Cramer: 10 Stocks Not to Panic Out Of

This column was originally published on RealMoney on June 15 at 12:25 p.m. EDT. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

Let's go over the stocks you were supposed to sell during this stretch.

I heard negative things about Google(GOOG). Sellers of Google, have you thought about the disintegration of Yahoo!(YHOO) and IAC/InterActiveCorp(IACI) in front of your eyes? Those are the competitors.

Microsoft's(MSFT) MSN? Insistent on not doing a good job. Time Warner's(TWX) AOL? It has degraded its brand with endless ads and new editions of AOL that load you up with ads. That won't cut it.

Meanwhile, Google just keeps innovating.

You were supposed to sell Apple(AAPL). Wasn't that one dead? If you were s scale seller, you were able to buy some back perfectly and rebuild your position to be able to sell it into the launch and buy it right back. Those who sold none are doomed to repeat themselves.

MasterCard(MA) was supposed to be dumb here, tapped out. Plus we were headed into Visa-ville. Forget it; this story gets more exciting because I believe fees will soon be raised. The secular trend out of cash into cards remains a key driver.

Everything housing and auto was supposed to be chucked. But GM's(GM) leading this rally and I now believe that Toyota(TM) could tack on a quick $10. Meanwhile, Whirlpool(WHR) is breaking out.

Deere(DE) was supposed to fail here on the top in corn. I heard this stock written off by everyone and his brother. Caterpillar(CAT) got downgraded; housing was supposed to matter. The farmers keep getting richer; Caterpillar's an infrastructure play.

I got the call over and over again to sell Freeport-McMoRan(FCX). Copper was going to crash. A couple of strikes and an activist filing later and the stock ramps higher. What a joke the bears played on us!

When Exxon(XOM) -- the key to this market -- broke down to $82, I saw the freakout. It quickly reversed and now has some real momentum to go to $90, where I think it is headed.