Jim Cramer's Mad Money Review

Bullish calls:
Amazon (AMZN): 'There's somebody who does a lot of shipping, and a stock I like. Let's wait for that stock to pull back.'
AK Steel (AKS)
Reliance Steel (RS)
Vulcan Materials (VMC)
DynCorp (DCP): 'The stock's up at $23, but I've got to tell you something, I think it's has more to it.'
Celgene (CELG): 'We've been buying CELG since $54-55, when Bob Hugin, the excellent COO... gave us the upside.'
Transocean (RIG):' I'd rather see you in RIG.'
Global Santa Fe (GSF):
Schlumberger (SLB)
Gardner Denver (GDI): ' … even though it was up yesterday, I'd rather see you in Gardner Denver.'
Bearish calls:
China Precision (CPSL)
Heelys (HYLS): 'HLYS is a broken stock and a broken company. I cannot think of a reason to own it.'
Alcan (AL): 'I want you to hang up right now and sell, sell, sell... You've won my friend. You can only lose.'
Texas Industries (TXI)
China BAK Battery (CBAK): 'All I know is, if you're greedy on these, you will get annihilated. I want you to take half off right now, and let the rest run.'
Target (TGT): 'I can't think of a catalyst to move it.'
Bare Escentuals (BARE): 'I want to stay away from the fragrance group. I've got nothing good to say about it.'
Avon Products (AVP)
International Flavors & Fragrances (IFF)
United Parcel Service (UPS): ' … when the economy slows, you don't want to be in these stocks.'
FedEx (FDX)
Hansen Medical (HNSN): 'I want you to take the gain. There are better fish to fry.'
J.C. Penney (JCP): 'JCP's an inexpensive stock that I don't have a catalyst (for) … Don't buy, Don’t buy.'
Kohl’s (KSS)
Vanda Pharmaceuticals (VNDA): 'I'm saying no to VNDA, and I want you to buy CELG.'
Hercules Offshore (HERO)
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Labels: AKS, AL, AMZN, AVP, BARE, CBAK, CELG, CPSL, FDX, GDI, GSF, HYLS, Jim Cramer, Lightning Round, RIG, RS, SLB, TGT, TXI

Bullish:
SunPower (SPWR) and First Solar (FSLR): Cramer thinks that are all better alternative energy plays.
Sirius (SIRI): Likes better than XM radio.
Cummins (CMI): Don't walk away from. Take a little off the table.
Celgene (CELG): Buy instead of Amgen
Caterpillar (CAT): Let it come in..then buy.
US Steel (X) or Reliance Steel (RS).
China Finance Online (JRJC)
Bearish:
Headwaters (HW): Better plays in the energy sector.
XM Satellite (XMSR)
Tribune (TRB): Cramer thinks that the $34 per share deal will go through, even though it is a bad deal for employees, because Sam Zell is a man of his word. Employees should "Sell, Sell, Sell!"
Blockbuster (BBI): Don't have a good view of this stock. Don't buy.
Fossil (FOSL): Sell
CIT Group (CIT): Don't buy.
Arcelor Mittal (MT)
Amgen (AMGN):

Labels: CAT, CELG, CMI, FSLR, Jim Cramer, JRJC, Lightning Round, Mad Money, RS, SIRI, SPWR, X

