More Videos:

Cramer's 6 Stocks in 60 Seconds: SD PAYX AWAY BLK MRK JBL (Update1)

Tickers in this article: AWAY BLK JBL MRK PAYX SD
Check out Jim Cramer's latest trading recommendations on "Action Alerts Plus".

(Updates from 10:08 a.m. ET with closing information.)

NEW YORK (TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Thursday:

SandRidge Energy (SD) sold some key assets and shareholders don't like it, Cramer said. He was more upbeat on Paychex (PAYX) , saying the company's 4% yield pays investors to wait for a turn in hiring.

SD shares closed Thursday down nearly 5% while PAYX was down 2%.

Cramer was also bullish on HomeAway (AWAY) , the bed and breakfast reservation system, as well as BlackRock (BLK) , a stock he said is inexpensive.

Investors apparently agreed. AWAY closed up 5% while BLK was up 1.4%.

The love continued for Merck (MRK) as the company works on better cholesterol drugs. Cramer also likes Jabil Circuit (JBL) , saying the contract manufacturer that may be making a comeback.

MRK was off 3.4% Thursday but JBL jumped 7.4%.

To sign up for Jim Cramer's free Booyah! newsletter, with all of his latest articles and videos, please click here.

-- Written by Scott Rutt in Washington.

To email Scott about this article, click here: Scott Rutt

Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC