“On days like today, where the market is selling off, We circle the wagons around the stuff we really like and we sell the stuff we don’t,” Jim Cramer told fans of his “Mad Money” TV show Thursday. Cramer advised investors to raise their cash positions and start looking for stocks they like. He mentioned that the airlines can’t buy planes, so investors are selling out of Boeing (BA) and Honeywell (HON). He explained that investors found out that General Motors (GM) is running out of cash, so they sold Johnson Controls (JCI). Cramer mentioned that gold continues to rally while companies that need money, supply raw goods or cant meet its estimates are sold. Cramer said he doesn’t like the market here, but he does like a few themes. “When Conoco (COP) and Rio (RIO) and even the sacred Potash (POT) go down, I need you to think opportunity, not enemy,” he said. Cramer advised investors to sell Citigroup (C) Washington Mutual (WM), Wachovia (WB), AIG (AIG) Fannie Mae (FNM) and Freddie Mac. “You know I’m fearful about GM and Ford (F),” he said. “You know I don’t like retail homebuilders.” Cramer said that the companies that will rally are companies that offer what’s in short supply and companies that rise in a recession. He said stocks like Chesapeake Energy (CHK), Schlumberger (SLB), Heinz (HNZ) and anything that supplies China with the copper, steel and coal that it needs is to be bought here. Finally, Cramer told investors to raise cash and wait for stocks to go lower and then start picking through the rubble. Wind Stocks are all the rage this year. Read why WNEA may be the single best play in this sector today!