Jim Cramer Blog

ValueClick (VCLK): Cramer said belongs to the same family of stocks as DoubleClick (DCLK), which Google (GOOG) is buying, and aQuantive, which Microsoft (MSFT) bought earlier this year. He was right about aQuantive and he believes he will be right about ValueClick. Microsoft might make this defensive acquisition of ValueClick, or there's a possibility Yahoo! (YHOO) could pick it up.
Jakks Pacific (JAKK), which has a lot of great toys, is that stock, he said. People should want this stock for its Hannah Montana, World Wrestling Entertainment (WWE) and Pokemon figurines. Cramer says is "irresistible," and could be bought as a trade or investment. It is trading at its growth rate and at "a big discount" to Hasbro (HAS) and Mattel.
On the Defensive Line
New York Giants defensive lineman Michael Strahan joined Cramer in the studio to tackle finance together. Strahan told Cramer he is very conservative and realistic about investing. Strahan also owns one stock, Under Armour (UA), which he said he got into during the company's IPO. Since buying Under Armour, Strahan said, his costs have been covered and he is operating on profits.
Mad Mail
Caterpillar (CAT): has substantial international exposure and is not a hostage of the U.S. GDP. This is part of the reason he likes Caterpillar so much. He owns it for his Action Alerts PLUS charitable trust.

Labels: CAT, JAKK, Jim Cramer, Mad Money, Mad MOney Recap, MSFT, UA, VCLK, YHOO

Abraxis BioScience (NasdaqGS:ABBI - News) shares rose 4% after the company reported fourth-quarter adjusted earnings of $46.7 million, or 29 cents a share, up from a year-ago equivalent profit of $14.8 million, or 9 cents a share. Revenue rose in the latest three months to $257.1 million from $145.6 million in the same period a year earlier.
Dow Chemical (NYSE:DOW - News) shares surged 3.5% following a report from a British tabloid that the company may receive a leveraged buyout offer from a consortium of private equity firms worth up to $54 billion.
GulfMark Offshore Inc. (NasdaqGS:GMRK - News) shares gained 5.7% after the company said its fourth-quarter net income jumped to $30.6 million, or $1.42 a share, from $8.2 million, or 39 cents a share, a year earlier. The firm, which provides marine transportation for the oil and gas industry, said revenue for the quarter rose 34% to $69 million, largely due to higher rates and the addition of new vessels. The firm said profit also benefited by around 17 cents a share from a previously announced sale. Analysts polled by Thomson Financial had been expecting earnings of 90 cents a share on revenue of $62 million. The company also said it expects demand for vessel services to remain strong throughout all of its markets in 2007.
Hub International Ltd. (NYSE:HBG - News) shares jumped 15% after the company agreed to be acquired private-equity firm Apax Partners and Morgan Stanley Principal Investments in a deal valued at roughly $1.8 billion.
Jakks Pacific Inc. (NasdaqGS:JAKK - News) shares leapt 17% after the company said its fourth-quarter net income rose to $23.2 million, or 73 cents a share, from $9.0 million, or 30 cents a share, a year ago. On an adjusted basis, net income totaled 84 cents a share. Analysts had been expecting the designer and marketer of toys to report earnings of 67 cents a share, according to data compiled by Thomson Financial. Sales rose to $238.3 million, from $166.3 million last year. The company said that it's expecting 2007 sales to reach at least $800 million, with net income of $75.8 million, or $2.39 a share. First quarter net sales are forecast in a range of $114 million to $120 million, while earnings are expected in a range of 7 to 10 cents a share.
GTX Inc. (NasdaqGM:GTXI - News) shares surged 8.8% after analysts at Lazard Research maintained their buy rating on the company, citing the company's recent release of positive data for its treatment Acapodene, a treatment for negative side effects associated with a leading prostate cancer therapy called ADT. The analysts also raised their price target for the stock to $25 from $21.
Mace Security International Inc. (NasdaqGM:MACE - News) shares rose after the company said it has rejected a $3-per-share indication of interest from Kelly Capital. Mount Laurel, N.J.-based Mace, a maker of electronic surveillance and personal defense products, also said that it has decided to enter into talks with Kelly Capital regarding the possibility of Kelly paying more than $3 per share. Kelly Capital has signed a confidentiality agreement with Mace and is currently conducting due diligence, Mace said.
Temple-Inland (NYSE:TIN - News) shares jumped 13% after the company moved to spin off its financial-services and real-estate units and sell a portion of its timberland holdings to concentrate on packaging and building products.
TXU Corp. (NYSE:TXU - News) shares gained 13% after the company said its board has agreed to a deal to be taken private by an investor group led by Kohlberg Kravis Roberts, Texas Pacific Group and Goldman Sachs.
Published By MarketWatch

Labels: ABBI, DOW, GMRK, GTXI, HBG, JAKK, MACE, TIN, TXU