Jim Cramer's Mad Money Review

Before former Wal-Mart(WMT )CEO Lee Scott left the position in January, he "really changed the look and feel of Wal-Mart in a very successful way," said Jim Cramer on Thursday's "Stop Trading!" segment on CNBC. "I think there's a lot of room to run here. I think this is a very exciting story again."
Cramer also said he preferred McDonald's(MCD ) to Burger King(BKC ). "McDonald's is much better," he said. It "has been brought down since it reported that great quarter."

He also said he liked IBM(IBM ). "IBM's got great momentum here, and with tech stocks, momentum matters huge," he said. "This stock could go to $110 and it wouldn't be expensive." Cramer said he thought IBM "is only going to get better."

Published By TheStreet.com

Labels: BKC, Burger King, IBM, Jim Cramer, MCD, McDonalds, Stop Trading, Walmart, WMT

"What happened to all of the enthusiasm?" Jim Cramer asked the viewers of his "Mad Money" TV show Thursday.

Just two days after the big market rally that had Cramer starting to think things were looking up, the market was hit by a trifecta of bad news that now has him scratching his head.

Cramer said there were clearly three things that crushed the hopes and dreams of Tuesday's rally. First, he said, were little six words from President Bush on the auto bailout: "I haven't made up my mind yet."

With the automakers' fate once again in limbo and the economy hanging in the balance, Cramer said it's no wonder the markets reversed course.

The second factor behind today's selloff was General Electric (GE), which he also owns for his Action Alerts PLUS portfolio, coming under scrutiny from the debt rating agencies. "When one of the largest U.S. companies comes under fire, it doesn't instill confidence," he said.

Finally, Cramer said the markets were hit by the big collapse in oil prices. He said that while cheaper oil means less expensive gas and electricity, which is good for the economy, rapidly falling oil prices means global demand is still falling.

Oil, he said, is the thermometer for the world economy, the markets need to see oil prices stabilize and begin to bottom.

The oil crisis has affected Exxon-Mobil (XOM) and Chevron (CVX), which he also owns for his Action Alerts PLUS portfolio. The two comprise 14% of the Dow Jones Industrial Average. That means 62 points of today's decline came from the two stocks alone.

Cramer said his bottom line is that the Santa Clause rally hasn't come yet.
"Chemical companies are the biggest beneficiaries of cheaper oil," Cramer told viewers.

While industrial demand for chemicals is slowing down, it cannot compare to the speed at which these companies' raw costs are falling. Cramer said this fact makes some, but not all, chemical companies a buy.

Cramer compared the stocks of PPG (PPG) and Dow Chemical (DOW) to see which one came out on top. Both are accidentally high yielders, with PPG's dividend yielding 4.96% and Dow Chemical yielding 8.37%, but Cramer said PPG is the stock to own.

Size isn't everything, said Cramer. He said that while Dow has the larger yield, it's PPG that provides the safety. PPG's earnings estimates for 2009 are more than twice that of its expected dividend payout, a benchmark which Cramer said Dow Chemical can't match.

Cramer also likes PPG's businesses because only 24% of its income is derived from industrial chemicals and glass, and the rest from a unique blend of commodity and specialty chemicals and coatings.

Dow Chemical, on the other hand, also has a nice blend of plastics, chemicals and even exposure to agriculture, but with the company's acquisition of Roman & Haas, Cramer said the company ust can't guarantee its earnings. He said while the company is well run, there's just too much downside risk.

Sell Block

In the Thursday "Sell Block" segment, Cramer examined DuPont (DD) and concluded the chemical maker is the worst of the bunch of chemical companies.

Cramer said the company's 6.4% dividend yield may look attractive, but is in actuality the least stable. While the company has 30% of its profits derived from agriculture, a sector likely to do well under Obama, it also has 59% of its profits levered to autos, transports and other economically sensitive sectors.

