"You have to do the opposite of what the hedge funds do, because they're just incapable of making money for you," said Jim Cramer on Wednesday's "Stop Trading!" segment on CNBC.

"When I see the hedge funds running out of

Colgate

(CL) - Get Report

and

Kimberly-Clark

(KMB) - Get Report

, I have to go right back in them."

Cramer likes

Nucor

(NUE) - Get Report

, for example, but "you've got to wait for a pullback on these. Every hedge fund's piled back in," he said.

Switching gears, infrastructure stocks "continue to go up," said Cramer. "These stocks are too cheap."

Specifically, he mentioned

Terex

(TEX) - Get Report

and

Manitowoc

(MTW) - Get Report

. "If I were

Illinois Tool Works

(ITW) - Get Report

," he said, "why not buy Manitowoc?"

Cramer said that viewers interested in

eBay

(EBAY) - Get Report

should "buy the 82% of

MercadoLibre

(MELI) - Get Report

that it doesn't own." MercadoLibre recently doubled in price, though, "so you wait for a pullback," Cramer said.

Finally, Cramer called

Terra Nitrogen

(TNH)

"my fertilizer play" and recommended it for its dividend.

At the time of publication, Cramer had no positions in stocks mentioned .

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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