Perini (PCR Quote - Cramer on PCR - Stock Picks): "It has been hit really ridiculously. ... It's done really great stuff. ... I say let the group come in. ... Perini's a great company."
Invitrogen (IVGN Quote - Cramer on IVGN - Stock Picks): "Very hot stock. ... Does some pretty cool stuff. I'm not going to go away from it. ... My favorite speculative stock in the group is
Nastech Pharmaceutical (NSTK Quote - Cramer on NSTK - Stock Picks)."
Cameron International (CAM Quote - Cramer on CAM - Stock Picks): "Oil field services should be working well here. ... This stock was down $4. I like it." Best of breed in the space, Cramer said, is
Schlumberger(SLB Quote - Cramer on SLB - Stock Picks).
Expeditors International (EXPD Quote - Cramer on EXPD - Stock Picks): "I've always loved this company. It hit a 52-week high today."
Coach (COH Quote - Cramer on COH - Stock Picks): "I liked the Coach quarter. ... Coach has come down a lot, but I've gotta be careful. I'm not going to pull the trigger."
Titanium Metals (TIE Quote - Cramer on TIE - Stock Picks): "I like
Allegheny Tech (ATI Quote - Cramer on ATI - Stock Picks). It's better than Titanium. I've been saying that for years. It's definitely better."
Progressive (PGR Quote - Cramer on PGR - Stock Picks): "The earnings are going to explode for Progressive. PGR is a great stock to own here! ... Progressive is two tumbs up."
Cramer also was bullish on
Microsoft (MSFT Quote - Cramer on MSFT - Stock Picks),
Schlumberger (SLB Quote - Cramer on SLB - Stock Picks),
Prudential Financial (PRU Quote - Cramer on PRU - Stock Picks),
MetLife (MET Quote - Cramer on MET - Stock Picks) and
AllState (ALL Quote - Cramer on ALL - Stock Picks). He was bearish on
Tribune (TRB Quote - Cramer on TRB - Stock Picks).
Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by
clicking here.