Jim Cramer's Mad Money Review

Bullish
Indevus Pharmaceuticals (IDEV): I recommended this as a speculative play.
Nastech Pharmaceutical (NSTK)
Great Lakes Dredge & Dock (GLDD): I recommended this
Foster Wheeler (FWLT) than I would be in GLDD
Halliburton (HAL): If you're looking for a stock to keep you afloat, it can't be Haliburton.
AT&T (T)- Stock that has a dividend.
Verizon (VZ)
ConEd (ED). Any one of those is better than Halliburton
GameStop (GME): Cramer was hoping we would get a chance to buy it at $56, but it's not gonna go there.
Transocean (RIG), Diamond Offshore (DO), China Digital (STV), McDonald's (MCD), Yum! Brands (YUM), Intel (INTC) and ConocoPhillips (COP).

Bearish
Great Lakes Dredge & Dock (GLDD)- would rather be in Foster Wheeler (FWLT)
InterDigital (IDCC)- ixnay on InterDigitalnay.

Labels: ED, FWLT, GLDD, GME, HAL, IDEV, Jim Cramer, Lightning Round, Mad Money, NSTK, RIG, T, VZ

On the Offense: Research in Motion (RIMM), Apple (AAPL), Intuitive Surgical (ISRG), VMWare (VMW)
Continuing his sports analogies from yesterday's show, Cramer told viewers it is essential to look for good offensive players which will be wide receivers providing fast growth. He compares Research in Motion to Randy Moss of the New England Patriots, because both players always meet or surpass expectations and have momentum. Terrell Owens of the Dallas Cowboys gets the touchdowns and Apple gets the media coverage. Cramer likes Apple, but thinks it may be setting prices too high. No stock can move 100 points faster than ISRG, and the company has as much speed as Santana Moss of the Washington Redskins. Two rookie wide receivers which dominate the field are VMware and Calvin Johnson of the Detroit Lions. He considers the IPO to be rookie of the year.
Tight End: AT&T (T),Consolidated Edison (ED), Enterprise Products Partners (EPD)
Cramer searched the market for the ideal tight end, a stock which has protection against downside risk and has potential to rise. He compared AT &T, which its 3.6% yield and 1.7 million subscribers to solid Antonio Gates of the San Diego Chargers. ED and Tony Gonzales, tight end for the Kansas City Chiefs are both solid and consistent, and ED has a dividend of 5.1%. While EPD is a bit of a sleeper, it has a 4.65% yield, and is like Jason Witten, who has great potential.
Inverness Medical Innovations (IMA), Medco Health Solutions (MHS), Herbalife (HLF)
Inverness a one-stop shop for diagnostics may be a takeover target for Johnson & Johnson or Procter & Gamble, according to Cramer, who likes it as a long-term play and gives it a triple buy. A potential catalyst is its impending acquisition of Chlolestech, and news is expected to come out on Wednesday. Cramer also likes MHS, which has risen 30% since his recommendation as well as Herbalife (HLF)
Mad Mail: Sirenza Microdevices (SMDI) and RF Microdevices (RFMD), Verifone Holdings (PAY)
When asked if SMDI will be buying RFMD, Cramer answered in the affirmative and said he likes SMDI, but doesn't feel confident about stocks levered to cell-phone components. Concerning PAY, Cramer said he blew it when he recommended the stock.
Published by SeekingAlpha

Labels: AAPL, ED, EPD, HLF, IMA, ISRG, Jim Cramer, Mad Money, MHS, PAY, RFMD, RIMM, SMDI, T, VMW

