Jim Cramer Blog

Shaw Group (SGR), ABB (ABB)
Infrastructure is one of Cramer's favorite bull markets, and nuclear energy, particularly for emerging economies like India and China, is the sweet spot. Cramer's pick in this sector is Shaw Group, which reported a "beautiful quarter" with a 40% increase in revenue and a backlog of projects which is up 57% since last year and is triple the size of the company. Cramer prefers Shaw to ABB and added, "Given its diminutive size, I would be shocked if it was independent a year from now. But anyhow we like this one for the long haul."
Good as Gold: Yamana (AUY) Barrick (ABX)
Cramer reiterated his two favorite gold picks, Barrick and Yamana, as insurance against inflation. He stressed these are stocks to hold onto and should not be sold if one doesn't see immediate results. He noted AUY has a large mine in China, and ABX succeeds finding and producing more gold when other companies in the sector have stalled.
Sell Block: Peabody Energy (BTU), Massey Energy (MEE), Arch Coal (ACI), International Coal (ICO), Apache (APA), XTO Energy (XTO) Andarko (APC), ConcoPhillips (COP)
King Coal has been dethroned by a recent bill in Congress which threatens to raise dramatically the costs of burning the fuel, and will render stocks in the sector as "untouchable." While investors have been "coining money" with BTU, Cramer would sell the stock, as well as MEE, ACI and ICO. At the same time, Cramer declared "2008 is going to be the year for natural gas," and recommended buying XTO, APC, APA and COP.
CEO Interview: Matthew O'Connell, GeoEye (GEOY)
Matthew O'Connell announced the launch of the company's third satellite, and mentioned Boeing, General Dynamics and ITT participated in the production and launch of the satellite. "We paid up to get a great team," said O'Connell. Cramer said GEOY is and will remain a great speculative stock.
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Labels: ABB, ABX, ACI, APA, APC, AUY, BTU, COP, GEOY, ICO, Jim Cramer, Mad Money, MEE, SGR, XTO

Bullish Calls:
Yamana Gold (AUY): 'If you need a gold company, we're going to go with AUY.' Luxottica Group (LUX): 'Oakley shades.They're still talking about it.That means Oakley's still cool.T. Payne likes Oakley.I say two thumbs up, LUX.' Oakley (OO) Sam Adams (SAM) Molson Coors Brewing (TAP): 'I've got to tell you, TAP, at $89 bucks.' Nvidia (NVDA): 'That's what I want you in. NVDA is now best of breed. That's the play.' Wynn Resorts (WYNN): 'I recommended WYNN and the next day...Bear Stearns downgraded it, and you know what?... the stock went up. Cramer 1. Bear 0. And it's still up.' Service Corporation International (SCI):' this is a funeralcompany...this was the hottest, greatest company ever. It had some major financial problems, and it has come back. It's a buy on its own.' Bank of America (BAC)
Bearish calls:
Harmony Gold Mining (HMY): 'Whether it be the Harmony Club in New York City, or the HMY, I'm saying no way... Sell, sell, sell' Anheuser-Busch (BUD): 'BUD is the laggard. I don't want you to own BUD.' Silicon Motion Technology (SIMO) Melco PBL Entertainment (MPEL): 'MPEL is not for me, because of the big overruns. '
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Labels: AUY, BAC, BUD, HMY, Jim Cramer, Lightning Round, LUX, Mad Money, MPEL, NVDA, OO, SAM, SCI, SIMO, TAP, WYNN

