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

Accredited Home Lenders (NASDAQ: LEND - News), Merrill Lynch (NYSE: MER - News) and Bear Stearns (NYSE: BSC - News): Cramer says subprime lenders are dong well now, because there are no worries over credit losses. LEND has not fallen because subprime lending is in trouble, but because MER and BSC have entered into the game: "It's a margin-shred story," remarked Cramer.
Devon (NYSE: DVN - News), Ultra Petroleum (AMEX: UPL - News), Core Labs (NYSE: CLB - News), Total (NYSE: TOT - News), BP (NYSE: BP - News) and Duke (NYSE: DUK - News): Cramer likes UPL, CLB and DVN and called Devon's recent downgrade "criminal." He added, "If Devon stays here, it wil be bought by a European major," like Total or BP. Cramer said that Duke Energy is

Labels: BP, BSC, CLB, DUK, DVN, Jim Cramer, Jim Cramer's Stop Trading, LEND, MER, TOT, UPL

Yum Brands (NYSE: YUM - News), Chipotle Mexican Grill (NYSE: CMG - News), Jack in the Box (NYSE: JBX - News): "Mexican is the new pizza" declares Cramer, noting that Yum Brands, the owner of Taco Bell, has been up in spite of restaurant closings caused by an E.Coli outbreak. He believes that YUM is well-run, notes that CMG is "on fire" and JBX is doing well after a similar E. coli scare a few years ago.
Halliburton (NYSE: HAL - News), Core Labs (NYSE: CLB - News) and Baker Hughes (NYSE: BHI - News): Cramer bemoans the fact that HAL is "the most hated stock on Earth" while its competitors are moving up, and he comments that this disparity can't go on forever.
Ford (NYSE: F - News), Delphi (Other OTC: DPHIQ.PK - News), Johnson Controls (NYSE: JCI - News) and Lear (NYSE: LEA - News): Cramer would get rid of Ford because a convertible offering will knock the common stock down from $7.40 to $6.50. "I'm giving common stock an F,"he said, and would also stay away from Delphi because its common stockholders will not reap the benefits of a comeback. If auto-parts thrive again, Cramer would get into JCI or LEA instead.

Labels: BHI, CLB, CMG, F, HAL, JBX, JCI, Jim Cramer, Jim Cramer's Stop Trading, LEA, YUM

Yum Brands (YUM) is a terrific way to play the rise of Mexican restaurants, Jim Cramer said Wednesday on CNBC's Stop Trading! segment.
Cramer said the owner of the Taco Bell chain has been up in recent days in spite of an E. coli outbreak that caused some of its restaurants to be shuttered briefly in New York and New Jersey. Cramer said Yum deserves to be up, though, because the chain is well run and it's poised to cash in on Americans' embrace of Mexican food.
"Mexican is the new pizza," Cramer said. He noted that Chipotle Mexican Grill (CMG) is "on fire" and says he also likes Jack in the Box (JBX), which has recovered from the effects of an E. coli outbreak in the Northwest years ago.
Cramer lamented that Halliburton (HAL) remains "the most hated stock on earth" even as rival oil services names from Core Labs (CLB) to Baker Hughes (BHI) enjoy a sharp rally. Cramer said he believes that divergence has to come to an end some time.
Cramer said he would sell Ford (F) common shares into a big convertible offering. He says the terms of the convert should push the common stock down to $6.50 from a recent $7.40. "I'm giving the common stock an F," Cramer said, playing principal for moment.
He also warned investors away from common shares of bankrupt auto-parts maker Delphi (DPHIQ), saying he fears holders of those securities won't participate in any success of the company's turnaround efforts. He said if there is an actual revival in the auto-parts business, rivals Johnson Controls (JCI) and Lear (LEA) are better bets.

Labels: BHI, CLB, CMG, DPHIQ, F, HAL, JBX, JCI, Jim Cramer, Jim Cramer's Stop Trading, LEA, YUM