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NEW YORK (
) -- "Some stocks are like candy," Jim Cramer told the viewers of his "Mad Money" TV show Thursday. "They're sweet, and keep investors coming back for more."
So with the markets likely to take a tumble if tomorrow's unemployment data is anything less than stellar, Cramer found seven sweet stocks that he says will be the first to bounce back in the event of another selloff.
Cramer's "sweet seven" stocks included
Chipotle Mexican Grill
. Cramer owns shares of Apple for his charitable trust,
Action Alerts PLUS.
Cramer said that all of these companies have the one thing the markets just can't get enough of: growth. He said not only to these companies have growth, but they have growth that just keeps on going and going, trumping all but the most optimistic of analysts. That why's Cramer's featured all of these companies in recent months, except for Intuitive Surgical and Express Scripts.
Cramer said these two companies are all about saving our ailing healthcare system money. He said while he was initially skeptical on the outlook for Intuitive Surgical's da Vinci robot, the uptake continues to be strong, despite the machine's high price tag. Meanwhile, Express Scripts is one of only a few healthy survivors helping to keep costs down for our nation's HMOs.
While Intuitive Surgical may seem expensive, trading at 33 times earnings, Cramer said the company's 25% growth rate quickly erases that notion. Likewise with Express Scripts, the company trades at 21 times earnings, but sports a 20% long term growth rate.
Cramer said all of these stocks will the among the first to snap back, whether the next selloff comes tomorrow, or beyond.
Don't Miss Top 10 Buy-Rated Stocks Under $5
Natural Gas in Demand
In the "Executive Decision" segment, Cramer sat down with David Demers, founder, director and CEO of
, maker of natural gas engines for mid- to large-size trucks.
When asked about President Obama's endorsement of natural gas yesterday, Demers said that everyone is finally realizing that we have a real energy problem, not 20 years from now, but today. He said there simply isn't enough oil in the world to go around and natural gas is all we've got. Fortunately, he said, it's clean, cheap and abundant.
In other parts of the world, mainly India, China and Russia, Demers said countries are gearing up to use more natural gas in a big way. That enthusiasm, he said, is part of why Westport has grown at a 35% compounded rate since 2001, and will continue for at least the next three to five years.
Regarding the American Power Act, a bill working its way through Congress, Demers said that if the bill passes, it will bring the promise of 20% to 30% of America's trucks running on natural gas from a five- to 10-year plan to a "right now" plan.
Under the bill, the cost of a natural gas truck would be the same as a traditional diesel engine, only with the added benefit of operators paying the equivalent of $1 less a gallon for the life of the vehicle.
Finally, when asked about Westport's competitive advantage, Demers said that it's a lot harder to make a natural gas engine than it looks, but Westport makes it look easy, allowing other manufacturers to get there faster using Westport technology. Demers said he's gearing up to be able to produce as many as 100,000 natural gas engines per year.
Getting Out of Harm's Way
In the the "Sell Block" segment, Cramer outlined his plan for ending the so-called "European contagion" by focusing on what
( STD), one of the largest Spanish banks, needs to do to end all doubts over it's ability to stay afloat. He said Santander needs to take a few chapters from the Tim Geithner playbook, and institute its own "stress test."
Here's how: 1. Slash its dividend. Cramer said Santander must slash its dividend, immediately. This would save the company $5.9 billion.
2. Raise cash. Cramer said Santander must initiate a secondary offering of stock, immediately. This would raise another $5 billion.
3. Sell assets. Santander could fetch an additional $8.5 billion if it sold off its U.S. interests.
4. Get government backing. Cramer said the Spanish government should invest in Santander TARP-style, giving the country an easy way out when things recover.
5. Fetch guarantees. Cramer said if Santander's bond portfolio could get a simple guarantee from the EU, all questions of defaults and crises would be over.
Cramer said if Santander, and other Spanish and European banks, followed this playbook, they can quickly and decisively get themselves out of harm's way.
Outrage of the Day
Cramer sounded off in favor of a moratorium on financial innovation. He said simply, "no more innovation" until we figure out the true impact of the ETFs and other instruments we already have.
Cramer said until we know exactly what went wrong on May 6, when the Dow lost 1,000 points in five minutes, we need to stop adding new products into the system. He said the industry is too greedy to self-police itself, and that's why a moratorium, a pause, is needed.
Cramer said when many of these ultra-short ETFs were created, we were in an incredible bull market, where liquidity wasn't an issue. But in today's market, liquidity is an issue, and these products are just not working as intended. Cramer said these financial instruments have had the opposite effect and turned the market into a battlefield, chasing the public out of the market.
Cramer said these ETFs do not work as intended and hurt the public. He said the proposed "circuit breakers" are a joke and don't address the real issues. "The market can't handle these products," he said.
Cramer was bullish on
He was bearish on
Don't Miss Top 10 Buy-Rated Stocks Under $5
-- Written by Scott Rutt in Washington D.C.
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At the time of publication, Cramer was long Apple.
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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