Jim Cramer's Mad Money Review

Bullish:
Global Industries (GLBL) – Cramer will not walk away from.
Transocean (RIG) – Is really behind.
Trico Marine (TRMA) – Is not bad.
Core Labs (CLB) – Nothing is better.
FMC (FMC) – Likes as well.
Compellent Tech (CML) – Reminds Cramer of a “mini- VMware.
VMWare (VMW)
Oilsands Quest (BQI) – With the right tax regime in Alberta, there would be some pin action up there.
Novagold (NG) – Could become the depositor of an incredible amount of cheap gold.

Bearish:
Jones Soda (JSDA)- Says no. Sell Jones.
Jamba (JMBA) - Sell
Hansen (HANS) - Sell
Radian Group (RDN) – Does not believe they can raise the capital they need.
Fannie Mae (FNM) – Cramer can not get behind.
Rediff.com (REDF) – Another Baidu.
Countrywide (CFC) – Does not like. Would buy Wells Fargo.
AIG (AIG) – Sell sell sell.
Home Depot (HD) – Rather be in Lowes.
Level 3 (LVLT) – Can’t get CEO on the show.
Old National Bank (ONB) – People are not buying these banks right now.
Superior Offshore (DEEP) – Sticking with Transocean.

Labels: BQI, CLB, CML, DEEP, FMC, GLBL, HANS, HD, Jim Cramer, JMBA, JSDA, Lightning Round, LVLT, Mad Money, NG, ONB, RDN, RIG, TRMA, VMW

On Wednesday, Cramer said, “For everyone who missed out on the 400-point rally yesterday and today, I have one thing to say: It’s not too late, you've barely missed a thing.” Proof: Cramer said when the Fed realized the extent of its problems back in 1990, it was a great time to get into the market. Since then: Dow Jones up 10,000 points. People shouldn’t pay attention to the “negative Nancies” that have been scared out of the market. Cramer says the rate cut has been great for so many stocks. Including: Kohl’s (KSS), Target (TGT), as well as the banks. Also: Wachovia (WB), Downey Financial (DSL), and FirstFed Financial (FED). Cramer is still in the middle on homebuilders. He wouldn’t touch Lennars (LEN) or KB Homeses (KBH), but wouldn’t short them anymore.
AT&T (T): Cramer spent the next segment telling why AT&T is a good buy. It has a good dividend and has “totally reinvented itself as a growth company” by investing in telco companies. AT&T CFO Rick Linder was welcomed to the show and said the telco industry is resurging. Their wireless data, broadband, and video division are all taking off as well. Their acquisition of Apple’s iPhone has been largely successful, especially since its price drop to $200.
Mad Mail: writer commented on Cisco's (CSCO) recent acquisition of wireless solutions company Cognio and asked if all WiFi companies are headed down the bandwidth road to the extent that Level 3 Communications (LVLT) will soon experience explosive revenue and profit growth.
Am I Diversified? Cramer’s first caller asked if he was diversified with the following five stocks: Apple, Noble (NE), Potash (POT), Research In Motion (RIMM) and Schlumberger (SLB). Cramer pointed out two pairs with Apple and RIMM, and Noble and Schlumberger. Throw out Noble and Apple and add a defense play like Northrop Grumman (NOC) and a financial like Wachovia. Separately, Cramer said he prefers Deere (DE), Monsanto (MON) and Bunge (BG) to Potash.
His second caller named these five picks: Genentech (DNA), Fuel-Tech (FTEK), NightHawk Radiology (NHWK), L-1 Identity Solutions (ID) and US Gold (UXG). Cramer told the caller she had too much of a gambling portfolio with too many speculative stocks like ID, FTEK and UXG. He suggested getting out of those and into less speculative names.

Labels: ATT. T, CSCO, DE, DSL, Fed, Jim Cramer, KSS, LEN KBH, LVLT, Mad Money, Mad MOney Recap, MON, NE, NOC, POT, RIMM, TGT, WB

