Jim Cramer's Mad Money Review

Allergan (NYSE: AGN - News)LifeCell (NasdaqGS: LIFC - News): 'I'm not going to run away from MRX now. I think Jonas Shaknai can deliver. I think you've got a good one in LIFC.'Synchronoss Technologies (NasdaqGM: SNCR - News): 'This is just the kind of consistent service business I like ... I think Goldman gave it away.'Level 3 Communications (NasdaqGS: LVLT - News)Wal-Mart (NYSE: WMT - News): ' ... the turn is at hand and, if Lee Scott leaves... plus 5... 'Time Warner (NYSE: TWX - News): 'They're going to break the company up, because it's too difficult to understand... I told my friend, Regis Philbin, recently to please not give up on TWX.'Tellabs (NasdaqGS: TLAB - News): 'Someone has to acquire them ... I am going to violate my rules... and I am going to say ... own TLAB... I hope that I don't have to pay for that one.'Celgene (NasdaqGS: CELG - News): 'I am reiterating that, if you want regular bio, you go with Celgene.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): ' ... if you want a little speculative, you go with Nastech.'
Bearish calls:
Target (NYSE: TGT - News): 'I would ring the register for TGT...'Ryanair Holdings (NasdaqGS: RYAAY - News): 'I think that oil's going to $80 a barrel ... I think this group is just really bad. Sell, sell, sell!...'Genentech (NYSE: DNA - News): ' I am saying ix-nay on your DNA, unfortunately... Sell, sell, sell!... '
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Labels: AGN, CELG, DNA, Jim Cramer, LIFC, Lightning Round, LVLT, NSTK, RYAAY, SNCR, TGT, TLAB, TWX, WMT

Gilead Sciences (NasdaqGS: GILD):' ... at $81 - a nice little pullback.'Celgene (NasdaqGS: CELG): ' ... has not only not let us down, but now has a cure for the heartbreak of psoriasis.'Patterson-UTI Energy (NasdaqGS: PTEN): 'PTEN is a land driller and, I think, has room to catch up to King Halliburton.'Halliburton (NYSE: HAL - News)Saks (NYSE: SKS - News): 'If you add the $8 in dividends, plus the appreciation, we almost have a double right here. Let the stock come in ... I was not concerned about the gross margins. I think it's a chance to buy, but we only double down when things have been cut, and cut, and cut. You do a schnitzel, my friend, not a full buy.'Schering-Plough (NYSE: SGP - News): 'I should have taken half off, and let the rest run. My advice to you, to take half off and let the rest run. This stock's a double, but it's still going up.'BP (NYSE: BP - News): ' BP, with a 3+% yield... BP, with still some good properties, with the possibility that they're restructuring... I say you pull the trigger right here.'Cisco (NasdaqGS: CSCO): ''Lets just stick with Cisco.It's down three straight points. That's the better... I like best of breed.'RadioShack (NYSE: RSH - News): ' ... give Julian Day the benefit of the doubt. He's the CEO ... He's rationalizing the stores... He is making it so it's a profitable enterprise. The answer is: Stay long!'
Bearish calls:
RH Donnelley (NYSE: RHD - News): 'It's been too high. I've watched the private equity rumor, over and over again. There's been too much hype in the name... I want to sell RHD.'Geron (NasdaqGM: GERN):'Stem cell speculation... Not for me. Sell, sell, sell! I don't want to come near it. It's up too high.'Tellabs (NasdaqGS: TLAB): 'TLAB's was one of the worst quarters I have heard.'Marvell Technology (NasdaqGS: MRVL): ' ... when you look at a stock like MRVL, I bought it... What was I doing? The financials weren't clean. There is a sign on my desk... and what it says is... Accounting irregularities equals sell. Did I look at that before I bought the stock? I did not.'Sally Beauty Holdings (NYSE: SBH - News): 'It's a 'don't buy, don't buy...' I didn't like their quarter. I did take a hard look at it though.'Crystallex (AMEX: KRY - News): 'No. Chavez don't give a darn about his people... sell, sell, sell! I want you out of that stock now. Enough with him. Enough with that country, unless they come around to our ways.'SunPower (NasdaqGM: SPWR)
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Labels: BP, CELG, GERN, GILD, HAL, Jim Cramer, KRY, Lightning Round, MRVL, PTEN, RHD, RSH, SBH, SGP, SKS, SPWR, TLAB

