Jim Cramer's Mad Money Review

Bullish
AT&T (T),Verizon (VZ),Boeing (BA)- BullishSears (SHLD)- bullish because they are buying back a lot of stock, they have large real estate holdings, and their earnings from Sears Canada will be strong.National Oilwell Varco (NOV) and Transocean (RIG)- likes both.Freeport-McMoRan (FCX),comScore (SCOR)- recommended a couple weeks ago..still bullish.Oshkosh Truck (OSK),Masimo (MASI)- Cramer had the CEO on the show a couple weeks ago and he was bullish on the stock, and now Cramer agrees.First Solar (FSLR),SunPower (SPWR)MEMC Electronic Materials (WFR).
Bearish
MetroPCS Communications (PCS)- thinks AT&T (T) and Verizon (VZ) are better wireless plays.Titanium Metals (TIE)- recommended Freeport McMoran (FCX) instead.Allegheny Technologies (ATI),Spartan Motors (SPAR)- likes Oshkosh Truck (OSK) instead.LDK Solar (LDK)- stay away.lululemon (LULU)- ring the register.

Labels: ATT. T, BA, FCX, Jim Cramer, Lightning Round, Mad Money Lightning Round, RIG, SCOR, SHLD, VZ

On Tuesday's show, Cramer started by talking about the acquisition of Commerce Bank (CBH) by TD Bank, and how he feels that Canadian banks will buy more US regional banks because of the strength of the Canadian dollar. Cramer listed 9 other banks that he thinks could be takeover targets; National City (NCC), New York Community Bank (NYB), Comerica (CMA), KeyCorp (KEY), Hudson City Bank (HCBK), M&T Bank (MTB), BB&T (BBT), Fifth Third Bank (FITB), Capital One (COF)
CVS Caremark (CVS): Cramer thinks it was unfairly punished by Walgreen's (WAG) bad quarterly report yesterday. Cramer thinks that CVS will be able to profit for the same reason that Walgreen's had problems because of their merger with Caremark. CVS is now "best of breed" in the pharmacy sector.
Cramer then took a phone call about Wal-Mart (WMT) which he thinks is not a big factor in this sector.
After the lightning round, Cramer was looking for more overlooked IPOs. Today's pick was comScore (SCOR). This stock is the Nielsen of the web and gives companies data to help them advertise better. They are in the early stages of growth.
CEO of Perry Ellis (PERY) was on the show. Cramer thinks the stock is not for him, and asked the CEO some tough questions.
In the last segment, Cramer talked about Baidu.com (BIDU), which he said is up 136% since he recommended the stock. He "commands you" to take your cost basis out of the market to lock in profits.

Labels: BBT, CBH, CMA, CVS, HCBK, Jim Cramer, KEY, Mad Money, Mad MOney Recap, MTB, NYB, SCOR, WMT