Cramer's 'Mad Money' Follow-Up: Amdocs

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On Wednesday's 'Mad Money' show, Jim Cramer said that institutional money is headed out of commodity stocks and into defensive names, including food and beverage stocks and drug stocks.

Stocks such as Potash(POT Quote), Agrium(AGU Quote) and Mosaic(MOS Quote) should experience pressure, he said, while Pepsi and Wal-Mart(WMT Quote) should rally. Cramer owns Pepsi for his Action Alerts PLUS charitable trust.

On Thursday, Agrium closed down $1.50, or 3.5%, at $41.29; Mosaic lost 47 cents, or 1%, to $45.78; and Potash slid 57 cents, or 0.6%, to close at $95.02. Pepsi added $1.52, or 2.9%, to $54.49, and Wal-Mart closed up 12 cents, or 0.3%, at $48.68.

Cramer said Wendy's(WEN Quote) is too expensive vs. McDonald's(MCD Quote).

On Thursday, Wendy's lost 13 cents, or 3.2%, on Thursday to close at $3.90, and McDonald's added 79 cents, or 1.4%, to $58.16.

Amdocs(DOX Quote) is not the way to play the smartphone rally, Cramer said. He preferred Apple(AAPL Quote).

On Thursday, Amdocs slid 12 cents, or 0.6%, to $20.56, while Apple gained 30 cents, or 0.2%, to close at $135.88.