Deutsche Bank recommended that investors buy F5 Networks (FFIV - Get Report) before its analyst meeting on Nov. 14, and Cramer said the stock has been bucking the trend of disappointing results from Internet-traffic companies.
D.R. Horton (DHI - Get Report) reported earnings and is "causing a big move up in the Home Depots of the world," Cramer said. He also said the results were OK, because homebuilders are still lagging the broader market.
Jefferies initiated Qualcomm (QCOM - Get Report) as a buy with an $80 price target, and Cramer said there will always be an analyst who says to buy Qualcomm, no matter what the company's management says.
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-- Written by Bret Kenwell in Petoskey, Mich.