profits now. He thinks this stock is "fairly valued" here and he worries that costs will rise, possibly diminishing operating leverage going forward.
Finally, Robert noted that Goldman Sachs recently raised estimates and targets on many health management organizations, including WellPoint . Cramer said Goldman made the right call and thinks investors should buy WLP.
When this story was published, Cramer's charitable trust owned WellPoint.
Call Cramer: 1-800-743-CNBC
Questions for Cramer? firstname.lastname@example.org
Questions, comments, suggestions for the Mad Money website? email@example.com