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Friday, February 09, 2007

Jim Cramer's Mad Money Lightning Round Feb. 8

Bullish calls:
Archer Daniels Midland (NYSE: ADM - News): 'ADM has done nothing since that beautiful, magnifico quarter. For every two shares of AVR, you go buy one ADM.'Acme Packet (NasdaqGM: APKT): 'You are onto it .... 'APKT is a situation where I think that you - if it gets back to where it was this morning in that brief moment - you have to back up the truck.'Whirlpool (NYSE: WHR - News): 'WHR had run from $82 to $94. I think that WHR is going to hit it big. It had a very big acquisition with Maytag. It hasn't all worked out yet. It will work out.'ValueClick (NasdaqGS: VCLK): ''I am an old dot-commer from way back... and VCLK is one of the survivors that has done remarkable things on the web. This is a company that does advertising solutions for companies that need to be on the web ... great quarter. Great numbers. $26 goes higher. Management is continually beating estimates.'Vulcan Materials (NYSE: VMC - News): 'Now, that stock has been on a tear. But, you know what? We're not done. We liked it in the 70s - we like it to $140. I see 30 more points. It is cheap still, and we've still got a lot of highways that need aggregate.'MasterCard (NYSE: MA - News): 'The stock is up gigunda ahead of this quarter. I mean gigunda. Up another 2 smackers today - one of my best picks ever ... I still think their going to blow the numbers away! I don't think that MA is done.'Corning (NYSE: GLW - News): 'Ever since that quarter, where diesel engines were good, where fiber's coming back, where big-screen TV inventories have been worked off; I have said to buy GLW, and I'm reiterating it right now!'EMC (NYSE: EMC - News): 'I liked the news today with the spinoff. I'm going bullish right here.'Melco PBL Entertainment (NasdaqGM: MPEL): 'It's hurting. I know it's hurting. It's a Macau gambling play. I like it.'
Bearish calls:
Aventine Renewable Energy (NYSE: AVR - News): 'My friend, you are barking up the wrong ethanol pick! ... I want you out of AVR - even though it's all the way down - sell, sell, sell! and right now, for every two shares of AVR, you go buy one ADM.'SAP (NYSE: SAP - News): 'Holy cow, is that a stinker. Sell, sell, sell! That CEO talked a big game - a good game - but he's involved in a vicious price war with another stock that I don't like, ORCL.'Oracle (NasdaqGS: ORCL): 'I don't want anything to do with that segment. It is banned on Mad Money! Sell, sell, sell!'Thor Industries (NYSE: THO - News): ' Look, there is nothing better than an Airstream ... But! This is not the stock to own at this point in the cycle ... It's an expensive stock. Using a lot of gasoline. No. We're going to stay away ... 'don't buy.'Tibco Software (NasdaqGS: TIBX): 'Controversial. The problem with TIBX is that it's growing at 14%, and it sells at 24x earnings. Limited upside. Don't buy, don't buy.'
Published By SeekingAlpha

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Tuesday, December 26, 2006

Jim Cramer's Mad Money Stock Recap Dec. 22

Four Dividend Gifts: U.S. Bancorp (NYSE: USB - News), National City (NYSE: NCC - News), Asbury Automotive (NYSE: ABG - News), and United Online (NASDAQ: UNTD - News)
Cramer listed four stocks that "keep on giving" with their great dividends. U.S. Bancorp has a 4.4% yield and a 35 year history of consistently raising its dividend, Cramer observes, adding that it has a good buyback program and a "pristine balance sheet." In addition to National City's 4.2% dividend and its "big fat buyback" Cramer applauds the company for getting rid of its low-margin mortgage business and setting up a position in Florida. ABG, which sells cars in the $30,000 to $35,000 range has good earnings growth, comments Cramer, and has the money to raise its 3.3% dividend. Finally, Cramer calls UNTD "the big one" with a 6.1% dividend and a "serious growth business."

Hot and Cool: Omniture (NASDAQ: OMTR - News), InnerWorkings (NASDAQ: INWK - News), Riverbed (NASDAQ: RVBD - News), DivX (NASDAQ: DIVX - News) and Acme Pocket (NASDAQ: APKT - News)
Last week, Cramer discussed "hot stocks" and said that OMTR, INWK and RVBD were not "too hot to buy," and are good for the next six to nine months, but on Friday he emphasized that he would sell DIVX. Cramer's fifth hot stock is APKT, which is a pioneer in the Internet telephony business and "hasn't even started to run yet." Cramer notes that it has reported good profits for four consecutive quarters, has "massive revenue growth" and, since it is covered by only five analysts, APKT has upgrade potential. Although those who hold the stock on the April 10th expiration of its share lockup will be hurting, Cramer assures investors that they have a few months to watch the stock rise and says ACME is "too cool not to handle, and it is far from being too hot."

Desperate Hedgies: Apple (NASDAQ: AAPL - News), Google (NASDAQ: GOOG - News), Goldman Sachs (NYSE: GS - News), Research In Motion (NASDAQ: RIMM - News), AIG (NYSE: AIG - News), Devon Energy (NYSE: DVN - News), Johnson & Johnson (NYSE: JNJ - News) and Halliburton (NYSE: HAL - News)
Hedge fund managers whose funds have not been doing well in the past year are frantically selling stocks such as APPL, GOOG and GS which are "symbolic of the market" to make it seem as if the performance of their funds is related to the health of the Dow. Instead of worrying, Cramer suggests investors use this "short-term, rumor-down market" to pick up some good quality stocks such as RIMM, AIG, DVN, JNJ and HAL at low prices; "After buying them on the cheap next week, take them in 2007 and enjoy it," he said.
CEO Interview: Bruce Williamson Dynegy (NYSE: DYN - News)
Bruce Williamson said that his company's deal with LS Power will increase assets under management by 70% and will add more cash flow. When asked how the deal will affect DYN's exposure to natural gas, Williamson replied, "With LS Power, it is going to to drop our exposure of a dollar move of natural gas down from 10% of EBITDA to a 4% move in EBITDA... It stabilizes the platform." Cramer applauded Williamson and called him a "winner."

