Jim Cramer's Mad Money Review

Bullish Calls:
ConocoPhillips (NYSE: COP - News): 'I would start with an oil. I recommended it last week. COP to go from $80 to $120 ... we buy that, particularly on any pullback.'Bolt Technology (AMEX: BTJ - News): 'This is a company that has a lot of machine parts that go into equipment that goes into oil rigs. This company has not kept pace ... I don't get it. Let me tell you something... I would buy it... 'LodgeNet Entertainment (NasdaqGM: LNET - News): 'This is a company that has a lot of machine parts that go into equipment that goes into oil rigs ... I don't get it. Let me tell you something... I would buy it... 'Millipore (NYSE: MIL - News): 'I like the filtration business ... It's a mini bull market, and MIL is in it.'Altria (NYSE: MO - News): 'This is one of the greatest, greatest value creators in history. They will split the company. I am telling you, in no uncertain terms, if it was not options expiration week, and the stock's being pinned at $70... this stock would be at $72-73, where it will be in the next few weeks. What I am saying is, pull the trigger... buy some MO.'Honeywell (NYSE: HON - News): 'HON is probably the most out-performed of any of the DOW stocks that I picked at the beginning of the year... I'm telling you to pull the trigger. Buy, buy, buy! Beautiful quarter! He ain't done.'
Bearish calls:
Knight Capital (NasdaqGS: NITE - News): 'I think NITE's a good outfit ... this brokerage industry - it is just not a place to go right now. I am giving it a 'don't buy, don't buy' to NITE. 'Toll Brothers (NYSE: TOL - News): 'The stock cannot be owned.'Lennar (NYSE: LEN - News)K.B Home (NYSE: KBH - News)
Published By SeekingAlpha

Labels: BTJ, COP, HON, Jim Cramer, KBH, LEN, Lightning Round, LNET, Mad Money, MIL, MO, NITE, TOL

Coal is King: Consol Energy (NYSE: CNX), Arch Coal (NYSE: ACI), Peabody Energy (NYSE: BTU)While initially Cramer thought the Democrats in Congress considered coal "too dirty" he recently learned they are pushing for a coals-to-liquid energy plan which will mean good things for the sector. "America is the Saudi Arabia of coal," he said. "Our coal sources are safer, cheaper and more stable than our sources for oil." In addition, China is starting to import U.S. coal which will mean big international business for coal companies. While Goldman Sachs downgraded coal because they don't have confidence in coal-to-liquids technology, Cramer said this shouldn't matter to investors. He likes CNX, a relatively safe investment with high cash margins, 64 years of reserves and a chance to be bought, and said ACI is more speculative. Cramer's favorite coal is BTU, since 8% of its reserves are in Australia, and it is the obvious supplier to China, which is dispensing with its coal tariff. The stock is cheap and the company is "leaner and meaner," since it is spinning off assets with slow growth. In addition BTU has great "visibility."Parting is Such Sweet Sorrow: Yahoo! (NasdaqGS: YHOO)Now that Terry Semel, CEO of Yahoo, is leaving, Cramer removed him from his Wall of Shame and predicted the stock would climb higher after its 4.6% gain in after-hours trading to $29.42.Plenty of Room for LodgeNet Entertainment (NasdaqGM: LNET)This supplier of interactive services to hotel rooms earned $23.43 per room last quarter, has since declined because of profit-taking, and Cramer would consider buying LNET but not after-hours and only with limit orders. LNET improved its market share and international exposure though its On Command acquisition, and is poised to become a "powerhouse of in-room services." The company is looking at hosptials and time shares.Published By SeekingAlpha

Labels: ACI, BTU, CNX, Jim Cramer, LNET, Mad Money, YHOO