Corning (NYSE: GLW - News): ' ... you should be buying Corning (NYSE: GLW - News), which was unceremoniously dumped after a good quarter.'Lundin Mining (AMEX: LMC - News): 'All mineral stocks are getting hammered here... every single one of them ... There was just a huge amount of takeovers in this industry. Now they're dying down... You accumulate LMC... We like the combination copper, the lead... We like their product portfolio ... We have been right to buy. It will be no different this time.'NYSE Euronext (NYSE: NYX - News): 'I have been wrong so far... I believe fundamentally in the story. I can't change my view, because the fundamentals have borne me out... I am sorry, and I too am in the house of pain. I still believe though.'Prudential Financial (NYSE: PRU - News): 'They knocked it down $3 bucks... There were some concentrated raids on all the insurers ... they've got a gigantic portfolio... PRU is a great company. And it will not founder on subprime... one of the few financials I want to own!'Honeywell (NYSE: HON - News): 'There's a guy who runs that company... his name is Dave Cote. That man inspires a tremendous amount of confidence ... He's a transforming manager. He's generating a huge amount of cash... His order book is full. And I want to buy that stock right here.'Companhia Vale do Rio Doce (NYSE: RIO - News): 'This is a company that has a hammerlock on all the nickel in the world! I would not give up on these guys... As a matter of fact, any weakness ... Stocks that are up huge are getting register rung. It's the summer. That's what happens every year.'BHP Billiton (NYSE: BHP - News)Apple (NasdaqGS: AAPL - News): 'I think the raids are over. I think it's ready to resume its climb. I am not backing away from AAPL at $135. Now, when it got back to $145, please, let's do some schnitzelling (i.e., sell some).'Reliance Steel (NYSE: RS - News): 'I have been recommending Reliance Steel, which had a better quarter (than Nucor.'Chordiant Software (NasdaqGM: CHRD - News): 'They just reported a great quarter yesterday. It was great ... Let's ride that one a little bit more.'
Bearish calls:
Syntax-Brillian (NasdaqGM: BRLC - News): 'No, no! Don't buy, don't buy. Keep looking ... you should be buying Corning.'Kroger (NYSE: KR - News): 'Safeway, Kroger... They've not been recording good quarters. They've been hurt by food inflation... If it lifts, sell, sell, sell... I would trim it back.'Nucor (NYSE: NUE - News): 'I cannot get behind NUE. There are too many flies in the steel story now, with the potential slowdown in commercial real estate, if we don't get a Fed rate cut. 'Great Lakes Dredge & Dock (NasdaqGM: GLDD - News): ' ... that's one I can't go back to. That was a trade.'
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Labels: AAPL, BHP, CHRD, GLDD, GLW, HON, Jim Cramer, KR, Lightning Round, LMC, NUE, NYX, PRU, RIO, RS

Bullish calls:
Caterpillar (NYSE: CAT - News): 'I wish I hadn't talked about it, so I could have bought more... I urge you to buy that. I see an upside surprise.'Level 3 Communications (NasdaqGS: LVLT - News): 'We caught it at $3. It went to $6. It's pulled back. I don't know when the (bandwidth) shortage is going to flash, 'Shortage! Shortage! Shortage!,' but when it does, you can't wait and then buy it! You have to keep it now.'Allscripts Healthcare Solutions (NasdaqGS: MDRX - News): 'Hey, anything that does healthcare cost containment like Medco Health is just fantastic in this market. It's a triple buy!'Cheesecake Factory (NasdaqGS: CAKE - News): ' ... they have to put up more stores. I think it's a decent buy right here. It's come down a lot. Let's pull the trigger on some CAKE... even though the bears would say that no one is ever going to have cheesecake, because they can't afford it anymore...'Johnson Controls (NYSE: JCI - News): ' ... the lead just killed them! I think the lead price is coming down... I think JCI is going back up. I like the stock. This is a classic example of what you should be buying right now...'Amylin Pharmaceuticals (NasdaqGS: AMLN - News): 'I think biotech is precisely right going into the fall. AMLN is good ... new position. I have not liked that stock... 'Amgen (NasdaqGS: AMGN - News): 'Amgen is good...'Ladish (NasdaqGM: LDSH - News): 'I think that LDSH is a great buy, but the one thing I'd caution... How many stocks can say this?... 52-week high... but again, jet engines. That's a keeper.'Woodward Governor (NasdaqGS: WGOV - News)Sun Microsystems (NasdaqGS: SUNW - News): 'Unbelievable quarter ... This is a company I have hated for a decade! I got bullish on it about a quarter ago ... Don't run from SUNW. Run to it! Buy, buy, buy!'Ryerson (NYSE: RYI - News)Reliance Steel (NYSE: RS - News): ' ... as good as RYI is, Reliance Steel is even better!'Google (NasdaqGS: GOOG - News): ' GOOG's done going down. The bears are going to be trapped ... I think GOOG's going back to its high ... No one thinks that except for me... Buy, buy, buy!'Continental Resources (NYSE: CLR - News): 'I think you can stick with CLR.'XTO Energy (NYSE: XTO - News): 'I am sticking with, and buying for my charitable trust, XTO Energy, which is now the cheapest oil and gas company in the world!'
Bearish calls:
Whirlpool (NYSE: WHR - News): 'That was a bad quarter ... It wasn't saved by Brazil. I've got to give you a don't buy.'
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Labels: AMGN, AMLN, CAKE, CAT, CLR, GOOG, JCI, Jim Cramer, LDSH, Lightning Round, LVLT, MDRX, RS, RYI, SUNW, WGOV, WHR, XTO