Even worse, he noted, 22% of the company's profits are directly levered to autos, the worst industry in the world at the moment.

DuPont recently forecast an abysmal forth quarter, predicting a loss of 20 cents to 30 cents a share, while the Street was expecting a profit of 23 cents a share. The company also lowered guidance for all of 2009.

Cramer said if given the choice to own one chemical company, he'd much prefer the stock of PPG over Dow, and especially DuPont.

A Tough Market

In an exclusive interview, Cramer talked with jim Sinegal, president and CEO of retail giant Costco (COST), to see how the company is weathering the economic pullback.

Sinegal said Costco is fairing well in the recession since saving money is in the company's DNA. He called the current market conditions the most uncertain he's seen in his career, with consumer confidence at an all time low.

He said that customers are being a lot more careful with the money they spend, often opting for lesser expensive items.

Sinegal said the company's house brand, Kirkland, continues to do well as Costco is adding value to its offerings. He said that big suppliers still love Costco, despite the company's private label success.

When asked about premium brands at Costco's stores, Sinegal said the company continues to add higher-end merchandise, such as Waterford Crystal, to its offerings to much fanfare from its customers.

Cramer said there are two big bargains in retail, Costco and rival Walmart (WMT), a stock which he owns for his charitable trust.

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Labels: Chevron Corp., COST, Costco Wholesale Corp., CVX, DD, DOW, Dow Chemical Co., DuPont Co., Exxon Mobil Corp., GE, General Electric Co., Jim Cramer, Mad Money, Mad MOney Recap, PPG, Walmart, WMT, XOM

"There are very few institutions where everyone knows it will not go out of business," said Jim Cramer on Friday's "Stop Trading!" segment on CNBC. Two examples, he said, are Citigroup(C) and General Motors(GM).
"We'll find some way that GM will exist," Cramer said, and as for Citi, "I think we know it's not going to fail. We can't let it fail."

"The short-sellers have ben out to crush" Citigroup, he said, and they've been "able to break this rather successfully." Cramer says there's a chance they could bring the stock down to $1 or $2, which he called "absurd."

Cramer said he was sad to hear that Wal-Mart(WMT) CEO Lee Scott was retiring. He said Scott "really made Wal-Mart exciting again, and I don't want him to go!"

Cramer said he never thought he'd prefer shopping at Wal-Mart to shopping at Target(TGT), but he no longer goes to Target. "I urge people to go to Wal-Mart," he said. Scott "turned around Wal-Mart and made it a place you really want to be."

Another stock capturing Cramer's attention was Pepsico(PEP). "When was the last time we saw a company's numbers raised?" he said. "I know the group's under pressure because it's the last area that hasn't really been sold, but if the numbers go up, think about next year's comparisons. It's going to be really good."
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Labels: C, Citigroup Inc., CNBC's Stop Trading, Jim Cramer, PEP, Stop Trading, Wal-Mart, WMT

September's been the worst retail month in memory, Jim Cramer said on Tuesday's Stop Trading segment on CNBC.
But there is at least one opportunity in the space, he said. It's all Wal-Mart(WMT). Wal-Mart could end up killing everyone.
Wal-Mart is the ultimate stock, he said. There's really no other retailer to own other than Wal-Mart. It's just a gigantic, gigantic buy.
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Labels: CNBC's Stop Trading, Jim Cramer, Stop Trading, WMT

