Jim Cramer's Mad Money Review

Kroger (KR): "I'm concerned about the supermarkets. The margins are getting squeezed. I cannot endorse that group."
First Solar (FSLR): "First solar remains the least expensive way to play solar. I want you to stay in it, but I want you to buy more at a lower price."
Imax Corp (IMAX): "I've been wrong on this one. It's been moving, but I still won't recommend this one. "
Sina Corp (SINA): "I have been staying away from China. It's too explosive and too crazy, I don't want to lose people money."
Fluor (FLR): "This stock exploded last week and then went up again today. Ring the register and get into Foster Wheeler (FWLT). This one's just too expensive."
International Paper (IP): "No, no, I like Weyerhaeuser (WY) more, and I like Temple-Inland (TIN) more. IP is just not well run."
Emcore (EMKR): "Fiber-optic play, over-crowded segment. I don't want to go with that one. I like ADC Telecommunications (ADCT) and that's it."
Reliant Energy (RRI): "I don't know. It's not my favorite. I'd steer you toward Dynegy (DYN) instead."
Published By TheStreet.com

Labels: ADCT, DYN, EMKR, FLR, FSLR, FWLT, IMAX, IP, Jim Cramer, KR, Lightning Round, Mad Money, RRI, SINA, TIN, WY

Chesapeake Energy (NYSE: CHK - News): 'The whole complex of natural gas is so ridiculously too low. Just because we had a couple of months stored... CHK is a great driller. It's got great assets. I believe that natural gas will come back in vogue.'Wynn Resorts (NasdaqGS: WYNN - News): 'Look, Macau gambling is for real! I've been behind the Macau gambling... I still like Wynn.'Las Vegas Sands (NYSE: LVS - News)Apache (NYSE: APA - News): 'I like APA. It has oil, it has gas, and it's right. It's beaten down, and I would pull the trigger today! 'Schlumberger (NYSE: SLB - News): 'Do you know that Schlumberger is selling at 17x next year's earnings?... This is just a very inexpensive stock... how could I not recommend that unbelievable best-of-breed?...'Helix Energy (NYSE: HLX - News): ' ... as much as I like the HLX... If SLB's selling at 17x earnings, I mean, how could I not recommend that unbelievable best-of-breed?... 'Shaw Group (NYSE: SGR - News): ' ... don't hold me to it, but I think that's going to be good. And SGR is on a remarkable run!... Now, look, understand... We had that horrible bridge tragedy, but all of us know the infrastructure is woefully needing repair. It's SGR. The infrastructure bull market is probably the strongest market on earth!'Fluor (NYSE: FLR - News)McDermott (NYSE: MDR - News)DaimlerChrysler (NYSE: DCX - News)Boeing (NYSE: BA - News): ' ... but I am reiterating absolutely that Boeing is a buy, and the orders will trickle down. It's just that we don't have them right now.'Cisco (NasdaqGS: CSCO - News): ' ... reported a blowout quarter tonight - as we've been predicting endlessly, and finally it happened... Remember, he did announce the $5 billion buyback at the end of his last quarter... buy, buy, buy - CSCO, even above $31. 'Level 3 Communications (NasdaqGS: LVLT - News)Garmin (NasdaqGS: GRMN - News): ' ... conference call for GRMN was amazing. The guide up was huge... GRMN's a keeper! Stay with GRMN - buy, buy, buy! 'Crocs (NasdaqGS: CROX - News)Under Armour (NYSE: UA - News)Temple Inland (NYSE: TIN - News): ' ... Temple Inland remains my favorite, courtesy of Carl Icaan and his restructuring. '
Bearish calls:
Zebra Technologies (NasdaqGS: ZBRA - News): 'I personally think that the bar code business has peaked. It's just not exciting to me. I don't want to be in it. Don't buy, don't buy.'Haynes International (NasdaqGM: HAYN - News): '... didn't report a good quarter..., is the aerospace bull market caput?... I think that there's a big lag between when the (Boeing) Dreamliner gets built, and all of these stocks blow away their numbers... Now it's still painful ... I think this group is going to be on hold, and the better side is the defense stocks right now..'.Starbucks (NasdaqGS: SBUX - News): ' ... I want good, solid growth... and consistent growth... and SBUX can no longer give that to me. Don't buy, don't buy. At $23, I'll pull the trigger.'Juniper Networks (NasdaqGS: JNPR - News): 'I believe that CSCO is better than JNPR. I am telling you - sell, sell, sell - JNPR.'Weyerhauser (NYSE: WY - News): 'They can't deliver.'
Published by SeekingAlpha

Labels: APA, BA, CHK, CROX, CSCO, DCX, FLR, GRMN, HLX, Jim Cramer, Lightning Round, LVLT, LVS, MDR, SBUX, SGR, SLB, TIN, UA, WYNN