Under Armour (NYSE: UA - News): 'I know the stock is up a lot ... but you know what? I am sticking by it.'Crocs (NasdaqGS: CROX - News)Texas Instruments (NYSE: TXN - News): 'I'd rather see you in Texas.'Analog Devices (NYSE: ADI - News)Intel (NasdaqGS: INTC - News): ' ... and more important, I would rather see you in Intel.'Consolidated Edison (NYSE: ED - News)Deere (NYSE: DE - News)Agrium (NYSE: AGU - News)Monsanto (NYSE: MON - News)Seaspan (NYSE: SSW - News)Eagle Bulk Shipping (NasdaqGS: EGLE - News)General Maritime (NYSE: GMR - News)Integrys Energy (NYSE: TEG - News): 'High-quality electricity and natural gas distributor with a 5% yield ... That one I particularly like.'NYSE Euronext (NYSE: NYX - News): 'The estimates are too low. The volume's been great. ... That's why I like the New York Stock Exhange.'Air Products & Chemical (NYSE: APD - News)
Bearish calls:
Atmel (NasdaqGS: ATML - News)Hansen Natural (NasdaqGS: HANS - News): 'I have to give it a Don'tBuy, because I can't figure out why it was up today.'Terra Nitrogen (NYSE: TNH - News): 'I'd rather see you in Deere or Agrium or don't forget Monsanto. Those are better.'American Electric (NYSE: AEP - News): 'I think it's a well-run company, but I've got ConEd.'Akamai (NasdaqGS: AKAM - News)GrafTech (NYSE: GTI - News): ' ... At $14, it's too high for me. I'm going to tell you not to buy it.'
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Labels: ADI, AGU, APD, ATML, CROX, DE, ED, EGLE, GMR, HANS, INTC, Jim Cramer, Lightning Round, MON, NYX, SSW, TEG, TXN, UA

Anadarko Petroleum (NYSE: APC): 'I like APC. They loaded the boat up with properties. They still have to pay down some things.'XTO Energy (NYSE: XTO): 'I think APC is good, but I think that XTO rocks the boat, and will beat APC - in the long term race - to $100.'URS (NYSE: URS): 'They finally did something. They bought Washington Group. They got it cheaply, and the stock is, at last, on the move ... Buy, buy, buy! ... Washington is historically not a great operator. But at least there is a pulse at URS.'Level 3 Communications (NasdaqGS: LVLT): 'LVLT is going to sink or swim on the fundies. I think the fundies are good. I want to back up the truck in the mid $5s... 'Olin (NYSE: OLN): ' OLN did not buy Pioneer, they stole Pioneer! ... OLN's on the move... They suddenly have religion. Buy, buy, buy!'Carmike Cinemas (CKE): 'This is the one to play. I would sell the others and buy that one, and that's new information from me.'General Maritime (NYSE: GMR): 'Peter Georgiopolous, CEO and founder of GMR is the guy we back... He spent a lot of money buying back stock. He's got the safest yield. That's who we're going with.'Edison International (NYSE: EIX): 'EIX is one of the great... The utilities had an unbelievable bull market, but that's just one of the effects of the utilities... they're reorganized, they're terrific.'Consolidated Edison (NYSE: ED)Dominion (NYSE: D)Cisco (NasdaqGS: CSCO): 'This is a stock that is growing at 15% that has a 20x multiple ... It just didn't say the right things on the conference call ... Let's buy some CSCO here.'Toyota Motor (NYSE: TM): 'The only stock I'm recommending over there [Japanese Market] is Toyota Motor, and even that's stalledthat's stalled. Although I do like that, and I own it for my charitable trust, and I continue to buy that stock.'Vodafone (NYSE: VOD): 'I'm going to send you to Vodafone after that beautiful quarter. VOD's got growth.'Wal-Mart (NYSE: WMT ): 'You know I'm a backer of WMT down here... Good article about China and WMT in The Wall Street Journal.'Bearish calls:Stratasys (NasdaqGS: SSYS): 'Computer-aided design and automation for semiconductors. No thank you. I want you to take your money and run there. Sell, sell, sell!'Ultra Clean Holdings (NasdaqGS: UCTT): 'No ... if the semiconductor capital equipment business is in bear market mode, I don't want to touch it.'DivX (NasdaqGM: DIVX): 'We are not going back to DIVX. Sell, sell, sell! 'American Eagle Outfitters (NYSE: AEO): 'AEO is too hard for me, my friend ... I am strictly going to put it in the 'don't buy' category.'Cinemark (NYSE: CNK - News)Regal Entertainment (NYSE: RGC)Nippon Telegraph & Telephone (NYSE: NTT): 'I don't like the Japanese market at all... NTT does not have growth.'
Published by SeekingAlpha

