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On

Wednesday's 'Mad Money' show

, Jim Cramer said that institutional money is headed out of commodity stocks and into defensive names, including food and beverage stocks and drug stocks.

Stocks such as

Potash

(POT)

,

Agrium

(AGU)

and

Mosaic

(MOS) - Get Report

should experience pressure, he said, while

Pepsi

and

Wal-Mart

(WMT) - Get Report

should rally. Cramer owns Pepsi for his

Action Alerts PLUS

charitable trust.

On Thursday, Agrium closed down $1.50, or 3.5%, at $41.29; Mosaic lost 47 cents, or 1%, to $45.78; and Potash slid 57 cents, or 0.6%, to close at $95.02. Pepsi added $1.52, or 2.9%, to $54.49, and Wal-Mart closed up 12 cents, or 0.3%, at $48.68.

Cramer said

Wendy's

(WEN) - Get Report

is too expensive vs.

McDonald's

(MCD) - Get Report

.

On Thursday, Wendy's lost 13 cents, or 3.2%, on Thursday to close at $3.90, and McDonald's added 79 cents, or 1.4%, to $58.16.

Amdocs

(DOX) - Get Report

is not the way to play the smartphone rally, Cramer said. He preferred

Apple

(AAPL) - Get Report

.

On Thursday, Amdocs slid 12 cents, or 0.6%, to $20.56, while Apple gained 30 cents, or 0.2%, to close at $135.88.

At the time of publication, Cramer was long Pepsi.

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