Jim Cramer's Mad Money Review

Bullish calls:
Herbalife (HLF): 'I have switched to Herbalife (HLF) and I am much thinner!' US Bancorp (USB): 'at 4.8% yield, USB... I'd pull the trigger right here! I think they're going to own the mortgage market.' Wells Fargo (WFC) Southern Copper (PCU): 'Skee Daddy likes PCU... no doubt about it.' Freeport McMoRan (FCX): ' if you want a cheaper stock that is off more, because the hedge funds kept dumping it all over the place... it is Freeport McMoRan, which is down a quick $15.' Novartis(NVS): 'Novartis is the play.' Cal-Maine Foods (CALM): 'Yeah, that stock is still cheap. And people don't understand... it's like the only egg producer around there.' Kraft Foods (KFT): 'That's the big dairy play that I like very much, and I'm reiterating that everybody's circling around KFT. Irene Rosenfeld's going to sell some brands. That stock goes from $32 to $35.' Dell(DELL):'It reports later this week. I think it's going to have an upside surprise … I think it reports $30 by the year's end.' Coca-Cola Enterprises (CCE) PepsiCo(PEP): 'PEP, at $68, has still got more upside. Great international growth. Frito Lay turned. Brand new sugar-free Gatorade coming, and great ads last night on Sunday Night Football on NBC.' Toll Brothers (TOL): 'I think is going to bottom, ahead of all the other homebuilders - the only area in this whole country with real estate that is not falling off a cliff.' CACI International (CAI) Raytheon (RTN): 'I like Raytheon more than CAI.' Lockheed Martin (LMT): ' … broke out today.' General Dynamics (GD) American Standard (ASD): 'ASD, in the end, is an inexpensive stock. You know I like the management. But it's got a new CEO. It's no longer going to be Fred Poses. I've got to stick by ASD!' Hudson City Bancorp (HCBK)
Bearish calls:
Blackstone Group (BX): 'I think BX is just the quintessential wrong stock to own.' Fortress Group (FIG) Alvarion (ALVR): 'It's an Israeli wireless company. I really like it…. Let it pull back under $10.' NutriSystem (NTRI):' It's controversial, because there's a very big short position … There are some people who think that NTRI's stuff is not that tasty.' Sanofi-Aventis (SNY) CPI (CPY) Pre-Paid Legal Services (PPD)

Published by SeekingAlpha

Labels: ASD, CALM, CCE, Dell, FCX, GD, HCBK, HLF, Jim Cramer, KFT, Lightning Round, LMT, NVS, PCU, PEP, RTN, TOL, USB, WFC

CFO Interview: Kevin Rauckman, Garmin (NasdaqGS: GRMN - News)
Cramer says its time to "Bernanke-proof" portfolios with growth stocks like Garmin which has seen a 42% earnings growth year over year in its second quarter. Rauckman agreed with Cramer that GRMN could sustain growth in this environment and mentioned the company recently opened a third factory in Taiwan to increase manufacturing capacity. Cramer would buy GRMN, when it pulls back from $91.20 to $85 or $87.
"No Money No Cry"
Dressed up as a Rastafarian, Cramer declared "Every little thing may not be alright," but investors still need to feel the good vibrations, in spite of the fact Bernanke is "willing to nuke the economy" to fight inflation. However, hedge funds are playing a role in the problem, since they have overstated the value of their assets and are "selling anything that moves" to cover their losses. Cramer expects the mess to return later in the month. He added growth stocks will "triumph in the end" and commented, "even the brain-dead" will get their money out of the market, otherwise: "no money, no cry."
Mad Mail: Texas Instruments (NYSE: TXN - News), American Standard (NYSE: ASD - News) and KBR (NYSE: KBR - News)
Cramer would buy TXN because the company is buying back stock "hand over fist", the TXN is not expensive and "tech is seasonably right." Concerning ASD, Cramer says he is not "flummoxed" by the stock's lackluster performance. He added he is bullish on KBR.
Published by SeekingAlpha

