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Recap of Jim Cramer’s comments on Stop Trading! Monday February 4. Click on a stock ticker for more analysis:

ABB Ltd (NYSE:ABB), Honeywell (NYSE:HON): One way to cash in on global infrastructure without risking exposure to U.S. weakness is to buy Swiss industrial equipment company ABB, which gets substantial nuclear orders and does a lot of business in Europe and Asia. Cramer also likes Honeywell, which is not as big but has more aerospace.

SPDR S&P Emerging Middle East & Africa (NYSEARCA:GAF) ETF, General Dynamics (NYSE:GD): Concerning Beltone Financial's "Egypt Day" at the New York Stock Exchange, Cramer commented stocks are "too narrow" for a play on Egypt, but preferred General Dynamics, which exports military equipment to the Middle East. On the subject of emerging economies, Cramer commented he would not put Brazil in that category, because of its fiscal responsibility, dynamism, and desire to find new energy sources. Cramer says Brazil reminds him of how the U.S. used to be.

Nordstrom Inc. (NYSE:JWN), J. C. Penney (NYSE:JCP), TJX (NYSE:TJX), VF Corp. (NYSE:VFC):Cramer noted both banks and retail is being sold off, but would not buy financials until Ambac is sorted out. However, he would go bargain hunting and buy JCP now, TJX if it drops a few points, VFC if it falls to $70 and JWN if it declines even more. Thanks to the $600 stimulus plan, "this group is not going to go away."

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Source: Jim Cramer's Stop Trading! 2/4/08: Don't Get (E)Gypt