Jim Cramer's Mad Money Review

Gold is back, Jim Cramer said on CNBC's "Stop Trading!" segment Thursday. Cramer dismissed Wall Street observers' claims that the dollar is correlated with oil. "Oil is correlated to supply and demand," he said. "The stocks are signaling that gold is going higher." He recommended Agnico-Eagle Mines (AEM) and Yamana Gold (AUY). "They're not done going up," he said.
"Retail was a great trade," Cramer said, but "we're finished. I want to sell retail." He instructed viewers to get out of Nordstrom (JWN), Phillips-Van Heusen (PVH ) and VF Corp. (VFC).
On the other hand, "Wal-Mart (WMT) is the keeper in this group," Cramer said. However, he observed that "Kohl's (KSS) said good things, the stock is going down. This group has had it." He was also bearish on Target (TGT).
Cramer then moved on to discuss oil drilling in India. He said companies like Transocean (RIG) are "really talking about India."
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Labels: AEM, AUY, Jim Cramer, JWN, KSS, PVH, RIG, Stop Trading, TGT, VFC, WMT

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.
Published By SeeingAlpha

Labels: ABB, ABX, ACI, APA, APC, AUY, BTU, COP, GEOY, ICO, Jim Cramer, Mad Money, MEE, SGR, XTO

Crocs (NasdaqGS: CROX - News): ' ... is stalled right here. I saw it go down a little. Understand: The short position remains huge ... When we have four major analysts covering it, only then will I say Don'tBuy.'Yamana Gold (NYSE: AUY - News): ' ... it is the only growth gold stock out there. It is making an incredible amount of money. ... It also produces copper at the same time.'Precision Castparts (NYSE: PCP - News): 'The bull market in aerospace and defense is back. Precision Castparts had a better quarter than almost every other supplier to the major airline companies.'Goodyear Tire (NYSE: GT - News): '... has had a major pullback ... Goodyear Tire is one of those companies ... best of breed. I think I like the stock up to the $32, $33 level.'InterContinental Exchange (NYSE: ICE - News): 'I like derivatives. I like commodies trading. ICE is good.'CME Group (NYSE: CME - News)NYMEX Holdings (NYSE: NMX - News): 'I am hopeful that the Nymex merges with the New York Stock Exchange. It would be a terrific deal.'NYSE Euronext (NYSE: NYX - News):'The only one of those that's done really badly is New York Stock Exchange, but I'm stickin' with it.'Vector Group (NYSE: VGR - News):Amazon.com (NasdaqGS: AMZN - News)Apple (NasdaqGS: AAPL - News)Google (NasdaqGS: GOOG - News)Research In Motion (NasdaqGS: RIMM - News)Reynolds American (NYSE: RAI - News)Altria (NYSE: MO - News): ' ... those dividends are for me, and that's why I stick with tobacco.'
Bearish calls:
CyberSource (NasdaqGM: CYBS - News)True Religion Apparel (NasdaqGM: TRLG - News): ' ... gotta tell you. I don't know if that swimwear line can move the needle. ... This group is very hard.'Superior Offshore (NasdaqGM: DEEP - News): 'Worst oil-service stock I have ever seen. I mean, it's unbelievable. ... This stock feels almost cursed. ... I can't abandon it at $10... Wait until the end of the month ...'

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Labels: AAPL, AMZN, AUY, CME, CROX, CYBS, DEEP, GOOG, GT, ICE, Jim Cramer, Lightning Round, MO, NMX, NYX, PCP, RAI, RIMM, TRLG, VGR

Yamana Gold (NYSE: AUY - News): Cramer urged viewers to hang on to gold stocks, especially AUY which had a great quarter, but is down 3% because "gold is selling off in a deflationary spiral."
AIG (NYSE: AIG - News): This company is a buy because it has the right bonds, and not those associated with sub-prime mortgages. In addition, AIG is aggressively buying back shares, Cramer said.
Fannie Mae (NYSE: FNM - News): While Cramer thinks FNM could provide a help limit the damage from the housing crisis, he laments the lack of political will to mend the situation.
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Labels: AIG, AUY, FNM, Jim Cramer, Stop Trading