Here are 7 trading ideas for today. These lists come directly from the TradingMarkets Stock Indicators page and are based upon our latest quantitative research.
Bullish
5+ Consecutive Down Days: These are stocks that have closed down for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that close down for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge. Historically, these stocks have provided traders with a significant edge.
Nokia (NYSE:NOK - News) & Cephalon (NasdaqGS:CEPH - News). NOK's PowerRating is 6, and CEPH's PowerRating is 7.
5+ Consecutive Lower Lows: These are stocks that have made a lower low for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that make lower lows for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Peabody Energy (NYSE:BTU - News) & Chesapeake Energy (NYSE:CHK - News). BTU's PowerRating is 7, and CHK's PowerRating is 6.
2-Period RSI Below 2: These are stocks that have a 2-period RSI reading below 2 and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving with a 2-period RSI reading below 2 have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Reliance Steel (NYSE:RS - News). RS's PowerRating is 7.
Bearish
5+ Consecutive Up Days: These are stocks that have made a higher high for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that make higher highs for five or more days have shown negative returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
DexCom (NasdaqGM:DXCM - News). DXCM's PowerRating is 2.
5+ Consecutive Higher Highs: These are stocks that have made a higher high for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that make higher highs for five or more days have shown negative returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Intuit (NasdaqGS:INTU - News). INTU's PowerRating is 4.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: BTU, CEPH, CHK, DXCM, Hot Stocks, INTU, NOK, RS

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

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

Buy Reliance Steel (RS) off the big deal between U.S. Steel (X) and Lone Star (LSS) deal, Jim Cramer said Thursday on CNBC's "Stop Trading!" segment.
Cramer said Reliance, up 3% Thursday afternoon, is "the cheapest that's left" among the consolidation-crazed steel names. Of the U.S. Steel plan to acquire Lone Star, Cramer said, "What a deal."
Cramer likes GlobalSantaFe (GSF), saying a "monster seller" in the stock is giving investors an opportunity to "take advantage of the weakness" that has the stock down fractionally Thursday. Cramer believes Norway's SeaDrill could end up buying or merging with GlobalSantaFe.
Cramer likes Tata Motors (TTM), the Indian auto play, and is taking a look at Frozen Food Express (FFEX) and RadioShack (RSH) on Bob Olstein's advice।
Published by thestreet.com

Labels: FFEX, GSF, Hot Stocks, Jim Cramer, Jim Cramer's Stop Trading, LSS, RS, TTM, X

Lockheed Martin (NYSE: LMT - News): 'I think LMT is incredibly cheap. It's got a huge buyback. A question whether it even needs to be public. I would buy that stock hand over fist, every time it gets hammered. It's been a big winner, and it will stay a big winner.'Reliance Steel (NYSE: RS - News): 'RS is the cheapest stock left in the group. I look at RS, in the mid-$40s, and I think it's a travesty... The stock deserves to sell in the $50s... 'Freeport-McMoRan (NYSE: FCX - News): ' There are very few stocks that I feel have created value by merging in this country... FCX has created a giant colossus of copper... As the Chinese continue to buy copper, you are going to coin money FCX... I typically don't like the cyclicals right here. FCX is a buy, buy, buy, and I want you to stay long it. FCX, you rock!'Jacobs Engineering (NYSE: JEC - News): ' It has reported two great upside surprises. And it does not get the respect ... JEC is best in show.... trades very difficult... I think $90 goes to $110. I like the infrastructure group. They're doing a great job.'Foster Wheeler (NasdaqGS: FWLT): 'I like FWLT.'Transocean (NYSE: RIG - News): 'I've got to go with best of breed RIG. Long Live RIG!'GlobalSantaFe (NYSE: GSF - News)
Neutral calls:
Riverbed (NasdaqGM: RVBD): 'It has now pulled back to $26. There is a sense that the stock is played out, and the reason is that there's been so much insider selling. I am now in 'wait and see' mode in RVBD.... I can't pull the trigger on RVBD, until I see the quarter...'
Bearish calls:
United States Steel (NYSE: X - News): 'Swap out of X and get into RS.'Southwest Airlines (NYSE: LUV - News): 'it was the once-great - because no one else had its recipe... and now everyone's got its recipe... and now, it's a don't buy ... LUV has got to come down before I can recommend it.'Advanced Micro Devices (NYSE: AMD - News): 'I've got to take the extraordinary step of pressing every single bad button there is! Sell, sell, sell! The house of pain... There is no reason for AMD to live! It has no purpose! It has nothing going for it! If you're in AMD, I give you permission right now to leave, and sell that stock!'GameStop (NYSE: GME - News): 'The new product's dried up a little, so I've got to tell you, I would not buy GME until we get closer to the Christmas season. I think it does nothing for now.'Diamond Offshore (NYSE: DO - News): 'No. DO does not have the leverage to the world that RIG has. It has a little too much Gulf of Mexico for me ... I cannot bless that stock.'
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Labels: AMD, DO, FCX, GME, GSF, JEC, Jim Cramer, Lightning Round, LMT, LUV, Mad Money, RIG, RS, X