The Best of Texas: J.C. Penney (NYSE: JCP - News), Transocean (NYSE: RIG - News), XTO Energy (NYSE: XTO - News) and Temple-Inland (NYSE: TIN - News)
For Cramer's Back to School show at McCombs School of Business at the University of Texas at Austin, Cramer discussed his four favorite Texan stocks. First was JCP, "the best and most consistent retailer in the country," which has been unfairly "hammered" after executives admitted the product mix needed alteration. Second was RIG, the "biggest and among the cheapest" drillers which lacks exposure to the weak markets in the Gulf of Mexico and Canada but has the freedom to raise rates because of intense demand. Cramer also mentioned XTO which he would buy aggressively because it uses reserves efficiently and knows how to trade oil. In addition, XTO has 12% reserve growth, unlike other oil stocks. Cramer's favorite Texan pick is TIN which, aided by Carl Icahn's influence, is finally going to break up and is due for "27 points of upside." Cramer would buy any of these stocks "right here, right now."
Any Questions: Cisco (NasdaqGS: CSCO), Dell (NasdaqGS: DELL), Hewlett- Packard (NYSE: HPQ - News), ITT Corporation (NYSE: ITT - News)
While Cramer thought one student's question about Cisco was challenging, since the stock has moved from $18 to $29, he answered, "When you have a best in show stock like CSCO, you can't give it up." He recommended holding Cisco and buying more if it fell below $25. While Cramer says he respects Michael Dell, he adds the fundamentals of the industry have changed and others have stolen Dell's model; "Fabulous company, not a great stock." While Cramer likes water pumping as a concept, he doesn't see how a company like ITT can make money.
CEO Interview: William R. Johnson, HJ Heinz (NYSE: HNZ - News)
Cramer invited McCombs School of Business alumnus, William R. Johnson, onto the show and asked whether HNZ is a good defensive play or whether the Chinese and Japanese are going to put their ketchup brands on the table. "No, we have our bottles on their tables," said Johnson. When asked if the company was nervous about shareholder like Nelson Peltz showing up unexpectedly, Johnson replied that it is natural to resist a boss when the company's many "bosses" are their consumers, but added, "It's a normal resistance, but it's a mistake because these guys do bring value." He also identified "innovation" as the HNZ's theme and Cramer gave the company a triple buy, commenting Heinz "defines the most defensive business possible."
Pitching to Cramer: Schlumberger (NYSE: SLB - News), Broadcom (NasdaqGS: BRCM), Wal-Mart (NYSE: WMT - News)
Students from McComb's MBA Investment Fund pitched their stocks to Cramer. The first student touted SLB as a value pick, which was down but would come back on macroeconomic trends and the high price of oil. Cramer commented the student was "dead right," and while the stock isn't cheap "sometimes you've got to pay a premium for a great stock ... I would buy it aggressively." A second student liked BRCM because of its diverse product portfolio, accelerated revenue growth and improved inventory management. She added its options backdating problems are behind it, because of its clean balance sheet. While Cramer agreed with her fundamental analysis, he would put BRCM on hold until August because he doesn't like tech here. A third student said Wal-Mart management is "finally focused on what it needs to do" and is a stock people will be satisfied with in 12 to 18 months. While Cramer has been bearish on WMT, he told the student he would visit three Wal-Mart stores in 72 hours before makng a decision.
Published by SeekingAlpha

