Jim Cramer's Mad Money Review

Bullish
Herbalife (HLF),
Vodafone (VOD),
Verizon (VZ),
AT&T (T),
Colgate-Palmolive (CL),
PepsiCo (PEP),
Coca-Cola (KO),
Strayer Education (STRA),
ITT Educational Services (ESI),
Annaly Capital Management (NLY),
Mettler-Toledo (MTD),
Rogers Communications (RCI),
Shaw Group (SGR),
Foster Wheeler (FWLT),
Onyx Pharmaceuticals (ONXX),
Genentech (DNA),
Celgene (CELG)
GameStop (GME).

Bearish
DryShips (DRYS),
USANA Health Sciences (USNA),
Starent Networks (STAR),
Wynn Resorts (WYNN),
ISIS Pharmaceuticals (ISIS),
Ctrip.com (CTRP),
Walter Industries (WLT)
Take-Two Interactive (TTWO)

Labels: ATT. T, CL, esi, HLF, Jim Cramer, KO, Mad Money Lightning Round, mtd, NLY, PEP, rci, stra, VOD, VZ

BE Aerospace (BEAV), Goodrich Corp (GR) and Boeing (BA): Cramer says the Bears are wrong about aerospace and while GR "reported a great number and it's a really, really good company," Cramer worries about downgrades from jittery analysts, especially since problems have been reported with GR's landing gear. He prefers BEAV, which reported a "beautiful quarter" and has "unbelievable growth." He also likes BA on the announcement of a buyback.
Procter & Gamble (PG), Colgate (CL): Cramer says CL has an advantage over PG with its exposure to Latin America with its emerging middle class. CL is the momentum choice since it was discovered that the Chinese were "poisoning a lot of their toothpaste," and Cramer predicts CL's numbers will be raised.
Published by SeekingAlpha

Labels: BA, BEAV, CL, GR, Jim Cramer, PG, Stop Trading

Buy BE Aerospace (BEAV), Jim Cramer said Tuesday on CNBC's Stop Trading! segment.
Cramer cited Tuesday morning's strong earnings report from the airplane supplier and also noted apparent problems with Goodrich's (GR) landing gear. Scandinavia's SAS said earlier Tuesday it would stop flying Bombardier's Q400 airplane after three instances in which the wheels failed. Goodrich supplies the landing gear for those planes, Cramer said.
Cramer also urged investors to buy Colgate (CL) and sell Procter & Gamble (PG), because Colgate has more exposure to fast-growing Latin American economies.

Labels: BEAV, CL, GR, Jim Cramer, PG, Stop Trading

Technology
Stocks like Apple (AAPL) and Research In Motion (RIMM) are hitting new highs daily but the semiconductor stocks are not. Carter Worth, chief market technician at Oppenheimer found an incredible divergence with the semis declining by 30% against the S&P 500 tech stocks. Macke agrees and would play this divergence by going long Intel (INTC). Worth also noted that investment banks like Goldman Sachs (GS) were flying, but money central banks like Citigroup (C) were doing nothing.
Super Market
Firms like Coke (KO), Pepsi (PEP), Proctor & Gamble (PG) and Colgate (CL) will get to show investors how good business is. Macke thinks PG is doing the best and also favors Molson Coors (TAP) and Pepsi (PEP). Macke isn't positive on Clorox (CX).
Oil Trade
Oil rebounded back to over $80 on Tuesday and the Oil Services HOLDRs (OIH) followed the commodity to the upside. Seymour: play it by buying oil service companies with exposure to regions like Russia and the Caspian Sea, such as Halliburton (HAL) and Baker-Hughes (BHI). Najarian would avoid the Oil Services HOLDRs because it is over weighted with Schlumberger (SLB).
Word on the StreetMosaic (MOS) reported monster earnings on Tuesday and the stock soared. Najarian points out that there are buyers of the October $90 calls on Monsanto (MON) which operates in the same space as Mosaic.
SABMiller and Molson Coors (TAP) announced plans to combine U.S. operations in a new firm to be named MillerCoors. Macke suggests they combined so they can go after Anheuser-Busch (BUD), which the hidden winner is Altria (MO), which has a 28% stake in SABMiller. Seymour favors international beverage plays Companhia de Bebidas (ABV) and Fomento (FMX).
Alcoa (AA) falls short of Wall Street's estimates.
Macke warns investors to expect a lot of misses like the one on Tuesday from Childrens Place (PLCE).
Worth recommends shorting Nordstrom (JWN), Tiffany (TIF) and Coach (COH).
Pops & Drops
Pops- Yum! Brands (YUM) traded up 5%
ValueClick (VCLK) traded up 10%
Miramar Mining (MNG) popped 24% after Newmont Mining (NEM) bought the firm for $1.5 billion.
Altair Nanotechnologies (ALTI) exploded higher by 31% after the firm demonstrated its battery pack in an electric car.
California Pizza Kitchen (CPKI) traded up 5%.
Drops- Coach (COH) fell 3% off a bearish Bloomberg report.
Face2Face
Nokia (VCLK): Writer asked does it still have upside potential or should I cut my losses? Najarian: wait till the takeover of NAVTEQ (NVT) is digested, and then it will move higher.
Next writer made a good profit in XM Radio (XMSR), buying in at $8 and $9. Should they sell some XM and then buy some Sirius (SIRI)? Make says yes.
Final Trade
Macke recommends Johnson & Johnson (JNJ).
Worth: short Black & Decker (BDK).
Najarian: Cypress (CY).
Seymour: play international oil services with Integra Group.
Ned Riley, the CEO of Riley Asset Management says stay long PowerShares QQQ Trust (QQQQ).

