Jim Cramer's Sell Block (TSL, STP, FSLR, AMAT, LOW, WHR, OC, SHLD, RTP, BHP, BUCY, JOYG)

Jim Cramer said on CNBC's Mad Money that at times when governments are strapped for cash it is likely that they will cut subsidies, or maybe even try to raise taxes. This can hurt companies and send their stocks down. Cramer recommends investors check their portfolio for companies that depend on subsidies and for companies whose business can be easily taxed. Cramer thinks that solar power stocks should be sold. This business is highly dependable on subsidies, and European countries were spending a lot of money on this source of energy. Cramer is a seller of all solar names, including Chinese names. He wants to sell Trina Solar Limited (ADR)

, Suntech Power Holdings Co., Ltd. (ADR)

and definitely First Solar, Inc.

. First Solar (

) had to stop the work on their factory in China, because government hasn't yet paid the incentives. Applied Materials, Inc.

released the statement last night that their solar division is bleak. Solar stocks had a good trading session today, TSL spiked 3.65%. The US cash for clunkers program is running out and beneficiaries are facing serious problems. Lowe's Companies, Inc.

has stacked too many appliances and now is facing too large of an inventory. Whirlpool Corporation

is in danger because subsidy dollars will dry up, thinks Cramer, and Owens Corning

could also struggle. Sears

does a lot of business with these programs and Cramer believes that it might get hurt. These companies were heavily sold off today, SHLD dropped more than 10% and LOW dropped 4.5%. Australia announced a 40% resources super profit tax that will be imposed on the mining industry. Cramer thinks that this will be devastating for miners with Australian exposure. It could possibly cut 25% of Rio Tinto's (ADR)

earnings and 18% of BHP Billiton Limited's (ADR)

earnings. Bucyrus International, Inc.

and Joy Global Inc.

are indirectly also in danger. These names were trading sharply down today. Check out