"Down here, I like Capital One ( COF) more than American Express ( AXP)," said Jim Cramer on Tuesday's "Stop Trading!" segment on CNBC. "I don't recommend shorts on the show, but I would not own American Express."He said that unlike Capital One, which "has got its losses under control," American Express is "very small-business oriented." Word is that Allergan ( AGN), up 11.2% today, will be bought by GlaxoSmithKline ( GSK). "I would be a seller of half my Allergan position right here," Cramer said. "Let's not be greedy. You sell half, let the rest run." Cramer said that after CNBC parent company GE ( GE), Sears ( SHLD) is the "No. 1 naked shorting game." The government is going to "crack down on naked shorting," he said. "I think the SEC understands this game and is putting an end to it."