Lightning Round OT: Applied Materials, Blackstone and More

Applied Materials: Less-than-bullish statements by management during the conference call, Cramer said, poured cold water on this stock.

• Cramer's Best Stocks in the Tech Sector

The Blackstone Group: Cramer said don't buy BX.

Annaly Capital Management: NLY can be owned, Cramer said, as long as the Federal Reserve doesn't raise interest rates any time soon.

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