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
Herbalife (HLF),
Vodafone (VOD),
Verizon (VZ),
AT&T (T),
Colgate-Palmolive (CL),
PepsiCo (PEP),
Coca-Cola (KO),
Strayer Education (STRA),
ITT Educational Services (ESI),
Annaly Capital Management (NLY),
Mettler-Toledo (MTD),
Rogers Communications (RCI),
Shaw Group (SGR),
Foster Wheeler (FWLT),
Onyx Pharmaceuticals (ONXX),
Genentech (DNA),
Celgene (CELG)
GameStop (GME).

Bearish
DryShips (DRYS),
USANA Health Sciences (USNA),
Starent Networks (STAR),
Wynn Resorts (WYNN),
ISIS Pharmaceuticals (ISIS),
Ctrip.com (CTRP),
Walter Industries (WLT)
Take-Two Interactive (TTWO)

Labels: ATT. T, CL, esi, HLF, Jim Cramer, KO, Mad Money Lightning Round, mtd, NLY, PEP, rci, stra, VOD, VZ

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

Company
Market Cap (billions)
Yield

General Electric (NYSE: GE)
$424
2.7%
AT&T (NYSE: T)
$258
3.4%
Citigroup (NYSE: C)
$232
4.6%
Bank of America (NYSE: BAC)
$223
5.0%
Vodafone (NYSE: VOD)
$193
3.9%
Pfizer (NYSE: PFE)
$169
4.8%
Home Depot (NYSE: HD)
$55
2.8%

Source: Fool.com

Labels: BAC, C, Dividends, GE, HD, Hot Stocks, pfe, T, VOD

Company
Market Cap (billions)
Yield
General Electric (NYSE: GE)
$424
2.7%
AT&T (NYSE: T)
$258
3.4%
Citigroup (NYSE: C)
$232
4.6%
Bank of America (NYSE: BAC)
$223
5.0%
Vodafone (NYSE: VOD)
$193
3.9%
Pfizer (NYSE: PFE)
$169
4.8%
Home Depot (NYSE: HD)
$55
2.8%

Source: Fool.com

Labels: BAC, Blue Chips, Dividends, GE, HD, Hot Stocks, pfe, T, VOD

Thornburg Mortgage (NYSE: TMA - News), Washington Mutual (NYSE: WM - News), Lehman Brothers (NYSE: LEH - News), KB Home (NYSE: KBH - News), Beazer Homes USA (NYSE: BZH - News), Procter & Gamble (NYSE: PG - News), Coca-Cola (NYSE: KO - News), and Colgate (NYSE: CL - News)
Cramer predicts around 7 million "teaser" mortgages are likely to be defaulted and recommends "staying defensive," by avoiding real estate and bank stocks such as TMA, WM, LEH, KBH and BZH and investing in soft goods such as PG, KO and CL. While the Fed thinks mortgage woes will pass, Cramer still believes the Fed should cut rates.
Schering-Plough (NYSE: SGP - News)
Cramer thinks SGP is an excellent stock for the current environment and notes sales are up 13% since last year. He adds the company is not leveged to mortgaes and he believes in Fred Hassan, who was one of Cramer's transformational CEOs. He would wait until buying SGP, and while the current economic climate is not good, "we have no control on what the Fed will do," Cramer said.
Vodafone (NYSE: VOD - News),Verizon Wireless (NYSE: VZ - News)
VOD is a good international play and the world's best wireless carrier. Cramer thinks VOD will raise more revenues than the competition, owns a "serious chunk" of VZ, is successful in emerging economies and has a strong dividend.
CEO Interview: Jack Cumming, Hologic (NasdaqGS: HOLX - News) with Cytyc (NasdaqGS: CYTC - News)
Jack Cumming talked about the upcoming merger with CYTC, which will mean $400 million to $50o million in EBITDA and nine top women's health products. Cumming added the company can afford the acquisition and there is no financial risk.

