Jim Cramer's Mad Money Review

Bullish calls:
Denny's (NasdaqCM: DENN): 'I want to be candid. They did not have a good month. I am sticking by them because, what I liked them for is the restructuring that's fixing their balance sheet ... it's part of my little under-$10 package that I think is ramping, and that I think goes still higher. DENN is fine with me. I want to hold it.'Blockbuster (NYSE: BBI - News)Dynegy (NYSE: DYN - News)Companhia Vale do Rio Doce (NYSE: RIO - News): 'This company accomplished something that no other company could do in the western hemisphere... It literally merged with its #2 competitor ... and it has created a mineral powerhouse ... I think it's got $45 written on it. I have liked this company for 10 points. I bet you I like it for another 15! But, I've got to tell you - let's understand - it's had a big run. It is up 68% year over year. It goes to $40, and goes to $45. It probably pulls back a little, and ultimately goes to $50.'NYSE Group (NYSE: NYX - News): 'I think this is the most undervalued stock on the New York Stock Exchange - how ironic... I just bought some again for my charitable trust last week, and I am anxious to pull the trigger again, because I just think it is so darn undervalued versus when that Euronext deal closes. This one is a keeper.'Yahoo! (NasdaqGS: YHOO): ' ... there was an article in the Wall Street Journal that really said that the Yahoo AT&T relationship is ka-put, that it's just a trainwreck ... Now, over the weekend, YHOO and AT&T put out a series of releases that basically said that the Journal was dead wrong. Maybe it's something in between, but the people who tossed this stock out on Friday overreacted to what I think may have been a lot wrong in that article. I'm staying with YHOO.'eBay (NasdaqGS: EBAY)Big Lots (NYSE: BIG - News): ' ... As soon as I saw the Dollar General buyout, I said that someone is going to bid for this BIG, so I hit it up. Sure enough, 52-week high but, you know what? It probably has a little bit more to go. Now, let me caution... If I owned it, it's up 120% year-over-year, and that means bulls make money, bears make money, but hogs get slaughtered. So, if you owned it for the last year....'BEA Systems (NasdaqGS: BEAS): 'I recommended it at $12. Right now, I'm giving myself 30 lashes... I am disappointed in how this company reported. I still believe that Oracle could take them out ... I want to stick with it for now.'
Neutral calls:
Ford (NYSE: F - News): 'I don't mind the company, but the stock is wrong ... I think that Ford will be successful in its turnaround, but I like to play it with the right piece of paper - the convertible bond.'
Bearish calls:
USG (NYSE: USG - News): 'USG is a really interesting situation, because it never seems to ever go right where Warren Buffet says that he would buy the rest of it, which is mid-40s... Now, USG in the end, is deeply levered to the housing market, and you know that I am a bear on housing.'Heelys (HYLS): 'I think that HLYS is over-valued ... I went recently to a couple of sporting goods stores. They're stocked to the gills with Heely's. I don't like to see that. Sell, sell, sell!'News Corp. (NYSE: NWS - News): 'We're a dollar away from register ringing on NWS. It doesn't mean I dislike it. It does mean it's had a really big run.'Quiksilver (NYSE: ZQK - News): 'Awful. Awful. I've got to tell you. This is one of the worst quarters I have seen from any apparel company, and they're blaming the warm weather ... I hate those kind of excuses. In other words, what I'm saying is, it's probably too late to sell right now but, if that stock rallies, sell, sell, sell!'
Published By SeekingAlpha

Labels: BBI, BEAS, BIG, DENN, DYN, EBAY, F, Jim Cramer, Lightning Round, Mad Money, NWS, NYX, RIO, USG, YHOO, ZQK

