Jim Cramer's Mad Money Review

Although people might not like Cramer the disciplinarian, he said his new book, which has 20 brand-new rules, should prevent market players from losing money. And because Cramer's aim is to help make people rich, he went on to explain five of those new rules.Cramer's first new rule is, There's a market for everything; pay attention to how it works. Investors need to remember that there are lots of different reasons why stocks are traded in a stock market and that there are submarkets, he said.Although it makes total intuitive sense, most people rarely keep in mind when investing that there's a market for oil stocks, a market for newly public stocks and a market for small-cap value stocks, all of which are governed by supply and demand, Cramer said.If you ignore the supply and demand for certain kinds of stocks, or stocks in general, you'll be totally perplexed by the market, he said. This rule is especially true for trendy, hyped-up stocks.Taking the ethanol trade in 2005 and 2006 as an example, Cramer said at the end of 2005, because the supply of ethanol stocks was so low and demand was intense, people were able to make truckloads of money in stocks such as Archer Daniels Midland (ADM) and Andersons (ANDE).But then the ethanol game changed, as a company called VeraSun (VSE) came public on June 14, 2006, and added to the supply of ethanol stocks, he said. The VeraSun initial public offering was further followed by IPOs of companies with worse fundamentals - but just as much ethanol exposure.If you'd just been paying attention to the fundamentals, or to the hype about ethanol in the media, you would've been caught totally off-guard by the downturn in ethanol, Cramer said.The day VeraSun came public, I called the end of the ethanol, and I got it right ... because I was paying attention to the amount of ethanol stock in the market and the market's demand for it.Know What You HoldMoving on to rule No. 2: when playing a rally, make sure your stocks actually fit the bill, he said. Don't be bamboozled by what sector your stock belongs to. Instead, know precisely what you own and why you own it.Although Cramer always advises his viewers to do their homework and know what they own, this rule is different because the point is to recognize that sectors don't always matter when it comes to giving stocks momentum.People should never confuse a rally within a sector for a rally of that entire sector, he said.Also, he knows people don't always do their homework before buying stocks - behavior Cramer said he does not approve of. He iterated that he believes people need to spend at least an hour a week per stock they own doing homework to make sure the stock is still a sound investment.Breaking down the rule, Cramer said there are times people will see a rally in an entire sector. For example, if the Fed cuts rates, investors will see a rally in almost everything cyclical, or if the economy gets pummeled, people will see a rally in consumer staples and food and beverage companies, he said.These are broad, sector-based rallies and you don't have to be all that discerning to pick out a good stock that will make you plenty of money when these things happen, Cramer said. But most rallies don't work that way.Market players will hear about health care rallies or transports rallies or tech rallies, but that doesn't mean the whole sector's rallying, he explained, because within sectors there are industries.This is what really counts and what people should pay attention to, Cramer said.Cramer said he came up with this rule on June 22, 2005, when he got caught up in the idea of a tech rally and picked the two names that most represent tech: Microsoft (MSFT) and Cisco (CSCO). But later Cramer realized that the so-called tech rally was really a gadget rally.I fooled myself because Microsoft and Cisco had always been the tech stocks, he said. It didn't matter that they didn't have any real exposure to the rally, because I was thinking of it as a tech rally, and in a tech rally you buy Microsoft.It's easy to mistake a rally in an industry for a rally in the sector it belongs to, Cramer said, but if people remember this second rule, they should be able to make a lot more money.

Labels: ADM, ANDE, CSCO, Jim Cramer, Mad Money, MSFT, VSE

Altria (MO), Bank of America (BAC), Chevron (CVX), Honeywell (HON), Conco-Phillips (COP), Freeport-McMoran (FCX), Schlumberger (SLB), American International Group (AIG), Pfizer (PFE), Cisco (CSCO)
Cramer was disappointed with Dow Jones' facelift which involved getting rid of Altria, and Honeywell, and adding Bank of America and Chevron. Three economic themes Cramer thinks should have been expressed in the Index changes are the growing importance of natural resources, the dwindling power of the financial sector and international growth. None of these themes were reflected in today's choices, Cramer commented. He said a financial should have been removed rather than added to the Dow, COP would have been a better choice than CVX, and would have considered including FCX or SLB in addition to keeping HON. He would have dropped AIG which is a travesty masquerading as an insurance company whose CEO, Martin Sullivan, was recently added to Cramer's Wall of Shame. He would also give Pfizer the pink slip, and would consider adding CSCO, since it is diversified.
Raytheon (RTN)
In spite of Goldman's Sachs note of Early indications of slowing growth in defense spending..., the military budget keeps growing; President Bush is asking for a $515 million for 2009 which is a 7.5% increase. Cramer likes RTN in this space because it has strong international sales, and is up 25% since Goldman's downgrade last March, but he would wait for a pullback before buying.
McDonald's (MCD), Darden (DRI)
One month of data does not justify a bearish position on a restaurant stock, said Cramer, noting McDonald's $6 rise since Bear Stearns hastily downgraded the stock for weak December same store sales (January same store sales increases 5.7%) An even faster kneejerk (or, rather, prejerk) occurred when Darden was downgraded only a few minutes before its better-than-expected guidance was released. The moral of the story, according to Cramer, is that when analysts unfairly downgrade stock on scant data, it is time to buy. Cramer would buy MCD now even though it has risen a bit.
Published By SeekingAlpha