Wall Street Casino: Cisco (NasdaqGS: CSCO - News), Under Armour (NYSE: UA - News), Coke (NYSE: K - News), Pepsi (NYSE: PEP - News), Level 3 Communications (NasdaqGS: LVLT - News)Cramer compared the stock market to a poker table at the Fed's casino where Ben Bernanke can change the rules at will. Everyone thought John Chambers, CEO of Cisco, was bluffing when he said networking was strong and announced a big buyback five days before the end of the quarter, but it turned out he was holding a full house. Cramer doesn't think Cisco's luck has run out yet, and thinks LVLT also has a "hot" hand. Under Armour had a poker face all quarter and showed a straight flush. Everyone sees Coke and Pepsi's hand, comments Cramer, and they will always have three of a kind, which is good in the current environment. However, financials have such "crummy" hands that they don't even try to fake it anymore.CEO Interview: Mackey McDonald, VF Corp. (NYSE: VFC - News)Cramer praised VFC for focusing on its brands and for expanding overseas while the domestic retail sector has been challenged lately. McDonald said the consumer is still buying, but is concentrating on high-quality products. "having a portfolio of strong brands is extremely important," he added, "We're always looking for additional brands. We establish a target list of areas we're not strong in that we want to be strong in. We find the best brands to fit those needs and try to make the best acquisitions we can." Cramer says VFC doesn't need the American consumer to thrive.Mad Mail: Hitting HomeWhen a viewer asked Cramer if a cut in interest rates will be bad for the dollar and harm investor holdings relative to the rest of the world, he said he doesn't care about dollars and tariffs, but is concerned about millions of Americans who are faced with the prospect of losing their homes.Published By SeekingAlpha

Labels: CSCO, Jim Cramer, K, LVLT, Mad Money, PEP, UA, VFC

Chesapeake Energy (NYSE: CHK - News): 'The whole complex of natural gas is so ridiculously too low. Just because we had a couple of months stored... CHK is a great driller. It's got great assets. I believe that natural gas will come back in vogue.'Wynn Resorts (NasdaqGS: WYNN - News): 'Look, Macau gambling is for real! I've been behind the Macau gambling... I still like Wynn.'Las Vegas Sands (NYSE: LVS - News)Apache (NYSE: APA - News): 'I like APA. It has oil, it has gas, and it's right. It's beaten down, and I would pull the trigger today! 'Schlumberger (NYSE: SLB - News): 'Do you know that Schlumberger is selling at 17x next year's earnings?... This is just a very inexpensive stock... how could I not recommend that unbelievable best-of-breed?...'Helix Energy (NYSE: HLX - News): ' ... as much as I like the HLX... If SLB's selling at 17x earnings, I mean, how could I not recommend that unbelievable best-of-breed?... 'Shaw Group (NYSE: SGR - News): ' ... don't hold me to it, but I think that's going to be good. And SGR is on a remarkable run!... Now, look, understand... We had that horrible bridge tragedy, but all of us know the infrastructure is woefully needing repair. It's SGR. The infrastructure bull market is probably the strongest market on earth!'Fluor (NYSE: FLR - News)McDermott (NYSE: MDR - News)DaimlerChrysler (NYSE: DCX - News)Boeing (NYSE: BA - News): ' ... but I am reiterating absolutely that Boeing is a buy, and the orders will trickle down. It's just that we don't have them right now.'Cisco (NasdaqGS: CSCO - News): ' ... reported a blowout quarter tonight - as we've been predicting endlessly, and finally it happened... Remember, he did announce the $5 billion buyback at the end of his last quarter... buy, buy, buy - CSCO, even above $31. 'Level 3 Communications (NasdaqGS: LVLT - News)Garmin (NasdaqGS: GRMN - News): ' ... conference call for GRMN was amazing. The guide up was huge... GRMN's a keeper! Stay with GRMN - buy, buy, buy! 'Crocs (NasdaqGS: CROX - News)Under Armour (NYSE: UA - News)Temple Inland (NYSE: TIN - News): ' ... Temple Inland remains my favorite, courtesy of Carl Icaan and his restructuring. '
Bearish calls:
Zebra Technologies (NasdaqGS: ZBRA - News): 'I personally think that the bar code business has peaked. It's just not exciting to me. I don't want to be in it. Don't buy, don't buy.'Haynes International (NasdaqGM: HAYN - News): '... didn't report a good quarter..., is the aerospace bull market caput?... I think that there's a big lag between when the (Boeing) Dreamliner gets built, and all of these stocks blow away their numbers... Now it's still painful ... I think this group is going to be on hold, and the better side is the defense stocks right now..'.Starbucks (NasdaqGS: SBUX - News): ' ... I want good, solid growth... and consistent growth... and SBUX can no longer give that to me. Don't buy, don't buy. At $23, I'll pull the trigger.'Juniper Networks (NasdaqGS: JNPR - News): 'I believe that CSCO is better than JNPR. I am telling you - sell, sell, sell - JNPR.'Weyerhauser (NYSE: WY - News): 'They can't deliver.'
Published by SeekingAlpha

Labels: APA, BA, CHK, CROX, CSCO, DCX, FLR, GRMN, HLX, Jim Cramer, Lightning Round, LVLT, LVS, MDR, SBUX, SGR, SLB, TIN, UA, WYNN

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.'
Published by SeekingAlpha

Labels: AMGN, AMLN, CAKE, CAT, CLR, GOOG, JCI, Jim Cramer, LDSH, Lightning Round, LVLT, MDRX, RS, RYI, SUNW, WGOV, WHR, XTO

Greed is Bad: Caterpillar (NYSE: CAT - News), Google (NasdaqGS: GOOG - News), Texas Instruments (NYSE: TXN - News), NVidia (NasdaqGS: NVDA - News), Advanced Micro Devices (NYSE: AMD - News), Corning (NYSE: GLW - News), Apple (NasdaqGS: AAPL - News), Bunge (NYSE: BG - News), Celgene (NasdaqGS: CELG - News), Cummins (NYSE: CMI - News),Level 3 Communications (NasdaqGS: LVLT - News), Chevron (NYSE: CVX - News) and ExxonMobil (NYSE: XOM - News), Countrywide Financial (NYSE: CFC - News), Amazon (NasdaqGS: AMZN - News), Boeing (NYSE: BA - News), Colgate (NYSE: CL - News), ConocoPhillips (NYSE: COP - News),
Cramer's said his Game Plan is a bit different this week; he is listing stocks reporting next week, but wants viewers to buy only one (Corning) before its report. While he is bullish in general and still believes the Dow will hit 14,500 by the end of the year, he admits things have been a bit precarious with the disappointing Google and CAT quarters, and suggests taking some profits to avoid being dangerously greedy. Cramer calls Google a "show me" company which has to prove that it can monetize its new hires, or face a decline. While he had faith in CAT for its international exposure, the culprit was "housing, which is so horrible that it brings down anything it touches." However, he thinks the stock will regain its momentum and eventually reach $120. Cramer discussed next week's earnings reports:
Monday: Cramer would buy TXN, his favorite semiconductor, if there is a decline after the report. He suggests selling some NVDA, which is up 6 points, and would buy some back if it gets knocked down by AMD's analyst meeting.
Tuesday: CFC is "the biggest and best view" of how housing really is .... "its really bad," and remarked that the Fed will only notice when a bank, broker or major homebuilder goes under. "Hobbled horseman" Amazon will be viewed negatively no matter what it says, so Cramer would buy on a decline.
Wednesday: BA's consistency during the selloff was impressive, said Cramer who predicts the stock is going to 120. He added if it drops to below $100 before its report, he might buy. While CL is a "classic weak dollar" play, it is a bit high. While COP may face a downgrade, Cramer would buy it on a decline because he predicts it will reach $120. Cramer called GLW "the gold star" and said it is the only stock he would buy ahead of its quarter next week, because doesn't think the company would raise its dividend and buy back stock right before a major disappointment. Cramer would sell some Apple since "hogs get slaughtered."
Thursday: Since Bunge rose after last quarter's decline, Cramer predicts a repeat performance and would buy Bunge when it drops. Cramer likes Celgene long-term and recommends picking some up when it declines. Although he thinks Cummins is not finished with its run, he would take some profits, especially after CAT's upset. No one will like Level 3 Communciation's quarter, said Cramer, and he would buy this stock which is a great play on internet video.
Friday: "Wake up and smell the gasoline!" said Cramer, remarking it is greedy to stay in CVX and XOM without selling a little.
French Foreign Legion of Oil Companies: Total S.A. (NYSE: TOT - News)
Cramer continued his series on European stocks with Total, a massive integrated oil with strong production and refining assets in 27 countries. He thinks TOT is as good as Exxon, better than Chevron, and is cheaper than other major oil companies. He also thinks TOT is better and cheaper than European oils BP and Shell. TOT has a 13% stake in Sanofi Aventis, the French drug company, and Cramer hopes TOT will sell some and use the cash for "oil-related activity."
On Speculation: Tessera Technologies Inc. (NasdaqGS: TSRA - News)Cramers speculative pick for Friday is TSRA, which specializes in miniature technologies, which is a hot area since 80% of the Dram memory industry uses TSRA's technology. TSRA licenses its technology, so it has no inventory to move, and since Microsoft's Vista will be memory-intensive, there will be more demand for TSRA's technology. While the company is involved in a lot of lawsuits, TSRA is winning the cases and protecting its intellectual property. Finally, the 20x multiple is cheap considering its 31% growth rate.
CEO Interview: CEO T.J. Rodgers Cypress Semiconductor (NYSE: CY - News) and SunPower (NasdaqGM: SPWR - News)
Cramer congratulated Rodgers on a "magnificent quarter" and added that CY would be undervalued at $800 million if it spun off its power systems and services company, SunPower. Rodgers responded that while investors sometimes give him "heat" about holding on to SPWR, "the overall value of the company is reasonable." Cramer called Rodgers a visionary and a moneymaker.
Published by SeekingAlpha