Labels: ASD, GRMN, Jim Cramer, KBR, Mad Money, TXN

Bullish calls:
Raytheon (NYSE: RTN - News): 'Raytheon's probably the cheapest.'General Dynamics (GDNorthrop Grumman (NYSE: NOC - News)Lockheed Martin (NYSE: LMT - News)Frontline (NYSE: FRO - News):'Yours is a winner. Frontline is a buy. I see the stock went down today, but, you know, a lot of stocks went down today. That's a good one.'UnitedHealth (NYSE: UNH - News): 'Understand, I've owned this stock for a couple of years for my charitable trust. This is precisely the kind of stock that does well on a slowdown. ... I want to buy the stock.'Norfolk Southern (NYSE: NSC - News): 'Every railroad stock has been killed. ... All of them are owned by very big hedge funds. ... People say to themselves, 'I guess all the hedge funds are getting killed.' That is not true. ... I still like the stock.'Trinity Industries (NYSE: TRN - News): 'When this mortgage mess clears up, I think Trinity comes back. I think that's the kind of stock you buy. ... I'm not backing away."'Nastech Pharmaceutical (NasdaqGM: NSTK - News): 'I would prefer, if you want to speculate, that you speculate with Nastech Pharmaceutical.'American Standard (NYSE: ASD - News): 'I frankly don't know why the market hates it so much. ... I'm stickin' by. It's painful, but I'm stickin' by it.'LKQ (NasdaqGS: LKQX - News): 'I like your company. I would stick with it.'Yamana Gold (NYSE: AUY - News): 'I'll stick with Yamana.'
Bearish calls:
Boston Scientific (NYSE: BSX - News): 'They canceled an IPO. I don't like the balance sheet. This is not my favorite company in the group. Even at $13, I'm going to reiterate that I can't get behind the medical company Boston Scientific.'Spartan Motors (NasdaqGS: SPAR - News)Jones Soda (NasdaqCM: JSDA): 'They missed the quarter. You cannot miss the quarter and be a high-multiple stock. Not only did they miss the quarter -- they missed the last quarter. ... I cannot pull the trigger. ... Jones is in the penalty box.'Limited Brands (NYSE: LTD - News): 'Here's a company that's doing absolutely everything right, but no one cares. My take is this: The Limited is too cheap, but I can't think of a catalyst to turn this stock around.'St. Joe (NYSE: JOE - News): 'I cannot be in the stock. It's just not the place to be.'WCI Communities (NYSE: WCI - News)SuperGen (NasdaqGM: SUPG - News)Coeur d'Alene Mines (NYSE: CDE - News): 'I have never been a fan of Coeur d'Alene. They always issue a lot of stock. They never seem to go anywhere.'
Published by SeekingAlpha

Labels: ASD, AUY, BSX, CDE, FRO, Jim Cramer, JOE, Lightning Round, LKQX, LMT, LTD, NOC, NSC, NSTK, RTN, SPAR, SUPG, TRN, UNH, WCI

Eurovision Stock Contest: Philips Electronics N.V. (NYSE: PHG - News)
Cramer is dedicating a segment this week to European stocks because they are hot right now and, unlike American stocks, are resistant to the rising interest rates in their respective countries. He would not choose an ETF, since they do not contain best-of-breed companies, but are filled with "Eurotrash" he said. Monday's pick is PHG which Cramer says worth 20% more than its current price. In addition, this manufacturer of high-tech gear has a 20% upside, although Cramer warns investors not to pay too much for the stock.
Ride the Wild Bull: Woodward Governor Co. (NasdaqGS: WGOV - News)
Cramer says few have heard of WGOV until now, and the company is getting attention because it has doubled in the past two years. He adds the aerospace cycle is going to be long, and stocks in wild bull markets can double twice. Cramer adds WGOVis also in a double sweet spot because it has one foot in the aerospace sector and one in energy, and it resembles Honeywell and Johnson Controls combined.
Going to Pieces: American Standard (NYSE: ASD - News)
Cramer says he doesn't care about ASD's earnings report on Wednesday, and is interested in ASD because it is getting ready to spin off Wabco, its vehicle systems business, followed by its kitchen and bath business. ASD will then become Trane, a heating, ventilation and air-conditioning company. Cramer thinks its possible a private equity company will swallow ASD whole before the spin-offs, and notes Deutsche Bank has said ASD is worth $70 in spite of its $61 price tag. Cramer predicts the stock will rise $4 in the short-term, and would buy half before ASD reports on Wednesday and half on a decline.
CEO Interview: Bruce Williamson, Dynegy (NYSE: DYN - News)
Bruce Williamson discussed the difficulty of building power plants and how supply is static while demand is increasing. DYN's current power plants will benefit from "rising value and rising economic performance." Cramer said Williamson is a moneymaker and DYN should be valued not just in the short term, but based on all of its plants. "You'll get a much higher price," Cramer said.
Published by SeekingAlpha