Labels: AAPL, C, CL, CNBC, CX, Fast Money, Fast Money Recap, KO, PEP, PG, RIMM, TAP

Thornburg Mortgage (NYSE: TMA - News), Washington Mutual (NYSE: WM - News), Lehman Brothers (NYSE: LEH - News), KB Home (NYSE: KBH - News), Beazer Homes USA (NYSE: BZH - News), Procter & Gamble (NYSE: PG - News), Coca-Cola (NYSE: KO - News), and Colgate (NYSE: CL - News)
Cramer predicts around 7 million "teaser" mortgages are likely to be defaulted and recommends "staying defensive," by avoiding real estate and bank stocks such as TMA, WM, LEH, KBH and BZH and investing in soft goods such as PG, KO and CL. While the Fed thinks mortgage woes will pass, Cramer still believes the Fed should cut rates.
Schering-Plough (NYSE: SGP - News)
Cramer thinks SGP is an excellent stock for the current environment and notes sales are up 13% since last year. He adds the company is not leveged to mortgaes and he believes in Fred Hassan, who was one of Cramer's transformational CEOs. He would wait until buying SGP, and while the current economic climate is not good, "we have no control on what the Fed will do," Cramer said.
Vodafone (NYSE: VOD - News),Verizon Wireless (NYSE: VZ - News)
VOD is a good international play and the world's best wireless carrier. Cramer thinks VOD will raise more revenues than the competition, owns a "serious chunk" of VZ, is successful in emerging economies and has a strong dividend.
CEO Interview: Jack Cumming, Hologic (NasdaqGS: HOLX - News) with Cytyc (NasdaqGS: CYTC - News)
Jack Cumming talked about the upcoming merger with CYTC, which will mean $400 million to $50o million in EBITDA and nine top women's health products. Cumming added the company can afford the acquisition and there is no financial risk.

Published by SeekingAlpha

Labels: BZH, CL, CYTC, HOLX, Jim Cramer, KBH, KO, LEH, Mad Money, PG, SGP, TMA, VOD, VZ, WM

Colgate-Palmolive (NYSE: CL - News), Coca-Cola (NYSE: KO - News), Procter & Gamble (NYSE: PG - News): Cramer would buy rather than sell defensive stocks such as CL, KO, and PG. He told investors not to hold their breath for a Fed rate cut. "I think the Federal Reserve has a game plan," he said, "and the plan is to wipe out anyone who speculated." Cramer predicts the Fed is expecting a recovery with the upcoming election.

