Cramer would be a buyer of the oil and gas names into weakness, however, as he sees no reason for them to fall further. He likes ConocoPhillips ( COP) and Chevron ( CVX). Cramer was also bullish on the banks, those that are actually making money, as well as the HMOs, but not any hospital stocks. Cramer also recommended owning gold, as well as packaged goods makers that sell overseas like Johnson & Johnson ( JNJ) or Pepsico ( PEP). Finally, Cramer said he likes Home Depot ( HD) as it helps the Northeast rebuild from the hurricane, as well as Cabellas ( CAB), which has gotten cheap going into the cold, winter season.