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Every day, top performing stocks appear on the New High List; these "are proven winners with real money behind them," Cramer said. He identified the strong sectors on the High List as pharmacy benefit mangers and tire companies: "these sectors will perform even after a truly horrific onslaught." Within these categories, he zeroed in on the "best of breed" companies: MHS and GT. Cramer commented MHS has had solid performance and a "monster amount of cash flow." GT has created savings by cutting benefits and pensions and has low raw costs. "I would buy now and hope for a pullback to buy more," he said. On a side note, Cramer thinks ESRX will go up regardless of whether or not it buys CMX, because an acquisition would mean a virtual oligopoly and if it doesn't spend the cash on CMX, ESRX will do a "gigundo" buyback.
Related: On the battle between ESRX and CVS over Caremark.
Rubble Stock: First Solar (FSLR)
Another stock Cramer believes should be rescued from the rubble of last week's debacle is FSLR, not only because it produces more energy for less money than its rivals, but it also reported a "blowout, better-than-expected" quarter, is protected against downside, and has an upside not reflected in its cost. Cramer adds that it was unfairly hammered during the selloff. In addition, he commented the stock has high margins at 40%, low raw costs and low estimates.
Related: Himanshu Pandya explains why he is short FSLR.
CEO Interview: Douglas Bergeron, VeriFone (PAY)
Douglas Bergeron declared "We hit records on every line item in the financial statements," noting a growth of 61%, 60% of which came from international sales. "We, like Mastercard, are the true, blossoming, middle-class international play." He also discussed the recent deal which will allow Verifone to equip taxis in Philadelphia with wireless payment technology and full-screen navigation software. Since the company has also set its sights on New York City, Cramer would pull the trigger and buy some PAY.
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