Labels: AAPL, AMD, AMZN, BA, BG, CAT, CELG, CFC, CMI, CVX, CY, GLW, GOOG, Jim Cramer, LVLT, Mad Money, NVDA, SPWR, TXN, XOM

Allergan (NYSE: AGN - News)LifeCell (NasdaqGS: LIFC - News): 'I'm not going to run away from MRX now. I think Jonas Shaknai can deliver. I think you've got a good one in LIFC.'Synchronoss Technologies (NasdaqGM: SNCR - News): 'This is just the kind of consistent service business I like ... I think Goldman gave it away.'Level 3 Communications (NasdaqGS: LVLT - News)Wal-Mart (NYSE: WMT - News): ' ... the turn is at hand and, if Lee Scott leaves... plus 5... 'Time Warner (NYSE: TWX - News): 'They're going to break the company up, because it's too difficult to understand... I told my friend, Regis Philbin, recently to please not give up on TWX.'Tellabs (NasdaqGS: TLAB - News): 'Someone has to acquire them ... I am going to violate my rules... and I am going to say ... own TLAB... I hope that I don't have to pay for that one.'Celgene (NasdaqGS: CELG - News): 'I am reiterating that, if you want regular bio, you go with Celgene.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): ' ... if you want a little speculative, you go with Nastech.'
Bearish calls:
Target (NYSE: TGT - News): 'I would ring the register for TGT...'Ryanair Holdings (NasdaqGS: RYAAY - News): 'I think that oil's going to $80 a barrel ... I think this group is just really bad. Sell, sell, sell!...'Genentech (NYSE: DNA - News): ' I am saying ix-nay on your DNA, unfortunately... Sell, sell, sell!... '
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Labels: AGN, CELG, DNA, Jim Cramer, LIFC, Lightning Round, LVLT, NSTK, RYAAY, SNCR, TGT, TLAB, TWX, WMT

Aruba Networks (NasdaqGM: ARUN - News): 'Blowout quarter last week ... How about we wait for a pullback, before we back up the truck... If it goes below $20, you've got to be willing to pull the trigger.'Merrill Lynch (NYSE: MER - News): ' MER is not going to have any problem going over $100.00 ... Because MER is incredibly well-run. The sub-prime problems are in the past ... That stock needs to go higher right now. Buy, buy, buy!'Level 3 Communications (NasdaqGS: LVLT - News): 'I think this stock is going to finish the year - yes, and if I may be so bold... - at between $7 and $8. So any one of these declines is just another opportunity to load the boat up with LVLT.'Wal-Mart (NYSE: WMT - News): 'I got behind WMT in the mid-$40s, and I am not backing away now at $50. It's got much more upside.'Alcoa (NYSE: AA - News): ' I think Alcoa and Alcan are going to merge... You know I think that AA is not going to be public in a year if they don't get that deal...'Alcan (NYSE: AL - News)Dominion Resources (NYSE: D - News): 'I think that one may be a better diversified utility company than yours (Targa Resources). So let's make that switch.'Research In Motion (NasdaqGS: RIMM - News): 'That has the better fundamentals (than Palm.)'Freeport-McMoRan (NYSE: FCX - News)Qualcomm (NasdaqGS: QCOM - News): 'If you want to be in a semiconductor play that has to do with cell, I will send you to QualComm.'BHP Billiton (NYSE: BHP - News) CVRD (NYSE: RIO - News): ' ... among the cheapest mineral stocks ... It's just too darn cheap, too well-run and, ever since they were able to buy the largest nickel company ... this thing wreaks of monopoly!'Barnes & Noble (NYSE: BKS - News): 'I actually like very much the Barnes & Noble quarter, and they're buying back a lot of stock.'
Bearish calls:
Target (NYSE: TGT - News): ' ... sell, sell, sell... let's take a little off the table, and go into Wal-Mart.Aluminum Corp. of China (NYSE: ACH - News) 'The Chinese market is overheated. I liked this stock initially as a dividend play. Now that it only yields 2%.'Targa Resources (NasdaqGM: NGLS - News)Palm (NasdaqGS: PALM - News): 'You got lucky. I need you out of PALM. I would rather see you in Research In Motion ... You just lucky with that Elevation bid... I want to head to the hills, PALM. Sell, sell, sell!'Scholastic (NasdaqGS: SCHL - News): 'Oh, way too inconsistent. It's really hurt a lot of people.'Tesoro (NYSE: TSO - News): 'I want you to sell that. That move has peaked. Those margins cannot be sustained ... 'Valero Energy (NYSE: VLO - News): 'I want TSO and VLO sold.'RF Micro Devices (NasdaqGS: RFMD - News): 'I am not going to bless RFMD. Not on this show. No way ... I understand the speculative desire for RFMD, but I am not going to tell you to stay with it.'
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Labels: AA, ACH, AL, ARUN, BHP, BKS, D, FCX, Jim Cramer, Lightning Round, LVLT, MER, PALM, QCOM, RIMM, RIO, VLO, WMT

