Jim Cramer's Mad Money Review

Freeport-McMoRan (NYSE: FCX - News): 'A lot of people were shaking today when it was down $4. That was a mistake. The quarter was a thing of beauty. ... I think you should stay in FCX. Copper and gold? We need 'em both.'Celgene (NasdaqGS: CELG - News): 'Buy some Celgene!'Schlumberger (NYSE: SLB - News): 'This company is the best in show. I gotta tell you something. It ain't done. You know what this company is? It's $80 going to $120. ... Get some Schlumberger.'Ford (NYSE: F - News): 'Go buy the Ford preferred. Don't buy the common.'Bank of America (NYSE: BAC - News)Citigroup (NYSE: C - News)Hologic (NasdaqGS: HOLX - News): 'It has to close this deal. Until it closes this deal, you're not going to get the ramp that you want. ... This is going to own women's diagnostics. They're going to own it, and when they do, this stock is going to go up huge.'Dominos Pizza (NYSE: DPZ - News): 'It reported this great quarter. ... Remember, just up $2 almost. I prefer to buy it under $20. Be patient.'Tata Motors (NYSE: TTM - News): 'I'm going to give this only a lukewarm buy up here.'Accenture (NYSE: ACN - News)Trinity Industries (NYSE: TRN - News): ' I like Trinity because I like rails. When you think of rails, you think of a company that makes rail cars. That's Trinity.'Leucadia National (NYSE: LUK - News): 'It's just a couple of guys that run money. They do a good job. ... I'm never going to dis them.'Brookfield Asset Management (NYSE: BAM - News)Nike (NYSE: NKE - News)Caterpillar (NYSE: CAT - News): 'You need to be in Caterpillar.'Terex (NYSE: TEX - News)
Bearish calls:
Human Genome Sciences (NasdaqGM: HGSI - News): 'Don't mess with Human Genome Sciences. Buy some Celgene.'ING (NYSE: ING - News): 'That's a bank I don't really care for.'Spartan Motors (NasdaqGS: SPAR - News): 'This was a great trade. It has since turned into a bad one, and I've gotta tell you, bad ones don't come back. ... I don't want to own this anymore.'Joy Global (NasdaqGS: JOYG - News): 'Too levered to coal. That was a nasty, ugly quarter. I can't sugarcoat it.'Nokia (NYSE: NOK - News): 'Do I like Nokia? Absolutely. Do I think that you're being a hog? Absolutely. You're selling half tomorrow morning, my friend.'

Published by SeekingAlpha

Labels: ACN, BAC, BAM, C, CAT, CELG, DPZ, F, FCX, HGSI, HOLX, ING, Jim Cramer, Lightning Round, LUK, NKE, SLB, TEX, TRN, TTM

Bullish calls:
Huron Consulting Group (NasdaqGS: HURN - News): '....at its 52-week high...that one's got the mojo.'Accenture (NYSE: ACN - News): ' I think it's cheaper. I think it's better (than Infosys.)'Infosys Technologies (NasdaqGS: INFY - News): 'I think that that's a good one.'Monster Worldwide (NasdaqGS: MNST - News): 'The major newspaper companies are so hurting and so desperate ... They should pull the trigger, and you should pull the trigger.'Hasbro (NYSE: HAS - News): 'You've got to pull the trigger at Hasbro.'Mattel (NYSE: MAT - News): 'Hasbro and Mattel are cash machines. They make a ton of money. They are consistent growers.'Syneron Medical (NasdaqGS: ELOS - News): 'Everyone gave up on it, and I said stick with it. I truly and genuinely believe that their lasers are superior... I'm sticking with ELOS.'Guidance Software (NasdaqGM: GUID - News): 'We like that here, and I'm not gonna back away from it ... even though it's at $13.'
Bearish calls:
Disney (NYSE: DIS - News): 'They're doing a terrific job ... not exciting enough for this guy, so I'm going to go with some Don'tBuy action.'Charter Communications (NasdaqGM: CHTR - News): ' Now the stock's starting to come back down. ... When it gets to $3.60, $3.70, I'm right back in Charter.'
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Labels: ACN, CHTR, DIS, ELOS, GUID, HAS, HURN, INFY, Jim Cramer, Lightning Round, MAT, MNST