Mueller Water Products (NYSE: MWA - News): 'A very inexpensive stock. I remember when this thing was first spun off from Becker, the fertilizer company... It shouldn't be at $14. I have to buy that. That is a very consistent grower.'Schlumberger (NYSE: SLB - News): 'We've had a nice pullback here... I know that, if you own it, it doesn't feel nice... It's, at one point, a 10-point pullback ... I would pull the trigger on SLB ... Best quarter I have seen of the whole oil complex...'Costco (NasdaqGS: COST - News): 'Oh man, look at that... That was a 52-week high today ... I know why that hit a 52-week high... Because some of us are Gold Star members!'Goldcorp (NYSE: GG - News): 'why am I not backing away from gold? I think gold belongs in everyone's portfolio, so I am not saying anything bad about GG.'Yamana (NYSE: AUY - News): 'I know Yamana's been bad ... I'm sticking with AUY. It's a growth stock.'Apple (NasdaqGS: AAPL - News): 'I think that phone - despite the fact that everyone is blasting it - is a fantastic phone! I still like AAPL. I like the new Apple computers. I think AAPL's had its pullback, and is ready to rock again.'Dell (NasdaqGS: DELL - News)Hewlett-Packard (NYSE: HPQ - News)Green Mountain Coffee Roasters (NasdaqGS: GMCR - News): 'Now, up $4 bucks, I'm like reluctant to hit this (bull button), because then people t say he's just chasing momentum... But I've got to tell you, I think this is a pretty good stock...'Bankrate (NasdaqGS: RATE - News): 'That was unfairly knocked down this week. That was a clean quarter.'Cisco (NasdaqGS: CSCO - News): 'I think Cisco Systems is going to be a good quarter. At one point, that stock was down 50 cents today. I was surprised.'Microsoft (NasdaqGS: MSFT - News): ' I want to own MSFT, and I want to own tech... 'CV Therapeutics (NasdaqGM: CVTX - News): 'You found the gem. It's a little $8 buck stock. It's really down on its luck... I'd pull the trigger. I think you're right. I think there's value there.'
Bearish calls:
Movado Group (NYSE: MOV - News):'You know, there's been insider buying of MOV... I know that the last quarter was good. I felt personally burned by MOV... I cannot get behind MOV.'Taiwan Semiconductor Manufacturing (NYSE: TSM - News): 'TSM is a supplier. I want to buy the finished guys.'Infineon Technologies (NYSE: IFX - News) The Knot (NasdaqGM: KNOT - News): 'I've got some internet companies that are en feugo and KNOT is not one of them... '
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Labels: AAPL, AUY, COST, CSCO, CVTX, Dell, GG, GMCR, HPQ, IFX, Jim Cramer, KNOT, Lightning Round, MOV, MSFT, MWA, RATE, SLB, TSM

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

Bullish calls:Hologic (NasdaqGS: HOLX): 'This is an absolutely great deal. Hologic at 55 is the way to go.'MasterCard (NYSE: MA): 'Goes to 200. Do not dare leave MasterCard yet. We are now up 100 points in this stock, and we are not done ... If you are still playing with lots of money in this and not the house's money, then that's a mistake. Take some off the table tomorrow.'Yamana Gold (NYSE: AUY): 'I have liked, as a gold company, Yamana Gold.'Golden Star Resources (AMEX: GSS): 'I've hurt a lot of people in it. But it's a spec game ... so I'm not backin' down.'Apollo Investment (NasdaqGS: AINV): 'This one makes a lot of money. 8% yield. It's a keeper. I think you've got a good one. I like this stock very much. 'Bucyrus International (NasdaqGS: BUCY): 'BUCY is part of the amazing resurgence of American manufacturing. This and Joy Global are fantastic mineral plays. ... Do not sell that stock. ... Could indeed trade up 15 more points.'Joy Global (NasdaqGS: JOYG)Elan (NYSE: ELN): 'I've been too negative on Elan. ... That stock is going higher.'Texas Instruments (NYSE: TXN)Nvidia (NasdaqGS: NVDA)National Semiconductor (NYSE: NSM)Caterpillar (NYSE: CAT): 'I like Caterpillar more (than Terex). Caterpillar is up much less.'OptionsXpress Holdings (NasdaqGS: OXPS): 'Does not need a takeover to send it higher. This is a well-run company that should be trading higher as is.'J.C. Penney (NYSE: JCP): 'The last couple of months have been bad. They all want to dump on Mike Ullman. ... Far be it for me to stand in front of a freight train, but I will...I'm not backing away, I'm backing up the truck.'Fannie Mae (NYSE: FNM)Downey Financial (NYSE: DSL)Bearish calls:CYTYC (NasdaqGS: CYTC)Trident Microsystems (NasdaqGM: TRID): 'It's related to video graphics, but I like Nvidia.'Echelon (NasdaqGM: ELON): ' ... 52-week high. Nah, not for me. I'm not going to give you that one.'Melco PBL Entertainment (NasdaqGM: MPEL): 'I screwed up. I cut my losses at 18, because I realized these guys were pathetic. ... These guys are not for me. ... No, don't stay with MPEL.'Sterling Bancorp (NYSE: STL): 'No... Expensive bank, my friend.'Jones Soda (NasdaqCM: JSDA): 'No, no, no. They missed the quarter. We had enough of JSDA. We're not pressing our bet there...'
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Labels: AINV, AUY, BUCY, ELN, ELON, GSS, HOLX, Jim Cramer, JOYG, Lightning Round, MA, NSM, NVDA, TRID, TXN

