Jim Cramer Blog

Parker-Hannifin (PH), Eaton (ETN), First Solar (FSLR), Emerson (EMR)
In a volatile market, Cramer suggests sticking with bullish themes that have a future. Instead of investing in a company that wants to perfect the next cool gadget, Cramer once again touted new tech stocks which can solve real problems such as energy, food, water, the environment, poverty, fighting terrorism, disease and education. PH, ETN, FSLR and EMR are developing new technologies to tackle global challenges. Cramer singled out PH for its generous, safe dividend.
Navistar International (NAVZ), Cummins (CMI)
Navistar, which has 60% market share of school buses and trucks is Cramer's favorite in the industry after CMI. NAVZ is developing hybrid diesel engines which can reduce fuel costs by 9-13% and its military division could earn $2 billion. The biggest catalyst is the company's relisting on the New York Stock Exchange. NAVZ was delisted a few years ago after facing accounting problems but should return to the exchange any week now. Cramer thinks this story is similar to Terex's which saw a doubling of its share price after cleaning up its accounting problems. Cramer predicts NAVZ, which trades at a mere 7.7 times forward earnings will jump to $104, a 51% bounce.
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Labels: CMI, EMR, ETN, FSLR, Jim Cramer, Mad Money, NAVZ, PH

Buy Caterpillar (CAT), Jim Cramer said on CNBC's "Stop Trading!" segment Wednesday.
On news of an earthquake that has cost a great deal of damage and as many as 15,000 lives, Cramer spoke of the "rebuild in China," which he said was an equivalent of Hurricane Katrina in terms of infrastructure buildout. He pointed viewers to Caterpillar and Terex (TRX) as plays on the news. He also recommended Cummins (CMI). "They're all headed up ... because of the rebuild," he said.
Cramer said today's rally has a lot to do with bullish action from mortgage insurer Freddie Mac (FRE). "They have gotten rid of the systemic risk," he said. He called Freddie Mac and Fannie Mae (FNM) the "last of the black holes" for the financial crunch.
Cramer said Freddie is getting a lot of business, which he thinks may actually offset the company's losses. He said bears don't believe that's the case, but he pointed out that Freddie is a well-run company. Fannie is not as good, he said.
In the consumer discretionary space, Cramer said he had thought "the buyers would just call it quits" after the government's stimulus checks came in. He revised his forecast, saying maybe earnings from Kohl's (KSS) tomorrow will be the time to sell.
He expressed his surprise at the continued rise of some retailers. "Certainly we know that Costco (COST) is better than we thought. ... TJX (TJX) was a little disappointing, and look -- it goes up." He pointed out that Wal-Mart (WMT) stock has traded back to where it was before reporting earnings.
"A lot of people feel that the worst is over," Cramer said. He pointed out that the Fed called victory when inflation numbers came in better than expected.
Cramer also said that the year of wind power may arrive this year, not next year as he had previously predicted. He pointed out bullish action in Fluor (FLR) and First Solar (FSLR) as evidence of alternative energy stories.
He also said that Research In Motion (RIMM), Apple (AAPL) and MasterCard (MA) are offering leadership in the economy.
On the housing crisis, Cramer said that Toll Brothers (TOL) CEO Bob Toll was "negative negative negative" when the two spoke on last night's "Mad Money" TV show. He predicted that the housing problem in Florida would be much better in 18 months.

Published By TheStreet.com

Labels: AAPL, CAT, CMI, COST, FLR, FNM, FRE, FSLR, Jim Cramer, KSS, MA, RIMM, Stop Trading, TJX, TOL, TRX, WMT

