Cramer said Acadia Pharmaceuticals is good but speculative and he's ringing the register on Aruba Networks.
Cramer wants to hear from Target's new CEO on earnings and says the lull in Popeyes Lousiana Kitchen's stock is a buying opportunity.
What doesn't kill this market makes it stronger, Cramer says. His game plan includes Netflix, Berkshire Hathaway and Costco, among others.
Cramer says 3M is a buy, buy, buy but Encana and GoPro are not for him.
Cramer says he's a fan of Monster Beverage and Ross Stores after reporting better-than-expected earnings and Clean Harbors' business remains on track as does Receptos' drug plans.
Cramer says just about everything he's seeing coming out of Europe and the U.S. is positive, and that makes him a happy camper.
Cramer likes Spansion and Taiwan Semiconductor but isn't crazy about Theravance and SanDisk.
Cramer says Salesforce is in the sweet spot of enterprise software while Lowe's should be bought on any weakness.
Investors have collectively decided that they're OK with a little more risk, Cramer says.
Cramer says hold on to Informatica and take WhiteWave Foods or Hain Celestial Group over Boulder Brands.