From a recent Mad Money show:"This is an all mineral company and I cannot touch it until I see how the Chinese stimulus shakes out."

The green basket included such stocks as First Solar (FSLR), Foster Wheeler (FWLT), Shaw Group (SGR), MEMC Technologies (WFR), BorgWarner (BWA), TetraTech (TTEK), OM Group (OMG) and Fuel-Tech (FTEK).

This emissions play is up a relatively paltry 11% in the last year. The stock was down as much as 26% but then recovered and Cramer said anyone who owns OMG should count their blessings and take profits now. The company makes the chemicals used in hybrid-car batteries and is heavily dependent on the price of cobalt. The combination of a terrible auto industry and weak cobalt prices makes this stock a “don’t buy” to Cramer.

"OM Group (OMG) has been "the dog of the green group," he said. It went down 5% since April because of uncertainties regarding its pricing. And although its recent quarter was "really good," he said he's not going to be too aggressive in recommending it."

income, growth

Critical supplier of cobalt (and copper) and a significant take-over target in the consolidating mineral and mining stocks

1.50 to 4.50

Minerals

Metals

Recommended by Charles Schwab and to gain exposure in specialty chemicals area