Jim Cramer's Mad Money Review

Exxon (XOM), Conco-Phillips (COP), Schlumberger (SLB), Ultra Petroleum (UPL), Apache (APA), Anadarko (APC), XTO Energy (XTO), Arch Coal (ACI), Peabody Energy (BTU), First Solar (FSLR), Applied Materials (AMAT), MEMC Electronics (WFR), Mosaic (MOS), Deere (DE), CSX (CSX), Chicago Bridge and Iron (CBI), Jacobs Engineering (JEC), Shaw Group (SGR)
Contrary to popular belief, retail did not cause the rally in the Dow and the Nasdaq, but the culprit was oil, which is the umbrella that makes everything work. Not only did oil stocks like XOM, COP and SLB do well, but Cramer says oil will fuel other stocks the energy sector such as UPL, APA, XTO, ACI and BTU, as well as alternative energy plays FSLR (which reported a better-than-expected quarter and historically fabulous upside guidance), AMAT and WFR. Cramer considers ag stocks as members of the energy sector, given the development of ethanol, and would look at MOS, DE. He added rail such as CSX, and infrastructure, CBI, JEC and SGR will also rise with the oil umbrella.
Conviction Stock: FMC Corp (FMC)
A rally one day may spell a down day the next, and it is hard to know what a stock is really worth in this mad market, said Cramer. He was looking for a conviction stock which could give a little bit of certainty about what it was worth, and came up with FMC, a soda ash company in an underexposed sector which is currently enjoying a silent bull market. Soda ash is used to make glass, brick, water softener and most importantly, agricultural chemicals. Cramer says he feels certain that FMC will reach $70, a 30% upside.

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Labels: ACI, AMAT, APA, APC, BTU, CBI, COP, CSX, DE, FSLR, JEC, Jim Cramer, Mad Money, MOS, SGR, SLB, UPL, WFR, XOM, XTO

Agriculture's stuck for the moment, but it's still a good long-term play, Jim Cramer said on CNBC's "Stop Trading!" segment Wednesday.
"Agrium (AGU) was on a monster good call," Cramer said, referring to the company's earnings report today. "I think Mosaic (MOS) is better than Agrium."
"I was concerned that Deere (DE) would come out and not say what the market wanted," Cramer said. He added that Potash (POT) has rolled over here.
Although he thinks the sector is great for the long term, "it's not all coming together right now." Of the agriculture stocks, he called Agrium "best in show right now, other than Mosaic."
For the group to pick back up, Cramer said, oil needs to reach $100 a barrel. "You gotta have that oil component come up," he stressed.
Still, some companies might be worth a look. "I think Deere ... makes a lot of sense here." He called the company a long-term buy. "Agrium is cheap. Mosaic is cheap." Cramer added that he likes fertilizer plays the best. "The group has stalled as a contingent except fertilizer. ... I think fertilizer is a worldwide oil and food play."
Cramer also pointed to natural gas, another group to watch. He likes Ultra Petroleum (UPL). He expressed exasperation that investors kept lamenting that nothing is hitting a new high.
"These stocks hit a new high every day. Coal hits a new high every day," he said. He concluded by stating he believes the global switch to natural gas is underway.
Published By TheStreet.com

Labels: AGU, CNBC's Stop Trading, DE, Jim Cramer, MOS, POT, Stop Trading, UPL

Citigroup (C) dropped the ball on today's earnings report, Jim Cramer said on CNBC's "Stop Trading!" segment Tuesday
I got this wrong," he said. "I expected bold action ... I didn't get bold action." Cramer was expecting CEO Vikram Pandit to take more writedowns this quarter to demonstrate that the bank was righting itself. "If you took all that capital ... I don't know why didn't you take out more of the bad."
Cramer added that saving triple-A rated bonds was a fool's errand. "Every other bit of triple-A ... is backed up by agency paper that you cannot afford. ... If you hide behind triple-A, it better be the American Automobile."
Pandit's management actions were not forceful enough either, Cramer believes. "I want to see [Japanese brokerage and Citi acquisition] Nikko Cordial out ... I want to hear a repudiation of previous management. ... It's time for [board member] Bob [Rubin] to move on."
The action by Citigroup was not decisive enough. "There was a chance the stock could've been up today. ... The stock could've been up if [Pandit] went clean clean clean," Cramer said. "I just wanted bold statements. I'm not asking for Jack Bauer."
Cramer recommended trading out of Citi common stock and buying convertible preferred shares. "I would love to be able to swap this," he said.
Cramer concluded the segment by issuing caution about a pick he'd been plugging for a long time: "Agriculture went parabolic yesterday. ... When stocks go parabolic, meaning they went up $8 like Mosaic (MOS) ... If you don't take something off the table, you're going to get hurt."
The entire agriculture sector is too hot lately, Cramer added, saying to watch out for stocks such as Archer Daniels Midland (ADM) and Deere (DE).
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Labels: ADM, C, DE, Jim Cramer, MOS, Stop Trading

Cramer believes one of the fund's names, Nokia (NOK), is underrated. "Nokia just went down ... under a misperception that it was getting killed. Nokia is the winner."
Cramer added that search behemoth Google (GOOG) is "just resting" ahead of its earnings report.
Of Corning (GLW), Cramer said "Everyone is panicking." Cramer owns Corning for his charitable trust, Action Alerts PLUS.
Cramer couldn't get behind all of Magellan's names, however. "The one that is the true glass-half-full for him and half-empty for me is Staples (SPLS). I just don't like retail at all."
To conclude, Cramer reaffirmed his belief in energy and agriculture plays, saying that Canadian Natural Resources (CNQ) was "so right." He added that Mosaic (MOS), John Deere (DE), Agrium (AGU) and Monsanto (MON) are still solid stocks.
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Labels: AGU, CNQ, DE, GLW, GOOG, Jim Cramer, MON, MOS, NOK, SPLS, Stop Trading

Stick with agriculture and recession stocks, Jim Cramer said on CNBC's "Stop Trading!" segment Friday.
"Mosaic (MOS) is terrific. ... I think Agrium (AGU) is a catch-up ... to Mosaic," Cramer said. "You're going to do better with that than ... betting against Procter (PG)."
More broadly, Cramer believes the market is frantic as shorts try to cover their bets on the bond insurers. "Today's a big short-squeeze day. 'Let's short squeeze Ambac (ABK) and MBIA (MBI).'"
In the financial sector, Cramer expects more take-unders like Bank of America's (BAC) purchase of Countrywide (CFC). He foresees Washington Mutual (WMon the auction block, adding that CEO "Kerry Killinger is doing his best to do a bad job. ... Washington Mutual at $15 is like Countrywide at $8."
Cramer encouraged investors to play conservatively. "I would be partial to Coke (KO)," he said, adding that he was encouraged that commodity prices are down for the soft-drink company. Pepsi (PEP) is another good pick, he added.
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Labels: ABK, AGU, BAC, CFC, Jim Cramer, KO, MBI, MOS, PEP, PG, Stop Trading, WM