Labels: ASD, DYN, Jim Cramer, Mad Money, PHG, WGOV

American Standard (NYSE: ASD - News), Fortune Brands (NYSE: FO - News): Cramer likes ASD and FO as stealth housing plays, but says any pure housing stock is going lower and is "too hard to own."
Coke (NYSE: KO - News): Coke is a great way to play the weak dollar and finally "has the wind at its back," Cramer said; "It is becoming a much-loved stock again." Cramer predicts a significant upside surprise on KO's report next Tuesday, perhaps as high as $55. He also sees the stock reaching $60 if it is successful in Japan, but more gradually, in 18 months.
Mastercard (NYSE: MA - News): Concerning MA's buyback, Cramer says it shows the company's legal problems are in the past and the IPO was priced too low. The company is also allowing some large investors to convert their stakes into shares. Up up 2% at $110, MA should go higher, says Cramer.
Published by SeekingAlpha

Labels: ASD, FO, Hot Stocks, Jim Cramer, KO, MA, Stop Trading

American Standard (NYSE: ASD - News), Fortune Brands (NYSE: FO - News): Cramer likes ASD and FO as stealth housing plays, but says any pure housing stock is going lower and is "too hard to own."
Coke (NYSE: KO - News): Coke is a great way to play the weak dollar and finally "has the wind at its back," Cramer said; "It is becoming a much-loved stock again." Cramer predicts a significant upside surprise on KO's report next Tuesday, perhaps as high as $55. He also sees the stock reaching $60 if it is successful in Japan, but more gradually, in 18 months.
Mastercard (NYSE: MA - News): Concerning MA's buyback, Cramer says it shows the company's legal problems are in the past and the IPO was priced too low. The company is also allowing some large investors to convert their stakes into shares. Up up 2% at $110, MA should go higher, says Cramer.
Published by SeekingAlpha

Labels: ASD, FO, Hot Stocks, Jim Cramer, KO, MA, Stop Trading

Breaking Up is Good to Do: Heinz (NYSE: HNZ - News), Cadbury Schweppes (NYSE: CSG - News), American Standard (NYSE: ASD - News), Clorox (NYSE: CLX - News), ConAgra Foods (NYSE: CAG - News)
Cramer remarks "catalyst shareholder" Nelson Peltz has given valuable advice to HNZ and CSG and on March 15, CSG announced it is breaking up. He comments such a move has been good for other companies such as ASD, and discusses two other companies which could make "a cool 25% on your investment" with a split. He notes private equity firms are looking even at "tired old brands," and thinks Clorox's brand combination "makes no sense whatsoever." In addition, Cramer comments that keeping Conagra's problematic mixture of brands is like making a sandwich out of too many ingredients, and since both companies are in "the sweet spot of value creation" they could successfully spin-off their brands or sell them to private equity firms. Even if CLX and CAG don't split up, they have little downside, are cheap and good stocks to own in an ecomonic downturn, said Cramer.
Benefit of the Doubt: Jim Sinegal, the CEO of Costco (NasdaqGS: COST) and Lawrence Montgomery, CEO of Kohl's (NYSE: KSS - News)Continuing his series on CEOs who deserve the benefit of the doubt, Cramer thinks investors should have faith in Costco's Jim Sinegal, in spite of the stock's decline following the implementation of a stricter return policy. He says although COST may not be finished going down, he would trust Sinegal. Cramer added it is "ludicrous" that Wall Street does not trust Lawrence Montgomery of KSS, since the stores offer quality merchandise at fair prices. While he does not strongly recommend the stock at $75.75, Cramer says to buy KSS once it dips.
Mad Mail: Sirius Satellite Radio (NasdaqGS: SIRI), XM Satellite Radio (NasdaqGS: XMSR), Take-Two Interactive (NasdaqGS: TTWO)
Cramer predicts SIRI will rise to $5 if it merges with XMSR, but if not, it would drop from $3।26 to $1 or $2 and XMSR would be "wiped out." TTWO's numbers are nonexistent, said Cramer who liked the stock but would not buy it, because without a deal, it will go lower.
Published by SeekingAlpha

