Buy

Google

(GOOG) - Get Report

, Jim Cramer said Thursday on

CNBC's

"Stop Trading!" segment.

Cramer said the stock is "breaking out" after being stuck in a "holding pattern" for the last six months or so. Cramer says the action in the stock has been "crazy," because he believes it's common sense that "multiples shouldn't shrink with interest rates falling."

Cramer also likes

Schering-Plough

(SGP)

and

Johnson & Johnson

(JNJ) - Get Report

TheStreet Recommends

as exemplars of the big multinational drug companies that will benefit from a weak dollar. Cramer noted that a slide in the value of the dollar boosts these companies' earnings by making sales in foreign currencies more valuable when they're changed back into dollars.

Cramer would shun

Joy Global

(JOYG)

despite its position in China and leverage to copper, because he believes coal is a "hot-button issue" and that companies dealing in it will remain under pressure till Congress finally agrees to carbon-dioxide-emission standards for new plants.

At the time of publication, Cramer had no position 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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