Published by SeekingAlpha

Labels: BZH, CL, CYTC, HOLX, Jim Cramer, KBH, KO, LEH, Mad Money, PG, SGP, TMA, VOD, VZ, WM

Wall Street found a foothold Monday as investors, still anxious that a credit crunch could crimp U.S. growth, took advantage of low prices after last week's steep losses. The Dow Jones industrial average briefly surged 100 points.
Some strong earnings reports and merger-and-acquisition activity boosted the stock market, which is coming off the Dow's and the Standard & Poor's 500 index's biggest weekly drops in five years. The Dow is down about 4.5 percent from its July 19 record close of 14,000.41, having caved under worries about a shakier lending climate.
In a sign that dealmaking hasn't yet been stanched by aversion to debt, industrial equipment manufacturer Ingersoll-Rand said it's selling its Bobcat earth-moving division and two other units to Korea's Doosan Infracore for $4.9 billion.
And despite rising defaults and delinquencies in mortgage lending, HSBC Holdings PLC, Europe's largest bank by market value, posted a 25 percent rise in first-half earnings. Also, General Motors Corp.'s GMAC Financial Services said second-quarter profit declined but that it expects its residential lending business to improve in the second half of the year.
The market initially wavered between positive and negative territory Monday, but then drove higher in afternoon trading as investors re-entered the market to scoop up bargains.

Labels: GM, HBC, RCCC, RSH, VOD, VZ

Anadarko Petroleum (NYSE: APC): 'I like APC. They loaded the boat up with properties. They still have to pay down some things.'XTO Energy (NYSE: XTO): 'I think APC is good, but I think that XTO rocks the boat, and will beat APC - in the long term race - to $100.'URS (NYSE: URS): 'They finally did something. They bought Washington Group. They got it cheaply, and the stock is, at last, on the move ... Buy, buy, buy! ... Washington is historically not a great operator. But at least there is a pulse at URS.'Level 3 Communications (NasdaqGS: LVLT): 'LVLT is going to sink or swim on the fundies. I think the fundies are good. I want to back up the truck in the mid $5s... 'Olin (NYSE: OLN): ' OLN did not buy Pioneer, they stole Pioneer! ... OLN's on the move... They suddenly have religion. Buy, buy, buy!'Carmike Cinemas (CKE): 'This is the one to play. I would sell the others and buy that one, and that's new information from me.'General Maritime (NYSE: GMR): 'Peter Georgiopolous, CEO and founder of GMR is the guy we back... He spent a lot of money buying back stock. He's got the safest yield. That's who we're going with.'Edison International (NYSE: EIX): 'EIX is one of the great... The utilities had an unbelievable bull market, but that's just one of the effects of the utilities... they're reorganized, they're terrific.'Consolidated Edison (NYSE: ED)Dominion (NYSE: D)Cisco (NasdaqGS: CSCO): 'This is a stock that is growing at 15% that has a 20x multiple ... It just didn't say the right things on the conference call ... Let's buy some CSCO here.'Toyota Motor (NYSE: TM): 'The only stock I'm recommending over there [Japanese Market] is Toyota Motor, and even that's stalledthat's stalled. Although I do like that, and I own it for my charitable trust, and I continue to buy that stock.'Vodafone (NYSE: VOD): 'I'm going to send you to Vodafone after that beautiful quarter. VOD's got growth.'Wal-Mart (NYSE: WMT ): 'You know I'm a backer of WMT down here... Good article about China and WMT in The Wall Street Journal.'Bearish calls:Stratasys (NasdaqGS: SSYS): 'Computer-aided design and automation for semiconductors. No thank you. I want you to take your money and run there. Sell, sell, sell!'Ultra Clean Holdings (NasdaqGS: UCTT): 'No ... if the semiconductor capital equipment business is in bear market mode, I don't want to touch it.'DivX (NasdaqGM: DIVX): 'We are not going back to DIVX. Sell, sell, sell! 'American Eagle Outfitters (NYSE: AEO): 'AEO is too hard for me, my friend ... I am strictly going to put it in the 'don't buy' category.'Cinemark (NYSE: CNK - News)Regal Entertainment (NYSE: RGC)Nippon Telegraph & Telephone (NYSE: NTT): 'I don't like the Japanese market at all... NTT does not have growth.'
Published by SeekingAlpha

Labels: AEO, CNK, CSCO, DIVX, ED, EIX, GMR, Jim Cramer, Lightning Round, LVLT, Mad Money, OLN, RGC, SSYS, TM, UCTT, URS, VOD, WMT, XTO