Labels: ASD, CAG, CL, COST, CSG, HNZ, Jim Cramer, KSS, Mad Money, SIRI, TTWO, XMSR

On the Mend: Viacom (NYSE: VIA - News), Time Warner (NYSE: TWX - News)Cramer says that a broken stock can make a comeback only when the company is prepared to do something drastic to prove that profits are its chief concern. He is bullish on Viacom since it announced that it is cutting 250 jobs at MTV. Cramer compares this scenario to TWX's rise after selling of 18 of its magazines. The mistake Viacom has made, according to Cramer, is that it was being run like a growth company even after it stopped growing, and "became a victim of its own success" by its almost exclusive focus on a younger demographic. Since the company is more concerned about profits than growth, Cramer expects the company will deliver and adds that it is trading at a "big discount."Lamson & Sessions (NYSE: LMS - News), American Standard (NYSE: ASD - News), Home Depot (NYSE: HD - News)Cramer discussed the "damned up flood of money in private-equity firms" and commented that if he were working at a private equity firm, he would want to buy LMS which is a gift at $28.25. Since the raw cost of PVC piping, one of LMS' products, is "dropping like a rock," the company should benefit, and its shortfall has already been priced into the stock. LMS is part of Cramer's "private equity dream" which includes ASD's plumbing business and HD's building and supply company. If a private-equity company purchases these three, it can form a "plumbing and construction powerhouse" that could go public in a few years.Hit or Miss: Whirlpool (NYSE: WHR - News), General Electric (NYSE: GE - News)Cramer cited a Financial Times article reporting the most earnings misses this quarter since the third quarter of 2004, but he said that an earnings miss is not a reason to sell a stock, but can even be an incentive to buy or to hold, since most of the time, a poor report is already baked into the stock, as was the case with WHR. Cramer likes WHR because it and GE have a "virtual monopoly" on washers and dryers and that it has integrated its acquisition Maytag well. Cramer warned viewers not to buy after hours or before doing research on the stock.CEO Interview: Michael Wilson, Agrium (NYSE: AGU - News)Cramer commented that while many fertilizer companies see "capacity come on and new plants being built," he doesn't notice the same thing happening with AGU. Michael Wilson responded that progress has been slow since few anticipated the tight market, and the company hasn't been building new plants. However, fertilizer demand "is a major global phenomenon," he added, and the company already has 500 retail stores. Cramer is bullish on Agrium because he believes in the agricultural complex.
Published By SeekingAlpha

