A ‘Perfect’ Bank?

Given the amount of banks whose earnings estimates need to come down, Cramer was surprised to hear that one financial just had its numbers bumped up.

Morgan Stanley raised its estimates for PNC Financial through 2012, a move the “Mad Money” host praised. He said PNC is “that perfect hybrid of regional and national” with “a business model that has always been … more conservative and prudent than everybody else.”

“The stock’s a buy,” Cramer said during Thursday’s Stop Trading!.

There’s a “lot to like” about DuPont , too, Cramer said. The company has “fabulous management,” it’s taking share from Monsanto and offers a healthy 3.6% dividend yield.

In oil services, Core Labs has been “the most consistent” company in terms of return on equity “for multiple years,” Cramer said. Yet the stock “periodically” takes a dip that history has shown is a buyable move for investors. The stock’s pullback now “will be no different,” Cramer said.

Finally, the negative press from Johnson & Johnson’s recall woes is a boon for private-label company Perrigo , Cramer said. Shoppers “trade down and stay down because they like value. Perrigo gives you value.”

The stock “had been in a low,” Cramer said. “It’s starting to accelerate back up.”

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