Wall Street eked out a modest gain Tuesday as investors, wary about the upcoming release of the Federal Reserve minutes, bought cautiously amid a series of new takeover deals and upbeat consumer confidence figures.
Stocks drew support from news that a consortium of banks led by Royal Bank of Scotland PLC said it will bid 71.1 billion euros, or $95.5 billion, for the Netherlands' ABN Amro, besting an offer from Barclays PLC. Other takeover news included an announcement that Tishman Speyer Properties and Lehman Brothers Holdings Inc. are buying Archstone-Smith Trust for at least $13.5 billion.
But trading was erratic with the minutes from the Federal Reserve's last meeting scheduled to be released Wednesday. The minutes could provide some insight into future interest rate moves. Wall Street also digested strong consumer confidence data, and a report on housing prices. According to preliminary calculations, the Dow Jones industrial average rose 14.06, or 0.10 percent, to 13,521.34.
The Standard & Poor's 500 index rose 2.38, or 0.16 percent, to 1,518.11, while the Nasdaq composite index gained 14.87, or 0.58 percent, to 2,572.06.

Labels: ASN, BCS, LEH, URS, VOD, XOM

Wall Street backtracked Tuesday to trade mixed, after excitement waned over new takeover deals and resilient consumer confidence and investors decided to play it safe ahead of upcoming data.
A sharp decline in oil prices also dampened energy company stocks and weighed on the Dow Jones industrial average, which had risen more than 50 points early in the day and later turned lower.
Initially, stocks rose after a consortium of banks led by Royal Bank of Scotland PLC said it will bid 71.1 billion euros, or $95.5 billion, for the Netherlands' ABN Amro, besting an offer from Barclays PLC. Other takeover news included an announcement that Tishman Speyer Properties and Lehman Brothers Holdings Inc. are buying Archstone-Smith Trust for at least $13.5 billion.
But with the minutes from the Federal Reserve's last meeting scheduled to be released Wednesday, a report that could provide some insight into future interest rate moves, investors pulled back. Wall Street also digested strong consumer confidence data, and a report on housing prices. By midafternoon trading, the Dow slipped 18.37, or 0.14 percent, to 13,488.91. The blue-chip index has fallen for the fifth time in six sessions.
Broader stock indicators were mixed. The Standard & Poor's 500 index fell 0.76, or 0.05 percent, to 1,514.97, while the Nasdaq composite index added 7.32, or 0.29 percent, to 2,564.51.
Bonds fell after the consumer confidence data, with the yield on the benchmark 10-year Treasury note rising to 4.88 percent from 4.86 percent late Friday. Yields have remained higher in recent sessions as fixed-income investors bet the Fed won't lower rates in the near future. On Tuesday, the consumer appeared strong; the Conference Board said its Consumer Confidence Index rose to 108.0 in May, up from a revised 106.3 in April and above the average analyst estimate. Also, the Dallas and Chicago Federal Reserves both reported expansions in regional manufacturing activity.
But the housing sector looked weak after the Standard & Poor's housing index indicated that U.S. home prices declined 1.4 percent in the first quarter compared to a year ago, the first time since 1991 that prices posted a quarterly drop. U.S. retail gasoline prices have eased slightly from their record high of $3.227 a gallon, on average, but remained high Tuesday at $3.201, according to AAA. Crude oil futures plunged $2.05 to $63.15 a barrel on the New York Mercantile Exchange.
In response, Exxon Mobil Corp., one of the 30 Dow components, fell $1.33, or 1.6 percent, to $82.18.
After it was reported that Archstone was being bought, the stock rose $5.60, or 10 percent, to $60.83.
In other takeover news, The Wall Street Journal said technology retailer CDW Corp. and telecommunications equipment company Avaya Inc. are private equity takeover targets. Avaya rose $1.99, or 14.5 percent, to $15.66, and CDW rose $7.17, or 9.5 percent, to $82.73.
And late Monday, engineering and construction company URS Corp. said it will buy competitor Washington Group International for $2.6 billion. Washington Group rose $11.93, or 17 percent, to $81.90, and URS rose $2.41, or 5.1 percent, to $49.30.
The technology sector, which has been weaker than the rest of the stock market in recent months, got a boost Tuesday after Vodafone Group PLC said it narrowed its full-year loss. U.S. shares of the world's biggest mobile phone company rose $1.10, or 3.7 percent, to $31.66.
Bookseller Borders Group Inc. is scheduled to release first-quarter results Tuesday after the markets close. Borders fell 15 cents to $23.26.
Advancing issues outnumbered decliners by about 3 to 2 on the New York Stock Exchange, where volume came to 1.11 billion shares.
The Russell 2000 index of smaller companies was up 5.30, or 0.64 percent, at 835.23.
The dollar slipped against other major currencies, and gold prices climbed.
Overseas, Japan's Nikkei stock average rose 0.48 percent. Britain's FTSE 100 was up 0.55 percent, Germany's DAX index was up 0.54 percent, and France's CAC-40 was down 0.25 percent.