Labels: AGU, ASD, GE, HD, Jim Cramer, LMS, Mad Money, TWX, VIA, WHR

On the Mend: Viacom (NYSE: VIA - News), Time Warner (NYSE: TWX - News)Cramer says that a broken stock can make a comeback only when the company is prepared to do something drastic to prove that profits are its chief concern. He is bullish on Viacom since it announced that it is cutting 250 jobs at MTV. Cramer compares this scenario to TWX's rise after selling of 18 of its magazines. The mistake Viacom has made, according to Cramer, is that it was being run like a growth company even after it stopped growing, and "became a victim of its own success" by its almost exclusive focus on a younger demographic. Since the company is more concerned about profits than growth, Cramer expects the company will deliver and adds that it is trading at a "big discount."Lamson & Sessions (NYSE: LMS - News), American Standard (NYSE: ASD - News), Home Depot (NYSE: HD - News)Cramer discussed the "damned up flood of money in private-equity firms" and commented that if he were working at a private equity firm, he would want to buy LMS which is a gift at $28.25. Since the raw cost of PVC piping, one of LMS' products, is "dropping like a rock," the company should benefit, and its shortfall has already been priced into the stock. LMS is part of Cramer's "private equity dream" which includes ASD's plumbing business and HD's building and supply company. If a private-equity company purchases these three, it can form a "plumbing and construction powerhouse" that could go public in a few years.Hit or Miss: Whirlpool (NYSE: WHR - News), General Electric (NYSE: GE - News)Cramer cited a Financial Times article reporting the most earnings misses this quarter since the third quarter of 2004, but he said that an earnings miss is not a reason to sell a stock, but can even be an incentive to buy or to hold, since most of the time, a poor report is already baked into the stock, as was the case with WHR. Cramer likes WHR because it and GE have a "virtual monopoly" on washers and dryers and that it has integrated its acquisition Maytag well. Cramer warned viewers not to buy after hours or before doing research on the stock.CEO Interview: Michael Wilson, Agrium (NYSE: AGU - News)Cramer commented that while many fertilizer companies see "capacity come on and new plants being built," he doesn't notice the same thing happening with AGU. Michael Wilson responded that progress has been slow since few anticipated the tight market, and the company hasn't been building new plants. However, fertilizer demand "is a major global phenomenon," he added, and the company already has 500 retail stores. Cramer is bullish on Agrium because he believes in the agricultural complex.
Published By SeekingAlpha

Labels: AGU, ASD, GE, HD, Jim Cramer, LMS, Mad Money, TWX, VIA, WHR

On The Up and Up: Boeing (NYSE: BA - News), Ingersoll Rand (NYSE: IR - News), Caterpillar (NYSE: CAT - News), Black & Decker (NYSE: BDK - News), American Standard (NYSE: ASD - News), Alliant Tech (NYSE: ATK - News), Whirlpool (NYSE: WHR - News), Cisco (NasdaqGS: CSCO), VF Corp. (NYSE: VFC - News), Disney (NYSE: DIS - News), Bunge (NYSE: BG - News), Curtiss-Wright (NYSE: CW - News)
Cramer suggested that one should "buy high, sell higher" and recommnended stocks for which the new law of physics is "What goes up the first day must go up again and again;" BA IR, CAT, BDK, ASD and ATK. Cramer's "best bet" for the coming week is WHR since it has a "near monopoly" but low expectations, and at $92.35, he thinks the stock could go at least to $120. Cramer also likes CSCO, which is also faced with low expectations, and VFC. He added that DIS should see another rally and Bunge is ready for a comeback. In addition, CW should get a bounce from its earnings report on Thursday.
Related: Whirlpool recently sold its Hoover division.
Contrarian Stocks: Yahoo! (NasdaqGS: YHOO), Google (NasdaqGS: GOOG), eBay (NasdaqGS: EBAY)
Cramer comments on the seeming illogic of Yahoo and eBay's rise and Google's fall, but explains that it is a case of accelerating versus decelerating growth. Yahoo and eBay are both "broken stocks", but with Yahoo's Panama, there is hope for a comeback. In addition, the fact that eBay was "written off" gave its halfway decent number enough power to attract buyers. Cramer predicts that Yahoo and eBay are not finished going up. Although Google reported a "blowout quarter," its 99% growth last year has dwindled to 40%. However, Cramer says that since Google has a virtual monopoly on page search as well as a low muliple, he reiterates his prediction that the stock will go to $600, but believes it may stop at $450 first.
Related: Yaser Anwar takes a close look at Google's earnings.
New IPO: Switch & Data (SDXC), Level 3 Communications (NasdaqGS: LVLT), Equinix (NasdaqGS: EQIX), Akamai Technologies (NasdaqGS: AKAM), Apple (NasdaqGS: AAPL) and Microsoft (NasdaqGS: MSFT)
Cramer recommends picking up next week's hot IPO, Switch & Data, which is not a typical broadband company, but provides infrastructure for servers, making LVLT's work possible. Other customers include: Akamai Technologies Apple and Microsoft. Cramer is basing his predictions on EQIX's success, since it provides a similar service and doubled in 2006. He would get a into the stock through the following underwriters: Deutsche Bank, Jefferies & Co., CIBC World Markets, Raymond James, Lazard Capital Markets, RBC Capital Markets and Merriman Curhan Ford. Otherwise, he would buy the IPO for up to $20 and sell at $24.
Mad Mail: NYSE Group (NYSE: NYX - News), Halliburton (NYSE: HAL - News)
Cramer still likes NYX as would also stick with Halliburton, which he thinks is inexpensive and good.
Published by SeekingAlpha

