North American Palladium : Cramer Likes PAL on the growing strength of the palladium market. There’s exposure to nickel here, too.

Genco Shipping : Cramer said he thinks shipping companies like Genco will play a key role in getting supplies to China as it recovers from the earthquake that struck the country’s southwest provinces.

McMoran Exploration : “A terrific, terrific company…Stick with it,” Cramer said of the natural gas play.

Holly : “Refining operations are no-go,” Cramer said. Go with integrated oil companies instead.

Systemax : “Nothing special there at all.” Don’t buy.

Arch Coal : “I think that ACI could go to $80.” Overseas demand for coal makes this stock a buy.

OM Group : After blowing the most recent quarter, OMG’s a sell.

Pepsico : “I think that Pepsi’s being giving away here.” Keep buying PEP as the price goes down.