Cramer's Little Red Book: Cnooc Ltd. ADS (NYSE: CEO), China Mobile Ltd. (NYSE: CHL), Seaspan Corp. (NYSE: SSW)
Cramer says he is being dragged "kicking and screaming" to devote a program to Chinese stocks, adding he doesn't like the overheated market and the Communist Chinese government. He considers CEO, CHL, and SSW as relatively stable stocks, but he would wait for a pullback before buying. CEO is the top offshore drilling company in China and 67% is owned by the government which means some "anti-competitive advantages," says Cramer. In addition the company has rights to 51% of all successful discoveries in offshore China, is expected to grow 30% by 2008-09, and is one of the few oil companies which is replacing reserves faster than it pumps them. CHL has 68% of all Chinese mobile subscriptions in China, and wireless is expected to double in five years. Even if China Telecom enters the wireless game, Cramer predicts it will buy CHL. Finally, SSW is the largest company in the ship leasing industry, and Cramer thinks its 6% yield could go higher.
Much ado about Baidu.com (NasdaqGM: BIDU), Focus Media (NasdaqGM: FMCN)
Cramer's first speculative Chinese play is FMCN which makes digital billboards and, "has momentum and consistently raises numbers." Cramer commented "Baidu is the only company in the world that is beating Google at it game." The stock has had a "huge run" but is still undervalued. Cramer would wait for both of these stocks to come down before buying.
Mad Mail: Sears Holdings (NasdaqGS: SHLD), Gamestop (NYSE: GME), Petsmart (NasdaqGS: PETM), Yamana Gold (NYSE: AUY)
Cramer said since the Fed is not going to ease rates, the only retail stocks he would consider would be SHLD, GME, and PETM. He told another caller AUY is the only non-speculative gold stock he would recommend on his show.
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Labels: AUY, BIDU, CEO, CHL, FMCN, GME, Jim Cramer, Mad Money, PETM, SHLD, SSW

Yamana Gold (NYSE: AUY - News): ' I am sticking by AUY as my play for when things go bad. That's what it is. It's basically a first aid kit you've got to take with you everywhere you go.'Total System Services (NYSE: TSS - News): 'You are in great shape. TSS, I believe, will not be independent a year from now ... I like TSS as a takeover. And, on earnings, it should go to $40 alone.'Celgene (NasdaqGS: CELG - News): 'The stock's had a nice pullback, which means you should back up the truck. Every time we've had an 8% pullback in CELG, it has been miraculous to buy. I'm saying this time it will be no different.'Sappi Ltd. (NYSE: SPP - News): ' ... we've got a government that's of, by and for the corporation, trying to keep the ChiComms from flooding us with paper, so this South African company can make a lot of money, and it's working! You stay long SPP!'Volvo AB (Other OTC: VOLVF.PK - News): You're a genius! That is an unbelievable stock! ... It has a great industrial business. It has a great yield ... even right here at $21 bucks - I would back up the truck!'Freeport McMoran (NYSE: FCX - News): 'It's also got gold, and it's much more levered to China buying it. Those ChiComms eat copper for breakfast!'
Neutral calls:
ConAgra (NYSE: CAG - News): 'They have a raw cost problem. All of that stuff is being bid up by ethanol. And so I can't get behind that. CAG, just okay. Candidly, I recommended it right here, and I'm not backing away from it, but the raw costs are out of control.'
Bearish calls:
Electronic Arts (NasdaqGS: ERTS - News): 'You know what? I'm giving up on this one... I'm putting the 'don't buy' on it. That's a change in plans.'Finisar (NasdaqGS: FNSR - News): 'No. I liked FNSR ... Their time has passed. They didn't get the big orders.'Washington Group (NYSE: WNG - News): 'My friend... Bulls make money, bears make money... hogs get slaughtered! You must sell WNG right now!'Southern Copper (NYSE: PCU - News): 'I like PCU.... I think FCX is better.'Build-a-Bear (NYSE: BBW - News): ' if I go and recommend it on this show, that they will then have a shortfall, because they are wildly inconsistent. They are too dangerous for this guy ... If that stock were to go back to $25.00, I would pull the trigger.'

