Jim Cramer's Mad Money Review

Bullish calls:
Walt Disney (DIS): 'Again, I don't play for DIS, but I'm certainly not going to blast it. I think it's a good company.' Brookfield Asset Management (BAM): 'They've got terrific, terrific management … BAM will come back!' Hewlett-Packard (HPQ): 'HPQ has the business model and the leverage!' SunPower (SPWR) First Solar (FSLR) Johnson Controls (JCI): 'There was a man who just downgraded it … He's taken a very short-term approach. JCI has an unbelievably good business in climate control and, when autos come back, that stock's going to roar.' J. Crew (JCG) Costco (COST)
Bearish calls:
Wolseley (WOS): 'I can't endorse that company. Those companies are all doing badly.' Lowe's (LOW): 'I don't even recommend Lowe's anymore on this show.' Fannie Mae (FNM): 'It's just too hard to value right now...They just cut the dividend. Guys are going to sell it. I'm not there...' Automatic Data Processing (ADP): 'No. It's just a flatlined name. You need a stronger economy for that play.' Dell (DELL): 'DELL can buyback as many shares as it wants. HPQ has the business model and the leverage!' LDK Solar (LDK): 'No, c'mon man! The finances are unclear!' Cabela's (CAB): 'That company is just simply one of the worst publicly-traded companies I've ever seen.' South Financial Group (TSFG): 'Good stock in a really bad neighborhood … I can't touch the darn thing. Sorry to be so negative.' Home Depot (HD): 'That group is too darn hard.' Solarfun Power (SOLF)
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Labels: ADP, BAM, CAB, COST, Dell, DIS, FNM, FSLR, HD, HPQ, JCG, JCI, Jim Cramer, LDK, Lightning Round, LOW, Mad Money, SPWR, TSFG, WOS

J. Crew (JCG) was the only stock pick Cramer offered on CNBC's "Stop Trading!" segment Tuesday, but its quarter was so good that Cramer had CEO Mickey Drexler sign a conference call transcript as a keepsake.
"The guy's my hero," Cramer said, explaining his fanaticism. "It was a great quarter."
During the remainder of the segment, Cramer discussed the continuing liquidity crisis.
The matter comes down to CEO confidence, Cramer believes. "If they have liquidity... why are the cancellations so great? ... People are talking about 30%" of loans ending in foreclosure, Cramer said.
No one knows how bad things are, he said. "We can't loan to this level of value, and we can't get appraisal," he said. "In the Toll Brothers (TOL) call, [CEO Robert Toll said] at this time next year we'll be worrying more about the election than we will about housing prices."
The market is "not priced out, but mortgaged out," Cramer stressed. "That's a confidence issue."
"When you want a home, it's very hard for you to come buy one, particularly in that $400,000 to $500,000 level," he added.

Labels: JCG, Jim Cramer, Stop Trading, TOL

Bear Stearns (NYSE: BSC - News), Lehman Brothers (NYSE: LEH - News), Goldman Sachs (NYSE: GS - News) and J. Crew (NYSE: JCG - News)
Cramer counsels patience until next Friday when BSC, LEH and GS should be "painfully low" when the bears attack after earnings reports on Tuesday, Wednesday and Thursday respectively. This means investors can buy the Big Three at "incredible bargains, " says Cramer, adding: "Stocks react to whoever shoots first, not how good the numbers are. And right now the bears have to shoot first." He commented the "only company worth banking on next week" is J. Crew, which was held back by its "digestion of a big secondary," a stock offering which Cramer thought had "terrible pricing" at $37.50. However, Cramer thinks the price will be taken out by its great quarter, and while there is some risk, he feels it is immunized from the downside with its 2% decline. Cramer suggests buying ahead of its report on Tuesday.

March Madness: Akamai (NasdaqGS: AKAM)
Cramer likes AKAM for two reasons: First, it is one of his so-called "rubble stocks" which was unfairly savaged during the selloff; "Personally, I'm offended that it's down here," he remarked. Secondly, since it is the "leading company for optimizing online video," Cramer believes it is a great way to play March Madness, or the NCAA College basketball championship, which should attract widespread online viewership. He commented Akamai is usually much higher this time of year, and the company gave guidance that was "way up from the forecast." Cramer says Akamai is a good way to play bandwidth shortage.
Two IPOs to Avoid: Aruba Networks and Glu Mobile with stocks Motorola (NYSE: MOT - News) and Cisco (NasdaqGS: CSCO) and Alcatel-Lucent (NYSE: ALU - News)
Not all IPOs are created equal, and Cramer does not want investors to go near Aruba Networks which will trade under ARUN or Glu Mobile, which will trade under GLUU, unless their prices are cut. Aruba's main rivals are "heavy hitters" MOT and Cisco, warns Cramer and Aruba sells through vendor ALU, a company Cramer doesn't like. Mobile game producer, Glu Mobile would be a decent stock at $8, according to Cramer, but it should not be selling at the best-0f-breed $10-$12 range.
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Mad Mail: Dynegy (NYSE: DYN - News) and UAL (NasdaqGS: UAUA)
Cramer commented CEO Bruce Williamson is "one of the best in the country" and predicts a move from $8.58 to $10. Cramer told another viewer the one airline he would buy would be UAL, but only as a speculative play.

Labels: AKAM, ALU, BSC, CSCO, GS, JCG, Jim Cramer, LEH, Mad Money, MOT