If you believe the Federal Reserve will keep raising rates, you should buy shares in drugmakers and health maintenance organizations, Jim Cramer said on CNBC's "Stop Trading!" segment Thursday. UnitedHealth ( UNH) is "screaming" after a four-month slide, Cramer said, adding the name was the subject of bullish research recently from Citigroup and Prudential. On the other hand, Cramer said he was recently selling Boeing ( BA) because its current run has gotten long in the tooth. "It's had a very big move and could top out here. The Airbus challenge is a very big challenge." Cramer advised letting the stock fall back to $74 or $75, where you can "get it at a better price." Cramer praised Japanese bank Mitsubishi UFJ ( MTU), which, despite being at a 52-week high, has "much more upside." Cramer said Mitsubishi has something Citigroup ( C) and J.P. Morgan ( JPM) haven't been able to find: a good chance of trouncing earnings estimates. With Vulcan Materials ( VMC) and Martin Marietta ( MLM) doing well of late, the next materials company to join the party could be Rinker ( RIN), Cramer said.