Labels: AAPL, ASD, ATK, BA, BDK, CAT, CSCO, DIS, EBAY, GOOG, HAL, IR, Jim Cramer, Mad Money, MSFT, NYX, VFC, WHR, YHOO

Bullish calls:
Yamana Gold (NYSE: AUY - News)Freeport-McMoRan (NYSE: FCX - News): 'I'm endorsing it. Let's buy some.'Cemex (NYSE: CX - News): 'They want to be a monopolist when it comes to cement. They want to own North America, and you know what? They're going to do it. Cemex even right here still goes higher.'Microsoft (NasdaqGS: MSFT): ' I have morphed into a Steve Ballmer fan. ... The stock is going to be stalled right here, but I do like it.'Hewlett-Packard (NYSE: HPQ - News)Comcast (NasdaqGS: CMCSA): 'I'm going to send you to Brian Roberts at Comcast.'Level 3 Communications (NasdaqGS: LVLT)Adobe Systems (NasdaqGS: ADBE): 'People think I'm wrong on Adobe. ... Adobe is stalled; that was a great quarter. ... I just know that it is biding time; 38 is a way station going to 45.'Halliburton (NYSE: HAL - News): 'Halliburton's quarter was good. They're buying back a huge amount of stock. 'mon back [buy]'Volcano (NasdaqGM: VOLC): 'Medical devices rock.'United Technologies (NYSE: UTX - News): '...back and bigger than ever. Heating, ventilation and air conditioning.'American Standard (NYSE: ASD - News)
Bearish calls:
American Oriental Bioengineering (NYSE: AOB - News): '...this stock is running too far. I want to do a Don'tBuy. Maybe if it comes down...'Anixter International (NYSE: AXE - News)Chesapeake Energy (NYSE: CHK - News): 'Problematic ... every time it goes up to 32, 33, we get that inevitable selling.'Mannatech (NasdaqGS: MTEX)AnnTaylor Stores (NYSE: ANN - News)
Published by SeekingAlpha

Labels: ANN, AOB, ASD, AUY, AXE, CHK, CX, FCX, HAL, HPQ, Jim Cramer, Lightning Round, Mad Money, UTX

