Jim Cramer Blog

Here are 7 stocks for traders for Thursday from TradingMarkets.com:
Airgas (NYSE:ARG - News) beat earnings expectations on Wednesday, with $0.67 EPS over an expected $0.63 EPS. ARG's PowerRating (for Traders) is 7.
Akamai Tech (NasdaqGS:AKAM - News) beat earnings on Wednesday afternoon, announcing $0.34 EPS over an expected $0.33 EPS. AKAM's PowerRating (for Traders) is 5.
Advanced Medical Optics (NYSE:EYE - News) reports earnings on Thursday morning, with analysts looking for -$0.43 EPS. EYE's PowerRating (for Traders) is 5.
Aetna (NYSE:AET - News) should announce $0.92 EPS before the bell on Thursday morning. AET's PowerRating (for Traders) is 6.
When Bunge (NYSE:BG - News) reports earnings on Thursday before the market opens, look for $1.78 EPS. BG's PowerRating (for Traders) is 5.
Analysts will be watching for Diamond Offshore (NYSE:DO - News) to report $1.49 EPS on Thursday morning. DO's PowerRating (for Traders) is 5.
Motorola (NYSE:MOT - News) announces quarterly results tomorrow morning; watch for $0.04 EPS. MOT's PowerRating (for Traders) is 6.

Labels: AET, AKAM, ARG, BG, DO, Hot Stocks, MOT

First caller asking whether the tech sector is still the best place to be? Cramer says drop out of tech right now and wait for the pullback.
Second caller inquired on stock splits and asked if Cramer thinks a stock split is forthcoming for Apple (AAPL). Cramer said he wouldn't be surprised.
Third called asking if EMC is a better value than VZW. Cramer said he likes EMC.

Cramer's getting bullish on companies taking a "no bull" approach to business. He looked at companies that started in U.S. but have expanded. U.S. is no longer a growth country. Cramer says invest in companies with growing international exposure. Best Buy (BBY): Creating value with through the Canadian loon and expanding elsewhere globally. International sales are huge with Best Buy. Circuit City is shrinking its business. Cramer stated the success and future potential of Best Buy's Geek Squad.

Next, Cramer talked about the fact that the US economy is not in great shape, so we should look abroad for investment opportunities. He specifically mentioned Carnival Cruises (CCL) as a buy, and thinks that it will beat Royal Caribbean (RCL) in the growing European cruise market.

Airgas (ARG): Cramer spoke to the CEO of Airgas about its excellent performance. Cramer thinks this is another stock to buy after the pullback.
Lowe's (LOW): Finally, Cramer mentioned that Lowes was hurt in the market downturn. He reiterated his pullback theory, saying retail will lead the way down, followed by tech.

Labels: AAPL, AMZN, ARG, BBY, CCL, EMC, GOOG, Jim Cramer, LOW, Mad Money, Mad MOney Recap, RIMM

Celgene (CELG), Gilead (GILD), Cephalon (CEPH), Biotech HOLDRs (BBH), Airgas (ARG): After three years as a bear market, biotech can be bought, said Cramer, who is bullish on Celgene, Gilead and Cephalon. He likes the sector now that the economy is slowing and suggests taking a look at Biotech HOLDRS. On another note, Cramer discussed the “incredible bull market in air,” and had good things to say about Airgas.

Labels: ARG, BBH, CELG, CEPH, GILD, Jim Cramer, Stop Trading

Airgas (NYSE: ARG - News): 'They keep beating the numbers. It's had a couple of points pullback. You know what that means. C'mon. ('mon-back sound)... ARG is a winner here.'Akamai Technologies (NasdaqGS: AKAM): ' ... when we start doing digital video, I am going to gravitate, if not migrate, to AKAM. A very solid report out just today about how good they're doing. The stock closed up a little bit. Let's hope it comes down so we can buy some.'DivX (NasdaqGM: DIVX): ' ... if you're going to do digital video, you know we're going to do DIVX.'Vertex Pharmaceuticals (NasdaqGS: VRTX): 'I am always shocked that VRTX is still independent, given their strength in the hepatitis area. I've got to believe that someone takes them out eventually. In the meantime, it's doing really well. I want to stick with VRTX. I think that that is a buy, buy, buy. 'HealthExtras (NasdaqGS: HLEX): 'It's another network pharmacy cost-saving play.... That whole quotient ... Every one of those is going to do well, if you get the slowdown that I'm expecting...'MedcoHealth (NYSE: MHS - News)Express Scripts (NasdaqGS: ESRX)Terra Nitrogen (NYSE: TNH - News): 'You should keep thinking, and you should pull the trigger.' Mosaic (NYSE: MOS - News): 'Hey, how about MOS - which was the one that we chose - upgraded again today, which is just on fire.'Sociedad Quimica (NYSE: SQM - News): 'Don't forget the SQM - at a 52-week high. We have owned this fertilizer trade with the SQM.'M&F Worldwide (NYSE: MFW - News)American Ecology (NasdaqGM: ECOL): 'It's got a 3% yield. It's kind of stalled here. You know I do like the waste business. This is toxic waste. I'm not backing away.'Harris (NYSE: HRS - News): 'You know we're a big buyer of HRS. HRS is the ultimate high-def play .. It's up a little bit. I say stay long it. It's good. It's a low-multiple tech stock.'NYSE Euronext (NYSE: NYX - News): ' I feel that this stock - which is all the way back down to where I recommended it - is ready to be re-charged... I think NYX, the numbers are understated. I'm going back to NYX, and I am telling you to not be perturbed. I am telling you to buy. Buy, buy, buy!'Wheeling-Pittsburgh (NasdaqGM: WPSC): 'I recommended this stock literally right here, about two years ago. It's still sitting here. Every other steel company is going up.'Reliance Steel (NYSE: RS - News): 'I'm going to recommend RS for the takeover basis.'Nucor (NYSE: NUE - News): 'I'm going to give you NUE on the earnings basis.'
Bearish calls:
Sonic Solutions (NasdaqGS: SNIC): 'No... No, no.'CMGI (NasdaqGM: CMGI): 'I think we're in a shakeout market here, after this selloff... I think there's another day for it. Can we please wait, to let that stock go under $2, before we pull the trigger? Sell, sell, sell!'
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Labels: AKAM, ARG, DIVX, Hot Stocks, HRS, Jim Cramer, Lightning Round, Mad Money, MFW, MHS, MOS, NUE, NYX, RS, SQM, TNH