Yum Brands (YUM), Chipotle Mexican Grill (CMG), Jack in the Box (JBX): "Mexican is the new pizza" declares Cramer, noting that Yum Brands, the owner of Taco Bell, has been up in spite of restaurant closings caused by an E.Coli outbreak. He believes that YUM is well-run, notes that CMG is "on fire" and JBX is doing well after a similar E. coli scare a few years ago.
Halliburton (HAL), Core Labs (CLB) and Baker Hughes (BHI): Cramer bemoans the fact that HAL is "the most hated stock on Earth" while its competitors are moving up, and he comments that this disparity can't go on forever.
Ford (F), Delphi (DPHIQ), Johnson Controls (JCI) and Lear (LEA): Cramer would get rid of Ford because a convertible offering will knock the common stock down from $7.40 to $6.50. "I'm giving common stock an F,"he said, and would also stay away from Delphi because its common stockholders will not reap the benefits of a comeback. If auto-parts thrive again, Cramer would get into JCI or LEA instead.
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