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

Bullish calls:
Caterpillar (NYSE: CAT - News): 'I wish I hadn't talked about it, so I could have bought more... I urge you to buy that. I see an upside surprise.'Level 3 Communications (NasdaqGS: LVLT - News): 'We caught it at $3. It went to $6. It's pulled back. I don't know when the (bandwidth) shortage is going to flash, 'Shortage! Shortage! Shortage!,' but when it does, you can't wait and then buy it! You have to keep it now.'Allscripts Healthcare Solutions (NasdaqGS: MDRX - News): 'Hey, anything that does healthcare cost containment like Medco Health is just fantastic in this market. It's a triple buy!'Cheesecake Factory (NasdaqGS: CAKE - News): ' ... they have to put up more stores. I think it's a decent buy right here. It's come down a lot. Let's pull the trigger on some CAKE... even though the bears would say that no one is ever going to have cheesecake, because they can't afford it anymore...'Johnson Controls (NYSE: JCI - News): ' ... the lead just killed them! I think the lead price is coming down... I think JCI is going back up. I like the stock. This is a classic example of what you should be buying right now...'Amylin Pharmaceuticals (NasdaqGS: AMLN - News): 'I think biotech is precisely right going into the fall. AMLN is good ... new position. I have not liked that stock... 'Amgen (NasdaqGS: AMGN - News): 'Amgen is good...'Ladish (NasdaqGM: LDSH - News): 'I think that LDSH is a great buy, but the one thing I'd caution... How many stocks can say this?... 52-week high... but again, jet engines. That's a keeper.'Woodward Governor (NasdaqGS: WGOV - News)Sun Microsystems (NasdaqGS: SUNW - News): 'Unbelievable quarter ... This is a company I have hated for a decade! I got bullish on it about a quarter ago ... Don't run from SUNW. Run to it! Buy, buy, buy!'Ryerson (NYSE: RYI - News)Reliance Steel (NYSE: RS - News): ' ... as good as RYI is, Reliance Steel is even better!'Google (NasdaqGS: GOOG - News): ' GOOG's done going down. The bears are going to be trapped ... I think GOOG's going back to its high ... No one thinks that except for me... Buy, buy, buy!'Continental Resources (NYSE: CLR - News): 'I think you can stick with CLR.'XTO Energy (NYSE: XTO - News): 'I am sticking with, and buying for my charitable trust, XTO Energy, which is now the cheapest oil and gas company in the world!'
Bearish calls:
Whirlpool (NYSE: WHR - News): 'That was a bad quarter ... It wasn't saved by Brazil. I've got to give you a don't buy.'
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Labels: AMGN, AMLN, CAKE, CAT, CLR, GOOG, JCI, Jim Cramer, LDSH, Lightning Round, LVLT, MDRX, RS, RYI, SUNW, WGOV, WHR, XTO

Predator and Prey: BASF (NYSE: BF - News) and Nova Chemicals (NYSE: NCX - News)
Cramer continued his series on European stocks with BASF, the biggest chemical company in the world, and a stock he likes because "...it has nothing to do with the United States. " While chemical companies have been attractive takeovers, Cramer thinks of BASF as a predator rather than the prey and doesn't expect it to get a bid. However, as long as chemical companies are in bull mode, Cramer says BASF will thrive with its secure earnings. It is also linked to two other bull markets: agriculture and natural gas and oil. He predicts BASF will rise from $136 to $150. Cramer likes NCX as a good "prey" play since Access founder Len Blavatnik is trying to build a global chemcial company and is looking for acquisitions like NCX with strong fundamentals. Cramer thinks NCX could be bought at $56.
Sell Block: Blackstone Group (NYSE: BX - News), Google (NasdaqGS: GOOG - News), Johnson Controls (NYSE: JCI - News), Washington Mutual (NYSE: WM - News), Goldman Sachs (NYSE: GS - News)
Cramer hopes people listened when he said they should get out of BX, but he suggests he may have been a hog with Google, which missed its quarter. He added a caveat; "Please don't buy the first trading day the week after I recommend a stock," he said. "You have to wait for weakness" and if the stock is high "take a pass." He identifies JCI as one of his picks for which investors should have taken a pass. However, Cramer still thinks JCI is an anointed stock with some upside. Cramer would leave the financials in Rumorville, since they have been vulnerable to Street Gossip, even WM. Concerning his golden pick, GS, Cramer says it hasn't bottomed yet and he would only recommend investors who can take the pain stay in GS.
CEO Interview: James Young Union Pacific (NYSE: UNP - News) with CSX (NYSE: CSX - News)
James Young commented on how overcapacity in the industry is getting lighter, and is responsible, along with congested traffic, for the stock's rise. Cramer said UNP is not going to stop rising at $125 and also gives CSX two thumbs up.
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Labels: BF, BX, CSX, GOOG, GS, JCI, Jim Cramer, Mad Money, NCX, UNP, WM

