Jim Cramer's Mad Money Review

On Tuesday on CNBC's "Stop Trading!" segment, Jim Cramer said that Exxon Mobil(XOM) was his "tell" for predicting a bottom in oil. On Wednesday's segment, he said Exxon is also the stock he looks to to predict whether there will be an end-of-the day rally.
He told viewers to start watching the stock at about 3 p.m. EST. "This stock will predict it. If this stock goes positive by 3:30, you will see one of those end-of-the-day ramps 90% of the time, regardless of where oil is," he said. "This stock has been the key to every single rally."
He said there's no need to watch any other stock to predict a rally, "with the possible exception of Apple(AAPL)."
"Just watch Exxon," he said. "When that stock goes positive, you're going to get a rally."
With the impending release of Research In Motion's(RIMM) BlackBerry Storm and a recent buy recommendation on the stock from Goldman Sachs, investors are watching RIM, too. "If you're a bull, you know that five other analysts are going to recommend RIM," Cramer said, "and maybe you catch three points, which in this market is monumental."
Cramer also addressed the yields of New York Times(NYT), which pays a 13% dividend, and Gannett(GCI), which pays close to 22%. "I don't know," said Cramer. "When I start seeing dividends of 22%, it raises eyebrows."
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Labels: APPL.PK, Apple Inc., CNBC's Stop Trading, Gannet, GCI, Jim Cramer, New York Times, NYT, Research in Motion, RIMM, Stop Trading

Scale out of Apple AAPL Jim Cramer said on CNBC's "Stop Trading!" segment Monday.
Cramer told investors to sell as Apple CEO Steve Jobs discussed the next-generation iPhone at the Worldwide Developer Conference. The phone has faster data downloads and may outpace devices from Apple rivals Palm PALM and Research In Motion RIMM.
Cramer called the news "marginally positive," saying, "You wanted to sell most of your position into this launch because of the hoopla." He said that he would have changed this strategy if the new phone had a camera that could simulate Apple's iChat software for its Mac computers. "I'm not changing my view," he said.
"I think Apple has been a great trade in a really bad market," Cramer said. However, "the odds do not favor another run on top of this."
As for RIM's prospects, Cramer said he doesn't want to sell the stock. "I still think that BlackBerry is a terrific name." He said he would be a buyer of RIM shares at around $120.
Cramer ended the segment by saying that debt downgrades in the homebuilders sector spell more pain for the space. He said that regional banks Washington Mutual (WM) and National City (NCC) also face similar difficulties. "When I see the homebuilders being downgraded, I know there's more pain ahead," he said.
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Labels: AAPL, Apple Inc., iChat, iPhone, Jim Cramer, NCC, PALM, RIMM, Steve Jobs, Stop Trading

Buy Caterpillar (CAT), Jim Cramer said on CNBC's "Stop Trading!" segment Wednesday.
On news of an earthquake that has cost a great deal of damage and as many as 15,000 lives, Cramer spoke of the "rebuild in China," which he said was an equivalent of Hurricane Katrina in terms of infrastructure buildout. He pointed viewers to Caterpillar and Terex (TRX) as plays on the news. He also recommended Cummins (CMI). "They're all headed up ... because of the rebuild," he said.
Cramer said today's rally has a lot to do with bullish action from mortgage insurer Freddie Mac (FRE). "They have gotten rid of the systemic risk," he said. He called Freddie Mac and Fannie Mae (FNM) the "last of the black holes" for the financial crunch.
Cramer said Freddie is getting a lot of business, which he thinks may actually offset the company's losses. He said bears don't believe that's the case, but he pointed out that Freddie is a well-run company. Fannie is not as good, he said.
In the consumer discretionary space, Cramer said he had thought "the buyers would just call it quits" after the government's stimulus checks came in. He revised his forecast, saying maybe earnings from Kohl's (KSS) tomorrow will be the time to sell.
He expressed his surprise at the continued rise of some retailers. "Certainly we know that Costco (COST) is better than we thought. ... TJX (TJX) was a little disappointing, and look -- it goes up." He pointed out that Wal-Mart (WMT) stock has traded back to where it was before reporting earnings.
"A lot of people feel that the worst is over," Cramer said. He pointed out that the Fed called victory when inflation numbers came in better than expected.
Cramer also said that the year of wind power may arrive this year, not next year as he had previously predicted. He pointed out bullish action in Fluor (FLR) and First Solar (FSLR) as evidence of alternative energy stories.
He also said that Research In Motion (RIMM), Apple (AAPL) and MasterCard (MA) are offering leadership in the economy.
On the housing crisis, Cramer said that Toll Brothers (TOL) CEO Bob Toll was "negative negative negative" when the two spoke on last night's "Mad Money" TV show. He predicted that the housing problem in Florida would be much better in 18 months.

