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Jim Cramer Six In Sixty - 6/5/12

|Includes:AKAM, Caterpillar Inc. (CAT), CHS, CMI, K, LULU, LVLT, NFLX, URI, WPRT

Companies in the news today...

Caterpillar (NYSE:CAT) - This is going to... look, Westport (NASDAQ:WPRT), this is natural gas engines, off-road vehicles, very interesting here, ever since Cummins (NYSE:CMI) decided to not have such a great partnership with Westport, it's been down, this is very positive for Westport

United Rentals (NYSE:URI) - look, if you can get construction going in this country, you have another leg, obviously by the employment numbers people haven't bought this, i like the stock here

Lululemon (NASDAQ:LULU) - wow you know, this is a bold call by USB saying buy it ahead (of earnings) but cotton costs have come down dramatically, its worth thinking about

Kellogg (NYSE:K) - Kelloggs is Europe, Melissa mentioned earlier the fact that a lot of these consumer package stocks have big exposure to Europe, Kelloggs is gigantic there

Chico's FAS (NYSE:CHS) - domestic security, I think this stock can make a stand here

Netflix (NASDAQ:NFLX) - wow, this is horrible for Akamai (NASDAQ:AKAM), of course everyone immediately reiterates Akamai, it's horrible for LVLT, you can't... this is a huge traffic generator for a company like Akamai, be careful out there

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Stocks: CAT, WPRT, CMI, URI, LULU, K, CHS, NFLX, AKAM, LVLT