Next Week's Game Plan: Coke (NYSE: KO - News), Intel (NasdaqGS: INTC - News), United Technologies (NYSE: UTX - News), Freeport McMoRan Copper & Gold (NYSE: FCX - News), Honeywell (NYSE: HON - News), Johnson Controls (NYSE: JCI - News), Caterpillar (NYSE: CAT - News), Schlumberger (NYSE: SLB - News), Merrill Lynch (NYSE: MER - News), Wells Fargo (NYSE: WFC - News), JPMorgan Chase (NYSE: JPM - News), Bank of America (NYSE: BAC - News) and Citigroup (NYSE: C - News)
Cramer expects better-than-expected earnings from the following companies, and would buy before their reports next week: KO, INTC, UTX, FCX, HON, JCI, CAT and SLB. Since banks are "on a mission to show that there is no slowdown" and are likely to raise their dividends and buy back stock, Cramer would buy MER, WFC, JPM, BAC and C prior to their earnings reports.
That 80s Show: Boeing (NYSE: BA - News), Caterpillar (NYSE: CAT - News), ConocoPhillips (NYSE: COP - News), Energizer (NYSE: ENR - News), Air Products & Chemicals (NYSE: APD - News), Apache (NYSE: APA - News), Terex (NYSE: TEX - News)
"I've discovered alchemy," declared Cramer, noting the six stocks (BA, CAT, COP, ENR, APD and APA) he has discussed this week in connection with his theory (that stocks at $80 go to $100 and then to $120) are up an average of 5.2%. On Friday, Cramer added TEX to the list, since it is around $80 and will benefit from the "wild bull market" of infrastructure and machinery. He doesn't regard CAT as a rival, since "Terex's bread and butter is in aerial work platforms" which are not produced by CAT. He is not worried about competition from Manitowoc in the crane business.
Incredibly Risky Play: GeoEye (NasdaqGM: GEOY - News)
Cramer recommended GEOY as an "incredibly risky play" which is not for IRA money, but could have a major upside. Although it is the biggest commerical satellite company, GEOY has yet to make a profit. However, Cramer thinks outsourcing demands and Google Earth might make this company profitable, not to mention its main competitor is not a publicly traded stock. According to Cramer, the stock could double on the successful commission of a new satellite. However, the date has been deferred once, and if the satellite does not go up when expected, GEOY "could get hammered." While he urges caution, Cramer says GEOY is a great speculative stock.
Mad Mail: Taser (NasdaqGS: TASR - News), Excel Maritime Carriers (NYSE: EXM - News)
Concerning Taser, Cramer says the shorts are "enfilading fire" and "the longs are winning." He changed his position on EXM, and regretted having been too bearish.