Source: AP

Labels: ASN, AV, BCS, CDWC, LEH, URS, VOD, XOM

Bullish calls:
Cleveland-Cliffs (NYSE: CLF - News): 'Cheap, cheap, cheap, cheap, cheap! This is an iron pellet company, and there is a worldwide shortage of iron ... I believe that CLF - if it does not get the stock higher - will be purchased by another company - buy buy buy!'Vodafone (NYSE: VOD - News): 'I think the 3% yield, plus the incredible assets it has in Europe yields a buy, and I would buy the stock.'Gilead Sciences (NasdaqGS: GILD)Celgene (NasdaqGS: CELG): 'I've got the CELG at $55.'Genzyme (NasdaqGS: GENZ)Infosys Technologies (NasdaqGS: INFY): 'You know that's one of my favorite outsourcing companies! Now there are a lot of people who won't want to put money in Bangalor... I think those people are short-sighted.'Accenture (NYSE: ACN - News): ' ... you could always do ACN, ahead of next week's quarter, which I think will be good.'Six Flags (NYSE: SIX - News): 'They reported a quarter that everyone said was bad. And did the stock blink an eye? Absolutely not. I am with you. I believe the comparisons will be really easy for SIX. Pull the trigger my friend.'Sun Microsystems (NasdaqGS: SUNW): 'I think SUNW is okay. This is a new position for me. I have historically disliked SUNW... At $6 bucks, I don't know... enough hate is enough. They've got a new CEO. They've got a KKR shareholder. I think there's a lot of ways to win. $1 down, $3 up.'Indevus Pharmaceuticals (NasdaqGM: IDEV): 'I recommended IDEV... and it is still ramping... but it's a little $6 stock, so I'm not going to push it hard here. They've got a lot of compounds... I would take a shot. It's a flyer. It's a speculative name.'Apple (NasdaqGS: AAPL): 'If it's going to $100 and beyond, I don't think $93 is a bad level, but let's do it this way: Let's buy 25 shares, with the hope it comes in so we can get our 100 shares in... I think iPhone is going to be gigantic. 'Amgen (NasdaqGS: AMGN): 'I say buy it here with a minimum risk/reward. Maybe even do it in deep-in-the-money in options.'
Bearish calls:
Boston Scientific (NYSE: BSX - News): ' We pulled the trigger, and told people to sell at $18, and I am not changing my mind. I still don't like BSX, even down here at $15. Sell, sell, sell!'Baidu.com (NasdaqGM: BIDU): 'I can never trust the communist Chinese communists to allow a free-speech internet to be able to prosper... which is why I refuse to endorse BIDU. Don't buy, don't buy.'Pozen (NasdaqGM: POZN): ' Too dicey, ever since they did that migraine game... I've got the CELG at $55. That's better. I like the GILD better too. And let's not forget GENZ!Nokia (NYSE: NOK - News): 'NOK is falling apart.'Motorola (NYSE: MOT - News): 'MOT is competely and utterly just (house of pain)।'
Published by SeekingAlpha

Labels: ACN, AMGN, BIDU, BSX, CELG, CLF, GENZ, GILD, IDEV, INFY, Jim Cramer, Lightning Round, Mad Money, MOT, NOK, POZN, SIX, SUNW, VOD