Bullish Calls:
Crocs (NasdaqGS: CROX - News): ' ... is stalled right here. I saw it go down a little. Understand: The short position remains huge ... When we have four major analysts covering it, only then will I say Don'tBuy.'Yamana Gold (NYSE: AUY - News): ' ... it is the only growth gold stock out there. It is making an incredible amount of money. ... It also produces copper at the same time.'Precision Castparts (NYSE: PCP - News): 'The bull market in aerospace and defense is back. Precision Castparts had a better quarter than almost every other supplier to the major airline companies.'Goodyear Tire (NYSE: GT - News): '... has had a major pullback ... Goodyear Tire is one of those companies ... best of breed. I think I like the stock up to the $32, $33 level.'InterContinental Exchange (NYSE: ICE - News): 'I like derivatives. I like commodies trading. ICE is good.'CME Group (NYSE: CME - News)NYMEX Holdings (NYSE: NMX - News): 'I am hopeful that the Nymex merges with the New York Stock Exchange. It would be a terrific deal.'NYSE Euronext (NYSE: NYX - News):'The only one of those that's done really badly is New York Stock Exchange, but I'm stickin' with it.'Vector Group (NYSE: VGR - News):Amazon.com (NasdaqGS: AMZN - News)Apple (NasdaqGS: AAPL - News)Google (NasdaqGS: GOOG - News)Research In Motion (NasdaqGS: RIMM - News)Reynolds American (NYSE: RAI - News)Altria (NYSE: MO - News): ' ... those dividends are for me, and that's why I stick with tobacco.'
Bearish calls:
CyberSource (NasdaqGM: CYBS - News)True Religion Apparel (NasdaqGM: TRLG - News): ' ... gotta tell you. I don't know if that swimwear line can move the needle. ... This group is very hard.'Superior Offshore (NasdaqGM: DEEP - News): 'Worst oil-service stock I have ever seen. I mean, it's unbelievable. ... This stock feels almost cursed. ... I can't abandon it at $10... Wait until the end of the month ...'
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Labels: AAPL, AMZN, AUY, CME, Cramer, CROX, DEEP, GOOG, GT, ICE, Jim, Lightning Round, Mad, Money, NMX, NYX, PCP, RAI, RIMM, VGR

Yamana Gold (NYSE: AUY - News): Cramer urged viewers to hang on to gold stocks, especially AUY which had a great quarter, but is down 3% because "gold is selling off in a deflationary spiral."AIG (NYSE: AIG - News): This company is a buy because it has the right bonds, and not those associated with sub-prime mortgages. In addition, AIG is aggressively buying back shares, Cramer said.Fannie Mae (NYSE: FNM - News): While Cramer thinks FNM could provide a help limit the damage from the housing crisis, he laments the lack of political will to mend the situation.

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Labels: AIG, AUY, FNM, Jim Cramer, Stop Trading

Bullish Calls:
Mueller Water Products (NYSE: MWA - News): 'A very inexpensive stock. I remember when this thing was first spun off from Becker, the fertilizer company... It shouldn't be at $14. I have to buy that. That is a very consistent grower.'Schlumberger (NYSE: SLB - News): 'We've had a nice pullback here... I know that, if you own it, it doesn't feel nice... It's, at one point, a 10-point pullback ... I would pull the trigger on SLB ... Best quarter I have seen of the whole oil complex...'Costco (NasdaqGS: COST - News): 'Oh man, look at that... That was a 52-week high today ... I know why that hit a 52-week high... Because some of us are Gold Star members!'Goldcorp (NYSE: GG - News): 'why am I not backing away from gold? I think gold belongs in everyone's portfolio, so I am not saying anything bad about GG.'Yamana (NYSE: AUY - News): 'I know Yamana's been bad ... I'm sticking with AUY. It's a growth stock.'Apple (NasdaqGS: AAPL - News): 'I think that phone - despite the fact that everyone is blasting it - is a fantastic phone! I still like AAPL. I like the new Apple computers. I think AAPL's had its pullback, and is ready to rock again.'Dell (NasdaqGS: DELL - News)Hewlett-Packard (NYSE: HPQ - News)Green Mountain Coffee Roasters (NasdaqGS: GMCR - News): 'Now, up $4 bucks, I'm like reluctant to hit this (bull button), because then people t say he's just chasing momentum... But I've got to tell you, I think this is a pretty good stock...'Bankrate (NasdaqGS: RATE - News): 'That was unfairly knocked down this week. That was a clean quarter.'Cisco (NasdaqGS: CSCO - News): 'I think Cisco Systems is going to be a good quarter. At one point, that stock was down 50 cents today. I was surprised.'Microsoft (NasdaqGS: MSFT - News): ' I want to own MSFT, and I want to own tech... 'CV Therapeutics (NasdaqGM: CVTX - News): 'You found the gem. It's a little $8 buck stock. It's really down on its luck... I'd pull the trigger. I think you're right. I think there's value there.'
Bearish calls:
Movado Group (NYSE: MOV - News):'You know, there's been insider buying of MOV... I know that the last quarter was good. I felt personally burned by MOV... I cannot get behind MOV.'Taiwan Semiconductor Manufacturing (NYSE: TSM - News): 'TSM is a supplier. I want to buy the finished guys.'Infineon Technologies (NYSE: IFX - News) The Knot (NasdaqGM: KNOT - News): 'I've got some internet companies that are en feugo and KNOT is not one of them... '
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Labels: AAPL, AUY, COST, CSCO, CVTX, DELL, GG, GMCR, HPQ, IFX, Jim Cramer, KNOT, Lightning Round, Mad Money, MOV, MSFT, MWA, RATE, SLB, TSM