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Labels: AAPL, CAT, CMI, COST, FLR, FNM, FRE, FSLR, Jim Cramer, KSS, MA, RIMM, Stop Trading, TJX, TOL, TRX, WMT

Buy Deere (DE), Jim Cramer said on CNBC's "Stop Trading!" segment Tuesday.
Cramer pointed to the stock's continued rise as evidence that he's right. "You know why?" he said, "Because the fundamentals trump the analysts." He praised CEO Robert Lane for "making great inroads" with the company. Of sector rival Agco (AG), Cramer said, "I gotta tell you. I think Deere is coming for them. ... I like Deere and I like DuPont (DD)."
Cramer said he liked the stock market's performance today, "given the fact that consumer confidence's been bad." He said he's worried about big gains in Research In Motion (RIMM), a company he recommended on Monday's "Stop Trading!" segment.
"I still like Apple (AAPL), but I don't have a strong thesis on Apple other than I believe in the iPhone," Cramer said.
In the investment management space, Cramer was bearish on Fortress Investment Group (FIG) "I have Wes Edens in my hall of shame," Cramer said. "Everything they've touched has turned to stone. This is a castle in the sand."
Cramer also said he disapproved of Citigroup (C) CEO Vikram Pandit. "What's Pandit doing?" he asked. "Sometimes you've got to take bold action. ... The last four acquisitions that Chuckie Prince did, I would just unwind them."
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Labels: AAPL, AG, C, CNBC's Stop Trading, DD, DE, FIG, Jim Cramer, RIMM, Stop Trading

Erin Burnett started the show today asking if CITI Group's decision to sell almost 5% of their company to the Arabs was such a good one. Also that crude oil is down about 3%. Steve Leisman says that focus is being taken off the weak dollar and on to the weak economy. Future plans are in effect for the improvement of consumers concern with the state of the economy and risk of recession. Abu Dhabi has paid over $7 B (The biggest purchase of an American Company buy a foreign) to make part of CITI. Arabs are looking for financials, homebuilders and hotels. Anything from actual buildings to stock equity sharing on the financial sector side are up for grabs. Sen. Chuck Schumer of New York shows concern for a continuing opportunity for American investments. As a democrat, free trade is not a top priority for him, and he wants to avoid building walls in between Americans and business buy giving power to foreign investors. The Arabs say they have no interest in board or managerial roles, only to play as a passivist support group who believes in the potential of American companies. David Weber says MasterCard (MA) and Research in Motion (RIMM) are his picks for the day. Next, there was the real estate market. David Blitzer of Standard and Poor's says that prices are driving foreclosures, resulting in a 524,000 fewer jobs and $6.6 billion lost in taxes. Also that a mass amount of foreclosures are driving the prices of surrounding homes down. The worst hit is New York at a loss of over $10 B. You can keep updated by visiting; realtycheck.cnbc.com. Next, Russia will be electing a parliament on Sunday, Dec 2nd. Julian Mayo of U.S Global Investors Eastern Europe Fund says that increased certainty is acknowledged for the outcome, being in supporters of Vladmir Putin's favor. The Russian market is leading the world. Utilities and Telecomm are the top performers in Russia. An update for CITI Group says that the company has not closed off opportunities for foreign purchase and investment. Rick Santelli of CNBC says that apparently CITI is looking for more than $7.5 B. and a loss of ownership by more than 5%. David Faber of CNBC says that raising capital will be the main concern for financial institutions as a result of CITI's decisions. More write-downs to come for consumers, and more capital to be raised will likely come from Arab investors and foreign petroleum dollars. Jim Cramer with Stop Trading was next. American International Group (AIG), and JP Morgan (JPM) are among his choices for likely candidates for middle eastern investors. He says that more capital for the corporations should be a positive thing for consumers. Jim Goldman of CNBC says that Verizon (VZ) announced that they will promote unrestricted access. This makes Verizon a much stronger competitor in the future. With 64M wireless customers in the U.S, Verizon will cause even more problems for companies such as Sprint and Nextel.