On Speculation: Landec Corp (NasdaqGS: LNDC)Cramer announced that he was going to discuss speculative stocks on Fridays to give investors a weekend to cool off before pulling the trigger on potentially risky companies. Friday's speculative play was LNDC, a $12 stock that, according to Cramer, is in the hottest part of one of the hottest sectors, which is seed technology. LNDC's technology, "intellicoat," prevents seeds from germinating and absorbing water too early, and allows farmers to plant up to four weeks ahead of time. Cramer says, "if corn is the next oil, LNDC is the equivalent of a pressure pumper that gets more oil out of the well." He advised investors to use limit orders and not to buy an entire position at one time.The Week Ahead: Prudential (NYSE: PRU - News), Metlife (NYSE: MET - News), Aon Corp (NYSE: AOC - News)Cramer commented that he doesn't like the market here, that the financials are "acting terrible," the real estate market is a "total collapsed bubble," and that gold, "ever the enemy of paper" is going up and that gold investors should take profits. In this "glass is half-empty" environment, Cramer warns of selloffs in even the best companies, and suggests buying only half of the intended amount and making a move at the end of the week after the "selling squall." He likes Prudential, which reported a "beautiful quarter," AOC, and MET, which is best-of-breed and is the "big sleeper" of next week with 10% accelerated growth. Cramer would buy it before and after its earnings report and recommends patience if it doesn't rise immediately.Chipotle Mexican Grill (NYSE: CMG - News) and Denny's (NasdaqCM: DENN)Concerning CMG and DENN, Cramer says he doesn't mind fact that these companies have debt because their financials are still good, they can refinance at low rates thanks to the strong bond market, and can raise earnings per share by decreasing interest payments. He calls Denny's a "bad going to good" story, but would wait, and calls CMG a "good going to better" story which will have a "fantastic quarter." However, Cramer would hold off until CMG gets hit and would buy it low.Life Time Fitness (NYSE: LTM - News), Baidu.com (NasdaqGM: BIDU), Psychiatric Solutions (NasdaqGS: PSYS)LTM has "come in a tad" from where Cramer recommended it as a generational play, but he would still buy it as a long-term stock. He comments that BIDU has just a fraction of Google's value and better growth potential, but is in a precarious position because of China's Communist government. Since BIDU tends to trade wildly after it reports, he would use a downturn as an opportunity to buy it cheaply. Cramer notes that PSYS' management has been bullish ahead of the quarter, and would buy some stocks ahead of time, since PSYS has been acquiring companies, and Cramer expects a "big number bump" next week.Masco Corp. (NYSE: MAS - News), KBH Home (NYSE: KBH - News), Daktronics (NasdaqGS: DAKT), Reliance Steel (NYSE: RS - News)Cramer would ring the register on MAS before it reports, since it has had a big run. He predicts that KBH will see a huge selloff, and would sell it before it reports and buy the stock back lower. Cramer likes DAKT which is "remaking the billboard industry in its own digital image" and is building huge billboards at sports stadiums. He would use the 8% dip as an opportunity to get in before it reports. Cramer would take profits in RS because it has risen 8 points since he recommended it.Published By SeekingAlpha

Labels: AOC, BIDU, CMG, DAKT, DENN, Jim Cramer, KBH, LNDC, LTM, Mad Money, MAS, MET, PRU, PSYS, RS

Bullish calls:
Denny's (NASDAQ: DENN - News): ‘ is so right ... a restructuring story ... paying off debt ... earnings going to go up. Getting to where it should have been two years ago. Two thumbs up, way up.’Mentor (NYSE: MNT - News): ‘There's room for Mentor, but it is not as good as AGN.’Allergan (NYSE: AGN - News)MasterCard (NYSE: MA - News): ‘Pull the trigger [buy] . ... There's nothing wrong, we just found out JPMorgan had 17% growth in the credit card business ... I'm staying bullish ... been bullish for 50 points ... not backing away.’Immucor (NASDAQ: BLUD - News): ‘This company does terrific laboratory work. ... Well-run, it's a good company ... fabulous growth. Sells about one times earnings. What's not to like?’Global Sources (NASDAQ: GSOL - News): ‘You know, I like this company. You know, it's an Internet play ... hit 52-week high ... but I'm not backing away.’Duke Energy (NYSE: DUK - News): ‘They've restructured the company ... so well-run ... I like the utilities here, and Duke is one of the best in the country.’Genentech (NYSE: DNA - News)
Bearish calls:
Ship Finance International (NYSE: SFL - News):‘Too many very large carriers being built. That could drive the rates down. They may not be able to pay the dividend. Put me in the Don'tBuy" camp.’Valero Energy (NYSE: VLO - News): ‘Mutual funds are piling out of Valero. ... Even though it's dirt cheap, I don't want you to buy Valero.’MGM Mirage (NYSE: MGM - News): 'Ring the Register!’MGI Pharma (NASDAQ: MOGN - News)

Labels: AGN, BLUD, DENN, DNA, DUK, GSOL, Jim Cramer, Lightning Round, MA, Mad Money, MGM, MNT, MOGN, SFL, VLO

Blockbuster (NYSE: BBI - News), Rite Aid (NYSE: RAD - News), Denny's (NASDAQ: DENN - News), Level 3 (NASDAQ: LVLT - News), Cisco (NASDAQ: CSCO - News), Sysco (NYSE: SYY - News), Mercury General (NYSE: MCY - News): Cramer discussed single-digit stocks which he predicts will go higher as investors realize how good they are. He notes that BBI is giving Netflix some agressive competition, Rite Aid is buying Eckherd stores at a low price, Denny's is still underestimated in spite of improvements, and LVLT is making smart acquisitions which allow analysts to raise numbers. Concerning I.Q. Trends' lucky 13 for 2007, Cramer says he likes Cisco and similar-sounding food server Sysco, but would stay away from auto insurer Mercury General.
Published by SeekingAlpha

