Jim Cramer's Mad Money Review

On the Offense: Research in Motion (RIMM), Apple (AAPL), Intuitive Surgical (ISRG), VMWare (VMW)
Continuing his sports analogies from yesterday's show, Cramer told viewers it is essential to look for good offensive players which will be wide receivers providing fast growth. He compares Research in Motion to Randy Moss of the New England Patriots, because both players always meet or surpass expectations and have momentum. Terrell Owens of the Dallas Cowboys gets the touchdowns and Apple gets the media coverage. Cramer likes Apple, but thinks it may be setting prices too high. No stock can move 100 points faster than ISRG, and the company has as much speed as Santana Moss of the Washington Redskins. Two rookie wide receivers which dominate the field are VMware and Calvin Johnson of the Detroit Lions. He considers the IPO to be rookie of the year.
Tight End: AT&T (T),Consolidated Edison (ED), Enterprise Products Partners (EPD)
Cramer searched the market for the ideal tight end, a stock which has protection against downside risk and has potential to rise. He compared AT &T, which its 3.6% yield and 1.7 million subscribers to solid Antonio Gates of the San Diego Chargers. ED and Tony Gonzales, tight end for the Kansas City Chiefs are both solid and consistent, and ED has a dividend of 5.1%. While EPD is a bit of a sleeper, it has a 4.65% yield, and is like Jason Witten, who has great potential.
Inverness Medical Innovations (IMA), Medco Health Solutions (MHS), Herbalife (HLF)
Inverness a one-stop shop for diagnostics may be a takeover target for Johnson & Johnson or Procter & Gamble, according to Cramer, who likes it as a long-term play and gives it a triple buy. A potential catalyst is its impending acquisition of Chlolestech, and news is expected to come out on Wednesday. Cramer also likes MHS, which has risen 30% since his recommendation as well as Herbalife (HLF)
Mad Mail: Sirenza Microdevices (SMDI) and RF Microdevices (RFMD), Verifone Holdings (PAY)
When asked if SMDI will be buying RFMD, Cramer answered in the affirmative and said he likes SMDI, but doesn't feel confident about stocks levered to cell-phone components. Concerning PAY, Cramer said he blew it when he recommended the stock.
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Labels: AAPL, ED, EPD, HLF, IMA, ISRG, Jim Cramer, Mad Money, MHS, PAY, RFMD, RIMM, SMDI, T, VMW

JPMorgan Chase (NYSE: JPM - News): 'I think that the company itself is really good. At $47, nice 9% pullback. Probably worth buying, but let me tell you something... It doesn't yield 3%... 'Bank of America (NYSE: BAC - News): 'I've got BAC that yields 4% ... This stock should pull back .... If it goes below $20, then you do a little buying. 'Jones Soda (NasdaqCM: JSDA): 'But JSDA, other than HANS, is the fastest grower out there. I'm doing a lot of work on JSDA... Do not lose sight of that!'Hansen Natural (NasdaqCM: HANS)Accuray (NasdaqGM: ARAY): 'I think you're fine.'Harsco (NYSE: HSC - News): 'I think that this is a quintessential great industrial management company ... that's the kind of stock to buy right here. HSC, only about $1 off its high, but notice how it's held up. It is not that linked to housing. It is mostly industrial equipment.'Cummins (NYSE: CMI - News)Parker-Hannifin (NYSE: PH - News)Caterpillar (NYSE: CAT - News)Terex (NYSE: TEX - News)Lamson & Sessions (NYSE: LMS - News): 'Remember, I felt that this company is a natural to be acquired. They are in talks ... I think this company is worth substantially higher than where it's selling ... I am not worried about the earnings, and the P/E is very low. In other words, continue to buy LMS... 'VeriFone (NYSE: PAY - News): ' I think that PAY - which is linked to retail - is a fabulous stock. I am surprised it's come down this much from its high. I actually want to load up the truck with PAY right here. That's too cheap!'Charter Communications (NasdaqGM: CHTR): 'Do not lose heart! This is a play off of what I regard as being the 'virtuous circle' of being able to refinance, now that rates have come down... CHTR is good ... I want you to buy it.'Comcast (NasdaqGS: CMCSA)Time Warner (NYSE: TWX - News)Allegheny Technologies (NYSE: ATI - News): 'Don't forget that you need ATI steel when you build an ethanol plant, and that stock's off nicely from its high. I'm pulling the trigger right here!'Disney (NYSE: DIS - News): 'DIS is doing very well, it's got superior management. It's pulled back $1.50. I'll pull the trigger on DIS.'
Bearish calls:
Six Flags (NYSE: SIX - News): 'is a speculative stock ... I did not put that in the same league as DIS... I will wait until we go to Six Flags, before I will make the determination.'
Bearish calls:
Valero Energy (NYSE: VLO - News): 'I am beginning to think that VLO has had its run. Sell, sell, sell!'
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Labels: ATI, BAC, CAT, CMI, DIS, HSC, Jim Cramer, JPM, LMS, PAY, PH, SIX, TEX, TWX, VLO