Exxon (XOM), Conco-Phillips (COP), Schlumberger (SLB), Ultra Petroleum (UPL), Apache (APA), Anadarko (APC), XTO Energy (XTO), Arch Coal (ACI), Peabody Energy (BTU), First Solar (FSLR), Applied Materials (AMAT), MEMC Electronics (WFR), Mosaic (MOS), Deere (DE), CSX (CSX), Chicago Bridge and Iron (CBI), Jacobs Engineering (JEC), Shaw Group (SGR)
Contrary to popular belief, retail did not cause the rally in the Dow and the Nasdaq, but the culprit was oil, which is the umbrella that makes everything work. Not only did oil stocks like XOM, COP and SLB do well, but Cramer says oil will fuel other stocks the energy sector such as UPL, APA, XTO, ACI and BTU, as well as alternative energy plays FSLR (which reported a better-than-expected quarter and historically fabulous upside guidance), AMAT and WFR. Cramer considers ag stocks as members of the energy sector, given the development of ethanol, and would look at MOS, DE. He added rail such as CSX, and infrastructure, CBI, JEC and SGR will also rise with the oil umbrella.
Conviction Stock: FMC Corp (FMC)
A rally one day may spell a down day the next, and it is hard to know what a stock is really worth in this mad market, said Cramer. He was looking for a conviction stock which could give a little bit of certainty about what it was worth, and came up with FMC, a soda ash company in an underexposed sector which is currently enjoying a silent bull market. Soda ash is used to make glass, brick, water softener and most importantly, agricultural chemicals. Cramer says he feels certain that FMC will reach $70, a 30% upside.

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Labels: ACI, AMAT, APA, APC, BTU, CBI, COP, CSX, DE, FSLR, JEC, Jim Cramer, Mad Money, MOS, SGR, SLB, UPL, WFR, XOM, XTO

Bullish calls:
Walt Disney (DIS): 'Again, I don't play for DIS, but I'm certainly not going to blast it. I think it's a good company.' Brookfield Asset Management (BAM): 'They've got terrific, terrific management … BAM will come back!' Hewlett-Packard (HPQ): 'HPQ has the business model and the leverage!' SunPower (SPWR) First Solar (FSLR) Johnson Controls (JCI): 'There was a man who just downgraded it … He's taken a very short-term approach. JCI has an unbelievably good business in climate control and, when autos come back, that stock's going to roar.' J. Crew (JCG) Costco (COST)
Bearish calls:
Wolseley (WOS): 'I can't endorse that company. Those companies are all doing badly.' Lowe's (LOW): 'I don't even recommend Lowe's anymore on this show.' Fannie Mae (FNM): 'It's just too hard to value right now...They just cut the dividend. Guys are going to sell it. I'm not there...' Automatic Data Processing (ADP): 'No. It's just a flatlined name. You need a stronger economy for that play.' Dell (DELL): 'DELL can buyback as many shares as it wants. HPQ has the business model and the leverage!' LDK Solar (LDK): 'No, c'mon man! The finances are unclear!' Cabela's (CAB): 'That company is just simply one of the worst publicly-traded companies I've ever seen.' South Financial Group (TSFG): 'Good stock in a really bad neighborhood … I can't touch the darn thing. Sorry to be so negative.' Home Depot (HD): 'That group is too darn hard.' Solarfun Power (SOLF)
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Labels: ADP, BAM, CAB, COST, DELL, DIS, FNM, FSLR, HD, HPQ, JCG, JCI, Jim Cramer, LDK, Lightning Round, LOW, Mad Money, SPWR, TSFG, WOS

Erin Burnett hosted. Melissa Lee of CNBC says the financial and tech sectors are down for the third day in a row. IBM and Hewlett Packard are among the top losses. Jeff Auxier, of Auxier Focus Inv. says volatility is normal an healthy because it takes out investors' egos. He says it is a great time to invest if you can be patient. Zimmer Holdings and Telef de Mexico are his top picks for the day. Next, David Malpass of Bear Sterns comments on the drowning dollar. He says the rest of the world is getting richer much quicker than our economy is growing right now. He says we have a small business economy with growth based in innovation, and with time we can improve our weak dollar situation. UPS is set to raise shipping rates by 5% by the beginning of 2008. Julia Boorstin of CNBC reports on the Writers Guild of America Strike on day 5. She says there is an upside for investors in the way of movie rentals and DVD mail order such as NetFlix. The logic behind this is the lack of new content and material for daily television, resulting in a consumer increase in theatre and rental establishments. Next topic was the growing oil prices. Crude Oil, at $96/barrel has obviously been a main concern of many consumers and investors. Bruno Stanziale of Bank of America says that ultimately, it is not possible that we will hit $100 a barrel before 2008. He says the oil prices are due to a lack of demand, as well as a change in market participation. Next, NovaGold of Alaska, announces deal with Barrick Gold to begin Donlin Creek Project. They will be working on projects in Alaska and Western Canada. They will mine gold copper and silver, and jointly owns or partnerships with Rio Tinto and Barrick Gold. Stop trading with Jim Cramer was next. ShawGroup (SGR), Foster Wheeler (FWLT), First Solar (FSLR), and MEMC Electronics (WFR) are his picks for the day.

