Jim Cramer's Mad Money Review

HMS Holdings (NasdaqGS: HMSY - News): 'We've always liked this. This is one of those companies ... that do cost control for medical.'MedcoHealth Solutions (NYSE: MHS - News)Cardinal Health (NYSE: CAH - News)AT&T (NYSE: T - News)EMC (NYSE: EMC - News): 'I think that EMC is a better way to play VMware right now.'Intuitive Surgical (NasdaqGS: ISRG - News): Freeport-McMoran (NYSE: FCX - News): 'This is a gold company and a copper company in a deflationary spiral mandated by the Federal Reserve. ... Am I backing away from it? No. ... I will say bull to Freeport.'First Solar (NasdaqGM: FSLR - News)Exelon (NYSE: EXC - News): 'Well-run ... can do well. ... I say two thumbs up to Excelon/'Hawaiian Electric (NYSE: HE - News): 'I like the utilities here. This one's got a very high yield. It's in a growth market. ... I stick with Hawaiian Electric.'
Bearish calls:
J.C. Penney (NYSE: JCP - News): 'I have been doing some work on J.C. Penney. 52-week low ... retail very hard to own ... I like to wait and see the quarter.'Posco (NYSE: PKX - News): 'It's not a House of Pain anymore. It's literally a Nation of Pain ... Don'tBuy, because it can go lower.'One National Banc (NYSE: ONB - News): 'Every bank is for sale here. ... I cannot recommend a bank on this show. I can't because I like other sectors so much more. Don'tBuy Don'tBuy Don'tBuy.'BHP Billiton (NYSE: BHP - News): ' I am not going to walk away from these, but you have to understand, these stocks are in the crosshairs of the Fed, and they are going to go down.'Fuel-Tech (NasdaqGM: FTEK - News): ' ... is so speculative in this environment.'Downey Financial (NYSE: DSL - News): 'Downey is a stock that will fly up 20 points when the Fed decides to blink. ... I think Downey's book value is pretty clean. I am surprised it got down to $47. I can't back away here.'VMware (NYSE: VMW - News): '$60 is my target, and we're already up another $7 today.'Accuray (NasdaqGM: ARAY - News): 'Accuray, frankly, is not a stock that I can pull the trigger on.'Akamai (NasdaqGS: AKAM - News): 'We know that Akamai's the wrong thing.'
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Labels: ARAY, BHP, CAH, DSL, EMC, EXC, FCX, FSLR, FTEK, HE, HMSY, ISRG, JCP, Jim Cramer, Lightning Round, MHS, ONB, PKX, T, VMW

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