Accuride : Cramer thinks this is a very inexpensive stock, but he prefers Wabco or Cummins .
Sourcefire : The "Mad Money" host is bullish on this cyber security company.
Kubota : When it comes to diversified machinery companies, Cramers prefers Caterpillar .
North American Palladium : Palladium is used in vehicles, so with the automobile industry coming back, Cramer would buy shares of PAL.
McDermott International : This offshore oil and gas construction company is benefitting from drilling in the Gulf of Mexico, Cramer said. He likes this name.
Cummins: "The truck bull market lives," Cramer said, adding that CMI shares could go to $110 a share once oil falls to $90 a barrel.
Oclaro : Cramer likes this semiconductor, but not as much as JDS Uniphase .
Charter Communications : When it comes to cable, Cramer thinks Comcast is "best in breed."
Standard Pacific : This residential construction company continues to rebound. Cramer thinks it's a buy.
When this story was published, Cramer's charitable trust owned Cummins and Wabco. Comcast is the parent company of CNBC and NBCUniversal.
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