Anadarko Petroleum (NYSE: APC): 'I like APC. They loaded the boat up with properties. They still have to pay down some things.'XTO Energy (NYSE: XTO): 'I think APC is good, but I think that XTO rocks the boat, and will beat APC - in the long term race - to $100.'URS (NYSE: URS): 'They finally did something. They bought Washington Group. They got it cheaply, and the stock is, at last, on the move ... Buy, buy, buy! ... Washington is historically not a great operator. But at least there is a pulse at URS.'Level 3 Communications (NasdaqGS: LVLT): 'LVLT is going to sink or swim on the fundies. I think the fundies are good. I want to back up the truck in the mid $5s... 'Olin (NYSE: OLN): ' OLN did not buy Pioneer, they stole Pioneer! ... OLN's on the move... They suddenly have religion. Buy, buy, buy!'Carmike Cinemas (CKE): 'This is the one to play. I would sell the others and buy that one, and that's new information from me.'General Maritime (NYSE: GMR): 'Peter Georgiopolous, CEO and founder of GMR is the guy we back... He spent a lot of money buying back stock. He's got the safest yield. That's who we're going with.'Edison International (NYSE: EIX): 'EIX is one of the great... The utilities had an unbelievable bull market, but that's just one of the effects of the utilities... they're reorganized, they're terrific.'Consolidated Edison (NYSE: ED)Dominion (NYSE: D)Cisco (NasdaqGS: CSCO): 'This is a stock that is growing at 15% that has a 20x multiple ... It just didn't say the right things on the conference call ... Let's buy some CSCO here.'Toyota Motor (NYSE: TM): 'The only stock I'm recommending over there [Japanese Market] is Toyota Motor, and even that's stalledthat's stalled. Although I do like that, and I own it for my charitable trust, and I continue to buy that stock.'Vodafone (NYSE: VOD): 'I'm going to send you to Vodafone after that beautiful quarter. VOD's got growth.'Wal-Mart (NYSE: WMT ): 'You know I'm a backer of WMT down here... Good article about China and WMT in The Wall Street Journal.'Bearish calls:Stratasys (NasdaqGS: SSYS): 'Computer-aided design and automation for semiconductors. No thank you. I want you to take your money and run there. Sell, sell, sell!'Ultra Clean Holdings (NasdaqGS: UCTT): 'No ... if the semiconductor capital equipment business is in bear market mode, I don't want to touch it.'DivX (NasdaqGM: DIVX): 'We are not going back to DIVX. Sell, sell, sell! 'American Eagle Outfitters (NYSE: AEO): 'AEO is too hard for me, my friend ... I am strictly going to put it in the 'don't buy' category.'Cinemark (NYSE: CNK - News)Regal Entertainment (NYSE: RGC)Nippon Telegraph & Telephone (NYSE: NTT): 'I don't like the Japanese market at all... NTT does not have growth.'
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Labels: AEO, CNK, CSCO, DIVX, ED, EIX, GMR, Jim Cramer, Lightning Round, LVLT, Mad Money, OLN, RGC, SSYS, TM, UCTT, URS, VOD, WMT, XTO

Sole Survivor: Toyota Motor (NYSE: TM - News), Ford (NYSE: F - News), General Motors (NYSE: GM - News) and DaimlerChrysler (NYSE: DCX - News)
While Ford and General Motors are declining and Cerberus' acquisition of DCX should shrink it into a "teeny weeny auto company," Toyota will be the last big car company left, says Cramer. Although the stock is down after reporting disappointing numbers, Cramer believes TM will keep "growing and improving." Its decline in operating profit was the result of investing resources for growth, and Cramer notes TM is expanding while its competitors are shrinking. Cramer would buy TM while it is cheap.
Sweet as Honeywell (NYSE: HON - News)
Cramer continued his series on "transformational CEOs" with Dave Cote of Honeywell, who took the reins from "despised figure," Michael Bonsignore. The company was buried in asbestos problems, but since Dave Cote has taken over, the company has improved sales and cash flow. Athough it is up 10 points, Cramer is still bullish on HON.
Mad Mail: Level 3 Communications (NasdaqGS: LVLT), Syneron Medical (NasdaqGS: ELOS)
Cramer says LVLT is a good bandwith shortage play, and says CEO James Crowe is "bankable." While there is some concern over management change at ELOS, Cramer likes the company's recent numbers and says it is a "product story."
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Labels: DCX, F, GM, HON, Jim Cramer, LVLT, Mad Money, TM

