Jim Cramer Blog

Eagle Bulk Shipping (NasdaqGS: EGLE - News): 'This company with an 8% yield is going higher. I've got to say, you've got a good one.'Crocs (NasdaqGS: CROX - News)Under Armour (NYSE: UA - News)Verizon (NYSE: VZ - News): ' ... I'd much rather own ... Verizon (than Smith Micro Software).'Morgan Stanley (NYSE: MS - News)WPP Group (NasdaqGS: WPPGY - News): 'Really terrific. ... I am going to endorse it. ... Europe's doing much better than America.'Barnes Group (NYSE: B - News): 'I endorse it. I think you should buy some Barnes.'BE Aerospace (NasdaqGS: BEAV - News)Cnooc (NYSE: CEO - News): 'I am going to get behind any oil stock in the world. ... I like your Cnooc. I think that goes higher.'PetroChina (NYSE: PTR - News): 'I have liked PetroChina more than this (Cnooc) ... "I am going to get behind any oil stock in the world.' ValueClick (NasdaqGS: VCLK - News): 'It's been stalled here. ... At $30, I still like it. ... I'm staying bullish.'Goldman Sachs (NYSE: GS - News): ' ... pull the trigger on Goldman Sachs.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): 'To back away from the stock at $11 is a major league mistake ... going to go much higher.'Celgene (NasdaqGS: CELG - News)Helmerich & Payne (NYSE: HP - News): 'This is one of the most unsung drilling oil and gas stocks that there is. ... This one's got a lid on it because it's too domestic. ... You know what? I think HP is cheap. ... How could a 30% grower only have a 10 multiple? The answer is the market's wrong.'Chesapeake Energy (NYSE: CHK - News) Mastercard (NYSE: MA - News): 'I actually prefer MasterCard on a pullback than Discover right here.'
Bearish calls:
Starbucks (NasdaqGS: SBUX - News): 'This is a quality control problem. ... Basically, you can't grow that fast. I remain in the Don'tBuy mode.'Heelys (NasdaqGM: HLYS - News): 'I am bearish on Heelys.'Smith Micro Software (NasdaqGM: SMSI - News): 'I think you've got too much hype here. I've got to throw the flag. ... It's a decent story ... Your stock is too speculative.'Discover Financial Services (NYSE: DFS - News): 'I'm not behind Discover.'The Blackstone Group (NYSE: BX - News): 'I'm not a fan of Blackstone.'Boston Scientific (NYSE: BSX - News)Align Technology (NasdaqGM: ALGN - News)

Published by SeekingAlpha

Labels: B, BEAV, CELG, CEO, CHK, CROX, EGLE, GS, HPQ, Jim Cramer, Lightning Round, MA, MS, NSTK, PTR, UA, VCLK, VZ, WPPGY

Cramer's Little Red Book: Cnooc Ltd. ADS (NYSE: CEO), China Mobile Ltd. (NYSE: CHL), Seaspan Corp. (NYSE: SSW)
Cramer says he is being dragged "kicking and screaming" to devote a program to Chinese stocks, adding he doesn't like the overheated market and the Communist Chinese government. He considers CEO, CHL, and SSW as relatively stable stocks, but he would wait for a pullback before buying. CEO is the top offshore drilling company in China and 67% is owned by the government which means some "anti-competitive advantages," says Cramer. In addition the company has rights to 51% of all successful discoveries in offshore China, is expected to grow 30% by 2008-09, and is one of the few oil companies which is replacing reserves faster than it pumps them. CHL has 68% of all Chinese mobile subscriptions in China, and wireless is expected to double in five years. Even if China Telecom enters the wireless game, Cramer predicts it will buy CHL. Finally, SSW is the largest company in the ship leasing industry, and Cramer thinks its 6% yield could go higher.
Much ado about Baidu.com (NasdaqGM: BIDU), Focus Media (NasdaqGM: FMCN)
Cramer's first speculative Chinese play is FMCN which makes digital billboards and, "has momentum and consistently raises numbers." Cramer commented "Baidu is the only company in the world that is beating Google at it game." The stock has had a "huge run" but is still undervalued. Cramer would wait for both of these stocks to come down before buying.
Published By SeekingAlpha