Bullish calls:
Raytheon (NYSE: RTN - News): 'Raytheon's probably the cheapest.'General Dynamics (GDNorthrop Grumman (NYSE: NOC - News)Lockheed Martin (NYSE: LMT - News)Frontline (NYSE: FRO - News):'Yours is a winner. Frontline is a buy. I see the stock went down today, but, you know, a lot of stocks went down today. That's a good one.'UnitedHealth (NYSE: UNH - News): 'Understand, I've owned this stock for a couple of years for my charitable trust. This is precisely the kind of stock that does well on a slowdown. ... I want to buy the stock.'Norfolk Southern (NYSE: NSC - News): 'Every railroad stock has been killed. ... All of them are owned by very big hedge funds. ... People say to themselves, 'I guess all the hedge funds are getting killed.' That is not true. ... I still like the stock.'Trinity Industries (NYSE: TRN - News): 'When this mortgage mess clears up, I think Trinity comes back. I think that's the kind of stock you buy. ... I'm not backing away."'Nastech Pharmaceutical (NasdaqGM: NSTK - News): 'I would prefer, if you want to speculate, that you speculate with Nastech Pharmaceutical.'American Standard (NYSE: ASD - News): 'I frankly don't know why the market hates it so much. ... I'm stickin' by. It's painful, but I'm stickin' by it.'LKQ (NasdaqGS: LKQX - News): 'I like your company. I would stick with it.'Yamana Gold (NYSE: AUY - News): 'I'll stick with Yamana.'
Bearish calls:
Boston Scientific (NYSE: BSX - News): 'They canceled an IPO. I don't like the balance sheet. This is not my favorite company in the group. Even at $13, I'm going to reiterate that I can't get behind the medical company Boston Scientific.'Spartan Motors (NasdaqGS: SPAR - News)Jones Soda (NasdaqCM: JSDA): 'They missed the quarter. You cannot miss the quarter and be a high-multiple stock. Not only did they miss the quarter -- they missed the last quarter. ... I cannot pull the trigger. ... Jones is in the penalty box.'Limited Brands (NYSE: LTD - News): 'Here's a company that's doing absolutely everything right, but no one cares. My take is this: The Limited is too cheap, but I can't think of a catalyst to turn this stock around.'St. Joe (NYSE: JOE - News): 'I cannot be in the stock. It's just not the place to be.'WCI Communities (NYSE: WCI - News)SuperGen (NasdaqGM: SUPG - News)Coeur d'Alene Mines (NYSE: CDE - News): 'I have never been a fan of Coeur d'Alene. They always issue a lot of stock. They never seem to go anywhere.'
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Labels: ASD, AUY, BSX, CDE, FRO, Jim Cramer, JOE, Lightning Round, LKQX, LMT, LTD, Mad Money, NOC, NSC, NSTK, RTN, SPAR, SUPG, TRN, UNH