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Labels: AUY, BBW, CAG, CELG, ERTS, FCX, FNSR, Jim Cramer, Lightning Round, PCU, SPP, TSS, VOLV.PK, WNG

American Tower (NYSE: AMT - News): 'I saw the quarter this morning ... I think the tower business is a great business ... I want to reiterate off that great quarter that AMT is best in show.'Crown Castle (NYSE: CCI - News)Rosetta Resources (NasdaqGS: ROSE): 'I think that ROSE is one of these terrific independent oil companies, that is way behind the group, that should be bought aggressively here, that people do not understand.'MasterCard (NYSE: MA - News)Schlumberger (NYSE: SLB - News): 'I believe very strongly that SLB is going higher ... The stock's right at its high. If that stock pulls back to $72-73, yeah, you bet what we're going to do with that one ('mon-back sound)...'Deere (NYSE: DE - News):'We would much rather own John Deere ... That's the only game in town.'Mosaic (NYSE: MOS - News)Incyte (NasdaqGM: INCY): 'Yeah, I mean, look, it's a spec ... It's doing fine. It's 50 cents off its high. I'm not backing away from that one. I like that.'Reliance Steel (NYSE: RS - News): 'I had been tempted - because we'd been up about 25 points from recommending RS - I was tempted to say ring the register, take profit. No. There's still too much opportunity. RS remains on my buy list.'Allegheny Technologies (NYSE: ATI - News):"The steels are still going higher."Yamana Gold (NYSE: AUY - News): 'We've caught more than a double there.'Kinross Gold (NYSE: KGC - News): ' ... We have started to cotton up to Kinross Gold.'Golden Star Resources (AMEX: GSS - News)
Bearish calls:
Sirius Satellite Radio (NasdaqGS: SIRI): 'I am increasingly nervous that Mel Karmazen ... is not going to get his wish and make that big merger. If he doesn't, that stock stays... maybe even goes lower. Maybe goes to $2. If he does, you make money. So, you're talking about 80 cents down, and $3 up. Why not pull that off? Because the 80 cents down could out first. Don't buy, don't buy ... I fear that one of those companies will go out of business.'Capital One Financial (NYSE: COF - News): 'This is very hard ... COF has mortgage problems. And while the mortgage market's gotten better, that acquisition they made of Greenpoint and North Fork - it's not working for them. So I have to tell you - sell, sell, sell!'Daktronics (NasdaqGS: DAKT): 'I want you - even down here - to sell it. Sell, sell, sell! And, I've got tell you something, it's a bit of a trainwreck when it comes to forecasting, and I'm very negative on that.'VeraSun Energy (NYSE: VSE - News): 'Ix-nay on the ethanol! 'Dendreon (NasdaqGM: DNDN): 'I think a lot of the upside is already in ... I think it's gotten too expensive. I don't think there's any more upside, even with the final approval.'US Gold (AMEX: UXG - News): 'No, no. We've anointed our gold, and we're not going to deviate.'
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Labels: AMT, ATI, AUY, CCI, COF, DAKT, DE, DNDN, GSS, Jim Cramer, KGC, Lightning Round, MA, MOS, ROSE, RS, SIRI, SLB, UXG, VSE