The Fuel is Greener: Deere (DE), Monsanto (MON), Bunge (BG), Mosaic (MOS), Agrium (AGU), Potash (POT)
When looking at the agriculture bull market, Cramer urged investors to think energy and not food. As oil prices rise, the pressure to develop alternative fuels from soybeans and corn will increase. This has been good news for farming stocks such as Deere, Bunge and Monsanto and especially fertilizer companies, Agrium, Potash and Mosaic. "All of these gains have been driven by demand," Cramer said and sees years of upside in this sector. However, since many agriculture stocks have already increased substantially, Cramer would wait for a decline before buying many of them.
Still Time for NYSE Euronext (NYX)
While NYX has been the worst performing stock Cramer has seen in 26 years in the business, he would stay with it. His thesis for owning the stock is unchanged and the only reason NYX went down is because "it was just going down…. Even though you hate owning it, nothing fundamental has changed for the company underneath it." In fact, NYX keeps beating estimates, its fundamentals are better than they were at the beginning of the year, and Cramer thinks this bear raid on NYX can't last forever.
Sitting on the Fed Fence: Kroger (KR), Costco (COST)
Cramer advised a wait and see strategy concerning the Fed meeting on Tuesday. A quarter point cut in rates could lead to recession fears and may bring some stocks down. On the other hand, a half a point cut could be a buying opportunity for banks tech and industrials. If it weren’t for the meeting, Cramer would suggest buying Costco and Kroger ahead of their earnings reports, but now he recommends waiting before making a move.
Meet the Mutual Fund Manager: Ron Muhlenkamp of Muhlenkamp (MUHLX) with stocks: Altria (MO), Devon Energy (DVN), Cemex (CX)
Cramer said investing in a mutual fund is really an investment in the fund’s manager, and invited Ron Muhlenkamp to discuss his strategy of finding good companies at low prices, particularly names others don’t recognize yet or like. He discussed MO, one of the fund’s holdings and said there is room to grow for DVN and CX.
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Labels: AGU, BG, COST, CX, DE, DVN, Jim Cramer, KR, Mad Money, MO, MON, MOS, MUHLX, NYSE Euronext Inc., NYX, POT

Bullish:

Boston Beer (SAM), beer brewers are in right now, so he wants to buy it at this price.
Research In Motion (RIMM), take half your profits off the table and wait for a dip in the stock to buy.
Monsanto (MON), Cramer thinks this is a buy
Deere (DE),
Potash (POT)
Bunge (BG),
Syngenta (SYT),
Mosaic (MOS),
Agrium (AGU),
XTO Energy (XTO),
Devon Energy (DVN),
Apache (APA),
Prudential (PRU),
Intel (INTC),
athenahealth (ATHN) - Cramer is bullish on this stock,
UnitedHealth (UNH).

Bearish:
Delta Petroleum (DPTR), rather have you in XTO, Devon Petroleum or Apache (APA)
Excel Maritime Carriers (EXM), too volatile to recommend at this price.
MetLife (MET)
SanDisk (SNDK). Buy Intel before you buy SanDisk.

Labels: AGU, BG, DE, Jim Cramer, Lightning Round, Mad Money Lightning Round, MON, MOS, POT, RIMM, SAM, SYT

On Tuesday's show, Cramer began by analyzing another stock that has been put on sale after Friday's drop in the market. Shaw Group (SGR) had the best earnings of the quarter so far. Cramer thinks this is time to back up the truck and load up on the stock. Cramer still likes infrastructure plays like Shaw, and the earnings make it even more attractive.
Cramer then went to the phonelines. The first caller asked about Aecom (ACM), which Cramer recommended a couple of weeks ago. Cramer said it is still one of his favorites. The next caller asked about uranium prices, which Cramer attributed to production problems, and recommended Mosaic (MOS) as a good uranium play.
Next, Cramer discussed another pick he made based on the book "Microtrends," which Cramer has been plugging for about the past week. He found that the number of people working from home is increasing, which he thinks will be profitable for Cisco (CSCO), since its products will be needed to connect people to the office, including offerings from some companies they have bought out over the past few years.
Another caller asked about the tech sector in general, and Cramer said that he is the only person bullish on tech. The next caller asked why Cramer likes Cisco, and Cramer said he thinks it will be up consistently 15% a year.
Am I Diversified?
first caller asked about five stocks: Amgen (AMGN), Under Armour (UA), PetSmart (PETM), Goldman Sachs (GS) and EMC (EMC), the latter two of which Cramer owns for his charitable trust, Action Alerts PLUS. Cramer said, "That is definite, definite diversification." The second caller named these five plays: IBM (IBM), Bristol-Myers Squibb (BMY), Pfizer (PFE), Disney (DIS) Citigroup (C), which Cramer also owns for his charitable trust.
Mad Mail: The first email thanked Cramer for the show he did on October 19, where he gave his 5 rules for investing. The writer thinks that those tips will save him money in the future. The next email asked why Cramer didn't talk about Dry Ships (DRY) when he did his dry bulk shippers segment. Cramer said that it has gone up so much that he had to pass on it. The next writer invited Cramer to his daughter's Bat Mitzvah because the profits from his stock picks are paying for it, and the last email asked what to do with some Hershey (HSY) stock they own, and Cramer said to sell it any time the stock goes up.

