Jim Cramer's Mad Money Review

Buy Syngenta (SYT), Jim Cramer said on CNBC's "Stop Trading!" segment Monday.
Cramer said the Swiss agriculture company has been welcomed in Europe, unlike American companies. "I always felt that Europe had been very inhospitable to American biotechs," he said, calling Syngenta "one that they embrace." The stock is a "great buy," he said.
Cramer pointed out that Syngenta is off its highs. Because Bunge (BG), Monsanto (MON) and Syngenta all trade alike, "Anytime you get a discount in one, I'd pull the trigger," he said.
In energy, Cramer recommended ABB Ltd. (ABB). Cramer said that presidential candidate John McCain has left nuclear power as "really the only option" he supports. "ABB is the nuclear company from around the globe," he said.
Cramer said that Deutsche Telekom (DT) ought to acquire Sprint Nextel (S). With "no growth" and a 7% yield, Cramer said, Deutsche Telekom should take advantage of Sprint's install base. "They need growth to get this thing energized," he said. "I don't know what the holdup is."
Of BP (BP), Cramer said that American investors are impressed with the company's new management. He said that BP's 4% yield is safe.

Labels: ABB, BG, BP, DT, Jim Cramer, MON, S, Stop Trading, SYT

The Fuel is Greener: Deere (DE), Monsanto (MON), Bunge (BG), Mosaic (MOS), Agrium (AGU), Potash (POT)
When looking at the agriculture bull market, Cramer urged investors to think energy and not food. As oil prices rise, the pressure to develop alternative fuels from soybeans and corn will increase. This has been good news for farming stocks such as Deere, Bunge and Monsanto and especially fertilizer companies, Agrium, Potash and Mosaic. "All of these gains have been driven by demand," Cramer said and sees years of upside in this sector. However, since many agriculture stocks have already increased substantially, Cramer would wait for a decline before buying many of them.
Still Time for NYSE Euronext (NYX)
While NYX has been the worst performing stock Cramer has seen in 26 years in the business, he would stay with it. His thesis for owning the stock is unchanged and the only reason NYX went down is because "it was just going down…. Even though you hate owning it, nothing fundamental has changed for the company underneath it." In fact, NYX keeps beating estimates, its fundamentals are better than they were at the beginning of the year, and Cramer thinks this bear raid on NYX can't last forever.
Sitting on the Fed Fence: Kroger (KR), Costco (COST)
Cramer advised a wait and see strategy concerning the Fed meeting on Tuesday. A quarter point cut in rates could lead to recession fears and may bring some stocks down. On the other hand, a half a point cut could be a buying opportunity for banks tech and industrials. If it weren’t for the meeting, Cramer would suggest buying Costco and Kroger ahead of their earnings reports, but now he recommends waiting before making a move.
Meet the Mutual Fund Manager: Ron Muhlenkamp of Muhlenkamp (MUHLX) with stocks: Altria (MO), Devon Energy (DVN), Cemex (CX)
Cramer said investing in a mutual fund is really an investment in the fund’s manager, and invited Ron Muhlenkamp to discuss his strategy of finding good companies at low prices, particularly names others don’t recognize yet or like. He discussed MO, one of the fund’s holdings and said there is room to grow for DVN and CX.
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Labels: AGU, BG, COST, CX, DE, DVN, Jim Cramer, KR, Mad Money, MO, MON, MOS, MUHLX, NYSE Euronext Inc., NYX, POT

Bullish:

Boston Beer (SAM), beer brewers are in right now, so he wants to buy it at this price.
Research In Motion (RIMM), take half your profits off the table and wait for a dip in the stock to buy.
Monsanto (MON), Cramer thinks this is a buy
Deere (DE),
Potash (POT)
Bunge (BG),
Syngenta (SYT),
Mosaic (MOS),
Agrium (AGU),
XTO Energy (XTO),
Devon Energy (DVN),
Apache (APA),
Prudential (PRU),
Intel (INTC),
athenahealth (ATHN) - Cramer is bullish on this stock,
UnitedHealth (UNH).