Bullish Calls:
Yamana Gold (NYSE: AUY): ' I am sticking by AUY as my play for when things go bad. That's what it is. It's basically a first aid kit you've got to take with you everywhere you go.'Total System Services (NYSE: TSS): 'You are in great shape. TSS, I believe, will not be independent a year from now ... I like TSS as a takeover. And, on earnings, it should go to $40 alone.'Celgene (NasdaqGS: CELG): 'The stock's had a nice pullback, which means you should back up the truck. Every time we've had an 8% pullback in CELG, it has been miraculous to buy. I'm saying this time it will be no different.'Sappi Ltd. (NYSE: SPP): ' ... we've got a government that's of, by and for the corporation, trying to keep the ChiComms from flooding us with paper, so this South African company can make a lot of money, and it's working! You stay long SPP!'Volvo AB (Other OTC: VOLVF.PK): You're a genius! That is an unbelievable stock! ... It has a great industrial business. It has a great yield ... even right here at $21 bucks - I would back up the truck!'Freeport McMoran (NYSE: FCX): 'It's also got gold, and it's much more levered to China buying it. Those ChiComms eat copper for breakfast!'
Neutral calls:
ConAgra (NYSE: CAG): 'They have a raw cost problem. All of that stuff is being bid up by ethanol. And so I can't get behind that. CAG, just okay. Candidly, I recommended it right here, and I'm not backing away from it, but the raw costs are out of control.'
Bearish calls:
Electronic Arts (NasdaqGS: ERTS): 'You know what? I'm giving up on this one... I'm putting the 'don't buy' on it. That's a change in plans.'Finisar (NasdaqGS: FNSR): 'No. I liked FNSR ... Their time has passed. They didn't get the big orders.'Washington Group (NYSE: WNG): 'My friend... Bulls make money, bears make money... hogs get slaughtered! You must sell WNG right now!'Southern Copper (NYSE: PCU): 'I like PCU.... I think FCX is better.'Build-a-Bear (NYSE: BBW): ' if I go and recommend it on this show, that they will then have a shortfall, because they are wildly inconsistent. They are too dangerous for this guy ... If that stock were to go back to $25.00, I would pull the trigger.'
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Labels: AUY, BBW, CAG, CELG, ERTS, FCX, FNSR, Jim Cramer, Lightning Round, Mad Money, PCU, SPP, TSS, WNG

Level 3 Communications (NasdaqGS: LVLT): 'Oh c'mon. This is so right. I'm tired of hearing the naysayers. It's already coming back. I want to back up the truck, LVLT.'eBay (NasdaqGS: EBAY)Ionatron (NasdaqGM: IOTN): ' ... got a $500,000 contract on Monday. It propelled the stock, and now it's pulled back. I suspect more contracts are in the works, and I am sticking with this, but only as a spec!... 'Diageo (NYSE: DEO): 'It's up in a straight line. We've had a huge ride ... I think you wait until a pullback, before you back up the truck.'Jefferies Group (NYSE: JEF): 'There is a belief among many that JEF is for sale... Why am I skeptical? ... I think Handler's too young to jettison it. I see the option activity... It's an inexpensive stock. I'll recommend it on earnings. If you get a takeover.'Moog (MOG-A): 'MOGa is another company with great filtration. I like MOGa. I was actually preparing a segment on this, but I guess the cat's out of the bag!'Kinross Gold (NYSE: KGC)Yamana Gold (NYSE: AUY)Golden Star Resources (AMEX: GSS)First Solar (NasdaqGM: FSLR): 'It's had a big run ... Wait for the pull back on the expiration of the lockup next week, then FSLR.'Charter Communications (NasdaqGM: CHTR): ' I think could mark time. If it goes below $3.40, (pull the trigger), but not until then. There is tremendous pin action in the cable business, because of the triple play. I looked at the CHTR quarter, and I liked what I saw very much.'Goldman Sachs (NYSE: GS)Allegheny Technologies (NYSE: ATI)Brookfield Asset Management (NYSE: BAM)
Bearish calls:
Gmarket (NasdaqGM: GMKT): 'I'm in the 'don't buy' camp on this Korean eBay. I'd rather own EBAY itself.'Hansen Medical (NasdaqGM: HNSN): 'No. You're ringing the register. Sell, sell, sell! ... that the gain has been made.'Tanzanian Royalty Exploration (AMEX: TRE): 'We are very nervous about this one, because we haven't done the work ... If you're going to roll the dice, you might as well roll them with a company called Tanzanian, but it's not my cup of tea.'Starbucks (NasdaqGS: SBUX): ' ... it's long-term good ... Long-term good means you don't like it. I don't like SBUX here. The quarter wasn't that good ... Don't buy, don't buy.'Trina Solar (NYSE: TSL): 'No. I'm going to steer you toward First Solar.'Bank of America (NYSE: BAC): 'Trouble. Trouble ... I know this is a well-run bank, but I wish they would stop making so many acquisitions! ... I've got to say, 'don't buy, don't buy...'
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Labels: ATI, AUY, BAC, BAM, DEO, GSS, JEF, Jim Cramer, KGC, Lightning Round, Mad Money, SBUX, TRE, TSL