Labels: abu dhabi, AIG, Citigroup Inc., CNBC, CNBC's Stop Trading, Erin Burnett, Jim Cramer, Jim Cramer's Stop Trading, JPM, MA, RIMM, Sprint Nextel, Street Signs, street signs recap, VZ

The Dow closed down 211 points and the Nasdaq finishing down 34. The S&P 500 has now given up all of its gains on the year. Najarian continues to like the four horseman names like Apple (AAPL), Google (GOOG) and Research In Motion (RIMM) which showed strength on Wednesday. Adami recommended getting long General Motors (GM) right here with a specific stop price in mind. Finerman found it strange that Fannie Mae (FNM) went up Wednesday. Crude oil came close to $100 on Wednesday, but fell just short and finished the day at $97.19. Gartman feels the stock market is behaving horribly and he is short names like Harley-Davidson (HOG), Tiffany (TIF) and Coach (COH) and long Microsoft (MSFT)and Apple (AAPL). Gartman's favorite position right now is short Cummins (CMI).
CNBC Pharmaceuticals Reporter Mike Huckman joined the show to discuss his take on big pharma stocks. Huckman explained that Pfizer (PFE) is having issues with safety concerns on a stop smoking drug, falling Lipitor sales and generic competition. Huckman also mentioned that Merck (MRK), Eli Lilly (LLY) and Bristol Myers (BMY) were all down on Wednesday. Finerman likes Johnson & Johnson (JNJ).
Investors tend to sell their biggest losers towards the end of the year to reduce the tax hit they take from their winners. Some of the names at 52-week lows are Citigroup (C), Pfizer (PFE), Merck (MRK), J.C. Penny (JCP), Capital One Financial (COF), Advanced Micro Devices (AMD) and AIG (AIG).
Word on the Street
Macke recommended buying The Gap (GPS) on dips. Finerman likes Limited (LTD) on valuation. Adami suggested buying Citi Trends (CTRN) ahead of earnings for Monday. Najarian likes Target (TGT) for its valuation in retail.
Deere & Company (DE) traded up 5% after profits rose 52%.
Najarian suggests looking at Agco (AG)
Najarian noted strong call options trading activity on Tibco Software (TIBX).
Pops & Drops
Pops - Google (GOOG) traded up 2%
U.S. Steel (X) traded up 5% also bucking the down trend in the market.
Drops - Tesoro (TSO) fell 3%
American International Group (AIG) fell 6%.
Circuit City (CC) fell 6% after a JPMorgan analyst downgraded the stock.
Jamba Juice (JMBA) plunged 30%
Final Trade
Macke says don't buy stocks if you don't have to and Adami and Finerman just gave thanks in the holiday spirit.
Najarian likes Apple (AAPL) and he thinks the stock will explode into January.

Labels: AAPL, BMY, CMI, CNBC, CNBC's Fast Money, COF, COH, Fast Money Recap, FNM, GM, GOOG, HOG, LLY, LTD, MRK, MSFT, pfe, RIMM, TGT, TIF

The Dow finished 66 points into positive territory and the Nasdaq closed up 18 points. The technology sector and retail industry is getting a lot of attention as the holiday season is fast approaching. Technology stocks rebounded Friday after the worst week for the Nasdaq since April 2002. Najarian said this week was not that bad for technology. He highlighted Apple (AAPL), which started the week at $165 and finished the week at $165. Cisco Systems and Oracle (ORCL) both enjoyed a great week as well. Najarian suggested that as soon as Research in Motion (RIMM) hits China the stock will make a huge move.Jim Goldman joined the show crew to discuss his take on Google entering the wireless space. Goldman says Google (GOOG) is going to make a play for the 700mhz spectrum being auctioned off by the FCC in January. Goldman speculates that this network could be worth $4.5 billion.Henry Blodget caused speculation on Friday after posting on his blog that Microsoft (MSFT) should buy Yahoo! (YHOO) to gain market share in internet search. Finerman doesn't think the idea is outrageous. Macke also feels that Microsoft has plenty of cash to make the deal.Hewlett-Packard (HPQ) and GameStop (GME) will report earnings next week. Adami loves Hewlett-Packard, but he is worried that expectations might be too high. The rest of the crew more or less agreed.Najarian says look at the strong stock performance in companies that sell merchandise at Dick's Sporting Goods (DKS) like Under Armour (UA), Crocs (CROX), Nike (NKE) and Calloway (ELY). Macke agrees and said he would buy Dick's right now. Wal-Mart (WMT) shines among a weak retail sector after posting a solid quarterly report.FedEx's (FDX) lowered full-year outlook may be predicting an economic slowdown. Macke says FedEx is a legitimate economic indicator especially for the health of the consumer.Consumer staples like Coca-Cola (KO), Altria (MO), Colgate (CL) and Procter & Gamble (PG) continue to show strength in a weak market. Adami favors Unilever (UL) at its 52-week high and is cheaper then Procter on valuation. Najarian likes Johnson & Johnson (JNJ) which Warren Buffett owns and Merck (MRK).Crude oil closed at $95 as traders make another attempt at $100. Adami thinks crude is toppy, but Tesoro (TSO) is worth looking at in the mid-$50's. Najarian would prefer a solar stock play.
Pops & Drops
Pops - Cisco (CSCO) traded up 5% this week after announcing a $10 billion stock buyback. Advanced Micro Devices (AMD) traded up 2% after the Abu Dhabi government took an 8.1% stake worth $622 million. Lehman Brothers Holdings (LEH) traded up 7%. Delta Airlines (DAL) traded up 21% after speculation that a merger with United Airlines (UAUA) could occur. Corning (GLW) traded up 10% after raising their profit forecast for the fourth-quarter. Garmin (GRMN) traded up 14%Sotheby's (BID) traded up 16% after selling $316 million in contemporary art on Wednesday. Crocs (CROX) traded up 10%
Final Trade
Macke feels positive about Dick's Sporting Goods (DKS).
Adami recommends Lazard (LAZ) for an M&A play.
Finerman would short Hovnanian Enterprises (HOV) because of its high debt levels.
Najarian favors DaVita (DVA)

Labels: AAPL, CNBC, CNBC's Fast Money, DKS, Fast Money Recap, GME, GOOG, HPQ, MSFT, ORCL, RIMM, YHOO

The Dow finished down 83 points and the Nasdaq closed down 29 points. Macke explained to investors that the morning selling of the four horseman like Google (GOOG), Research In Motion (RIMM) and Apple (AAPL) lead the market down.Delta Air Lines (DAL) denies reports of merger talks with United Airlines (UAUA). Adami thinks that any rally in the airline stocks should be sold. Najarian says if a merger was going to happen thinks the play would be Northwest Airlines (NWA). Airbus SAS and Boeing (BA) released a report that said this year will mark the peak in orders for airplanes. Finerman disagreed with the report and her advice to investors is to buy Kaiser Aluminum (KALU). Adami likes Honeywell (HON) for an aerospace play.The New York Times published an article about Luluemon athletica (LULU) saying the clothing made of seaweed doesn't have any seaweed in it.A $5 billion bond fund run by General Electric (GE) is offering investors a redemption of 96 cents on the dollar.Asset Managers: Adami's personal favorite asset manager is Affiliated Manager's Group (AMG). He picks AMG for a baby boomer play and because it is insulated from subprime. Finerman agrees on AMG and she also likes Ameriprise Financial (AMP) and Charles Schwab (SCHW). Najarian suggests purchasing the recently punished names like PMI Group (PMI), Ambac (ABK) and MBIA (MBI).Starbucks (SBUX) is set to report earnings on Thursday after the close. Macke says Starbucks has slowing growth and difficult comps, so the way to play this is to buy McDonald's (MCD). He mentioned that McDonald's competing directly against Starbucks in the coffee market.Word on the StreetCrude oil closes up 3.4% to $94.30. Adami still thinks oil goes lower and he was disappointed that Tesoro (TSO) didn't trade higher with oil.Network Appliance (NTAP) tops second-quarter profits and guides third-quarter above Wall Street estimates.Najarian noted unusual options activity inSavient Pharmaceuticals (SVNT).Pops & DropsPops - E*TRADE (ETFC) traded up 11% after CEO Mitch Caplan told CNBC that the online brokerage firm isn't going bankrupt.iShares FTSE/Xinhua China 25 Index (FXI) traded up 2% following the Asian market rally.Ventana Medical (VMSI) traded up 6%MetroPCS (PCS) traded up 10%Gilead (GILD) trades up 2% after Stifel Nicholas raised their price target to $52Drops - Wendy's (WEN) fell 3%United Rentals (URI) plunged 30%Blockbuster (BBI) fell 6%.Time Warner (TWX) fell 4% after a large block trade crossed the tape.Disney (DIS) fell 4%Final TradeMacke suggests getting long the Dow30 Short Proshares (DOG) for a trade.Adami and Najarian like EMC (EMC) off of Network Appliance's (NTAP) earnings.Finerman likes American Eagle Outfitters (AEO) kon valuation.

