Jim Cramer said on CNBC's "Mad Money Lightning Round" that L3Harris Technologies Inc LHX is his favorite in the defense sector, but it has been trading lower for no reason.
Cramer wants to buy Humana Inc HUM, but if Elizabeth Warren wins in the Democratic party he would sell. He is a buyer now because he thinks moderates are more in charge.
Cramer knows Richard Morgan is buying Kinder Morgan Inc KMI shares, but he doesn't want to buy the stock.
Farfetch Ltd FTCH is another powerplay, said Cramer. He is not a buyer.
Kraft Heinz Co KHC has no growth, said Cramer. He is a seller.
Switch Inc SWCH is good, but Cramer prefers CyrusOne Inc CONE. He likes growth and yield, but he doesn't see those things in Switch.
Cramer needs the infrastructure bill to like US Concrete Inc USCR.
The cannabis sector is under heavy pressure and Cramer wouldn't buy Aurora Cannabis Inc ACB.
Cramer would own Microsoft Corporation MSFT.
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