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

On Tuesday’s show, Cramer focused on green stocks that are good investments. Cramer reviewed his green picks from back in April to see how they had done since then.
Shaw Group (SGR): It is up 143% from about $30 to $74 since April.
Foster-Wheeler (FWLT): It is up 99% since April and had great earnings last quarter.
BorgWarner (BWA): It is up 38% since April, and Cramer thinks it will go higher because it has an increasing backlog.
OM Group (OMG): This is the only stock that is down since April, falling 5%. Cramer thinks the stock has started to bounce back from its lows already.
First Solar (FSLR): The stock has climbed 171% and Cramer is still bullish, but wants you to wait until after it reports earnings on Wednesday before buying more.
Fuel Tech (FTEK): This stock is up 35%, but guided down after reporting earnings Tuesday morning.
MEMC (WFR): This stock is up 20% since April and Cramer thinks the company will grow 52% over the next two years.
Tatra Tech (TTI): It is up 14% since April, and Cramer thinks it will keep going up slowly but steadily.
Cramer thinks every one of these stocks will go higher, and thinks that going green is good for business.
Cramer then went to the phone lines. The first caller asked about Zoltek (ZOLT), and Cramer said that although he recommended this stock a while ago he pulled out because he thought he was getting greedy. He now thinks this stock will keep going up. The second caller asked about BP (BP), and Cramer doesn’t think you can own this company because of its green initiatives. The next caller asked about SunPower (SPWR) and Cypress (CY), and Cramer said that Cypress is safer, but he likes both stocks.
The CEO of Wells Fargo (WFC) was on the show to talk about their alternative energy investments and positions, as well as the prospects. Cramer said this is the only banking stock he wants you to buy.
“Am I Diversified?”
The first email asked about UBS (UBS), and Cramer said that he has messed up with every financial pick he had made recently, and thinks you should wait until the stock hits $45 before you buy. The next email asked about Oceaneering International (OII), and Cramer said he didn't like the most recent earnings call. The next email asked if the recent investment in Tesoro (TSO) by Kirk Keorkian's was a bet that oil will drop, and Cramer said that could be right, but that TSO could drop if oil prices decline. The final email asked about lululemon (LULU), and Cramer said he wants nothing to do with the stock since it has gone up so much.

Labels: BP, BWA, CY, FSLR, FTEK, FWLT, Jim Cramer, Mad Money, OII, OMG, SGR, SPWR, TTI, UBS, WFR, ZOLT

Gilead Sciences (NasdaqGS: GILD):' ... at $81 - a nice little pullback.'Celgene (NasdaqGS: CELG): ' ... has not only not let us down, but now has a cure for the heartbreak of psoriasis.'Patterson-UTI Energy (NasdaqGS: PTEN): 'PTEN is a land driller and, I think, has room to catch up to King Halliburton.'Halliburton (NYSE: HAL - News)Saks (NYSE: SKS - News): 'If you add the $8 in dividends, plus the appreciation, we almost have a double right here. Let the stock come in ... I was not concerned about the gross margins. I think it's a chance to buy, but we only double down when things have been cut, and cut, and cut. You do a schnitzel, my friend, not a full buy.'Schering-Plough (NYSE: SGP - News): 'I should have taken half off, and let the rest run. My advice to you, to take half off and let the rest run. This stock's a double, but it's still going up.'BP (NYSE: BP - News): ' BP, with a 3+% yield... BP, with still some good properties, with the possibility that they're restructuring... I say you pull the trigger right here.'Cisco (NasdaqGS: CSCO): ''Lets just stick with Cisco.It's down three straight points. That's the better... I like best of breed.'RadioShack (NYSE: RSH - News): ' ... give Julian Day the benefit of the doubt. He's the CEO ... He's rationalizing the stores... He is making it so it's a profitable enterprise. The answer is: Stay long!'
Bearish calls:
RH Donnelley (NYSE: RHD - News): 'It's been too high. I've watched the private equity rumor, over and over again. There's been too much hype in the name... I want to sell RHD.'Geron (NasdaqGM: GERN):'Stem cell speculation... Not for me. Sell, sell, sell! I don't want to come near it. It's up too high.'Tellabs (NasdaqGS: TLAB): 'TLAB's was one of the worst quarters I have heard.'Marvell Technology (NasdaqGS: MRVL): ' ... when you look at a stock like MRVL, I bought it... What was I doing? The financials weren't clean. There is a sign on my desk... and what it says is... Accounting irregularities equals sell. Did I look at that before I bought the stock? I did not.'Sally Beauty Holdings (NYSE: SBH - News): 'It's a 'don't buy, don't buy...' I didn't like their quarter. I did take a hard look at it though.'Crystallex (AMEX: KRY - News): 'No. Chavez don't give a darn about his people... sell, sell, sell! I want you out of that stock now. Enough with him. Enough with that country, unless they come around to our ways.'SunPower (NasdaqGM: SPWR)
Published by SeekingAlpha

