Any time there's a change in emissions standards, exhaust-systems maker Tenneco profits, a Credit Suisse analyst told Barron's this weekend. Cramer said he likes the thesis, but there are better stocks in the sector.
Tenneco is too expensive and it has a unattractive balance sheet, Cramer told Erin Burnett on Stop Trading! Tuesday. He prefers BorgWarner or Magna . MGA is the "cheapest" and the "best run," Cramer said, adding that it's a growth stock in the sector.