Jim Cramer's Mad Money Review

Buy Deere (DE), Jim Cramer said on CNBC's "Stop Trading!" segment Tuesday.
Cramer pointed to the stock's continued rise as evidence that he's right. "You know why?" he said, "Because the fundamentals trump the analysts." He praised CEO Robert Lane for "making great inroads" with the company. Of sector rival Agco (AG), Cramer said, "I gotta tell you. I think Deere is coming for them. ... I like Deere and I like DuPont (DD)."
Cramer said he liked the stock market's performance today, "given the fact that consumer confidence's been bad." He said he's worried about big gains in Research In Motion (RIMM), a company he recommended on Monday's "Stop Trading!" segment.
"I still like Apple (AAPL), but I don't have a strong thesis on Apple other than I believe in the iPhone," Cramer said.
In the investment management space, Cramer was bearish on Fortress Investment Group (FIG) "I have Wes Edens in my hall of shame," Cramer said. "Everything they've touched has turned to stone. This is a castle in the sand."
Cramer also said he disapproved of Citigroup (C) CEO Vikram Pandit. "What's Pandit doing?" he asked. "Sometimes you've got to take bold action. ... The last four acquisitions that Chuckie Prince did, I would just unwind them."
Published By TheStreet.com

Labels: AAPL, AG, C, CNBC's Stop Trading, DD, DE, FIG, Jim Cramer, RIMM, Stop Trading

Looking at Mattel (MAT), Hasbro (HAS) and Jakks Pacific (JAKK), Cramer said, "This group is dirt cheap." Cramer pointed out that Hasbro is buying back a lot of stock, and said that Jakks is the cheapest on a momentum basis.
Referring to the headlines made over lead paint found in China-made Mattel toys, Cramer jokingly lauded Hasbro's business model. "What a great business. You gotta buy them -- their toys didn't kill anybody!"
For the energy market, Cramer recommended natural gas. "This is so the fuel of the future." He dismissed industry observers' claims that the fuel is unreliable, concluding, "This is a great play when oil gets to $100." He recommended XTO Energy (XTO), Apache (APA), Devon (DVN), and Anadarko (APC) as plays on the sector.
Cramer reiterated his recommendation of Cleveland Cliffs (CLF), reminding viewers, "I started with you at $77. I am still on the case, because it's an independent ... company that can't stay independent."
Of the agriculture boom, Cramer said he would sell the stocks after their upcoming trading move up. "They're too expensive," he said. He recommended viewers listen to Agco's (AG) recent conference call.
Published By TheStreet.com

Labels: AG, APA, APC, CLF, DVN, HAS, JAKK, Jim Cramer, MAT, Stop Trading, XTO

Micron (NYSE: MU - News), Broadcom (NasdaqGS: BRCM), Marvell (NasdaqGS: MRVL): In spite of upgrades from JP Morgan and Deutsche Bank, Cramer would stay away from semiconductors and would not buy tech stocks until the second half of the year. He points to the fact that MU is down 3% and a 1.2% decline in the SOX index of chip stocks as evidence that investors should avoid the sector now. Although he might see the logic of buying Broadcom, given its fall, and Marvell, Cramer cautions that these are strictly long-term investments.Chesapeake (NYSE: CHK - News), Marathon Oil (NYSE: MRO - News), Agco (NYSE: AG - News): Cramer says that CHK is "not my cup of tea" because management has "financed the heck out of it." He doesn't see CHK moving, but predicts that MRO is going up. Finally, on AG's rally, Cramer says that bullishness on ethanol can obscure AG's terrible fundamentals.Published By SeekingAlpha

Labels: AG, CHK, Jim Cramer, Jim Cramer's Stop Trading, MRO, MRVL, MU