TheStreet.com TV Recap: Things Get Tricky

The stock market is going to get "very tricky" now following a much weaker-than-expected jobs report, Jim Cramer said Friday in a Web video on TheStreet.com.

What does that mean for the stocks found in the KBW Bank Index and the Philadelphia Stock Exchange Housing Sector Index? They're going to be toxic, but then the Federal Reserve will cut rates, and investors will have to move into the financials, Cramer said.

For now, though, stay with aerospace and defense, infrastructure, oil and oil services, and parts of agriculture and medical technology, he advised. ...