Summary: The 'Dogs of the Dow' is the ultimate contrarian system; it picks out-of-vogue companies from the 30-stock Dow Jones Industrial Average, selecting at the beginning of each year the ten stocks with the highest dividend yield. According to the theory, by year-end the group should have outpaced the index. A few years ago Barron's began tracking the performance of the Euro Dogs by taking the 15 top-yielding stocks from the 50 stock Stoxx index; it has outperformed ever since (19% vs. 14%). This year's dogs that trade on U.S. markets, dividend yield, and 2007 P/E:
France Telecom S.A. (NYSE: FTE - News)
5.52
12.3
Enersis S. A. (NYSE: ENI - News)
5.15
9.1
Deutsche Telekom AG (NYSE: DT - News)
5
15.6
ABN Amro Holding N.V. (NYSE: ABN - News)
4.7
10.4
BT Group plc (NYSE: BT - News)
4.46
13.6
HSBC Holdings plc ADR (NYSE: HBC - News)
4.27
11.3
Vodafone AirTouch Public Company (NYSE: VOD - News)
4.27
12.8
Barclays plc (NYSE: BCS - News)
3.93
10.4
ING Group N.V. (NYSE: ING - News)
3.85
9.8
Royal Dutch Shell
3.64
9.5
Published by SeekingAlpha

Labels: ABN, BCS, BT, DT, ENI, FTE, HBC, ING, VOD

Summary: The 'Dogs of the Dow' is the ultimate contrarian system; it picks out-of-vogue companies from the 30-stock Dow Jones Industrial Average, selecting at the beginning of each year the ten stocks with the highest dividend yield. According to the theory, by year-end the group should have outpaced the index. A few years ago Barron's began tracking the performance of the Euro Dogs by taking the 15 top-yielding stocks from the 50 stock Stoxx index; it has outperformed ever since (19% vs. 14%). This year's dogs that trade on U.S. markets, dividend yield, and 2007 P/E:
France Telecom S.A. (NYSE: FTE - News)
5.52
12.3
Enersis S. A. (NYSE: ENI - News)
5.15
9.1
Deutsche Telekom AG (NYSE: DT - News)
5
15.6
ABN Amro Holding N.V. (NYSE: ABN - News)
4.7
10.4
BT Group plc (NYSE: BT - News)
4.46
13.6
HSBC Holdings plc ADR (NYSE: HBC - News)
4.27
11.3
Vodafone AirTouch Public Company (NYSE: VOD - News)
4.27
12.8
Barclays plc (NYSE: BCS - News)
3.93
10.4
ING Group N.V. (NYSE: ING - News)
3.85
9.8
Royal Dutch Shell
3.64
9.5
Published by SeekingAlpha

Labels: ABN, BCS, BT, DT, ENI, FTE, HBC, ING, VOD

CHL
China Mobile Ltd Adr

VIP
Vimpel Communications

AMX
America Movil Sa Adr L

COGO
Comtech Group Inc

GLDN
Golden Telecom Inc

TEF
Telefonica S A Adr

GRMN
Garmin Ltd

MICC
Millicom Intl Cellular

TRMB
Trimble Navigation Ltd

TLK
Telekomunikasi Indo Ads

NIHD
N I I Holdings Inc

MBT
Mobile Telesystems Adr

VOD
Vodafone Group Plc Adr

IDCC
Interdigital Comm

Source: Investors.com

Labels: AMX, CHL, COGO, GLDN, GRMN, IDCC, MBT, MICC, NIHD, Stocks, TEF, telecom, TLK, TRMB, VIP, VOD

CHL
China Mobile Ltd Adr

VIP
Vimpel Communications

AMX
America Movil Sa Adr L

COGO
Comtech Group Inc

GLDN
Golden Telecom Inc

TEF
Telefonica S A Adr

GRMN
Garmin Ltd

MICC
Millicom Intl Cellular

TRMB
Trimble Navigation Ltd

TLK
Telekomunikasi Indo Ads

NIHD
N I I Holdings Inc

MBT
Mobile Telesystems Adr

VOD
Vodafone Group Plc Adr

IDCC
Interdigital Comm

Source: Investors.com

Labels: AMX, CHL, COGO, GLDN, GRMN, IDCC, MBT, MICC, NIHD, Stocks, TEF, telecom, TLK, TRMB, VIP, VOD