Labels: AIG, BAC, COP, CSCO, CVX, DRI, FCX, HON, Jim Cramer, Mad Money, MCD, MO, pfe, RTN, SLB

New Rule #1 : There's a market for everything; pay attention to how it works, Archer Daniels Midland (ADM), Andersons (ANDE) and VeraSun (VSE)
Cramer reiterated his recommendation that investors read his first book: Jim Cramer's Real Money: Sane Investing in an Insane World, in addition to his newest publication, Jim Cramer's Mad Money: Watch TV Get Rich, which contains 20 brand new investment rules, 5 of which he described on Tuesday's show. His first new rule requires that investors be aware of how stocks trade and that there are many sub-markets within the market. When faced with a trendy stock, it is more important to pay attention to supply and demand than media hype. For instance, late in 2005 when demand for ethanol stocks was high and supply was low, it was possible to make truckloads of money with ADM and ANDE. However, when VeraSun went public in June 2006, Cramer declared that the ethanol story was over, since the supply of ethanol exceeded demand. If you'd just been paying attention to the fundamentals, or to the hype about ethanol in the media, you would've been caught totally off-guard by the downturn in ethanol, Cramer said.
New Rule #2: Make sure your stocks actually fit the bill, Microsoft (MSFT) and Cisco (CSCO)
In addition to doing homework, Cramer warned, Don't be bamboozled by what sector your stock belongs to. Instead, know precisely what you own and why you own it. Cramer cautions viewers not to confuse a rally in an entire sector with a rally within the sector. Broad sector rallies are not too difficult to spot or predict. For instance, when the Fed cuts interest rates, rallies are prevalent among cyclicals, and when the economy is perceived as being weak, consumer staples rally. However, most rallies don't work that way, Cramer said. For instance, when there were stories about a tech rally in June 2005, Cramer chose MSFT and CSCO as names that represented tech, when the upsurge was actually a gadget rally, and did not affect these stocks. Cramer suggests looking at industries within sectors.
New Rule #3: Latin America is Always a Trade, BanColombia (CIB)
Cramer envisions that one day this rule may be revoked, but not in the near future, because every time there is an amazing, long-term growth story in Latin America, it will wind up being a trade. This has nothing to do with the fundamentals of the companies, but is the result of huge market-moving investment firms which have the conviction that Latin America is always a trade, and the stocks get hammered as soon as they move on. Cramer admitted that he made this mistake by thinking that CIB was an investment when it was actually a trade.
New Rule #4: Be a Lemming.
Although he confessed that, at first, this rule may sound stupid and terrible, it actually makes sense to go with the big institutions and the movement of the market if the investor has done sufficient homework. This doesn't mean to ride momentum blindly, but it is true that stocks which hit a 52-week high often keep increasing. This isn't about being a unique and individual snowflake. It's about trying to make money, Cramer said.
New Rule #5: Don't be afraid to say something is too hard.
Some things are just too difficult to game, even after doing lot of homework. Cramer confesses that his rough spot is predicting restaurant same-store sales growth; There are too many better, easier ways to make money in the market, he said. Restaurant CEOs have a hard time predicting their own same-store sales, and the weirdest, most unexpected factors can cause worse-than-expected results. Since there is always a bull market somewhere, Cramer doesn't see the point in knocking one's head against the wall with something that is too hard.
Published By SeekingAlpha