Labels: CNBC, Crude Oil, Erin Burnett, FSLR, FWLT, HPQ, IBM, SGR, WFR

Financials: Washington Mutual (WM) fell 16% on Wednesday after reporting that credit losses for the year could be as much as $2.9 billion. Adami concedes Goldman Sachs (GS) could trade down to $205 and that is where investors should look to buy it. Finerman likes Goldman and is currently long the company and short Lehman Brothers Holdings (LEH) and Merrill Lynch (MER). Najarian recommends State Street (STT). Morgan Stanley (MS) took a $3.7 billion write-down for the fourth-quarter.
Crude oil hit another record high on Wednesday trading up to $98.62. Addison Armstrong, Director of Market Research at Tradition Energy joined the show and said the long term trend is still bullish for oil. He sees that oil demand is strong and supply is very tight and the oil markets have zero margin for error right now. Najarian mentions the largest oil trader on the New York Mercantile Exchange told him that oil is the new currency and it's going to $150.
Consumer Trade
Same-store sales are set to be released for some of the biggest retailers on Thursday. Finerman likes that expectations are low and she still owns Wal-Mart (WMT) Adami declares the only way to play the retailers is with MasterCard (MA).
Word on the Street
American International Group (AIG) falls 3% after hours on a 27% drop in third quarter profits. Cisco Systems (CSCO) falls 9% after hours despite a 37% rise in first quarter profits. Research In Motion (RIMM) and Amazon (AMZN) bucked the market weakness to close higher on Wednesday. Adami mentions that Citigroup upgraded Allstate (ALL) and he would own it here for a trade, and stop out at $50. First Solar (FSLR) explodes up 22% after hours on a blowout quarter.
Pops & Drops
Pops - Potash (POT) traded up 2%.
Onyx Pharmaceuticals (ONXX) exploded up 18% after the drug company posted a third quarter profit.
DirectTV (DTV) traded up 3% after subscribers grew by 400,000.
TurboChef Technologies (OVEN) traded up 9% after the oven maker reported a smaller loss.
Drops - Fannie Mae (FNM) fell 10%
Ford Motor (F) fell 5% in front of earnings set for Thursday.
Yahoo (YHOO) fell 8% after Alibaba.com fell 17%.
Capital One (COF) fell 16% after warning on credit losses.
Fluor (FLR) fell 6% after missing Wall Street estimates.
Final Trade
Seymour thinks its payday with Gold Fields (GFI).
Adami's play is Short Dow30 Proshares (DOG).
Finerman still recommends being long Goldman Sachs (GS) and short Lehman Brothers (LEH).
Najarian likes green play Evergreen Solar (ESLR).

