Jim Cramer's Mad Money Review

Bullish
Herbalife (HLF),
Vodafone (VOD),
Verizon (VZ),
AT&T (T),
Colgate-Palmolive (CL),
PepsiCo (PEP),
Coca-Cola (KO),
Strayer Education (STRA),
ITT Educational Services (ESI),
Annaly Capital Management (NLY),
Mettler-Toledo (MTD),
Rogers Communications (RCI),
Shaw Group (SGR),
Foster Wheeler (FWLT),
Onyx Pharmaceuticals (ONXX),
Genentech (DNA),
Celgene (CELG)
GameStop (GME).

Bearish
DryShips (DRYS),
USANA Health Sciences (USNA),
Starent Networks (STAR),
Wynn Resorts (WYNN),
ISIS Pharmaceuticals (ISIS),
Ctrip.com (CTRP),
Walter Industries (WLT)
Take-Two Interactive (TTWO)

Labels: ATT. T, CL, esi, HLF, Jim Cramer, KO, Mad Money Lightning Round, mtd, NLY, PEP, rci, stra, VOD, VZ

Wednesday's show began with Cramer discussing who he thinks is to blame for the 361 point drop on the Dow. His answers were Supermodel Gisele Bundchen and New York Attorney General Andrew Cuomo. Gisele recently announced that she doesn't want to be paid in dollars any more since it is weak, and then a Chinese official followed up with a statement this morning that they might sell some of their dollar reserves. Cramer doesn't think that this announcement from China is true. Cuomo then announced that he will probe Washington Mutual to see if they forced appraisers to inflate their estimates so they could make loans. Cramer believes that this will scare mortgage lenders and make them require higher down payments, which is the last thing the lenders need.

Cramer then went to the phonelines. The first caller asked about hedging the dollar by investing in international mutual funds, and Cramer said he thinks 20% of your portfolio should be foreign. The second caller asked about Nasdaq (NADQ), and Cramer thinks that CME (CME) and NYSE-Euronext (NYX) are better plays on the increased volatility in the market, but said that he likes Nasdaq as well.

The CEO of NRG Energy (NRG) was on the show since Cramer thinks that nuclear energy is the cleanest way to generate electricity. They talked about the company’s plans for nuclear plants, as well as their other coal based plants.

Cramer came back from the lightning round and talked with Herbalife (HLF) CEO Michael Johnson about the outstanding quarter they just reported as well as allegations of unethical behavior at the company. Johnson said that they do not believe they are guilty of any wrongdoing, and that they will investigate and correct any issues they find. He then talked about their international growth and new sales plans they have.

Cramer then did a follow up on Nastech Pharmaceutical (NSTK), a recommendation he made last week. The stock was down $5 today because Proctor & Gamble (PG) terminated an agreement with them, and Cramer had the CEO, Stephen Quay, on the show to explain why people should not sell the stock. Quay said that they will do a new trial soon and expect to find a new partner after that. Cramer said that you should hold onto it now if you already bought it, but said he will take the blame for a screw-up on this one.

Labels: CME, CNBC, HLF, Jim Cramer, Mad Money, Mad MOney Recap, nadq, NRG, NYX

Align Technology (ALGN): Cramer began his show with a review of a stock that fits into his opinion that vanity plays are good investments. Align makes Invisalign invisible braces. Cramer thinks that the stock will continue to grow, and that it could go up to $38 if his analysis is correct.
Jim then went to the phonelines. The first caller asked about Intuitive Surgical (ISRG), and Cramer said that he would "buy it with abandon" if the stock pulls back. The second caller asked about the laser group LCA Vision (LCAV), and Cramer said that he thinks they are too risky, and that he doesn't trust LCAV at all. Third caller asked about NutriSystem (NTRI), and Cramer said that Herbalife (HLF) is the best stock in that sector.
LKQ (LKQX). Cramer thinks that the stock is a buy because it is the number one supplier in the auto parts market, and he likes that it has a secondary offering, but the stock continued to go up over the offering price. Cramer said this is one of the best tells that he looks for when investing.
After the lightning round Cramer talked about the fact that there is a large market for people with hearing loss, and he thinks that Sonic Innovations (SNCI) is in a position to profit. Cramer thinks that there is some risk when investing in this small company, but he thinks that the stock could go up to $13.
Masimo (MASI) CEO Joe Kiani was on the show. Cramer likes the stock because he thinks it can't be hurt by a lagging economy. Cramer said that this is the type of stock that is not affected by a slowing economy.
Sudden Death: The first caller asked about Home Depot (HD), and Cramer said that he likes Lowe's (LOW) better. The next caller asked about Companhia Vale do Rio Doce (RIO), and Cramer said he likes the stock. The next caller asked about Steve Madden (SHOO), and Cramer said that Phillips-Van Heusen (PVH) is a better stock to own. The last caller asked about Nuance Communications (NUAN), and Cramer said no to the stock.

