Jim Cramer's Mad Money Review

Bullish calls:
Total System (NYSE: TSS - News): 'I think Total System is worth much more than $27.'Crocs (NasdaqGS: CROX - News): 'will always keep some Crocs on hand ... I like the stock. It's had a nice pullback. It's having a nice quarter. ... I want to reiterate that Crocs is still in the growth phase. I'm not abandoning the story.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): 'That's the one you want to be in.'Eagle Bulk Shipping (NasdaqGS: EGLE - News)General Maritime (NYSE: GMR - News): ' ... you know I like Gen-Mar.'Apple (NasdaqGS: AAPL - News): 'I think Apple's come back enough. I like it. It's one of my four horsemen. I know it's been crushed.'Terex (NYSE: TEX - News): 'Terex is an inexpensive company that over the next few months is going to go up big.'BioMarin Pharmaceutical (NasdaqGM: BMRN - News): 'That company is smoking. All the tests are good.'International Game Technology (NYSE: IGT - News): 'The way to play the big casinos. ... Great buybacks ... smart management. ... I think I'm gonna be right. I'm buying IGT. I'm sticking with IGT.'
Bearish calls:
QLogic (NasdaqGS: QLGC - News): 'They missed the quarter. We have so many tech stocks we like that are reporting great numbers. We do not need to go down the QLogic path.'Cepheid (NasdaqGM: CPHD - News): 'I still think the stock is too high. I want to ring the register.'Acadia Pharmaceuticals (NasdaqGM: ACAD - News)Knight Transportation (NYSE: KNX - News)WMS Industries (NYSE: WMS - News): 'I don't want you in that. It's not best of breed.'
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Labels: AAPL, ACAD, BMRN, CPHD, CROX, EGLE, GMR, IGT, Jim Cramer, KNX, Lightning Round, NSTK, QLGC, TEX, TSS, WMS

Freeport-McMoRan (NYSE: FCX - News): 'A lot of people were shaking today when it was down $4. That was a mistake. The quarter was a thing of beauty. ... I think you should stay in FCX. Copper and gold? We need 'em both.'Celgene (NasdaqGS: CELG - News): 'Buy some Celgene!'Schlumberger (NYSE: SLB - News): 'This company is the best in show. I gotta tell you something. It ain't done. You know what this company is? It's $80 going to $120. ... Get some Schlumberger.'Ford (NYSE: F - News): 'Go buy the Ford preferred. Don't buy the common.'Bank of America (NYSE: BAC - News)Citigroup (NYSE: C - News)Hologic (NasdaqGS: HOLX - News): 'It has to close this deal. Until it closes this deal, you're not going to get the ramp that you want. ... This is going to own women's diagnostics. They're going to own it, and when they do, this stock is going to go up huge.'Dominos Pizza (NYSE: DPZ - News): 'It reported this great quarter. ... Remember, just up $2 almost. I prefer to buy it under $20. Be patient.'Tata Motors (NYSE: TTM - News): 'I'm going to give this only a lukewarm buy up here.'Accenture (NYSE: ACN - News)Trinity Industries (NYSE: TRN - News): ' I like Trinity because I like rails. When you think of rails, you think of a company that makes rail cars. That's Trinity.'Leucadia National (NYSE: LUK - News): 'It's just a couple of guys that run money. They do a good job. ... I'm never going to dis them.'Brookfield Asset Management (NYSE: BAM - News)Nike (NYSE: NKE - News)Caterpillar (NYSE: CAT - News): 'You need to be in Caterpillar.'Terex (NYSE: TEX - News)
Bearish calls:
Human Genome Sciences (NasdaqGM: HGSI - News): 'Don't mess with Human Genome Sciences. Buy some Celgene.'ING (NYSE: ING - News): 'That's a bank I don't really care for.'Spartan Motors (NasdaqGS: SPAR - News): 'This was a great trade. It has since turned into a bad one, and I've gotta tell you, bad ones don't come back. ... I don't want to own this anymore.'Joy Global (NasdaqGS: JOYG - News): 'Too levered to coal. That was a nasty, ugly quarter. I can't sugarcoat it.'Nokia (NYSE: NOK - News): 'Do I like Nokia? Absolutely. Do I think that you're being a hog? Absolutely. You're selling half tomorrow morning, my friend.'

