Jim Cramer's Mad Money Review

Buy Syngenta (SYT), Jim Cramer said on CNBC's "Stop Trading!" segment Monday.
Cramer said the Swiss agriculture company has been welcomed in Europe, unlike American companies. "I always felt that Europe had been very inhospitable to American biotechs," he said, calling Syngenta "one that they embrace." The stock is a "great buy," he said.
Cramer pointed out that Syngenta is off its highs. Because Bunge (BG), Monsanto (MON) and Syngenta all trade alike, "Anytime you get a discount in one, I'd pull the trigger," he said.
In energy, Cramer recommended ABB Ltd. (ABB). Cramer said that presidential candidate John McCain has left nuclear power as "really the only option" he supports. "ABB is the nuclear company from around the globe," he said.
Cramer said that Deutsche Telekom (DT) ought to acquire Sprint Nextel (S). With "no growth" and a 7% yield, Cramer said, Deutsche Telekom should take advantage of Sprint's install base. "They need growth to get this thing energized," he said. "I don't know what the holdup is."
Of BP (BP), Cramer said that American investors are impressed with the company's new management. He said that BP's 4% yield is safe.

Labels: ABB, BG, BP, DT, Jim Cramer, MON, S, Stop Trading, SYT

Shaw Group (SGR), ABB (ABB)
Infrastructure is one of Cramer's favorite bull markets, and nuclear energy, particularly for emerging economies like India and China, is the sweet spot. Cramer's pick in this sector is Shaw Group, which reported a "beautiful quarter" with a 40% increase in revenue and a backlog of projects which is up 57% since last year and is triple the size of the company. Cramer prefers Shaw to ABB and added, "Given its diminutive size, I would be shocked if it was independent a year from now. But anyhow we like this one for the long haul."
Good as Gold: Yamana (AUY) Barrick (ABX)
Cramer reiterated his two favorite gold picks, Barrick and Yamana, as insurance against inflation. He stressed these are stocks to hold onto and should not be sold if one doesn't see immediate results. He noted AUY has a large mine in China, and ABX succeeds finding and producing more gold when other companies in the sector have stalled.
Sell Block: Peabody Energy (BTU), Massey Energy (MEE), Arch Coal (ACI), International Coal (ICO), Apache (APA), XTO Energy (XTO) Andarko (APC), ConcoPhillips (COP)
King Coal has been dethroned by a recent bill in Congress which threatens to raise dramatically the costs of burning the fuel, and will render stocks in the sector as "untouchable." While investors have been "coining money" with BTU, Cramer would sell the stock, as well as MEE, ACI and ICO. At the same time, Cramer declared "2008 is going to be the year for natural gas," and recommended buying XTO, APC, APA and COP.
CEO Interview: Matthew O'Connell, GeoEye (GEOY)
Matthew O'Connell announced the launch of the company's third satellite, and mentioned Boeing, General Dynamics and ITT participated in the production and launch of the satellite. "We paid up to get a great team," said O'Connell. Cramer said GEOY is and will remain a great speculative stock.
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Labels: ABB, ABX, ACI, APA, APC, AUY, BTU, COP, GEOY, ICO, Jim Cramer, Mad Money, MEE, SGR, XTO