Labels: CMX, ESRX, FSLR, GT, Jim Cramer, Mad Money, MHS, PAY

"Pipeline Play": Biosite (NasdaqGS: BSTE)Cramer wanted viewers to take a look at Biosite which will be in demand if the Democrats "storm the winter palace" in November, because the money will go out of Big Pharma into "small, diagnostic plays." He likes the fact that Biotech is new and not yet played out, and comments that this producer of diagnostic tests keeps reinvesting money into new products. Cramer added Biosite is "sitting on top of a new product cycle," and should see an upside as well as more analyst coverage. He also predicts a short squeeze which should bring the stock up, and notes the company implemented a 12% buyback of its stock, and Fidelity is increasing its stake in the company from 12% to 15%. Cramer likes Biosite as a "pipeline story" and thinks the shorts are going to be sorry.Here Comes the Sun Microsystems (NasdaqGS: SUNW)Cramer declares that SUNW, a stock he has "hated for a very long time," is now an "under -$10 turnaround" because its new management is making serious changes by cutting costs and continuing to improve its sales. However, he cautions against impulse buying, and urges investors to find a good entry point and not to buy before Monday afternoon. Cramer sees upgrade potential, notes that its server business is "en fuego" and its software business is strong. He reminds investors to use limit orders when buying.The Week Ahead: GlobalSantaFe (NYSE: GSF - News), Marvell Technology (NasdaqGS: MRVL), Analog Devices (NYSE: ADI - News), Blockbuster (NYSE: BBI - News), Dynegy (NYSE: DYN - News), Foster Wheeler (NasdaqGS: FWLT), McDermott (NYSE: MDR - News), Charter Communications (NasdaqGM: CHTR), Sprint (NYSE: S - News), Gap (NYSE: GPS - News), Viacom , and VeriFone (NYSE: PAY - News)On Monday, Cramer suggests buying GSF before it reports a "blowout quarter" and would pick up MRVL after its disappointing report. He sees hope for MRVL because ADI indicated the worst is over in the chip inventory cycle. Cramer says investors should sell BBI before Tuesday and buy some back after a selloff, and he would do the same with DYN. He predicts strong earnings for FWLT and MDR, would buy CHTR ahead of its report, and would only pick up Sprint if it has an "incredibly miserable" quarter. Cramer also suggests taking a look at GPS, Viacom and PAY.Mad Mail: Sirius Satellite Radio (NasdaqGS: SIRI) and XM Satellite Radio (NasdaqGS: XMSR)When faced with a potential merger, Cramer says it is better to buy stock in the stronger rather than the weaker company, because even if the deal is off, the better company will rise.