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Labels: BAC, C, CAT, FCX, HON, INTC, JCI, Jim Cramer, JPM, KO, Mad Money, MER, SLB, UTX, WFC

Bullish calls:
Schlumberger (NYSE: SLB - News): 'I'm steering people toward SLB.'Transocean (NYSE: RIG - News): ' ... that's the cheapest international driller, now that SLB has run so much. That's a better buy.'Companhia Vale do Rio Doce (NYSE: RIO - News)Allegheny Technologies (NYSE: ATI - News)Wachovia (NYSE: WB - News): 'This is a 4% yielder with decent growth. Good quarter today. You know I like the regional banks. I say it's okay. I prefer BNS.'Bank of Nova Scotia (NYSE: BNS - News): ' I prefer BNS [to WB].'Ford (NYSE: F - News)Marvell Technology (NASDAQ: MRVL - News): 'I am going to recommend - even at the price of perhaps a shortfall near term - MRVL. I think that's one down and 10 up. That's my gift to you.'Charles Schwab (SCHW): 'SCHW's good. ETFC's good. AMTD's good. They all trade more expensively, though, than the full-service brokers.'Ameritrade (NASDAQ: AMTD - News)E*Trade (NASDAQ: ETFC - News)Goldman Sachs (NYSE: GS - News): 'I have been recommending GS. The stock's been down for two days and, you know what? (motions to back up the truck for a 'mon-back) - even that short of time, and I want to buy GS, because I'm using a $300 price target and it's one of my stock picks of the year - my value stock pick...'Johnson Controls (NYSE: JCI - News)Adobe Systems (NASDAQ: ADBE - News): 'I think ADBE is unfairly being brought down. I think ADBE is right here ... I'd like to buy this one for my charitable trust. That's how great I think it is down here ... It's a triple buy. Buy, buy, buy! ... I want you to stay with it.'@Road (NASDAQ: ARDI - News): ' Good speculative play on the net. I like it, I'll endorse it.'Darden Restaurants (NYSE: DRI - News): 'Yes! That's a well-run company!'
Bearish calls:
Talisman Energy (NYSE: TLM - News): 'I don't want to be in TLM. I want to be in RIG.'Zoltek (NASDAQ: ZOLT - News): ' I don't like ZOLT. I think it's played out. We recommended it on this show at $12. When it doubled, we took our profits. And I'm not going back. I do not want to own ZOLT.'Syntax-Brillian (NASDAQ: BRLC - News): 'No can do, my friend. That's like hamburger helper. I'd rather go for the real thing; I'd rather go for the filet mignon [MRVL].'Fuel-Tech (NASDAQ: FTEK - News): 'I like pollution control stories somewhat ... I'm concerned that this is one of those 'State of the Union' plays, where it drops down tomorrow, so let's take profits today.'Visteon (VC)SAIC (NYSE: SAI - News): 'There is a sense that the consulting companies that report to the government for military purposes aren't doing well ... I think that SAI - which I liked a little too much, I now say - is just 'don't buy, don't buy' ... New position for me - new negativity.'Evergreen Solar (NASDAQ: ESLR - News): 'Another one of these (bear)... I am not going to countenance any of these solar plays with energy going down!'Baker Hughes (NYSE: BHI - News): 'BHI has a decent product portfolio, but RIG* is the name of the game ... because it's an international driller. 'Complete Production Services (NYSE: CPX - News): 'No, we're going to RIG.'
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Labels: ADBE, AMTD, ARDI, ATI, BNS, DRI, ETFC, F, GS, JCI, Jim Cramer, Mad Money, MRVL, RIG, RIO, SLB, WB