Bearish:
Delta Petroleum (DPTR), rather have you in XTO, Devon Petroleum or Apache (APA)
Excel Maritime Carriers (EXM), too volatile to recommend at this price.
MetLife (MET)
SanDisk (SNDK). Buy Intel before you buy SanDisk.

Labels: AGU, BG, DE, Jim Cramer, Lightning Round, Mad Money Lightning Round, MON, MOS, POT, RIMM, SAM, SYT

Fluor (FLR), Shaw (SGR), Bunge (BG), Foster Wheeler (FWLT): Cramer says Fluor, which is GE's infrastructure business, is on fire as is the sector and that FLR is a great way to play the Middle East; "Look at that chart! It's the north face of Everest!... It's into thin air... We're at base camp three!," remarked Cramer, while reminding viewers FLR is down $6-7 from its high. In addition, investors who want nuclear energy should look at SGR, which has doubled but is still processing many orders, as well as Foster Wheeler, which Cramer has been recommending for 100 points. He noted Bunge is finally "exploding."
Wells Fargo (WFC), US Bancorp (USB): While Cramer thinks WFC is alright, he noted they had high home equity losses. Even though USB had 4% home equity losses, it was "far more ahead of the game," and Cramer thinks USB is a buy, especially since Buffett has a stake.
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Labels: BG, FLR, FWLT, Hot Stocks, Jim Cramer, SGR, Stop Trading, USB, WFC

Bullish:
Lululemon (LULU) since it is up 53% since Cramer recommended it on August 3.
Stericycle (SRCL): Cramer has been behind this stock for a while and he's still recommending it.
Coach (COH): Cramer thinks you can get the stock at a discount right now.
Cramer likes Bunge (BG), Monsanto (MON), Deere (DE) and Mosaic (MOS)
DryShips (DRYS): Cramer is bullish.
Union Pacific (UNP): Likes more than BNI
Amazon.com (AMZN): Cramer thinks the stock is going up to $100.

Bearish:
BPZ Energy (BZP): Cramer needs to do some research on the stock and follow up.
Compellent Tech (CML): Cramer needs to do his homework on the stock and come back to it later.
Burlington Northern Santa Fe (BNI): Cramer likes the railroad stocks, but UNP more
American Oriental (AOB): Likes Bunge, Monsanto, Deer and Mosaic more.

Labels: AMZN, AOB, BG, BNI, BZP, CML, COH, DE, DRYS, Jim Cramer, Lightning Round, LULU, Mad Money Lightning Round, MON, MOS, SRCL, UNP

Bullish:
Schering-Plough (SGP): Cramer loves CEO and thinks stock is going higher.
Synchronoss Technologies (SNCR): Thinks it can go higher.
American Eagle Outfitters (AEO): Terrific stock
Bill Barrett (BBG): great oil explorer and well run company.
XTO Energy (XTO): Good explorer too
Deere (DE): thinks you should buy a small position here and then buy the rest if the stock pulls back.
Bunge (BG):
Monsanto (MON).
Bearish:
Hansen Natural (HANS): Doesn't have a good feeling about stock anymore.
Coldwater Creek (CWTR): Cramer recommended this stock at $25 to $30, and the stock plummeted to $9.10. Cramer admitted he was wrong and then said that he hates the stock.

