Cramer's 'Stop Trading!': Avoid Hedgies

"You have to do the opposite of what the hedge funds do, because they're just incapable of making money for you," said Jim Cramer on Wednesday's "Stop Trading!" segment on CNBC.

"When I see the hedge funds running out of Colgate(CL Quote) and Kimberly-Clark(KMB Quote), I have to go right back in them."

Cramer likes Nucor(NUE Quote), for example, but "you've got to wait for a pullback on these. Every hedge fund's piled back in," he said.

Switching gears, infrastructure stocks "continue to go up," said Cramer. "These stocks are too cheap."

Specifically, he mentioned Terex(TEX Quote) and Manitowoc(MTW Quote). "If I were Illinois Tool Works(ITW Quote)," he said, "why not buy Manitowoc?"

Cramer said that viewers interested in eBay(EBAY Quote) should "buy the 82% of MercadoLibre(MELI Quote) that it doesn't own." MercadoLibre recently doubled in price, though, "so you wait for a pullback," Cramer said.

Finally, Cramer called Terra Nitrogen(TNH Quote) "my fertilizer play" and recommended it for its dividend.