Bullish:

Tata Motors (NYSE: TTM): ' This one's going back to its high. India has been the swing factor.'Ciena (NasdaqGS: CIEN)Corning (NYSE: GLW)Stryker (NYSE: SYK): 'Stryker is fabulous! Orthopedic implants'Zimmer (NYSE: ZMH)'Let's not forget though... As good as SYK is, you know what's even better? Zimmer! What a quarter from the Zim machine!... As of yesterday, up $3. That's okay.'Goldman Sachs (NYSE: GS): 'If you want to own an investment firm, I'm going to send you to the one that sells at 10x earnings, which has been a continual theme on this show that I have been dead right on... I am talking about Goldman Sachs and I think GS is going to $325.'FuelCell Energy (NasdaqGM: FCEL): 'Okay, this is what I call an 'optionality play'... If oil spikes this weekend - up $5, or spikes... - your $7 stock will go up 3-4 points. I am not going to bless this stock as an investment. I will bless it as a speculative play - buy, buy, buy!'Yamana Gold (NYSE: AUY): 'AUY grows and grows and grows! And we want growth from a gold stock. We are not getting off the AUY horse!'Kinross Gold (NYSE: KGC)
Bearish calls:
JDS Uniphase (NasdaqGS: JDSU): 'I remain skeptical, because I have been burned so many times by this company, but I have to be honest, it does act well. I'm keeping it in the 'don't buy' but I can't blame anyone who wants to speculate...'DreamWorks (NYSE: DWA): 'I missed it! I missed it! It bottomed and I missed it, and I am angry at myself for missing it, but I can't recommend it up here. It's had too big a move. Don't buy, don't buy.'U.S. Global Investors (NasdaqCM: GROW): 'No. This is an investment advisory firm. C'mon man. Don't buy, don't buy. 'Quiksilver (NYSE: ZQK): 'Everyone tells me that they're bottomed... I went out the other day and said I was negative on it. I didn't like the acquisition they made. People have been telling me that I'm dead wrong about that... That stock is a house of pain, and I'm staying away from it!'Micron Technology (NYSE: MU): 'Let me tell you something, that's a loser! ' (buzzer sounds)

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Labels: AUY, CIEN, DWA, FCEL, GLW, GS, JDSU, Jim Cramer, KGC, Lightning Round, Mad Money, MU, SYK, TTM, ZMH, ZQK

Yamana Gold (NYSE: AUY):' ... none of these is as good as Lundin or Yamana Gold. So let's just stick with the winners.'Lundin Mining (AMEX: LMC):Genco Shipping (NYSE: GNK): 'You've got a good one, I salute you, and keep the pressure on. Keep buying these stocks with good dividends.'MetLife (NYSE: MET)Prudential (NYSE: PRU)Manulife (NYSE: MFC)eBay (NasdaqGS: EBAY): 'I'm not ready yet to take the victory lap ... I didn't get back on the eBay horse until 28. I like this stock here. I don't want to sell it ... I feel strongly that we're in the first quarter of a major turn for eBay. ... The stock goes higher.'Toyota Motor (NYSE: TM): 'I think the stock's gonna be up pretty big now. ... the Japanese love a trend reversal ... that stock sees 125 by Friday.'Energy Metals (NYSEArca: EMU)Mosaic (NYSE: MOS)Brocade (NasdaqGS: BRCD): 'I think the stock works its way over time to 12.'EMC (NYSE: EMC): ' EMC went from 10 to 15. I think Brocade only will do the same.'Ameren (NYSE: AEE): 'Why is Ameren still independent? ... It should have been taken over by now. ... I want you to stick with it.'Washington Mutual (NYSE: WM): 'The shorts right now are in a House of Pain ... WaMu's doing better than we thought ... not as bad as what the shorts thought.'
Bearish calls:
Northgate Minerals (AMEX: NXG)Northern Orion (AMEX: NTO): 'Reminds me of Northgate Minerals ... but none of these is as good as Lundin or Yamana Gold. So let's just stick with the winners.'Uranerz Energy (AMEX: URZ): 'I think you should ring the register.'Intel (NasdaqGS: INTC): 'I'm not gonna be a bear on Intel down here, but it's simply Don'tBuy ... it's not expensive, it has a lot of cash. But there's nothing happening there that would make me recommend the stock.'