Labels: AEO, BBG, BG, CWTR, DE, HANS, Jim Cramer, Lightning Round, Mad Money, MON, SGP, SNCR, XTO

Procter & Gamble (PG): Procter & Gamble is cheap to the mid-$70s. Stay in it.
Dominion (D): Cramer gives it the triple buy!
Omniture (OMTR): "Stock is going to $35. Do not sell."
Boeing (BA): Sotck goes to $120. Boeing "all aboard."
Ceragon Networks (CRNT): "Just go buy Cisco (CSCO)"
Intuitive Surgical (ISRG): Wait until you have $10,000 or more. Cramer endorses the stock.
Archer Daniels Midland (ADM): Buy Deere (DE), Monsanto (MON), and Bunge (BG) instead. "52 week high."
Seagate (STX): Cramer doesn't like the disk drive stocks, and thinks you should go with Intel (INTC) or Hewlett-Packard (HPQ).
Chevron (CVX): Cramer thinks you have to own the stock unless you own ExxonMobil (XOM) or ConocoPhillips (COP).

Labels: ADM, BG, COP, CRNT, CSCO, CVX, D, DE, HPQ, INTC, ISRG, Jim Cramer, Lightning Round, Mad Money, MON, OMTR, PG, STX, XOM

Bullish calls:
Bunge (BG) Monsanto (MON) Sirius Satellite (SIRI): I've positive on SIRI right here, at $2.80. We've reiterated it all the way and said it's going to go to $4 bucks, and the deal gets done. Now, when the deal gets done, it will go to $6 bucks. Research In Motion (RIMM): Yes, I know, it's up a lot. I do not care. It goes higher. First Solar (FSLR): I just want to reiterate that I like First Solar. Suntech Power Holdings (STP) LDK Solar (LDK) Omniture(OMTR): … my favorite... It's kind of an instant Nielsen on the web. It's ad-directed traffic... That's your play. Meridian Bioscience (VIVO): Ithink diagnostic companies are the wave of the future. I'm going with you. Inverness Medical Innovations (IMA) Blue Coat Systems (BCSI): 'It's a good stock. This is web infrastructure … I've got to go with it. Garmin (GRMN) Cnooc (CEO)) Petrochina (PTR) MEMC (WFR) Central European Distribution (CEDC): That, by the way, is a fabulous stock - with 700 different distillations of liquor.
Neutral calls:
Furmanite (FRM): Man, you know what? That's one we're going to have to do work on... I don't know FRM...
Bearish calls:
Pacific Ethanol (PEIX): I've got to steer you away from that. That is not that good a stock. Blockbuster (BBI): It just had a nice move, but I don't like the business model that much - Don't buy, don't buy. Palm (PALM): I don't like PALM at all. First Marblehead (FMD): No, just too hard. F5 Networks (FFIV): You know that last quarter wasn't that good... and I like that company very much...... I'm going to send you from FFIV to Omniture. Trimble Navigation (TRMB): … if we've got Garmin, I don't need to be in TRMB.
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Labels: BBI, BCSI, BG, CEO, FFIV, FMD, FRM, GRMN, IMA, Jim Cramer, Lightning Round, MON, PALM, PEIX, PTR, RIMM, SIRI, TRMB, VIVO, WFR