Labels: AIG, CNBC, CNBC's Fast Money, CSCO, Fast Money, FSLR, GS, LEH, MER, RIMM, STT, WM

On Tuesday’s show, Cramer focused on green stocks that are good investments. Cramer reviewed his green picks from back in April to see how they had done since then.
Shaw Group (SGR): It is up 143% from about $30 to $74 since April.
Foster-Wheeler (FWLT): It is up 99% since April and had great earnings last quarter.
BorgWarner (BWA): It is up 38% since April, and Cramer thinks it will go higher because it has an increasing backlog.
OM Group (OMG): This is the only stock that is down since April, falling 5%. Cramer thinks the stock has started to bounce back from its lows already.
First Solar (FSLR): The stock has climbed 171% and Cramer is still bullish, but wants you to wait until after it reports earnings on Wednesday before buying more.
Fuel Tech (FTEK): This stock is up 35%, but guided down after reporting earnings Tuesday morning.
MEMC (WFR): This stock is up 20% since April and Cramer thinks the company will grow 52% over the next two years.
Tatra Tech (TTI): It is up 14% since April, and Cramer thinks it will keep going up slowly but steadily.
Cramer thinks every one of these stocks will go higher, and thinks that going green is good for business.
Cramer then went to the phone lines. The first caller asked about Zoltek (ZOLT), and Cramer said that although he recommended this stock a while ago he pulled out because he thought he was getting greedy. He now thinks this stock will keep going up. The second caller asked about BP (BP), and Cramer doesn’t think you can own this company because of its green initiatives. The next caller asked about SunPower (SPWR) and Cypress (CY), and Cramer said that Cypress is safer, but he likes both stocks.
The CEO of Wells Fargo (WFC) was on the show to talk about their alternative energy investments and positions, as well as the prospects. Cramer said this is the only banking stock he wants you to buy.
“Am I Diversified?”
The first email asked about UBS (UBS), and Cramer said that he has messed up with every financial pick he had made recently, and thinks you should wait until the stock hits $45 before you buy. The next email asked about Oceaneering International (OII), and Cramer said he didn't like the most recent earnings call. The next email asked if the recent investment in Tesoro (TSO) by Kirk Keorkian's was a bet that oil will drop, and Cramer said that could be right, but that TSO could drop if oil prices decline. The final email asked about lululemon (LULU), and Cramer said he wants nothing to do with the stock since it has gone up so much.

Labels: BP, BWA, CY, FSLR, FTEK, FWLT, Jim Cramer, Mad Money, OII, OMG, SGR, SPWR, TTI, UBS, WFR, ZOLT

Bullish:
Nvidia (NVDA): Semiconductor play of choice.
Dynegy (DYN): Cramer thinks a buy below $9.
SunPower (SPWR)
First Solar (FSLR).
Taser (TASR): "Ring the register."
Bearish:
Sears Holdings (SHLD): Needs housing to do better
DSW (DSW): Can't get behind
Metabolix (MBLX): First Solar or Sun Power instead
Vasco Data Security (VDSI)

Labels: DSW, DYN, FSLR, Jim Cramer, Mad Money Lightning Round, MBLX, NVDA, SHLD, SPWR, TASR, VDSI

Barrick Gold (ABX), Cramer: "the best gold stock to buy right now." Gold is breaking out because of the weak dollar, lower short-term rates and worries about inflation. Cramer prefers Barrick over other gold companies, because they have a lot of gold reserves and are "totally prepared for higher gold prices." The next call was about Freeport McMoran (FCX). Cramer thinks it will keep going up to $120.
Overlooked IPO's:
AthenaHealth (ATH). Cramer likes its subscription revenue and growth prospects. Athenahealth has 42% growth. He then took some more phone calls.
A caller asked about LDK Solar (LDK); Cramer doesn't like because he thinks there is a big sell off in China stocks coming. He also likes First Solar (FSLR) better.
Another caller asked about Blackstone (BX). Cramer thinks the stock has bottomed out and that there is a short term trading opportunity here.
Am I diversified?
First caller named the following five stocks: SAP (SAP), Annaly Capital Management (NLY), Nvidia (NVDA), BEA Systems (BEAS) and Honeywell (HON). Cramer said too many tech stocks. He said to keep BEA and consider buying a health care stock.
Second caller had Apple (AAPL), Trimble (TRMB), Xoma (XOMA), Freeport-McMoRan (FCX) and Goldman Sachs (GS). He suggested selling Trimble and, again, picking up a health care cost-container like Hologic.
The last player's five picks: Monsanto (MON), PepsiCo (PEP) Research In Motion (RIMM), U.S. Steel (X) and Exxon Mobil (XOM). Cramer blessed the portfolio as diversified.
Mad Mail: Responding to an email, Cramer called Walgreen (WAG) "still too expensive," and said he likes the cheaper CVS (CVS), which he owns for his charitable trust, better. He said, "Stay away from Walgreen."
Sudden Death: Cramer was bullish on Flotek Industries (FTK), Celgene (CELG) and Crocs (CROX).

