Jim Cramer Blog

Bullish:
Global Industries (GLBL) – Cramer will not walk away from.
Transocean (RIG) – Is really behind.
Trico Marine (TRMA) – Is not bad.
Core Labs (CLB) – Nothing is better.
FMC (FMC) – Likes as well.
Compellent Tech (CML) – Reminds Cramer of a “mini- VMware.
VMWare (VMW)
Oilsands Quest (BQI) – With the right tax regime in Alberta, there would be some pin action up there.
Novagold (NG) – Could become the depositor of an incredible amount of cheap gold.

Bearish:
Jones Soda (JSDA)- Says no. Sell Jones.
Jamba (JMBA) - Sell
Hansen (HANS) - Sell
Radian Group (RDN) – Does not believe they can raise the capital they need.
Fannie Mae (FNM) – Cramer can not get behind.
Rediff.com (REDF) – Another Baidu.
Countrywide (CFC) – Does not like. Would buy Wells Fargo.
AIG (AIG) – Sell sell sell.
Home Depot (HD) – Rather be in Lowes.
Level 3 (LVLT) – Can’t get CEO on the show.
Old National Bank (ONB) – People are not buying these banks right now.
Superior Offshore (DEEP) – Sticking with Transocean.

Labels: BQI, CLB, CML, DEEP, FMC, GLBL, HANS, HD, Jim Cramer, JMBA, JSDA, Lightning Round, LVLT, Mad Money, NG, ONB, RDN, RIG, TRMA, VMW

Follow Slim's Picks: Kraft (NYSE: KFT), Saks (NYSE: SKS), American Movil (NYSE: AMX)
Cramer would pay attention to the "overseas Warren Buffett," Carlos Slim Helu, who has surpassed Buffett on Forbes rich list, partly because of his exposure to emerging market stocks. Looking at Slim's portfolio, Cramer found KFT, which is not one of his favorites, SKS, which he didn't want to feature again, and finally AMX, which he thinks is a great play on the growth of cell phones in Latin America. Although AMX is at its 52-week high, Cramer feels it is "too good not to feature."

Green Day Part 4: Tetra Tech (NasdaqGS: TTEK)
Cramer is bullish on TTEK as a way to play the scarcity of clean drinking water, and noted it is in "the sweet spot" since 85% of its revenue is from water management and it has acquired Delaney Group, "a little wind company."

Sell Block: Charter Communications (NasdaqGM: CHTR), Sirius Satellite Radio (NasdaqGS: SIRI), XM Satellite Radio (NasdaqGS: XMSR), CMGI (NasdaqGM: CMGI), Oilsands Quest (AMEX: BQI) and Crystallex (AMEX: KRY), Vonage (NYSE: VG), Fremont General (NYSE: FMT), Downey Financial (NYSE: DSL)
For his Sell Block Segment, Cramer discussed hot stocks in CNBC's Million Dollar Portfolio Challenge game. Many of the stocks are speculative, and while he encourages speculation it should be undertaken if one's portfolio is balanced. The only one Cramer would buy is CHTR because cable is "on fire" and he predicts the stock will climb to $4 from $3.28. While he is "not totally negative" on SIRI, it is experiencing so many difficulties in its attempts to merge with XMSR that Cramer can not "in good conscience" recommend it. Headspinning changes to its business model make CMGI a sell, and Cramer would also unload BQI and KRY. He reiterated his bearish stance on VG, calling it "the single least investable stock" he's ever seen. While popular, Cramer says FMT has too much subprime exposure and would buy DSL instead.
CEO Interview: Nastech Pharmaceutical's (NasdaqGM: NSTK), Stephen Quay with stocks Celgene (NasdaqGS: CELG), Gilead Sciences (NasdaqGS: GILD), Genzyme (NasdaqGS: GENZ)
When asked what the company's star product is, Stephen Quay replied it was a "horserace" between its obesity and osteoperosis treatments, and its insulin nasal spray for diabetes. While Dr. Eric Hollander has shown that injections can help reverse some symptoms of autism, Stephen Quay comments the treatments are not long-lasting. However, NSTK has been working with Hollander to develop a nasal spray that will last much longer than the injections and expects to begin clinical trials this year. Cramer is bullish on NSTK as well as CELG, GILD and GENZ.

Published By SeekingAlpha

Labels: AMX, BQI, CHTR, DSL, FMT, Jim Cramer, KFT, KRY, Mad Money, SKS, TTEK, VG, XMSR