Oceaneering International (NYSE: OII - News): 'If I had my druthers going into hurricane season though, it's going to be Oceaneering.'FMC Technologies (NYSE: FTI - News): 'They are oil service oil companies that work for technical expertise to make sure that oil comes out. They are exactly what you need when you need to find hard-to-get oil.'Superior Offshore (NasdaqGM: DEEP - News): 'DEEP can't rally... I can't back away, because the fundamentals are good ... it's too cheap to sell.'Baidu.com (NasdaqGS: BIDU - News): 'This company is selling much more cheaply than Google ... I know that I'm being a little piggish, but I do like it on this little pullback.'Deere (NYSE: DE - News)Bunge (NYSE: BG - News): ' ... just hit a new high today.'Potash (NYSE: POT - News): ' ... closing in on a new high.'Mosaic (NYSE: MOS - News)Monsanto (NYSE: MON - News): 'I'd pull the trigger on MON.'Intel (NasdaqGS: INTC - News): 'INTC's a bank... they've got a lot of cash.'Graco (NYSE: GGG - News): 'This is a nuts and bolts American company that is doing very well ... I've got to stick with it. That management is just superior... It is just the kind of great American company that doesn't get talked about enough.'Public Service Enterprise (NYSE: PEG - News): 'Don't like them? Go buy them! PEG... This is one of the best utilities... these ar ramping.'Marathon Oil (NYSE: MRO - News): 'MRO - It's nuts that it keeps going down! They're doing the right thing with that Western purchase... I would buy that stock right here!'Schering-Plough (NYSE: SGP - News): 'You know I like SGP.'AECOM Technology Corporation (NYSE: ACM - News): 'its a big play off that horrible tragedy of the bridge collapsing ... remember, these stocks are not going to go up again tomorrow... So, if you have a very quick gain, c'mon... '
Bearish calls:
Starbucks (NasdaqGS: SBUX - News): 'I do like the fact that SBUX put through that price increase, but their same-store sales are anemic... They don't have great growth, but they have a great growth multiple ... I'm putting SBUX in the 'don't buy' camp. But, if it goes to $23-24, it will finally be cheap, and then we'll do some buying.'Northwest Airlines (NYSE: NWA - News): 'No, no! Too much bad stuff going on! Sell, sell, sell! Let's play it easy...'Teva Pharmaceutical (NasdaqGS: TEVA - News): 'No, let's go proprietary.'
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Labels: ACM, BG, BIDU, DE, DEEP, FTI, GGG, INTC, Jim Cramer, Lightning Round, MON, MOS, MRO, OII, PEG, POT, SBUX, SGP

Lehman (NYSE: LEH - News), JP Morgan (NYSE: JPM - News) and Bear Stearns (NYSE: BSC - News): After Thursday's carnage, Cramer has put financials on probation, and outlined necessary factors that would allow these stocks to perform again. First, Wall Street should cut its estimates, second, there should be layoffs in mortgage and corporate bonds departments. Third, the companies have to keep better track of what they have been losing to sub-prime debt and hung bridge loans. Cramer would stay away from JPM because of its connection with corporate debt and would not touch any housing stocks.
Pepsi (NYSE: PEP - News), Kellog (NYSE: K - News), Bunge (NYSE: BG - News), Celgene (NasdaqGS: CELG - News), Schlumberger (NYSE: SLB - News): Cramer would go "bottom fishing" in soft goods, such as Pepsi, which is down and Kellogg, whose quarter was "thing of beauty." He also likes agriculture and healthcare, especially BG and Celgene. Since Exxon is not drilling enough oil, Cramer predicts SLB will be called upon to come to the rescue. He also reiterated his praise for the tech sector which is "hot" in late summer.
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Labels: BG, BSC, CELG, Jim Cramer, JPM, K, LEH, PEP, SLB, Stop Trading