Labels: ACM, AMGN, CSCO, DRYS, EMC, GS, HSY, Jim Cramer, Mad Money, Mad MOney Recap, MOS, SGR

Bullish:
Lululemon (LULU) since it is up 53% since Cramer recommended it on August 3.
Stericycle (SRCL): Cramer has been behind this stock for a while and he's still recommending it.
Coach (COH): Cramer thinks you can get the stock at a discount right now.
Cramer likes Bunge (BG), Monsanto (MON), Deere (DE) and Mosaic (MOS)
DryShips (DRYS): Cramer is bullish.
Union Pacific (UNP): Likes more than BNI
Amazon.com (AMZN): Cramer thinks the stock is going up to $100.

Bearish:
BPZ Energy (BZP): Cramer needs to do some research on the stock and follow up.
Compellent Tech (CML): Cramer needs to do his homework on the stock and come back to it later.
Burlington Northern Santa Fe (BNI): Cramer likes the railroad stocks, but UNP more
American Oriental (AOB): Likes Bunge, Monsanto, Deer and Mosaic more.

Labels: AMZN, AOB, BG, BNI, BZP, CML, COH, DE, DRYS, Jim Cramer, Lightning Round, LULU, Mad Money Lightning Round, MON, MOS, SRCL, UNP

Oceaneering International (NYSE: OII - News): 'If I had my druthers going into hurricane season though, it's going to be Oceaneering.'FMC Technologies (NYSE: FTI - News): 'They are oil service oil companies that work for technical expertise to make sure that oil comes out. They are exactly what you need when you need to find hard-to-get oil.'Superior Offshore (NasdaqGM: DEEP - News): 'DEEP can't rally... I can't back away, because the fundamentals are good ... it's too cheap to sell.'Baidu.com (NasdaqGS: BIDU - News): 'This company is selling much more cheaply than Google ... I know that I'm being a little piggish, but I do like it on this little pullback.'Deere (NYSE: DE - News)Bunge (NYSE: BG - News): ' ... just hit a new high today.'Potash (NYSE: POT - News): ' ... closing in on a new high.'Mosaic (NYSE: MOS - News)Monsanto (NYSE: MON - News): 'I'd pull the trigger on MON.'Intel (NasdaqGS: INTC - News): 'INTC's a bank... they've got a lot of cash.'Graco (NYSE: GGG - News): 'This is a nuts and bolts American company that is doing very well ... I've got to stick with it. That management is just superior... It is just the kind of great American company that doesn't get talked about enough.'Public Service Enterprise (NYSE: PEG - News): 'Don't like them? Go buy them! PEG... This is one of the best utilities... these ar ramping.'Marathon Oil (NYSE: MRO - News): 'MRO - It's nuts that it keeps going down! They're doing the right thing with that Western purchase... I would buy that stock right here!'Schering-Plough (NYSE: SGP - News): 'You know I like SGP.'AECOM Technology Corporation (NYSE: ACM - News): 'its a big play off that horrible tragedy of the bridge collapsing ... remember, these stocks are not going to go up again tomorrow... So, if you have a very quick gain, c'mon... '
Bearish calls:
Starbucks (NasdaqGS: SBUX - News): 'I do like the fact that SBUX put through that price increase, but their same-store sales are anemic... They don't have great growth, but they have a great growth multiple ... I'm putting SBUX in the 'don't buy' camp. But, if it goes to $23-24, it will finally be cheap, and then we'll do some buying.'Northwest Airlines (NYSE: NWA - News): 'No, no! Too much bad stuff going on! Sell, sell, sell! Let's play it easy...'Teva Pharmaceutical (NasdaqGS: TEVA - News): 'No, let's go proprietary.'
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Labels: ACM, BG, BIDU, DE, DEEP, FTI, GGG, INTC, Jim Cramer, Lightning Round, MON, MOS, MRO, OII, PEG, POT, SBUX, SGP