Labels: CL, Jim Cramer, KO, PG, 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."
Published by SeekingAlpha

Labels: BA, BG, CAT, CELG, CL, CSCO, Dell, FCX, FWLT, HAL, HPQ, Jim Cramer, K, KMB, Mad Money, MHS, MON, MRK, PEP, SLB

Here are 7 stocks for traders for Wednesday from TradingMarkets.com:
Amazon.com (NasdaqGS:AMZN - News) beat earnings on Tuesday, reporting $0.19 EPS over an expected $0.16 EPS. AMZN's PowerRating is 8.
Boeing (NYSE:BA - News) should report $1.16 EPS on Wednesday before the market opens. BA's PowerRating is 4.
When Colgate-Palmolive (NYSE:CL - News) announces earnings early Wednesday morning, look for $0.83 EPS. CL's PowerRating is 5.
ConocoPhillips (NYSE:COP - News) is expected to announce $2.68 EPS on Wednesday morning before the market opens. COP's PowerRating is 7.
Analysts will be watching for Xerox (NYSE:XRX - News) to report $0.27 EPS tomorrow morning. XRX's PowerRating is 6.
When New York Times (NYSE:NYT - News) reports earnings early tomorrow morning, be watching for $0.31 EPS. NYT's PowerRating is 5.
Tribune (NYSE:TRB - News) should report $0.49 EPS tomorrow morning. TRB's PowerRating is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: AMZN, BA, CL, COP, Hot Stocks, NYT, TRB, XRX

Breaking Up is Good to Do: Citigroup (NYSE: C - News)
The best thing C could do, according to Cramer, other than ridding itself of "Clown Prince" [CEO Chuck Prince] is to split itself up; "I think the one-stop shop for everything financial doesn't work." Cramer predicts if C breaks up into five businesses, the stock will jump from from $54 to $63. However, since such a move is not definite, Cramer warns investors of the "calculated risk" involved in buying C.
CEO Interview, Mary Sammons of Rite Aid (NYSE: RAD - News)
Cramer observed the company is 50% up from last year, expects more upside on the close of its Eckerd deal, and says it is "striking distance" from Walgreen. When he asked Mary Sammons about the benefits of the acquisition, she replied, "We believe there are even greater margin and revenue opportunities not included in our forecast." On the subject of the company's debt, Sammons commented cash flow created by the purchase of new stores will help RAD balance its budget. Cramer is still bullish on RAD and predicts it will reach $8 or $9.
Sparkling Clean Ingredients: Colgate - Palmolive (NYSE: CL - News) and Procter and Gamble (NYSE: PG - News)
In Latin America, Chinese-produced toothpaste was found to have DEG, a chemical used in antifreeze which should not be consumed even in trace amounts, according to the FDA. This is good news for CL, which Cramer preferst to PG because CL has a larger international presence. In addition, Cramer comments CL is a "leaner, meaner company" which should grab substantial market share from "lumbering giant" PG.
Mad Mail: aQuantive (NasdaqGS: AQNT - News), Raser Technologies (NYSEArca: RZ), Corning (NYSE: GLW - News)
Cramer told a viewer he would sell AQNT since it has been taken over. Responding to another question, he said RZ is too speculative and he would buy GLW instead.
Published by SeekingAlpha