Buy Caterpillar (CAT), Jim Cramer said on CNBC's "Stop Trading!" segment Wednesday.
On news of an earthquake that has cost a great deal of damage and as many as 15,000 lives, Cramer spoke of the "rebuild in China," which he said was an equivalent of Hurricane Katrina in terms of infrastructure buildout. He pointed viewers to Caterpillar and Terex (TRX) as plays on the news. He also recommended Cummins (CMI). "They're all headed up ... because of the rebuild," he said.
Cramer said today's rally has a lot to do with bullish action from mortgage insurer Freddie Mac (FRE). "They have gotten rid of the systemic risk," he said. He called Freddie Mac and Fannie Mae (FNM) the "last of the black holes" for the financial crunch.
Cramer said Freddie is getting a lot of business, which he thinks may actually offset the company's losses. He said bears don't believe that's the case, but he pointed out that Freddie is a well-run company. Fannie is not as good, he said.
In the consumer discretionary space, Cramer said he had thought "the buyers would just call it quits" after the government's stimulus checks came in. He revised his forecast, saying maybe earnings from Kohl's (KSS) tomorrow will be the time to sell.
He expressed his surprise at the continued rise of some retailers. "Certainly we know that Costco (COST) is better than we thought. ... TJX (TJX) was a little disappointing, and look -- it goes up." He pointed out that Wal-Mart (WMT) stock has traded back to where it was before reporting earnings.
"A lot of people feel that the worst is over," Cramer said. He pointed out that the Fed called victory when inflation numbers came in better than expected.
Cramer also said that the year of wind power may arrive this year, not next year as he had previously predicted. He pointed out bullish action in Fluor (FLR) and First Solar (FSLR) as evidence of alternative energy stories.
He also said that Research In Motion (RIMM), Apple (AAPL) and MasterCard (MA) are offering leadership in the economy.
On the housing crisis, Cramer said that Toll Brothers (TOL) CEO Bob Toll was "negative negative negative" when the two spoke on last night's "Mad Money" TV show. He predicted that the housing problem in Florida would be much better in 18 months.

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Labels: AAPL, CAT, CMI, COST, FLR, FNM, FRE, FSLR, Jim Cramer, KSS, MA, RIMM, Stop Trading, TJX, TOL, TRX, WMT

Gold is back, Jim Cramer said on CNBC's "Stop Trading!" segment Thursday. Cramer dismissed Wall Street observers' claims that the dollar is correlated with oil. "Oil is correlated to supply and demand," he said. "The stocks are signaling that gold is going higher." He recommended Agnico-Eagle Mines (AEM) and Yamana Gold (AUY). "They're not done going up," he said.
"Retail was a great trade," Cramer said, but "we're finished. I want to sell retail." He instructed viewers to get out of Nordstrom (JWN), Phillips-Van Heusen (PVH ) and VF Corp. (VFC).
On the other hand, "Wal-Mart (WMT) is the keeper in this group," Cramer said. However, he observed that "Kohl's (KSS) said good things, the stock is going down. This group has had it." He was also bearish on Target (TGT).
Cramer then moved on to discuss oil drilling in India. He said companies like Transocean (RIG) are "really talking about India."
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Labels: AEM, AUY, Jim Cramer, JWN, KSS, PVH, RIG, Stop Trading, TGT, VFC, WMT