Labels: ADM, ANDE, CIB, CSCO, Jim Cramer, Mad Money, MSFT, VSE

On Tuesday's show Cramer gave out 5 rules for investing in the stock market. His first rule is that there is a market for everything, including the stocks themselves. He said an example was how ethanol stocks were very hot about a year ago, and then several IPOs came on the market, so there was an oversupply of ethanol stocks on the market and the entire sector went down. So the ethanol business and news didn't matter because there were too many ethanol stocks available. Cramer said another example was his recommendation of Sealy (ZZ) at its IPO where he liked the stock, but didn't realize that there was a glut of IPOs, so the IPO market was saturated and the stock tanked.
Cramer took soma calls. The first caller asked how you can know whether an IPO is a good investment or not, and Cramer said that the key is the offering price for the shares. Another caller asked if there are any sectors that Wall Street overlooks, and Cramer said that you should look for a sector that used to have 10 analysts and only has 1 or 2 now and consider that sector for a turnaround. The next caller asked about the Vonage (VG) IPO, and Cramer said that this IPO was overhyped and that they should not have let the company sell stock to its customers.
Cramer's second rule is to know what you own. Sectors don't always matter since stocks within a sector can rally without others. Industries within a sector are the key to rallies, not the sector itself. An example occurred a couple years ago when he called for a tech rally and recommended Cisco (CSCO) and Microsoft (MSFT) because they were the big tech stocks, and he should have been thinking more specifically about the gadget industry within tech, since stocks like Apple (AAPL) were up big. He also said that he wants you to do at least 1 hour of homework each week for each stock you own. He thinks you should give your money to a mutual fund if you don't have enough time.
A caller asked why you don't see big rallies in the biotech sector, and Cramer explained that biotech stocks are moved by FDA rulings, not broader industry moves. The next caller asked how to find the pin action within a sector that Cramer talks about, and he used an example where Boeing (BA) reported a great quarter, and you should look to see who makes the components of the planes they make, since their sales will rise with Boeing's. The next caller asked how to predict performance if a sector is split, like Internet search with Yahoo! (YHOO) and Google (GOOG), and Cramer said that you need to look at management and other company specific factors in that case.
Cramer's third rule is that Latin America should always be treated as a shorter term trade since Wall Street has preconceived notions about the region that prevent it from being a long term investment, and they are the ones who move the market. You should always take profits as a Latin American stock moves up so you don't get caught when the big investors move out of their trade. A caller asked how important our economy is to Chinese stocks, and Cramer said that he doesn't like to recommend Chinese stocks because he doesn't trust their economy. The other caller asked about stocks like Wal-mart (WMT) and Starbucks (SBUX) that are expanding in China, and Cramer said that Starbucks could be the next Yum! Brands (YUM) which doubled their stock price after they doubled their stores in China.
Cramer's next rule is that being a lemming is ok, but he still wants you to go your homework, but if you agree with the moves that big investors are making, then it's good to go with the momentum.
His last rule was to not be afraid to say that something is too difficult to invest or trade on. His example is restaurant same store sales, which he has been crushed on in the past since there are so many factors that contribute to the number and the reaction. He said you aren't being weak, but smart by focusing your time someplace where you can make money.

Labels: AAPL, BA, China, CSCO, GOOG, IPO, Jim Cramer, Lightning Round, Mad Money, Mad Money Lightning Round, Mad MOney Recap, MSFT, SBUX, VG, WMT, YHOO, YUM, ZZ