Labels: HNZ, HPQ, ITT, JCP, Jim Cramer, Mad Money, RIG, SLB, TIN, WMT, XTO

Stocks were narrowly mixed Tuesday as concerns about a market correction offset investor optimism that acquisition activity is on pace to set a record this year.
The $45 billion buyout of electric utility TXU Corp. injected confidence into the market that merger and acquisition activity could surpass last year's record $4 trillion level. The deal, led by a consortium of buyout shops that include Kohlberg Kravis Roberts & Co. and Texas Pacific Group, would go down as the largest leveraged buyout in U.S. history.
Other deals announced before the opening bell included Station Casinos Inc., which agreed to be bought by a private equity firm started by the company's founding family. Temple-Inland Inc., a conglomerate that offers everything from packaging material to financial services, announced it plans to separate itself into three standalone public companies.
However, stocks were unable to sustain gains as there continued to be concern major indexes are in need of a correction. The Dow Jones industrials, after hitting a peak last week, fell for three straight sessions in their worst weekly decline since August.
"Despite the buyout news, we're seeing the broader market a little concerned that we've had such strength without a correction," said Peter Dunay, an investment strategist with New York-based Leeb Capital Management. "We maybe be in a period where the market wants to step back for a bit."
In late morning trading, the Dow rose 9.70, or 0.08 percent, to 12,657.18.
Broader stock indicators were mixed. The Standard & Poor's 500 index was up 2.06, or 0.14 percent, at 1,453.25, and the Nasdaq composite index fell 7.81, or 0.31 percent, to 2,507.29.
Bonds continued to rise from last week's sell-off, with the yield on the benchmark 10-year Treasury note falling to 4.65 percent from 4.68 percent late Friday. Bonds had been weaker amid concerns that subprime lenders would be forced to take write-downs if consumers defaulted on mortgage payments.
The dollar was mixed against other major currencies, while gold prices rose.
Oil prices rose as a winter storm plowed across the United States, spurring expectations of strong demand for heating oil. A barrel of light sweet crude rose 31 cents to $61.45 on the New York Mercantile Exchange.
TXU rose $7.67, or 12.8 percent, to $67.69 after it agreed to be bought by private equity firms. Directors of the electric utility voted Sunday night to recommend that shareholders approve the sale, which values its stock at a 15 percent premium.
Meanwhile, Dow Chemical Co. spiked $2.88, or 6.6 percent, to $46.33 on speculation it could be the target of a leveraged buyout. London's Sunday Express newspaper, in an unsourced report, said the chemical company might be given an offer of about $54 billion from buyout funds.
Station Casinos rose $3.51, or 4.2 percent, to $86.81 after it agreed to go private in a $5.4 billion deal, which represents an 8 percent premium over its closing price on Friday. The deal still allows Station to solicit acquisition proposals from third parties for 30 days.
Temple-Inland rose $7.55, or 13.7 percent, to $62.50 after it agreed to spin off its real estate and financial services arms, and sells its timberland business. The decision came days after activist shareholder Carl Icahn said he'd wage a proxy fight to seize control of the board.
Gilead Sciences Inc. rose 30 cents to $73.93 after the biopharmaceutical company said one of its drugs used to treat HIV works well with other therapies. Merck & Co. rose $1.10, or 2.6 percent, to $44.04 after the third-biggest U.S. maker of prescription drugs was upgraded to "Buy" from Citigroup.
Declining issues barely outpaced advancers on the New York Stock Exchange, where volume came to 475.4 million shares.
The Russell 2000 index of smaller companies fell 1.88, or 0.23 percent, at 824.76.
Overseas, Japan's Nikkei stock average closed up 0.15 percent. In afternoon trading, Britain's FTSE 100 was up 0.56 percent, Germany's DAX index added 0.55 percent, and France's CAC-40 rose 0.87 percent.

Labels: DOW, GILD, MRK, STN, Stocks, TIN, TXU

Electronic Arts Inc. led the Standard & Poor's 500 Index higher in midday trading Tuesday after Barron's magazine said the recent launch of three video game consoles is sure to help the video game publisher's sales.
Barron's said the releases of PlayStation 3, Xbox 360 and Wii are good for Electronic Arts because the people who bought the consoles will buy new games.
Shares of Redwood City, Calif.-based Electronic Arts rose $2.06, or 4.1 percent, to $52.08 in midday trading on the Nasdaq.
The S&P 500 index was up 2.12, to 1,457.66 in midday trading.
Shares of Temple Inland Inc. rose after a Banc of America Securities analyst upgraded the stock, saying investors are revisiting how to value the Austin, Texas-based packaging maker.
Temple Inland gained $1.68, or 3.2 percent, to $54.84 on the New York Stock Exchange. The stock hit as high as $55.45, breezing past the previous 52-week high of $53.18.
Also among leaders was Polo Ralph Lauren Corp., a New York-based clothing marketer. Polo Ralph Lauren partnered with Kohl's Department Stores to market the Chaps Home collection a few days after announcing a deal with J.C. Penney Co. to create a new brand called American Living. Polo Ralph Lauren added $2.45, or 2.8 percent, to $88.24, after earlier hitting a new all-time high of $88.45.
Among laggards, Anadarko Petroleum Corp.'s stock fell after a Prudential Equity Group analyst lowered his price target on the company. He said the stock isn't cheap enough to compensate for the energy company's risk.
Anadarko's stock fell $1.16, or 2.8 percent, to $40.17 on the Big Board.
Shares of Baker Hughes Inc. continued their plunge for the third session after the Houston-based oil services provider reported disappointing fourth-quarter earnings.
The stock fell $1.40, or 2.2 percent, to $63.65.
Also among laggards was Nucor Corp., a Charlotte, N.C.-based steel producer. An industry report showed inventories aren't clearing as fast as investors hoped.
Nucor's stock fell 83 cents to $63.89 on the NYSE.
Published by AP

Labels: APC, BHI, ERTS, Hot Stocks, JCP, NUE, RL, TIN