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(Updates from 10:44 a.m. ET with closing information.) NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk on the Street" Thursday. Cramer said investors are seeing profit-taking in Micron Technology ( MU), but the stock is still inexpensive. MU fell 4.7% to $14.13. Credit Suisse said Foot Locker ( FL) has limited upside. Cramer had no comment on that but he did say PulteGroup ( PHM), which had been the best performer in the S&P 500 last year, has become the "whipping boy" for the sector. It was downgraded by RBC Capital. FL fell nearly 1% to $34.61 but PHM jumped 5.3% to $15.91. There are some tech companies doing very well and Agilent Technologies ( A) is one of them, Cramer said, after beating on top- and bottom-line estimates. A rose 1% to $46.96. Goldman Sachs upgraded Carnival Corp. ( CCL) to buy from hold after fund manager David Tepper took a position in the company. CCL fell nearly 1% to $36.69. Estee Lauder ( EL) beat earnings estimates, which was no surprise to Cramer because companies that sell to wealthy consumers do well. EL was up 3.4% to $67.36. 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 Petoskey, Mich. Follow @BretKenwell