Jim Cramer's Mad Money Review

Bullish calls:
Huron Consulting Group (NasdaqGS: HURN - News): '....at its 52-week high...that one's got the mojo.'Accenture (NYSE: ACN - News): ' I think it's cheaper. I think it's better (than Infosys.)'Infosys Technologies (NasdaqGS: INFY - News): 'I think that that's a good one.'Monster Worldwide (NasdaqGS: MNST - News): 'The major newspaper companies are so hurting and so desperate ... They should pull the trigger, and you should pull the trigger.'Hasbro (NYSE: HAS - News): 'You've got to pull the trigger at Hasbro.'Mattel (NYSE: MAT - News): 'Hasbro and Mattel are cash machines. They make a ton of money. They are consistent growers.'Syneron Medical (NasdaqGS: ELOS - News): 'Everyone gave up on it, and I said stick with it. I truly and genuinely believe that their lasers are superior... I'm sticking with ELOS.'Guidance Software (NasdaqGM: GUID - News): 'We like that here, and I'm not gonna back away from it ... even though it's at $13.'
Bearish calls:
Disney (NYSE: DIS - News): 'They're doing a terrific job ... not exciting enough for this guy, so I'm going to go with some Don'tBuy action.'Charter Communications (NasdaqGM: CHTR - News): ' Now the stock's starting to come back down. ... When it gets to $3.60, $3.70, I'm right back in Charter.'
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Labels: ACN, CHTR, DIS, ELOS, GUID, HAS, HURN, INFY, Jim Cramer, Lightning Round, MAT, MNST

Bullish calls:
Cleveland-Cliffs (NYSE: CLF - News): 'Cheap, cheap, cheap, cheap, cheap! This is an iron pellet company, and there is a worldwide shortage of iron ... I believe that CLF - if it does not get the stock higher - will be purchased by another company - buy buy buy!'Vodafone (NYSE: VOD - News): 'I think the 3% yield, plus the incredible assets it has in Europe yields a buy, and I would buy the stock.'Gilead Sciences (NasdaqGS: GILD)Celgene (NasdaqGS: CELG): 'I've got the CELG at $55.'Genzyme (NasdaqGS: GENZ)Infosys Technologies (NasdaqGS: INFY): 'You know that's one of my favorite outsourcing companies! Now there are a lot of people who won't want to put money in Bangalor... I think those people are short-sighted.'Accenture (NYSE: ACN - News): ' ... you could always do ACN, ahead of next week's quarter, which I think will be good.'Six Flags (NYSE: SIX - News): 'They reported a quarter that everyone said was bad. And did the stock blink an eye? Absolutely not. I am with you. I believe the comparisons will be really easy for SIX. Pull the trigger my friend.'Sun Microsystems (NasdaqGS: SUNW): 'I think SUNW is okay. This is a new position for me. I have historically disliked SUNW... At $6 bucks, I don't know... enough hate is enough. They've got a new CEO. They've got a KKR shareholder. I think there's a lot of ways to win. $1 down, $3 up.'Indevus Pharmaceuticals (NasdaqGM: IDEV): 'I recommended IDEV... and it is still ramping... but it's a little $6 stock, so I'm not going to push it hard here. They've got a lot of compounds... I would take a shot. It's a flyer. It's a speculative name.'Apple (NasdaqGS: AAPL): 'If it's going to $100 and beyond, I don't think $93 is a bad level, but let's do it this way: Let's buy 25 shares, with the hope it comes in so we can get our 100 shares in... I think iPhone is going to be gigantic. 'Amgen (NasdaqGS: AMGN): 'I say buy it here with a minimum risk/reward. Maybe even do it in deep-in-the-money in options.'
Bearish calls:
Boston Scientific (NYSE: BSX - News): ' We pulled the trigger, and told people to sell at $18, and I am not changing my mind. I still don't like BSX, even down here at $15. Sell, sell, sell!'Baidu.com (NasdaqGM: BIDU): 'I can never trust the communist Chinese communists to allow a free-speech internet to be able to prosper... which is why I refuse to endorse BIDU. Don't buy, don't buy.'Pozen (NasdaqGM: POZN): ' Too dicey, ever since they did that migraine game... I've got the CELG at $55. That's better. I like the GILD better too. And let's not forget GENZ!Nokia (NYSE: NOK - News): 'NOK is falling apart.'Motorola (NYSE: MOT - News): 'MOT is competely and utterly just (house of pain)।'
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Labels: ACN, AMGN, BIDU, BSX, CELG, CLF, GENZ, GILD, IDEV, INFY, Jim Cramer, Lightning Round, Mad Money, MOT, NOK, POZN, SIX, SUNW, VOD