The Dow closed down 218 points and the Nasdaq fell 43 points on Monday. Finerman sees storm clouds are everywhere and the Goldman downgrade of Citigroup (C) really hurt the markets. Najarian had a fun day trading. He also thinks the financial sector is in big trouble and he is extremely worried about General Motors (GM) which fell below $27.
Louise Yamada, a highly ranked technician on Wall Street, joined the show to discuss her analysis on the technicals of the market. She is currently worried that the S&P 500 could break 1406, which would signal to her an end of the longer-term uptrend. Yamada is still bullish on Cisco Systems (CSCO) and she would look to buy pullbacks on the name. She looked at the chart on Broadcom (BRCM) calling it a sell because it hasn't followed through after a false break-out. The chart on Coca-Cola (KO) is initiating an uptrend according to Yamada, so she would be a buyer of KO. Bed Bath and Beyond (BBBY) should be sold.
Retail
Nordstrom (JWN) reported a 22% rise in third-quarter profits helped by an extra week of sales.
Sears Holdings (SHLD) disclosed it has taken a 13.7% stake in Restoration Hardware (RSTO) and the possibility of proposing an acquisition.
Target (TGT) is set to report earnings Tuesday before the opening bell.
Hewlett-Packard (HPQ) clocked a 28% jump in profits off of strong notebook sales.
Medtronic (MDT) reported a 2% decline in profits, but the stock trades 3% higher after hours.
Lowe's (LOW) dropped 7% after reporting a 10% decline in profits due to the weak housing market.
Celgene (CELG) bought Pharmion (PHRM) for $2.9 billion. Adami thinks that Phizer must make a similar acquisition.
EchoStar (DISH) shares exploded higher Monday after Citigroup said there was a 65% chance that AT&T (T) will buy DISH.
Ultimate Fighting is now the fasting growing spectator sport in the United States. Macke says look for growth in cable companies and satellite companies like Viacom (VIA) and EchoStar. He also thinks makers of energy drinks like Coca-Cola will benefit. He said avoid the World Wrestling Entertainment (WWE) because the UFC is taking share. Lastly, Macke speculated that Anheuser-Busch (BUD) could be near a beverage deal with the UFC.
Pops & Drops
Pops - Xerox (XRX) traded up 2%.
Intercontinental Exchange traded up 3%
VeriSign (VRSN) traded up 2%.
Drops - E*TRADE (ETFC) fell 13% even with speculation of a takeover by Ameritrade (AMTD)
Wynn Resorts (WYNN) fell 7%
Genesco (GCO) plunged 24%.
Disney (DIS) fell 4%
General Motors (GM) fell 8% after the automaker announced plans for year-end discounts to clear out inventory.
Dillard's (DDS) fell 5%.
Tween Brands (TWB) fell 13%
Final Trade
Macke would purchase Dicks Sporting Goods (DKS) and Target on any selloff Tuesday
Najarian advises buying EchoStar (DISH) on a pullback under $44.
Finerman is long Goldman Sachs Group (GS) and short Lehman Brothers Holdings (LEH).
Adami recommends Vodafone Group (VOD) for a play on China.

Labels: BBBY, BRCM, CELG, Citigroup Inc., CNBC, CNBC's Fast Money, CSCO, DISH, Dow Jones, Fast Money Recap, GM, HPQ, JWN, KO, LOW, MDT, Nasdaq, PHRM, SHLD, TGT

On Friday the stock market continued to fall with the Dow plunging 223 points and the Nasdaq falling 68 points. The show guided investors through the difficulties of profiting in a down market. Najarian suggests Cisco Systems (CSCO) as a buying opportunity here. He also likes Apple (AAPL) which he mentioned is now selling the iPhone in Germany and soon China. Adami likes EMC (EMC) calling it a real story. Seymour recommends Microsoft (MSFT) and Finerman agreed. Finerman also thinks Altria (MO) is smoking and Adami recommends Unilever (UL). Najarian thinks international and weak dollar plays like McDonald’s (MCD) and Coke (KO) will continue to work.
Bank stocks like Wachovia (WB), JPMorgan (JPM), and Bank of America (BAC) finished up on Friday. Najarian was with Citigroup (C). He mentioned that the Financial Select Sector SPDR Fund (XLF) saw 2-to-1 call options buying on Friday.
Word on the Street
Merck (MRK) announces plans to pay $4.85 billion to settle most of the remaining Vioxx lawsuits. Adami recommends buying GlaxoSmithKline (GSK) here.
E*Trade (ETFC) fell 13% after hours.
Retailers
Wal-Mart (WMT) and Macy's (M) are set to report earrings next week. One interesting name to look at is low cost retailer TJ Maxx (TJX) which could be benefiting from consumers looking to save money. Finerman is sticking with Wal-Mart for a long term investment. Macke advises buying The Gap (GPS) and GameStop (GME).
Steel Trade
Bearish news from both the housing and auto sectors has helped push U.S. Steel (X) down 7% this week. Seymour mentioned that possible suitors include POSCO (PKX) and some Russian steel makers. Seymour would watch is Mechel (MTL) as well.
Pops & Drops
Pops- Monsanto (MON) traded up 3.5% after the company said it will double profits to the tune of $8 billion over the next five years.
Allstate (ALL) traded up 4% after Citigroup upgraded the stock.
Drops- Clearwire (CLWR) plunged 38% after Sprint Nextel (S) canceled a deal.
Washington Mutual (WM) fell 11% off a investigation started by New York Attorney General Andrew Cuomo into the bank's dealings with mortgage appraisers.
Fannie Mae (FNM) fell 6% after reporting a loss for the third-quarter.
Whirlpool (WHR) fell 4% off a negative Barron's article.
NASDAQ (NDAQ) dropped 10% after private equity firm Hellman & Friedman sold 23 million shares.
Misfires
On October 25th Adami was a buyer of Sotheby's (BID) and since his call the stock fell 8%.
October 2nd Finerman recommended buying Kohl's (KSS) and since her call, the stock has been crushed falling 20%.
Najarian advocated buying Cisco Systems (CSCO) ahead of the earnings report and was dead wrong and Cisco fell 10% since his call on Tuesday.
Quicker Than the Ticker
On October 15th Najarian said buy SunPower (SPWR) and Suntech (STP). He nailed the call and the stocks screamed up by as much as 50%.
November 2nd Seymour picked Russian cellphone providers VimpleCom (VIP) and Mobile Telesystems (MBT). Seymour was right and both stocks climbed 6% in 5 days.
October 15th Finerman recommended Flowserve (FLS). She was deadly accurate and the stock climbed 20% since her call.
October 25th Adami suggested shorting Exxon Mobil (XOM) ahead of earnings. Adami was correct and XOM fell 4% after missing earnings.
Final Trade (Green)
Adami favors BorgWarner (BWA) for a play on fuel efficiency and emissions control.
Najarian feels positive about Energy Conversion Devices (ENR).
Seymour recommends Powershares Water Resources ETF (PHO).
Finerman likes Kaiser Aluminum (KALU).