NovaStar Financial (NYSE: NFI - News): ' I never do this on the show, but this stock is a call option. ... It could either double or go to zero. ... I am unbelievably blessing this stock. 6 down, 6 up, you make the call.'Marriott International (NYSE: MAR - News): 'People did not like the quarter with Marriott. ... I think that's a mistake. I think this is the level you want to pull the trigger at. Marriott is way too cheap. ... Let's get some Marriott right down here.'Qwest Communications (NYSE: Q - News): ' ... is resting after a tremendous run ... 50 cents down, 2 bucks up, that is my kind of risk/reward. BuyBuyBuy.'General Maritime (NYSE: GMR - News): 'That's our favorite. ... 6% yield ... [CEO] Peter Georgiopoulos, who is our favorite guy in the industry. ... I want you in General Maritime.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): 'It tells me that this stock could be at 15 in a month or two ... I want you in Nastech. ... BuyBuyBuy. That's 12 buys on Nastech.'Monsanto (NYSE: MON - News)Deere (NYSE: DE - News)
Bearish calls:
Harley-Davidson (NYSE: HOG - News): 'I cannot in good conscience tell you to buy Harley-Davidson. It is too risky. ... I am going to give it a Don'tBuy.'DryShips (NasdaqGS: DRYS - News): 'We're not into DryShips.'Mosaic (NYSE: MOS - News): 'The stock had a major ramp today. ... At these prices, I'm not going to get behind Mosaic.'

Labels: DE, DRYS, GMR, HOG, Jim Cramer, Lightning Round, MAR, MON, MOS, NFI, NSTK, Q

Potash (NYSE: POT - News): 'POT has been on the 52-week high list for what seems like months. I still like it ... Stay with POT.'Mosaic (NYSE: MOS - News): ' ... fertilizer ... Mosaic, Agrium and Monsanto ... these are all ag plays. And the ag complex, along with the aerospace complex, are in major bull market mode.'Monsanto (NYSE: MON - News)Agrium (NYSE: AGU - News)Cisco (NasdaqGS: CSCO): 'I think CSCO - with a lot of stock to buy back - with some great product offerings - should be bought at $26 ... we're down a buck and a half, and I think it's worth it to pull the trigger right here.'Virgin Media (NasdaqGS: VMED): ' ... hasn't even started the triple play yet. I was early in that stock. Early means 'wrong' in the parlance of Wall Street... But we're down a dollar in this stock and I think we should stay with VMED.'Clearwire (NasdaqGS: CLWR): 'It should never have gone down to $17. That was just crazy. I want to stick by CLWR. 'ViaSat (NasdaqGS: VSAT): 'I was surprised to see that stock go down too ... grows at 17%, with a 20x multiple. I think you've got to stick with it! I would even pull the trigger now that I've taken a look at it.'ING Group (NYSE: ING - News): 'I say ING is maybe one of the cheapest banks in the world. I like their online strategy. I am with you, I'd buy that stock!'Cleveland-Cliffs (NYSE: CLF - News): 'I think that CLF - which is the largest iron ore producer in this country - is going to be hard to maintain its independence. I want to buy some below $70...but I was, like you, chagrinned about that delayed earnings report.'3M (NYSE: MMM - News): 'This is a weak-dollar stock. We've got a weak dollar environment, a big Asian proprietary business. MMM has been a monster, a monster! MMM is going higher. MMM is still cheap. It can go up another two multiple points on that growth rate. I say it goes to $100. It's the strongest stock in the Dow.'Dynegy (NYSE: DYN - News):El Paso (NYSE: EP - News): 'We have been behind this company, ever since they decided to clean up their balance sheet.'Dynegy (NYSE: DYN - News)Halliburton (NYSE: HAL - News)
Bearish calls:
Harris Interactive (NasdaqGS: HPOL): 'I don't see a lot going on there ... Don't buy, don't buy.'Lamar Advertising (NasdaqGS: LAMR): ' ... even though the quarter was terrific, I worry about regulation coming in ... They make billboards that change, and they're very exciting, but maybe so exciting that they cause accidents! ... Sell, sell, sell!'HMS Holdings (NasdaqGS: HMSY): 'This stock is very expensive. It sells at more than twice its growth, so I cannot recommend it on this show. Don't buy, don't buy. But I do like that segment very much. But valuation keeps me from pulling the trigger.'Giant Industries (NYSE: GI - News): 'I myself am a seller of the refiners. I think that margins have peaked. I would sell that stock. Ring the register. You've got a gigantic gain. Please don't give that gain back. Sell, sell, sell!'
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Labels: AGU, CLF, CLWR, DYN, EP, HAL, ING, Jim Cramer, Lightning Round, MMM, MON, MOS, POT, VMED, VSAT