Cramer’s Top 10 Stock Picks:

• Halliburton (HAL)
• Caterpillar (CAT)
  
• Transocean Drilling (RIG)
  
• Clorox (CLX)
  
• Altria (MO)
  
• Hewlett Packard (HPQ)
  
• Goldman Sachs (GS)
  
• Sears Holdings (SHLD)
  
• Fannie Mae (FNM)
  
• Level 3 Communications (LVLT)

Published by NBC10.com

Labels: CAT, CLX, FNM, GS, HAL, HPQ, Jim Cramer, LVLT, MO, RIG, SHLD

Celgene (NasdaqGS: CELG): 'I would much rather see you in something like a CELG. You know that CELG is my favorite play.'Nastech Pharmaceutical (NasdaqGM: NSTK)Incyte (NasdaqGM: INCY): 'If you want speculation ... I am going to direct you to ... INCY.'Corning (NYSE: GLW - News)W.R. Grace (NYSE: GRA - News): 'It's up 108% year over year and you know what? It's not done going up. GRA - specialty chemicals, construction... all sorts of a pastiche... I always liked it before the asbestos problem. I still like it now.'Level 3 Communications (NasdaqGS: LVLT): 'Now, c'mon man. We've been up 100%. We're up just an unbelievable amount on this thing. It's already up this year about 10%. It's pulled back. I say it's time to strike! Let's buy some more LVLT.'Rite Aid (NYSE: RAD - News): 'Mary Sammons may be one of the finest execs in the world, but I am the only guy who champions her!'Manulife Financial (NYSE: MFC - News): ' ... is the repository for some of the best mutual funds... If were doing this show from Canada, this would be the best of breed of our great country.'MetLife (NYSE: MET - News)Prudential Financial (NYSE: PRU - News)Companhia Vale do Rio Doce (NYSE: RIO - News): 'Oh, we got behind this one... RIO, at $40 bucks is still a buy. Why? Because there is a benign oligopoly of companies that own nickel mines ... RIO is going much higher.'Halliburton (NYSE: HAL - News): 'HAL has got that gigunda buyback going on. ('mon-back sound). The stock is finally moving. The whole group is rolling ... It's not done going up. It's going to keep going up.'Six Flags (NYSE: SIX - News): ' I still think Mark Shapiro is best in show. I think a ticket to Six Flags has to come down... I do like the stock at $6.'Cummins (NYSE: CMI - News):Magellan Midstream (NYSE: MMP - News): 'Now, you've got a nice 5% yield, so you're not going to be in any danger of getting hit too badly ... But! How can you not schnitzel a little after that big gain. Take some of that profit out. Start playing with the house's money!'Corning (NYSE: GLW - News): 'I'd rather see you in GLW. I'm not kidding. GLW. I think it's got some the same end markets and a better play.'Quicksilver (NYSE: KWK - News): ' ... load the boat up! That's my favorite name now that XTO Energy has moved up and rose...'Annaly Capital (NYSE: NLY - News): 'Go into NLY for heaven's sake.'
Bearish calls:
ViroPharma (NasdaqGS: VPHM): ' I got hurt by this stock so bad, that I feel like I shouldn't really opine on it. It is not best of breed.'Opnext (NasdaqGS: OPXT): 'I got behind this one. It's bouncing nicely, but I've got to tell you, this decline was really awful.'Quiksilver (NYSE: ZQK - News): ' ... that's paid way too much for a bunch of snowboard names, outdoor equipment ... stay away from that one. If you need to be in that specialty apparel game, I am going to tell you, I am not your call ... it's too dangerous to me.'Best Buy (NYSE: BBY - News): 'Holy cow! Is there a day this stock doesn't go down after that great quarter? Retail has become very, very tough.'Taiwan Semiconductor (NYSE: TSM - News): 'It is not going to go down a lot, because it has a 3% yield, but I am not going to be tricked into recommending a tech stock. ... Don't buy, don't buy.'Paccar (NasdaqGS: PCAR): ' No, no, no. We're going to go with CMI, which just split. I like it much more.'Heelys (NasdaqGM: HLYS): 'No. C'mon. I mean, way overvalued. Sell, sell, sell! They've got to come up with something better than just an indoor thing.'HFF (NYSE: HF - News): 'No. Go into NLY for heaven's sake.'
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Labels: CELG, CMI, GLW, GRA, HAL, Hot Stocks, Jim Cramer, KWK, Lightning Round, LVLT, Mad Money, MET, MFC, MMP, NSTK, NYL, PRU, RAD, SIX

