recommends Annaly Capital Management (NLY) and believes the co is positioned correctly during the subprime-mortgage crisis. He claims NLY isn't as exposed to credit risk as the other subprime lenders that have been hurt. Next, he suggests Sappi (SPP) is the "big winner" from the new antisubsidy and antidumping tariffs the U.S. has imposed on coated free paper from China. Over the long term, Cramer believes, this South African paper co won't be able to compete against its Chinese competitors.
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