Labels: AQNT, C, CL, GLW, Hot Stocks, Jim Cramer, Mad Money, PG, RAD, RZ

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

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

Getting Defensive: Kroger (NYSE: KR - News), Safeway (NYSE: SWY - News), Supervalu (NYSE: SVU - News), Colgate-Palmolive (NYSE: CL - News), Kimberly-Clark (NYSE: KMB - News)
"Subprime is the only problem," Cramer reassured investors after the "absolutely brutal" downturn on Tuesday which affected the whole market. While mortgage lenders should be suffering from subprime lending woes for awhile, Cramer remarks, "It is wrong for the Street to be so indiscriminate ... before we damn the whole market, let's remember what were damning." However, this widespread decline provides a buying opportunity in defensive sectors, such as food, drugs and utilities, sectors which historically perform well when housing is doing badly. Cramer suggests looking at KR, SWY, SVU, CL and KMB, but only after three days, since "the future on the commodity that has captured stocks -- the S&P 500 -- expires Friday, so I expect very little upside in this group until Monday."
Thank You for Smoking: Altria (NYSE: MO - News), Altria's When-Issued Shares MO-WI (MOWI), Kraft (NYSE: KFT - News), General Mills (NYSE: GIS - News), Kellogg (NYSE: K - News), Sara Lee (NYSE: SLE - News)
"There's nothing more defensive than cigarettes," says Cramer who recommends Altria's when-issued shares, MO-WI, which are comprised of pure Philip Morris stock without the Kraft spinoff. Cramer comments Philip Morris is best-of-breed and the MO-WI shares offer a higher dividend. He suggests buying before March 30th when MO-WI will rejoin Altria. Although Cramer doesn't dislike KFT, he prefers food stocks GIS, which has been "doing fabulously," K and SLE, which have more "consistent and exciting growth" than KFT.
Dow Chemical (NYSE: DOW - News), Alcoa (NYSE: AA - News), BHP Billiton (NYSE: BHP - News), and Companhia Vale do Rio Doce (NYSE: RIO - News)
Cramer admits he has been waiting since February for DOW and AA to dip after takeover rumors which were printed a British newspaper. While he discourages speculation on potential buyouts if the fundamentals are not strong, "the fundies for both DOW and AA are pretty good." According to the rumors, Dow could be purchased by private equity firms at $60 a share, a substantial premium from its present rate of $42.94. He notes the company has a 3.5% dividend yield, has been raising prices and cutting costs. There is talk that BHP and RIO are eyeing AA at $40 billion, or $40.68 a share, while its current price is $32. The companies need the extra smelting capacity, and Cramer comments aluminum should perform better than it has been. "Buy Dow and Alcoa because when there's smoke, there's fire."
CEO Interview: Brian Roberts, Comcast (NasdaqGS: CMCSA) with Verizon (NYSE: VZ - News)
Cramer asked Brian Roberts if Comcast raised its capital expenditure in order to compete with rival Verizon, and he replied, "We upped our spending because people are buying our new products in record numbers. We're selling 50,000 phone subscriptions a week." This 30% increase "costs some money," although Roberts added these expenses will not interfere with Comcast's buyback plan; "We have bought back almost 10% of stock in the last two-and-a-half years, and we're going to continue buying back stock," Roberts said. Cramer would pull the trigger on Comcast and referred to Roberts as "money in the bank."
Published by SeekingAlpha

Labels: AA, BHP, CL, DOW, GIS, Jim Cramer, K, KFT, KMB, KR, Mad Money, MO, RIO, SLE, SVU, SWY, VZ

Getting Defensive: Kroger (NYSE: KR - News), Safeway (NYSE: SWY - News), Supervalu (NYSE: SVU - News), Colgate-Palmolive (NYSE: CL - News), Kimberly-Clark (NYSE: KMB - News)
"Subprime is the only problem," Cramer reassured investors after the "absolutely brutal" downturn on Tuesday which affected the whole market. While mortgage lenders should be suffering from subprime lending woes for awhile, Cramer remarks, "It is wrong for the Street to be so indiscriminate ... before we damn the whole market, let's remember what were damning." However, this widespread decline provides a buying opportunity in defensive sectors, such as food, drugs and utilities, sectors which historically perform well when housing is doing badly. Cramer suggests looking at KR, SWY, SVU, CL and KMB, but only after three days, since "the future on the commodity that has captured stocks -- the S&P 500 -- expires Friday, so I expect very little upside in this group until Monday."

Thank You for Smoking: Altria (NYSE: MO - News), Altria's When-Issued Shares MO-WI (MOWI), Kraft (NYSE: KFT - News), General Mills (NYSE: GIS - News), Kellogg (NYSE: K - News), Sara Lee (NYSE: SLE - News)
"There's nothing more defensive than cigarettes," says Cramer who recommends Altria's when-issued shares, MO-WI, which are comprised of pure Philip Morris stock without the Kraft spinoff. Cramer comments Philip Morris is best-of-breed and the MO-WI shares offer a higher dividend. He suggests buying before March 30th when MO-WI will rejoin Altria. Although Cramer doesn't dislike KFT, he prefers food stocks GIS, which has been "doing fabulously," K and SLE, which have more "consistent and exciting growth" than KFT.

Dow Chemical (NYSE: DOW - News), Alcoa (NYSE: AA - News), BHP Billiton (NYSE: BHP - News), and Companhia Vale do Rio Doce (NYSE: RIO - News)
Cramer admits he has been waiting since February for DOW and AA to dip after takeover rumors which were printed a British newspaper. While he discourages speculation on potential buyouts if the fundamentals are not strong, "the fundies for both DOW and AA are pretty good." According to the rumors, Dow could be purchased by private equity firms at $60 a share, a substantial premium from its present rate of $42.94. He notes the company has a 3.5% dividend yield, has been raising prices and cutting costs. There is talk that BHP and RIO are eyeing AA at $40 billion, or $40.68 a share, while its current price is $32. The companies need the extra smelting capacity, and Cramer comments aluminum should perform better than it has been. "Buy Dow and Alcoa because when there's smoke, there's fire."
CEO Interview: Brian Roberts, Comcast (NasdaqGS: CMCSA) with Verizon (NYSE: VZ - News)
Cramer asked Brian Roberts if Comcast raised its capital expenditure in order to compete with rival Verizon, and he replied, "We upped our spending because people are buying our new products in record numbers. We're selling 50,000 phone subscriptions a week." This 30% increase "costs some money," although Roberts added these expenses will not interfere with Comcast's buyback plan; "We have bought back almost 10% of stock in the last two-and-a-half years, and we're going to continue buying back stock," Roberts said. Cramer would pull the trigger on Comcast and referred to Roberts as "money in the bank."

