For growth, utility expert Roger Conrad likes Comcast Corp. (NASDAQ: CMCSA), while for income, he picks the cable firm's dividend-paying notes and preferreds.

The editor of The Utility Forecaster explains, "Cash flow and revenue growth of 30%-plus is hardly utility like. But those are the numbers cable communications provider Comcast Corp. put up in the second quarter and has consistently for the past few years."

Best of all, he adds, there's no end in sight to its success. He observes, "The company added 94% more revenue-generating units in the second period than last year, a clear sign sales of its 'triple bundle' of cable TV, broadband Internet and telecom service are still accelerating."

On today's STOP TRADING! segment on CNBC, Jim Cramer said there is instant reaction to a whole group of stocks. MSNT/BA/ADM.....he said it's a fulcrum day and he's extremely bullish.

3 names to discuss are Under Armour Inc. (NYSE:UA) down 7% is one that is OK. It is down because it reaffirmed instead of raised guidance. He expects the drop to shakeout some of the weaker money. He thinks it will be down again tomorrow because there wasn't more accelerated revenue growth. He thinks if you can get it at $43 to $44 then you want look at it.

Comcast Corp. (NASDQ:CMCSA) is down on spending $1 billion more. Cramer said he is actually impressed because it's a real growth story. He is spending his money to grow instead of to buy back stock.

On his favorite Google, Inc. (NASDAQ:GOOG) Cramer said the revenues not accelerating is why people are being shaken out. Cramer said it probably isn't done going down and could fall to $450, but now he says it's capped at $600. In prior shows he has used $650 as his number, so this is a much less bullish Cramer on GOOG than just 3 weeks ago and this was one of his 5 tech exceptions for the year recently when he panned the whole tech sector.