Bullish calls:
Arch Coal (NYSE: ACI - News): 'It's been $30, give or take a point, for so long now that I'm beginning to think that there isn't anything that could move the stock ... you should not get discouraged. ACI is buying the stock back ... it remains in bull mode. Buy, buy, buy! 'Peabody Energy (NYSE: BTU - News): ' ... and I'm throwing in BTU, because the coal companies are just too darn cheap. And even if the Democrats take over the White House... 'Universal Stainless (NasdaqGM: USAP): 'I like it ... 'Reliance Steel (NYSE: RS - News): ' I also like RS, which always tends to lag and be a great second-day play...'Terex (NYSE: TEX - News): '... I caught a triple in TEX, and that's the horse that brought me here. I'm going right back to TEX. If you want industrial machinery, go to TEX.'Manitowoc (NYSE: MTW - News): ' I like it, but you know what? ... I like TEX and CAT more than MTW...'Caterpillar (NYSE: CAT - News)Cisco (NasdaqGS: CSCO): ' It hugs $25. It didn't go lower during the nuclear selloff that we had last Tuesday... What does that tell you? It tells you to pull the trigger and go with Chambo!'Amgen (NasdaqGS: AMGN): 'I have been struggling over this AMGN. I know, I recommended it at $66... Aranesp is in trouble. That's their anemia drug. I can't get any visibility, but at 14x earnings, perhaps the worst is over... I think it's down enough that you have to at least put a little more in ... I want to stay with AMGN.'
Bearish calls:
Alcatel-Lucent (NYSE: ALU - News): 'As long as that management team is in place, sell, sell, sell! From now on, I'm banning ALU from the Lightning Round.'Consol Energy (NYSE: CNX - News): ' You're going to be in an energy company that makes coal, I am going to refer you to... both ACI and BTU, which I like more than CNX.'TiVo (NasdaqGM: TIVO)Sonus Networks (NasdaqGS: SONS): ' Oh man, voice infrastructure. Look, I just think you're making life too hard, and I'm against that.'
Published By SeekingAlpha

Labels: ACI, ALU, BTU, CAT, CNX, CSCO, Jim Cramer, Lightning Round, Mad Money, MTW, RS, TEX, TIVO