Labels: AAPL, CNBC, CSCO, Fast Money, Fast Money Recap, KO, MCD, MO, ul

Friday's show began with Cramer analysing two new stocks Cramer wants you to buy after the big sell off in the market on Thursday. Cramer said he likes to buy supermarket and drugstore stocks after down days because investors consider them to be safe. His picks were Avon (AVP) and Clorox (CLX). Cramer thinks that they both are doing well internationally, that they have good growth prospects, and that the CEOs of both companies have turned things around.Tekelec (TKLC): Cramer talked about his weekly speculative pick. They make telecommunications equipment that is focused on next generation networks, giving it strong growth prospects. Cramer also likes that they just completed a stock buyback, meaning they have more cash than some of his speculative plays. Cramer thinks that the stock could go to $16, and that it might be a buyout target for a larger telecommunications company.After the lightning round, Cramer discussed his Game Plan for next week. He thinks that Citigroup (C) CEO Chuck Prince will either leave the company this weekend, or not at all. If he is still around after Monday, Cramer wants you to move on. Cramer then talked to Diana Shipping (DSX) CEO Simeon Palios about dry bulk shipping rates, and he left Cramer less bullish about the dry bulk shippers than he had been. Cramer brought up his earnings plays for this week. Cisco (CSCO) reports on Wednesday, and Cramer thinks you should buy the stock before then. Hologic (HOLX) reports on Tuesday, and Cramer thinks you should also buy some of their stock before they report. He also said that Foster Wheeler (FWLT) and Allergan (AGN) have gone down in the past after earnings, which he thinks is a chance to get these stocks on sale. Cramer also said that he wants you to sell CBS (CBS) and buy ConEd (ED) because it has higher growth and a larger dividend.Cramer has the CEO of GFI Group (GFIG) on the phone, and they talked about the company's position in the brokerage market, and Cramer said that he is bullish on the stock.

Labels: AVP, CBS, CLX, CNBC, CSCO, DSX, HOLX, Jim Cramer, Mad Money, TKLC

On Tuesday's show, Cramer began by analyzing another stock that has been put on sale after Friday's drop in the market. Shaw Group (SGR) had the best earnings of the quarter so far. Cramer thinks this is time to back up the truck and load up on the stock. Cramer still likes infrastructure plays like Shaw, and the earnings make it even more attractive.
Cramer then went to the phonelines. The first caller asked about Aecom (ACM), which Cramer recommended a couple of weeks ago. Cramer said it is still one of his favorites. The next caller asked about uranium prices, which Cramer attributed to production problems, and recommended Mosaic (MOS) as a good uranium play.
Next, Cramer discussed another pick he made based on the book "Microtrends," which Cramer has been plugging for about the past week. He found that the number of people working from home is increasing, which he thinks will be profitable for Cisco (CSCO), since its products will be needed to connect people to the office, including offerings from some companies they have bought out over the past few years.
Another caller asked about the tech sector in general, and Cramer said that he is the only person bullish on tech. The next caller asked why Cramer likes Cisco, and Cramer said he thinks it will be up consistently 15% a year.
Am I Diversified?
first caller asked about five stocks: Amgen (AMGN), Under Armour (UA), PetSmart (PETM), Goldman Sachs (GS) and EMC (EMC), the latter two of which Cramer owns for his charitable trust, Action Alerts PLUS. Cramer said, "That is definite, definite diversification." The second caller named these five plays: IBM (IBM), Bristol-Myers Squibb (BMY), Pfizer (PFE), Disney (DIS) Citigroup (C), which Cramer also owns for his charitable trust.
Mad Mail: The first email thanked Cramer for the show he did on October 19, where he gave his 5 rules for investing. The writer thinks that those tips will save him money in the future. The next email asked why Cramer didn't talk about Dry Ships (DRY) when he did his dry bulk shippers segment. Cramer said that it has gone up so much that he had to pass on it. The next writer invited Cramer to his daughter's Bat Mitzvah because the profits from his stock picks are paying for it, and the last email asked what to do with some Hershey (HSY) stock they own, and Cramer said to sell it any time the stock goes up.