Labels: AEE, AUY, EMC, GNK, Jim Cramer, Lightning Round, LMC, Mad Money, MET, MFC, MOS, NTO, NXG, PRU, TM, URZ, WM

Bullish calls:
Sirius Satellite Radio (NasdaqGS: SIRI): 'Perhaps someone might want to ask me about SIRI, which I think could just get a bump of 10%, because of some activities in radio...'Mattel (NYSE: MAT - News): 'I feel that MAT goes higher ... How about this? If you have 200 shares, take off 50, but let that run on a fundamental basis, because it's real good.'Hasbro (NYSE: HAS - News)CVS (NYSE: CVS - News): ' ... they got this Caremark. It's a great move ... CVS - best in show. Really smart. Ended up getting it cheap. I'm not backing away from CVS. No. If anything - down a dollar - I'm pulling the trigger.'Express Scripts (NasdaqGS: ESRX): 'I've been buying ESRX ... Why? Because I think Walgreens has to do a me-too (buy ESRX because CVS bought Caremark).'Rochester Medical (NasdaqGM: ROCM): 'Unbelievably good baby-boomer play. I say stick with it. Do not can it until you get to $30 smackers!'Zimmer (NYSE: ZMH - News)Allergan (NYSE: AGN - News)Color Kinetics (NasdaqGM: CLRK): 'CLRK makes this really cool lighting system ... I think CLRK is the best-in-show of the lighting group. That's what you want to be in.'Bank of Nova Scotia (NYSE: BNS - News): 'BNS? ...They are going to own - I am not kidding - they are going to own the Caribbean. BNS is the best-run bank in Canada.'Medco Health (NYSE: MHS - News): 'MHS, down $4 bucks from a high is so fantastic...'Yamana Gold (NYSE: AUY - News): 'We're going to go to AUY! Still, after a double, I am still recommending AUY. That's the best in show ('mon-back sound).'International Securities Exchange (NYSE: ISE - News): 'All right, every one of these is a takeover target.'IntercontinentalExchange (NYSE: ICE - News): 'I am liking ICE - the Intercontinental Exhange - down $40 from its high.'Intuitive Surgical (NasdaqGS: ISRG): 'The only one in the medical space that's left is ISRG. The stock grows at 35%, It has the ability to go up another 30-40 points. I want to buy ISRG. I like that stock very much.'Las Vegas Sands (NYSE: LVS - News): 'Oh, you know I like that company. That is really well-run. I've liked it for 50 points.'Mueller Water (NYSE: MWA - News): 'I just got their annual report. I think it looks real good. I've got to tell you, I'm a believer down here in water infrastructure.'
Bearish calls:
US Gold (AMEX: UXG - News): 'No. No. You know, we're not going to go to Nevada and find a lot of gold anymore. We're going to go to Latin America. We're going to go to South America.'J2 Global Communications (NasdaqGS: JCOM): ' ... this has been a very hard stock for me to get a line on, frankly. I have not understood why it keeps going higher ... 'don't buy, don't buy'Mannatech (NasdaqGS: MTEX): 'Nutritional supplements. A good business, but I have burned people in MATK, so I want to be very careful, and, again, I'm going to have to resort to the 'don't buy' button.'Smith & Wesson (NasdaqGS: SWHC): 'I'm sticking with another 'don't buy.'BB&T (NYSE: BBT - News): 'No. No. I don't like the regional banks. Sell, sell, sell!'Valero Energy (NYSE: VLO - News): 'At $69... At this price, I'm a register ringer. I can't take the pain. I'd rather be in an integrated.'
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Labels: AGN, AUY, BBT, BNS, CVS, HAS, ICE, ISE, Jim Cramer, Lightning Round, LVS, Mad Money, MAT, MHS, SIRI, UXG, VLO, ZMH

