Cramer prefers Cisco Systems over GMC, likes Gray Television and is avoiding Chuy's Holdings.
Cramer sees Apple, Facebook and Google gaining in the second half of the year.
The pros got caught on the wrong side of the trade, Cramer says.
Cramer prefers Carmax and AutoNation to TrueCar and can't be negative on Cummins.
Cramer continues to recommend Cisco and Entergy.
Companies are taking control because their CEOs won't give in to macro-economic metrics, says Cramer.
Cramer favors McCormick and Southwest Airlines but is avoiding Linn Energy and Pandora Media.
Cramer is impressed by IBM's Watson and says to Ignore the skeptics and believe in AOL.
When positive things happen, stocks tend to go higher, Cramer says.
Cramer is bullish on Cerner and Hanesbrands but is cautious on Petrobras.