Jim Cramer's Mad Money Review

Bullish
Proctor and Gamble (PG), better play than Unilever in this sector.
ValueClick (VCLK), Cramer thinks that this stock is still a buy.
UPS (UPS), bullish on the stock over the long term despite the current slowdown in the economy.
Omniture (OMTR), Cramer is bullish on the stock, and thinks that it will get bought out in the next year.
Aecom (ACM), still a great infrastructure play and that it is still cheap.
KBR (KBR),
Foster Wheeler (FWLT),
Salesforce.com (CRM) - likes their product and their sales model
Oracle (ORCL).

Bearish
Taser (TASR) - it is time to cash out
Smith & Wesson (SWHC).

Labels: ACM, CRM, FWLT, Jim Cramer, KBR, Lightning Round, Mad Money Lightning Round, OMTR, ORCL, PG, VCLK

Procter & Gamble (PG): Procter & Gamble is cheap to the mid-$70s. Stay in it.
Dominion (D): Cramer gives it the triple buy!
Omniture (OMTR): "Stock is going to $35. Do not sell."
Boeing (BA): Sotck goes to $120. Boeing "all aboard."
Ceragon Networks (CRNT): "Just go buy Cisco (CSCO)"
Intuitive Surgical (ISRG): Wait until you have $10,000 or more. Cramer endorses the stock.
Archer Daniels Midland (ADM): Buy Deere (DE), Monsanto (MON), and Bunge (BG) instead. "52 week high."
Seagate (STX): Cramer doesn't like the disk drive stocks, and thinks you should go with Intel (INTC) or Hewlett-Packard (HPQ).
Chevron (CVX): Cramer thinks you have to own the stock unless you own ExxonMobil (XOM) or ConocoPhillips (COP).

Labels: ADM, BG, COP, CRNT, CSCO, CVX, D, DE, HPQ, INTC, ISRG, Jim Cramer, Lightning Round, Mad Money, MON, OMTR, PG, STX, XOM

PepsiCo (P'EP), Kellogg (NYSE: K - News), Nova Chemicals (NYSE: NCX - News), Schering-Plough (NYSE: SGP - News) and Celgene (NasdaqGS: CELG - News), EMC (NYSE: EMC - News)
In the aftermath 0f last week's carnage, Cramer urged investors to search in the rubble for damaged stocks but not damaged companies. One indicator that the damage is only skin deep is if the companies reported great quarters right before the selloff. However, financial and housing stocks are simply no good, according to Cramer. While Pepsi and Kellogg both reported great quarters, Pepsi jumped and then gave back its gain while Kellogg went flat. He prefers Pepsi to Coke and thinks this $66 stock is really worth $80. Cramer predicted Kellogg will have a great quarter. He considers both stocks to be an antidote for a slowing economy. Concerning NCX, Cramer said the quarter was strong and he thinks the company will be taken over. Cramer likes SGP and CELG, even though the latter stock is up. Cramer liked EMC's quarter so much, he bought the stock, and he says the company's spinoff of VMWare will be VMware "the sexiest initial public offering of the year."
Boeing (NYSE: BA - News) and Lockheed Martin (NYSE: LMT - News)Cramer predicts BA and LMT will go to $120, since both had been at $80 and are now around the $100 mark. BA is producing fuel-efficient planes which hold more passengers and is not affected by the domestic economy. Cramer would buy a maximum of 100 shares incrementally. He adds LMT is a good play on the Iraq War, since the defense budget is "huge." Cramer added LMT is a good international stock and is a "buyback king."
Adobe (NasdaqGS: ADBE - News)
Cramer feels secure about the tech because the sector usuallly does well in the late summer and it has the least exposure to housing ills. He likes ADBE right now even more than Microsoft because he thinks the third and fourth quarter will benefit from sales of Creative Suite 3, the "best software for publishing."
Mad Mail: Transocean (NYSE: RIG - News) and Omniture (NasdaqGM: OMTR - News)
Cramer calls RIG the most creditworthy company apart from Schlumberger, but he would recommend selling some gains. He adds that he hopes those who saw a $4 jump for OMTR sold some stock.
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Labels: ADBE, BA, CELG, EMC, Hot Stocks, Jim Cramer, K, LMT, Mad Money, NCX, OMTR, RIG, SGP