On Tuesday's show Cramer gave out 5 rules for investing in the stock market. His first rule is that there is a market for everything, including the stocks themselves. He said an example was how ethanol stocks were very hot about a year ago, and then several IPOs came on the market, so there was an oversupply of ethanol stocks on the market and the entire sector went down. So the ethanol business and news didn't matter because there were too many ethanol stocks available. Cramer said another example was his recommendation of Sealy (ZZ) at its IPO where he liked the stock, but didn't realize that there was a glut of IPOs, so the IPO market was saturated and the stock tanked.
Cramer took soma calls. The first caller asked how you can know whether an IPO is a good investment or not, and Cramer said that the key is the offering price for the shares. Another caller asked if there are any sectors that Wall Street overlooks, and Cramer said that you should look for a sector that used to have 10 analysts and only has 1 or 2 now and consider that sector for a turnaround. The next caller asked about the Vonage (VG) IPO, and Cramer said that this IPO was overhyped and that they should not have let the company sell stock to its customers.
Cramer's second rule is to know what you own. Sectors don't always matter since stocks within a sector can rally without others. Industries within a sector are the key to rallies, not the sector itself. An example occurred a couple years ago when he called for a tech rally and recommended Cisco (CSCO) and Microsoft (MSFT) because they were the big tech stocks, and he should have been thinking more specifically about the gadget industry within tech, since stocks like Apple (AAPL) were up big. He also said that he wants you to do at least 1 hour of homework each week for each stock you own. He thinks you should give your money to a mutual fund if you don't have enough time.
A caller asked why you don't see big rallies in the biotech sector, and Cramer explained that biotech stocks are moved by FDA rulings, not broader industry moves. The next caller asked how to find the pin action within a sector that Cramer talks about, and he used an example where Boeing (BA) reported a great quarter, and you should look to see who makes the components of the planes they make, since their sales will rise with Boeing's. The next caller asked how to predict performance if a sector is split, like Internet search with Yahoo! (YHOO) and Google (GOOG), and Cramer said that you need to look at management and other company specific factors in that case.
Cramer's third rule is that Latin America should always be treated as a shorter term trade since Wall Street has preconceived notions about the region that prevent it from being a long term investment, and they are the ones who move the market. You should always take profits as a Latin American stock moves up so you don't get caught when the big investors move out of their trade. A caller asked how important our economy is to Chinese stocks, and Cramer said that he doesn't like to recommend Chinese stocks because he doesn't trust their economy. The other caller asked about stocks like Wal-mart (WMT) and Starbucks (SBUX) that are expanding in China, and Cramer said that Starbucks could be the next Yum! Brands (YUM) which doubled their stock price after they doubled their stores in China.
Cramer's next rule is that being a lemming is ok, but he still wants you to go your homework, but if you agree with the moves that big investors are making, then it's good to go with the momentum.
His last rule was to not be afraid to say that something is too difficult to invest or trade on. His example is restaurant same store sales, which he has been crushed on in the past since there are so many factors that contribute to the number and the reaction. He said you aren't being weak, but smart by focusing your time someplace where you can make money.

Labels: AAPL, BA, China, CSCO, GOOG, IPO, Jim Cramer, Lightning Round, Mad Money, Mad Money Lightning Round, Mad MOney Recap, MSFT, SBUX, VG, WMT, YHOO, YUM, ZZ

Cramer began Wednesday's show talking about Wal-Mart's (WMT) good quarter and investment ideas from its conference call. Cramer remarked how well GameStop will do during the holidays and how other consumer electronics will continue to be strong. Cramer disagrees on digital cameras because they're made in China making them hard to buy right now. He does not like Garmin (GRMN) either. In computers, Cramer supports Hewlett-Packard (HPQ), which Wal-Mart is not a big carrier of. They do sell Dell but Cramer prefers HP. He mentioned Activision as a possible investment for video games, but prefers GameStop.
TV's: Cramer considered Corning (GLW), who are involved in liquid crystal display televisions. It is not trading as high as it should be, but has a raised outlook in pricing. It has bendable fiber not priced in the stock and is heading much higher.
Am I Diversified?The first caller had Sirius Satellite Radio (SIRI), Ford (F), AT&T (T), McDonald's (MCD) and Human Genome Sciences (HGSI). Cramer called HGSI too speculative and said he'd rather see the caller in a stock like Celgene (CELG) instead.Another caller held Daimler (DAI), Coca-Cola (KO), Google (GOOG), Celgene and CVRD (RIO). Cramer blessed the portfolio.The final caller asked if he was diversified with Apple (AAPL), Occidental Petroleum (OXY), MetLife (MET), Cisco (CSCO) and Yum! Brands (YUM). Cramer suggested the caller swap out of MetLife and into Prudential (PRU).
Tetra Tech (TTEK) CEO Dan Batrack joined Cramer on the show, where he said his company beat fourth-quarter expectations due to increased margins. He said they had a great performance on earnings.

