Jim Cramer's Mad Money Review

This site is dedicated towards tracking Jim Cramer's stock picks on his TV show Mad Money. Read about and discuss Jim Cramer's ability to move markets. Be ahead of the stock market. Get the news before its news.

Wednesday, September 12, 2007

Jim Cramer's Mad Money Stock Recap Sept. 11th

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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Thursday, January 11, 2007

Jim Cramer's Mad Money Lightning Round, Jan. 10th

Bullish calls:
Dell (NASDAQ: DELL - News): 'I have to tell you, you don't sell any of these PC stocks ahead of the Vista launch. You sell them one day after the Vista launch, and then I will do the sell, sell, sell."eBay (NASDAQ: EBAY - News): 'I am a minority of one. I genuinely think that EBAY is a good stock. ...said that they're buying Stub Hub, which I think is a brilliant acquisition. I'm not backing away; I'm backing the truck up for EBAY.'Boeing (NYSE: BA - News): 'People keep wanting to get off the BA horse. They're wrong! Monster quarter coming. AirBus still can't make the planes, for heaven's sake. I want to continue to buy BA, until it gets to $100.'Boston Scientific (NYSE: BSX - News): 'The stock has been soggy now for about 80 cents ... But! That means it's an opportunity. And, yes! BSX - ever since we recommended it a dollar ago - has been on a slow creep up. I think it goes to $20 bucks, and then let's reconfigure.'Google (NASDAQ: GOOG - News): ' This company's going to have a good quarter. Notice that - every time it creeps up on the up days, I want to own this stock under $500. My price target remains in the $600 level. It will get there. Do not lose faith.'Blockbuster (NYSE: BBI - News)Rite Aid (NYSE: RAD - News)Crown Castle (NYSE: CCI - News): 'I'd swap out of C and move into CCI.'Advanced Micro Devices (NYSE: AMD - News): 'I think AMD's cheap ... I think AMD is better than Intel. I want to own AMD, ahead of the Vista launch.'Allegheny Technologies (NYSE: ATI - News): 'Those of you that are still looking for a new name, ATI has pulled back $10. Bring it in, bring it in. Buy, buy, buy!'Cisco (NASDAQ: CSCO - News): ' ... one of my growth stocks of the year.'Lundin Mining (AMEX: LMC - News): ' I recommended this stock because I think it's got good fundamentals, and I think it can get a takeover. I'm not backing away from that. But ... commodities are in free fall right now ... Give it a little room, and then buy, because that thesis isn't going away. It's just right now dormant.'Allergan (NYSE: AGN - News): 'AGN has been going down off of a CIBC report that I think is gravely mistaken, saying that the breast implant business is not going to be good for AGN ... AGN's got Juvaderm ... AGN's got Botox ... I need you to buy AGN.'Hewlett-Packard (NYSE: HPQ - News): 'The only PC stock you can own for the whole year is HPQ. Because Mark Hurd is better than the average bear.'Lowe's (NYSE: LOW - News): 'I much prefer LOW. LOW's is better than Home Depot.'Monsanto (NYSE: MON - News): 'The analysts continue to hate it. I continue to like it. I like all the hybrid new corn that they've got.'
Bearish calls:
Sirenza Microdevices (NASDAQ: SMDI - News): 'SMDI is radio frequency for the SIRI [Sirius Satellite Radio] satellites of the world ... I want to steer clear. I am telling you, sell SMDI and never look back.'Brocade (NYSE: BRC - News): 'I think BRCD's had a nice run and it's time to move on. They did that good merger with MacData... 'Citigroup (NYSE: C - News): ' ... it's still run by a lawyer, and we don't really care for banks that are run by lawyers ... C is not going to hurt you. I just don't think it's a great stock to own. Let's cut back a little.'Anadigics (NASDAQ: ANAD - News): 'No on radio frequency names; it's too competitive and I don't want to be there. Sell, sell, sell!'H&R Block (NYSE: HRB - News): 'No. Sell, sell, sell. Permanent sell. Plus, they've run afoul of Governor Spitzer. No.'Home Depot (NYSE: HD - News): 'No, no. I don't want HD, even though I like it long-term.'RTI Metals (NYSE: RTI - News): 'I would schnitzel out of RTI, and go into ATI.'
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