Advanced Micro Devices: "Buy AMD."
Jacobs Engineering Group: "I think in that business they're the best. I never really liked the companies that are involved, frankly, with construction because it's a very hard business, but if you had to navigate it would be Jacobs. Don't forget Vulcan Materials and Martin Marietta Materials because those are both very good companies."
Dycom Industries: "I think Dycom's terrific. ... It's had a big run, but there's plenty of business for them, and that's what matters. Their end markets are very, very strong."
Alibaba: "We just want it to come down a little bit."
Sherwin-Williams: "You should hold on to it. That's a win."
Disclosure: Cramer's charitable trust owns shares of AMD.