Farms and Planes: Deere (NYSE:DE), Agco (NYSE:AG), Honeywell (NYSE:HON), Gehl (GEHL), and Boeing (NYSE:BA) - Cramer is bullish on agriculture and aerospace, noting these sectors are not affected by the Fed's raising interest rates in the U.S, since they take most of their orders from overseas.
Splitting Up: Altria (NYSE:MO) - This company is poised to split into three companies: domestic tobbacco, international tobacco and Kraft foods (KFT). Cramer believes that this stock deserves to be doing better, and will benefit from sales in China. Although KFT has performed poorly, Cramer notes that the food sector is improving. At $78, Cramer says that this stock is a buy, and believes that it will exceed $100.
Google (NASDAQ:GOOG): Cramer cites an Investor's Business Daily article that says Google has secretly purchased dark fiber and is reportedly looking into becoming a phone company and an internet service provider.
Hansen Natural's (HANS): Cramer recommended patience with this stock, which is being sold heavily since it split 4 to 1, and he told a caller that it should stabilize in a few days.
Mohawk Industries (NYSE:MHK): This company, which makes carpets, is close to its 52-week low. Cramer would pick it up, since MHK should rise, along with other stocks connected with housing, when the Fed stops raising interest rates.
Wells Fargo (NYSE:WFC): Cramer suggests switching out of Wachovia (NASDAQ:WB) and into WFC.
Suncor Energy (NYSE:SU): Cramer believes that SU, the largest oil sands company in the world, is going to rise. "Wait 'til tomorrow and then pull the trigger," he says.
eBay (NASDAQ:EBAY): While this company is growing, Cramer comments that it hasn't made any money.
Whole Foods (WFMI): Cramer says that this is a decent stock, but to wait until it goes down before buying.
Foot Locker (NYSE:FL): Although this company might get a bid, according to Cramer, it will not improve the stock price substantially. He doesn't like the risk/reward ratio, and suggests selling FL.
Aeropostale (NYSE:ARO): Cramer suggests selling half of this stock because it has had a big run.
Apple (NASDAQ:AAPL): Although Apple has some great things in store for back-to-school and the holidays, Cramer would stay away, since the tech sector is getting hit right now.
More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.
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