United Rentals : Cramer thinks URI is good, and also likes Caterpillar. If URI pulls back, "you have to buy," he said.

Research in Motion : If RIM goes to $18 or $19, Cramer would sell. He thinks Apple is "so much better."

LSI Corp. : The "Mad Money" host likes the semiconductors and LSI, which had a "good quarter."

AeroVironment : Cramer likes this name. If the stock comes down, he thinks it's an opportunity to buy.

The Blackstone Group: Cramer prefers KKR Financial Holdings .

Call Cramer: 1-800-743-CNBC

When this story was published, Cramer's charitable trust owned Apple.

Questions for Cramer?

Questions, comments, suggestions for the Mad Money website? madcap@cnbc.com