Honda Motors : If forced to choose an autos stock, Cramer would go with Toyota Motor . But “that group is for sale,” he said. “I don’t want you anywhere near it.”

Merck :Eli Lilly and Bristol-Myers Squibb are better picks, Cramer said.

Manitowoc : Stay away from MTW, Cramer said, and the same goes for Terex . He does like Caterpillar , though, despite being “worried” about its dividend. CAT doesn’t have enough China exposure “to make it great.”

Cramer's charitable trust owns Bristol-Myers Squibb.

Call Cramer: 1-800-743-CNBC

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