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Monday, December 25, 2006

Jim Cramer's Mad Money Stock Recap Dec. 22

Four Dividend Gifts: U.S. Bancorp (NYSE: USB - News), National City (NYSE: NCC - News), Asbury Automotive (NYSE: ABG - News), and United Online (NASDAQ: UNTD - News)
Cramer listed four stocks that "keep on giving" with their great dividends. U.S. Bancorp has a 4.4% yield and a 35 year history of consistently raising its dividend, Cramer observes, adding that it has a good buyback program and a "pristine balance sheet." In addition to National City's 4.2% dividend and its "big fat buyback" Cramer applauds the company for getting rid of its low-margin mortgage business and setting up a position in Florida. ABG, which sells cars in the $30,000 to $35,000 range has good earnings growth, comments Cramer, and has the money to raise its 3.3% dividend. Finally, Cramer calls UNTD "the big one" with a 6.1% dividend and a "serious growth business."

Hot and Cool: Omniture (NASDAQ: OMTR - News), InnerWorkings (NASDAQ: INWK - News), Riverbed (NASDAQ: RVBD - News), DivX (NASDAQ: DIVX - News) and Acme Pocket (NASDAQ: APKT - News)
Last week, Cramer discussed "hot stocks" and said that OMTR, INWK and RVBD were not "too hot to buy," and are good for the next six to nine months, but on Friday he emphasized that he would sell DIVX. Cramer's fifth hot stock is APKT, which is a pioneer in the Internet telephony business and "hasn't even started to run yet." Cramer notes that it has reported good profits for four consecutive quarters, has "massive revenue growth" and, since it is covered by only five analysts, APKT has upgrade potential. Although those who hold the stock on the April 10th expiration of its share lockup will be hurting, Cramer assures investors that they have a few months to watch the stock rise and says ACME is "too cool not to handle, and it is far from being too hot."

Desperate Hedgies: Apple (NASDAQ: AAPL - News), Google (NASDAQ: GOOG - News), Goldman Sachs (NYSE: GS - News), Research In Motion (NASDAQ: RIMM - News), AIG (NYSE: AIG - News), Devon Energy (NYSE: DVN - News), Johnson & Johnson (NYSE: JNJ - News) and Halliburton (NYSE: HAL - News)
Hedge fund managers whose funds have not been doing well in the past year are frantically selling stocks such as APPL, GOOG and GS which are "symbolic of the market" to make it seem as if the performance of their funds is related to the health of the Dow. Instead of worrying, Cramer suggests investors use this "short-term, rumor-down market" to pick up some good quality stocks such as RIMM, AIG, DVN, JNJ and HAL at low prices; "After buying them on the cheap next week, take them in 2007 and enjoy it," he said.
CEO Interview: Bruce Williamson Dynegy (NYSE: DYN - News)
Bruce Williamson said that his company's deal with LS Power will increase assets under management by 70% and will add more cash flow. When asked how the deal will affect DYN's exposure to natural gas, Williamson replied, "With LS Power, it is going to to drop our exposure of a dollar move of natural gas down from 10% of EBITDA to a 4% move in EBITDA... It stabilizes the platform." Cramer applauded Williamson and called him a "winner."
Published By SeekingAlpha

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Tuesday, November 14, 2006

Jim Cramer's Mad Money Lightning Round Nov. 14

Mad Money Lightning Round:

Bullish: AMGN, HOG, NICE, APKT,
Bearish: BGC, PDLI, ASEI, JBLU, NDE

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Jim Cramer's Mad Money Stock Recap

Jim Cramer, Mad Money
The buyers came in today because rates are down and there is talk about a rate cut. Cramer dedicated this episode towards IPOs coming to the market this week


Kellogg Brown and Root (KBR)- This is an engineering and construction company. This stock is surrounded by a dark cloud of negativity and it's even worse because the democrats took the House. This is the reason why this stock is being priced so low. The street believes that this company will loose a lot of middle eastern business. This stock is being priced at a 20% discount in relation to any of the other engineering firms. Cramer sees no reason why this stock should trade at such a discount in relation to the group. The only problem is that this stock is so oversubscribed. Cramer thinks the best way to get into KBR is buying its parent Halliburton (HAL). HAL has the lowest multiple of any stock in the oil service group.


NYMEX (NMX) -This is the true big daddy of the week. This is also very oversubscribed. NYMEX is the one Cramer wants you in and it deserves the additional shares that are being offered. Cramer sees no reason why this stock will not be as successful as the NYSE Group. (NYX). Cramer says you can ride NYX from the mid $90s all the way to the $200s. NYMEX's Their profit doubled and revenue rose 70% last year alone. Buy this stock with limit orders. If it opens up as much as $25 you should be buying this stock.

Hertz (HTZ)- Cramer does not want you in this. He wouldn't touch this stock with a 10 ft. pole. 62% of what was raised in the IPO was used to repay a debt. Good Start.

Lightning Round

Bullish: AMGN, HOG, NICE, APKT,

Bearish: BGC, PDLI, ASEI, JBLU, NDE

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