Bullish calls:
EMC (NYSE: EMC - News)Wal-Mart (NYSE: WMT - News): 'How about taking a little bit of money out of Target and putting it into Wal-Mart?'Cisco Systems (NasdaqGS: CSCO - News): 'Move into the Cisco.'Acadia Pharmaceuticals (NasdaqGM: ACAD - News): 'Lots of ways to win. ... However, this group is under a cloud. ... You need to be patient, but I reiterate buy Acadia Pharma.'Omniture (NasdaqGM: OMTR - News): 'There is nothing like Omniture. It is the super-Nielsen of the Web. ... Stick with Omniture.'TOP Tankers (NasdaqGS: TOPT - News): 'All tanker stocks are hitting their 52-week highs. ... Yours doesn't pay the big dividend, but I'm not going to move away from that dry bulk group. It's really terrific.'Frontline (NYSE: FRO - News)Advanced Micro Devices (NYSE: AMD - News): 'I like semiconductors. ... Far be it from me to recommend selling any semiconductor stock.'Cal Dive International (NYSE: DVR - News): 'The perfect stock to own going into hurricane season. ... I like that stock, but people know I like the group.'Hercules Offshore (NasdaqGS: HERO - News): 'That symbol is HERO. It is my hero. ... As good as HERO is, I am still going to tell you that RIG, and Schlumberger are better.'Transocean (NYSE: RIG - News)Global Santa Fe (NYSE: GSF - News)Schlumberger (NYSE: SLB - News)Southern Copper (NYSE: PCU - News): 'It's a monster! It's on the move!'Freeport McMoRan Copper & Gold (NYSE: FCX - News)
Bearish calls:
Target (NYSE: TGT - News): ' ... 52-week high, took everybody by surprise, up $4. ... I think it's time to do a little schnitzel. ... How about taking a little bit of money out of Target and putting it into Wal-Mart?'Juniper Networks (NasdaqGS: JNPR - News): ' ... 52-week high. ... Swap out of the Juniper. Move into the Cisco.'XM Satellite Radio (NasdaqGS: XMSR - News): 'There's no way we can be in that. ... I'm going to give you a Don'tBuy.'Sirius Satellite Radio (NasdaqGS: SIRI - News)Diageo (NYSE: DEO - News): 'I think Diageo is just okay here.'
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Labels: ACAD, AMD, CSCO, DVR, EMC, FCX, FRO, GSF, HERO, Jim Cramer, Lightning Round, OMTR, PCU, RIG, SLB, TOPT, WMT

