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The move to make now is to pick out the plays that emerged from the recent market downturn without a scratch because, come the next selloff, "these will be the stocks people can bank on," Jim Cramer told viewers of his "Mad Money" TV show Wednesday.

Every day the market generates a list not only of the survivors, but of the "thrivers," called the New High List, Cramer said. "These stocks are proven winners with real money behind them."

In particular, there are two sectors on the New High List that Cramer considers hot: pharmacy benefit managers and tire companies. He believes "these sectors will perform even after a truly horrific onslaught."

Taking it a step further, the two best-of-breed stocks from these two sectors are

Medco Health Solutions



Goodyear Tire

(GT) - Get Report

, Cramer said.

Medco, he said, "has been a good performer for ages." Plus, it has a "monster amount of cash flow" on its balance sheet.

While on the topic of pharmacy benefit managers, Cramer said he owns

Express Scripts


for his

Action Alerts PLUS charitable trust. This stock, he said, should go up regardless of whether or not it acquires



as planned.

If Express Scripts gets Caremark, the acquisition will mean oligopoly, and if it doesn't, Cramer believes Express Scripts should do a "gigundo" buyback.

Moving on to Goodyear, the second member of the New High List, Cramer said the company has "slashed worker benefits and cut pension requirements," two huge savings for its shareholders. Plus, Goodyear's raw costs are coming down, he said.

Both Goodyear and Medco are going higher, Cramer said. "I would buy

some of these two now and hope for a pullback to buy more."

Powered Solar Play

As part of a four-part special series, Cramer said he's pulling from the rubble the stocks that don't deserve to be down and that viewers should consider buying.


Tuesday's show, Cramer suggested people buy

General Cable


; today, he's pulling out

First Solar

(FSLR) - Get Report


The company, Cramer said, can generate more energy for less money than its competitors. But the reason to buy First Solar now is because it recently reported a "blowout, better-than-expected" quarter, he said. It is "immunized" from the downside and its upside it not reflected in its price, Cramer said.

"On Feb. 13, First Solar gave the Street some serious BTE," or better-than-expected numbers, he said. And while the company made some people money after it reported, it was hit hard for no reason during the recent market selloff, Cramer said.

Although the stock has rebounded, he believes it's still worth more than it's selling at now. Not only does First Solar have the highest margins of its competitors at 40%, but it also has low raw costs and estimates that are too low, Cramer added.

Am I Diversified?

In the show's "Am I Diversified?" segment, in which viewers present their portfolios to Cramer for his inspection, the first caller offered a portfolio made up of the following five stocks:

Cramer called a pair with USG and Flowserve. He suggested selling Flowserve and buying a financial like

Bank of America

(BAC) - Get Report


Goldman Sachs

(GS) - Get Report

, which he owns for

Action Alerts PLUS, instead.

The second caller named the following five stocks:

Image placeholder title

Cramer called the portfolio the "epitome of diversification."

The segment's third and final caller said he owned the following five:

Cramer blessed the portfolio as diversified.

VeriFone Rings True



CEO Douglas Bergeron joined Cramer on the show and gave a summary of his company's last quarter.

"We hit records on every line item in the financial statements," Bergeron said. "We grew 61%, and 60% of our revenue came from international

sales, confirming that we, like


(MA) - Get Report

are the true, blossoming, middle-class international play."

When asked about the company's recent taxi cab deal, Bergeron pointed out that VeriFone won the Philadelphia deal, which encompasses "equipping cab drivers throughout Philadelphia with wireless payment technology and full-screen navigation software."

The company is eyeing a similar deal by the end of the year in New York City, as well, the CEO added.

Cramer urged people to pull the trigger on the stock and get in some PAY.

To view Cramer's interview with Douglas Bergeron, please click here.

During the show's "Sudden Death" round, Cramer was bullish on

Cognizant Technology

(CTSH) - Get Report


Dean Foods

(DF) - Get Report


Lightning Round

Cramer was bullish on

MGM Mirage

(MGM) - Get Report



(BBI) - Get Report


Infosys Technologies

(INFY) - Get Report


IAC/InterActive Corp



Tyco International



Texas Roadhouse

(TXRH) - Get Report





Great Plains Energy




(AAPL) - Get Report



(GOOG) - Get Report






(EBAY) - Get Report


Bank of America

(BAC) - Get Report


Cramer was bearish on


(NFLX) - Get Report



(SFLY) - Get Report


Steak n Shake



First Marblehead


Melco PBL Entertainment



For more of Cramer's insights during the Lightning Round, click here


Want more Cramer? Check out Jim's rules and commandments for investing from his popular book by

clicking here


At the time of publication, Cramer was long AIG, Altria, Caterpillar, Express Scripts, Goldman Sachs, Johnson & Johnson, Toyota Motor and Yahoo!.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.