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Cramer's 2nd Half Playbook

For investors interested in making money in the second-half of the year, Cramer on Thursday revealed his playbook.

To start, the "Mad Money" host recommends looking at industrials that are currently down significantly. Look for companies that could do well in the second-half, he said. Joy Global's stock , for example, has had a large pullback lately, but its quarterly results have been "absolutely sensational."

Cramer also suggests looking at railroad stocks that aren't at a 52-week high. He added that both FedEx and United Parcel Service have tremendous opportunities, not just in multiple expansion, but that he thinks their numbers are too low.

Smart investing involves not only buying the right stocks, but avoiding sour sectors. Cramer would avoid bank stocks right now.

"There is no two-day rally that we've had in banks," Cramer explained. "Look at their performance today. It is awful and that's because some very good analysts have been saying we're just at the beginning of the mortgage putback.

"You cannot own the global reach banks and you cannot own the banks that are cesspools for mortgages."

When this story was published, Cramer's charitable trust owned United Parcel Service.

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