Labels: ACM, AMGN, CSCO, DRYS, EMC, GS, HSY, Jim Cramer, Mad Money, Mad MOney Recap, MOS, SGR

Bullish
Morningstar (MORN),
Blackstone (BX),
Fifth Third Bancorp (FITB),
Sonic (SONC),
Cisco (CSCO),
Motorola (MOT),
Nokia (NOK),
EMC (EMC)
Caterpillar (CAT).

Bearish
Netgear (NTGR)
Infosys Technologies (INFY),
Audiovox (VOXX),
VMware (VMW),
Clearwire (CLWR)
Alvarion (ALVR).

Labels: BX, CAT, CSCO, EMC, FITB, Jim Cramer, Lightning Round, Mad Money Lightning Round, MORN, MOT, NOK, SONC

Technology
Najarian noted that Hewlett- Packard (HPQ) hit a 52-week high Monday and Research In Motion (RIMM), IBM (IBM) and VMware (VMW) all traded higher. Stacey Gilbert of Susquehanna Financial Group prefers Google (GOOG) whose call options are very active on the name. Najarian agreed and mentioned the Google December $750 calls were active on Monday. Other option notes: Najarian noticed some very unusual options activity in TJX Companies (TJX) on Monday, seeing 10,000 October $30 calls trade and also stepped-up activity in the November $30 calls. Macke predicts a big winner with TJX.
Keith O'Malley, a trader with Hold Brothers, came on the show to discuss his trading ideas. He declares that the Fed is done cutting interest rates. He likes Cisco Systems (CSCO) and Fluor Corp (FLR).
CEO's
Gasparino joined the show again to discuss his thoughts on CEOs who could lose their jobs. Gasparino gave out odds for how likely Chuck Prince, Jimmy Cayne and Stan O'Neal will lose their jobs. Prince is CEO of Citigroup (C), Cayne runs Bear Stearns (BSC) and O'Neal heads up Merrill Lynch (MER). He gave Prince 2-1 odds, Cayne 6-1 and O'Neal 10-1. Gasparino also said that John Thain, CEO of NYSE Euronext (NYX), is a candidate for CEO of Citigroup. CEO of Sprint Nextel (S) Gary Forsee has left the telecommunications firm. Sprint is a takeover stock with Chinese companies being possible buyers.
Word on the Street
Yum! Brands (YUM) traded higher Monday. Macke: 41% of sales came from China and recommends investors to buy the stock here.
Aeropostale (ARO) traded lower. You can sell retailers ahead of the numbers, according to Macke.
CTC Media (CTCM), Central European Media (CETV) and Cemex (CX). Seymour found these value names in the emerging markets. Seymour is committed and long CX.
Alcoa (AA): scheduled to report earnings Tuesday after the bell. Gilbert sees better plays in the titanium makers like RTI International (RTI) and Titanium Metals (TIE). Gilbert owns TIE.
China
The Shanghai Index has gone up a whopping 300% in the past 5 years. The Communist party will try to control the rise in food prices and make comments on the income gap between the wealthy and poor in the region. Seymour suggests buying dips in the iShares FTSE/Xinhua China 25 Index (FXI) on any negative headlines.
Pops & Drops
Pops- Research In Motion (RIMM) traded up 4%. Has more room to go higher.
Valero (VLO) traded up 4% after Citigroup upgraded the stock. Seymour: A sell into the upgrade.
AK Steel (AKS) popped 11% after settling a lawsuit.
Apple (AAPL) traded up 4%. Macke: buy some stock of the iPhone maker.
China Digital TV (STV) exploded higher by 41%.