Bullish calls:
Schlumberger (NYSE: SLB - News): 'I'm steering people toward SLB.'Transocean (NYSE: RIG - News): ' ... that's the cheapest international driller, now that SLB has run so much. That's a better buy.'Companhia Vale do Rio Doce (NYSE: RIO - News)Allegheny Technologies (NYSE: ATI - News)Wachovia (NYSE: WB - News): 'This is a 4% yielder with decent growth. Good quarter today. You know I like the regional banks. I say it's okay. I prefer BNS.'Bank of Nova Scotia (NYSE: BNS - News): ' I prefer BNS [to WB].'Ford (NYSE: F - News)Marvell Technology (NASDAQ: MRVL - News): 'I am going to recommend - even at the price of perhaps a shortfall near term - MRVL. I think that's one down and 10 up. That's my gift to you.'Charles Schwab (SCHW): 'SCHW's good. ETFC's good. AMTD's good. They all trade more expensively, though, than the full-service brokers.'Ameritrade (NASDAQ: AMTD - News)E*Trade (NASDAQ: ETFC - News)Goldman Sachs (NYSE: GS - News): 'I have been recommending GS. The stock's been down for two days and, you know what? (motions to back up the truck for a 'mon-back) - even that short of time, and I want to buy GS, because I'm using a $300 price target and it's one of my stock picks of the year - my value stock pick...'Johnson Controls (NYSE: JCI - News)Adobe Systems (NASDAQ: ADBE - News): 'I think ADBE is unfairly being brought down. I think ADBE is right here ... I'd like to buy this one for my charitable trust. That's how great I think it is down here ... It's a triple buy. Buy, buy, buy! ... I want you to stay with it.'@Road (NASDAQ: ARDI - News): ' Good speculative play on the net. I like it, I'll endorse it.'Darden Restaurants (NYSE: DRI - News): 'Yes! That's a well-run company!'
Bearish calls:
Talisman Energy (NYSE: TLM - News): 'I don't want to be in TLM. I want to be in RIG.'Zoltek (NASDAQ: ZOLT - News): ' I don't like ZOLT. I think it's played out. We recommended it on this show at $12. When it doubled, we took our profits. And I'm not going back. I do not want to own ZOLT.'Syntax-Brillian (NASDAQ: BRLC - News): 'No can do, my friend. That's like hamburger helper. I'd rather go for the real thing; I'd rather go for the filet mignon [MRVL].'Fuel-Tech (NASDAQ: FTEK - News): 'I like pollution control stories somewhat ... I'm concerned that this is one of those 'State of the Union' plays, where it drops down tomorrow, so let's take profits today.'Visteon (VC)SAIC (NYSE: SAI - News): 'There is a sense that the consulting companies that report to the government for military purposes aren't doing well ... I think that SAI - which I liked a little too much, I now say - is just 'don't buy, don't buy' ... New position for me - new negativity.'Evergreen Solar (NASDAQ: ESLR - News): 'Another one of these (bear)... I am not going to countenance any of these solar plays with energy going down!'Baker Hughes (NYSE: BHI - News): 'BHI has a decent product portfolio, but RIG* is the name of the game ... because it's an international driller. 'Complete Production Services (NYSE: CPX - News): 'No, we're going to RIG.'
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Labels: ADBE, AMTD, ARDI, ATI, BNS, BRLC, DRI, ETFC, F, FTEK, GS, JCI, Jim Cramer, Lightning Round, Mad Money, MRVL, SAI, TLM, WB, ZOLT

Kimberly-Clark (NYSE: KMB - News)
Cramer discussed Prudential's upgrade of consumer products, and picked KMB as his favorite stock in the sector, because KMB had been planning for oil to be at $70 in 2007, and with oil prices falling, the company is a buy. He prefers consumer goods to tech noting that investors sell these stocks as soon as they make money, since they know it is time to "bolt from tech."
Eaton (NYSE: ETN - News), Johnson Controls (NYSE: JCI - News), Bank of America (NYSE: BAC - News)
Task pointed out that Eaton was hurting cyclicals and Cramer annointed JCI as a "sainted cyclical" which is a good stock to own "If you want a cyclical and you don't want it to have anything to do with trucks." Cramer doesn't consider the stock a real cyclical because of its air conditioning component. Concerning the Fed, Cramer doesn't think that it will cut interest rates until there is a drop in year-over-year commodity prices. Cramer is critical of bears who don't see that there can be growth without a lot of inflation, and predicts that there will be a temporary slump until mid-year when the Fed will cut rates, and that there will be a resulting upturn until the end of the year. Because the market is "heading into a valley," Cramer says that tech is too hard to own right now, but that stocks like KMB and BAC are not too difficult.
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Labels: BAC, ETN, JCI, Jim Cramer, KMB