American Tower (NYSE: AMT - News): 'I saw the quarter this morning ... I think the tower business is a great business ... I want to reiterate off that great quarter that AMT is best in show.'Crown Castle (NYSE: CCI - News)Rosetta Resources (NasdaqGS: ROSE): 'I think that ROSE is one of these terrific independent oil companies, that is way behind the group, that should be bought aggressively here, that people do not understand.'MasterCard (NYSE: MA - News)Schlumberger (NYSE: SLB - News): 'I believe very strongly that SLB is going higher ... The stock's right at its high. If that stock pulls back to $72-73, yeah, you bet what we're going to do with that one ('mon-back sound)...'Deere (NYSE: DE - News):'We would much rather own John Deere ... That's the only game in town.'Mosaic (NYSE: MOS - News)Incyte (NasdaqGM: INCY): 'Yeah, I mean, look, it's a spec ... It's doing fine. It's 50 cents off its high. I'm not backing away from that one. I like that.'Reliance Steel (NYSE: RS - News): 'I had been tempted - because we'd been up about 25 points from recommending RS - I was tempted to say ring the register, take profit. No. There's still too much opportunity. RS remains on my buy list.'Allegheny Technologies (NYSE: ATI - News):"The steels are still going higher."Yamana Gold (NYSE: AUY - News): 'We've caught more than a double there.'Kinross Gold (NYSE: KGC - News): ' ... We have started to cotton up to Kinross Gold.'Golden Star Resources (AMEX: GSS - News)
Bearish calls:
Sirius Satellite Radio (NasdaqGS: SIRI): 'I am increasingly nervous that Mel Karmazen ... is not going to get his wish and make that big merger. If he doesn't, that stock stays... maybe even goes lower. Maybe goes to $2. If he does, you make money. So, you're talking about 80 cents down, and $3 up. Why not pull that off? Because the 80 cents down could out first. Don't buy, don't buy ... I fear that one of those companies will go out of business.'Capital One Financial (NYSE: COF - News): 'This is very hard ... COF has mortgage problems. And while the mortgage market's gotten better, that acquisition they made of Greenpoint and North Fork - it's not working for them. So I have to tell you - sell, sell, sell!'Daktronics (NasdaqGS: DAKT): 'I want you - even down here - to sell it. Sell, sell, sell! And, I've got tell you something, it's a bit of a trainwreck when it comes to forecasting, and I'm very negative on that.'VeraSun Energy (NYSE: VSE - News): 'Ix-nay on the ethanol! 'Dendreon (NasdaqGM: DNDN): 'I think a lot of the upside is already in ... I think it's gotten too expensive. I don't think there's any more upside, even with the final approval.'US Gold (AMEX: UXG - News): 'No, no. We've anointed our gold, and we're not going to deviate.'
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Labels: AMT, ATI, AUY, CCI, COF, DAKT, DE, DNDN, GSS, Jim Cramer, KGC, Lightning Round, MA, MOS, ROSE, RS, SIRI, SLB, UXG, VSE

