Aramark Holdings: "Did not like that last quarter. They're in the penalty box. We're gonna skip that one."
California Resources: "Stay away. It's a fossil fuel company that we don't like. We're recommending very few of those."
Annaly Capital Management: "No. All they do is they issue stock all the time. They're not even doing well." Sell.
Twilio: "Oh my God ... We bought some for the charitable trust." Buy.
Mongodb: "Open-sourced database software is the bomb. This stock won't quit. What a good company."
Marathon Petroleum: "Can you believe how low that stock — it's one of the reasons why I was so afraid to be able to recommend. It yields more than 4%, it's the best run in the industry and nobody cares. Nobody cares at all. And that's what's happened to the oil stocks."
Disclosure: Cramer's charitable trust owns shares of Twilio.