On Speculation: Landec Corp (NasdaqGS: LNDC)Cramer announced that he was going to discuss speculative stocks on Fridays to give investors a weekend to cool off before pulling the trigger on potentially risky companies. Friday's speculative play was LNDC, a $12 stock that, according to Cramer, is in the hottest part of one of the hottest sectors, which is seed technology. LNDC's technology, "intellicoat," prevents seeds from germinating and absorbing water too early, and allows farmers to plant up to four weeks ahead of time. Cramer says, "if corn is the next oil, LNDC is the equivalent of a pressure pumper that gets more oil out of the well." He advised investors to use limit orders and not to buy an entire position at one time.The Week Ahead: Prudential (NYSE: PRU - News), Metlife (NYSE: MET - News), Aon Corp (NYSE: AOC - News)Cramer commented that he doesn't like the market here, that the financials are "acting terrible," the real estate market is a "total collapsed bubble," and that gold, "ever the enemy of paper" is going up and that gold investors should take profits. In this "glass is half-empty" environment, Cramer warns of selloffs in even the best companies, and suggests buying only half of the intended amount and making a move at the end of the week after the "selling squall." He likes Prudential, which reported a "beautiful quarter," AOC, and MET, which is best-of-breed and is the "big sleeper" of next week with 10% accelerated growth. Cramer would buy it before and after its earnings report and recommends patience if it doesn't rise immediately.Chipotle Mexican Grill (NYSE: CMG - News) and Denny's (NasdaqCM: DENN)Concerning CMG and DENN, Cramer says he doesn't mind fact that these companies have debt because their financials are still good, they can refinance at low rates thanks to the strong bond market, and can raise earnings per share by decreasing interest payments. He calls Denny's a "bad going to good" story, but would wait, and calls CMG a "good going to better" story which will have a "fantastic quarter." However, Cramer would hold off until CMG gets hit and would buy it low.Life Time Fitness (NYSE: LTM - News), Baidu.com (NasdaqGM: BIDU), Psychiatric Solutions (NasdaqGS: PSYS)LTM has "come in a tad" from where Cramer recommended it as a generational play, but he would still buy it as a long-term stock. He comments that BIDU has just a fraction of Google's value and better growth potential, but is in a precarious position because of China's Communist government. Since BIDU tends to trade wildly after it reports, he would use a downturn as an opportunity to buy it cheaply. Cramer notes that PSYS' management has been bullish ahead of the quarter, and would buy some stocks ahead of time, since PSYS has been acquiring companies, and Cramer expects a "big number bump" next week.Masco Corp. (NYSE: MAS - News), KBH Home (NYSE: KBH - News), Daktronics (NasdaqGS: DAKT), Reliance Steel (NYSE: RS - News)Cramer would ring the register on MAS before it reports, since it has had a big run. He predicts that KBH will see a huge selloff, and would sell it before it reports and buy the stock back lower. Cramer likes DAKT which is "remaking the billboard industry in its own digital image" and is building huge billboards at sports stadiums. He would use the 8% dip as an opportunity to get in before it reports. Cramer would take profits in RS because it has risen 8 points since he recommended it.Published By SeekingAlpha

Labels: AOC, BIDU, CMG, DAKT, DENN, Jim Cramer, KBH, LNDC, LTM, Mad Money, MAS, MET, PRU, PSYS, RS

Treehouse Foods (NYSE: THS - News)-Cramer comments that although some public leveraged-buyout firms, such as KKR and AP Alternative Assets are down, Treehouse Foods is on the way up. THS is "an acquisition vehicle and a growth story" which has a "virtuous cycle," according to Cramer because it makes more acquisitions as it goes higher, and these deals put the company in a good position. Cramer would buy the stock now at its 52-week high because its "high share price is the currency it uses to buy other companies."Oregon Steel (NYSE: OS - News) Reliance Steel (NYSE: RS - News), Nucor (NYSE: NUE - News)-Hype over an article in the Wall Street Journal about a glut in the steel market caused many investors to miss out on "sweet" stocks like Oregon Steel. The article neglected to mention that these stocks were trading at five to six times earnings, and the glut was already priced in. However, it is not too late to pick up Reliance Steel, says Cramer, which may be taken over since there is a lot of consolidation going on the the steel industry, excluding Nucor, which Cramer thinks is doing too well to be bought. Reliance reported a great quarter, notes Cramer, and has strong fundamentals.Interpublic Group (NYSE: IPG - News)-Cramer likes this company because it is coming back after having been a "horrid disappointment" with its accounting problems, although this turnaround has not yet been reflected in the stock. Recently IPG "snagged a massive contract with GlaxoSmithKline" and is working with Wal-Mart, notes Cramer who adds that the company had a great quarter, is cutting expenses and is increasing revenue. Since none of its contracts are under review, IPG will not lose customers: "The bottom has been put into this stock, and opportunity is knocking. It is a triple buy," says Cramer.CEO Interview: Sylvester "Chip" Johnson of Carrizo Oil & Gas (NASDAQ: CRZO - News)-When Cramer asked Chip Johnson why investors should buy shares of his company which has natural gas exposure, he replied "Even in the near-term, gas storage is full, but is only about 4% higher than the highest level it reached a couple of years ago." He recommended taking a long-term view and said that his company had "one of the biggest anchorage positions" in Texas gas field BarnettShale. Johnson admitted that he wasn't sure why natural gas has hit bottom. "We had most of our gas hedged, so we weren't worried about it in the near-term, but the fact that it has bounced back now seems a little premature to us." Cramer suggested that while those who are bullish on natural gas should buy CRZO, he is not bullish.

Labels: CRZO, IPG, Jim Cramer, Mad Money, NUE, OS, RS, THS