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Labels: ACN, BAC, BAM, C, CAT, CELG, DPZ, F, FCX, HGSI, HOLX, ING, Jim Cramer, Lightning Round, LUK, NKE, SLB, TEX, TRN, TTM

Six Bulls: John Deere (NYSE: DE - News), Monsanto (NYSE: MON - News), Sociedad de Chemica (NYSE: SQM - News), Caterpillar Inc. (NYSE: CAT - News), Terex (NYSE: TEX - News), Manitowoc (NYSE: MTW - News), Foster Wheeler (NasdaqGS: FWLT - News), McDermott International (NYSE: MDR - News), Jacobs Engineering (NYSE: JEC - News), Boeing Co. (NYSE: BA - News), Halliburton (NYSE: HAL - News), Royal Dutch Shell (RDS-A), Exxon Mobil (NYSE: XOM - News), Freeport McMoran (NYSE: FCX - News), Lundin Mining (AMEX: LMC - News)Cramer dedicated the program to discussing six bull markets and recommending stock picks for each sector.Agriculture: Cramer commented on a "disturbing" editorial in the New York Times which called for an end to agricultural subsidies, but he is confident the policy will never be enacted. Cramer calls Deere "money in the bank" and notes that it sells at 16x earnings and has a 12% growth rate. While Monsanto, which trades at 35 x earings "will never be cheap," Cramer says its 24% growth rate is worth the price at $60, and he would buy it up to $70. The Chilean fertilizer company, SQM, is the world's largest supplier of lithium which goes into batteries and will be in shorter supply as "the greening movement reaches its nauseating zenith."Machinery While he confesses amazement that CAT is stalled, Cramer says it is "preposterously cheap" trading at 13x earnings with 12% growth. He adds CAT has great international exposure, will benefit from the collapse of its Japanese competitors, and is a solid infrastructure play. While he also likes TEX and MTW, Cramer thinks CAT is still best-of-breed.Infrastructure: Cramer calls this the "wildest" bull market which will benefit from oil prices and the need to create alernative power plants and petroleum infrastructure. Even though Foster Wheeler and McDermott International have had "tremendous runs" Cramer notes FWLT sells at just 17x next years earnings with 34% growth, and MDR has 14% growth and sells at 17x earnings. He adds these stocks do not get enough coverage on Wall Street, and would buy them. Cramer gives Jacob's Engineering and honorable mention, although is more expensive than the other two.Aerospace:Boeing is up only 10% when the rest of the sector has risen 22%, and Cramer comments, "It's a laggard. It should be leading." Boeing sells at 20x earnings and has 18% growth. He thinks the company has a good future given the health of the sector, its international business, and some "amazingly-terrible problems at AirBus."Oil and Gas: After a run for this sector, it was down on Tuesday; "People are just thinking it's over, because oil is down 2 bucks," said Cramer and he expressed confidence that the sector would bounce back. In spite of its "giant" buyback, "robust" outlook for oil and gas and its international exposure, Cramer notes HAL is down 12% from last year. Cramer likes Royal Dutch Shell with 10x earnings, 8% sales growth, and a yield at nearly 4%. While Exxon Mobil was down on Tuesday, it is still "a go-name for big institutions."Minerals: Cramer says rumors of full copper inventories are "nonsense," because the Chinese need more copper. He likes copper play FCX and says its gold is a good hedge against inflation. He notes the company sells at only 9x earnings, but he predicts a 12x multiple. Cramer added the quarter was not good due to strikes and the cost of its Phelps Dodge deal, but predicts it will benefit from copper demand. He also likes Lundin which he thinks will go from $12 to $15 on the Tenke Mining deal in late June.Published By SeekingAlpha

Labels: BA, CAT, DE, FCX, FWLT, HAL, JEC, Jim Cramer, LMC, Mad Money, MDR, MON, MTW, SQM, TEX, XOM