Bullish calls:
First Solar (NasdaqGM: FSLR): 'I want you to go First Solar.'ING (NYSE: ING - News): 'It is a premier bank, but it did miss the quarter. Below 40, you have a nice yield.'Apple (NasdaqGS: AAPL)Staples (NasdaqGS: SPLS): 'Flat-lining ... but all is well, there's nothing wrong, business is .'Dick's Sporting Goods (NYSE: DKS - News): 'Reported a monster good quarter. ... I think that stock is going to 60.'DaVita (NYSE: DVA - News): 'Everybody keeps thinking it has this Medicaid problem. ... DVA should be purchased. I'm reiterating buy.'MGM Mirage (NYSE: MGM - News): 'Inexpensive casino stock.'Las Vegas Sands (NYSE: LVS - News)Silver Wheaton (NYSE: SLW - News)Yamana Gold (NYSE: AUY - News): 'I am going to recommend ... Yamana Gold.'
Bearish calls:
Trina Solar (NYSE: TSL - News): 'Swap out of Trini Lopez Solar, and I want you to go First Solar.'Pre-Paid Legal Services (NYSE: PPD - News): ' I don't think you can buy this stock or sell it, because of its odd trading pattern.'
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Labels: AUY, DKS, DVA, ING, Jim Cramer, Lightning Round, LVS, Mad Money, MGM, PPD, SLW, TSL

Bullish calls:
First Solar (NasdaqGM: FSLR): 'I want you to go First Solar.'ING (NYSE: ING - News): 'It is a premier bank, but it did miss the quarter. Below 40, you have a nice yield.'Apple (NasdaqGS: AAPL)Staples (NasdaqGS: SPLS): 'Flat-lining ... but all is well, there's nothing wrong, business is .'Dick's Sporting Goods (NYSE: DKS - News): 'Reported a monster good quarter. ... I think that stock is going to 60.'DaVita (NYSE: DVA - News): 'Everybody keeps thinking it has this Medicaid problem. ... DVA should be purchased. I'm reiterating buy.'MGM Mirage (NYSE: MGM - News): 'Inexpensive casino stock.'Las Vegas Sands (NYSE: LVS - News)Silver Wheaton (NYSE: SLW - News)Yamana Gold (NYSE: AUY - News): 'I am going to recommend ... Yamana Gold.'
Bearish calls:
Trina Solar (NYSE: TSL - News): 'Swap out of Trini Lopez Solar, and I want you to go First Solar.'Pre-Paid Legal Services (NYSE: PPD - News): ' I don't think you can buy this stock or sell it, because of its odd trading pattern.'
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Labels: AUY, DKS, DVA, ING, Jim Cramer, LVS, Mad Money, MGM, PPD, SLW, TSL

Bullish calls:
Apple (NasdaqGS: AAPL): 'AAPL is the best-acting technology stock in the book ... Don't trust most of techonlogy, until we get to the summer... but not AAPL. I think AAPL is best in show. Pull the trigger on any weakness...'Yamana Gold (NYSE: AUY - News): 'I think gold is a good place to go. I think people should have 1 gold stock out of 10. And the stock they should own is AUY! Which is the only gold company which is completely and utterly replenishing its coffers, even as it is produces gold. You got it right. Do you back up the truck? Let's do that at $12.'Alliant Techsystems (NYSE: ATK - News)General Dynamic (NYSE: GD - News): ' ... you know that GD may be best in show.'Lockheed Martin (NYSE: LMT - News): 'Take a look at LMT, which got completely crushed today. That shouldn't have been down $3.'Genentech (NYSE: DNA - News): 'This stock acted pretty darn well in the selloff. It has been meandering between $80 and $85. I think that Evastin's problems are way overblown ... it's still in my top 4.'Gilead Sciences (NasdaqGS: GILD)Celgene (NasdaqGS: CELG): 'I don't like DNA as much as I like CELG, which is my #1 name.'Genzyme (NasdaqGS: GENZ): 'I don't like it [DNA] as much as GENZ.'Microsoft (NasdaqGS: MSFT): 'Everybody knows that Vista's not selling well. I think that MSFT, at $26, deserves and merits a buy here... not on voice recognition, but on a crystal, rock-solid clear balance sheet, and a business that isn't going away. The stock is now down five straight points. That's an overaction, and I'm buying. Buy, buy, buy!'GlobalSantaFe (NYSE: GSF - News)Transocean (NYSE: RIG - News): 'Rig is #1.'Garmin (NasdaqGS: GRMN): 'I thought GRMN acted very well today ... What a clean quarter they had. Let that stock come in to $50. And then, I don't care about the insider selling. I need you to pull the trigger multiple times... $50, then $47, and then $45... What a stock! What a company.'
Neutral calls:
Diamond Offshore (NYSE: DO - News): 'When I went through the quarter for DO... Frankly, I was not as impressed as I wanted to be... Here's the deal... The pecking order of drillers is very clear: RIG* is #1... Then GSF... and only then, would you pick up DO.'
Bearish calls:
SAIC (NYSE: SAI - News): 'Remember, I said that SAIC, I had to give up on it... I rode it up to $21 and then I rode it back. My bad.'
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Labels: ATK, AUY, DNA, DO, GD, GSF, Jim Cramer, LMT, Mad Money, RIG, SAI

Bullish calls:
Apple (NasdaqGS: AAPL): 'AAPL is the best-acting technology stock in the book ... Don't trust most of techonlogy, until we get to the summer... but not AAPL. I think AAPL is best in show. Pull the trigger on any weakness...'Yamana Gold (NYSE: AUY - News): 'I think gold is a good place to go. I think people should have 1 gold stock out of 10. And the stock they should own is AUY! Which is the only gold company which is completely and utterly replenishing its coffers, even as it is produces gold. You got it right. Do you back up the truck? Let's do that at $12.'Alliant Techsystems (NYSE: ATK - News)General Dynamic (NYSE: GD - News): ' ... you know that GD may be best in show.'Lockheed Martin (NYSE: LMT - News): 'Take a look at LMT, which got completely crushed today. That shouldn't have been down $3.'Genentech (NYSE: DNA - News): 'This stock acted pretty darn well in the selloff. It has been meandering between $80 and $85. I think that Evastin's problems are way overblown ... it's still in my top 4.'Gilead Sciences (NasdaqGS: GILD)Celgene (NasdaqGS: CELG): 'I don't like DNA as much as I like CELG, which is my #1 name.'Genzyme (NasdaqGS: GENZ): 'I don't like it [DNA] as much as GENZ.'Microsoft (NasdaqGS: MSFT): 'Everybody knows that Vista's not selling well. I think that MSFT, at $26, deserves and merits a buy here... not on voice recognition, but on a crystal, rock-solid clear balance sheet, and a business that isn't going away. The stock is now down five straight points. That's an overaction, and I'm buying. Buy, buy, buy!'GlobalSantaFe (NYSE: GSF - News)Transocean (NYSE: RIG - News): 'Rig is #1.'Garmin (NasdaqGS: GRMN): 'I thought GRMN acted very well today ... What a clean quarter they had. Let that stock come in to $50. And then, I don't care about the insider selling. I need you to pull the trigger multiple times... $50, then $47, and then $45... What a stock! What a company.'
Neutral calls:
Diamond Offshore (NYSE: DO - News): 'When I went through the quarter for DO... Frankly, I was not as impressed as I wanted to be... Here's the deal... The pecking order of drillers is very clear: RIG* is #1... Then GSF... and only then, would you pick up DO.'
Bearish calls:
SAIC (NYSE: SAI - News): 'Remember, I said that SAIC, I had to give up on it... I rode it up to $21 and then I rode it back. My bad.'
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Labels: AAPL, ATK, AUY, DNA, GD, GSF, Jim Cramer, Lightning Round, LMT, Mad Money, RIG

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

Bullish calls:
Yamana Gold (NYSE: AUY - News): ' I have walked away from KRY and endorsed AUY.'Hydril (NasdaqGS: HYDL): 'As long as oil is north of $40, you are going to be safe there, because it just doesn't make any sense not to use hydro products. I am buying that stock.'DirecTV (NYSE: DTV - News): 'I happen to like DTV. I happen to like DISH. These are cash machines ... The government approves of the duopoly.'EchoStar Communications (NasdaqGS: DISH): 'I endorse DISH too.'Marvell Technology (NasdaqGS: MRVL): 'There is not a single semiconductor, save MRVL*, which I own for my charitable trust, because I think they've got good iPhone business.'Jones Soda (NasdaqCM: JSDA): 'I bank with JSDA. You know I like JSDA. That's an up stock. I still can't believe Pepsi still hasn't taken a run at them.'State Street (NYSE: STT - News): 'This is one those banks that does processing, therefore it gets a higher valuation. 52-week high today, and I'm not backing away. It goes still higher!'British Airways (NYSE: BAB - News)
Bearish calls:
Crystallex (AMEX: KRY - News): ' ... we do not invest with Chavez. He has proven to be a recalcitrant, pseudo-communist! We are not banking with him anymore.'TiVo (NasdaqGM: TIVO): ' I know TIVO's going to be in Comcast, and all that other nonsense... The bottom line is TIVO is 'don't buy, don't buy.' Having recommended a sale outright higher, I don't want to push my luck, but I don't want you in the stock. 'Advanced Semiconductor Engineering (NYSE: ASX - News): 'I don't like that. That's another also-ran semi play ... I do not want to own semis here.'Select Comfort (NasdaqGS: SCSS): 'I have stayed away from the bed business ... I am putting a pox on all beds! Stay away! Sell, sell, sell! 'Sealy (NYSE: ZZ - News): 'I think ZZ was a mistake by me. 'Tempur Pedic (NYSE: TPX - News)CenterPoint Energy (NYSE: CNP - News): 'CNP is just okay. It's a 3.5% yield ... But basically, I like the utilities here, so I can't dis' it. Let me give it a 'don't buy, don't buy.'Nuance Communications (NasdaqGS: NUAN): 'No! No, no! Sell, sell, sell, sell, sell, sell, sell! ... I say no to speech recognition.'Western Union (NYSE: WU - News): 'I am still in 'don't buy, don't buy,' because I worry about the immigrants being told they can't do what they want, so they may be afraid to go to Western Union.'
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Labels: ASX, AUY, BAB, CNP, DISH, DTV, HYDL, Jim Cramer, JSDA, KRY, Lightning Round, Mad Money, MRVL, NUAN, SCSS, STT, TIVO, TPX, WU, ZZ

Gilead Sciences (NASDAQ: GILD - News), Thermo Fisher Scientific (NYSE: TMO - News)
Cramer would buy GILD before Tuesday's J.P. Morgan Healthcare Conference, which should give the stock a bounce. Cramer thinks that 2007 will be a good year for biotech in general, and he comments that GILD has a great pipleline and "the best portfolio of HIV drugs on the market." However, The Street is not yet comfortable with GILD's Myogen acquisition, and once fears are put to rest at the conference, Cramer predicts that there will be increased interest in the stock. Cramer would also buy TMO before the company makes its presentation at the conference at 11 a.m on Tuesday, and this "coming out party" and its merger with Fisher Scientific should have a beneficial effect on the stock. Cramer calls TMO the "premier arms supplier to the whole pharmaceutical business" and although it is not a pure play, its end markets are strong. He notes that analysts have been "falling over themselves" to raise estimates, and they still don't realize what a "powerhouse" TMO is, since it will be able to cut costs, increase margins and see 32% growth in 2007. "It's the biggest, the best and deserves to trade at a premium to other life sciences companies," Cramer said, noting that it is cheaper than its rivals.
Related: Gilead paid a high premium to acquire Myogen.
Optium (NASDAQ: OPTM - News)
Cramer declared that OPTM was the most overlooked IPO of 2006 because it was unfairly lumped together with other telcos. He would pick up this "overlooked and written off" stock because it has a triple play of internet, TV and radio. In addition, it is the "optical infrastructure play we have been hoping for, " and has tripled its backlog. Since OPTM is speculative, Cramer suggests doing research before buying, and says that those who find the company's technology hard to understand should move on to something else.
Related: Tiernan Ray discusses Optimum's IPO and other optical stocks.
CEO Interview: Peter Marrone, Yamana Gold (AMEX: AUY - News)
Cramer asked Peter Marrone to explain how AUY has such low finding costs and why it is a good option for those who want to invest in gold stocks rather than in gold itself. Marrone explained that Yamana has large mines, and thanks to the size and scope of operations, AUY can produce gold at a low cost. He went on to say that the cash cost of producing AUY's gold is low because of its byproduct credits from copper production, and that its costs for 2007 to 2008 will actually be negative. When Cramer asked about potential acquisitions, Marrone replied that there may be some opportunities in Latin America once AUY's stock price is consistent with its peers. Cramer recommended AUY as a strong gold stock.
Related: The Wall Street transcripts roundtable on gold stocks for 2007.
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Labels: AUY, GILD, Jim Cramer, Mad Money, OPTM, TMO