Jim Cramer's Stop Trading! Stock Picks and Comments 7/25

Recap of Jim Cramer’s comments on Stop Trading! Tuesday July 25 . Click on a stock ticker for more analysis:

Jacobs Engineering (JEC), Shaw Group (SGR), Haliburton (HAL), Fluor (FLR), McDermott (MDR): Jacobs' rally partially restored investor confidence in infrastructure, which had been damaged by the poor performance of SGR and HAL. Cramer would buy FLR and MDR, and is hoping that investors will realize that infrastructure is an international play and is not automatically affected by instability in the U.S. economy.

Medtronic (MDT): Cramer has confidence in this company, because he does not think that the government will cut back heavily on Medicaid and Medicare reimbursements for its products.

Oil Services Holders (OIH): Cramer believes that there is some manipulation in this ETF, since it “snapped back nine points” after being “jammed down" toward $130 last week. "The SEC is busy investigating hedge funds. Why don't you check out what happened in the OIH?” he asks.

More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.

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