JPMorgan Chase (NYSE: JPM - News): 'I think that the company itself is really good. At $47, nice 9% pullback. Probably worth buying, but let me tell you something... It doesn't yield 3%... 'Bank of America (NYSE: BAC - News): 'I've got BAC that yields 4% ... This stock should pull back .... If it goes below $20, then you do a little buying. 'Jones Soda (NasdaqCM: JSDA): 'But JSDA, other than HANS, is the fastest grower out there. I'm doing a lot of work on JSDA... Do not lose sight of that!'Hansen Natural (NasdaqCM: HANS)Accuray (NasdaqGM: ARAY): 'I think you're fine.'Harsco (NYSE: HSC - News): 'I think that this is a quintessential great industrial management company ... that's the kind of stock to buy right here. HSC, only about $1 off its high, but notice how it's held up. It is not that linked to housing. It is mostly industrial equipment.'Cummins (NYSE: CMI - News)Parker-Hannifin (NYSE: PH - News)Caterpillar (NYSE: CAT - News)Terex (NYSE: TEX - News)Lamson & Sessions (NYSE: LMS - News): 'Remember, I felt that this company is a natural to be acquired. They are in talks ... I think this company is worth substantially higher than where it's selling ... I am not worried about the earnings, and the P/E is very low. In other words, continue to buy LMS... 'VeriFone (NYSE: PAY - News): ' I think that PAY - which is linked to retail - is a fabulous stock. I am surprised it's come down this much from its high. I actually want to load up the truck with PAY right here. That's too cheap!'Charter Communications (NasdaqGM: CHTR): 'Do not lose heart! This is a play off of what I regard as being the 'virtuous circle' of being able to refinance, now that rates have come down... CHTR is good ... I want you to buy it.'Comcast (NasdaqGS: CMCSA)Time Warner (NYSE: TWX - News)Allegheny Technologies (NYSE: ATI - News): 'Don't forget that you need ATI steel when you build an ethanol plant, and that stock's off nicely from its high. I'm pulling the trigger right here!'Disney (NYSE: DIS - News): 'DIS is doing very well, it's got superior management. It's pulled back $1.50. I'll pull the trigger on DIS.'
Bearish calls:
Six Flags (NYSE: SIX - News): 'is a speculative stock ... I did not put that in the same league as DIS... I will wait until we go to Six Flags, before I will make the determination.'
Bearish calls:
Valero Energy (NYSE: VLO - News): 'I am beginning to think that VLO has had its run. Sell, sell, sell!'
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Labels: ATI, BAC, CAT, CMI, DIS, HSC, Jim Cramer, JPM, LMS, PAY, PH, SIX, TEX, TWX, VLO

Caterpillar (NYSE: CAT - News) Terex (NYSE: TEX - News), Cummins (NYSE: CMI - News), Paccar (NasdaqGS: PCAR) and Manitowoc (NYSE: MTW - News)
Cramer declares it a “travesty of a mockery of a sham” that Caterpillar lingers at $63.16 while TEX, CMI, PCAR and MTW are up. On the other hand, he thinks the low price on his top stock of the quarter is a “sale on a best-of-breed stock” which is down 14% year over year. He believes the market is mistaken in grouping CAT with sluggish housing instead of with natural resources. Cramer would “ride” up Caterpillar, which should benefit from rising commodity prices and the end of the yen carry trade which will take the edge off the competition. With a $7.5 million buyback, Cramer thinks the company could bring up its own stock.
Related: Todd Sullivan takes a closer look at Caterpillar.
Regeneron Pharmaceuticals (NasdaqGM: REGN), Nastech Pharmaceutical (NasdaqGM: NSTK)
Cramer told the story of REGN, which was sitting at $5 two years ago, hit $24 and has settked at $18. This gain was accomplished with revenue decline and without a “concrete” product. Cramer predicts NSTK will be the next REGN, and although it is considered a "a comedy of errors” and doesn’t have a new drug in the pipeline, NSTK has money in the bank and the advantage that biotech trades “on hope.” In addition, Cramer noted the company has an effective obesity and insulin drug and has the only “pure play” on autism. Cramer urged interested investors to do homework on NSTK and use limit orders when buying.
Related: H.S Ayoub reports on the phase one test of NSTK's insulin spray.
Game Plan for the coming week: National CineMedia (NasdaqGM: NCMI), Verizon (NYSE: VZ - News), AT&T (NYSE: T - News), Sprint (NYSE: S - News), and Qwest (NYSE: Q - News), AAR (NYSE: AIR - News), General Mills (NYSE: GIS - News), Goldman Sachs (NYSE: GS - News)
On Monday, Cramer would buy NCMI, a “fast growing” company that makes cinema ads, and he notes NCMI has not moved since it went public. Concerning a $20 billion government phone contract reported in The Washington Post, Cramer believes Q is the most likely candidate, since T and VZ are too big and S is high because of takeover news. He suggested investors buy GS “hand over fist” on Monday because of its aggressive buyback plan, GIS ahead of its earnings on Thursday, and AIR before Wednesday.
CEO Interview: Peter van Stolk, Jones Soda's (NasdaqCM: JSDA)
When Cramer asked Peter van Stolk to account for Jone's great quarter, van Stolk credited his team’s hard work, strong sales and the introduction of the 12 ounce can; "I think the conversion to pure cane sugar is what's really taken it by the storm." Van Stolk said another advantage is “I can put [a photo] of your loved ones on a bottle of Jones Soda.” Competitors Coca-Cola and Pepsi lack the patent. Cramer thinks JSDA has more room to rise.