Labels: ALGN, HLF, ISRG, Jim Cramer, LCAV, LKQX, Mad Money, Mad MOney Recap

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

Bullish calls:
Herbalife (HLF): 'I have switched to Herbalife (HLF) and I am much thinner!' US Bancorp (USB): 'at 4.8% yield, USB... I'd pull the trigger right here! I think they're going to own the mortgage market.' Wells Fargo (WFC) Southern Copper (PCU): 'Skee Daddy likes PCU... no doubt about it.' Freeport McMoRan (FCX): ' if you want a cheaper stock that is off more, because the hedge funds kept dumping it all over the place... it is Freeport McMoRan, which is down a quick $15.' Novartis(NVS): 'Novartis is the play.' Cal-Maine Foods (CALM): 'Yeah, that stock is still cheap. And people don't understand... it's like the only egg producer around there.' Kraft Foods (KFT): 'That's the big dairy play that I like very much, and I'm reiterating that everybody's circling around KFT. Irene Rosenfeld's going to sell some brands. That stock goes from $32 to $35.' Dell(DELL):'It reports later this week. I think it's going to have an upside surprise … I think it reports $30 by the year's end.' Coca-Cola Enterprises (CCE) PepsiCo(PEP): 'PEP, at $68, has still got more upside. Great international growth. Frito Lay turned. Brand new sugar-free Gatorade coming, and great ads last night on Sunday Night Football on NBC.' Toll Brothers (TOL): 'I think is going to bottom, ahead of all the other homebuilders - the only area in this whole country with real estate that is not falling off a cliff.' CACI International (CAI) Raytheon (RTN): 'I like Raytheon more than CAI.' Lockheed Martin (LMT): ' … broke out today.' General Dynamics (GD) American Standard (ASD): 'ASD, in the end, is an inexpensive stock. You know I like the management. But it's got a new CEO. It's no longer going to be Fred Poses. I've got to stick by ASD!' Hudson City Bancorp (HCBK)
Bearish calls:
Blackstone Group (BX): 'I think BX is just the quintessential wrong stock to own.' Fortress Group (FIG) Alvarion (ALVR): 'It's an Israeli wireless company. I really like it…. Let it pull back under $10.' NutriSystem (NTRI):' It's controversial, because there's a very big short position … There are some people who think that NTRI's stuff is not that tasty.' Sanofi-Aventis (SNY) CPI (CPY) Pre-Paid Legal Services (PPD)

Published by SeekingAlpha

Labels: ASD, CALM, CCE, Dell, FCX, GD, HCBK, HLF, Jim Cramer, KFT, Lightning Round, LMT, NVS, PCU, PEP, RTN, TOL, USB, WFC

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.'
Published by SeekingAlpha

Labels: BA, CELG, CHK, CROX, FNM, FTEK, GIL, GILD, GLS, GOL, HAL, HAYN, HLF, Jim Cramer, Lightning Round, MMSI, MRO, PPCO, TESO, TRN

It's For Real: Herbalife (NYSE: HLF - News)
Cramer regrets having been negative on HLF, which he says is not a typical multi-level marketing scheme and deserves his respect. The company's first quarter earnings were better than expected and delivered in-line, beatable guidance for the second quarter. HLF was granted permission to market its product in two Chinese provinces, has a high-margin business model and "enormous" cash flow. In addition, HLF's $300 million buyback has been approved, and it has a new 2% dividend. The fact that HLF sells at 10% less than its rivals does not make sense to Cramer, who says that situation will not last. Cramer declares HLF is a triple buy, but would not make a move until after the open, because the price higher early.
The Next Foster Wheeler (NasdaqGS: FWLT), with AECOM Technology (NYSE: ACM - News)
FWLT went up beyond Cramer's wildest expectations and now he feels it is time to pick "another Foster Wheeler." Because the tape was "miserable on Friday" the day of its IPO, the stock opened way below the $25 level which Cramer thinks it would be trading now. He considers this low start as an opportunity to buy. ACM has many important contracts, including a rapid transit system at the World Trade Center and plans for the 2012 London Olympics. Cramer says the key metric when it comes to infrastructure is the backlog. Currently, ACM's backlog is up 63%, which means steady sales, according to Cramer. He would buy the stock, but would do some research first.
The "Multiple Expander:" Mark Hurd, CEO of Hewlett-Packard Co. (NYSE: HPQ - News)
Continuing his series on "transformational CEOs," Cramer discussed Mark Hurd, the "multiple expander" of HPQ. Hurd found the company in "total disarray" and helped the stock double in only two years. Recently the company exceeded its earnings estimates and delivered an upside surprise; Cramer gives Hurd the credit.
CEO Interview: Gary Loveman, Harrah's Entertainment (NYSE: HET - News)
Gary Loveman discussed the advantages of going private; management is not distracted on extraneous tasks, but can concentrate on "things that really do build value" in the long term. "The company is being run now to a large degree as if it's private, so I'm living a bit of it now," Loveman said. "It opens up other avenues for value creation." In addition, a company can save and "mature gracefully," whereas if a company is public, it constantly has to worry about the bottom line.
Published by SeekingAlpha

