He said volatility is still a concern, adding his expectations that the volatility index will settle in the 20's. He said he is looking for companies with exposure to global demand. In particular, he is looking for a balanced portfolio of cyclical and defensive stocks of companies with strong balance sheets, dividend growth and a growth profile. Pete Najarian said that McDonald's ( MCD), Coca-Cola ( KO) and Caterpillar ( CAT) fit that profile. Lee brought in Enrique Salem, president and CEO of Symantec ( SYMC) to talk about a recent company survey of global companies that showed that 21% of them seeing an increase in cyber attacks. He said today's attacks are broad-based, targeting intellectual property including stealing source code, patents and formulas and other expensive IT. He said there have been attacks on critical infrastructure such as a power grid or financial infrastructure. He said his company has exceeded Street estimates the past four quarters in a market that is seeing an increase in spending on cyber security. In the final moves, Weiss said he was betting against steel, including AK Steel ( AKS) and US Steel ( X). Jon Najarian advised investors to take advantage of the situation if the markets make a big move Friday up or down. Adami liked Church & Dwight ( MCP). Pete Najarian said he saw some more upside in Cliffs Natural Resources ( CLF). --Written by David Tong in San Francisco. To contact the writer of this article, click here: David Tong. To follow the writer on Twitter, go to http://twitter.com/davidtong. To submit a news tip, send an email to: email@example.com. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. Follow TheStreet.com on Twitter and become a fan on Facebook.