FMC Technologies (NYSE: FTI - News): 'It's pulled back a dollar. I like the group. I like FTI'.Rite Aid (NYSE: RAD - News): 'I want to pull the trigger right there! I think that's a great situation!'EMC (NYSE: EMC - News): 'The stock just takes off, and now it seems the stock is at $19.05. I think it goes to $23. It's not too late to pull the trigger on EMC.'TJX (NYSE: TJX - News): 'I think TJX is one you want to own after the quarter.' Costco (COST - Cramer's Take - Stockpickr - Rating), Costco (NasdaqGS: COST - News): 'Can I also point out that Costco was down today, and I think COST is just a classic situation.'Siemens (NYSE: SI - News): 'I'm surprised the stock was down badly... I like that stock. I like the German market. It's the strongest in the world among developed countries... I want to buy some.'Schlumberger (NYSE: SLB - News): 'But SLB, at 17x earnings, is way too cheap.'Conco Philip (NYSE: COP - News): 'I've been buying that one for my charitable trust... I think, down below $80, that's perfect.'Corning (NYSE: GLW - News)First Solar (NasdaqGM: FSLR - News): 'Nice pullback after a really good quarter. With oil staying high, that's the one I want to be in. 'Arris Group (NasdaqGS: ARRS - News): 'That was terrific. I think ARRS is a good place to be. I don't want you to leave it. I want to stick with that.'ABB (NYSE: ABB - News): 'They're the best in that business.'Gentiva Health Services (NasdaqGS: GTIV - News): 'This is the home healthcare story that I like very much.'Sears Holdings (NasdaqGS: SHLD - News): 'I say, you know I'm sticking with Eddie. I own it for my charitable trust... I refuse to quit on it. I refuse to quit, because he's a winner, and he's made me money.'TBS International (NasdaqGM: TBSI - News): 'I like Expeditors in that category. I think that's a better one... 'Goldman Sachs (NYSE: GS - News): 'Everybody hates Lloyd Blankfein. They think he's an idiot. They think my alma mater's moronic... I don't know. I'd like to buy the stock here.'
Bearish calls:
Harley-Davidson (NYSE: HOG - News): 'This stock has finally broken down from that $60 level... I think it's headed lower. I don't want to be there... Sell, sell, sell... I think you should sell it.'Optium (NasdaqGM: OPTM - News): ' ... that has been a tough one.'Evergreen Solar (NasdaqGM: ESLR - News): ' I'm going to have nix that one. Sell, sell, sell!... 'USEC (NYSE: USU - News): 'I don't want to own uranium. I think uranium is too far out in the future.'WCI Communities (NYSE: WCI - News): 'I looked at the balance sheet and I don't like it. Why don't I leave it at that. Sell, sell, sell....'
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Labels: ABB, ARRS, COP, COST, EMC, FSLR, FTI, GLW, GS, GTIV, Jim Cramer, Lightning Round, RAD, SHLD, SI, SLB, TBSI, TJX

Bullish calls:
Eagle Materials (NYSE: EXP - News): ' EXP could be acquired ... it's been public for two years. It is a great cement company ... If this stock were ever to pull back, oh yeah ('mon-back sound), you get the picture.'Marvell Technology (NASDAQ: MRVL - News): ' Now, the company did have the options problem ... I think this could be one of the biggest stocks for 2007, and I want you to buy, buy, buy! Because this company has it all and it's been cut almost in half ... Two thumbs up, way up.'Chesapeake Energy (NYSE: CHK - News): 'Holy cow, can you believe that Aubrey, the CEO - they nailed that stock at $32.25. They sold stock. Now, it's come down to $30.70 ... I think downside is minimal. I guess what I'm saying is, pull the trigger.'Mueller Water Products (NYSE: MWA - News): 'This stock is dirt cheap. That's a regular, consistent business. I again say pull the trigger. I say two thumbs up.'Grey Wolf (AMEX: GW - News): 'I think that GW is good on its own merits, but I do not look for a takeover ... buy it.'Cisco (NASDAQ: CSCO - News): 'This stock is going higher. It's going to $30. That could just be a stop to $32. And I like CSCO here. I would buy it here if I did not own it.'Apple (NASDAQ: AAPL - News): ' ... below $85, I still want to buy the stock. I'm not backing away. In fact, I will make the statement that I think the bears are leaning on AAPL. And bears, pay attention, open season is coming.'Goldman Sachs (NYSE: GS - News): 'GS is being kept down by the option expirations. Starting to move up. It's up 3. I think that one's going to $300... It is cheaper than MS and it is better.'Halliburton (NYSE: HAL - News): 'You don't need to be in that specialty small-cap oil service. You go with HAL!'ABB (NYSE: ABB - News): 'ABB is the primary nuclear power builder ... I say ABB, at $17.50, is not done going up. That stock is headed to $20. I want to stick with that stock.'
Bearish calls:
Morgan Stanley (NYSE: MS - News): '52-week high. Earnings coming tomorrow. No on buying.'Southern Copper (NYSE: PCU - News): 'The price of copper's coming down, my friend. What an opportunity to take a little off the table. I know the dividend is terrific at 9%, but bulls make money, bears make money, and hogs - they get slaughtered.'PeopleSupport (NASDAQ: PSPT - News): ' ... these companies that are outsourcing business, frankly, have nothing proprietary. This stock is at its 52-week high. It does have good growth, but you know what? (ring the register sound)...'Allis-Chalmers Energy (AMEX: ALY - News): 'No, no, no ... even though GS said buy it ... No! You don't need to be in that specialty small-cap oil service. You go with HAL.'
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Labels: AAPL, ABB, ALY, CHK, CSCO, EXP, GS, GW, HAL, Jim Cramer, Lightning Round, Mad Money, MRVL, MS, MWA, PCU, PSPT