Capstead Mortgage : Sell, sell, sell, Cramer said. Companies like CMO are overleveraged.

Potash : Government-mandated ethanol should keep stocks like Potash climbing higher, Cramer said.

CGG Veritas : Cramer likes Halliburton much more.

Visa : “I like Mastercard more than Visa.”

ConocoPhillips : “I think that ConocoPhillips is, and remains, a great [oil] integrated play…every time it comes down, I want to buy until natural gas goes to $16. ”

La-Z-Boy : “The furniture business in this country is one of the worst businesses.” Sell LZB.

MEMC Electronics : “I don’t want you touching WFR. I want you selling” it, Cramer said.

Jim's charitable trust owns ConocoPhillips.