Jim Cramer's Mad Money Review

Bullish calls:
Penwest Pharmaceuticals (NasdaqGM: PPCO - News): ' ... had no idea that stock had fallen all the way to $12. They have got some great technology ... that's a good spec there. Remember, it is just a speculation though ... they're losing big money and they don't have a lot of revenues either.'Gildan Activewear (NYSE: GIL - News): ' ... it is a momentum name ... But, understand. Even though it's cheap on a multiple basis, it's had a big run. Maybe you buy a little, and then you wait for a little pullback.'GOL Linhas Areas Inteligentes (NYSE: GOL - News): ' ... they stole Varig. It's a Brazilian airline. It's up $4 since we mentioned it at $28-29. That's not enough. The stock's going to $40. $33... pick up $7. That's what I like!'Chesapeake Energy (NYSE: CHK - News): 'Natural gas is back! ... Aubrey McClennan [CEO] is one of the best. I am saying that CHK goes higher!'Fannie Mae (NYSE: FNM - News): 'Now here is a stock I haven't talked about enough ... When the sub-prime loan market went kerplooey... FNM ... decided to buy $20 billion worth of liquidity ... FNM is not expensive, until it gets to $80 a share, and it's at $64.'Celgene (NasdaqGS: CELG - News): ' ... dramatically undervalued on the Revlamid news from the weekend,'Gilead Sciences (NasdaqGS: GILD - News)Fuel Tech (NasdaqGM: FTEK - News): ' ... I thought there was more than a 20% gain there, so I can't tell you to take some off, when I told you there was more to gain ... I'm not bailing. You shouldn't either.'Herbalife (NYSE: HLF - News): 'I became convinced that that company is not just a fly-by-night supplement company, but a company that really has a wellness principle.'Crocs (NasdaqGS: CROX - News) ' I think that CROX is a company that you can own until everyone has decided that every analyst and his brother has recommended.'Genesis Lease (NYSE: GLS - News): 'If you need to be in bundled aircraft, it's Genesis Leasing.'Boeing (NYSE: BA - News): 'If you've got to be in aerospace, it's Boeing.'Tesco (NasdaqGS: TESO - News): 'I have been working like a bow-wow to try to figure out when do we decide to get off the oil service game... and the answer is not yet. This group is still cheap!'Halliburton (NYSE: HAL - News)Input/Output (NYSE: IO - News): 'Seismic data. You know I like that very much. I think IO has been slighted by Mad Money.'Trinity Industries (NYSE: TRN - News): ' ... it's still so darn cheap, I don't think it can hurt you. ... We're under-railcarred in this country.'Marathon Oil (NYSE: MRO - News): 'MRO - even at $128 - is still cheap! Unbelievable! I'm pulling the trigger here for half the position, and then let it come in.'Haynes International (NasdaqGM: HAYN - News): 'I'm staying long it. We liked it 20 points below this.'Merit Medical Systems (NasdaqGS: MMSI - News): 'I'll buy that one too.'Cepheid (NasdaqGM: CPHD - News)Dynegy (NYSE: DYN - News): 'Oh man, down here at $9.50. C'mon let's pull the trigger. Bruce Williamson, CEO. Best in show.'
Bearish calls:
AirTran Holdings (NYSE: AAI - News): 'No can do. I'm only using one airline right now, particularly with oil going up...and that is GOL Linhas.'Mylan Laboratories (NYSE: MYL - News): 'No, can't go there... I think these generic guys have never made me a lot of money.'Usana Health Sciences (NasdaqGS: USNA - News): 'too high risk for me.'JetBlue Airways (NasdaqGS: JBLU - News): 'No! Sell, sell, sell! Another airline that's problematic.'
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Labels: BA, CELG, CHK, CROX, FNM, FTEK, GIL, GILD, GLS, GOL, HAL, HAYN, HLF, Jim Cramer, Lightning Round, MMSI, MRO, PPCO, TESO, TRN

The Nightmare is Over: Boeing (NYSE: BA - News), United Technologies (NYSE: UTX - News), Deere (NYSE: DE - News), Ingersoll-Rand (NYSE: IR - News), Freeport-McMoRan (NYSE: FCX - News), Caterpillar (NYSE: CAT - News)
"The crisis - our short national nightmare - is over!" announced Cramer, reminding viewers of his prediction that the Fed would blink and cut rates. He felt that the removal of the line about "additional firming" from the Fed statement was responsible for the rally in the market on Wednesday and says the final third of the market, comprised of minerals, is hitting bottom. Cramer would aggressively buy cyclical stocks right now and named BA, UTX, DE, IR, FCX and CAT.
Gentlemen Prefer Haynes International (NasdaqGM: HAYN)
Cramer notes Haynes brought a secondary offering to the market, will be able to clean up its balance sheet and start moving. HAYN is a high-performance metals company, and is the cheapest member of the "red hot sizzling club" which includes Titanium Metals and RTI. Haynes is a fresh stock for analysts who are starved for a new name, said Cramer; "The demand for its product is only exceeded by the demand for its stock!"
Sugar-Free Danish: Novo Nordisk (NYSE: NVO - News)
Defensive stocks were performing "fabulously" on Wednesday, and Cramer would keep an eye on drug stocks, but not the American names. Cramer likes Danish company NVO which has 50% of the international market in diabetes treatment. NVO has "some of the best" insulin products, is selling human insulin inexpensively, has patent-protection and is not hampered by competition from generics. Cramer predicts the stock will move from $88.71 to $100.
Shopping for Wal-Mart (NYSE: WMT - News) with stocks Sears Holdings (NasdaqGS: SHLD), JC Penney (NYSE: JCP - News), Kohl's (NYSE: KSS - News)
On Tuesday, a University of Texas student made the bullish case for Wal-Mart because of new store design in Plano Texas. Cramer gave his response on Wednesday, and said he is bothered by the fact that Wal-Mart is a stock analysts claim to hate, yet 16 out of 28 still like it. Cramer doesn't see the company remodeling stores aggressively, and while he admits WMT is cheap on a price-to-earnings basis, he can't accept the fact that WMT is so well liked and its stores are boring places to shop. However, he promoted WMT from a triple sell to a "don't buy, don't buy!" and recommended other retail stocks: SHLD, JCP, KSS.

Mad Mail: Google (NasdaqGS: GOOG), Nastech Pharmaceuticals (NasdaqGM: NSTK), Wendy's (NYSE: WEN - News), Tim Horton's (NYSE: THI - News), McDonald's (NYSE: MCD - News), Chipotle Mexican Grill (NYSE: CMG - News)
Concerning Google, Cramer thinks its YouTube acquisition, far from being a sign of overexpansion, was “brilliant" and if it weren't for the Viacom lawsuit, the stock would be sitting at $470 or $480. Cramer would stay with NSTK at $10, noting it is the only company working on autism. When a caller asked about WEN and THI, Cramer suggested selling both and picking up MCD and especially CMG.
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Labels: BA, CAT, CMG, DE, FCX, HAYN, IR, JCP, Jim Cramer, KSS, Mad Money, MCD, NVO, THI, UTX, WEN, WMT