North American Palladium : Not Cramer’s favorite. Barrick is “the gold stock you should be in.”
Schlumberger : Too good to sell. ConocoPhillips is a good one too, but SLB has the momentum, Cramer said.
Agilent : Cramer wasn’t a fan of Agilent’s last quarter. Take it off the table, he advised.
SunPower : The solar names have huge momentum and are “fine” as long as oil is going higher, Cramer said. But taking a little profit in SPWR couldn’t hurt, he said.
Robert Half International : Staffing companies are a huge “no” headed into a slowdown, Cramer said. He is in “total don’t buy mode” on RHI.
Radian Group : There are much better places to put your money than the mortgage insurance business, Cramer said. “I don’t want you in that stock.”
Joy Global : It’s not as good as Caterpillar , Cramer said.
iRobot : This “jinxed company” is not good enough for the current environment, Cramer said.
FTI Consulting : You can’t buy stock in law firms, but you can buy a stock like FCN as a play on litigation.
Origin Agritech : This Chinese seed company isn’t as good as Monsanto MON or Bunge BG, Cramer said.
Fastenal : It took a huge one-day hit after reporting earnings, and that, to Cramer, usually means there’s more negative news coming.
Goldman Sachs : Buy it on a pullback. “Goldman will be best in show.”
Jim's charitable trust owns ConocoPhillips, Caterpillar and Goldman Sachs.
Questions for Cramer?
Questions, comments, suggestions for the Mad Money website? madcap@cnbc.com