Cramer's 'Stop Trading!': Best S&P Performers

Stock quotes in this article: AMD , NVDA , F , WFMI , SGP , KFT , AEM  

NEW YORK (TheStreet) -- Of the best-performing stocks in the S&P 500 since Lehman's collapse, Nvidia(NVDA Quote) and Micron(MU Quote) both made the top five.

On Tuesday's "Stop Trading!" segment on CNBC, Cramer called No. 1 performer Nvidia the "ultimate discretionary chip company" and Micron the "ultimate gadget play." These stocks, he said, are "what you buy when you think there's a strong worldwide economy."

Cramer said he would buy Nvidia but prefers Advanced Micro Devices(AMD Quote) to Micron.

Cramer said he'd also buy No. 2 performer Whole Foods(WFMI Quote), which "has been stalled here after that great quarter." Rounding out the five best-performing S&P 500 stocks since Lehman's collapse were Ford(F Quote) and Schering-Plough(SGP Quote).

As for gold stocks, Cramer said he likes Randgold(GOLD Quote) and Agnico-Eagle Mines(AEM Quote). He said he didn't think gold was done and added that he thinks "gold is a sign of economic progress and robust growth around the world."

Regarding Kraft's(KFT Quote) rejected bid for Cadbury(CBY Quote), Cramer said that all his life he's seen "food companies not have growth and have to do acquisitions" and said "this is right along the lines of them."

However, he recommended the stock, regardless of whether it does acquire Cadbury. "If they don't get it, you have a dandy yield," he said. "If they do get it, you have growth in the out years."

Though he's not confident in Kraft's management, he said the Cadbury bid "was a sign of life."

In terms of acquisitions, he thought Cadbury should buy Hershey(HSY Quote).

-- Written by Rebecca Corvino in New York.

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