Better than Good: Archer Daniels Midland (NYSE: ADM - News), Boeing (NYSE: BA - News), Starbucks (NasdaqGS: SBUX)ADM and BA saw their stocks soar because they were good, but Cramer says for great stocks like SBUX "good is not good enough," and these companies need a better-than-expected performance. Cramer invited SBUX chairman and founder Howard Schultz onto the show, and Schultz denied that the company is in trouble, and commented "If you look at the quarter, the underlying factors were so strong," he said. Schultz mentioned the hidden opportunity in the company's card growth, its plans to expand into Russia and India this summer, and the wage increase SBUX recently gave its employees. When Cramer asked about the cost of new stores, Schultz responded, "for the balance of this year, all of Starbucks real estate is done," and that all leases have been signed. Since SBUX is putting up drive-throughs and counters in rest stops, it should save money on real estate. Cramer thinks of SBUX as a good long-term stock, but sees it in terms of a 5 year rather than an 18 month investment.Feeling at Home: Chipotle (NYSE: CMG - News), Ruth's Chris Steak House (NasdaqGS: RUTH), Darden Restaurants (NYSE: DRI - News)Last week, when Danny Meyer, restauranteur and author of Setting the Table: The Transforming Power of Hospitality in Business, visited Mad Money, Cramer discovered the missing multiple which drives restaurant stocks higher: hospitality. This is the reason Chipotle is worth more than RUTH, which serves overpriced American meat, according to Cramer, and Red Lobster or the Olive Garden, which provide nothing unique in terms of hospitality, food or service. Although CMG is the most expensive stock of the three, the "at home" feeling it gives its customers makes the stock more valuable.Sell Block: Boston Scientific (NYSE: BSX - News), Gilead Sciences (NasdaqGS: GILD), Laureate Education (NasdaqGS: LAUR), 3M (NYSE: MMM - News), Smith & Wesson (NasdaqGS: SWHC)Cramer would sell BSX and suggested taking profits in GILD, but would let the rest of it ride. Since Laureate's CEO announced a leveraged buyout, Cramer would sell LAUR. Cramer regretted recommending 3M, since its quarter was "awful." He suggested selling SWHC.CEO Interview: Fred Poses, American Standard (NYSE: ASD - News)Cramer congratulated Fred Poses on ASD's recent rise, and Poses attributed the success to the companies treating its three business as separate. When Cramer asked if ASD was selling its kitchen and bath unit at a low, Poses responded that companies will see its value and pay for its great potential. "Unlocking shareholder value is what we look for, and you did it in one swoop," Cramer told Poses. "I'm a bull on American Standard."Published By SeekingApha

Labels: ASD, BSX, Jim Cramer, Mad Money, MMM

Short Busting: Waste Services (NasdaqGM: WSII)
Cramer devoted the program to short-busting, which is a technique of beating the shorts, or people who bet against a particular stock. Short-busters make money in a short squeeze, when all of the shorts try to cover their shares at once. To benefit from a short bust, Cramer suggests keeping track of a stock's average daily volume, which indicates how difficult it would be for shorts to close or cover their positions. If shorts are deep, they will bring up the price to sell with profits. Cramer also suggested taking a look at insider buying, which shows that a stock is alright. Cramer's first short-buster is WSII, which is disliked because it has high prices and low margins. Although the company seems "heinous" Cramer notes that with 1.5 million of its shares sold short and an average trading volume of 104,000 shares a day, it would take the shorts 15 days to close their positions on WSII. Since the company has "significant insider presence" and improving fundamentals, Cramer would bust the shorts and buy WSII.
Seeing Green with Greenbrier Companies (NYSE: GBX - News)
Cramer's next shortbuster is GBS, which produces and sells equipment for freight cars. Although the company did not make its quarter, has a large debt and "serious production issues," Cramer feels that the rail industry is in "a multi-year bull market." With 1.98 million shares sold short and an average daily trading volume of 519,000 shares, Cramer says that the shorts would not be able to close their positions quickly enough. Cramer notes that the company has a strong backlog for rail cars, robust insider buying, and that its acquisitions will kick in during the next quarter; he says GBX is "excellent."
The Cat is Back: Caterpillar (NYSE: CAT - News), Black & Decker (NYSE: BDK - News) and American Standard (NYSE: ASD - News)
Cramer says that the best way to play a cyclical stock is to pay next to nothing for then when it seems the economy has peaked. For instance, when the economy reached its peak last spring, CAT came tumbling after; "The drop was based on fears that its growth would slow, and the fears turned out to be true," Cramer said. However, Caterpillar reported a quarter that many found disappointing, but the stock rose, which is what happens when you "catch a real bottom," observed Cramer, who commented that its not too late to buy CAT as well as BDK and ASD, all of which are going up.
CEO Interview: Frank Sullivan, RPM International (NYSE: RPM - News)
Cramer asked about how the holding company deals with the names of its subsidiaries which produce coatings and sealants for industrial and consumer markets. Frank Sullivan replied that keeping the names of its acquisitions is an essential ingredient to RPM's success as well as its policy of maintaining the management of companies it purchases. "RPM has never let us down, and it's not going to," commented Cramer who said RPM is a triple buy.
Published by SeekingAlpha

