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(Updates from 10:08 a.m. ET with closing information.)
NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Thursday:
SandRidge Energy (SD - Get Report) sold some key assets and shareholders don't like it, Cramer said. He was more upbeat on Paychex (PAYX - Get Report), saying the company's 4% yield pays investors to wait for a turn in hiring.
SD shares closed Thursday down nearly 5% while PAYX was down 2%.Cramer was also bullish on HomeAway (AWAY - Get Report), the bed and breakfast reservation system, as well as BlackRock (BLK - Get Report), a stock he said is inexpensive. Investors apparently agreed. AWAY closed up 5% while BLK was up 1.4%. The love continued for Merck (MRK - Get Report) as the company works on better cholesterol drugs. Cramer also likes Jabil Circuit (JBL - Get Report), saying the contract manufacturer that may be making a comeback. MRK was off 3.4% Thursday but JBL jumped 7.4%. To sign up for Jim Cramer's free Booyah! newsletter, with all of his latest articles and videos, please click here. -- Written by Scott Rutt in Washington. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC