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(Updates from 10:52 a.m. ET with closing information.) NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Friday. Palo Alto Networks ( PANW) and other network security stocks are "just too hard to own," says Cramer. He wants to avoid this name. Investors agreed, dropping the stock by 10.8% to $48.52. Walt Disney's ( DIS) conviction buy rating was reaffirmed by Goldman and Cramer thinks investors can buy this name on weakness. DIS fell 2.4% to $63.08. Guess? ( GES) looked awful to Cramer after reporting first-quarter earnings, but "not horrendous enough. The stock goes higher," he said. GES jumped 8.3% to close at $31.78. Panera Bread ( PNRA) was downgraded by Lazard Capital but Cramer thinks the stock can go higher. "I wish they would split the stock," he added. PNRA fell 1% to $191.83. SanDisk ( SNDK) increased its capacity production, and this is what Cramer said he has been waiting to hear. However, he warned investors should still "be careful with these stocks." SNDK fell 1.5% to $59.02. Charles River Laboratories ( CRL) was downgraded by Raymond James, but Cramer disagreed. He still likes the company going forward. CRL closed 1.6% lower at $43.31. To sign up for Jim Cramer's free Booyah! newsletter, with all of his latest articles and videos, please click here. -- Written by Bret Kenwell in New York..