Labels: BP, CELG, GERN, GILD, HAL, Jim Cramer, KRY, Lightning Round, MRVL, PTEN, RHD, RSH, SBH, SGP, SKS, SPWR, TLAB

Oil is Well: BP (NYSE: BP - News), Exxon Mobil (NYSE: XOM - News), ConocoPhillips (NYSE: COP - News), Chevron (NYSE: CVX - News), Schlumberger (NYSE: SLB - News), National Oilwell Varco (NYSE: NOV - News), GlobalSantaFe (NYSE: GSF - News), Halliburton (NYSE: HAL - News), KBR (NYSE: KBR - News) and Transocean (NYSE: RIG - News)
Cramer sees buying opportunity in the oil sector because market players are "not looking at the right things" but are instead paying attention to weather and inventory numbers. "Base your decisions on how its customers are doing," urged Cramer, saying earnings are not a good indicator right now, and the only major integrated oil he is recommending is BP, based on its yield rather than its earnings. "The only safe and profitable place to be" is drilling, commented Cramer, and he cited a XOM statement that it had been too conservative with oil production and said he expects to hear the same thing from COP and CVX. Cramer would buy deepwater drillers ahead of analyst meetings, picked only five worth owning in 2007 and ranked them in descending order.
5. Schlumberger: an undervalued stock4. National Oilwell Varco: The only company that develops rigs that dig deeply enough. NOV has "years of backlog" which should keep estimates up.3. Global Santa Fe: has an aggressive buyback2. Halliburton: Although many do not like the company's move to Dubai, Cramer feels it is a necessary strategy to gain back market share from SLB. He predicts HAL will "jump up fast" on a tender offer because of its KBR spinoff. He would hold HAL after the spinoff.1. Transocean: "How can you not own a rig stock that's called RIG?" Cramer said of his number one oil-drilling pick, and added that day rates are "skyrocketing," RIG is a good takeover or merger target, and since options expiration is coming up, "this stock is going to end at $75 at the end of the week," which Cramer feels is a good entry point. On Monday, RIG was sitting at $76.62. Hansen Medical (NasdaqGM: HNSN), Intuitive Surgical (NasdaqGS: ISRG) and Stereotaxis (NasdaqGM: STXS)
Hansen Medical could be "the next Intuitive Surgical," a stock which has risen 1, 124 %since its IPO in 2000, says Cramer, and he says subpharma is the place to be since it is immune from subprime problems. HNSN makes robotic catheters that are easy to maneuver, has a "big target market," and although its machine hasn't been approved yet, Cramer believes it will be approved first in Europe and then in America by the end of the year. Although the company is losing money "hand over fist" and does not yet have any revenues, Cramer would buy the stock, albeit with tight limit orders and only after doing homework. Although HNSN does not quite have a monopoly, its machine is cheaper than that of its sole rival STXS.
Mad Mail: Altria (NYSE: MO - News) and Celgene (NasdaqGS: CELG)
Cramer suggested owning the regular Altria stock instead of the new MO-issued shares, but told investors to wait until he did a segment on the stock. He urged an investor who sold CELG to buy it back.
Published by SeekingAlpha

Labels: BP, COP, CVX, GSF, HAL, Jim Cramer, KBR, Mad Money, MO, NOV, RIG, SLB, XOM

