AMGN - Get Report) off an upgrade Thursday, citing the "pin action" that has the stock up 3%. "What was Amgen doing with a lower multiple than Hank McKinnell?" he asked, referring to the deposed Pfizer ( PFE - Get Report) chieftain. Cramer said smokeless tobacco outfit UST ( UST - Get Report) is "great," featuring a "big dividend," but he prefers his charitable portfolio holding Altria ( MO - Get Report), which he believes is headed for 120, taking into account the upcoming Kraft ( KFT) spinoff. Altria recently fetched 88. Cramer also likes Spectra Energy ( SE - Get Report), a newly minted Duke ( DUK - Get Report) natural gas spinoff.