Jim Cramer's Stop Trading! Fed Proofing

If you believe the Federal Reserve will keep raising rates, you should buy shares in drugmakers and health maintenance organizations, Jim Cramer said on CNBC's "Stop Trading!" segment Thursday.

UnitedHealth(UNH Quote) is "screaming" after a four-month slide, Cramer said, adding the name was the subject of bullish research recently from Citigroup and Prudential.

On the other hand, Cramer said he was recently selling Boeing(BA Quote) because its current run has gotten long in the tooth. "It's had a very big move and could top out here. The Airbus challenge is a very big challenge." Cramer advised letting the stock fall back to $74 or $75, where you can "get it at a better price."

Cramer praised Japanese bank Mitsubishi UFJ(MTU Quote), which, despite being at a 52-week high, has "much more upside." Cramer said Mitsubishi has something Citigroup(C Quote) and J.P. Morgan(JPM Quote) haven't been able to find: a good chance of trouncing earnings estimates.

With Vulcan Materials(VMC Quote) and Martin Marietta(MLM Quote) doing well of late, the next materials company to join the party could be Rinker(RIN Quote), Cramer said.