Labels: ACM, FWLT, HET, HLF, HPQ, Jim Cramer, Mad Money

It's For Real: Herbalife (NYSE: HLF - News)
Cramer regrets having been negative on HLF, which he says is not a typical multi-level marketing scheme and deserves his respect. The company's first quarter earnings were better than expected and delivered in-line, beatable guidance for the second quarter. HLF was granted permission to market its product in two Chinese provinces, has a high-margin business model and "enormous" cash flow. In addition, HLF's $300 million buyback has been approved, and it has a new 2% dividend. The fact that HLF sells at 10% less than its rivals does not make sense to Cramer, who says that situation will not last. Cramer declares HLF is a triple buy, but would not make a move until after the open, because the price higher early.
The Next Foster Wheeler (NasdaqGS: FWLT), with AECOM Technology (NYSE: ACM - News)
FWLT went up beyond Cramer's wildest expectations and now he feels it is time to pick "another Foster Wheeler." Because the tape was "miserable on Friday" the day of its IPO, the stock opened way below the $25 level which Cramer thinks it would be trading now. He considers this low start as an opportunity to buy. ACM has many important contracts, including a rapid transit system at the World Trade Center and plans for the 2012 London Olympics. Cramer says the key metric when it comes to infrastructure is the backlog. Currently, ACM's backlog is up 63%, which means steady sales, according to Cramer. He would buy the stock, but would do some research first.
The "Multiple Expander:" Mark Hurd, CEO of Hewlett-Packard Co. (NYSE: HPQ - News)
Continuing his series on "transformational CEOs," Cramer discussed Mark Hurd, the "multiple expander" of HPQ. Hurd found the company in "total disarray" and helped the stock double in only two years. Recently the company exceeded its earnings estimates and delivered an upside surprise; Cramer gives Hurd the credit.

Labels: ACM, HLF, HPQ, Jim Cramer, Mad Money

Wall Street was narrowly mixed Monday as lingering concerns about the economy offset better-than-expected sales from Wal-Mart Stores Inc. and a flurry of acquisition activity.
Dow Jones industrial Wal-Mart rose after the world's largest retailer said it expected January same-store sales to rise 2.2 percent. Tempering the gain was its projection that sales performance is on track to deliver the lowest growth rate in more than 25 years.
Meanwhile, Wall Street absorbed news of a spate of acquisition and private equity deals -- the largest amount since the start of the year. Triad Hospitals Inc. and Herbalife Ltd. received offers from private equity funds, while State Street Corp. agreed to buy Investors Financial Services Corp.
Investors had little reaction to new data that suggests continued economic growth, which could disrupt the Federal Reserve's plans to ease the economy this year. The Institute of Supply Management's non-manufacturing index, which covers the service sector, increased more than analysts were forecasting.
The market ended mixed Friday after a weaker-than-expected employment report curbed investors' bullish sentiment following three days of straight gains. Also squeezing stocks was continued strength in oil prices, which flirted with $60 per gallon as a cold snap hit the Northeast.
"We're just going to have a topsy-turvy market until investors figure out which direction to take," said Todd Leone, managing director of equity trading for Cowen & Co. "We're seeing some buying come back into the market because there still is a lot of money on the sidelines. And, all these deals announced are really helping the market out."
In late morning trading, the Dow rose 6.65, or 0.05 percent, to 12,646.84.
Broader stock indicators fell. The Standard & Poor's 500 index was down 1.44, or 0.10 percent, at 1,446.95, and the Nasdaq composite index fell 3.09, or 0.12 percent, to 2,472.79.
Treasuries largely shrugged off the ISM numbers. Bonds rose, with the yield on the benchmark 10-year Treasury note down to 4.80 percent from 4.82 percent late Friday.
A barrel of light sweet crude rose 63 cents to 59.62 on the New York Mercantile Exchange. The dollar was mixed against other major currencies, while gold prices up.
Wal-Mart rose 58 cents to $48.66 after it announced same-store sales topped its prior forecast for a 1 percent to 2 percent gain. The retailer said colder temperatures in January drove sales of seasonal items.
Triad Hospitals agreed to go private in a $4.7 billion deal from affiliates of CCMP Capital Advisors and Goldman Sachs affiliate GS Capital Partners. Shares surged $6.61, or 15.3 percent, to $49.88.
Nutritional supplement maker Herbalife said it received an acquisition proposal from private investment fund Whitney V LP that values the company at about $2.7 billion. The company said it is reviewing the offer, and its shares spiked $7.04, or 21.3 percent, to $40.14.
Billionaire financier Carl Icahn made a $2.43 billion offer for auto parts supplier Lear Corp. Shares jumped $4.34, or 12.5 percent, to $39.01.
State Street shares fell $3.53, or 4.9 percent, to $68.22 after the custody bank said it would buy Investors Financial Services for about $4.5 billion in stock. The deal, which comes as rivals Mellon Financial Corp. and Bank of New York Corp. plan to combine, sent shares of IFS up $13.95, or 29.7 percent, to $60.90.
Advancing issues led decliners by 4 to 3 on the New York Stock Exchange, where volume came to 398 million shares.
The Russell 2000 index of smaller companies was down 1.53, or 0.19 percent, at 807.89. The index surpassed the 800 mark for the first time last week.
Overseas, Japan's Nikkei stock average closed down 1.15 percent. In afternoon trading, Britain's FTSE 100 was up 0.04 percent, Germany's DAX index fell 0.19 percent, and France's CAC-40 was up 0.10 percent.
Published by Joe Bel Bruno, AP Business Writer