Labels: AAPL, ABX, ATH, BX, FCX, FSLR, Jim Cramer, LDK, Mad Money, Mad MOney Recap, NLY, SAP

Here are 7 stocks for traders for Monday from TradingMarkets.com:
Walgreen (NYSE:WAG - News) reports earnings on Monday before the bell, with analysts looking for $0.47 EPS. WAG's PowerRating (for Traders) is 5.
AngioDynamics (NasdaqGS:ANGO - News) is looking to announce $0.10 EPS on Monday morning after the market closes. ANGO's PowerRating (for Traders) is 5.
Analysts are watching for Palm (NasdaqGS:PALM - News) to report $0.08 EPS after the market closes. PALM's PowerRating (for Traders) is 5.
Pepsi Bottling (NYSE:PBG - News) reports earnings on Tuesday before the bell, so watch for heightned price action and volatility ahead of the close. PBG's PowerRating (for Traders) is 5.
3Com (NasdaqGS:COMS - News) rallied 35% on Friday after announcing plans to be acquired for $2.2 billion by Bain Capital, LLC. COMS's PowerRating (for Traders) is 4.
First Solar (NasdaqGM:FSLR - News) gained over 7% on Friday after announcing new contracts and extending existing ones which are valued at $1.1 billion over 5 years. FSLR's PowerRating (for Traders) is 3.
Wynn Resorts (NasdaqGS:WYNN - News) fell over 4.6% after announcing plans to sell 3.75 million shares at a market discount. WYNN's PowerRating (for Traders) is 2.

Labels: ANGO, COMS, FSLR, Hot Stocks, PALM, Palm Inc., PBG, WYNN, Wynn Resorts Ltd.

Bullish:
SunPower (SPWR) and First Solar (FSLR): Cramer thinks that are all better alternative energy plays.
Sirius (SIRI): Likes better than XM radio.
Cummins (CMI): Don't walk away from. Take a little off the table.
Celgene (CELG): Buy instead of Amgen
Caterpillar (CAT): Let it come in..then buy.
US Steel (X) or Reliance Steel (RS).
China Finance Online (JRJC)
Bearish:
Headwaters (HW): Better plays in the energy sector.
XM Satellite (XMSR)
Tribune (TRB): Cramer thinks that the $34 per share deal will go through, even though it is a bad deal for employees, because Sam Zell is a man of his word. Employees should "Sell, Sell, Sell!"
Blockbuster (BBI): Don't have a good view of this stock. Don't buy.
Fossil (FOSL): Sell
CIT Group (CIT): Don't buy.
Arcelor Mittal (MT)
Amgen (AMGN):

Labels: CAT, CELG, CMI, FSLR, Jim Cramer, JRJC, Lightning Round, Mad Money, RS, SIRI, SPWR, X

Lundin Mining (LMC): Cramer began Friday's show by talking about LMC. The mining company extracts zinc, copper, nickel and lead, which Cramer thinks are near bottoms in price. He also thinks that the stock could be bought out for $15 per share. Although the company has had its ups and downs, Lundin now deserves "two thumbs up."
Horsehead Holdings (ZINC): Next, Cramer talked about ZINC; a zinc refiner that recently went public. Cramer feels that no one knows about the stock and that it should increase since many other metal stocks have gone up in price recently. He thinks this is another buyout target in the future. He said, "If Horsehead reaches $23, walk away."
The Mad Money Game Plan: Next week focused on Cramer's belief that high oil and a weak dollar are good for the market, contrary to popular belief. The stocks he specifically mentioned were Core Labs, (CLB), FMC Tech (FTI), and First Solar (FSLR).
Mad Mail: Cramer read an email that was very harsh, pointing out some of the stocks Cramer likes that have not done well recently. Cramer stated that he is willing to admit his mistakes. "My losses kill me," he said, especially since he owns a lot of these stocks for his charitable trust; such as Goldman Sachs (GS), NYSE Euronext (NYX), and Sears (SHLD).