General Mills (NYSE: GIS - News): While Cramer calls Stephen Sanger of GIS "one of the great CEOs," he is concerned about the effect of the ethanol frenzy on corn prices, which will be bad for cereal companies, the chicken and beef industry and less-well-off consumers; "we're creating a level of inflation in this country in order to pseudo-beat the energy problem." Cramer adds ethanol is "a futile attempt" and rising corn prices will create, in effect, "a tax on the poor."
Raytheon (NYSE: RTN - News), Yamana (NYSE: AUY - News): Concerning the Goldman Sachs downgrade, Cramer calls RTN "the worst of the best" because it is more expensive than its competitors. However, He is bullish on the sector because neither the Democrats nor the Republicans are talking about cutting the defense budget. He would not sell RTN. Cramer is not worried about AUY's downgrade, and says it is "a great growth story in gold. I still like AUY."

Labels: AUY, GIS, Jim Cramer, Jim Cramer's Stop Trading, RTN

General Mills (NYSE: GIS - News): While Cramer calls Stephen Sanger of GIS "one of the great CEOs," he is concerned about the effect of the ethanol frenzy on corn prices, which will be bad for cereal companies, the chicken and beef industry and less-well-off consumers; "we're creating a level of inflation in this country in order to pseudo-beat the energy problem." Cramer adds ethanol is "a futile attempt" and rising corn prices will create, in effect, "a tax on the poor."
Raytheon (NYSE: RTN - News), Yamana (NYSE: AUY - News): Concerning the Goldman Sachs downgrade, Cramer calls RTN "the worst of the best" because it is more expensive than its competitors. However, He is bullish on the sector because neither the Democrats nor the Republicans are talking about cutting the defense budget. He would not sell RTN. Cramer is not worried about AUY's downgrade, and says it is "a great growth story in gold. I still like AUY."

Labels: AUY, GIS, Jim Cramer, Jim Cramer's Stop Trading, RTN

Bullish calls:
First Solar (NasdaqGM: FSLR): 'I want you to go First Solar.'ING (NYSE: ING - News): 'It is a premier bank, but it did miss the quarter. Below 40, you have a nice yield.'Apple (NasdaqGS: AAPL)Staples (NasdaqGS: SPLS): 'Flat-lining ... but all is well, there's nothing wrong, business is .'Dick's Sporting Goods (NYSE: DKS - News): 'Reported a monster good quarter. ... I think that stock is going to 60.'DaVita (NYSE: DVA - News): 'Everybody keeps thinking it has this Medicaid problem. ... DVA should be purchased. I'm reiterating buy.'MGM Mirage (NYSE: MGM - News): 'Inexpensive casino stock.'Las Vegas Sands (NYSE: LVS - News)Silver Wheaton (NYSE: SLW - News)Yamana Gold (NYSE: AUY - News): 'I am going to recommend ... Yamana Gold.'
Bearish calls:
Trina Solar (NYSE: TSL - News): 'Swap out of Trini Lopez Solar, and I want you to go First Solar.'Pre-Paid Legal Services (NYSE: PPD - News): ' I don't think you can buy this stock or sell it, because of its odd trading pattern.'
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Labels: AUY, DKS, DVA, ING, Jim Cramer, Lightning Round, LVS, Mad Money, MGM, PPD, SLW, TSL

Bullish calls:
First Solar (NasdaqGM: FSLR): 'I want you to go First Solar.'ING (NYSE: ING - News): 'It is a premier bank, but it did miss the quarter. Below 40, you have a nice yield.'Apple (NasdaqGS: AAPL)Staples (NasdaqGS: SPLS): 'Flat-lining ... but all is well, there's nothing wrong, business is .'Dick's Sporting Goods (NYSE: DKS - News): 'Reported a monster good quarter. ... I think that stock is going to 60.'DaVita (NYSE: DVA - News): 'Everybody keeps thinking it has this Medicaid problem. ... DVA should be purchased. I'm reiterating buy.'MGM Mirage (NYSE: MGM - News): 'Inexpensive casino stock.'Las Vegas Sands (NYSE: LVS - News)Silver Wheaton (NYSE: SLW - News)Yamana Gold (NYSE: AUY - News): 'I am going to recommend ... Yamana Gold.'
Bearish calls:
Trina Solar (NYSE: TSL - News): 'Swap out of Trini Lopez Solar, and I want you to go First Solar.'Pre-Paid Legal Services (NYSE: PPD - News): ' I don't think you can buy this stock or sell it, because of its odd trading pattern.'
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Labels: AUY, DKS, DVA, ING, Jim Cramer, LVS, Mad Money, MGM, PPD, SLW, TSL