Celgene (NasdaqGS: CELG): 'I want the money shifted over to CELG.'Level 3 Communications (NasdaqGS: LVLT): 'I want to pull the trigger on this. This stock has had a tremendous run. When stocks have tremendous runs, of course they come in ... It's one of these stocks that is using the incredibly low rates - 4.67% on the 10-year today... And they are refinancing, they are issuing equity instead of debt... I'm telling you to back up the truck at $6 smackers.'First Solar (NasdaqGM: FSLR): 'It's the hottest, it's the best, and it's FSLR, because it does not need a handout from the great United States of America, in order to make the numbers.'Saks (NYSE: SKS - News): 'even though they lost their CFO, I'm giving them the benefit of the doubt! I would buy the stock.'VF Corp. (NYSE: VFC - News)J.C. Penney (NYSE: JCP - News)Polo Ralph Lauren (NYSE: RL - News)Inergy (NasdaqGS: NRGY): 'This is one of those very high-yielding ... propane wholesale distribution business, which is a fabulous business, and generates a huge amount of cash flow... 'American Tower (NYSE: AMT - News): 'The tower industry is in bull-market mode for so long - longer than this show's been on. I reiterate my buy on AMT. And everybody who wants to see a great cashflow business, look at the cell phone tower business.'Vaalco Energy (NYSE: EGY - News): 'It's pulled back to $5. I think people feel it's too risky. At $5 bucks, I like it. This is speculative ... I want to be very careful.'Exxon Mobil (NYSE: XOM - News):Transocean (NYSE: RIG - News):GlobalSantaFe (NYSE: GSF - News)ConocoPhillips (NYSE: COP - News): 'I haven't liked it, but versus the others, it's got to be bought right here. Buy, buy, buy!'Qwest Communications (NYSE: Q - News): 'Dick Notebart is doing an unbelievable job. That stock just blew through $9. They got the gigantic federal contract. I think Q is going to $10, not in a heartbeat, but pretty darn soon.'American Ecology (NasdaqGM: ECOL): 'We've liked that stock very much. I like the dividend too. I want to stick with that.'
Bearish calls:
Geron (NasdaqGM: GERN): 'No, no. Way too speculative for me. Why buy a risky stock like GERN, when CELG has got less risk and more reward?...'FuelCell Energy (NasdaqGM: FCEL): 'You know I'm not a fan.'Acadia Pharmaceuticals (NasdaqGM: ACAD): 'This is one of those - they already priced the deal.'Harley-Davidson (NYSE: HOG - News): 'I am concerned. Don't buy, don't buy. I've got to do more work. Maybe I am wrong, and that HOG could go still lower.'Walgreen (NYSE: WAG - News): 'WAG is a consistent, slow-grower ... 'don't buy, don't buy' until I see whether WAG does indeed pull the trigger on Express Scripts.'Energy Partners (NYSE: EPL - News):: 'I am strictly in the sell, sell, sell mode.'Monster Worldwide (NasdaqGS: MNST): 'I was very let down by the MNST numbers. That was a clear and utter miss!'
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Labels: AMT, CELG, COP, EGY, FSLR, GSF, JCP, Jim Cramer, Lightning Round, LVLT, Mad Money, NRGY, Q, RIG, RL, SKS, VFC, XOM