Labels: BBI, CSCO, DENN, Jim Cramer, LVLT, MCY, RAD, SYY

Bullish calls:
Bank of America (NYSE: BAC - News): 'I like the stock very much here ... good yield, nice growth path, is not going to set the world on fire. ... I say buy Bank of America.'Level 3 Communications (NASDAQ: LVLT - News): 'Some people think I run hot and cold. ... I like LVLT. ... I endorse LVLT ... gonna close a deal soon with Broadwing (NASDAQ: BWNG - News). I am going to stay behind that thing with a TripleBuy.'ConAgra (NYSE: CAG - News): ' ... run, don't walk, into ConAgra, which is one that we nailed nine ways to Sunday.'Quest Software (NASDAQ: QSFT - News): 'The jury is still out. ... I like the core business. I want you to stick with it.'ConocoPhillips (NYSE: COP - News)Denny's (NASDAQ: DENN - News): 'For pecking order, I like Denny's, Brinker Darden ... 'Safeway (NYSE: SWY - News): ' I can't get behind a supermarket other than Safeway.'
Bearish calls:
CBOT Holdings (NYSE: BOT - News): 'We don't need to put any more money in those stocks. We are now in the 'don't buy' mode until that deal [with the Chicago Merc] closes.'FedEx (NYSE: FDX - News): 'I've been let down by FedEx. ... I thought you were having an Internet Christmas. ... even stuck my neck out ... We are done recommending FedEx on this show.'Scottish Power (SPI): 'Ring the register. ... Declare victory, nice investing, well done.'Smithfield Foods (NYSE: SFD - News): 'I want you to sell Smithfield Foods.'American Oriental Bioengineering (NYSE: AOB - News): 'Do not buy ... 'Yum! Brands (NYSE: YUM - News): 'Tough situation, obviously, they had that Taco Bell problem ... For pecking order, I like Denny's, Brinker, Darden ... and then, only then, do I like Yum.'Winn-Dixie (NASDAQ: WINN - News): 'Just came out of bankruptcy ... I can't get behind a supermarket other than Safeway.'Skyworks Solutions (SKWS): 'Ixnay on the Skyworksnay.'Harrah's (NYSE: HET - News): 'You just struck it rich! You go out and you ring the register!'

Labels: AOB, BAC, BOT, BWNG, CAG, COP, DENN, FDX, HET, Jim Cramer, Lightning Round, LVLT, Mad Money, QSFT, SFD, SWY, WINN, YUM

Ingersoll-Rand (NYSE: IR - News), Caterpillar (NYSE: CAT - News), and Boeing (NYSE: BA - News): Cramer notes that cyclicals are thriving and that "Boeing is just breaking out on every new order."
Denny's (NASDAQ: DENN - News), Rite Aid (NYSE: RAD - News) and Level 3 Communications (NASDAQ: LVLT - News): Cramer discussed three special-situation retailers. Altough Denny's was down, it is in the middle of a comeback, and RAD is headed toward $5 and then to $6, according to Cramer, who reports that the merger will happen and doesn't see problems with unions. Concerning LVLT CEO Jim Crowe's prediction of 25% growth, Cramer said,"That's an amazing number if you can hit it. I don't know how he does it, right now the EBITDA's the same as the interest charges, but I have to bank with him because of the 445% return he gave me in the old MFS Communications."
By Miriam Metzinger

Labels: BA, CAT, DENN, IR, Jim Cramer, LVLT, Market Minute, RAD

Microsoft Corp.'s Zune digital music player ``sucks'' compared with Apple Computer Inc.'s iPod, CNBC host Jim Cramer said on his ``Mad Money'' television program yesterday.
Yesterday, when Microsoft first sold the product, the company's stock dropped, Cramer said. That signals investors' concern that Zune won't be competitive with iPod. Still, investors should buy stock in Microsoft because of its new Vista operating system, which will be released early next year. Apple's stock is also a good investment, he said. ``When you're buying Apple, you're buying the most differentiated brand in the absolutely enormous PC market,'' said Cramer, a market commentator and former hedge-fund manager. ``Their Macs are big with college students. Look at laptop share in any given classroom, and they will have 50 percent.''
Cramer also recommended investors buy shares of Canadian energy trusts such as Canetic Resources Trust, Enterra Energy Trust, Pengrowth Energy Trust, Baytex Energy Trust and Precision Drilling Trust. Stocks of these trusts all took a tumble during the past two weeks in wake of Canadian legislation that would tax the trusts as regular corporations four years from now. What makes these stocks attractive, though, is their high dividends. ``Think about 19 percent yield,'' Cramer said. ``If every stock in your portfolio returned 15 percent a year, you would be doing really well for yourself.'' Cramer recommended Bankrate Inc., Best Buy Co., Corning Inc., Daktronics Inc., Dick's Sporting Goods Inc., Halliburton Co., Genesis Microchip Inc., J.C. Penney Company Inc., Kohl's Corp., Lundin Mining Corp., Procter & Gamble Co., Sears Holdings Corp. and Yamana Gold Inc. in response to questions during the show's ``Lightning Round'' segment. He also told viewers to avoid Abercrombie & Fitch Co., Amazon.com, Inc., Creative Technology Ltd., Hewitt Associates Inc., Men's Wearhouse Inc., Pacific Sunwear of California Inc. and TXU Corp. Cramer said he owns Halliburton for his charitable trust.
Source: Bloomberg.com

Labels: AAPL, BTE, CNE, DENN, ENT, Jim Cramer, Mad Moneyh, MSFT, PDS, PGH