Zoetis: "Zoetis is a humanization-of-pets story. That story is going to be a resistant to recession, however, at the same time, the stock is up gigantically over time so I would buy it on the way down, but I do like it."
Coupa Software Inc.: "Coupa Software's the kind of company that's probably going to exceed the number and people are probably going to sell it anyway, 'cause this is the kind of market where while it's a high-growth stock, which I like, it has gone up so much over multiple years and that's when I do want you to buy 'cause this company does — is a way for companies to save money. Wait for the report."
AMN Healthcare Services: "Susan Salka is a great CEO and that is about finding about people in the health-care system. Temporary health care, well could you think of a better moment for temporary health care. I don't think I can."
Oneok: "Oneok is such a good company and Walter Hulse, who's the terrific CFO ... they do a lot of good stuff. It would be the last one I think that would cut, but they could cut 'cause they're talking about cutting the capex. ... If you have to own one of these how about that, Oneok would be the one to do it. It is the most conservative, but that group is NSH — not so hot."
BP: "BP is tough. ... It's just nasty and horrible and it stinks."
Disclosure: Cramer's charitable trust owns shares of BP.