Published By SeekingAlpha

Labels: AA, BHP, CL, DOW, GIS, Jim Cramer, K, KFT, KMB, KR, Mad Money, MO, RIO, SLE, SVU, SWY, VZ

Bullish calls:
Colgate-Palmolive (NYSE: CL - News): ' You know, that is a truly great American company. It was a fabulous number ... CL is on a tear, plus their big in Latin America. They have a big business overseas ... Holy cow. It's time to back up the truck. Cleanest quarter in the whole group, with the exception perhaps with CLX.'Clorox (NYSE: CLX - News)NYSE Group (NYSE: NYX - News): 'Goldman Sachs reiterated today, saying they like the quarter. I think the merger with EuroNext is going to produce gigantic numbers. A lot of people are impatient. It's been a great recommendation since the mid-60s and I am sticking by it ... This is a big stock for 2007.'Respironics (NasdaqGS: RESP): 'I believe very strongly that RESP's sleep apnea franchise is a strong one. It's down 2 bucks from its high. And I say, bring me some RESP - buy, buy, buy! Bring it to me!'Wyeth (NYSE: WYE - News): ' ... that's become one of my favorite ones.'Comcast (NasdaqGS: CMCSA): 'I have heard many different worries about CMCSA ... I am banking with Brian Roberts, the CEO. I think that they're spending more money to get a lot more revenues... I feel that they are doing all the right things. There are very few capitalization companies that have growth - that they can even put money behind. CMCSA is one of them ... That stock should be bought, and it should be bought nine ways to Sunday. Buy, buy, buy!'CA (NYSE: CA - News): 'They just reported an upside surprise.'World Wrestling Entertainment (NYSE: WWE - News): 'Here's the thing: WWE has done absolutely nothing since I recommended it, but you got a 6% yield. And you know what? ... I am sticking by WWE, because of international business.'Washington Mutual (NYSE: WM - News): 'Oh man, too cheap with a good dividend.'Cisco (NasdaqGS: CSCO)MRV Communications (NasdaqGM: MRVC)
Bearish calls:
Sirius Satellite Radio (NasdaqGS: SIRI): 'I've given up. I recommended this stock on the basis of takeover, which you should never do. I violated all my own rules ... the fundamentals don't support it.'Rackable Systems (NasdaqGS: RACK): 'I believe that, if you hold this stock until August/September, you'll get some lift, but I cannot tell you anything good about RACK. That may have been the worst quarter in 2007. don't buy, don't buy. And, with any lift, sell, sell, sell!'Par Pharmaceutical (NYSE: PRX - News): 'Now, you know, one of my problems is I have not liked the generic stocks ... The companies that make generic drugs are commodity companies. They have nothing proprietary... Sell, sell, sell! I don't want that stock in your portfolio.'Informatica (NasdaqGS: INFA): Ciena (NasdaqGS: CIEN): 'No. I'd rather see you in MRVC. Use a limit please.'Tellabs (NasdaqGS: TLAB): 'Oh c'mon, CSCO's killing them. You don't need that TLAB.'
Published by SeekingAlpha

Labels: CA, CIEN, CL, CLX, CSCO, Hot Stocks, INFA, Jim Cramer, Lightning Round, Mad Money, NYX

