Saks is rich with high-end customers, Yum has it a temporary China speed bump and AIG has been doing better than ever, Cramer said.
Cramer is also leery of Northern Tier Energy but he loves Regal Beloit.
Cramer said he's a fan of pipeline company Enbridge and likes what Immunogen and Seattle Genetics are doing to fight diseases.
There is more upside than downside, particularly where the tax man is concerned, Cramer said.
Cramer also likes PDC Energy and American Capital Agency but stay away from Hovnanian and Finistar.
DST might be an acquisition target while Lululemon is doing a lot to increase sales, Cramer said.