Drops- Ryder Systems (R) fell 7% after missing profit estimates.
Freeport McMoRan (FCX) dropped 2% as copper prices fell on Monday.
LDK Solar (LDK) plummeted 26% after Barron’s ran a negative story on the Chinese solar play.
Final Trade
Macke: recommends McDonald's (MCD)
Gilbert: feels positive about Titanium Metals (TIE).
Seymour: sell Banco Itau (ITU).
Najarian: likes ValueClick (VCLK).

Labels: CNBC, CSCO, Fast Money, Fast Money Recap, FLR, GOOG, HPQ, IBM, RIMM, TJX, VMW

Nokia (NOK), Navteq (NVT) and Motorola (MOT): Cramer would use the decline since the Navteq acquisition as an opportunity to buy NOK, and says that NOK far surpasses competitor MOT.
Capital One (COF): This bank may have finished its decline since there is reassuring news from California that the number of defaults will not be overwhelming, says Cramer.
Cisco (CSCO) and Ciena (CIEN): Cramer prefers Cisco to Ciena, which he would sell since it has jumped 10 points.
Bank of America (BAC), JP Morgan (JPM): BAC is inexpensive and should reach $60 from $52, Cramer predicted, adding that JPM's CEO Jamie Dimon is overrated.
Published by SeekingAlpha

Labels: BAC, CIEN, COF, CSCO, Jim Cramer, JPM, MOT, NOK, Stop Trading

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

Bullish:
Cisco (CSCO): if you want to be in tech.
J.C. Penney (JCP): He thinks that this stock is undervalued and is a buy at this price.
Integrated oil companies like ConocoPhillips (COP), Chevron (CVX), and Exxon Mobil (XOM) are better plays.
American Eagle (AEO), Abercrombie & Fitch (ANF) or Aeropostale (ARO), in that order.
Kellogg (K): Cramer is bullish on Kellogg, as well as General Mills (GIS) and ConAgra (CAG).
Cramer is sticking with Baidu.com (BIDU) as the best China play.
Cramer likes NVIDIA (NVDA), Texas Instruments (TXN), and Intel (INTC)

Bearish:
Xerox (XRX)
American Capital Strategies (ACAS): Cramer's undecided on the stock, so he's avoiding it.
Tesoro (TSO): Cramer thinks gas prices aren't high enough to be in a refiner,
Luxottica (LUX): "Don’t buy!"
Hot Topic (HOTT)
Aluminum Corp. of China (ACH)
American Superconductor (AMSC)

Labels: ACAS, AEO, ANF, ARO, BIDU, CAG, COP, CSCO, CVX, GIS, INTC, JCP, Jim Cramer, Lightning Round, Mad Money Lightning Round, NVDA, TXN, XOM, XRX

Bullish:
PepsiCo (PEP), BEA Systems (BEAS), General Motors (GM), RRSat Global Communications Network (RRST), Zumiez (ZUMZ), Superior Offshore International (DEEP), Oshkosh Truck (OSK), Northrop Grumman, L-3 Communications (LLL), Lockheed Martin (LMT), General Dynamics (GD), Cisco Systems (CSCO), XTO Energy (XTO), GMX Resources (GMXR), Siemens (SI), Transocean (RIG), Schlumberger (SLB), Prudential Financial (PRU), MetLife (MET) and Halliburton (HAL).
Bearish:
Smart Balance (SMBL), Parametric Technology (PMTC), DirecTV (DTV), Parker Drilling (PKD) and Assurant (AIZ).

Labels: BEAS, CSCO, DEEP, GD, GM, GMXR, Jim Cramer, Lightning Round, LLL, LMT, Mad Money, OSK, PEP, PRU, RIG, RRST, SI, SLB, XTO, ZUMZ

