Illumina(ILMN Quote - Cramer on ILMN - Stock Picks): "Not a good quarter. Expenses are going to rise. ... I need you out of that stock, and I want you to sell it right now."
Force Protection(FRPT Quote - Cramer on FRPT - Stock Picks): "I think you need to go with the majors here." Cramer said those would be L-3 Communications Holdings(LLL Quote - Cramer on LLL - Stock Picks), General Dynamics(GD Quote - Cramer on GD - Stock Picks) and Raytheon(RTN Quote - Cramer on RTN - Stock Picks).
Cramer also was bullish on
Grainger (GWW Quote - Cramer on GWW - Stock Picks),
Devon Energy (DVN Quote - Cramer on DVN - Stock Picks) and
Armor Holdings (AH Quote - Cramer on AH - Stock Picks).
*For all you home-gamers, a 'mon-back opportunity means Cramer would back up the figurative truck and load up on a stock.
Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here.



