If you believe the

Federal Reserve

will keep raising rates, you should buy shares in drugmakers and health maintenance organizations, Jim Cramer said on


"Stop Trading!" segment Thursday.


(UNH) - Get Report

is "screaming" after a four-month slide, Cramer said, adding the name was the subject of bullish research recently from Citigroup and Prudential.

On the other hand, Cramer said he was recently selling


(BA) - Get Report

because its current run has gotten long in the tooth. "It's had a very big move and could top out here. The Airbus challenge is a very big challenge." Cramer advised letting the stock fall back to $74 or $75, where you can "get it at a better price."

Cramer praised Japanese bank

Mitsubishi UFJ


, which, despite being at a 52-week high, has "much more upside." Cramer said Mitsubishi has something


(C) - Get Report


J.P. Morgan

(JPM) - Get Report

haven't been able to find: a good chance of trouncing earnings estimates.


Vulcan Materials

(VMC) - Get Report


Martin Marietta

(MLM) - Get Report

doing well of late, the next materials company to join the party could be


( RIN), Cramer said.

At the time of publication, Cramer was long Mitsubishi UFJ and UnitedHealth.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on Mad Money are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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