Labels: CELG, GLW, GRMN, HGSI, HPQ, Jim Cramer, Mad Money, Mad MOney Recap, MCD, SIRI, WMT

Costco (COST), Wal-Mart (WMT), Kroger (KR), Safeway (SWY), Home Depot (HD), Sears (SHLD), Lowe's (LOW), Kohl's (KSS), J.C. Penney (JCP), Macy's (M)
When retail swoons, bears are quick to blame the sluggish consumer, but Cramer believes a more nuanced view is in order. Even though consumers don't want to shop at Wal-Mart, Safeway or Kroger because of boredom, or at Home Depot, Lowe's and Sears because of housing problems doesn't mean they don't want to shop. Today's consumer wants to be entertained, pampered and is looking for a bargain, said Cramer. Target and Wal-Mart no longer provide this experience, but Costco is fitting the bill because "it is a better place to shop." The consumer is not interested in Kohl's, J.C. Penney or Macy's, particularly the latter, since the stores have gone downhill because of the consolidation, said Cramer. While Kohl's is okay, its merchandise did not fit the weather. However, Costco is "a more exciting, treasure-hunt place to shop," Cramer said. "I think you're seeing a tiering here and the tiering has to do with execution, performance and fun to shop, not the consumer."
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Labels: COST, HD, JCP, Jim Cramer, KR, KSS, LOW, M, SHLD, SWY, Wall Street Confidential, WMT

Google Inc.'s stock price sailed past $600 for the first time Monday, extending a monthlong rally propelled by the lofty expectations surrounding the Internet search leader's upcoming third-quarter earnings report.
The Mountain View-based company's shares traded as high as $601.45 before slipping back to $600.33 in early afternoon trading, a gain of $6.28. It marked the sixth time in the past 12 trading sessions that the stock has reached a new peak, indicating investors are confident Google's third-quarter profit will be impressive. The results are scheduled to be released Oct. 18.
The latest milestone served as yet another reminder of the immense wealth created since Google went public in August 2004.
The shares have increased more than sevenfold from their initial public offering price of $85, bringing the 9-year-old company's market value to $187 billion -- more than bigger, more mature businesses like Wal-Mart Stores Inc., Coca-Cola Co., Hewlett-Packard Co. and IBM Corp.
It took 10 1/2 months for Google's stock to leap from $500 to $600 and more than a year for the journey from $400 to $500. The shares hurdled $300 in June 2005 after passing the $100 and $200 thresholds in 2004.
Analysts began predicting Google's stock would reach $600 at the start of 2006 when the shares were still hovering around $420. Some analysts already are predicting Google's stock will hit $700 within the next year, but the average target price for the stock is $614.64 among analysts polled by Thomson Financial.
Source: AP

Labels: GOOG, Hot Stocks, HPQ, IBM, KO, MSFT, WMT, YHOO

In search for good, cheap stocks after a significant market run, Cramer made a surprise find among the beleaguered supermarkets. KR is a "serial outperformer," with an earnings per share at four cents above average and raised guidance. While The Street was has been worried about supermarkets, the absence of inflation and the fact that people just don't like to buy food at WalMart has been good news for Kroger, which is not threatened by Supervalu, since despite its name, this supermarket has no future value, according to Cramer. Meanwhile, Kroger has been improving its presentation, quality, has bought back 3% of its shares and expects to continue improving margins.
Overlooked IPO: Starent Networks (STAR)
Continuing his series on overlooked IPOs, Cramer featured STAR which provides the technology which allows users to send photographs, watch videos and play games on a cell phone. Starent Networks clients include Verizon, Sprint Nextel, and Vodafone, and Cramer dubs STAR as the next Qualcomm. While the long-term growth rate is at an impressive 57%, Cramer doesn't think the price is quite right and would wait for STAR to dip a bit before buying.
Sell Block: Macquarie Bank (MBL)
While MBL has yet to commit a crime, Cramer’s faith is shaken in MBL and he would take gains right away. The bank "dramatically overpays" for its purchases and uses debt to pay for them. However, MBL does not technically own the purchases, but establishes small funds as the true "owners." MBL's debts are not recorded, but belong to these small funds. "We've made really good money here, but now it's time to take it off the table and forget about it," Cramer said.
CEO Interview: Dr. Frederic Moll, Hansen Medical (HNSN)
Dr. Frederic Moll Discussed forays into electrophysiology and robotic catheters. He is excited about the potential of this new technology, and Cramer suggests waiting for a decline to buy HNSN.
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Labels: HNSN, Hot Stocks, Jim Cramer, KR, Mad Money, MBL, STAR, WMT