Labels: BIDU, CEO, CHL, FMCN, Jim Cramer, Mad Money, SSW

Bullish calls:
RPM (NYSE: RPM - News): 'Most people do not know this coating stock that has traditionally paid a 3% dividend, met the quarter - quarter after quarter ... I've always wondered why this company hasn't been taken over yet. It is a terrific, terrific little sleeper company.'Wachovia (NYSE: WB - News): 'I think that WB, with a 4% yield, is not going to go down when they report the quarter. It's a very well run bank. I condone owning it through earnings period.'BioMarin (NASDAQ: BMRN - News): 'I have been behind BMRN for a long time, and I am not backing away. Therapeutic enzyme products. It's just - for burns - I think they've got a bunch of stuff in the pipeline ... BMRN is a really terrific story.'Diageo (NYSE: DEO - News): 'I won't let it go, because this is a 4% yielder that's moving into China aggressively. And I think the business is too good to sell.'Apple (NASDAQ: AAPL - News): 'I am in still AAPL, and I'm staying that way.'Nice (NASDAQ: NICE - News): 'FLIR, No. 2 - and NICE, No. 1 - have been our ways to play counterterroism, because they have great homeland security products.'Savient (NASDAQ: SVNT - News)Flir Systems (FLIRP): ' ... you look very closely at Monday nights '24' [TV show], you will see FLIR in action.'Johnson & Johnson (NYSE: JNJ - News): 'I want the real deal. Why don't you give me a little JNJ? Although some people don't like the quarter, not me.'Fuel Tech (NASDAQ: FTEK - News): 'One of the few pollution control stocks that actually makes a lot of money, and can do well.'Nordstrom (NYSE: JWN - News): ' ... will indeed blow away it [the quarter]...'
Bearish calls:
Teva Pharmaceutical (NASDAQ: TEVA - News): 'TEVA - No! I do not like that stock. I don't want you near it. Sell, sell, sell!'Cnooc (NYSE: CEO - News): 'No. There was a time when I liked this stock ... I have backed away from this group. This is a Chinese crude oil stock. On any bounce, ka-ching, ka-ching. [sell].'Research in Motion (NASDAQ: RIMM - News): 'A played out story. It reported that great quarter and it didn't move... I want you to sell, sell, sell!'

Labels: AAPL, BMRN, CEO, DEO, FTEK, Jim Cramer, JNJ, JWN, Lightning Round, NICE, RIMM, RPM, SVNT, TEVA, WB

Investment bank Morgan Stanley's (MS.N: Quote, Profile , Research) Chief Executive John Mack has been awarded a bonus worth about $40 million in stock and options for 2006, according to a regulatory filing on Thursday. However, Mack's compensation is likely to be topped by one or more of his rivals, according to a report published on Friday on The Wall Street Journal's Web site. The paper said that Goldman Sachs Group Inc. (GS.N: Quote, Profile , Research) Chief Executive Lloyd Blankfein's compensation will exceed $50 million, citing a person familiar with the matter. The paper said that is believed to be a record for big-firm chief executives. Analysts say they expect a handful of other CEOs could make $40 million to $50 million or higher, including James Cayne of Bear Stearns Cos. (BSC.N: Quote, Profile , Research), Stan O'Neal of Merrill Lynch & Co. and Richard Fuld of Lehman Brothers Holdings Inc. (LEH.N: Quote, Profile , Research), the WSJ reported.
Source: Reuters.com

Labels: Bonuses, BSC, CEO, GS, LEH, MS, Stocks

NYSE Group Inc. (NYX.N: Quote, Profile, Research) Chief Executive John Thain said on Tuesday he was confident that shareholders of pan-European bourse Euronext (ENXT.PA: Quote, Profile, Research) would approve its planned merger with the New York Stock Exchange. "Yes, I'm confident," Thain told reporters at the CEIBS business school in Shanghai, his first stop during a four-day China trip. Thain added that he believed European regulators would approve the merger soon after shareholders of both companies voted for it. Last week, Paris-based Euronext said it would ask its shareholders to vote on a proposed merger with NYSE Group, parent company of the New York Stock Exchange. An extraordinary shareholder meeting for the vote will be held on Dec. 19. Euronext in June accepted a $10 billion takeover proposal by NYSE, a deal which both firms say is a merger of equals.
Source: Reuters.com

Labels: CEO, Euronext, NYSE