I'ts a Given: Given Imaging (NasdaqGM: GIVN - News)
Cramer's speculative pick on Friday was Israeli wireless medical imaging company, GIVN, which is perfecting a PillCam video capsules which are a more comfortable, convenient way of checking for gastronomical problems than traditional methods. He pointed out his track record of making viewers money with medical device companies such as Hansen Medical, Micrus Endovascular,Kyphon, and Intuitive Surgical, and he feels the technology behind the PillCam is much simpler than that of other devices. While investors are taking a "calculated risk" Cramer expects big earnings from Given and notes its guidance inspires confidence.
Big Brother is Watching You: Omniture (NasdaqGM: OMTR - News)
The next big thing in internet advertising is OMTR, according to Cramer, since the company monitors what people are watching online; "With Omniture, you can tell advertisers what is hot at the exact moment," Cramer said. The time for Yahoo, Google and Microsoft to buy this stock was yesterday, Cramer commented, and if OMTR's shares were valued the same as Microsoft valued aQuantive's before the acquisition, OMTR would be sitting at $35 instead of $2o.66. The company gave a secondary offering and sold 8 million shares at $18, which is an indication that " no amount of stupid sellers can knock this thing down ... There's too much demand." However, Cramer warned he is recommending this speculative stock on a takeover bid and not on its margins.
Game Plan for the Coming Week: Bear Stearns (NYSE: BSC - News), XTO Energy (NYSE: XTO - News), Medco Health (NYSE: MHS - News), Express Scripts (NasdaqGS: ESRX - News), Nike (NYSE: NKE - News), Kroger (NYSE: KR - News), Oracle (NasdaqGS: ORCL - News), McCormick (NYSE: MKC - News), Rite Aid (NYSE: RAD - News), Research In Motion (NasdaqGS: RIMM - News)
Cramer said the failure of two hedge funds does not spell bad news for BSC, which he would buy on Thursday. The cause was a hedge fund manager's "stupid mistake" and Cramer doesn't think BSC is dependent on the success or failure of the funds. He would pay attention to companies such as XTO, MHS and ESRX which are speaking at the Wachoviaand Jeffries conferences next week. He suggests setting up half a positon in NKE before its earnings report and the other half after a subsequent drop. Cramer would buy KR, since it doesn't get enough respect, as well as Oracle and thinks MKC is a good low-risk stock. He predicts RAD, which reports on Thursday, will continue to "motor up" and he would buy it on any weakness. For those who don't yet own RIMM, Cramer suggests picking it up after its earnings report.
Mad Mail: Posco (NYSE: PKX - News), Cummins (NYSE: CMI - News), Spartan (NasdaqGS: SPAR - News)
Although he didn't mention the PKX when he discussed 20 of Buffett's stock picks on Thursday's Mad Money program, Cramer thinks it is a good, inexpensive steel company. Cramer thinks CMI is still rising but would beware of SPAR, which is down a two points.
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Labels: BSC, CMI, ESRX, GIVN, Jim Cramer, KR, Mad Money, MHS, MKC, NKE, OMTR, ORCL, PKX, RAD, RIMM, SPAR, XTO

A Look at IPOS: Omniture (NasdaqGM: OMTR)
Cramer suggests avoiding IPOs that are "blank check companies" and don't predict profits by 2008 or 2009. With 67 initial public offerings totaling $11.9 billion this quarter, there are many good IPOs to choose from. While the media often alleges IPO mania, Cramer notes if an investor does homework, there is no danger of falling for bad IPOs. On the subject of blank checks, or companies which have no expressed purpose other than to buy other companies, Cramer despaired of the SEC's "hands off" policy and added; "Someone should be warning people that these IPOs are bad, but no one is doing it." Cramer likes OMTR because it reminds him of Akamai Technologies, and while it doesn't yet make a profit, he predicts OMTR will be "gigantic." He would not wait for the company to be profitable before getting in. He reiterated investors should not believe the hype about IPO mania but should "believe the articles which say this company is better than others."
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Labels: Jim Cramer, OMTR, Wall Street Confidential