Alcoa (NYSE: AA - News), Alcan (NYSE: AL - News), Cleveland Cliffs (NYSE: CLF - News): Cramer would play AA's bid for AL by purchasing some CLF, even though it is at its 52-week high. He noted CLF is a $3 billion company with a "tremendous" repository of iron, and he predicted iron will soon be in short supply. Cramer reiterated his comment that AA will not be public by next year; "This sector is so fluid, that I would not bet against anybody. Everybody's for sale."
Apple Inc. (NasdaqGS: AAPL), Boeing (NYSE: BA - News) and Deere & Co. (NYSE: DE - News): Cramer predicts these three will be breakout stocks, since Apple will release its iPhone next month, the aerospace cycle is "amazing," and agriculture is healthy; "we're off to the moon with DE," commented Cramer. He observed that while the stocks seem expensive on 2007, they are cheap on next year's earnings, and resolved to trade in his Zanderphone (referring to Motorola's CEO Ed Zander) for an iPhone.
Cameco (NYSE: CCJ - News) and Mosaic (NYSE: MOS - News): Cramer likes CCJ and MOS as a plays for producing uranium from phosphates but would wait until the stocks pull back because they have both have increased substantially. He prefers MOS since it has agriculture to fall back on.
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Labels: AA, AAPL, AL, BA, CCJ, CLF, DE, Jim Cramer, Mad Money, MOS

Airgas (NYSE: ARG - News): 'They keep beating the numbers. It's had a couple of points pullback. You know what that means. C'mon. ('mon-back sound)... ARG is a winner here.'Akamai Technologies (NasdaqGS: AKAM): ' ... when we start doing digital video, I am going to gravitate, if not migrate, to AKAM. A very solid report out just today about how good they're doing. The stock closed up a little bit. Let's hope it comes down so we can buy some.'DivX (NasdaqGM: DIVX): ' ... if you're going to do digital video, you know we're going to do DIVX.'Vertex Pharmaceuticals (NasdaqGS: VRTX): 'I am always shocked that VRTX is still independent, given their strength in the hepatitis area. I've got to believe that someone takes them out eventually. In the meantime, it's doing really well. I want to stick with VRTX. I think that that is a buy, buy, buy. 'HealthExtras (NasdaqGS: HLEX): 'It's another network pharmacy cost-saving play.... That whole quotient ... Every one of those is going to do well, if you get the slowdown that I'm expecting...'MedcoHealth (NYSE: MHS - News)Express Scripts (NasdaqGS: ESRX)Terra Nitrogen (NYSE: TNH - News): 'You should keep thinking, and you should pull the trigger.' Mosaic (NYSE: MOS - News): 'Hey, how about MOS - which was the one that we chose - upgraded again today, which is just on fire.'Sociedad Quimica (NYSE: SQM - News): 'Don't forget the SQM - at a 52-week high. We have owned this fertilizer trade with the SQM.'M&F Worldwide (NYSE: MFW - News)American Ecology (NasdaqGM: ECOL): 'It's got a 3% yield. It's kind of stalled here. You know I do like the waste business. This is toxic waste. I'm not backing away.'Harris (NYSE: HRS - News): 'You know we're a big buyer of HRS. HRS is the ultimate high-def play .. It's up a little bit. I say stay long it. It's good. It's a low-multiple tech stock.'NYSE Euronext (NYSE: NYX - News): ' I feel that this stock - which is all the way back down to where I recommended it - is ready to be re-charged... I think NYX, the numbers are understated. I'm going back to NYX, and I am telling you to not be perturbed. I am telling you to buy. Buy, buy, buy!'Wheeling-Pittsburgh (NasdaqGM: WPSC): 'I recommended this stock literally right here, about two years ago. It's still sitting here. Every other steel company is going up.'Reliance Steel (NYSE: RS - News): 'I'm going to recommend RS for the takeover basis.'Nucor (NYSE: NUE - News): 'I'm going to give you NUE on the earnings basis.'
Bearish calls:
Sonic Solutions (NasdaqGS: SNIC): 'No... No, no.'CMGI (NasdaqGM: CMGI): 'I think we're in a shakeout market here, after this selloff... I think there's another day for it. Can we please wait, to let that stock go under $2, before we pull the trigger? Sell, sell, sell!'
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Labels: AKAM, ARG, DIVX, HRS, Jim Cramer, Lightning Round, Mad Money, MFW, MHS, MOS, NUE, NYX, RS, SQM, TNH