Take Two Interactive (NasdaqGS: TTWO): Cramer admitted he was getting behind the "most poorly managed company in America" because he believes in Steve Cohen, who wants to take the company over. Although Cramer thinks the company should have been shut down by the feds "a la Enron" he predicts that Steve Cohen is going to bust the shorts and comments Cohen has always worked well independently.
Joy Global (NasdaqGS: JOYG): The entire sector is being overdone on the downside, said Cramer, and although JOYG missed the previous quarter, Cramer notes the company has a strong cash flow.
UnderArmour (NYSE: UA - News), Adidas , Dick's Sporting Goods (NYSE: DKS - News): Lagging marketing expenditures for Adidas and Reebok means an open playing field for UA to move into Dick's Sporting Goods, according to Cramer, who notes that UA hardly got a scratch in the selloff and predicts it is heading into the $50s. Cramer also comments DKS is well-managed.
Ciena Corp (NasdaqGS: CIEN), Alcatel-Lucent (NYSE: ALU - News) and Tellabs (NasdaqGS: TLAB) and Verizon (NYSE: VZ - News): Cramer says CIEN needs a win as Verizon is making its choice. He thinks CIEN has a better chance than ALU and TLAB.
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Labels: ALU, CIEN, DKS, Jim Cramer, Jim Cramer's Stop Trading, JOYG, TLAB, TTWO, UA, VZ

Texas Instruments (NYSE: TXN - News), Cisco (NASDAQ: CSCO - News), Apple (NASDAQ: AAPL - News), Tellabs (NASDAQ: TLAB - News), Nortel (NYSE: NT - News), Alcatel (NYSE: ALU - News)
Cramer comments that TXN-led rally is a perfect chance to sell; "These are predictable rallies," he said. "When you have a very bad options hangover that finishes right near the end of the day, and you have a big, bad event like Texas Instruments to get through, then you're going to have a several-day rally." Cramer adds that he doesn't care for TLAB, NT and ALU, and the only two tech stock he would stick with are Apple and Cisco.
American Standard (NYSE: ASD - News) and Masco (NYSE: MAS - News) and Black & Decker (NYSE: BDK - News)
In spite of Goldman Sach's upgrade of the sector, Cramer warns that housing is being attacked by the shorts and the media, however, the "momentum of the buyers" is great. He adds that these stocks don't trade according to their fundamentals and that pin action companies such as ASD and MAS have been inching up every day. Cramer adds that Black and Decker is a buy because it has preannounced.
Schlumberger (NYSE: SLB - News), Transocean (NYSE: RIG - News), GlobalSantaFe (NYSE: GSF - News), Halliburton (NYSE: HAL - News), Hoku Scientific (NASDAQ: HOKU - News)
Cramer disagrees with an Bear Stearns call on oil which implies that SLB is clueless. He likes SLB,RIG and GSF, saying that he is usually cautious of Americna and Canadian drillers. He predicts that HAL will make an international acquisition. He calls HOKU a "trading vehicle" and says it will be a "huge short down the road." He concludes by commenting that while the President makes is seem as if he going to make a move toward alternative energy, investors will have to sell these stocks between 9:30 and 4:30 on Wednesday.
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Labels: AAPL, ALU, ASD, BDK, CSCO, GSF, HAL, HOKU, Jim Cramer, MAS, NT, RIG, SLB, TLAB, TXN