Labels: AAPL, CNBC, CNBC's Fast Money, DAL, Fast Money, HON, kalu, LULU, RIMM, UAUA

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

Bullish
Vodafone (VOD),
Annaly Capital Management (NLY), thinks that interest rates will be cut tomorrow, and this company will benefit.
Perry Ellis International (PERY),
NexCen Brands (NEXC), would rather recommend it on Friday.
Phillips-Van Heusen (PVH),
Synchronoss Technologies (SNCR), Cramer is bullish
ValueClick (VCLK), Cramer thinks it is valuable to many large internet companies, and that it will be bought out by the end of the year, so he is bullish.
Apple (AAPL), Google (GOOG), Research In Motion (RIMM)- Bullish on all three.
Furmanite Corporation (FRM), bullish on this infrastructure play.
Foster Wheeler (FWLT),
Altria (MO)
Colgate-Palmolive (CL).

Bearish
J2 Global Communications (JCOM)- "Don't Buy."
3SBio (SSRX), Cramer is sticking to his Four Horsemen of China
Vimpel-Communications (VIP), stay away from this stock.
E-House (China) Holdings (EJ), China is too hot to speculate in this stock.
ConAgra Foods (CAG), Cramer can't recommend this stock.
Synaptics (SYNA)- Cramer doesn't want to touch this stock.
Procter & Gamble (PG)- would rather have you in Colgate (CL).

Labels: AAPL, CNBC, FRM, GOOG, Lightning Round, Mad Money Lightning Round, NEXC, NLY, PERY, PVH, RIMM, SNCR, VCLK, VOD

Bullish calls:
Wachovia (WB): 'I think WB is one of the most conservatively-managed of the big money center banks right now. The yield is safe.' Research in Motion (RIMM): 'I like RIMM much better [than Palm].' Altria (MO): 'It's going to be two different companies. One is going to be high-growth... The other is going to be domestic. It's going to have a big yield …they are going to announce one of the biggest buybacks in history.' Bidu (BIDU): 'I said that BIDU - you should take out all the money you put in and play with the house's money... I am not willing to have you swap out of Google, to go into BIDU, though... Just too risky.'
Neutral calls:
RBC Bearings (ROLL): 'This is a very plain vanilla company... I'm going to give you one thumb up, just because United … maybe even a don't buy, don't buy. Investools (SWIM): 'They've had hundreds of thousands of people go through their classes. I just wish they had more profits. They've got huge revenues. It doesn't seem to be flowing to the bottom line. I'm not pulling the trigger on that one either.'
Bearish calls:
Palm (PALM): 'I think PALM is really scary, and I don't trust it... And why don't I trust it? It's poorly managed, poorly run.' Macy's (M): 'I did like Terry Lundgren [CEO}... But the guy is beginning to get me nervous and worried … Retail is bad.' IBM (IBM): 'A lot of people felt that the service revenue was okay, but the hardware was bad ...I think you mark time at $115, until the next quarter when they can clear that up...' InvesTools (SWIM)
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Labels: BIDU, Hot Stocks, IBM, Jim Cramer, Lightning Round, M, MO, PALM, RIMM, ROLL, SWIM, WB

CEO Wall of Shame. Cramer still has Citibank (C) CEO Chuck Prince at the top of his Wall of Shame, and thinks that he will be forced out this week after listening to a conference call. The next CEO is Motorola's (MOT) Ed Zander. Lastly, Patrica Russo of Alcatel-Lucent (ALU) rounds out the top three. Although he has their CEO on the Wall of Shame, Cramer thinks that Motorola is a stock to buy because Carl Ichan owns a large position in the stock, plus they announce their quarterly earnings on Friday, and Cramer thinks they might finally bottom out this quarter. Cramer also thinks that the company is worth $24.60 per share if it is broken up, which is 27% higher than the current price.
Cramer then went to the phones. The first caller asked about Kraft (KFT), and Cramer thinks the stock is low risk, high reward. The next caller asked about Research in Motion (RIMM), and Cramer thinks that it is taking a breather for the next couple of days.
CoPart (CPRT) Cramer analyzed a stock he has been waiting to bring up on the show for a while. CPRT has finally moved down enough from its highs that Cramer feels good about recommending it. The company is in the middle of a large stock buyback, and is going to continue to grow.
After the lightning round, Cramer talked about the buyout rumors surrounding Saks (SKS). Cramer doesn't think the stock jumped enough on the news, and he likes the stock anyway. Cramer believes SKS will be bought out around $23 - $24 per share, and it is worth up to $26.30 per share when compared to the buyout price Neiman Marcus got last year.
Mad Mail. The first email asked about Biogen (BIIB), and Cramer thinks that it could be bought out at $100. The next email asked about Hologic (HOLX), and Cramer is still bullish. The next email was about Petro China (PTR), which Cramer thinks is up too much.
Sudden Death. Cramer doesn't like Lloyd's (LYG), and recommended Allstate (ALL), Metlife (MET), or Prudential (PRU) instead. He does like Textainer Group (TGH).