Labels: BGC, BP, CIT, MBI, PKG, RVBD, WFC

Wall Street eked out a modest advance Tuesday after investors found little motivation in remarks by Federal Reserve officials and also shrugged off a warning from chip maker National Semiconductor Inc.
Major indexes squeaked by with gains after spending most of the session extending Monday's losses. Investors have been left looking for direction after the Fed held interest rates steady last week, and as corporate earnings season winds down.
Fed Chairman Ben Bernanke did not address interest rates when he spoke before the Omaha Chamber of Commerce. Similarly, speeches by two other central bankers and Treasury Secretary Henry Paulson also had little news to sway investors.
National Semi warned that sales will fall steeper than expected; the news initially cast a shadow across the market, but by the close of trading, even the tech-dominated Nasdaq composite index had recovered.
"I get the sense investors are waiting to see what the market is going to do next, and aren't entirely convinced that a slight pullback is going to manifest itself," said Mike Malone, trading analyst at Cowen & Co. "There really wasn't any expectation that something would come from Bernanke. But the fact its over leaves investors looking around for what's next."
According to preliminary calculations, the Dow rose 4.57, or 0.04 percent, to 12,666.31.
Broader stock indicators finished narrowly higher. The Standard & Poor's 500 index added 1.01, or 0.07 percent, to 1,448.00, and the Nasdaq rose 0.89, or 0.04 percent, to 2,471.49.
Stocks got some support from a decline in bond yields as fixed-income investors place bets on where interest rates are headed. The bond market had hoped to glean more from speeches by Bernanke and Treasury Secretary Henry Paulson.
The yield on the benchmark 10-year Treasury note fell to 4.77 percent from 4.81 percent late Monday. The dollar was lower against other major currencies, while gold prices advanced.
Oil prices continued to climb on concerns that a blast of arctic weather in the Midwest and Northeast might linger, and drive up demand for heating fuel. A barrel of light sweet crude rose 14 cents to $58.88 on the New York Mercantile Exchange.
A jump in demand could lead to higher energy costs, but also greater profits for energy producers. However, any benefit to big oil companies was offset by disappointing results from BP PLC.
Britain's biggest refiner fell 54 cents to $63.25 after reporting fourth-quarter profit slipped 22 percent, and slashed its growth targets for this year. Anadarko Petroleum Corp. shares fell 48 cents to $42.47 after it said fourth-quarter profit doubled due to a one-time gain on the sale of a Canadian unit.
Exxon Mobil Corp., a component of the Dow Jones industrials, fell 21 cents to $75.46, while Chevron Corp. shed 41 cents to $73.37.
Matt Kelmon, portfolio manager of the Kelmoore Strategy Funds, said investors will be looking at further fluctuations in the energy sector as one way the market might pick a direction. He also said there will be continued scrutiny over corporate earnings, although many major companies have already reported.
"The market is not expensive, it's not dirt cheap, and the catalyst over the past few weeks has been earnings," he said. "Everything is really on hold until the market finds something else to talk about, but there's still no huge sign of an imminent pullback."
Technology stocks were among the market's biggest decliners, led by the semiconductor sector. National Semi fell 64 cents, or 2.8 percent, to $22.68 after it predicted lower-than-expected sales in the third quarter because of lower shipments to the Asia Pacific region.
Rival Advanced Micro Devices Inc. fell 28 cents to $15.32, while Texas Instruments Inc. shed 37 cents to $31.22. Intel Corp., the worlds largest chip maker for personal computers, rose 3 cents to $21.31.
In other corporate news, Avon Products Inc. rose $3.38, or 9.8 percent, to $38 after the maker of beauty products said its fourth-quarter profit edged up from a year ago as the company struggled with restructuring costs.
McClatchy Co., the nation's second-largest newspaper publisher, rose 53 cents to $39.29 after its operating earnings surpassed Wall Street projections.
Las Vegas Sands Corp. fell $3.41, or 3.3 percent to $100.68 after the casino company reported fourth-quarter profit was boosted by an unexpected $30 million gain from its high-rollers table. Advancing issues outnumbered advancers by about 2 to 1 on the New York Stock Exchange, where volume came to 1.47 billion shares.
The Russell 2000 index of smaller companies rose 3.34, or 0.41 percent, to 810.03. The index surpassed 800 for the first time last week, and reached an all-time high of 810.49 in the previous session.
Overseas, Japan's Nikkei stock average closed up 0.36 percent. At the close, Britain's FTSE 100 was up 0.45 percent, Germany's DAX index added 0.02 percent, and France's CAC-40 fell 0.08 percent.
Published by Joe Bel Bruno, AP Business Writer

Labels: APC, AVP, Ben Bernanke, BP, CVX, Hot Stocks, INTC, LVS, MNI, TXN, XOM

Accredited Home Lenders (NASDAQ: LEND - News), Merrill Lynch (NYSE: MER - News) and Bear Stearns (NYSE: BSC - News): Cramer says subprime lenders are dong well now, because there are no worries over credit losses. LEND has not fallen because subprime lending is in trouble, but because MER and BSC have entered into the game: "It's a margin-shred story," remarked Cramer.
Devon (NYSE: DVN - News), Ultra Petroleum (AMEX: UPL - News), Core Labs (NYSE: CLB - News), Total (NYSE: TOT - News), BP (NYSE: BP - News) and Duke (NYSE: DUK - News): Cramer likes UPL, CLB and DVN and called Devon's recent downgrade "criminal." He added, "If Devon stays here, it wil be bought by a European major," like Total or BP. Cramer said that Duke Energy is a "nice solid utility that grows."

Labels: BP, BSC, CLB, DUK, DVN, Jim Cramer, Jim Cramer's Stop Trading, LEND, MER, TOT, UPL