Labels: AEO, CNK, CSCO, DIVX, ED, EIX, GMR, Jim Cramer, Lightning Round, LVLT, Mad Money, OLN, RGC, SSYS, TM, UCTT, URS, VOD, WMT, XTO

IntercontinentalExchange (NYSE: ICE - News): 'It is killing the shorts that stock. ... That stock is a fave along with CME and CBOT Holdings. This group is fantastic ... raising margin, raising price."Chicago Mercantile Exchange (NYSE: CME - News)CBOT Holdings (NYSE: BOT - News):' This group is fantastic ... raising margin, raising price.'Ciena (NasdaqGS: CIEN)Tellabs (NasdaqGS: TLAB)Progressive (NYSE: PGR - News): 'One of the highest-quality insurers in the world.'Prudential (NYSE: PRU - News): ' ... are the ultimate insurers in this country.'MetLife (NYSE: MET - News)United Online (NasdaqGS: UNTD): 'This company yields 5%. It's got momentum. It's doing well. ... United Online, you get a thumb up.'Sears (NasdaqGS: SHLD): 'The stock was down badly today. I know people want me to run, they want me to hide ... I'm not selling a share. ... I am a believer.'American Capital (NasdaqGS: ACAS): 'Eight percent yields ... consistently pilloried by the bears. ... I see 8% growth, sells at 13 times earnings; I see a stock that's going higher.'Public Service Enterprise (NYSE: PEG - News): 'Off of my electric bill alone, I would buy these guys.'Exelon (NYSE: EXC - News)Duke Energy (NYSE: DUK - News)Consolidated Edison (NYSE: ED - News)Energy Metals (NYSEArca: EMU): 'Been marking time. ... very speculative stock ... I think there's more upside.'Hewlett-Packard (NYSE: HPQ - News): 'The only tech stock that we're really behind right now is Hewlett-Packard.'Bank of New York (NYSE: BK - News)Amgen (NasdaqGS: AMGN)
Bearish calls:
IPG Photonics (NasdaqGM: IPGP): 'All this stuff that goes into the big telecommunications world has turned very cold for me.'FoxHollow Technologies (NasdaqGS: FOXH): 'They gave away the upside when they made that deal with Merck .'Atmel (NasdaqGS: ATML): ' ... don't think there's any upside there.'
Published by SeekingAlpa

Labels: ACAS, AMGN, BKC, BOT, CME, DUK, ED, EXC, HPQ, ICE, Jim Cramer, Lightning Round, MET, PEG, PGR, PRU, SHLD, UNTD

Bullish calls:
Consolidated Edison (NYSE: ED - News): 'If you're going to go that route, I'd rather see you do ED.'WellPoint (NYSE: WLP - News)Celgene (NasdaqGS: CELG)Gilead Sciences (NasdaqGS: GILD)Genzyme (NasdaqGS: GENZ)Abbott Labs (NYSE: ABT - News): 'ABT has accelerated growth... because they got the best part of the Guidant deal... because they've got a couple of drugs that I think are still expanding... 'Marshall & Ilsley (NYSE: MI - News): 'I like what they did yesterday, very much... It split off its processing business ... MI is committed to be able to bring out value, even at a time when a lot of regional banks are not to be owned. I salute that management for being probably the only company in that whole industry that I think recognizes that you've got to do more than just play the yield curve, because they haven't done well. That's a good stock.'Dendreon (NasdaqGM: DNDN): 'I think DNDN has now had a major move ... I don't think it's done ... That is a very speculative stock though. It is not for those who want to buy it as a drug company ... Which is why I have not gone out with it on my show.'Starwood Hotels (NYSE: HOT - News): 'Steve Hayer must be a guy that nobody could work with, because, boy, he is an unbelievable turnaround guy... They just left him in the dust. The rumor is that they're going to be for sale. The stock could go to $90 if it's for sale ... I want to own HOT... I think that's a great selection.'
Bearish calls:
DTE Energy (NYSE: DTE - News): 'You're too conservative ... I want more growth than that stock can give you.'Eli Lilly (NYSE: LLY - News): 'This is a tough, tough, tough call, because LLY is very well-run, and it's done unbelievable work in the mental health business. The problem with LLY - and this is a problem I see with much of big pharma - it does not have the growth that I want ... I salute the management, but I don't want to buy the company.'MedImmune (NasdaqGS: MEDI): 'I think they're misguided. I do believe that this company should be sold to other people who can do a better job. They have great drugs. They have not succeeded in marketing them.'
Published by SeekingAlpha