Bullish calls:
Apple (NASDAQ: AAPL - News): 'Even on a little teeny-weeny pullback, because they're my stocks of the year, they're still worth buying.'Disney (NYSE: DIS - News)McDonald's (NYSE: MCD - News)Omniture (NASDAQ: OMTR - News): 'Yes, Piper Jaffrey had the audacity to take a stock, that I think is the future of the internet, and take it to a sell, sell, sell. I'm doing a buy, buy, buy. You cannot look at the web, and know what people are looking at, without OMTR software.'Melco PBL Entertainment (NASDAQ: MPEL - News): 'People are leaving the table. They think Macau is played out ... but I think that MPEL is cheap. I want to buy it. I would play going into another position.'Sears Holdings (NASDAQ: SHLD - News): 'You're talking about heresy, if you're thinking about selling that one. That's my friend, Eddie Lampert, that is running the store there. And I believe that this stock is marking time after a phenomenal run - 35% year over year ... I do not condone selling the stock. Stay long SHLD.'
Bearish calls:
New York Community Bancorp (NYSE: NYB - News): 'It is a good merger candidate... but you can't speculate on a company for a takeover, if the fundamentals are deteriorating ... it is the kind of company that actually does badly when you hear about this thing called the inverted yield, where the interest rates you get on cash are pretty much the same as for what they lend money out ... you have to be able to weather the possibility of a big decline in earnings at NYB ... it's most certainly a 'don't buy, don't buy.'Sirius Satellite Radio (NASDAQ: SIRI - News): 'I befriended Mel Karmazen [SIRI's CEO], and I am giving myself 30 lashes right now ... because I cost people. That stock went from $4 to $3.70, because he did not make his projections. Without a takeover, Mel Karmazen is not going to make you a lot of money... Stay away, unless he's going to merge, and you will know when he wants to merge. 'Charter Communications (NASDAQ: CHTR - News): 'People are buying CHTR - they believe the first thing that Time Warner will do is buy CHTR. If they buy CHTR, I can tell you, it will be at this (current) price. I reiterate ka-ching, ka-ching, ka-ching (i.e., sell).'Conexant Systems (NASDAQ: CNXT - News): 'I am concerned about CNXT's balance sheet, which is why I aggressively recommended sell, sell, sell, slightly higher - actually 80 cents - from here.'U.S Global Investment (NASDAQ: GROW - News): ' It's delivered a 250% return. ...hogs get slaughtered. Let's take a little off the table, and let the rest ride.'

Labels: AAPL, CHTR, CNXT, DIS, GROW, Jim Cramer, Lightning Round, Mad Money, MCD, MPEL, NYB, OMTR, SHLD, SIRI

Four Dividend Gifts: U.S. Bancorp (NYSE: USB - News), National City (NYSE: NCC - News), Asbury Automotive (NYSE: ABG - News), and United Online (NASDAQ: UNTD - News)
Cramer listed four stocks that "keep on giving" with their great dividends. U.S. Bancorp has a 4.4% yield and a 35 year history of consistently raising its dividend, Cramer observes, adding that it has a good buyback program and a "pristine balance sheet." In addition to National City's 4.2% dividend and its "big fat buyback" Cramer applauds the company for getting rid of its low-margin mortgage business and setting up a position in Florida. ABG, which sells cars in the $30,000 to $35,000 range has good earnings growth, comments Cramer, and has the money to raise its 3.3% dividend. Finally, Cramer calls UNTD "the big one" with a 6.1% dividend and a "serious growth business."

Hot and Cool: Omniture (NASDAQ: OMTR - News), InnerWorkings (NASDAQ: INWK - News), Riverbed (NASDAQ: RVBD - News), DivX (NASDAQ: DIVX - News) and Acme Pocket (NASDAQ: APKT - News)
Last week, Cramer discussed "hot stocks" and said that OMTR, INWK and RVBD were not "too hot to buy," and are good for the next six to nine months, but on Friday he emphasized that he would sell DIVX. Cramer's fifth hot stock is APKT, which is a pioneer in the Internet telephony business and "hasn't even started to run yet." Cramer notes that it has reported good profits for four consecutive quarters, has "massive revenue growth" and, since it is covered by only five analysts, APKT has upgrade potential. Although those who hold the stock on the April 10th expiration of its share lockup will be hurting, Cramer assures investors that they have a few months to watch the stock rise and says ACME is "too cool not to handle, and it is far from being too hot."

