If you believe the
will keep raising rates, you should buy shares in drugmakers and health maintenance organizations, Jim Cramer said on
"Stop Trading!" segment Thursday.
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
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
, which, despite being at a 52-week high, has "much more upside." Cramer said Mitsubishi has something
haven't been able to find: a good chance of trouncing earnings estimates.
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.
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