Labels: FSLR, FTI, GS, Jim Cramer, Labels: CLB, LMC, Mad Money, Mad MOney Recap, NYX, SHLD, ZINC

HMS Holdings (NasdaqGS: HMSY - News): 'We've always liked this. This is one of those companies ... that do cost control for medical.'MedcoHealth Solutions (NYSE: MHS - News)Cardinal Health (NYSE: CAH - News)AT&T (NYSE: T - News)EMC (NYSE: EMC - News): 'I think that EMC is a better way to play VMware right now.'Intuitive Surgical (NasdaqGS: ISRG - News): Freeport-McMoran (NYSE: FCX - News): 'This is a gold company and a copper company in a deflationary spiral mandated by the Federal Reserve. ... Am I backing away from it? No. ... I will say bull to Freeport.'First Solar (NasdaqGM: FSLR - News)Exelon (NYSE: EXC - News): 'Well-run ... can do well. ... I say two thumbs up to Excelon/'Hawaiian Electric (NYSE: HE - News): 'I like the utilities here. This one's got a very high yield. It's in a growth market. ... I stick with Hawaiian Electric.'
Bearish calls:
J.C. Penney (NYSE: JCP - News): 'I have been doing some work on J.C. Penney. 52-week low ... retail very hard to own ... I like to wait and see the quarter.'Posco (NYSE: PKX - News): 'It's not a House of Pain anymore. It's literally a Nation of Pain ... Don'tBuy, because it can go lower.'One National Banc (NYSE: ONB - News): 'Every bank is for sale here. ... I cannot recommend a bank on this show. I can't because I like other sectors so much more. Don'tBuy Don'tBuy Don'tBuy.'BHP Billiton (NYSE: BHP - News): ' I am not going to walk away from these, but you have to understand, these stocks are in the crosshairs of the Fed, and they are going to go down.'Fuel-Tech (NasdaqGM: FTEK - News): ' ... is so speculative in this environment.'Downey Financial (NYSE: DSL - News): 'Downey is a stock that will fly up 20 points when the Fed decides to blink. ... I think Downey's book value is pretty clean. I am surprised it got down to $47. I can't back away here.'VMware (NYSE: VMW - News): '$60 is my target, and we're already up another $7 today.'Accuray (NasdaqGM: ARAY - News): 'Accuray, frankly, is not a stock that I can pull the trigger on.'Akamai (NasdaqGS: AKAM - News): 'We know that Akamai's the wrong thing.'
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Labels: ARAY, BHP, CAH, DSL, EMC, EXC, FCX, FSLR, FTEK, HE, HMSY, ISRG, JCP, Jim Cramer, Lightning Round, MHS, ONB, PKX, T, VMW