Desperate Hedgies: Apple (NASDAQ: AAPL - News), Google (NASDAQ: GOOG - News), Goldman Sachs (NYSE: GS - News), Research In Motion (NASDAQ: RIMM - News), AIG (NYSE: AIG - News), Devon Energy (NYSE: DVN - News), Johnson & Johnson (NYSE: JNJ - News) and Halliburton (NYSE: HAL - News)
Hedge fund managers whose funds have not been doing well in the past year are frantically selling stocks such as APPL, GOOG and GS which are "symbolic of the market" to make it seem as if the performance of their funds is related to the health of the Dow. Instead of worrying, Cramer suggests investors use this "short-term, rumor-down market" to pick up some good quality stocks such as RIMM, AIG, DVN, JNJ and HAL at low prices; "After buying them on the cheap next week, take them in 2007 and enjoy it," he said.
CEO Interview: Bruce Williamson Dynegy (NYSE: DYN - News)
Bruce Williamson said that his company's deal with LS Power will increase assets under management by 70% and will add more cash flow. When asked how the deal will affect DYN's exposure to natural gas, Williamson replied, "With LS Power, it is going to to drop our exposure of a dollar move of natural gas down from 10% of EBITDA to a 4% move in EBITDA... It stabilizes the platform." Cramer applauded Williamson and called him a "winner."

Labels: AAPL, ABG, AIG, APKT, DIVX, DVN, DYN, GOOG, GS, HAL, INWK, Jim Cramer, JNJ, Mad Money, NCC, OMTR, RIMM, RVBD, UNTD, USB

Hot Stock #1: Omniture (NASDAQ: OMTR - News)
Cramer devoted the program to discussing "hot stocks," and began with Omniture which produces software that allows websites to collect and analyze user-generated data; its clients include Time Warner's AOL, Expedia, and Ford. Omniture was a "sleepy, ignored -- even disliked -- IPO that came out last summer," he said, but later started to run, and Cramer thinks that a disappointing IPO which later picks up steam is a stock people are not likely to abandon. The company is a best of breed in a growing business and is expanding faster than its rivals. However, Cramer warns that since the stock went public in June, analysts have "rolled out buy and buy after buy" on OMTR which has just three holds, and he believes that this situation sets OMTR up for downgrades. Cramer also notes that the share lockup expires on December 26, when holders may start to sell. Those who already own the stock should hold it, according to Cramer, and buyers should wait until after December 26 to take advantage of low prices following a selloff.
Related: Jeff Molander discusses OMTR and the growth market for web advertising.
Hot Stock #2: Gmarket (NASDAQ: GMKT - News) with Yahoo (NASDAQ: YHOO - News)
Although Cramer has recommended eBay, he suggests investing in a company that has more growth potential, and suggests taking a look at South Korea's answer to eBay, Gmarket, which Cramer says is "viscerally more pleasing than eBay" and whose revenues in Korea have already surpassed those of its larger rival. Not only is Gmarket's revenue up 125% year over year, but it has no debt, and is "massively undervalued" compared to eBay and Amazon, says Cramer. In addition, Yahoo owns 10% of the company and is helping it expand beyond Korea. Gmarket is an IPO and its share lockup expires on Wednesday. Cramer suggests doing some homework and buying shares after Wednesday.
Related: Highlights from Gmarket's SEC filing
Hot Stock #3: Melco PBL Entertainment (NASDAQ: MPEL - News)
Cramer has talked alot about Macau, a city off the coast of China where gambling has flourished, and many companies including Las Vegas Sands have set up casinos there. Since the gambling industry is still in "the early innings of the Macau story," Cramer believes that it is worth looking at MPEL, the first pure play on Macau. Cramer recommends buying the IPO which may open between $16 and $18, but would be cautious after $25, and suggests selling at $40.
Related: Abbi Adest presents a profile of MPEL in a report on This Week's IPOs.
Mad Mail: Baker Hughes (NYSE: BHI - News) and Halliburton (NYSE: HAL - News), Best Buy (NYSE: BBY - News) and Costco (NASDAQ: COST - News)
Cramer told a viewer that he likes both BHI and HAL, but noted that HAL is less expensive. He said that BBY it "too cheap" and would stay with it, although it has been hurt somewhat by competition from COST which is also doing well.
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Labels: BBY, BHI, COST, GMKT, HAL, Jim Cramer, Mad Money, MPEL, OMTR, YHOO