On Tuesday's show, Cramer started by talking about the acquisition of Commerce Bank (CBH) by TD Bank, and how he feels that Canadian banks will buy more US regional banks because of the strength of the Canadian dollar. Cramer listed 9 other banks that he thinks could be takeover targets; National City (NCC), New York Community Bank (NYB), Comerica (CMA), KeyCorp (KEY), Hudson City Bank (HCBK), M&T Bank (MTB), BB&T (BBT), Fifth Third Bank (FITB), Capital One (COF)
CVS Caremark (CVS): Cramer thinks it was unfairly punished by Walgreen's (WAG) bad quarterly report yesterday. Cramer thinks that CVS will be able to profit for the same reason that Walgreen's had problems because of their merger with Caremark. CVS is now "best of breed" in the pharmacy sector.
Cramer then took a phone call about Wal-Mart (WMT) which he thinks is not a big factor in this sector.
After the lightning round, Cramer was looking for more overlooked IPOs. Today's pick was comScore (SCOR). This stock is the Nielsen of the web and gives companies data to help them advertise better. They are in the early stages of growth.
CEO of Perry Ellis (PERY) was on the show. Cramer thinks the stock is not for him, and asked the CEO some tough questions.
In the last segment, Cramer talked about Baidu.com (BIDU), which he said is up 136% since he recommended the stock. He "commands you" to take your cost basis out of the market to lock in profits.

Labels: BBT, CBH, CMA, CVS, HCBK, Jim Cramer, KEY, Mad Money, Mad MOney Recap, MTB, NYB, SCOR, WMT

Stocks to watch for Monday, August 27, 2007:
Citigroup (C) pulled together its emerging-markets credit group and its global credit-trading business. The combined group will be headed by Carey Lathrop, a nearly 20-year veteran of the bank who led the emerging-markets business.
Crocs (CROX), in an attempt to diversify its product line, will introduce a line of apparel for men and children. The apparel line, which Crocs intends to unveil today, will feature regular fibers, such as cotton, interwoven with a lightweight derivative of the pliable, plastic resin used to make Crocs' shoes. It will make its debut in stores in October.
Home Depot (HD) agreed to cut the price in its supply division sale to buyout firms by $1.8 billion, sources said on Sunday, as a housing market drop and a credit crunch forced all sides to renegotiate.
Marsh & McLennan (MMC) said it has agreed to buy back $800 million worth of its outstanding shares in an accelerated share repurchase transaction. The company said it will fund the transaction with proceeds from the recent sale of Putnam Investments and that it will conduct the purchase under the $1.5-billion share buyback authorization announced on Aug. 7.
Rambus (RMBS) said the special litigation committee established by the board has finished its review of stock options practices and submitted a final report to court. The special litigation committee was composed of two independent directors, J. Thomas Bentley and Abraham Sofaer, and it conducted its review with the assistance of independent counsel, the company said.
United States Steel (X) said it will buy Canadian steelmaker Stelco for $1.1 billion in a cash deal, including X paying $36.59 per share of Stelco.
Wal-Mart (WMT) is considering acquisitions in its home market as it seeks to open smaller stores and limit its reliance on giant supercenters for growth, the Financial Times reported.
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Labels: C, CROX, HD, Hot Stocks, MMC, RMBS, WMT, X