Labels: ADI, BBI, BSTE, CHTR, DYN, FWLT, GPS, GSF, Jim Cramer, Mad Money, MDR, MRVL, PAY, S, SIRI, SUNW, XMS

Bullish calls:
Zimmer Holdings (NYSE: ZMH - News):' ... is going to par [100] from 84. ... And I do not think that stock is expensive.'Hewlett Packard (NYSE: HPQ - News): 'I'd rather see you in Hewlett-Packard ... 'VeriFone Holdings (NYSE: PAY - News): 'Grows at 20%, sells at 20 times earnings. ... I am hitting it again. VeriFone is for me and for you.'Southern Copper (NYSE: PCU - News): 'Why did I leave this stock? Why did I sell it for my trust? PCU is so good ... the mining costs are low. Still making money hand-over-fist.' [ Cramer gestured to back up the truck, or buy.]Syneron Medical (NasdaqGS: ELOS): 'I think that Syneron Med is for real. I want to buy it here at 24.'Phelps Dodge (NYSE: PD - News): I like Phelps DodgeNTL (NYSE: NTL - News): 'We know the triple play is for real. ... If you think I'm going to back away, you are wrong.'BEA Systems (NasdaqGS: BEAS): 'I'm still endorsing it. It's just flat-lined here. I'm not worried.'NYSE Group (NYSE: NYX - News): 'I think [CEO] John Thain is going to deliver for us. ... I am not backing away.'
Bearish calls:
EMC (NYSE: EMC - News): 'Very problematic for me. ... I'd rather see you in Hewlett-Packard.'Intel (NasdaqGS: INTC): 'Problematic. Locked in a price war ... with AMD ... I say use the price war to your advantage. ... Who is a client [of the two] ? It's Hewlett-Packard.'
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Labels: AMD, EMC, Hot Stocks, HPQ, INTC, Jim Cramer, Mad Money, NTL, NYX, PAY, PCU, PD, ZMH

InnerWorkings (NASDAQ: INWK - News)
Continuing his week-long discussion of "hot stocks," Cramer discussed InnerWorkings, which outsources printing services and has gone up 87% since its IPO in August. The company has had a record of positive profit and net income and has a "right to exist" in spite of its competition. Cramer says that this stock has room to rise, but suggests that investors keep its Feburary 11 lockup expiration date in mind and to buy half of a position now and half after Feb. 11 or to swap out of the stock during that period. Cramer suggested taking 48 hours to do research on the stock before buying.

Adobe (NASDAQ: ADBE - News)
Cramer comments that Adobe "through no fault of its own, got pummeled on Monday in a vicious Nasdaq selloff," and he would use the opportunity to pick up this "indispensible" stock. Adobe was down because investors were afraid that it would report lower guidance, but when it didn't, the stock spiked. Cramer also mentioned that negative speculation by short-sellers might have kept the stock down. He would buy Adobe which is "too cheap for the wrong reasons" ahead of its Creative Suite 3 release, and ride it on a "four month magic carpet ride."

Verifone (NYSE: PAY - News)
Although holiday stocks have been played out, Cramer likes ancillary seasonal play, Verifone, which makes credit and debit card swiping machines and is "by far the market leader" in this business. The company is going to have a big upgrade in the U.S. and will replace their machines. In addition, Verifone has tremendous growth potential in the developing world, and is a cheap stock which is " one part ancillary Christmas play and 10 parts great stock," according to Cramer.
CEO Interview: Dr. Paul Berger, Nighthawk Radiology (NASDAQ: NHWK - News)
When asked about the company's hospital growth, Dr. Berger commented "At the end of the third quarter this year, we have approximately 981 hospitals which send us images every night, or approximately 18% of the hospitals in the U.S. And that's been a growth of 121 hospitals over the first nine months of 2006." He also discussed the world-class radiologists on staff and the technology which enables physicians to be more efficient. Cramer said he likes Nighthawk, but would not be against ringing the register since he is tired of defending a winning stock which investors are not thrilled about.
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Labels: ADBE, INWK, NHWK, PAY