Jim Cramer's Mad Money Review

Bullish calls:
Yamana Gold (NYSE: AUY - News): ' I have walked away from KRY and endorsed AUY.'Hydril (NasdaqGS: HYDL): 'As long as oil is north of $40, you are going to be safe there, because it just doesn't make any sense not to use hydro products. I am buying that stock.'DirecTV (NYSE: DTV - News): 'I happen to like DTV. I happen to like DISH. These are cash machines ... The government approves of the duopoly.'EchoStar Communications (NasdaqGS: DISH): 'I endorse DISH too.'Marvell Technology (NasdaqGS: MRVL): 'There is not a single semiconductor, save MRVL*, which I own for my charitable trust, because I think they've got good iPhone business.'Jones Soda (NasdaqCM: JSDA): 'I bank with JSDA. You know I like JSDA. That's an up stock. I still can't believe Pepsi still hasn't taken a run at them.'State Street (NYSE: STT - News): 'This is one those banks that does processing, therefore it gets a higher valuation. 52-week high today, and I'm not backing away. It goes still higher!'British Airways (NYSE: BAB - News)
Bearish calls:
Crystallex (AMEX: KRY - News): ' ... we do not invest with Chavez. He has proven to be a recalcitrant, pseudo-communist! We are not banking with him anymore.'TiVo (NasdaqGM: TIVO): ' I know TIVO's going to be in Comcast, and all that other nonsense... The bottom line is TIVO is 'don't buy, don't buy.' Having recommended a sale outright higher, I don't want to push my luck, but I don't want you in the stock. 'Advanced Semiconductor Engineering (NYSE: ASX - News): 'I don't like that. That's another also-ran semi play ... I do not want to own semis here.'Select Comfort (NasdaqGS: SCSS): 'I have stayed away from the bed business ... I am putting a pox on all beds! Stay away! Sell, sell, sell! 'Sealy (NYSE: ZZ - News): 'I think ZZ was a mistake by me. 'Tempur Pedic (NYSE: TPX - News)CenterPoint Energy (NYSE: CNP - News): 'CNP is just okay. It's a 3.5% yield ... But basically, I like the utilities here, so I can't dis' it. Let me give it a 'don't buy, don't buy.'Nuance Communications (NasdaqGS: NUAN): 'No! No, no! Sell, sell, sell, sell, sell, sell, sell! ... I say no to speech recognition.'Western Union (NYSE: WU - News): 'I am still in 'don't buy, don't buy,' because I worry about the immigrants being told they can't do what they want, so they may be afraid to go to Western Union.'
Published by SeekingAlpha

Labels: ASX, AUY, BAB, CNP, DISH, DTV, HYDL, Jim Cramer, JSDA, KRY, Lightning Round, Mad Money, MRVL, NUAN, SCSS, STT, TIVO, TPX, WU, ZZ

News Corp. (NYSE: NWS - News), DirecTV (NYSE: DTV - News), Liberty (NASDAQ: LBTYA - News):Cramer is bullish on News Corp., and applauds Rupert Murdoch's trading NWS's DTV stake for separation with investor John Malone, since DTV is not moving fast. Cramer discussed Malone's astute wheeling and dealing and mentioned that Liberty's CEO Greg Maffei is in charge rather than Malone. Cramer noted that Maffei worked briefly at Oracle and had a stint at the formerly bankrupt 360 Networks.
Heelys: Cramer says that IPO Heelys will be even hotter than expected, with a price beginning in the 28-30 range rather than the initial 16-18 range. However, he says he wouldn't want to buy the wheeled shoe stock at 30.
Capital Southwest (NASDAQ: CSWC - News): Cramer likes this small-cap stock venture investor which was up $9 to $141 on Thursday, and he predicts it may reach $200.
By Miriam Metzinger

Labels: CSWC, DTV, Jim Cramer, Jim Cramer's Stop Trading, LBTYA, NWS

The media sector will be dominated by a handful of companies that produce or distribute entertainment, despite a proliferation of new technologies and companies vying to deliver programming to homes and handheld devices, a leading media analyst said on Monday. Merrill Lynch analyst Jessica Reif Cohen sees consolidation in distribution, even as new players like phone companies begin to compete with cable operators in offering Internet, television and voice services. "There will be three to five large distributors ... there's roughly four or five large content companies, and lots of other players," Cohen told the Reuters Media Summit in New York. Within the cable segment, Comcast Corp. (NASDAQ:CMCSA - News) and Time Warner Cable are likely to dominate, and the remaining players will be much smaller and possibly controlled by private investors, Cohen told the Reuters Media Summit in New York. Time Warner Cable is part of Time Warner Inc. (NYSE:TWX - News). Phone companies Verizon Communications Inc. (NYSE:VZ - News) and AT&T Inc. (NYSE:T - News) are taking the lead in building up video services and might ultimately buy satellite providers like DirecTV Group Inc. (NYSE:DTV - News) or EchoStar Communications Corp. (NASDAQ:DISH - News).
"We would expect there'll be consolidation on that side," Cohen said. "Whether its DirecTV and EchoStar, or EchoStar being sold to one of the telephone companies." Cohen, who joined Merrill Lynch in 1994 as managing director and senior media and entertainment analyst, is among the top ranked in the industry. WHO'S BUYING, and WHO'S SELLING? Wall Street is also eyeing media sector mergers and acquisitions among smaller film and television producers including DreamWorks Animation SKG Inc. (NYSE:DWA - News). "Would DreamWorks be an obvious acquisition candidate? It makes sense to me," Cohen said. The two companies created by the January split of Viacom Inc. (NYSE:VIA-B - News) from broadcaster CBS Corp. (NYSE:CBS-A - News) could also be in the market for purchases, with some market speculation that either might also seek to go private. "I think you'll see with the separation of Viacom and CBS there are things that they used to have and they don't have that they may want to build up again," Cohen said. Viacom and CBS separated in January in a bid to appeal to different classes of shareholders. Since the split, the stock of CBS, once considered saddled with the slower-growing TV and radio units, has performed better than MTV Networks-owner Viacom. "There's a lot of speculation (over) one side or the other (being) taken private," Cohen said, adding that she thought it was unlikely. "I don't know that there's a willing seller there." Media mogul Sumner Redstone controls both Viacom and CBS.
Source: Reuters.com

Labels: Cable, CBS, CMSA, DISH, DTV, DWA, Entertainment, media, MTV, Radio, T, TWX, VIA, VZ