Jim Cramer's Stop Trading! Stock Picks and Comments, May 21
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Transocean (RIG), Halliburton (HAL), and Schlumberger (SLB): John Roque is a "man to be reckoned with," according to Cramer, who said he would take a look at Roque's three favorite natural gas plays. Cramer comments RIG reminds him of SLB in the early 80s when it experienced "one of the greatest runs I've ever seen in my career." He still likes HAL in spite of its "frustrating" slow performance.
Intel (INTC), Pfizer (PFE), Glaxo (GSK), Deere (DE), Caterpillar (CAT), Parker-Hanifin (PH), Foster-Wheeler (FWLT): Cramer says tech and drug sectors are seriously "challenged" while "the sky's the limit" for DE, CAT, PH, FWLT, and the agriculture and machinery space in general. On the other hand, Cramer said "Forget the Intels," and said of PFE; "They fire everybody and it's up a penny!" He would also avoid GSK.
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