Jim Cramer said he does not like the retail and health care sectors right now. He singled out Dollar General (DG) on the retail side.
Cramer said his Action Alerts PLUS charitable trust portfolio holds Costco (COST) stock because it is a membership play. Action Alerts PLUS is scaling out of Walgreens (WBA) , though, he said.
In the age of Amazon (AMZN) , Cramer said he will not embrace a "down and outer."
When it comes to health care, Cramer said there are some standouts that he does like, including UnitedHealth (UNH) and Allergan (AGN) .
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Despite the president's promise of no stimulus until after Nov. 3, there are no signs yet that this is the sort of correlated selling that leads to a deep correction.
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