Jim Cramer's Mad Money Review

Bullish calls:
Vodafone (VOD): 'You know I like VOD!... It's part of my European invasion... ' Verizon (VZ): 'Ivan Seidenberg [CEO]... why have you been hiding? Why don't you come on the show? You know I love you... I do. I think he's fabulous.' Unilever (UN) Sirius Satellite Radio (SIRI): 'I think the merger happens in the first quarter. I've been recommending this stock since $2.75 … you're going to get $6, when the deal comes across... At $6 bucks, then we're done.' Hologic (HOLX): 'This one is - buy, buy, buy! - my absolute favorite right now, when it comes to diagnostics. It was knocked down a couple of points because of that financing..' FCStone Group (FCSX): 'It's just unbelievable how good FCSX turned out to be, and I'm sorry that I gave it just a trade, and not an investment.' Best Buy (BBY): 'BBY is best in show.' Costco (COST): 'I like BBY. Not as much, though, as I like 52-week high, Costco!' Sonic (SONC): 'But SONC is in there buying back stock. It's a regional-to-national store chain. I reiterate that I like that stock very much!' Diamond Offshore (DO): 'Maybe you take a little off the table, but that is some great company!' Transocean (RIG): 'I don't like [Diamond Offshore] as much as I like Transocean.'
Bearish calls:
Broadcom (BRCM): 'No way, no way... sell, sell, sell! BRCM is just challenged.' LHC Group (LHCG): 'I 'm not a believer in that business.' Qualcomm (QCOM) Centex(CTX)
Published By SeekingAlpha

Labels: BBY, BRCM, COST, CTX, DO, FCSX, HOLX, Jim Cramer, LHCG, Lightning Round, Mad Money, QCOM, RIG, SIRI, SONC, UN, VOD, VZ

Bullish
Morningstar (MORN),
Blackstone (BX),
Fifth Third Bancorp (FITB),
Sonic (SONC),
Cisco (CSCO),
Motorola (MOT),
Nokia (NOK),
EMC (EMC)
Caterpillar (CAT).

Bearish
Netgear (NTGR)
Infosys Technologies (INFY),
Audiovox (VOXX),
VMware (VMW),
Clearwire (CLWR)
Alvarion (ALVR).

Labels: BX, CAT, CSCO, EMC, FITB, Jim Cramer, Lightning Round, Mad Money Lightning Round, MORN, MOT, NOK, SONC

Buy Back Stock, Get Taken Over: Cigna (NYSE: CI - News), Sonic (NasdaqGS: SONC), United Stationers (NasdaqGS: USTR)
Cramer observed an interesting fact about takeovers; out of 14 companies which bought back a minimum of 17% of their stock last year, four were taken over. Although four out of 14 may not be an impressive figure at first glance, Cramer comments finding a takeover is like winning the lottery. Companies who buy back stock agressively are keen to increase their own value; "Any company buying back 17% or more of its shares doesn't need to be public." Cramer devoted the program to discussing potential takeover targets with generous buybacks. He gave a passing mention to CI, which is repurchasing stock, although he has covered the company already, and SONC, which he did not discuss because he is concerned about consumer spending. His first featured stock was office products wholesaler USTR, which has a buyback level of 20% and is a "primo" takeover target. He adds the company has a "good margin expansion story" and is currently covered by only three analysts.
On the Brinks (NYSE: BCO - News)
Brinks bought back 21% of its stock in 2006, and Cramer comments companies like BCO don't "just shrink the float -- they devour it." One segment of the company produces armored cars and the other manufactures security alarms, and BCO could split itself in two or could be bought. Cramer notes BCO is paying off its debts as aggressively as it is buying back stock.
The Skinny on Weight Watchers (NYSE: WTW - News)
Cramer's favorite stock on Monday was WTW, not only because obesity is a hot issue, but because it has among the most "voracious" buybacks he has ever seen along with a generous cash flow. He adds WTW is a "tremendous" brand, has a good business model, strong licensing and online businesses, and a satisfying quarterly report. Cramer predicts if WTW doesn't get bought, it could take itself private; "takeover or no takeover, Weight Watchers is a buy," Cramer said.
CEO Interview: Peter Georgiopoulos, CEO and Chairman of General Maritime (NYSE: GMR - News), Chairman of Genco Shipping & Trading (NYSE: GNK - News), and Chairman of Aegean Marine Petroleum (NYSE: ANW - News)
When Cramer asked why Peter Georgiopoulos wears so many hats, he replied that while it would be simpler to consolidate the three companies, shareholders prefer to be invested in a specific market; "we think we'll get a better valuation for a pure play." Georgiopoulos notes GMR is up 40% since December and has a fixed $2 dividend in the works. Cramer said Georgiopoulos " is the guy I'm sticking with."
Published by SeekingAlpha

Labels: ANW, BCO, CI, GMR, GNK, Hot Stocks, Jim Cramer, Mad Money, SONC, USTR, WTW

Accenture (NYSE:ACN - News) beat earnings late Tuesday with $0.47 EPS over an expected $0.42 EPS. ACN's PowerRating is 6.
Arrow International (NasdaqGS:ARRO - News) missed earnings Tuesday afternoon; analysts were looking for $0.36 EPS, but the company announced $0.32 EPS. ARRO's PowerRating is 6.
It was reported that Sanofi-Aventis (NYSE:SNY - News) could be eying a partnership with Bristol-Meyers Squibb (NYSE:BMY - News). SNY's PowerRating is 4, and BMY's PowerRating is 5.
Paychex (NasdaqGS:PAYX - News), Resources Connect (NasdaqGS:RECN - News) and Sonic (NasdaqGS:SONC - News) all report on Wednesday after the market closes, so watch for heightened price action and volume ahead of the bell. PAYX's PowerRating is 6, RECN's PowerRating is 4 and SONC's PowerRating is 4.
PowerRatings are courtesy of PowerRatings.net

Labels: ACN, ARRO, BMY, Hot Stocks, PAYX, RECN, SNY, SONC