Bullish calls:
MGM Mirage (NYSE: MGM - News): '... Look, it's the 2nd-largest casino, it's very well-run, we know that the casino business is consolidating... but we're so worried about China now that the stock's had a pullback... You know what? It's had enough of a pullback. MGM works. I want to own the stock.'Blockbuster (NYSE: BBI - News): ' ... we have recommended - and continue to recommend - BBI as the play, because they're moving aggressively into NFLX's turf, and I think they're doing a great job.'Infosys Technologies (NasdaqGS: INFY): The stock has taken a hit here. Indian outsourcing is a powerful concept that is not going away ... I actually want to buy it here right now. It's ridiculously low. It's earnings are great. Let's put some on our sheets.'IAC/InterActive Corp (NasdaqGS: IACI): ' ... absolutely the biggest buyback I know.'Tyco International (NYSE: TYC - News): The company is worth more than $30 bucks! It's been just biding time ... I think the split-up will bring a lot of value. I think there's 25% upside, but you're going to have to wait for the split-up, because nobody's a believer except you and me.'Texas Roadhouse (NasdaqGS: TXRH): 'I like TXRH more [than SNS].'Sonic (NasdaqGS: SONC): 'I'm going to go with SONC.'Great Plains Energy (NYSE: GXP - News): 'It's got a great wholesale competitive business, it's got a 5% yield. It's hit my radar screen as something to buy. I'm going to encourage you to stay in that.'Apple (NasdaqGS: AAPL): ' Your fine in AAPL. It's meandering. It's biding time. It's making its way toward a great base of $83-87.'Google (NasdaqGS: GOOG): ' GOOG was up $16 yesterday. It's come down a little. It's meandering now ... Below $440, I think it's the price to pull the trigger.'Yahoo! (NasdaqGS: YHOO): 'GOOG is now anointed, along with EBAY, along with YHOO - I think both those stocks make a ton of sense.'eBay (NasdaqGS: EBAY)Bank of America (NYSE: BAC - News): 'I think BAC's incredibly well-run; it's got a big buyback. I think they've renounced the kind of acquisitions that have historically killed the stock.'Cognizant Technology (NasdaqGS: CTSH): 'This is another Indian company, although it's based in Teaneck [NJ] ... It has been a fantastic performer, and it will continue to be so.'Dean Foods (NYSE: DF - News): 'I like DF ahead of what I think is just a terrific buyback that they're doing for their company.'
Bearish calls:
Netflix (NasdaqGS: NFLX)Shutterfly (NasdaqGM: SFLY): 'SFLY's an okay dot-com. It does a little social stuff. I would rather see you in IACI.'Steak n Shake (NYSE: SNS - News): 'SNS is a not-great restaurateur ... I'm giving that a distinctive 'don't buy, don't buy.'First Marblehead (NYSE: FMD - News): 'It's had a big run. I would actually right here say let it go back under $40, before I want to buy it. Don't buy, don't buy.'Melco PBL Entertainment (NasdaqGM: MPEL): ' Macau is so close to China - like it is China - that MPEL - which has got the Chinese casino coming - is worrisome ... I'd rather fess up, be wrong than I would stick with something that I'm worried about.'Cal-Maine Foods (NasdaqGM: CALM): ' Uh, egg company. You know what? Just okay.'

Labels: AAPL, BAC, BBI, CALM, DF, FMD, GOOG, GXP, INFY, Jim Cramer, Lightning Round, Mad Money, MGM, MPEL, SNS, TYC

1.
Las Vegas Sands (LVS) - View IBD Stock Checkup

Composite Rating 99*. Casino and resort operator recently announced the advancement of its Hengqin International Convention and Resort project. Mutual fund ownership has risen to 173 funds from 137 three quarters ago. 3-year EPS growth rate: 111%
2.
Goldman Sachs (GS) - View IBD Stock Checkup

Composite Rating 99. The investment banker is pulling back after recent all-time highs. Its private equity arm recently agreed to buy insurance broker USI Holdings for $993 million. 3-year EPS growth rate: 45%
3.
Infosys Technologies (INFY) - View IBD Stock Checkup

Composite Rating 99. Indian IT services firm’s Q3 earnings jumped 50% to 39 cents a share. Banc of America Securities upgrades stock to buy from neutral. 3-year EPS growth rate: 40%
4.
Wipro Ltd. (WIT) - View IBD Stock Checkup

Composite Rating 99. Indian consulting firm said fiscal third-quarter profit jumped 50% to 12 cents a share. Sales growth rose 49%, the most in eight quarters. 3-year EPS growth rate: 39%
5.
Research In Motion (RIMM) - View IBD Stock Checkup

Composite Rating 98. Mutual fund ownership of the BlackBerry device maker rises to 292 funds from 264 three quarters ago. 3-year EPS growth rate: 115%
6.
Google (GOOG) - View IBD Stock Checkup