Labels: HLF, Hot Stocks, IFIN, LEA, MEL, STT, TRI, WMT

Wall Street was narrowly mixed in early trading Monday as lingering concerns about the economy offset better-than-expected sales from Wal-Mart Stores Inc. and a flurry of acquisition activity.
Dow Jones industrial Wal-Mart rose after the world's largest retailer said it expected January same-store sales to rise 2.2 percent. Tempering the gain was its projection that sales performance is on track to deliver the lowest growth rate in more than 25 years.
Meanwhile, Wall Street absorbed news of a spate of acquisition and private equity deals -- the largest amount since the start of the year. Triad Hospitals Inc. and Herbalife Ltd. received offers from private equity funds, while State Street Corp. agreed to buy Investors Financial Services Corp.
Investors also looked for more hints about the economy. The Institute for Supply Management's January non-manufacturing index, which covers the service sector, will be released at 10 a.m. EST. The market was narrowly mixed Friday after a weaker-than-expected employment report curbed investors' bullish sentiment following three days of straight gains.
Oil prices flirted with $60 per gallon as a cold snap hit the Northeast. A barrel of light sweet crude rose 81 cents to 59.83 in premarket trading on the New York Mercantile Exchange.
In the first hour of trading, the Dow fell 1.60, or 0.01 percent, to 12,651.89.
Broader stock indicators also fell. The Standard & Poor's 500 index was down 0.86, or 0.06 percent, to 1,447.53, and the Nasdaq composite index rose 3.76, or 0.15 percent, to 2,479.64.
Bonds rose, with the yield on the benchmark 10-year Treasury note down to 4.81 percent from 4.82 percent late Friday. The dollar was mixed against other major currencies, while gold prices up.
Wal-Mart shares rose 30 cents to $48.08 after it announced same-store sales topped its prior forecast for a 1 percent to 2 percent gain. The retailer said colder temperatures in January drove sales of seasonal items.
Triad Hospitals agreed to go private in a $4.7 billion deal from affiliates of CCMP Capital Advisors and Goldman Sachs affiliate GS Capital Partners. Shares surged $6.58, or 15.2 percent, to $43.27.
Nutritional supplement maker Herbalife said it received an acquisition proposal from private investment fund Whitney V LP that values the company at about $2.7 billion. The company said it is reviewing the offer, and its shares spiked $6.40, or 19.3 percent, to $39.50.
State Street shares fell $3.60, or 5 percent, to $68.15 after the custody bank said it would buy Investors Financial Services for about $4.5 billion in stock. The deal, which comes as rivals Mellon Financial Corp. and Bank of New York Corp. plan to combine, sent shares of IFS up $14.05, or 29.9 percent, to $61.
The Russell 2000 index of smaller companies was up 0.80, or 0.10 percent, to 810.22.
Overseas, Japan's Nikkei stock average fell 1.15 percent. In afternoon trading, Britain's FTSE 100 was up 0.10 percent, Germany's DAX index fell 0.12 percent, and France's CAC-40 was up 0.13 percent.
Published by Joe Bel Bruno, AP Business Writer

Labels: HLF, Hot Stocks, IFIN, MEL, STT, TRI, WMT