are heading higher as the economy slows down, Jim Cramer said Tuesday on
Stop Trading! segment.
"We used to hate both of them," Cramer said, referring to Wall Street's complaints about the companies' poor returns and competitive worries. But now they're "best in show" and a good bet for when economic growth tapers off, Cramer said, pointing to both companies' strong cash flow.
Cramer is less taken with
, whose shares are up 40% over the last six weeks, including a 6% rise Tuesday. Cramer said that despite Monday evening's
third-quarter profit jump, he would "ring the register" on the stock because of the CEO's cautious comments in a TV interview.
"This group has been horrible," Cramer said of the communications semiconductor stocks.
report late Monday was "disappointing," Cramer said.
"He could have told a better story," Cramer added of Atheros CEO Craig Barratt. "That interview worried me."
Cramer also said he found
earnings "disheartening." He added that "I thought they would deliver a better quarter."
"I made a mistake on this one," Cramer said, referring to Monday's prediction that the stock would rise to $19 from $16 and change. On Tuesday, with Ameritrade down $1 at $15.63, he said, "Mea culpa."
At the time of publication, Cramer had no positions in stocks mentioned.
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