Accenture (NYSE:ACN - News) beat earnings late Tuesday with $0.47 EPS over an expected $0.42 EPS. ACN's PowerRating is 6.
Arrow International (NasdaqGS:ARRO - News) missed earnings Tuesday afternoon; analysts were looking for $0.36 EPS, but the company announced $0.32 EPS. ARRO's PowerRating is 6.
It was reported that Sanofi-Aventis (NYSE:SNY - News) could be eying a partnership with Bristol-Meyers Squibb (NYSE:BMY - News). SNY's PowerRating is 4, and BMY's PowerRating is 5.
Paychex (NasdaqGS:PAYX - News), Resources Connect (NasdaqGS:RECN - News) and Sonic (NasdaqGS:SONC - News) all report on Wednesday after the market closes, so watch for heightened price action and volume ahead of the bell. PAYX's PowerRating is 6, RECN's PowerRating is 4 and SONC's PowerRating is 4.
PowerRatings are courtesy of PowerRatings.net

Labels: ACN, ARRO, BMY, Hot Stocks, PAYX, RECN, SNY, SONC

Bullish calls:
Cleveland-Cliffs (NYSE: CLF - News): 'Cheap, cheap, cheap, cheap, cheap! This is an iron pellet company, and there is a worldwide shortage of iron ... I believe that CLF - if it does not get the stock higher - will be purchased by another company - buy buy buy!'Vodafone (NYSE: VOD - News): 'I think the 3% yield, plus the incredible assets it has in Europe yields a buy, and I would buy the stock.'Gilead Sciences (NasdaqGS: GILD)Celgene (NasdaqGS: CELG): 'I've got the CELG at $55.'Genzyme (NasdaqGS: GENZ)Infosys Technologies (NasdaqGS: INFY): 'You know that's one of my favorite outsourcing companies! Now there are a lot of people who won't want to put money in Bangalor... I think those people are short-sighted.'Accenture (NYSE: ACN - News): ' ... you could always do ACN, ahead of next week's quarter, which I think will be good.'Six Flags (NYSE: SIX - News): 'They reported a quarter that everyone said was bad. And did the stock blink an eye? Absolutely not. I am with you. I believe the comparisons will be really easy for SIX. Pull the trigger my friend.'Sun Microsystems (NasdaqGS: SUNW): 'I think SUNW is okay. This is a new position for me. I have historically disliked SUNW... At $6 bucks, I don't know... enough hate is enough. They've got a new CEO. They've got a KKR shareholder. I think there's a lot of ways to win. $1 down, $3 up.'Indevus Pharmaceuticals (NasdaqGM: IDEV): 'I recommended IDEV... and it is still ramping... but it's a little $6 stock, so I'm not going to push it hard here. They've got a lot of compounds... I would take a shot. It's a flyer. It's a speculative name.'Apple (NasdaqGS: AAPL): 'If it's going to $100 and beyond, I don't think $93 is a bad level, but let's do it this way: Let's buy 25 shares, with the hope it comes in so we can get our 100 shares in... I think iPhone is going to be gigantic. 'Amgen (NasdaqGS: AMGN): 'I say buy it here with a minimum risk/reward. Maybe even do it in deep-in-the-money in options.'
Bearish calls:
Boston Scientific (NYSE: BSX - News): ' We pulled the trigger, and told people to sell at $18, and I am not changing my mind. I still don't like BSX, even down here at $15. Sell, sell, sell!'Baidu.com (NasdaqGM: BIDU): 'I can never trust the communist Chinese communists to allow a free-speech internet to be able to prosper... which is why I refuse to endorse BIDU. Don't buy, don't buy.'Pozen (NasdaqGM: POZN): ' Too dicey, ever since they did that migraine game... I've got the CELG at $55. That's better. I like the GILD better too. And let's not forget GENZ!Nokia (NYSE: NOK - News): 'NOK is falling apart.'Motorola (NYSE: MOT - News): 'MOT is competely and utterly just (house of pain)।'
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Labels: ACN, AMGN, BIDU, BSX, CELG, CLF, GENZ, GILD, IDEV, INFY, Jim Cramer, Lightning Round, Mad Money, MOT, NOK, POZN, SIX, SUNW, VOD

