Jim Cramer's Mad Money Review

This site is dedicated towards tracking Jim Cramer's stock picks on his TV show Mad Money. Read about and discuss Jim Cramer's ability to move markets. Be ahead of the stock market. Get the news before its news.

Tuesday, September 18, 2007

Jim Cramer's Mad Money Lightning Round Sept. 17th

Bullish calls:
CME Group (CME): "The stock has been marking time. ... I think when we see the quarter it's going to be a rally like you wouldnt believe ... I say buy one share. ... It's a coiled spring." EMC (EMC): "We are looking at six months before EMC fully reflects the price of VMware." Parker-Hannifin (PH): "A remarkable company ... businesses are spread out. When it got to 80, I said it could go to 120. I reiterate that's where it's going." Union Pacific (UNP): "I like the rails ... and I'm going to send you to Union Pacific." Burlington Northern Santa Fe (BNI) Texas Instruments (TXN):" … is a monster good company to own at this point in the cycle." Nokia (NOK): Freeport-McMoRan (FCX): "I'm sending you to FCX." Goodyear Tire (GT): "I like the other side of the trade. I like the oil stocks." Rosetta Resources (ROSE): "Too cheap ... knocked down on litigation. Pull the trigger Rosetta." Crocs(CROX) Sirius Satellite Radio (SIRI)
Neutral calls:
Sears Holdings (SHLD): "Until we fix the housing morass, you're not going to make a lot of money in Sears. I'm in a holding pattern with Sears."
Bearish calls:
Delta Air Lines (DAL): "I don't want to own any airline here. I am a believer that oil is not done going up." Warner (TWX)
Comcast (CMCSA) Charter Communications (CHTR)
Published by SeekingAlpha

Labels: , , , , , , , , , , , , , , , , , ,

Jim Cramer's Mad Money Lighting Round Sept. 17th

Bullish Calls:
CME Group (CME): Cramer referred to CME as a "coiled spring" that will go up after it announces earnings. EMC (EMC): EMC's stock price isn't reflecting the value of VMware (VMW), but Cramer thinks it will in about 6 months. Cramer thinks Freeport-McMoRan (FCX) is the best stock in the copper sector. Parker-Hannifin (PH): Cramer thinks this stock is a winner. Burlington Northern (BNI): Cramer likes the rail sector, but he thinks Union Pacific (UNP) is a better play than BNI. Texas Instruments (TXN): Cramer thinks this is a good company to own. Goodyear Tire (GT): Cramer likes this better than Michelin, but he would rather be in oil service plays rather than oil consumers. Rosetta Resources (ROSE): Cramer says to "pull the trigger." Sears Holdings (SHLD): Cramer says to hold it if you already own the stock, and to stay away if you are thinking about buying.
Bearish Calls:
Delta (DAL): Cramer said, "I don't want to own any airline here," because he thinks oil is going higher. Alpha Natural Resources (ANR): Cramer is staying away from the coal sector until new carbon dioxide regulations are passed. Cramer says stay away from Peru Copper (CUP).

Labels: , , , , , , , , , , , , , , , ,

Thursday, August 23, 2007

Jim Cramer's Mad Money Lightning Round Aug. 22

Crocs (NasdaqGS: CROX - News): ' ... is stalled right here. I saw it go down a little. Understand: The short position remains huge ... When we have four major analysts covering it, only then will I say Don'tBuy.'Yamana Gold (NYSE: AUY - News): ' ... it is the only growth gold stock out there. It is making an incredible amount of money. ... It also produces copper at the same time.'Precision Castparts (NYSE: PCP - News): 'The bull market in aerospace and defense is back. Precision Castparts had a better quarter than almost every other supplier to the major airline companies.'Goodyear Tire (NYSE: GT - News): '... has had a major pullback ... Goodyear Tire is one of those companies ... best of breed. I think I like the stock up to the $32, $33 level.'InterContinental Exchange (NYSE: ICE - News): 'I like derivatives. I like commodies trading. ICE is good.'CME Group (NYSE: CME - News)NYMEX Holdings (NYSE: NMX - News): 'I am hopeful that the Nymex merges with the New York Stock Exchange. It would be a terrific deal.'NYSE Euronext (NYSE: NYX - News):'The only one of those that's done really badly is New York Stock Exchange, but I'm stickin' with it.'Vector Group (NYSE: VGR - News):Amazon.com (NasdaqGS: AMZN - News)Apple (NasdaqGS: AAPL - News)Google (NasdaqGS: GOOG - News)Research In Motion (NasdaqGS: RIMM - News)Reynolds American (NYSE: RAI - News)Altria (NYSE: MO - News): ' ... those dividends are for me, and that's why I stick with tobacco.'
Bearish calls:
CyberSource (NasdaqGM: CYBS - News)True Religion Apparel (NasdaqGM: TRLG - News): ' ... gotta tell you. I don't know if that swimwear line can move the needle. ... This group is very hard.'Superior Offshore (NasdaqGM: DEEP - News): 'Worst oil-service stock I have ever seen. I mean, it's unbelievable. ... This stock feels almost cursed. ... I can't abandon it at $10... Wait until the end of the month ...'