Altria (NYSE: MO - News), Level 3 Communications (NasdaqGS: LVLT), NYSE Group (NYSE: NYX - News)
Cramer revisited his top 3 stock picks for 2007, noting MO is down and NYX hasn't moved yet, but reiterating his bullishness on all three. He explained NYX is crushed because of arbitrage pressure, since investors have been selling NYX and buying Euronext to make an "itsy bitsy" profit from the merger. But with next week's closing on the deal, NYX will be "kicking and screaming" and those "bum analysts" will have to raise estimates. Cramer would buy NYX before the analysts capitulate and ahead of a short squeeze. "At $93 and change, I see NYX jumping back to at least its 52-week high of [more than] $110 a share," he said.
Benefit of the Doubt: Myron Ullman of J. C Penney (NYSE: JCP - News), Terry Lungren of Federated Department Stores (NYSE: FD - News)
Continuing his series on CEOs who deserve the benefit of the doubt, Cramer said those who believed Myron Ullman when he said JCP would recover from its troubled quarter made some money, as the stock was downgraded to $77, but has recently bounced to $81. He believes JCP is "heading to new highs" and suggests staying with the stock the next time it gives a lackluster number. When Terry Lungren said FD's big miss last year would not happen again, Cramer was "wracked with indecision" and eventually abandoned the stock. However, those who were loyal to Lungren profited.
Harris Stratex Networks (NasdaqGM: HSTX) and Harris (NYSE: HRS - News)
Cramer did some homework when asked about HSTX and he said the parent company, HRS is a better stock, suggested selling the child and buying the parent, which has a mix of very strong businesses, including government communications systems, RF communications and broadcast. Recently HRS was awarded a $600 million contract from the U.S. Census Bureau for field data collection automation and is the "best play on Earth for the penetration of HDTV," Cramer said. CEO Interview: Vincent Sollitto, the CEO of Syntax-Brillian (NasdaqGM: BRLC)
Vincent Sollitto said business is "booming" with the company's Target sales and marketing campaign, and product reviews which are creating demand। When Cramer asked if BRLC is being hurt by housing, Sollitto responded that since people are holding onto their homes, they are more likely to remodel and there has been "tremendous" activity in the home theatre market; "I think it is a great time for us." Cramer is bullish but declined to give two thumbs up because BRLC is very speculative.
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Labels: BRLC, FD, Hot Stocks, HRS, HSTX, JCP, Jim Cramer, LVLT, Mad Money, MO, NYX

Bullish calls:
Boeing (BA): ' ... it's two thumbs up, way up. That Wachovia guy who downgraded BA - he is going to be so massively wrong, it is frightening... 'Transocean (RIG): ' We like RIG.'Halliburton (HAL): ' ... yes, I'll stick my neck out once again, that HAL will be good.'NYSE (NYX): 'There's a story out there ... It says that there's going to be a massive lockup expiration, where everybody can sell 20 million shares. All the bears are keying on that ... my canvas of the stock tells me that none of the big holders is going to sell that stock. That's why NYX - which is my growth stock of the year - is headed to nothing short of $200!'Hain Celestial (HAIN): 'I would recommend HAIN as best of breed.'Level 3 Communications (LVLT): 'I say you should not be worried. This stock has had a miraculous run. But, it just again cleaned up its balance sheet even more by offering stock. This is one of my growth stocks that are speculative for the year. I reiterate my buy and, if it ever goes below $6, obviously you back up the truck!'Schering-Plough (SGP): 'I would vastly prefer SGP or JNJ [to PFE].'Johnson & Johnson (JNJ)Amgen (AMGN): 'I like AMGN and I like DNA for a little bit of growth.'Genentech (DNA)American Ecology (ECOL): ' ... look at ECOL.'Unilever (UN): 'I've been watching this stock creep up, and I keep saying to myself, 'Why didn't I recommend it? I knew that a turnaround was in place . I have missed UN. My bad. Is it too late to get in? No. Buy, buy, buy!'Diageo (DEO)Rackable Systems (RACK): 'I think it's way overdone to the downside ... I think you wait until the summer, you'll catch a bounce ... you stick with RACK. I don't want to go away from it.'eBay (EBAY)USG (USG): 'The only in-housing play that I've been recommending consistently is USG... I came back and said that stock is going higher. Swap out of yours and go into USG!'
Bearish calls:
Valero Energy (VLO): ' ... don't think VLO's going to do much. It's up 3 bucks, down 3 bucks... I'd like you to take the trade off though. I just don't think that, with oil and gas this low, that you really want to trifle with any of these things to buy on the way down, so let's ix-nay that trade when it comes in a little, and let's play on the long side.'SunOpta (STKL): 'We're swapping out of STKL and we're going into HAIN... 'Georgia Gulf (GGC): 'The only in-housing play that I've been recommending consistently is... Swap out of yours and go into USG!'Pfizer (PFE): 'You've got what I call dead money ... Keep selling PFE. It's just like owning a bond, but a little less exciting.'Republic Services (RSG): ' ... when we buy a company at twice its growth rate, in terms of a P/E, it's been catastrophic for us. So I want you to sell that one - sell, sell, sell.'
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Labels: AMGN, BA, DEO, DNA, EBAY, ECOL, HAIN, HAL, Jim Cramer, JNJ, LVLT, Mad Money, NYX, RACK, RIG, SGP, UN, USG