On CNBC's "Mad Money Lightning Round," Jim Cramer said he likes Weyerhaeuser Co (NYSE:WY) a lot.
When asked about Lockheed Martin Corp (NYSE:LMT), he said, "People are worried about the Republicans and defense budget. I'm worried about the Ukrainians and defending them, and I think Lockheed Martin plays a key role."
Cramer said he likes MPLX LP (NYSE:MPLX), "I like the cash flows. I like the pipelines," he added.
"I want you to hold on, " Cramer said, when asked about Dow Inc (NYSE:DOW). "Keep it at a 5% yield, buy some more if it goes 5.5%."
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The "Mad Money" host prefers Sempra Energy (NYSE:SRE) over National Fuel Gas Co (NYSE:NFG) at this point.
When asked about ABM Industries Inc (NYSE:ABM), he said, "You've got a real winner there."
"I wish it would be cheaper," Cramer said when asked about Waste Management, Inc. (NYSE:WM).
Cramer said Enphase Energy Inc (NASDAQ:ENPH) is the "perfect way to be able to play the Inflation Reduction Act."
When asked about Sun Country Airlines Holdings Inc (NASDAQ:SNCY), Cramer said, "Why do we have to fool around in that when we've got United Airlines Holdings Inc (NASDAQ:UAL)?"
"As long as you understand that this is a speculative stock and you could lose some money in it, it's fine by me," Cramer said about Dynavax Technologies Corporation (NASDAQ:DVAX).
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