HCA Holdings : If a company relies on the government as a payer for its business, which HCA does, then Cramer said you can't own it right now. He thinks this name can still go lower.
Inergy LP: This company sells and distributes propane, and the "Mad Money" host said propane stocks are difficult, if not impossible, to own right now because people are switching away from propane. He prefers natural gas pipeline stocks.
Lorillard : Lorillard may have a good yield, but Cramer likes growth in yield. That's why he suggests Philip Morris instead.
Cheniere Energy: Cramer thinks this is a great speculative play on the idea that we will export our natural gas. However, he said if President Obama wins a second term, or if you think he will win a second term, you don't want to own this stock. Cramer said that's because the President won't back what Cheniere wants to do, which is export natural gas. (RELATED: Cramer's interview with Cheniere Energy's CEO)
Clean Harbors : Clean Harbors is a solution, Cramer said. But because this stock, like many others, got hit recently, he wants homegamers to give it wide berth. He suggests buying a quarter tomorrow, and then waiting for another level to buy another quarter. "That's called buying down on a scale," he said. He called it the only safe way to get involved in stocks right now, other than deep-in-the-money calls.
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