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Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Tuesday July 27.

Bucyrus (NASDAQ:BUCY), Joy Global (JOYG), Clorox (NYSE:CLX), Johnson & Johnson (NYSE:JNJ), Caterpillar (NYSE:CAT), Kellogg (NYSE:K), DuPont (NYSE:DD), Monsanto (NYSE:MON)

Cramer discussed the sector rotation out of industrials and cyclicals like Bucyrus (BUCY), Caterpillar (CAT) and Joy Global (JOYG) and into defensive stocks like Clorox (CLX), Johnson &Johnson (JNJ) and Kellogg (K). "The optimism ended with gold going down," said Cramer who said anxiety over the labor report and the jobs number is spooking investors. “Anyone who’s on these conference calls knows the truth,” Cramer said. “We are the worst, most slow [sic] country on earth.”

Cramer praised DuPont (DD) for its strong quarter, especially the seed business which was once dominated by Monsanto (MON). Cramer prefers DuPont for seeds.

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Source: Cramer's Stop Trading! The Irresistible Power of Rotation (7/27/10)