If you believe the

Federal Reserve

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

CNBC's

"Stop Trading!" segment Thursday.

UnitedHealth

(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

Boeing

(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

(MTU)

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

Citigroup

(C) - Get Report

and

J.P. Morgan

(JPM) - Get Report

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

With

Vulcan Materials

(VMC) - Get Report

and

Martin Marietta

(MLM) - Get Report

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

Rinker

( RIN), Cramer said.

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

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