He said volatility is still a concern, adding his expectations that the volatility index will settle in the 20's. He said he is looking for companies with exposure to global demand. In particular, he is looking for a balanced portfolio of cyclical and defensive stocks of companies with strong balance sheets, dividend growth and a growth profile.
Pete Najarian said that
(MCD - Get Report)
(KO - Get Report)
(CAT - Get Report)
fit that profile.
Lee brought in Enrique Salem, president and CEO of
to talk about a recent company survey of global companies that showed that 21% of them seeing an increase in cyber attacks.
He said today's attacks are broad-based, targeting intellectual property including stealing source code, patents and formulas and other expensive IT.
He said there have been attacks on critical infrastructure such as a power grid or financial infrastructure.
He said his company has exceeded Street estimates the past four quarters in a market that is seeing an increase in spending on cyber security.
In the final moves, Weiss said he was betting against steel, including
. Jon Najarian advised investors to take advantage of the situation if the markets make a big move Friday up or down. Adami liked
Church & Dwight
. Pete Najarian said he saw some more upside in
Cliffs Natural Resources
--Written by David Tong in San Francisco.
To contact the writer of this article, click here:
To follow the writer on Twitter, go to
To submit a news tip, send an email to:
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC
Follow TheStreet.com on
and become a fan on