Bullish Calls:
FedEx (NYSE: FDX - News): 'Now, this number wasn't that great, and the commentary wasn't that great but, you know what? I still think that FDX is a company worth owning long term, because it does not have a multiple on its growth rate, and because the management is superior to everyone else in the industry...'Bear Stearns (NYSE: BSC - News): 'You're still down 20 points from the high. Jimmy Kane is a great CEO... BSC... sells at a ridiculously low multiple to book. How can people not understand that this man knows the mortgage market nine ways to Sunday, and yet they still try to slam it. They're wrong ... that stock goes higher. I say 'all aboard!'Flow International (NasdaqGM: FLOW): 'FLOW is the best in show. Ultra-high water pressure, water jet... I think FLOW goes higher.'XTO Energy (NYSE: XTO - News): ' ... you move into my favorite, XTO!... 52-week high.'Dean Foods (NYSE: DF - News): 'I think the world of DF... I believe that you get long, you get that dividend, and then the stock goes right back up. DF - pull the trigger right now, ahead of the dividend! I want people in D.'Clearwire (NasdaqGS: CLWR): 'I am telling people to buy more CLWR... I have tremendous, tremendous faith in the management. And, if they hadn't priced it [the IPO] so darn high, I think we'd already be making money on the darn thing. So I say stick with it.'Nastech Pharmaceutical (NasdaqGM: NSTK): ' ... go into that NSTK. They have got a better chance of hitting it out of the park...'Chipotle Mexican Grill (NYSE: CMG - News): ' ... the highest hospitality quotient of any company I deal with...'Heinz (NYSE: HNZ - News): ' ... offering you both capital appreciation and capital protection Two thumbs up for HNZ. It's a reinvented company with 200 new products. HNZ rocks!'Garmin (NasdaqGS: GRMN): 'There'll be a selloff in the market, and you'll be able to buy GRMN cheaper than it is... I happen to like the stock, but I'm not paying $55 for it... It's too high. I like it. Let's be patient.'Mosiac company (NYSE: MOS - News): 'The way you buy a MOS is you wait for a big selloff. MOS happens to be my favorite fertilizer company. MOS can go back to $25 in a pullback and, only then do I advise that you pull the trigger!'Crown Castle (NYSE: CCI - News): 'CCI's my favorite; that's best of breed.'SBA COM (NasdaqGS: SBAC): 'SBAC is a good stock too.'
Bearish calls:
Usana Health Sciences (NasdaqGS: USNA): 'I wouldn't want to own USNA... 'Cabot Oil & Gas (NYSE: COG - News): 'COG is a really good company ... You've had a big run in COG. You ring the register, and you move into my favorite, XTO!... 52-week high.'People's Bank (NasdaqGS: PBCT): 'This is actually a tough one ... even though I know it's a well-run bank, I am going to have to put yours in the 'don't buy, don't buy' camp.'Empire Resorts (NasdaqGM: NYNY): ' ... I am saying don't buy, don't buy, to NYNY.'Fuel Tech (NasdaqGM: FTEK): 'I believe in this company, but I cannot get behind a company that sells at a 90x multiple. It's too rich for me.'Applebee's (NasdaqGS: APPB): 'I think APPB is going to be put for sale ... But, you know what? APPB is not that great a company ... swap out of APPB, and get into CMG.'Acadia Pharmaceuticals (NasdaqGM: ACAD): ' that is a dice-roll company - I am going to say ix-nay on the ACAD.'SBA COMM (NasdaqGS: SBAC): ' I like CCI more, but your SBAC is a good stock too.'
Published By SeekingAlpha

Labels: APPB, BSC, CCI, CMG, COG, DF, FDX, FTEK, HNZ, Jim Cramer, Mad Money, MOS, NYNY, XTO