Labels: ABT, DNDN, DTE, ED, GILD, HOT, Jim Cramer, Lightning Round, LLY, Mad Money, MEDI, MI, WLP

Hot IPO: AeroVironment
Cramer says a good way to make money fast is by picking up the next hot IPO which he identifies as AeroVironment, an umanned surveillance aircraft company which is supposed to go public in the next week and to trade under the symbol AVAV. The Pentagon has been "pouring money" into this company whose products have been combat-tested and can be used for border patrol and to reduce casualties during wartime. While AeroVironment has some competition, it is the only company to produce a spy plane that weighs less than a pound. Cramer told viewers not to worry about the effect the Democratic Congress may have on this company, because it has "deep military contracts." Cramer suggests picking up the stock under $20, and discretionary buying until $25, which is a good sell price.
Playing it Safe: Consolidated Edison (NYSE: ED - News) and Southern Co. (NYSE: SO - News)
For conservative investors who want consistency for retirement savings, Cramer suggested ED and SO as bond-replacement stocks. These stocks have high dividends and low risk and can yield the same income as bonds, but with some upside potential. He also recommended these stocks over bonds because their dividends are not taxed as heavily as bond income.
Related: Geff Considine discusses ED and a low-risk portfolio.
All Ears: Texas Instruments (NYSE: TXN - News), Coach (NYSE: COH - News), United Technologies (NYSE: UTX - News), Norfolk Southern (NYSE: NSC - News), F-5 Netw0rks (NASDAQ: FFIV - News), AT & T (NYSE: T - News), Legg Mason (NYSE: LM - News), Microsoft (NASDAQ: MSFT - News)
Next week will be one of those weeks during which it will be hard to make money because there will be so many companies reporting there earnings, so Cramer suggested not acting but listening to conference calls. On Monday, Cramer would pay attention to TXN which is the "crystal ball into the world of technology." Although a good quarter might reverse the tech slump, Cramer doubts that it will. Coach's call on Tuesday will give insight into the world of high-end, luxury stocks, and Cramer also suggested checking out UTX's statements. On Wednesday, Cramer would listen to NSC and to FFIV for information about high-growth, high-multiple stocks. Cramer calls AT &T a "terrific company" and on Thursday's call, he would listen to what they have to say about wireless and cost synergies with the closing of their Bell South deal. On Thursday, Cramer is interested to find out if Legg Mason has gotten its act together after the lack of integration of funds they acquired from Smith Barney, and to see what MSFT, one of tech's few sole survivors, has to say about XBox 360, Zune and Vista.
CEO Interview: Steve Ells, Chipotle Mexican Grill (NYSE: CMG - News):
When Cramer asked Steve Ells if CMG could continue its "fabulous" performance, Ells commented that "customers are going crazy" for the restaurants because of their food, service and atmosphere. "We are opening up 95 to 105 new stores because we find great real estate and managers for that number." Responding to Cramer's question about rising food costs, Ells said that he doesn't see an immediate effect; "we're going to keep our eyes on it."
Related: Andrew Corn calls CMG "A distinguished spin-off with great potential."

Labels: CMG, COH, ED, FFIV, Jim Cramer, LM, Mad Money, MSFT, NSC, SO, T, TXN, UTX