Game Plan for Next Week: Brocade (NasdaqGS: BRCD), Apple (NasdaqGS: AAPL), Hewlett-Packard (NYSE: HPQ - News), Phillips-Van Heusen (NYSE: PVH - News), CarMax (NYSE: KMX - News), Accenture (NYSE: ACN - News) and DSW (NYSE: DSW - News), Movado (NYSE: MOV - News)
Cramer suggested buying Brocade ahead of an analysts meeting on Thursday during which it is expected to raise its estimates. Although Cramer does not usually recommend Cisco's competitors, the stock should rise after the meeting and he predicts Cisco might buy BRCD. While he likes BRCD as a trade, the only tech stocks good for investments are AAPL and HPQ. Cramer expects strong earnings reports next week from PVH, KMX, ACN and DSW. Cramer's top stock next week is MOV which he thinks will deliver a "substantial upside surprise."
Good and Bad IPOs Photowatt, eTelecare with stock First Solar (NasdaqGM: FSLR)
Cramer discussed two companies which are going public next week, one to pay attention to and one to avoid. Concerning Photowatt, which will trade under PHWT, Cramer says "We have had way too many solar stocks come public and there's not enough demand, even with the hype that surrounds solar... Avoid it at any price." He suggested FSLR for those who want a solar stock. However, Cramer thinks eTelecare, an outsourcing company based in the Philippines "the next great, outsourcing center," might be a good stock. It is expected to trade under the symbol ETEL from between $12.50 and $14.50. Cramer would not pay more than $15 and urged, "please buy it carefully."
Freeport-McMoRan (NYSE: FCX - News)
FCX is now a "happy oligopoly" after having merged with Phelps Dodge and has cornered copper, comments Cramer, who says its a "screaming" buy. FCX is a "terrific hedge against inflation" and is in "tremendous demand." Its secondary offering was priced at 41 million shares and FCX rose $1. Cramer notes that FCX is a well-liked stock which will continue to go up. While analyst estimates are not high, Cramer predicts FCX will provide "blow away" numbers. He adds that while demand for copper has declined in the U.S., it is a sought-after mineral in China. Cramer sees this $62 stock going to $100.
Mad Mail: Altria (NYSE: MO - News), Kraft Foods (NYSE: KFT - News), Dean Foods (NYSE: DF - News)
When asked how MO holders can lessen the risk of a downside from KFT after it is spun off, Cramer suggests buying MO's "when-issued shares।" However, he added, "Kraft will be added to the S&P 500 so there's a very good chance it won't go down at all." Cramer would stay with DF which should go up again.
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Labels: AAPL, ACN, BRCD, DF, DSW, FCX, HPQ, Jim Cramer, KFT, KMX, Mad Money, MO, MOV, PVH

Outsourcing Winners: Accenture (NYSE: ACN - News), Electronic Data Systems (NYSE: EDS - News), Infosys Technologies (NasdaqGS: INFY) and Wipro (NYSE: WIT - News)
Sporting a referee's uniform, Cramer placed four of the best outsourcing consulting firms in a competition to determine which is the best investment. In the right corner were U.S. companies ACN and EDS with a combined annual revenue of $39.5 billion, and in the left corner were Indian challengers INFY and WIT with a total yearly revenue of $5.6 billion. Putting the politics of outsourcing aside, Cramer says that these companies have a "huge market" since many new businesses are in need of original strategies. On the American team, Cramer thinks that ACN is best of breed because it has a top notch business, "record utilization levels" and strong growth to 12.9% from the 6.4% in the previous quarter. On the Indian team, Cramer likes Infosys, because it has "some baked-in underpromise, overdeliver Indian-style potential," has 10,000 hires completing training, and is getting its China business moving; Cramer calls this "a recipe for better-than-expected numbers." He likes Infosys' low 12% attrition rate, which is an important metric for an outsourcing firm. Wipro's attrition rate is higher, but he would still pay attention to its earnings on Wednesday. While Cramer prefers the Indian team for their "overall prospects," his favorite two companies are Accenture for its consulting business and Infosys for its growth.
Related: Hans E. Wagner expects continued growth for Accenture.
CEO Interview: Ronald Hermance Hudson City Bancorp (NasdaqGS: HCBK)
Cramer asked Ronald Hermance how his comany is thriving in spite of negativity surrounding banking. "Quite candidly, our model sets us apart," Hermance responded. "The reason we've outlasted in most credit cycles is that we're retaining all our mortgages and not selling them to the secondary market." The result has been solid credit quality in the third quarter, and he added that HCBK has not had a net charge off in seven years. Impressed by this statement, Cramer added that Hudson City is "basically only lending to people that don't need a loan but are taking one out for a mortgage deduction." He recommnended the stock to investors who want a no-risk banking play.
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Labels: ACN, EDS, HCBK, INFY, Jim Cramer, Mad Money, WIT

