Kratos Defense & Security Solutions: "Defense stocks have been cut in half, including this one. I think that they've been punished enough. I actually want to buy Kratos."
Equipmentshare.Com: "I thought this would be like United Rentals, and it wasn't. It's disappointing, and I can't stick with it."
Cheniere Energy: "I've never lost faith in Cheniere...I want to continue to back them because I think we're going to own the LNG export market because we have the most of any country in the world."
Phillips Edison & Co.: "I don't know what it owns, and so therefore I'm afraid after this tremendous run that I'll be coming in late for the party, and I can't opine on what it has."
Pool Corporation: "Pool needs more transactions in the housing business, and transactions are at a 40-year low, so I cannot recommend Pool."
Super Micro Computer: "I prefer either Dell or even HPE."
Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market.
Questions for Cramer?
Call Cramer: 1-800-743-CNBC
Want to take a deep dive into Cramer's world? Hit him up!
Mad Money Twitter - Jim Cramer Twitter - Facebook - Instagram
Questions, comments, suggestions for the "Mad Money" website? madcap@cnbc.com