Colgate (NYSE: CL - News), Illinois Tool Works (NYSE: ITW - News), Black & Decker (NYSE: BDK - News): Cramer says that many people are more interested in the Fed than stocks, and that the Fed-obsessed may miss out on good moves like buying Colgate, Illinois Tool Works and Black & Decker. He expressed a wish that investors could return to a time when "we recall that there are only certain industries that are hurt by these rates -- auto and housing." Since neither industries are expected to perform well, Cramer believes a rate hike is unlikely, and while he believes there will be a rate cut, he doesn't expect an upside from a rate reduction this year.
3M (NYSE: MMM - News), Merck (NYSE: MRK - News), UPS (NYSE: UPS - News): Cramer commented on three companies which had poor guidance, 3M, UPS and Merck, and said that 3M "doesn't have a clue," Merck has "bad management" and a"very bad pipe," and expressed bafflement at UPS's low guidance.
Motorola (NYSE: MOT - News), Time Warner (NYSE: TWX - News): When Aaron Task asked about Carl Icahn taking a stake in Motorola, Cramer noted that the activist financier has changed his methods; while Icahn once would really shake up a company, he now enters with a "substantive, constructive critique." Cramer said that he was wary of companies that avoid Icahn, because he can offer "tremendous guidance from many different fields," although Icahn tends to be rough on management. Cramer was surprised to see TWX's Dick Parsons, whom Cramer calls "a modern-day classic CEO" embrace Icahn in spite his cool feelings initially. "The CEO matters more than people realize," comments Cramer, "and the CEO sets the tone."
Published by SeekingAlpha

Labels: BDK, CL, ITW, Jim Cramer, MMM, MOT, MRK, TWX

Rackable Systems (NASDAQ: RACK - News), Intel (NASDAQ: INTC - News), Hewlett-Packard (NYSE: HPQ - News), Microsoft (NASDAQ: MSFT - News), Cisco (NASDAQ: CSCO - News), Apple (NASDAQ: AAPL - News)
Cramer says that investors should be selling tech because seasonality is working against the sector, and that RACK's problem has more to do with the time of year than its component shortage and competition. Concerning Intel, Cramer explains its new chip will not reach a 90% to 95% acceptance rate this year, and since gross margins will not rise until then, Intel "cannot be owned" right now. However, the problems with RACK and Intel do not alter Cramer's prediction that tech will outperform in 2007. Cramer would buy HPQ because it will benefit from Microsoft's Vista. Cramer would also pick up Cisco down at $26 or $25 because of the incredible ramp in cable; "If you have a product cycle, I think you can ride out the seasonable weakness," Cramer said. Apple transcends seasonality because it is a "secular growth story and and a product cycle story." He would take advantage of any decline to buy Apple.
JP Morgan (NYSE: JPM - News), Capital One Financial (NYSE: COF - News)
Cramer is bullish on JP Morgan because of its credit card growth and added that COF is one of the most hated stocks, noting that there is a tremendous January $75 put to buy COF. If the company reports a lackluster quarter, the puts will act as a trampoline. Cramer says that it is worth investing in airlines again, and would take profits and buy them again.
UPS (NYSE: UPS - News), Procter & Gamble (NYSE: PG - News), Colgate (NYSE: CL - News), Kellogg (NYSE: K - News), General Mills (NYSE: GIS - News), Oil Service HOLDRs (AMEX: OIH - News), Caremark (NYSE: CMX - News), Rite Aid (NYSE: RAD - News), Comcast (NASDAQ: CMCSA - News), Time Warner (NYSE: TWX - News)
Cramer is bullish on UPS and likes rails, which are a buy on any decline because the trucking sector is suffering. He added that Goldman Sach's upgrade of PG was worth noting and, if it weren't for a strike, the stock could reach $67 or $69. He attributes the success of PG and CL to investor's desire to look for other soft goods that are not dependent on corn prices. However, since cereal is only 3% to 4% corn, Cramer thinks selling Kellogg and General Mills is premature. Concerning oil, Cramer thinks that OIH has been a reliable barometer for oil prices and is heading toward a bottom, but he hesitates to recommend it because it is an "easily manipulated index." Cramer would ring the register on Caremark, and of all the drugstores, he would own only RAD. Finally, Cramer predicted that Comcast is "headed dramatically higher" and said that, at $22, Time Warner is undervalued.
Published by SeekingAlpha

Labels: AAPL, CL, CMCSA, CMX, COF, CSCO, GIS, HPQ, INTC, Jim Cramer, JPM, K, MSFT, OIH, PG, RACK, RAD, TWX, UPS

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.
Published By SeekingAlpha

Labels: AAPL, AD, BAC, BBY, bid, CC, CL, F, FDX, GS, Jim Cramer, Market Minute, MO, NYX, ORCL, PG, TM, VCI, XOM