10:00 am : Equities are still on the offensive as the bulk of industry leadership remains positive. However, while eight out of 10 sectors are trading higher, Energy pacing the way with only a 0.3% advance on what is expected to be a low-volume session ahead of the holiday weekend lends little conviction on the part of buyers. Consumer Staples ranks a close second following upside surprises from the likes of ConAgra (CAG 27.96 +1.11) and General Mills (GIS 58.89 +0.90), both of which are at new 52-week highs. Albeit not a sector component, Rite Aid (RAD 5.51 +0.14) swinging to a profit in Q3 leaves Drug Retail as one of this morning's best performing S&P industry groups. The absence of leadership from the Tech sector, following sales warnings from Jabil Circuit (JBL 24.55 -2.01) and PMC-Sierra (PMCS 6.68 -0.21), is contributing to the market's inability to move more aggressively to the upside. DJ30 +8.49 NASDAQ +2.53 SP500 +1.81 NASDAQ Dec/Adv/Vol 958/1562/152 mln NYSE Dec/Adv/Vol 1013/1629/70 mln
09:40 am : The market opens on an upbeat note as falling oil prices and a relatively encouraging batch of earnings reports help investors look past a downward revision to Q3 GDP. Before the bell, the Commerce Dept. showed that the U.S. economy grew at a slower pace (2.0%) than previously estimated (2.2%), marking the weakest quarter since Q4 of last year when the economy expanded at a 1.8% annual rate. Fortunately for the bulls, the dated nature of the report and the forward-thinking of the market have so far left investors more interested in the current strength of the economy and a focus on forecasts for 2007. DJ30 +10.28 NASDAQ +4.33 SP500 +1.96 NASDAQ Vol 78 mln NYSE Vol 40 mln
09:15 am : S&P futures vs fair value: +1.5. Nasdaq futures vs fair value: +1.5.
09:00 am : S&P futures vs fair value: +1.0. Nasdaq futures vs fair value: +1.5. S&P 500 and Nasdaq 100 futures continue to trade above fair value, but both contracts clinging to their positive bias leave little confidence that stocks will get back on the buying track following yesterday's breather. With the market having already sifted through most of the earnings news, investors may be waiting for today's Philly Fed data (12:00 ET) and testimony from Richmond Fed President Jeffrey Lacker (1:00 ET) to shed some more light on economic growth.
08:35 am : S&P futures vs fair value: +1.4. Nasdaq futures vs fair value: +2.5. The final read on Q3 GDP was surprisingly revised lower to 2.0% (consensus 2.2%) while the accompanying chain deflator -- a key measure on inflation -- ticked up slightly to 1.9% (consensus 1.8%). Initial claims rose 9K to 315K. However, given the dated nature of the GDP data, as well as the latest read on labor conditions merely matching economists' forecasts, neither report has had much influence on trading so far. Bonds, which were flat ahead of the report remain relatively unchanged; the 10-yr note is up 1 tick to yield 4.58%.
08:00 am : S&P futures vs fair value: +2.0. Nasdaq futures vs fair value: +1.0. Early indications are pointing to a slightly higher start for stocks. A pullback in oil prices and a batch of better than expected earnings results (e.g. NKE, CAG, GIS, PAYX, and ACN) are contributing to the positive disposition. However, with economic data returning to the forefront after a one-day hiatus, there is little conviction on the part of buyers as investors preoccupied with the pace of economic growth await the final read on Q3 GDP. Also hitting the wires at 8:30 ET, and possibly helping to set a more definitive tone to trading, will be weekly jobless claims that were compiled during the same week as the closely-watched payrolls report.
06:17 am : S&P futures vs fair value: +2.2. Nasdaq futures vs fair value: +2.5.
06:16 am : FTSE...6192.00...-6.60...-0.1%. DAX...6582.49...-4.42...-0.1%.
06:16 am : Nikkei...17047.83...+36.79...+0.2%. Hang Seng...19222.84...-17.28...-0.1%.
Source: Briefing.com

Labels: ACN, CAG, GIS, JBL, NKE, PAYX, PMCS, RAD

Here are 7 stocks for traders for Thursday from TradingMarkets.com:
Accenture (NYSE:ACN - News) beat earnings Wednesday afternoon, announcing $0.46 EPS over an expected $0.42 EPS. ACN's PowerRating is 6.
Cognos (NASDAQ:COGN - News) beat earnings after the close Wednesday with $0.48 EPS over an expected $0.43 EPS. COGN's PowerRating is 6.
Finish Line (NASDAQ:FINL - News) beat earnings on Wednesday afternoon; analysts were expecting -$0.08 EPS, but FINL came out with -$0.06 EPS. FINL's PowerRating is 6.
Nike (NYSE:NKE - News) barely beat earnings this afternoon, announcing $1.15 EPS over a consensus of $1.13 EPS. NKE's PowerRating is 6.
Paychex (NASDAQ:PAYX - News) also barely beat with $0.35 EPS over an expected $0.34 EPS. PAYX's PowerRating is 5.
General Mills (NYSE:GIS - News) reports earnings on Thursday before the bell; look for $1.03 EPS. GIS's PowerRating is 5.
Rite Aid (NYSE:RAD - News) reports quarterly earnings Thursday morning before the bell, with analysts expecting -$0.01 EPS. RAD's PowerRating is 8.
PowerRatings are courtesy of PowerRatings.net

Labels: ACN, COGN, FINL, GIS, NKE, PAYX, RAD