Bullish calls:
Walt Disney (NYSE: DIS - News): 'The stock itself is a screaming buy. It's a buy, buy, buy! They have bought back - one of the biggest buybacks ... This stock goes higher. I would buy it right here. Buy, buy, buy!'Clearwire (NasdaqGS: CLWR): 'They priced this deal badly with everybody in it, they got hurt. But they have no shame... I think CLWR is a long-term winner, because they have Craig McCaw... We are not going to make money now, because all the flippers are in it... Shame on them. It remains a buy.'Ameriprise Financial (NYSE: AMP - News): 'Warren Buffet likes it. I like it. I hadn't realized that that stock had come down that much... At $55? You know, this thing is growing at 10%. It sells at 14x earnings...Hey, you know what? AMP - Buy, buy, buy!!'Savient Pharmaceuticals (NasdaqGM: SVNT): 'They've got a phase III deal coming. I never liked SVNT for the earnings. I liked it for all the stuff in the pipe.'Genzyme (NasdaqGS: GENZ)Celgene (NasdaqGS: CELG): 'CELG is on the move. That is the one to buy right here!'Gilead Sciences (NasdaqGS: GILD)Transocean (NYSE: RIG - News): 'We like RIG, which I said was going to go to $75, and it did today. It will be back Friday, if you missed it.'Halliburton (NYSE: HAL - News)GlobalSantaFe (NYSE: GSF - News): 'We like GSF, another offshore driller.'Foster Wheeler (NasdaqGS: FWLT): 'If you want to be in that business, you consistently ... go buy FWLT. And the reason is that they don't have a lot of overruns. And I think you absolutely have to fear overruns more than anything else in that group. I think that FWLT is the play.'Walgreen (NYSE: WAG - News): ' ... anytime you can get that stock below $45, you pull the trigger... That is one of the best-run... the best safety in the retail business.'Yamana Gold (NYSE: AUY - News): ' ... we want to be in AUY! That's the gold company.'
Bearish calls:
Patterson-UTI Energy (NasdaqGS: PTEN): 'No, the other day we talked about this... The other day we said we are not going to buy domestic drillers ... because we are offshore. PTEN is wrong.'Washington Group (NasdaqGS: WGII)Marsh & McLennan (NYSE: MMC - News): 'I took Cherkasky [CEO] off the 'Wall of Shame,' because he's trying his best, but there's no earnings momentum there. They need a new guy there, or they should sell themselves.'Kinross Gold (NYSE: KGC - News): 'No! KGC is a sale! We don't want no stinking KGC!'
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Labels: AMP, AUY, CLWR, DIS, GSF, HAL, Jim Cramer, Lightning Round, Mad Money, RIG, WAG

Bullish calls:
Apple (NasdaqGS: AAPL): 'AAPL is the best-acting technology stock in the book ... Don't trust most of techonlogy, until we get to the summer... but not AAPL. I think AAPL is best in show. Pull the trigger on any weakness...'Yamana Gold (NYSE: AUY - News): 'I think gold is a good place to go. I think people should have 1 gold stock out of 10. And the stock they should own is AUY! Which is the only gold company which is completely and utterly replenishing its coffers, even as it is produces gold. You got it right. Do you back up the truck? Let's do that at $12.'Alliant Techsystems (NYSE: ATK - News)General Dynamic (NYSE: GD - News): ' ... you know that GD may be best in show.'Lockheed Martin (NYSE: LMT - News): 'Take a look at LMT, which got completely crushed today. That shouldn't have been down $3.'Genentech (NYSE: DNA - News): 'This stock acted pretty darn well in the selloff. It has been meandering between $80 and $85. I think that Evastin's problems are way overblown ... it's still in my top 4.'Gilead Sciences (NasdaqGS: GILD)Celgene (NasdaqGS: CELG): 'I don't like DNA as much as I like CELG, which is my #1 name.'Genzyme (NasdaqGS: GENZ): 'I don't like it [