Published by SeekingAlpha

Labels: , , , , , , , , , , , , , , , , , , ,

Monday, August 20, 2007

Jim Cramer's Mad Money Lightning Round Aug. 17th

Bullish calls:
Honeywell (NYSE: HON - News): [CEO Dave Cote} '... is just the master of Honeywell. He's buying back stock hand over fist. He's doing a great job. ... Honeywell is absolutely a Triple Buy.'UBS (NYSE: UBS - News): 'Has been spindled, mutilated, crushed, whipped, and you know what? It's a great franchise, and it's going to come back. ... The stock is way, way off its 52-week high. ... Let's pull the trigger if we can around here and buy some UBS. ... It's going to start rallying.'Caterpillar (NYSE: CAT - News): ' ... is now down ... 16 straight points.'The Travelers (NYSE: TRV - News): 'I've got to send you to Travelers. I know that they've got great cash flow, and they take advantage of the absolute chaos.'Ingersoll-Rand (NYSE: IR - News): 'Warren Buffet has been buying this stock almost as aggressively as the company has itself ... is a buy.'Ametek (NYSE: AME - News): 'Precision instruments is a good business. ... I like Ametek.'American International Group (NYSE: AIG - News) ' I think that AIG may be a better bet now that the Fed has blinked.'Goodyear Tire (NYSE: GT - News): 'They did the restructuring, and the stock has been knocked down like every industrial company has ... I think you've got to stick with Goodyear.'US Bancorp (NYSE: USB - News): 'I think Warren Buffet has just bought a ton of USB. Very little exposure to the mortgage market. ... US Bankcorp is fine with me. I would stick with US Bancorp.'
Bearish calls:
Dynamic Materials (NasdaqGS: BOOM - News): 'It has been a stalled stock. Metal-working, welding -- you need a stronger economy for it. ... Don'tBuy Don'tBuy. I say be careful.'Life Partners (NasdaqGM: LPHI - News): 'I frankly don't understand what part of the life insurance business they're really in. ... That's a hard business to understand.'
Published by SeekingAlpha

Labels: , , , , , , , , , , , ,

Thursday, March 08, 2007

Jim Cramer's Mad Money Review Mar. 7

Jim Cramer, Mad Money, MHS, GT, CMX, ESRX, FSLR, PAY
Aiming High: Medco Health Solutions (NYSE: MHS - News), Goodyear Tire (NYSE: GT - News), Express Scripts (NasdaqGS: ESRX) and Caremark (NYSE: CMX - News)
Every day, top performing stocks appear on the New High List; these "are proven winners with real money behind them," Cramer said. He identified the strong sectors on the High List as pharmacy benefit mangers and tire companies: "these sectors will perform even after a truly horrific onslaught." Within these categories, he zeroed in on the "best of breed" companies: MHS and GT. Cramer commented MHS has had solid performance and a "monster amount of cash flow." GT has created savings by cutting benefits and pensions and has low raw costs. "I would buy now and hope for a pullback to buy more," he said. On a side note, Cramer thinks ESRX will go up regardless of whether or not it buys CMX, because an acquisition would mean a virtual oligopoly and if it doesn't spend the cash on CMX, ESRX will do a "gigundo" buyback.

Rubble Stock: First Solar (NasdaqGM: FSLR)
Another stock Cramer believes should be rescued from the rubble of last week's debacle is FSLR, not only because it produces more energy for less money than its rivals, but it also reported a "blowout, better-than-expected" quarter, is protected against downside with an upside not reflected in its cost, especially since it was hammered during the selloff. In addition, he commented the stock has high margins at 40%, low raw costs and low estimates.

CEO Interview: Douglas Bergeron, VeriFone (NYSE: PAY - News)
Douglas Bergeron declared "We hit records on every line item in the financial statements," noting a growth of 61%, 60% of which came from international sales. "We, like Mastercard, are the true, blossoming, middle-class international play." He also discussed the recent deal which will allow Verifone to equip taxis in Philadelphia with wireless payment technology and full-screen navigation software. Since the company has also set its sights on New York City, Cramer would pull the trigger and buy some PAY.

Published By SeekingAlpha

Labels: , , , , , , ,