Labels: ASD, BDK, CAT, GBX, RPM, WSII

Texas Instruments (NYSE: TXN - News), Cisco (NASDAQ: CSCO - News), Apple (NASDAQ: AAPL - News), Tellabs (NASDAQ: TLAB - News), Nortel (NYSE: NT - News), Alcatel (NYSE: ALU - News)
Cramer comments that TXN-led rally is a perfect chance to sell; "These are predictable rallies," he said. "When you have a very bad options hangover that finishes right near the end of the day, and you have a big, bad event like Texas Instruments to get through, then you're going to have a several-day rally." Cramer adds that he doesn't care for TLAB, NT and ALU, and the only two tech stock he would stick with are Apple and Cisco.
American Standard (NYSE: ASD - News) and Masco (NYSE: MAS - News) and Black & Decker (NYSE: BDK - News)
In spite of Goldman Sach's upgrade of the sector, Cramer warns that housing is being attacked by the shorts and the media, however, the "momentum of the buyers" is great. He adds that these stocks don't trade according to their fundamentals and that pin action companies such as ASD and MAS have been inching up every day. Cramer adds that Black and Decker is a buy because it has preannounced.
Schlumberger (NYSE: SLB - News), Transocean (NYSE: RIG - News), GlobalSantaFe (NYSE: GSF - News), Halliburton (NYSE: HAL - News), Hoku Scientific (NASDAQ: HOKU - News)
Cramer disagrees with an Bear Stearns call on oil which implies that SLB is clueless. He likes SLB,RIG and GSF, saying that he is usually cautious of Americna and Canadian drillers. He predicts that HAL will make an international acquisition. He calls HOKU a "trading vehicle" and says it will be a "huge short down the road." He concludes by commenting that while the President makes is seem as if he going to make a move toward alternative energy, investors will have to sell these stocks between 9:30 and 4:30 on Wednesday.
Published by SeekingAlpha

Labels: AAPL, ALU, ASD, BDK, CSCO, GSF, HAL, HOKU, Jim Cramer, MAS, NT, RIG, SLB, TLAB, TXN

Texas Instruments (NYSE: TXN - News), Cisco (NASDAQ: CSCO - News), Apple (NASDAQ: AAPL - News), Tellabs (NASDAQ: TLAB - News), Nortel (NYSE: NT - News), Alcatel (NYSE: ALU - News)
Cramer comments that TXN-led rally is a perfect chance to sell; "These are predictable rallies," he said. "When you have a very bad options hangover that finishes right near the end of the day, and you have a big, bad event like Texas Instruments to get through, then you're going to have a several-day rally." Cramer adds that he doesn't care for TLAB, NT and ALU, and the only two tech stock he would stick with are Apple and Cisco.
American Standard (NYSE: ASD - News) and Masco (NYSE: MAS - News) and Black & Decker (NYSE: BDK - News)
In spite of Goldman Sach's upgrade of the sector, Cramer warns that housing is being attacked by the shorts and the media, however, the "momentum of the buyers" is great. He adds that these stocks don't trade according to their fundamentals and that pin action companies such as ASD and MAS have been inching up every day. Cramer adds that Black and Decker is a buy because it has preannounced.
Schlumberger (NYSE: SLB - News), Transocean (NYSE: RIG - News), GlobalSantaFe (NYSE: GSF - News), Halliburton (NYSE: HAL - News), Hoku Scientific (NASDAQ: HOKU - News)
Cramer disagrees with an Bear Stearns call on oil which implies that SLB is clueless. He likes SLB,RIG and GSF, saying that he is usually cautious of Americna and Canadian drillers. He predicts that HAL will make an international acquisition. He calls HOKU a "trading vehicle" and says it will be a "huge short down the road." He concludes by commenting that while the President makes is seem as if he going to make a move toward alternative energy, investors will have to sell these stocks between 9:30 and 4:30 on Wednesday.
Published By SeekingApha

Labels: AAPL, ALU, ASD, BDK, CSCO, GSF, HAL, HOKU, Jim Cramer, MAS, NT, RIG, SLB, TLAB, TXN, Wall Street Confidential