Texas Instruments (NYSE: TXN - News), Cisco (NASDAQ: CSCO - News), Apple (NASDAQ: AAPL - News), Tellabs (NASDAQ: TLAB - News), Nortel (NYSE: NT - News), Alcatel (NYSE: ALU - News)
Cramer comments that TXN-led rally is a perfect chance to sell; "These are predictable rallies," he said. "When you have a very bad options hangover that finishes right near the end of the day, and you have a big, bad event like Texas Instruments to get through, then you're going to have a several-day rally." Cramer adds that he doesn't care for TLAB, NT and ALU, and the only two tech stock he would stick with are Apple and Cisco.
American Standard (NYSE: ASD - News) and Masco (NYSE: MAS - News) and Black & Decker (NYSE: BDK - News)
In spite of Goldman Sach's upgrade of the sector, Cramer warns that housing is being attacked by the shorts and the media, however, the "momentum of the buyers" is great. He adds that these stocks don't trade according to their fundamentals and that pin action companies such as ASD and MAS have been inching up every day. Cramer adds that Black and Decker is a buy because it has preannounced.
Schlumberger (NYSE: SLB - News), Transocean (NYSE: RIG - News), GlobalSantaFe (NYSE: GSF - News), Halliburton (NYSE: HAL - News), Hoku Scientific (NASDAQ: HOKU - News)
Cramer disagrees with an Bear Stearns call on oil which implies that SLB is clueless. He likes SLB,RIG and GSF, saying that he is usually cautious of Americna and Canadian drillers. He predicts that HAL will make an international acquisition. He calls HOKU a "trading vehicle" and says it will be a "huge short down the road." He concludes by commenting that while the President makes is seem as if he going to make a move toward alternative energy, investors will have to sell these stocks between 9:30 and 4:30 on Wednesday.
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Labels: AAPL, ALU, ASD, BDK, CSCO, GSF, HAL, HOKU, Jim Cramer, MAS, NT, RIG, SLB, TLAB, TXN, Wall Street Confidential

Exxon Mobil (NYSE: XOM - News), ConcoPhillips (NYSE: COP - News) and Chevron (NYSE: CVX - News)
Although oil stocks moved up on Friday, Cramer does not trust the sector, and commented that people knew that oil stock prices were ahead of the price of oil, and when they held these stocks up, they cratered. He noted that when oil prices were this high before, XOM was in the $60s and now it is in the low $70s. Cramer admitted that he was "blindsided" by COP which reported low margins after saying "a lot of really good things" at a meeting a few weeks ago. However, he still thinks COP is a buy because the company is "committed" to its stock, and would also recommed Chevron for its dividend.
Related: Kurt Wulff discusses XOM's expected return for 2007.
Amgen (NASDAQ: AMGN - News) and Genentech (NYSE: DNA - News)
Cramer notes that its strange that drug stocks are moving up precisely at a time when the Democrats are talking about lower drug prices for Medicare beneficiaries: 'Maybe ... you can't change the Medicare policy like we thought," he said and commented that drug companies are very good at lobbying and spreading around money. Although the first half of the year is usually tough for biotech, Cramer thinks that the sector could catch up with pharma, and notes that AMGN and DNA did not perform well in the latter half of 2006.
Related: Amgen acquires option On experimental Cytokinetics heart drug
Microsoft (NASDAQ: MSFT - News), Motorola (NYSE: MOT - News), Tellabs (NASDAQ: TLAB - News), Sprint (NYSE: S - News)
Tech has rebounded, and Cramer comments that the analysts are far more negative than the companies. He sees a buying opportunity ahead of MSFT's Vista launch and says there is every reason to get behind tech. Cramer calls MOT a "problem company," says he is "sick and tired" of TLAB attributing its poor performance to integration in telco, and thinks that TLAB has no product portfolio. Cramer adds that, among MOT's woes, its CEO Ed Zander is "curiously absent" and, as Sprint's largest supplier, MOT might be affected by Sprint's inconsistent performance.
Related: Tiernan Ray discusses Sprint's "huge miss."
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Labels: AMGN, COP, CVX, DNA, Jim Cramer, MOT, MSFT, TLAB, XOM