Editor's Pick: Originally Published Wednesday, Dec. 23
Jim Cramer said he's a little nervous about the stock ofUPS (UPS) - Get Report on word that Amazon (AMZN) - Get Report is seeking to lessen its reliance on the company. The Wall Street Journal wrote that Amazon is looking at a shipping alternatives.
"A spat with Amazon is not what you want right here," said Cramer, who is portfolio manager of the Action Alerts PLUS Charitable Trust Portfolio and host of CNBC's "Mad Money."
A viewer asked Cramer why stock of Toro (TTC) - Get Report isn't getting beat up, considering the warmer weather has impacted other companies that sell cold weather goods. Cramer said it's a good question, but he'd steer clear of the stock.
Cramer was also asked his views of the housing sector. He said you can't own housing stocks if the Federal Reserve decides to raise interest rates aggressively. Of the group, Cramer said Lennar (LEN) - Get Report is the best, but he doesn't recommend owning the sector.
Cramer was asked about several energy-related companies, including whether Hess (HES) - Get Report is positioned to bounce back if oil prices recover. Cramer said the company has a lot of good properties and would be in a position to bounce when oil moves higher. He added that Exxon Mobil (XOM) - Get Report and Chevron (CVX) - Get Report have moved off their lows, so he's not as enthusiastic about their stocks at current levels. But he doesn't like BP (BP) - Get Report or ConocoPhillips (COP) - Get Report because they have big forward-looking projects based on the belief that oil prices would rise, which is not panning out.
If oil does recover, Cramer said he likes EOG (EOG) - Get Report , which he said is the fastest-growing oil company in America. Cramer also commented on commodity-related stocks, including Alcoa (AA) - Get Report . He said the split will be a very good move. Cramer also discussed U.S. Steel (X) - Get Report , Yamana Gold (AUY) - Get Report , PNC (PNC) - Get Report , Bank of California (BANC) - Get Report , Netflix (NFLX) - Get Report and AMC (AMC) - Get Report .
Cramer answers viewers' questions in a daily segment with TheStreetTV. Send your questions to him on his Facebook (FB) - Get Report page, or on Twitter (TWTR) - Get Report . Send questions to him @JimCramer with the hashtag #CramerQ.
At the time of publication, Jim Cramer's charitable trust Action Alerts PLUS was long EOG, FB, KHC and TWTR.