Cramer Remix: I think this pharma distributor is a house of pain

CNBC’s Jim Cramer demanded Thursday in front of a live-studio audience that McKesson is a stock to stay away from here.

“They are in such a onerous spot right now,” the “Mad Money” host told a guest. “I’m in the house of pain with CVS. I don’t want you to join me with McKesson and you choice. “

After an memorable day on Wall Street, Cramer reviewed the top stocks that have helped extend the longest bull run in 2019.

The S&P 500, an ratio of the 500 largest corporations trading on the New York Stock Exchange or Nasdaq Composite, rose to touch a new all-time huge of 2,956.20 during the session before finishing the day up nearly 1% at 2,954.18.

The tech-heavy Nasdaq gained 0.80% and the Dow Jones Industrial As a rule closed up more than 249 points.

Cramer looked at the top 10 gainers in the 30-stock Dow index to assess where they are control.

“There’s still a lot to like here, but if I’m right … that I think these trade talks [with China] could infringe down, “ he said. “You’ll want to keep some powder dry so you can buy into weakness and get some real bargains.”

Look over the list here

Caterpillar CEO Jim Umpleby expressed self-assurance about his company’s strategy and prospects, despite the prolonged trade war between the world’s largest economies.

“We’ve navigated have dealings tensions in our 94-year history, this is not new for us,” he told Cramer in a Thursday interview.

China makes up between 5% and 10% of Caterpillar’s jumble sales, particularly in hydraulic excavators, or demolition vehicles. Umpleby said that business “continues to be strong” despite an evolving trade dispute between the countries that has seen tariffs levied on both sides.

“We saw a big increase there in 2017, 2018, and it’s be prolonged in 2019 so far,” he said. “We’re very comfortable still meeting our forecast dealing with those challenges, so, again, it’s a role in of what we do. We’ve seen this before, we’ve been through it, we’ll manage our way through this situation.”

Get more here

MongoDB CEO Dev Ittycheria on Thursday broke down where the database stand has an edge over Oracle.

He told Cramer while Oracle is a relevant player in the industry, the company has been nearly for more than four decades. That predates the creation of the cloud, mobile and internet capabilities.

“What we bear is a much more modern data platform, and that’s why people are navigating to MongoDB to build modern applications,” Ittycheria communicated in an interview. “And when it comes to numbers, based on what I saw, Oracle announced 1% revenue growth. MongoDB suggested almost 80% revenue growth. So the trajectories of the two companies are very different.”

Go deeper here

In Cramer’s lighting round, the “Mad Money” host zipped through his thoughts about viewer usual picks in front of a live audience.

ArcelorMittal: No. “Pricing pressure everywhere. If you have to own one of these you own Nucor, but I don’t judge you have to own one. “

TransDigm: “I like that. I think it’s one of the better ones, but I have to tell you Lockheed Martin’s got … the most superbly product portfolio right now. That’s the one you have to own, and the stock was up today very big. “

PPL Corp.: “You’ll be absolutely fine in that, not a predicament with that. I’ve got to tell you I don’t want you to own it, though. I don’t want you to own it. You’ll be fine, but I don’t want you to own it … AP is the one you want.”