Jim Cramer's Mad Money Review

Bullish
Vodafone (VOD),
Annaly Capital Management (NLY), thinks that interest rates will be cut tomorrow, and this company will benefit.
Perry Ellis International (PERY),
NexCen Brands (NEXC), would rather recommend it on Friday.
Phillips-Van Heusen (PVH),
Synchronoss Technologies (SNCR), Cramer is bullish
ValueClick (VCLK), Cramer thinks it is valuable to many large internet companies, and that it will be bought out by the end of the year, so he is bullish.
Apple (AAPL), Google (GOOG), Research In Motion (RIMM)- Bullish on all three.
Furmanite Corporation (FRM), bullish on this infrastructure play.
Foster Wheeler (FWLT),
Altria (MO)
Colgate-Palmolive (CL).

Bearish
J2 Global Communications (JCOM)- "Don't Buy."
3SBio (SSRX), Cramer is sticking to his Four Horsemen of China
Vimpel-Communications (VIP), stay away from this stock.
E-House (China) Holdings (EJ), China is too hot to speculate in this stock.
ConAgra Foods (CAG), Cramer can't recommend this stock.
Synaptics (SYNA)- Cramer doesn't want to touch this stock.
Procter & Gamble (PG)- would rather have you in Colgate (CL).

Labels: AAPL, CNBC, FRM, GOOG, Lightning Round, Mad Money Lightning Round, NEXC, NLY, PERY, PVH, RIMM, SNCR, VCLK, VOD

Bullish
Proctor and Gamble (PG), better play than Unilever in this sector.
ValueClick (VCLK), Cramer thinks that this stock is still a buy.
UPS (UPS), bullish on the stock over the long term despite the current slowdown in the economy.
Omniture (OMTR), Cramer is bullish on the stock, and thinks that it will get bought out in the next year.
Aecom (ACM), still a great infrastructure play and that it is still cheap.
KBR (KBR),
Foster Wheeler (FWLT),
Salesforce.com (CRM) - likes their product and their sales model
Oracle (ORCL).

Bearish
Taser (TASR) - it is time to cash out
Smith & Wesson (SWHC).

Labels: ACM, CRM, FWLT, Jim Cramer, KBR, Lightning Round, Mad Money Lightning Round, OMTR, ORCL, PG, VCLK

ValueClick (VCLK): Cramer said belongs to the same family of stocks as DoubleClick (DCLK), which Google (GOOG) is buying, and aQuantive, which Microsoft (MSFT) bought earlier this year. He was right about aQuantive and he believes he will be right about ValueClick. Microsoft might make this defensive acquisition of ValueClick, or there's a possibility Yahoo! (YHOO) could pick it up.
Jakks Pacific (JAKK), which has a lot of great toys, is that stock, he said. People should want this stock for its Hannah Montana, World Wrestling Entertainment (WWE) and Pokemon figurines. Cramer says is "irresistible," and could be bought as a trade or investment. It is trading at its growth rate and at "a big discount" to Hasbro (HAS) and Mattel.
On the Defensive Line
New York Giants defensive lineman Michael Strahan joined Cramer in the studio to tackle finance together. Strahan told Cramer he is very conservative and realistic about investing. Strahan also owns one stock, Under Armour (UA), which he said he got into during the company's IPO. Since buying Under Armour, Strahan said, his costs have been covered and he is operating on profits.
Mad Mail
Caterpillar (CAT): has substantial international exposure and is not a hostage of the U.S. GDP. This is part of the reason he likes Caterpillar so much. He owns it for his Action Alerts PLUS charitable trust.

Labels: CAT, JAKK, Jim Cramer, Mad Money, Mad MOney Recap, MSFT, UA, VCLK, YHOO

Merrill Lynch (MER): 'Last week Merrill had estimates cut by Golden Sachs and it's done going down. ... That's the bottom. ... I like Merril Lynch. Barrick Gold (ABX): 'Don't trade down to Northgate. Trade up to Barrick.' ValueClick (VCLK): 'My short-term and long-term outlook is the same. ... ValueClick at 24 is going to have to be acquired by someone. ... I do a triple-buy on ValueClick.' National City (NCC) Huntington (HBAN) Corning (GLW): 'Corning's got two businesses ... it's got the fiber business, which I like very much, and it's got the crystal liquid display business, which I also like very much. I'm looking for an upside surprise in Corning.' Cramer's Take – Enbridge (ENB): 'I think Enbridge is one of the great pipeline companies. ... I recommend Enbridge.' Intuitive Surgical (ISRG) Companhia Vale do Rio Doce (RIO) China Mobile (CHL)
Bearish calls:
Ruth's Chris Steak House (RUTH): ' …it's a very well-run company ... But there is nothing that is setting the table. ... I think you should sell Ruth's Chris. ... It's just nothing special.' Cree (CREE): ‘It's been way too hard to trade, way too many disappointments. ... I want you to stay away from Cree.' Brunswick (BC): 'You cannot own that stock going into a slowdown. You have to sell that stock going into a slowdown.' Northgate Minerals (NXG): 'I owned the stock. ... They crushed me, I got beaten up…' First Bancorp (FBP)
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Labels: ABX, BC, CHL, CREE, ENB, FBP, GLW, HBAN, ISRG, Jim Cramer, Lightning Round, MER, NCC, NXG, RIO, RUTH, VCLK