Composite Rating 98. Internet search giant will report earnings on Jan. 31. Analysts see profit rising 88% to $2.90 a share. 3-year EPS growth rate: 105%
7.
American Movil (AMX) - View IBD Stock Checkup

Composite Rating 97. Deutsche Securities upgrades Mexican wireless service provider to buy from hold. 3-year EPS growth rate: 115%
8.
Company Vale Do Rio (RIO) - View IBD Stock Checkup

Composite Rating 96. Brazilian mining firm is world’s largest iron ore producer. Owns a return on equity of 52%. 3-year EPS growth rate: 63%
9.
Lehman Brothers (LEH) - View IBD Stock Checkup

Composite Rating 96. Investment banker agreed to buy Australia’s Grange Securities for undisclosed sum. Planning Asian expansion. 3-year EPS growth rate: 27%
10.
Mittal Steel (MT) - View IBD Stock Checkup

Composite Rating 92. Steel producer’s earnings growth rebounded sharply after five quarters of declining growth. 3-year EPS growth rate: 33%
Published by Investor's Business Daily

Labels: AMX, GOOG, GS, INFY, LEH, LVS, MT, RIMM, RIO, WIT

Outsourcing Winners: Accenture (NYSE: ACN - News), Electronic Data Systems (NYSE: EDS - News), Infosys Technologies (NasdaqGS: INFY) and Wipro (NYSE: WIT - News)
Sporting a referee's uniform, Cramer placed four of the best outsourcing consulting firms in a competition to determine which is the best investment. In the right corner were U.S. companies ACN and EDS with a combined annual revenue of $39.5 billion, and in the left corner were Indian challengers INFY and WIT with a total yearly revenue of $5.6 billion. Putting the politics of outsourcing aside, Cramer says that these companies have a "huge market" since many new businesses are in need of original strategies. On the American team, Cramer thinks that ACN is best of breed because it has a top notch business, "record utilization levels" and strong growth to 12.9% from the 6.4% in the previous quarter. On the Indian team, Cramer likes Infosys, because it has "some baked-in underpromise, overdeliver Indian-style potential," has 10,000 hires completing training, and is getting its China business moving; Cramer calls this "a recipe for better-than-expected numbers." He likes Infosys' low 12% attrition rate, which is an important metric for an outsourcing firm. Wipro's attrition rate is higher, but he would still pay attention to its earnings on Wednesday. While Cramer prefers the Indian team for their "overall prospects," his favorite two companies are Accenture for its consulting business and Infosys for its growth.
Related: Hans E. Wagner expects continued growth for Accenture.
CEO Interview: Ronald Hermance Hudson City Bancorp (NasdaqGS: HCBK)
Cramer asked Ronald Hermance how his comany is thriving in spite of negativity surrounding banking. "Quite candidly, our model sets us apart," Hermance responded. "The reason we've outlasted in most credit cycles is that we're retaining all our mortgages and not selling them to the secondary market." The result has been solid credit quality in the third quarter, and he added that HCBK has not had a net charge off in seven years. Impressed by this statement, Cramer added that Hudson City is "basically only lending to people that don't need a loan but are taking one out for a mortgage deduction." He recommnended the stock to investors who want a no-risk banking play.
Published by SeekingAlpha

Labels: ACN, EDS, HCBK, INFY, Jim Cramer, Mad Money, WIT

Here are 7 stocks for traders for Thursday from TradingMarkets.com:Genentech (NYSE:DNA - News) beat earnings on Wednesday afternoon, with $0.61 EPS over an expected $0.55 EPS. DNA's PowerRating is 5.U.S. Airways (NYSE:LCC - News) upped its hostile takeover bid for Delta Airlines to $5 billion in cash. LCC's PowerRating is 5.Infosys (NASDAQ:INFY - News) reports earnings on Thursday before the open; look for $0.36 EPS. INFY's PowerRating is 6.M&T Bank (NYSE:MTB - News) announces quarterly earnings on Thursday morning, with analysts expecting $1.88 EPS. MTB's PowerRating is 6.MGIC Investment (NYSE:MTG - News) is expected to report $1.53 EPS on Thursday before trading begins. MTG's PowerRating is 6.IHS (NYSE:IHS - News) reports earnings on Thursday afternoon, so watch for heightened price action and volume ahead of the close. IHS's PowerRating is 6.Oil stocks remain a focus as crude continues to fall steadily. Chevron (NYSE:CVX - News) warned that Q4 revenues will be negatively effected by crude prices. CVX's PowerRating is 6.
PowerRatings are courtesy of PowerRatings.net

Labels: CVX, DNA, Hot Stocks, IHS, INFY, LCC, MTB, MTG