Labels: ALL, ALU, BIIB, CPRT, Jim Cramer, KFT, LYG, Mad Money, Mad MOney Recap, MET, MOT, PRU, PTR, RIMM

Google (GOOG), Apple (AAPL), Research In Motion (RIMM), Amazon (AMZN), VMware (VMW), Garmin (GRMN), Oceaneering (OII), FMC Technologies (FTI), Core Labs (CLB), Transocean (RIG)
Amid rumors that tech is overstretched, Cramer still backs his four horsemen: Google, Apple, Research in Motion and Amazon, and adds VMW, since it is "going higher" as well as Garmin, which he says will be good until the holiday season. Cramer explains; "Those are all stocks that are stretched from a multiple point of view. Periodically, but not often, I'm willing to embrace a stretched multiple if I think that the estimates are explosive to the upside. In all of those stocks, I believe the estimates are way too low." However, for investors who are looking for stocks that are not overstretched and have great momentum, Cramer suggests looking to the oil sector, especially OII and FMC, which are "logical and faster-growing equivalents to RIG" as well as CLB. "Core Labs, Oceaneering and FMC are all up 100% year over year, and I'm telling you that they're still cheap," Cramer said.
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Labels: AAPL, AMZN, CLB, FTI, GOOG, GRMN, Hot Stocks, Jim Cramer, OII, RIG, RIMM, VMW, Wall Street Confidential

Technology
Stocks like Apple (AAPL) and Research In Motion (RIMM) are hitting new highs daily but the semiconductor stocks are not. Carter Worth, chief market technician at Oppenheimer found an incredible divergence with the semis declining by 30% against the S&P 500 tech stocks. Macke agrees and would play this divergence by going long Intel (INTC). Worth also noted that investment banks like Goldman Sachs (GS) were flying, but money central banks like Citigroup (C) were doing nothing.
Super Market
Firms like Coke (KO), Pepsi (PEP), Proctor & Gamble (PG) and Colgate (CL) will get to show investors how good business is. Macke thinks PG is doing the best and also favors Molson Coors (TAP) and Pepsi (PEP). Macke isn't positive on Clorox (CX).
Oil Trade
Oil rebounded back to over $80 on Tuesday and the Oil Services HOLDRs (OIH) followed the commodity to the upside. Seymour: play it by buying oil service companies with exposure to regions like Russia and the Caspian Sea, such as Halliburton (HAL) and Baker-Hughes (BHI). Najarian would avoid the Oil Services HOLDRs because it is over weighted with Schlumberger (SLB).
Word on the StreetMosaic (MOS) reported monster earnings on Tuesday and the stock soared. Najarian points out that there are buyers of the October $90 calls on Monsanto (MON) which operates in the same space as Mosaic.
SABMiller and Molson Coors (TAP) announced plans to combine U.S. operations in a new firm to be named MillerCoors. Macke suggests they combined so they can go after Anheuser-Busch (BUD), which the hidden winner is Altria (MO), which has a 28% stake in SABMiller. Seymour favors international beverage plays Companhia de Bebidas (ABV) and Fomento (FMX).
Alcoa (AA) falls short of Wall Street's estimates.
Macke warns investors to expect a lot of misses like the one on Tuesday from Childrens Place (PLCE).
Worth recommends shorting Nordstrom (JWN), Tiffany (TIF) and Coach (COH).
Pops & Drops
Pops- Yum! Brands (YUM) traded up 5%
ValueClick (VCLK) traded up 10%
Miramar Mining (MNG) popped 24% after Newmont Mining (NEM) bought the firm for $1.5 billion.
Altair Nanotechnologies (ALTI) exploded higher by 31% after the firm demonstrated its battery pack in an electric car.
California Pizza Kitchen (CPKI) traded up 5%.
Drops- Coach (COH) fell 3% off a bearish Bloomberg report.
Face2Face
Nokia (VCLK): Writer asked does it still have upside potential or should I cut my losses? Najarian: wait till the takeover of NAVTEQ (NVT) is digested, and then it will move higher.
Next writer made a good profit in XM Radio (XMSR), buying in at $8 and $9. Should they sell some XM and then buy some Sirius (SIRI)? Make says yes.
Final Trade
Macke recommends Johnson & Johnson (JNJ).
Worth: short Black & Decker (BDK).
Najarian: Cypress (CY).
Seymour: play international oil services with Integra Group.
Ned Riley, the CEO of Riley Asset Management says stay long PowerShares QQQ Trust (QQQQ).