Eagle Bulk Shipping (NasdaqGS: EGLE - News): 'This company with an 8% yield is going higher. I've got to say, you've got a good one.'Crocs (NasdaqGS: CROX - News)Under Armour (NYSE: UA - News)Verizon (NYSE: VZ - News): ' ... I'd much rather own ... Verizon (than Smith Micro Software).'Morgan Stanley (NYSE: MS - News)WPP Group (NasdaqGS: WPPGY - News): 'Really terrific. ... I am going to endorse it. ... Europe's doing much better than America.'Barnes Group (NYSE: B - News): 'I endorse it. I think you should buy some Barnes.'BE Aerospace (NasdaqGS: BEAV - News)Cnooc (NYSE: CEO - News): 'I am going to get behind any oil stock in the world. ... I like your Cnooc. I think that goes higher.'PetroChina (NYSE: PTR - News): 'I have liked PetroChina more than this (Cnooc) ... "I am going to get behind any oil stock in the world.' ValueClick (NasdaqGS: VCLK - News): 'It's been stalled here. ... At $30, I still like it. ... I'm staying bullish.'Goldman Sachs (NYSE: GS - News): ' ... pull the trigger on Goldman Sachs.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): 'To back away from the stock at $11 is a major league mistake ... going to go much higher.'Celgene (NasdaqGS: CELG - News)Helmerich & Payne (NYSE: HP - News): 'This is one of the most unsung drilling oil and gas stocks that there is. ... This one's got a lid on it because it's too domestic. ... You know what? I think HP is cheap. ... How could a 30% grower only have a 10 multiple? The answer is the market's wrong.'Chesapeake Energy (NYSE: CHK - News) Mastercard (NYSE: MA - News): 'I actually prefer MasterCard on a pullback than Discover right here.'
Bearish calls:
Starbucks (NasdaqGS: SBUX - News): 'This is a quality control problem. ... Basically, you can't grow that fast. I remain in the Don'tBuy mode.'Heelys (NasdaqGM: HLYS - News): 'I am bearish on Heelys.'Smith Micro Software (NasdaqGM: SMSI - News): 'I think you've got too much hype here. I've got to throw the flag. ... It's a decent story ... Your stock is too speculative.'Discover Financial Services (NYSE: DFS - News): 'I'm not behind Discover.'The Blackstone Group (NYSE: BX - News): 'I'm not a fan of Blackstone.'Boston Scientific (NYSE: BSX - News)Align Technology (NasdaqGM: ALGN - News)

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Labels: B, BEAV, CELG, CEO, CHK, CROX, EGLE, GS, HPQ, Jim Cramer, Lightning Round, MA, MS, NSTK, PTR, UA, VCLK, VZ, WPPGY

By Any Other Name: Rosetta Resources (NasdaqGS: ROSE)
Cramer told investors to take a look at ROSE, a small, often-overlooked gas company which he says is "criminally mispriced" since it purchased Calpine Powers oil and natural gas assets for much less than they were worth. He comments ROSE is a "$35 stock, masquerading as a $21 name" and the assets it purchased were worth two and a half times the $1.5 billion ROSE paid in 2005. The one concern keeping ROSE back is Calpine's creditors may want to reclaim Calpine's assets from ROSE, but Cramer feels any attempt will fail, because " ... 'it is very hard to get this 'fraudulent conveyance' stuff." Although Cramer would wait a couple of days and use limit orders, he would definitely back up the truck and buy ROSE.
The Next Big Thing in Biotech: Incyte (NasdaqGM: INCY)
Cramer recalls how he "nailed" Nastech Pharmaceuticals in March, calls Incyte the next Nastech and "the stuff dreams are made of." With $330 million in cash, Incyte is a company that trades on hope, comments Cramer, and such companies are good investments if they are developing drugs for a variety of markets and have big end markets. Currently, INCY is producing drugs for HIV, inflammation and cancer, areas with "tremendous" potential. Although INCY has yet to see a Phase III drug, "it has potentially positive catalysts coming out soon," and Cramer would buy INCY before it releases Phase I and Phase II data later in the year. He would wait until Thursday and pick up INCY at $7.
Consolation Prizes: Valueclick (NasdaqGS: VCLK) and aQuantive (NasdaqGS: AQNT)
The real winner in the bidding war between Google and Microsoft over Doubleclick will be VCLK or AQNT, said Cramer, since the "loser" will buy either one of these companies. In addition, Time Warner and Yahoo have also been looking at VCLK and AQNT. Even if no one buys the companies, Cramer is bullish on them for their earnings alone; "The stocks can hold their own if they don't get acquired."
CEO Interview: Jordan Greenhall of DivX (NasdaqGM: DIVX)
Jordan Greenhall commented DIVX's great quarter wasn't a surprise with "strong performance" across the board. When asked to explain what his company does, Greenhall said the object is "to take Internet at the center and move it out to any device you can think of." When Cramer asked about a secondary offering, Greenhall replied DIVX is not considering that strategy right now. After the interview, Cramer said, "This stock is going higher than it did after-hours... Up 10% is not enough. This stock is rocking again."
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Labels: AQNT, DIVX, Hot Stocks, INCY, Jim Cramer, Mad Money, ROSE, VCLK