Bullish Calls:
FMC Technologies (NYSE: FTI - News): 'It's pulled back a dollar. I like the group. I like FTI'.Rite Aid (NYSE: RAD - News): 'I want to pull the trigger right there! I think that's a great situation!'EMC (NYSE: EMC - News): 'The stock just takes off, and now it seems the stock is at $19.05. I think it goes to $23. It's not too late to pull the trigger on EMC.'TJX (NYSE: TJX - News): 'I think TJX is one you want to own after the quarter.' Costco (COST - Cramer's Take - Stockpickr - Rating), Costco (NasdaqGS: COST - News): 'Can I also point out that Costco was down today, and I think COST is just a classic situation.'Siemens (NYSE: SI - News): 'I'm surprised the stock was down badly... I like that stock. I like the German market. It's the strongest in the world among developed countries... I want to buy some.'Schlumberger (NYSE: SLB - News): 'But SLB, at 17x earnings, is way too cheap.'Conco Philip (NYSE: COP - News): 'I've been buying that one for my charitable trust... I think, down below $80, that's perfect.'Corning (NYSE: GLW - News)First Solar (NasdaqGM: FSLR - News): 'Nice pullback after a really good quarter. With oil staying high, that's the one I want to be in. 'Arris Group (NasdaqGS: ARRS - News): 'That was terrific. I think ARRS is a good place to be. I don't want you to leave it. I want to stick with that.'ABB (NYSE: ABB - News): 'They're the best in that business.'Gentiva Health Services (NasdaqGS: GTIV - News): 'This is the home healthcare story that I like very much.'Sears Holdings (NasdaqGS: SHLD - News): 'I say, you know I'm sticking with Eddie. I own it for my charitable trust... I refuse to quit on it. I refuse to quit, because he's a winner, and he's made me money.'TBS International (NasdaqGM: TBSI - News): 'I like Expeditors in that category. I think that's a better one... 'Goldman Sachs (NYSE: GS - News): 'Everybody hates Lloyd Blankfein. They think he's an idiot. They think my alma mater's moronic... I don't know. I'd like to buy the stock here.'
Bearish calls:
Harley-Davidson (NYSE: HOG - News): 'This stock has finally broken down from that $60 level... I think it's headed lower. I don't want to be there... Sell, sell, sell... I think you should sell it.'Optium (NasdaqGM: OPTM - News): ' ... that has been a tough one.'Evergreen Solar (NasdaqGM: ESLR - News): ' I'm going to have nix that one. Sell, sell, sell!... 'USEC (NYSE: USU - News): 'I don't want to own uranium. I think uranium is too far out in the future.'WCI Communities (NYSE: WCI - News): 'I looked at the balance sheet and I don't like it. Why don't I leave it at that. Sell, sell, sell....'
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Labels: ABB, ARRS, COP, COST, EMC, FSLR, FTI, GLW, GS, GTIV, HOG, Jim Cramer, Lightning Round, Mad Money, RAD, SHLD, SI, SLB, TBSI, TJX

Bullish Calls:

FactSet Research Systems (NYSE: FDS - News): 'I think this is a natural to be snapped up by someone.'Dynegy (NYSE: DYN - News): 'A lot of people feel that it's speculative... All I can say is that they don't do as well when natural gas is weak... But that company is worth - on a break up value - a lot more ...buy, buy, buy!'Brocade Communications (NasdaqGS: BRCD - News): 'BRCD is being unfairly beaten up... It's just not that bad... But I have to tell you - if you're going to be in that sector - BRCD goes up against Cisco and CSCO is my favorite stock in that group.'EMC (NYSE: EMC - News): 'I've been buying EMC Corp. for my charitable trust, because of VM Ware... It's going to be the next big IPO since Google.'Cisco Systems (NasdaqGS: CSCO - News): 'CSCO is my favorite stock in that group.'Indevus Pharmaceuticals (NasdaqGM: IDEV - News): ' ... we've been behind IDEV... We think that that's a great spec play, and it's only a buck off its high, but we continue to like it very much.'Costco (NasdaqGS: COST - News):'I think that COST is a buy. It's my favorite retailer... literally, my favorite retailer of the group that everybody knows I cannot stand! COST reigns supreme! 'Acergy (NasdaqGS: ACGY - News): 'I think that, when you get a stock like ACGY, you've just got to ride it.'CF Industries (NYSE: CF - News): 'Please, let's ring a little register on the ag bull market. Sell, sell, sell!... No, I'm not backing away from the ag bull market! I'm simply saying that, when we play greedy, we get our heads cut off.'Mosaic (NYSE: MOS - News)Agrium (NYSE: AGU - News)Potash (NYSE: POT - News)
Bearish calls:
First Solar (NasdaqGM: FSLR - News): ' ... sell, sell, sell! - and the answer is, I've not done my job well enough. We must not be pigs. We will get killed.'General Cable (NYSE: