Jim Cramer's Mad Money Review

Bullish calls:
Vodafone (VOD): 'You know I like VOD!... It's part of my European invasion... ' Verizon (VZ): 'Ivan Seidenberg [CEO]... why have you been hiding? Why don't you come on the show? You know I love you... I do. I think he's fabulous.' Unilever (UN) Sirius Satellite Radio (SIRI): 'I think the merger happens in the first quarter. I've been recommending this stock since $2.75 … you're going to get $6, when the deal comes across... At $6 bucks, then we're done.' Hologic (HOLX): 'This one is - buy, buy, buy! - my absolute favorite right now, when it comes to diagnostics. It was knocked down a couple of points because of that financing..' FCStone Group (FCSX): 'It's just unbelievable how good FCSX turned out to be, and I'm sorry that I gave it just a trade, and not an investment.' Best Buy (BBY): 'BBY is best in show.' Costco (COST): 'I like BBY. Not as much, though, as I like 52-week high, Costco!' Sonic (SONC): 'But SONC is in there buying back stock. It's a regional-to-national store chain. I reiterate that I like that stock very much!' Diamond Offshore (DO): 'Maybe you take a little off the table, but that is some great company!' Transocean (RIG): 'I don't like [Diamond Offshore] as much as I like Transocean.'
Bearish calls:
Broadcom (BRCM): 'No way, no way... sell, sell, sell! BRCM is just challenged.' LHC Group (LHCG): 'I 'm not a believer in that business.' Qualcomm (QCOM) Centex(CTX)
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Labels: BBY, BRCM, COST, CTX, DO, FCSX, HOLX, Jim Cramer, LHCG, Lightning Round, Mad Money, QCOM, RIG, SIRI, SONC, UN, VOD, VZ

Bullish:
Coca-Cola (KO) or Pepsi (PEP)
Investools (SWIM): Cramer likes the stock.
Skyworks (SWKS): Cramer likes this stock and RF Micro (RFMD) until the end of the year, and then he thinks it will be time to get out.
Media (FMCN) or Baidu.com (BIDU).
Best Buy (BBY) instead of Circuit City.
Under Armour (UA): Cramer thinks this quarter is going to be good, and that UA is the place to be.
Aircastle (AYR): Cramer likes the good yield, but the stock is not exciting.
Kraft (KFT)
Oracle (ORCL) is the better software play.
Bearish:
Melco (MPEL): Cramer thinks that they know nothing about the casino business. "Sell, sell, sell!"
China Precision (CPSL): Cramer thinks this is a sell, and that you should go with Focus.
Circuit City (CC): Cramer thinks there is nothing there
Invesco (IVZ): Go with T. Rowe Price (TROW) instead.
Level 3 Communications (LVLT): Cramer thinks you should stay away and that he needs to have the CEO on the show.
Tellabs (TLAB): Don't Buy, Don't Buy, Don't Buy.
ADM (ADM): Cramer thinks that this is a lost company
Lance (LNCE): Don't buy
Red Hat (RHT): Cramer doesn't like Red Hat
Jones Soda (JSDA): Stay away from

Labels: AYR, BBY, BIDU, FMCN, Jim Cramer, KFT, KO, Lightning Round, Mad Money, ORCL, PEP, RFMD, SWIM, SWKS, UA

Cramer started the Lightning Round by recommending that holders of Baidu.com (BIDU) and Focus Media (FMCN) take some profits off the table. The holders of these stocks should sell half their holdings.

Bullish:
Cisco (CSCO) is a better choice than Arris Group
Procter & Gamble (PG)
AK Steel (AKS): Cramer recommended owning AKS on the potential for a takeover.
Go with Wynn (WYNN) and Las Vegas Sands (LVS) instead
Republic Services (RSG): Likes it but would go with Waste Management (WMI) is the best-of-breed stock in this space.
Altria (MO): Stick with it and buy more if it goes below $65.
Intuitive Surgical (ISRG): "One of the great growers."
Freeport-McMoRan (FCX): Cramer expects FCX to go $120, but he wouldn't frown on investors taking profits.
Cramer likes Best Buy (BBY) or Lululemon (LULU) better.
Chipotle (CMG) instead of Buffalo Wild Wings
Garmin (GRMN): Cramer likes the stock, but it's up too much today.

Bearish:
Harman International (HAR): Wait until December to look at.
Arris Group (ARRS): Overpay
Global Payments (GPN): Cramer's not interested.
Melco (MPEL): Three boo's
E*Trade (ETFC): Cramer isn't bullish on the stock just yet. He said he doesn't think it goes below $9.
GigaMedia (GIGM): Cisco (CSCO) is the better play here also.
hhgregg Inc (HGG): No
Buffalo Wild Wings (BWLD): Cramer thinks you should get out of Buffalo Wild Wings

Labels: AKS, BBY, BIDU, CMG, CSCO, FCX, FMCN, GRMN, ISRG, Jim Cramer, Lightning Round, LULU, LVS, Mad Money, MO, PG, RSG, WYNN

First caller asking whether the tech sector is still the best place to be? Cramer says drop out of tech right now and wait for the pullback.
Second caller inquired on stock splits and asked if Cramer thinks a stock split is forthcoming for Apple (AAPL). Cramer said he wouldn't be surprised.
Third called asking if EMC is a better value than VZW. Cramer said he likes EMC.

Cramer's getting bullish on companies taking a "no bull" approach to business. He looked at companies that started in U.S. but have expanded. U.S. is no longer a growth country. Cramer says invest in companies with growing international exposure. Best Buy (BBY): Creating value with through the Canadian loon and expanding elsewhere globally. International sales are huge with Best Buy. Circuit City is shrinking its business. Cramer stated the success and future potential of Best Buy's Geek Squad.

Next, Cramer talked about the fact that the US economy is not in great shape, so we should look abroad for investment opportunities. He specifically mentioned Carnival Cruises (CCL) as a buy, and thinks that it will beat Royal Caribbean (RCL) in the growing European cruise market.

Airgas (ARG): Cramer spoke to the CEO of Airgas about its excellent performance. Cramer thinks this is another stock to buy after the pullback.
Lowe's (LOW): Finally, Cramer mentioned that Lowes was hurt in the market downturn. He reiterated his pullback theory, saying retail will lead the way down, followed by tech.

Labels: AAPL, AMZN, ARG, BBY, CCL, EMC, GOOG, Jim Cramer, LOW, Mad Money, Mad MOney Recap, RIMM

Here are 7 stocks for traders for Tuesday from TradingMarkets.com:
Adobe Systems (NasdaqGS:ADBE - News) beat earnings on Tuesday afternoon, announcing $0.45 EPS over an expected $0.41 EPS. ADBE's PowerRating (for Traders) is 6.
The European Union announced it had denied Microsoft's (NasdaqGS:MSFT - News) appeal to a negative anti-trust suit, forcing MSFT to pay a $497 million euro fine. MSFT's PowerRating (for Traders) is 4.
AutoZone (NYSE:AZO - News) reports earnings on Tuesday morning, with analysts looking for $3.25 EPS. AZO's PowerRating (for Traders) is 4.
Best Buy (NYSE:BBY - News) should announce $0.44 EPS when the company reports earnings on Tuesday before the bell. BBY's PowerRating (for Traders) is 4.
Kroger (NYSE:KR - News) is looking to report $0.34 EPS on Tuesday morning. KR's PowerRating (for Traders) is 5.
Analysts are watching for Lehman Brothers (NYSE:LEH - News) to announce $1.52 EPS Tuesday before the market opens. LEH's PowerRating (for Traders) is 3.
Watch for Darden Restaurants (NYSE:DRI - News) to report $0.70 EPS on Tuesday morning. DRI's PowerRating (for Traders) is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: ADBE, AZO, BBY, DRI, Hot Stocks, KR, LEH, MSFT

Bullish calls:
Best Buy (BBY): I think Best Buy does the job. OceanFreight (OCNF): We like dry bulk shipping! Eagle Bulk Shipping (EGLE): That group rocks!
Bearish calls:
Circuit City (CC): Existential crisis here. I'm having trouble trying to figure out why Circuit City stays in business, to be honest.
Build-A-Bear (BBW): I don't even want to get near that stock. That one is a House of Pain. Wyeth (WYE): .It has been just a terrific performer this year. ...I want you to take some off the table. It's just not that good a company. Synaptics (SYNA): It has been a good winner. It is all the way up. But I just have to give you a Don't Buy. Unisys (UIS): I can't get behind the stock whatsoever. That's old technology. That ain't workin. Martha Stewart (MSO): Disappointing. By the way, I can't get behind anything print. New York Times (NYT): Very worrisome.
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Labels: BBW, BBY, CC, EGLE, Jim Cramer, Lightning Round, MSO, NYT, ONCF, SYNA, UIS, WYE

Best Buy (NYSE: BBY - News), Circuit City (NYSE: CC - News) and Costco (NasdaqGS: COST - News): BBY is not the best buy because warnings from Home Depot and Sears. While Cramer searched desperately for a reason to be bullish on CC, he couldn't find one. COST is Cramer's favorite warehouse retailer because it is where "the rich people shop."
Whirlpool (NYSE: WHR - News) and Black & Decker (NYSE: BDK - News): Cramer would avoid these stocks because he doesn't envision a housing turnaround in the near future.
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Labels: BBY, BDK, CC, COST, Jim Cramer, Stop Trading, WHR

Black & Decker's (NYSE: BDK - News), Sears (NasdaqGS: SHLD), Best Buy (NYSE: BBY - News), iShares MSCI Emerging Markets (AMEX: EEM - News)
Cramer commented the pin action on earnings news this week occured because expectations were low. For instance, once BDK announced that its inventory glut was easing, hopes were raised for Sears' Craftsman brand. In addition, Matthew Fassler of Goldman Sachs upgraded BBY "with the hopes that we've caught a bottom in durable goods purchases," he said. With Sears' solid clothing business, Cramer thinks SHLD "may be breaking out here." Concerning an article by Daniel Harrison observing that iShares MSCI Emerging Markets is back at $120, Cramer would proceed with caution, because the Chinese government does not like speculation. On the other hand, he expressed annoyance when guests on Erin Burnett's "Street Signs" show on CNBC denied the decline was a buying opportunity. "They were horribly wrong," Cramer said. People need to realize that "when a decline happens, maybe it's prudent to buy, not run from it."
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Labels: BBY, BDK, EEM, Jim Cramer, SHLD, Wall Street Confidential

Black & Decker's (NYSE: BDK - News), Sears (NasdaqGS: SHLD), Best Buy (NYSE: BBY - News), iShares MSCI Emerging Markets (AMEX: EEM - News)
Cramer commented the pin action on earnings news this week occured because expectations were low. For instance, once BDK announced that its inventory glut was easing, hopes were raised for Sears' Craftsman brand. In addition, Matthew Fassler of Goldman Sachs upgraded BBY "with the hopes that we've caught a bottom in durable goods purchases," he said. With Sears' solid clothing business, Cramer thinks SHLD "may be breaking out here." Concerning an article by Daniel Harrison observing that iShares MSCI Emerging Markets is back at $120, Cramer would proceed with caution, because the Chinese government does not like speculation. On the other hand, he expressed annoyance when guests on Erin Burnett's "Street Signs" show on CNBC denied the decline was a buying opportunity. "They were horribly wrong," Cramer said. People need to realize that "when a decline happens, maybe it's prudent to buy, not run from it."
Published by SeekingAlpha

Labels: BBY, BDK, EEM, Jim Cramer, SHLD, Wall Street Confidential

Bullish calls:
Foster Wheeler (NASDAQ: FWLT - News): ' ... I'm not selling the rest, because this company, and KBR ... both have the single best pin action off all the oil that's been found, and the money - particularly the new need to have petro plants and nuclear - that FWLT is going to be a core position for me. Two thumbs up, way up.'KBR (NYSE: KBR - News)Conceptus (CPTS): 'I like it, but I can't rave about it, because I like other companies in medical devices. And I haven't tried it personally, but I hear good things.'Cisco (NASDAQ: CSCO - News)J.C. Penney (NYSE: JCP - News)Devon Energy (NYSE: DVN - News)Best Buy (NYSE: BBY - News): 'The best of times at BBY ... should be bought here. Why? Because they are annihilating CC. 'Quest Diagnostics (NYSE: DGX - News): ' ... brutally knocked down by momentum sellers. And I have been calling a bottom here at $52 bucks. I like that better than Bio-Reference Laboratories."Indevus Pharmaceuticals (NASDAQ: IDEV - News): 'A lot of ways to win. I mentioned the stock as being a good speculative play. Everyone do a little homework, and see if you like the stock.'
Bearish calls:
O2 Micro International (NASDAQ: OIIM - News): ' My friend, we're trying to stay away from mixed signals. I'm talking about mixed-signal circuits, which I have lost money in for maybe 15 years. I want you to get off right now, and sell that stock.'SanDisk (NASDAQ: SNDK - News): ' ... for a trade, I think it can go to $47. But this stock has got tremendous tax-loss selling. And I don't want you to run into that, because that is a buzzsaw! Wait until January if you have to own SNDK.'Family Dollar (NYSE: FDO - News):Wal-Mart (NYSE: WMT - News): 'I can't get wild about WMT, which has that look and feel of a dollar store.'Dollar General (NYSE: DG - News): 'I see a trade at $14-17, $14-17. I can't get wild about that.'UAL (NASDAQ: UAUA - News): 'I want you to ring the register. You made a great trade... but no, you must take that money off the table. I cannot have it turn into a loss. Congratulations on a good one.'CPFL Energia (NYSE: CPL - News): 'Too dicey! I think that a Brazillian 4% yield is not enough to keep me with maybe so-so growth ... I would rather see you, honestly, in an American growth utility.'Brightpoint (NASDAQ: CELL - News): 'You know I don't like the wireless business ... It's too hard a business. I don't want to touch it. 'Arena Resources (NYSE: ARD - News): 'It is a sleeper oil stock, but it's up a lot, and as much as I like ARD, I feel like that's a good swap out of some of the crazier.'Motorola (NYSE: MOT - News): 'Can't get behind the MOT. It's been a real house of pain; I see no real momentum there.'Nokia (NYSE: NOK - News): 'I don't like the NOK. I don't like the cell phone business.'Bio-Reference Laboratories (NASDAQ: BRLI - News): ' Let's swap out of BRLI; let's go to DGX.'Circuit City (NYSE: CC - News): ' ... the worst of times at CC. When I was going over the CC quarter, I could not believe how much money they are losing on the exact same product that they are making money on at BBY... I question if there even needs to be a CC.'

Labels: ARD, BBY, BRLI, CC, CPL, CSCO, DGX, DVN, FDO, IDEV, JCP, Jim Cramer, KBR, Lightning Round, Mad Money, MOT, NOK, SNDK, UAUA, WMT

Best Buy (NYSE: BBY - News), Circuit City (NYSE: CC - News), Exxon (NYSE: XOM - News), Apple (Other OTC: APPL.PK - News), Oracle (NASDAQ: ORCL - News), Fed EX (NYSE: FDX - News), Altria (NYSE: MO - News), Colgate (NYSE: CL - News), Procter & Gamble (NYSE: PG - News), Toyota Motor (NYSE: TM - News), New York Stock Exchange (NYSE: NYX - News), Goldman Sachs (NYSE: GS - News), Ford (NYSE: F - News), Sotheby's (NYSE: BID - News), Bank of America (NYSE: BAC - News), Valassis Communications' (NYSE: VCI - News), Advo (NYSE: AD - News): Cramer observed that the performance of BBY and CC is an indication of strong consumer spending, adding: "As soon as you cut price for anything in this market, the consumer is ready." Since CC is losing a lot of its TV sales to BBY, Cramer suggests buying BBY. Cramer attributes the reverse in the market (although oil is up) to end of the year buying and that Monday's sellers are finished; "Do not forget how little stock there is around. So when the futures trade up, they are able to move absolutely everything." Cramer noted that futures did trade up and added that he would pick up oils like Exxon, since mutual funds are doing the same thing. He recommends buying Apple at $86, Oracle, and FedEx after it comes down, and says that the reason he is interested in these "broken situations" is that "Everyone needs a bargain to get in because then they feel like they've missed it. They don't want to show that they don't have enough equity in an unbelievable Dow year." Cramer noted that many companies reported that a weak dollar helped them in terms of translation, and believes that this is the reason Altria, Colgate and Procter and Gamble are too low. He suggests looking at TM, NYX and GS, adding that GS can ramp as the window is stil open to sell, that it had a great quarter and is cheaper than comparable stocks. He thinks that the NYX's merger with Euronext will be worthwhile in spite of the lack of sponsorship. Cramer warns against Ford upgrades because the company has to do some banking. He commented that BID looks cheap, BAC gave a good report and that VCI's merger with AD is at the right price.
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Labels: AAPL, AD, BAC, BBY, bid, CC, CL, F, FDX, GS, Jim Cramer, Market Minute, MO, NYX, ORCL, PG, TM, VCI, XOM

Hot Stock #1: Omniture (NASDAQ: OMTR - News)
Cramer devoted the program to discussing "hot stocks," and began with Omniture which produces software that allows websites to collect and analyze user-generated data; its clients include Time Warner's AOL, Expedia, and Ford. Omniture was a "sleepy, ignored -- even disliked -- IPO that came out last summer," he said, but later started to run, and Cramer thinks that a disappointing IPO which later picks up steam is a stock people are not likely to abandon. The company is a best of breed in a growing business and is expanding faster than its rivals. However, Cramer warns that since the stock went public in June, analysts have "rolled out buy and buy after buy" on OMTR which has just three holds, and he believes that this situation sets OMTR up for downgrades. Cramer also notes that the share lockup expires on December 26, when holders may start to sell. Those who already own the stock should hold it, according to Cramer, and buyers should wait until after December 26 to take advantage of low prices following a selloff.
Related: Jeff Molander discusses OMTR and the growth market for web advertising.
Hot Stock #2: Gmarket (NASDAQ: GMKT - News) with Yahoo (NASDAQ: YHOO - News)
Although Cramer has recommended eBay, he suggests investing in a company that has more growth potential, and suggests taking a look at South Korea's answer to eBay, Gmarket, which Cramer says is "viscerally more pleasing than eBay" and whose revenues in Korea have already surpassed those of its larger rival. Not only is Gmarket's revenue up 125% year over year, but it has no debt, and is "massively undervalued" compared to eBay and Amazon, says Cramer. In addition, Yahoo owns 10% of the company and is helping it expand beyond Korea. Gmarket is an IPO and its share lockup expires on Wednesday. Cramer suggests doing some homework and buying shares after Wednesday.
Related: Highlights from Gmarket's SEC filing
Hot Stock #3: Melco PBL Entertainment (NASDAQ: MPEL - News)
Cramer has talked alot about Macau, a city off the coast of China where gambling has flourished, and many companies including Las Vegas Sands have set up casinos there. Since the gambling industry is still in "the early innings of the Macau story," Cramer believes that it is worth looking at MPEL, the first pure play on Macau. Cramer recommends buying the IPO which may open between $16 and $18, but would be cautious after $25, and suggests selling at $40.
Related: Abbi Adest presents a profile of MPEL in a report on This Week's IPOs.
Mad Mail: Baker Hughes (NYSE: BHI - News) and Halliburton (NYSE: HAL - News), Best Buy (NYSE: BBY - News) and Costco (NASDAQ: COST - News)
Cramer told a viewer that he likes both BHI and HAL, but noted that HAL is less expensive. He said that BBY it "too cheap" and would stay with it, although it has been hurt somewhat by competition from COST which is also doing well.
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Labels: BBY, BHI, COST, GMKT, HAL, Jim Cramer, Mad Money, MPEL, OMTR, YHOO

Apple (NASDAQ: AAPL - News), Marvell (NASDAQ: MRVL - News), Yahoo (NASDAQ: YHOO - News), Research in Motion (NASDAQ: RIMM - News) and eBay (NASDAQ: EBAY - News): Cramer is optimistic about Apple, which was up 1.5% on Wednesday, and he thinks the stock is headed to $90. Although it dropped 3% when Forrester Research reported that the company had a 65% dip in iTunes revenue in the first half of this year, Gene Munster of Piper Jaffray noted that Apple had robust growth for the first nine months of 2006, and also reported that Marvell was strong. Cramer notes that Yahoo is being "buoyed" by December 27 calls and that it will pull back next week unless there is an update on Panama within 10 days. Cramer also thinks that eBay will give a boost to the tech rally: " Skype has been in a very ridiculed acquisition by eBay that all of a sudden looks like it's going to have traction," Cramer said. He also noted that he likes RIMM, which has been hit the hardest by the tech selloff.
Best Buy (NYSE: BBY - News): Cramer likes the fact that retail is "shrugging off" BBY's lackluster report and is critical of those who are bearish on the sector. "The fact is that retail is not a disaster."
Chevron (NYSE: CVX - News) Devon (NYSE: DVN - News), Transocean (NYSE: RIG - News) and General Electric (NYSE: GE - News): Cramer thinks that oils have reached their peak, but likes CVX and DVN and RIG, noting that the latter has drilling prospects in the Gulf of Mexico. Concerning GE, Cramer said that the stock could be yielding a dividend of 3.5% next year given its recent 12% dividend boost, andhe is starting to get interested in the stock.

Labels: AAPL, BBY, CVX, DVN, EBAY, GE, Jim Cramer, Market Minute, MRVL, RIG, RIMM, YHOO

Best Buy (NYSE: BBY - News), Nucor (NYSE: NUE - News), Costco (NASDAQ: COST - News), Wal-Mart (NYSE: WMT - News), Circuit City (NYSE: CC - News), Mastercard (NYSE: MA - News): Cramer called weak earnings reported by BBY and NUE "worrisome," but he did not feel that they were an indication of an overall economic decline, since he believes that the consumer is "on fire." He is not even concerned about Visa's comment on slower spending, and said, "There are lots of price wars going on" among retailers such as Costco and Wal-Mart. Cramer suggests paying attention to BBY rival Circuit City's report, since it fell on BBY's slow earnings, but even if Circuit City's results are sluggish, that just means that "may be time to own Mastercard instead."
Toll Brothers (NYSE: TOL - News): Cramer said that Robert Toll is "a terrific guy," but that the CEO was bullish at what turned out to be the top of his business and bearish on what seems to be the bottom, which indicates that housing will run longer.

Labels: BBY, CC, COST, Jim Cramer, Jim Cramer's Stop Trading, MA, NUE, TOL, WMT

Labels: BBY, CBH, COST, FD, JCP. CWTR, Jim Cramer, LOW, Mad Money, MW, SBUX, SHLD