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Labels: AIR, CAT, CMI, GIS, GS, Jim Cramer, JSDA, Mad Money, MTW, NSTK, PCAR, Q, REGN, TEX, VZ

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

Bullish calls:
Barclays (NYSE: BCS - News): ' It's got a nice yield. It's got a good pastiche of businesses. I guess what I'm saying is, BCS is included in my package of solid bank stocks worth owning.'Bank of America (NYSE: BAC - News): ' ... but I would still prefer to own BAC [To BCS].'Coldwater Creek (NASDAQ: CWTR - News): 'I've been to the website at least five times this week to check it out, to be sure I'm not dreaming. I believe CWTR may have a good quarter, but the next quarter's going to be even better. This is a regional-to-national story. CWTR - Three analysts upgraded this week. They're right. The bears are wrong. Stick with CWTR!'Caterpillar (NYSE: CAT - News): ' ... this is one of the absolute toughest stocks out there, because the housing business is definitely slow but, you know, you take a look at the mineral business, and we know that it's really good ... but we also know that there's supposed to be a worldwide slowdown coming, and therefore, CAT has to be caught up in it. The bottom line for me is that ... CAT is a buy here. As a matter of fact, let me give you a range. I think CAT has 2 down, and 10 up. That's a risk reward that I want. As a matter of fact, I want it bad. That's the sound of a Caterpillar backing up (doing a 'mon-back)...'Terex (NYSE: TEX - News): 'TEX, which is smaller than CAT, but has just been on a tear, because it was added to the S&P 500 ... is a buy here.'Companhia Vale do Rio Doce (NYSE: RIO - News): 'Here's what I would do: If you bought, say, 200 shares on my advice - here it is 60 cents from its 52-week high - I would sell 50, because the mineral stocks are going down. But, you know what? If that stock got back to where I recommended it, I woud pull the trigger (i.e., buy it) again, because that, along with BHP and RTP, are the three best mineral companies in the entire world. How can you not own one of them?'Rio Tinto (NYSE: RTP - News)BHP Billiton (NYSE: BHP - News)XTO Energy (NYSE: XTO - News): 'The best independent oil company ... It is too expensive to be acquired, because it's got a very high multiple. Why? Because it has so consistently found oil.'Honeywell (NYSE: HON - News): ' I think that that dividend boost - that stock's been rocking ... Big dividends are growth. HON gave us one. HON's going to $50. I would not sell HON, even though it's at its 52-week high.'Time Warner (NYSE: TWX - News): 'We have now been behind Dick Parsons for 4 and a half points. You do not sell TWX here. That stock is just visiting the 22-23 level. It's a way station on the way to what surely is the promised land of $28-$30. You stay with TWX.'
Bearish calls:
Aventine Renewable Energy (NYSE: AVR - News): 'AVR is a sale. Sell, sell, sell. You don't want to be near it. It's a trainwreck. That whole ethanol group is no good.'

Labels: AVR, BAC, BCS, BHP, CAT, CWTR, HON, Jim Cramer, Lightning Round, Mad Money, RIO, RTP, TEX, TWX, XTO