Jim Cramer's Mad Money Review

Looking at Mattel (MAT), Hasbro (HAS) and Jakks Pacific (JAKK), Cramer said, "This group is dirt cheap." Cramer pointed out that Hasbro is buying back a lot of stock, and said that Jakks is the cheapest on a momentum basis.
Referring to the headlines made over lead paint found in China-made Mattel toys, Cramer jokingly lauded Hasbro's business model. "What a great business. You gotta buy them -- their toys didn't kill anybody!"
For the energy market, Cramer recommended natural gas. "This is so the fuel of the future." He dismissed industry observers' claims that the fuel is unreliable, concluding, "This is a great play when oil gets to $100." He recommended XTO Energy (XTO), Apache (APA), Devon (DVN), and Anadarko (APC) as plays on the sector.
Cramer reiterated his recommendation of Cleveland Cliffs (CLF), reminding viewers, "I started with you at $77. I am still on the case, because it's an independent ... company that can't stay independent."
Of the agriculture boom, Cramer said he would sell the stocks after their upcoming trading move up. "They're too expensive," he said. He recommended viewers listen to Agco's (AG) recent conference call.
Published By TheStreet.com

Labels: AG, APA, APC, CLF, DVN, HAS, JAKK, Jim Cramer, MAT, Stop Trading, XTO

ValueClick (VCLK): Cramer said belongs to the same family of stocks as DoubleClick (DCLK), which Google (GOOG) is buying, and aQuantive, which Microsoft (MSFT) bought earlier this year. He was right about aQuantive and he believes he will be right about ValueClick. Microsoft might make this defensive acquisition of ValueClick, or there's a possibility Yahoo! (YHOO) could pick it up.
Jakks Pacific (JAKK), which has a lot of great toys, is that stock, he said. People should want this stock for its Hannah Montana, World Wrestling Entertainment (WWE) and Pokemon figurines. Cramer says is "irresistible," and could be bought as a trade or investment. It is trading at its growth rate and at "a big discount" to Hasbro (HAS) and Mattel.
On the Defensive Line
New York Giants defensive lineman Michael Strahan joined Cramer in the studio to tackle finance together. Strahan told Cramer he is very conservative and realistic about investing. Strahan also owns one stock, Under Armour (UA), which he said he got into during the company's IPO. Since buying Under Armour, Strahan said, his costs have been covered and he is operating on profits.
Mad Mail
Caterpillar (CAT): has substantial international exposure and is not a hostage of the U.S. GDP. This is part of the reason he likes Caterpillar so much. He owns it for his Action Alerts PLUS charitable trust.

Labels: CAT, JAKK, Jim Cramer, Mad Money, Mad MOney Recap, MSFT, UA, VCLK, YHOO