Lightning Round: Rayonier, Clorox, VeriFone Systems and More

Rayonier : Cramer agreed that the housing market has really bottomed and there is now long-term money to be made. While he thinks Weyerhaeuser is superior to RYN, he says the stock could still be a buy.

Clorox : Ahead of the firm's quarterly report, Cramer said CLX has to deliver something better than the top line and that a little restructuring wouldn't hurt, either. But Clorox is still a domestic security name so the stock is a go, he said.

VeriFone Systems : The tech firm's last quarter was surprisingly okay, although Cramer likes NCR better. On a side note, he also thinks eBay goes higher.

Monster Beverage : After some negative Nielsen data came out and said that Monster’s losing share, Cramer's concerned about this stock. He's pulling back ahead for now — adding that investors should forget about Green Mountain Coffee , too.

O’Reilly Automotive : "If I’m going to get in that business, I’m going with Autozone ," Cramer said. "Because that’s been the most consistent." Since AZO's got a big buyback going on, he said that’s the stock to go with.

Target : Cramer thinks Target’s dividend is too small. He said the stock’s had a pretty big run lately, and he would wait for a little pullback before pulling the trigger. "Don’t buy it over $60," he said.


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