Investment portfolios are springing back to life in the midst of a two-day rally, Jim Cramer said on his

"RealMoney" radio show Thursday.

On Wednesday, speculation of whether the

Federal Reserve

would increase interest rates turned into acceptance that it was in fact going to issue another rate hike.

Once the unpredictable turned into the predictable and there was no more surprise factor, the market went higher after being down for nine straight days.

Caterpillar

(CAT) - Get Report

also on Wednesday held a shareholders meeting, in which the company pulled itself together and discussed how the company's stock should not be down 15 points.

The meeting got the whole infrastructure sector moving, Cramer said. When Caterpillar is doing well,

John Deere

(DE) - Get Report

is doing well.

This means

Cummins

(CMI) - Get Report

and

Ingersoll-Rand

(IR) - Get Report

, which Cramer owns for his charitable trust,

Action Alerts PLUS are doing well too, he said.

"You can buy all of these," Cramer said.

And because Caterpillar is a big buyer of steel, the steel market -- and in particular

Foster Wheeler

, which he owns for his trust -- is up.

The market was also wrong about

Boeing

(BA) - Get Report

. This sector not going down, Cramer said.

This is turn ignited any company that makes parts for the aerospace industry including

Honeywell

(HON) - Get Report

and

BEA Systems

.

Bear Stearns

(BS)

recently reported that its business was fabulous, and now its stock is up five points.

Goldman Sachs

(GS) - Get Report

and

E*Trade

(ET-P)

are now up as well.

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Infrastructure, aerospace, brokerage and financial stocks are all up, Cramer said. Short-sellers are scrambling to buy stocks.

"I think this rally will last for five days," he said. "Don't let things your stocks go just yet. Good things still to come."

Three weeks ago,

Network Appliance

(NTAP) - Get Report

, which Jim Cramer owns for his charitable trust

Action Alerts PLUS, reported a fantastic quarter with a positive outlook, said Cramer.

Network Appliance stores data, and thus is a company that other companies depend on. Even though it reported a great quarter, the stock dropped a quick 15%, Cramer said.

And the media assumed the company had blown it.

Now Network Appliance's stock is above where it was when the company reported its great quarter.

"You have to get out of the negativity," Cramer advised his listeners. "Don't panic out. The lesson here is, if a stock from a good company is getting hit

for no apparent reason, buy it during the selloff frenzy."

The price of natural gas has ignited, Cramer said. It is time to buy

Chesapeake

(CHK) - Get Report

and

Carrizo

(CRZO) - Get Report

, Cramer said.

He also recommended buying the biggest driller of natural gas,

Nabors Industries

(NBR) - Get Report

, which he owns for his charitable trust

Action Alerts PLUS.

Cramer's Callers

Don't sell

Apple Computer

(AAPL) - Get Report

, Cramer told a caller.

Apple's stock has no debt, and the company has a plethora of new products coming out before Christmas, he said.

Because

Advanced Micro Devices

(AMD) - Get Report

is locked in a price war with

Intel

(INTC) - Get Report

, Cramer believes that Apple is the better buy, especially for the next three months.

When a caller asked Cramer's opinion on

Southern Copper

(PCU)

, the largest copper mine in Peru, he said he never recommends a stock that has been up four points in one day.

Cramer advised the caller to allow the stock to go down a couple of points before buying.

Although Cramer likes Southern Copper, he likes

Freeport-McMoRan Copper & Gold

(FCX) - Get Report

even more, he said, calling Freeport his play in the copper world.

The stock for

Hansen Natural

(HANS)

is up 300% from last year and 100% this year alone.

"This is a company that makes iced tea and energy drinks," Cramer said. "It will go down after it splits. I think people will sell."

Cramer told the caller wait until three days after the split to buy any of Hansen's stock.

In addition, Cramer said he'd rather see the caller in a safer beverage stock, such as

Pepsico

(PEP) - Get Report

, in this type of market environment.

For those who need to be in the food business, Cramer said he likes

Whole Foods

(WFMI)

and

Panera Bread

(PNRA)

.

"I like Panera better than

Starbucks

(SBUX) - Get Report

right now," he said.

Merck

(MRK) - Get Report

recently received a Food and Drug Administration approval for its new drug to fight the human papillomavirus.

Although Cramer said he is thrilled that the pharmaceutical company has found a cervical cancer vaccine, he believes that medical discoveries don't necessarily translate into definite positive point for that company's stocks.

Currently Merck is in the midst of litigation over one of its drugs that is allegedly causing heart attacks.

"Merck is in the hands of the lawyers, not its scientists," Cramer said. It is not a buy, he said.

Schering-Plough

(SGP)

, which Cramer owns for his charitable trust,

Action Alerts PLUS, is a better play with no litigation risk, he said.

Cramer gave one caller the thumbs up to buy

Lowe's

(LOW) - Get Report

and told a separate caller to unload on

Wells Fargo

(WFC) - Get Report

, saying he likes many other stocks better than bank stocks.

To see the most recent edition of The RealMoney Radio Recap in its entirety, please click here. This recap is published every day around 3 p.m. ET.

At the time of publication, Cramer was long Nabors Industries, Schering-Plough, Ingersoll-Rand, Foster Wheeler and Network Appliance.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click

here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click

here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click

here to get his second book, "You Got Screwed!" and click

here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by

clicking here.

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