Bull Meat Barbecue
Although Thursday's selloff resembled a "bull meat barbecue," Cramer encouraged viewers not to lose heart and reiterated his principle that there is always a bull market somewhere. He made a checklist of three kinds of stocks to avoid: Stocks, such as housing, which need low interest rates to go higher, stocks (restaurants, retail etc.) with too much leverage to the domestic economy, and companies which must borrow to make an acquisition. Cramer emphasized the importance of selling these stocks, especially for those who did not lighten their portfolios before the selloff and those who cannot take the pain and wait for these sectors to recover.
Game Plan for Next Week: Pepsi (NYSE: PEP - News), Colgate (NYSE: CL - News), Kellogg (NYSE: K - News), Kimberly Clark (NYSE: KMB - News), Caterpillar (NYSE: CAT - News), Foster-Wheeler (NasdaqGS: FWLT - News), Freeport McMoRan (NYSE: FCX - News), Schlumberger (NYSE: SLB - News), Halliburton (NYSE: HAL - News), Boeing (NYSE: BA - News), Bunge (NYSE: BG - News), Monsanto (NYSE: MON - News), Dell (NasdaqGS: DELL - News), Hewlett-Packard (NYSE: HPQ - News), Cisco Systems (NasdaqGS: CSCO - News), Celgene (NasdaqGS: CELG - News), Merck (NYSE: MRK - News), Medco Health (NYSE: MHS - News)
Because on The Street, a trauma does not usually follow a trauma, Cramer expects a bounce at least by Monday, and would get rid of financials, retail and restaurants and buy soft goods, such as PEP, CL, K and KMB. Dismissing worries of a potential worldwide slowdown, Cramer likes machinery and mining, particularly CAT, FWLT and FCX. He also recommends oil, although natural gas has been tricky, and his picks are SLB and HAL. Cramer's favorites among aerospace and agriculture include BA, BG and MON, and he adds the tech sector has been hot and would buy DELL, HPQ and CSCO. In the healthcare sector, he especially likes CELG and MHS and doesn't mind MRK.
Pscyhed Up with Sycamore Networks (NasdaqGM: SCMR - News)
After the selloff devastation, there is still one thing Cramer can count on; that tech will continue to thrive in the late summer as it does every year. Cramer likes SCMR as a speculative telecom tech stock, since the company has almost a pure play on optical services. SCMR is not best-of-breed, but he is still bullish because SCMR does not yet have any analysts covering it and he likes SCMR's floor; it's at $4 a share but has the equivalent of $3.23 a share. In addition, the company's sales have been rising and 60% of its revenue is international. While SCMR is not as strong as Cisco or Cienna it could make investors more money.
Mad Money: Hoku Scientific (NasdaqGM: HOKU - News), Genzyme (NasdaqGS: GENZ - News), Celgene (NasdaqGS: CELG - News)
When a mailer asked about Hoku, Cramer recalls having recommended it at $6, and it has recently dropped from $11 to $8. At this level, Cramer says, it is too speculative, but he thinks it will repeat its upward trend after it falls back to $7 or $6. Another mailer wanted to know Cramer's opinion of GENZ; while the fall is good for biotech in general, he prefers Celgene to GENZ. On the issue of whether Freeport McMoRan's report of strong cash flow will be good for Caterpillar, Cramer says he likes CAT, but it has been hit hard for its North American exposure. While he says CAT is "your best play" he adds currently he is "loathe to buy more."
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Labels: BA, BG, CAT, CELG, CL, CSCO, Dell, FCX, FWLT, HAL, HPQ, Jim Cramer, K, KMB, Mad Money, MHS, MON, MRK, PEP, SLB