Symbol
Name
Last Trade
Change
Volume
Related Info
ECHO
ELECTRONIC CLEARING
12.09 11:36AM ET
6.52 (35.03%)
1,199,274
Chart, Profile, More
HA
HAWAIIAN HLDGS INC
3.27 11:30AM ET
0.97 (22.88%)
555,900
Chart, Profile, More
INXIW
INX INC WARRANTS
2.30 10:08AM ET
0.44 (16.06%)
600
Chart, , More
UHCP
UNITED HERITAGE
0.8602 11:02AM ET
0.1598 (15.67%)
20,742
Chart, Profile, More
BCRX
BIOCRYST PHARM INC
8.09 11:36AM ET
1.49 (15.55%)
851,064
Chart, Profile, More
TECUA
TECUMSEH PRODS A
10.52 11:36AM ET
1.76 (14.33%)
621,013
Chart, Profile, More
TECUB
TECUMSEH PRODS CL
9.91 11:36AM ET
1.59 (13.83%)
76,871
Chart, , More
TOA
TECHNICAL OLYMPIC
3.82 11:31AM ET
0.55 (12.59%)
2,194,400
Chart, Profile, More
ISON
ISONICS CORP
1.32 11:35AM ET
0.17 (11.41%)
206,413
Chart, Profile, More
CNR
CANARGO ENERGY CORP
1.03 11:30AM ET
0.13 (11.21%)
770,600
Chart, Profile, More
LRT
L L E ROYAL TR UBI
2.06 11:31AM ET
0.23 (10.04%)
197,700
Chart, Profile, More
HINTU
HILL INTERNATIONL UT
12.50 9:30AM ET
1.34 (9.68%)
400
Chart, , More
DSTIZ
DAYSTAR TECHNOLOGIES
1.25 11:19AM ET
0.10 (7.41%)
72,950
Chart, , More
OSIR
OSIRIS THERAPEUTICS
18.81 11:36AM ET
1.96 (9.44%)
346,073
Chart, Profile, More
HNAB
HANA BIOSCIENCES INC
2.04 11:35AM ET
0.19 (8.52%)
362,032
Chart, Profile, More
ZICA
ZI CORPORATION
1.71 11:34AM ET
0.17 (9.04%)
205,819
Chart, Profile, More
UPG
UNIVERSAL POWER GRP
4.00 10:45AM ET
0.36 (8.26%)
45,600
Chart, Profile, More
BQI
OILSANDS QUEST INC
3.60 11:31AM ET
0.25 (6.49%)
1,340,000
Chart, Profile, More
GTIM
GOOD TIMES REST
4.8901 10:27AM ET
0.4299 (8.08%)
200
Chart, Profile, More
ANTP
PHAZAR CORP
6.20 11:36AM ET
0.50 (7.46%)
90,272
Chart, Profile, More

Labels: ANTP, BCRX, BQI, CNR, DSTIZ, ECHO, GTIM, HA, HINTU, HNAB, INXIW, ISON, LRT, OSIR, TECUA, TECUB, TOA, UHCP, UPG, ZICA

Bullish calls:
Suncor Energy (NYSE: SU - News): 'If you want to be tar sands, oil sands, you're going to have to go with SU or ECA.'EnCana (NYSE: ECA - News)Verizon (NYSE: VZ - News): ' You've got VZ selling cheap... You've got T selling cheap.'AT&T (NYSE: T - News)Hewlett-Packard (NYSE: HPQ - News): 'I know a lot of people are saying, 'Jim, shouldn't you run tail; shouldn't you just admit that HPQ wasn't a good quarter?...' No! HPQ was a good quarter. The guidance was good. Mark Hurd has done a great job ... I am telling you to back up the truck HPQ - right here at $40. I see good quarters out for the next 8 quarters ... triple buy!'Vasco Data (NasdaqCM: VDSI): 'This is a data security company that looks so much more like every other one that has been taken over, and it has good earnings ... I would buy it, but not with reckless abandon, because it's at its 52-week high.'Devon Energy (NYSE: DVN - News): ' ... if you want ... a takeover, and possibility of big numbers in the out year ... move into DVN. DVN has got that giant Gulf of Mexico find, and the stock is only up 4 points from when it was announced. Pull the trigger on DVN.'Arch Coal (NYSE: ACI - News): 'How about that buyback? It's gigantic. The stock is up 10% from when I recommended it... ACI is not done going up!'Peabody (NYSE: BTU - News): 'I also like BTU.'General Maritime (NYSE: GMR - News): 'I have been telling people that, if you have to own a tanker stock - if you just insist on owning one - own GMR. GMR had a really beautiful quarter. They've returned unbelivable amounts of money to their shareholders. That is one of the great companies. Buy, buy, buy!'Prudential (NYSE: PRU - News): ' Stick with it. It goes to $100.'Toyota (NYSE: TM - News): 'TM will be the largest hirer and major company in this country over the next five years. There will be no backlash. I remain a buyer of TM.'Quest Diagnostics (NYSE: DGX - News): 'People think the margins are bad ... The quarter is going to be good! The margins are good! The stock is cheap! I would buy, buy, buy DGX!'
Bearish calls:
Oilsands Quest (AMEX: BQI - News): 'No, c'mon!... If you want to be tar sands, oil sands, you're going to have to go with SU or ECA.'Cellcom Israel (NYSE: CEL - News): ' Way too dicey ... Just pull the trigger to exit.'Sprint (NYSE: S - News): 'Stay away from Sprint.'Petrohawk Energy (NasdaqGS: HAWK): 'It's been a punching bag, because of that natural gas exposure ... I would swap out of the HAWK, and move into DVN.'Frontline (NYSE: FRO - News): 'I say ix-nay on the FRO.'Tronox (NYSE: TRX - News): '... I don't like TiO2. It's too commoditized.'
Published By SeekingAlpha

Labels: ACI, BQI, BTU, CEL, DGX, DVN, ECA, FRO, GMR, HPQ, Jim Cramer, Lightning Round, Mad Money, PRU, S, SU, TM, TRX, VZ