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Cramer's Top Stock Picks: FDX CAT ORCL QLIK MLNX ULTA

Tickers in this article: CAT FDX MLNX ORCL QLIK ULTA
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NEW YORK (TheStreet) -- Here are some of the hot stocks Jim Cramer talked about on Thursday's "Mad Money" on CNBC:

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FedEx , Caterpillar and Oracle : Cramer said these three stocks are perfect examples of why he's turning cautious on the markets going into the weekend.