Labels: AAPL, C, CL, CNBC, CX, Fast Money, Fast Money Recap, KO, PEP, PG, RIMM, TAP

Technology
Najarian noted that Hewlett- Packard (HPQ) hit a 52-week high Monday and Research In Motion (RIMM), IBM (IBM) and VMware (VMW) all traded higher. Stacey Gilbert of Susquehanna Financial Group prefers Google (GOOG) whose call options are very active on the name. Najarian agreed and mentioned the Google December $750 calls were active on Monday. Other option notes: Najarian noticed some very unusual options activity in TJX Companies (TJX) on Monday, seeing 10,000 October $30 calls trade and also stepped-up activity in the November $30 calls. Macke predicts a big winner with TJX.
Keith O'Malley, a trader with Hold Brothers, came on the show to discuss his trading ideas. He declares that the Fed is done cutting interest rates. He likes Cisco Systems (CSCO) and Fluor Corp (FLR).
CEO's
Gasparino joined the show again to discuss his thoughts on CEOs who could lose their jobs. Gasparino gave out odds for how likely Chuck Prince, Jimmy Cayne and Stan O'Neal will lose their jobs. Prince is CEO of Citigroup (C), Cayne runs Bear Stearns (BSC) and O'Neal heads up Merrill Lynch (MER). He gave Prince 2-1 odds, Cayne 6-1 and O'Neal 10-1. Gasparino also said that John Thain, CEO of NYSE Euronext (NYX), is a candidate for CEO of Citigroup. CEO of Sprint Nextel (S) Gary Forsee has left the telecommunications firm. Sprint is a takeover stock with Chinese companies being possible buyers.
Word on the Street
Yum! Brands (YUM) traded higher Monday. Macke: 41% of sales came from China and recommends investors to buy the stock here.
Aeropostale (ARO) traded lower. You can sell retailers ahead of the numbers, according to Macke.
CTC Media (CTCM), Central European Media (CETV) and Cemex (CX). Seymour found these value names in the emerging markets. Seymour is committed and long CX.
Alcoa (AA): scheduled to report earnings Tuesday after the bell. Gilbert sees better plays in the titanium makers like RTI International (RTI) and Titanium Metals (TIE). Gilbert owns TIE.
China
The Shanghai Index has gone up a whopping 300% in the past 5 years. The Communist party will try to control the rise in food prices and make comments on the income gap between the wealthy and poor in the region. Seymour suggests buying dips in the iShares FTSE/Xinhua China 25 Index (FXI) on any negative headlines.
Pops & Drops
Pops- Research In Motion (RIMM) traded up 4%. Has more room to go higher.
Valero (VLO) traded up 4% after Citigroup upgraded the stock. Seymour: A sell into the upgrade.
AK Steel (AKS) popped 11% after settling a lawsuit.
Apple (AAPL) traded up 4%. Macke: buy some stock of the iPhone maker.
China Digital TV (STV) exploded higher by 41%.

Drops- Ryder Systems (R) fell 7% after missing profit estimates.
Freeport McMoRan (FCX) dropped 2% as copper prices fell on Monday.
LDK Solar (LDK) plummeted 26% after Barron’s ran a negative story on the Chinese solar play.
Final Trade
Macke: recommends McDonald's (MCD)
Gilbert: feels positive about Titanium Metals (TIE).
Seymour: sell Banco Itau (ITU).
Najarian: likes ValueClick (VCLK).

