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Teva Pharmaceutical [TEVA
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] - Buy. Cramer likes it because it's not financial and "the shekel is strong."
Fastenal [FAST
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] - Sell. Fasteners are linked to aerospace, although Alcoa [AA
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] is better at $6.
FMC Corporation [FMC
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] - Sell. It's got a good agricultural portfolio but lacks a good yield and it's not trading in cash.
Flowers Foods [FLO
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] - Buy. Even in a recession, "people still eat bread."
Freeport-McMoran [FCX
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] - Sell. This is "the most over-owned stock of all hedge funds." You shouldn't buy in a deflationary environment, and copper's fallen a lot, the dividend is in jeopardy.
Activision [ATVI
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] - Sell. Cramer notes that it's "not that kind of expensive Christmas," and thinks the Guitar Hero maker's stock will go lower.
Family Dollar [FDO
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] - Buy. "Noone can afford Whole Foods [WFMI
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] anymore", and knockoffs of Nilla wafers should be a "winner".
-this post has been updated to correct some inaccurate information