Greed is Bad: Caterpillar (NYSE: CAT - News), Google (NasdaqGS: GOOG - News), Texas Instruments (NYSE: TXN - News), NVidia (NasdaqGS: NVDA - News), Advanced Micro Devices (NYSE: AMD - News), Corning (NYSE: GLW - News), Apple (NasdaqGS: AAPL - News), Bunge (NYSE: BG - News), Celgene (NasdaqGS: CELG - News), Cummins (NYSE: CMI - News),Level 3 Communications (NasdaqGS: LVLT - News), Chevron (NYSE: CVX - News) and ExxonMobil (NYSE: XOM - News), Countrywide Financial (NYSE: CFC - News), Amazon (NasdaqGS: AMZN - News), Boeing (NYSE: BA - News), Colgate (NYSE: CL - News), ConocoPhillips (NYSE: COP - News),
Cramer's said his Game Plan is a bit different this week; he is listing stocks reporting next week, but wants viewers to buy only one (Corning) before its report. While he is bullish in general and still believes the Dow will hit 14,500 by the end of the year, he admits things have been a bit precarious with the disappointing Google and CAT quarters, and suggests taking some profits to avoid being dangerously greedy. Cramer calls Google a "show me" company which has to prove that it can monetize its new hires, or face a decline. While he had faith in CAT for its international exposure, the culprit was "housing, which is so horrible that it brings down anything it touches." However, he thinks the stock will regain its momentum and eventually reach $120. Cramer discussed next week's earnings reports:
Monday: Cramer would buy TXN, his favorite semiconductor, if there is a decline after the report. He suggests selling some NVDA, which is up 6 points, and would buy some back if it gets knocked down by AMD's analyst meeting.
Tuesday: CFC is "the biggest and best view" of how housing really is .... "its really bad," and remarked that the Fed will only notice when a bank, broker or major homebuilder goes under. "Hobbled horseman" Amazon will be viewed negatively no matter what it says, so Cramer would buy on a decline.
Wednesday: BA's consistency during the selloff was impressive, said Cramer who predicts the stock is going to 120. He added if it drops to below $100 before its report, he might buy. While CL is a "classic weak dollar" play, it is a bit high. While COP may face a downgrade, Cramer would buy it on a decline because he predicts it will reach $120. Cramer called GLW "the gold star" and said it is the only stock he would buy ahead of its quarter next week, because doesn't think the company would raise its dividend and buy back stock right before a major disappointment. Cramer would sell some Apple since "hogs get slaughtered."
Thursday: Since Bunge rose after last quarter's decline, Cramer predicts a repeat performance and would buy Bunge when it drops. Cramer likes Celgene long-term and recommends picking some up when it declines. Although he thinks Cummins is not finished with its run, he would take some profits, especially after CAT's upset. No one will like Level 3 Communciation's quarter, said Cramer, and he would buy this stock which is a great play on internet video.
Friday: "Wake up and smell the gasoline!" said Cramer, remarking it is greedy to stay in CVX and XOM without selling a little.
French Foreign Legion of Oil Companies: Total S.A. (NYSE: TOT - News)
Cramer continued his series on European stocks with Total, a massive integrated oil with strong production and refining assets in 27 countries. He thinks TOT is as good as Exxon, better than Chevron, and is cheaper than other major oil companies. He also thinks TOT is better and cheaper than European oils BP and Shell. TOT has a 13% stake in Sanofi Aventis, the French drug company, and Cramer hopes TOT will sell some and use the cash for "oil-related activity."
On Speculation: Tessera Technologies Inc. (NasdaqGS: TSRA - News)Cramers speculative pick for Friday is TSRA, which specializes in miniature technologies, which is a hot area since 80% of the Dram memory industry uses TSRA's technology. TSRA licenses its technology, so it has no inventory to move, and since Microsoft's Vista will be memory-intensive, there will be more demand for TSRA's technology. While the company is involved in a lot of lawsuits, TSRA is winning the cases and protecting its intellectual property. Finally, the 20x multiple is cheap considering its 31% growth rate.
CEO Interview: CEO T.J. Rodgers Cypress Semiconductor (NYSE: CY - News) and SunPower (NasdaqGM: SPWR - News)
Cramer congratulated Rodgers on a "magnificent quarter" and added that CY would be undervalued at $800 million if it spun off its power systems and services company, SunPower. Rodgers responded that while investors sometimes give him "heat" about holding on to SPWR, "the overall value of the company is reasonable." Cramer called Rodgers a visionary and a moneymaker.
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Labels: AAPL, AMD, AMZN, BA, BG, CAT, CELG, CFC, CMI, CVX, CY, GLW, GOOG, Jim Cramer, LVLT, Mad Money, NVDA, SPWR, TXN, XOM

Limited Brands (NYSE: LTD - News): Cramer predicts Les Wexner is going to spin off more businesses, and while The Street is whispering rumors about Victoria's Secret, Cramer thinks LTD's Bath and Bodyworks has great value.
Monsanto (NYSE: MON - News) and Bunge (NYSE: BG - News): Cramer applauds Morgan Stanley's upgrade of MON and BG, because he believes these and other agricultural companies are "new renewable-oil service companies" and biotech plays. He predicts MON will climb from $60 to $75.
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Labels: BG, Jim Cramer, LTD, MON, Stop Trading