Labels: CNBC, CSCO, Fast Money, Fast Money Recap, FLR, GOOG, HPQ, IBM, RIMM, TJX, VMW

Cramer began his show Friday saying how well his "Four Horsemen of Tech"; Google (GOOG), Research in Motion (RIMM), Apple (AAPL), and Amazon.com (AMZN) are doing. "$80 to $120" stocks list. The stocks were Boeing(BA), Caterpillar(CAT), ConocoPhillips (COP), Air Products(APD), Apache(APA), Terex(TEX), and Energizer(ENR). Cramer admitted that he recommended these stocks too late in the bull market, and that most of these stocks fell after he first recommended them . They are up 5% now, and Cramer thinks that these stocks are the "perfect group." He likes CAT and TEX the best, followed by COP.
Overlooked IPOs: Masimo (MASI). Cramer believes that it has a superior product and a great recurring revenue stream with purchases of disposable parts for the medical sensor they make.
After the lightning round Cramer talked about Allergan (AGN). Cramer said people have a desire to look good, and this stock is in a great position to profit, while moving into traditional medical market. He then had the CEO of the company on the phone to discuss future earnings and sales.
Mad Mail: Cramer answered a few emails. He told viewers to ignore the downgrade on Boeing (BA) since he thinks the stock is going higher. He then answered a question about FiberTower (FTWR), which he doesn't like. In response to another emailer, Cramer said he likes Starent (STAR) because it's an intellectual property play.

Labels: AGN, AMZN, BA, CAT, COP, ENR, GOOG, Jim Cramer, Mad Money, Mad MOney Recap, MASI, RIMM

WYNN No Longer Winning: Wynn Resorts (WYNN), Research in Motion (RIMM)
The Macau gambling story seems to be over, since Morgan Stanley released information that Macau isn't growing at the rate analysts expected. While Cramer liked WYNN from $80 to 167, he would take profits in the stock now, especially since WYNN declined 12 points on the Morgan Stanley report. To those who claim that Cramer is departing from his "methodology" in his decision to sell WYNN, he replies, "There are people who say my methodology is to buy down 1% to 2%. I have no methodology. That's all made up. Whoever thinks that they've crafted my methodology is dead wrong."
"If Wynn's fundamentals had gotten better and it was down 12 points and it hadn't done a secondary, it's a different story," he continued. "But the stock has gone up big, it's priced for perfection and when perfection doesn't develop, you should be concerned."
While Cramer expects a "picture perfect" report from RIMM on Friday, he says the stock may still be a sell; "The stock is up enough and it may be a great excuse to sell," he said. "There is a tremendous disconnect between stocks and fundamentals. The fact is that RIM has doubled. I'm urging people to disassociate the stock price from the fundamentals because a lot of times the fundamentals are already baked into the stock price."
Published by SeekingAlpha

Labels: Jim Cramer, RIMM, Wall Street Confidential, WYNN

Underestimating Under Armour (UA)
Cramer would take advantage of UBS "unbelievable" downgrade of UA from $72 to $68 as a chance to buy a good stock. The reason for the downgrade was unseasonably warm temperatures, but Cramer says once the weather cools off, UA may rise.
Feminine Mystique: Hologic (HOLX) and Cytec(CYT)
Cramer recommends HOLX "the greatest women's healthcare company on earth" ahead of its proposed merger with CYT. The deal will allow both companies to consolidate, cut costs and grow beyond the 25% predicted for Hologic. However, Cramer emphasized the importance of buying ahead of the merger.
Sell Block: Savient (SVNT), Chattem (CHTT), Google (GOOG), Research In Motion (RIMM), Apple (APPl), Amazon (AMZN)
Although it was among Cramer's best speculative picks of the year, Savient has peaked and he believes the success of its Puricase drug is priced in the stock. Chattem has moved 100% since Cramer's initial recommendation, and he thinks it would be greedy not to sell. In a surprising apparent about face from his position earlier in the week, Cramer would take some gains in the four horsemen stocks: Google, Research in Motion, Apple and Amazon. Hedge funds are driving up the price of these stocks by purchasing shares at a high volume. He says the bubble should burst around Friday, at end of the quarter, and he would buy more then, since he believes the companies will rebound.
CEO Interview: Patrick O'Dea, Peet's Coffee and Tea (PEET)
Cramer asked Patrick O'Dea if he was worried about news that Starbuck's may face a decline, and O'Dea responded he thinks PEET's is a smaller company that focuses on the coffee rather than the ambience and is growing 20% every year. Cramer would stay with Peet's.
Published by SeekingAlpha

Labels: AAPL, AMZN, CHTT,