Penny General: Family Dollar (NYSE: FDO - News), Wal-Mart (NYSE: WMT - News), Tribune (NYSE: TRB - News)
Cramer predicts Dollar General will be the first among recent private equity takeovers, including Tribune, which will fail. Since it became private, Dollar General has been biting at Wal-Mart's ankles, and WMT will probably respond by lowering prices to knock them out of business, according to Cramer. This will be bad for FDO as well, and Cramer predicts by the holiday season, Dollar General will be "Penny General." When asked if Dollar General made a mistake going private, Cramer responded that while he doesn't like to call people idiots anymore, "Dollar General made really bad judgements."

Published by SeekingAlpha

Labels: FDO, Jim Cramer, TRB, Wall Street Confidential, WMT

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

Bullish calls:
EMC (NYSE: EMC - News)Wal-Mart (NYSE: WMT - News): 'How about taking a little bit of money out of Target and putting it into Wal-Mart?'Cisco Systems (NasdaqGS: CSCO - News): 'Move into the Cisco.'Acadia Pharmaceuticals (NasdaqGM: ACAD - News): 'Lots of ways to win. ... However, this group is under a cloud. ... You need to be patient, but I reiterate buy Acadia Pharma.'Omniture (NasdaqGM: OMTR - News): 'There is nothing like Omniture. It is the super-Nielsen of the Web. ... Stick with Omniture.'TOP Tankers (NasdaqGS: TOPT - News): 'All tanker stocks are hitting their 52-week highs. ... Yours doesn't pay the big dividend, but I'm not going to move away from that dry bulk group. It's really terrific.'Frontline (NYSE: FRO - News)Advanced Micro Devices (NYSE: AMD - News): 'I like semiconductors. ... Far be it from me to recommend selling any semiconductor stock.'Cal Dive International (NYSE: DVR - News): 'The perfect stock to own going into hurricane season. ... I like that stock, but people know I like the group.'Hercules Offshore (NasdaqGS: HERO - News): 'That symbol is HERO. It is my hero. ... As good as HERO is, I am still going to tell you that RIG, and Schlumberger are better.'Transocean (NYSE: RIG - News)Global Santa Fe (NYSE: GSF - News)Schlumberger (NYSE: SLB - News)Southern Copper (NYSE: PCU - News): 'It's a monster! It's on the move!'Freeport McMoRan Copper & Gold (NYSE: FCX - News)
Bearish calls:
Target (NYSE: TGT - News): ' ... 52-week high, took everybody by surprise, up $4. ... I think it's time to do a little schnitzel. ... How about taking a little bit of money out of Target and putting it into Wal-Mart?'Juniper Networks (NasdaqGS: JNPR - News): ' ... 52-week high. ... Swap out of the Juniper. Move into the Cisco.'XM Satellite Radio (NasdaqGS: XMSR - News): 'There's no way we can be in that. ... I'm going to give you a Don'tBuy.'Sirius Satellite Radio (NasdaqGS: SIRI - News)Diageo (NYSE: DEO - News): 'I think Diageo is just okay here.'
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Labels: ACAD, AMD, CSCO, DVR, EMC, FCX, FRO, GSF, HERO, Jim Cramer, Lightning Round, OMTR, PCU, RIG, SLB, TOPT, WMT

A Reliab-Oil Stock: XTO Energy (NYSE: XTO - News)
Cramer says he has finally found the "perfect" oil company which takes advantage of high oil prices by exploiting new properties rather than just buying back stock. XTO has risen 14% since Cramer recommended it in March, and with its recent acquisition of Dominion Resources, it should see double-digit growth for four or five years, according to Cramer.
Interview with Duncan Niederauer, president and co-COO of NYSE Euronext (NYSE: NYX - News)
Cramer's growth stock for 2007, NYX, is down 15%, but he is not backing away. While Euronext is growing rapidly, Cramer admits NYX is turning into the "worst performing" st