Valero : Refining margins are “just awful,” Cramer said. Since Valero is a pure refining play, he said he’d rather see investors in a hybrid company like ConocoPhillips or Marathon.
CVS Caremark : Cramer said he likes CVS at present levels – $36 – and recommends taking profits at $38.
Delek Holdings : Again, Cramer reiterated his calls on COP and MRO. Don’t buy Delek.
Jim's charitable trust owns ConocoPhillips.
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