On Wednesday, Cramer said, “For everyone who missed out on the 400-point rally yesterday and today, I have one thing to say: It’s not too late, you've barely missed a thing.” Proof: Cramer said when the Fed realized the extent of its problems back in 1990, it was a great time to get into the market. Since then: Dow Jones up 10,000 points. People shouldn’t pay attention to the “negative Nancies” that have been scared out of the market. Cramer says the rate cut has been great for so many stocks. Including: Kohl’s (KSS), Target (TGT), as well as the banks. Also: Wachovia (WB), Downey Financial (DSL), and FirstFed Financial (FED). Cramer is still in the middle on homebuilders. He wouldn’t touch Lennars (LEN) or KB Homeses (KBH), but wouldn’t short them anymore.
AT&T (T): Cramer spent the next segment telling why AT&T is a good buy. It has a good dividend and has “totally reinvented itself as a growth company” by investing in telco companies. AT&T CFO Rick Linder was welcomed to the show and said the telco industry is resurging. Their wireless data, broadband, and video division are all taking off as well. Their acquisition of Apple’s iPhone has been largely successful, especially since its price drop to $200.
Mad Mail: writer commented on Cisco's (CSCO) recent acquisition of wireless solutions company Cognio and asked if all WiFi companies are headed down the bandwidth road to the extent that Level 3 Communications (LVLT) will soon experience explosive revenue and profit growth.
Am I Diversified? Cramer’s first caller asked if he was diversified with the following five stocks: Apple, Noble (NE), Potash (POT), Research In Motion (RIMM) and Schlumberger (SLB). Cramer pointed out two pairs with Apple and RIMM, and Noble and Schlumberger. Throw out Noble and Apple and add a defense play like Northrop Grumman (NOC) and a financial like Wachovia. Separately, Cramer said he prefers Deere (DE), Monsanto (MON) and Bunge (BG) to Potash.
His second caller named these five picks: Genentech (DNA), Fuel-Tech (FTEK), NightHawk Radiology (NHWK), L-1 Identity Solutions (ID) and US Gold (UXG). Cramer told the caller she had too much of a gambling portfolio with too many speculative stocks like ID, FTEK and UXG. He suggested getting out of those and into less speculative names.

Labels: ATT. T, CSCO, DE, DSL, Fed, Jim Cramer, KSS, LEN KBH, LVLT, Mad Money, Mad MOney Recap, MON, NE, NOC, POT, RIMM, TGT, WB

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

Schlumberger (NYSE: SLB - News), Texas Instruments (NYSE: TXN - News), Google (NasdaqGS: GOOG - News), Cisco (NasdaqGS: CSCO - News), Intel (NasdaqGS: INTC - News), RIM (NasdaqGS: RIMM - News), EMC (NYSE: EMC - News): With the Fed's rate cut, Cramer says people are now focused on what to buy, and sees SLB as a likely candidate, since it is trading at 17 times earnings estimates. Currently SLB is at 88, and Cramer thinks it may rally to 95. He also would buy TXN which has "the most aggressive buyback on the NYSE," and would pick up other quality tech names such as GOOG, CSCO, INTC, RIMM and EMC.
Published by SeekingAlpha

Labels: CSCO, EMC, GOOG, INTC, Jim Cramer, RIMM, SLB, Stop Trading, TXN

Bullish calls:
Nova Chemicals (NYSE: NCX - News): 'I believe that the chemical companies are radically undervalued, particularly because there are still a lot of Europeans that still want to buy them because of strong currency... I am saying yes to NCX.'Research In Motion (NasdaqGS: RIMM - News): ' ..the highest-growth companies with best balance sheets... I am not backing away from a stock like RIMM.'EMC (NYSE: EMC - News): ' ... was down horribly today, even though the VMWare, but it was a bad day. I would buy EMC.'Hewlett-Packard (NYSE: HPQ - News)Intel (NasdaqGS: INTC - News) Cisco Systems (NasdaqGS: CSCO - News)Avnet (NYSE: AVT - News): 'I've been recommending Avnet Inc. which, weirdly, was at a 52-week high yesterday. I would swap out of IM and buy AVT. Can we wait for AVT to pull back? It just hit a high, but I like it.'
Bearish calls:
Xerox (NYSE: XRX - News): 'I feel that this is a stock that is just going to be nibbling... Don't buy, don't buy.... I am not going to recommend it.'ViroPharma (NasdaqGS: VPHM - News): 'I just recommended it. It went down and, ever since then, I have hated it. I just feel like it's not what you want to do. Sell, sell, sell!'Brocade Communications (NasdaqGS: BRCD - News): 'Huge insider buying. I thought it went down because of Greg Reyes... I know that he was just convicted....don't buy, don't buy.'Ingram Micro (NYSE: IM - News): 'It's down a lot. If I want to buy a distributor, I want something that has a little more value added.'Dun & Bradstreet (NYSE: DNB - News): 'I've always liked that company ... It's still pretty high. It's at $95 ... Don't buy, don't buy.'North American Palladium (AMEX: PAL - News): 'Bernanke doesn't know that this is a deflationary spiral... You cannot be in PAL. I do not want you to stick with PAL.'
Published by SeekingAlpha

Labels: AVT, BRCD, CSCO, DNB, EMC, HPQ, IM, INTC, Jim Cramer, Lightning Round, NCX, PALM, RIMM, VPHM, XRX