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Jim Cramer says he doesn't like solar companies, but ICE is cool. Cable stocks, he says, are underrated.
Staying home is the new going out, and these companies are profiting, Cramer says.
Experts say unflattering comparisons of deal values this year versus last year distort the longer term constructive trends.
Stocks come back from lows on Thursday afternoon as crude oil regains a level above $50 a barrel and worries over China's economic growth fade.