Jim Cramer Blog

Level 3 Communications (NasdaqGS: LVLT): 'Oh c'mon. This is so right. I'm tired of hearing the naysayers. It's already coming back. I want to back up the truck, LVLT.'eBay (NasdaqGS: EBAY)Ionatron (NasdaqGM: IOTN): ' ... got a $500,000 contract on Monday. It propelled the stock, and now it's pulled back. I suspect more contracts are in the works, and I am sticking with this, but only as a spec!... 'Diageo (NYSE: DEO): 'It's up in a straight line. We've had a huge ride ... I think you wait until a pullback, before you back up the truck.'Jefferies Group (NYSE: JEF): 'There is a belief among many that JEF is for sale... Why am I skeptical? ... I think Handler's too young to jettison it. I see the option activity... It's an inexpensive stock. I'll recommend it on earnings. If you get a takeover.'Moog (MOG-A): 'MOGa is another company with great filtration. I like MOGa. I was actually preparing a segment on this, but I guess the cat's out of the bag!'Kinross Gold (NYSE: KGC)Yamana Gold (NYSE: AUY)Golden Star Resources (AMEX: GSS)First Solar (NasdaqGM: FSLR): 'It's had a big run ... Wait for the pull back on the expiration of the lockup next week, then FSLR.'Charter Communications (NasdaqGM: CHTR): ' I think could mark time. If it goes below $3.40, (pull the trigger), but not until then. There is tremendous pin action in the cable business, because of the triple play. I looked at the CHTR quarter, and I liked what I saw very much.'Goldman Sachs (NYSE: GS)Allegheny Technologies (NYSE: ATI)Brookfield Asset Management (NYSE: BAM)
Bearish calls:
Gmarket (NasdaqGM: GMKT): 'I'm in the 'don't buy' camp on this Korean eBay. I'd rather own EBAY itself.'Hansen Medical (NasdaqGM: HNSN): 'No. You're ringing the register. Sell, sell, sell! ... that the gain has been made.'Tanzanian Royalty Exploration (AMEX: TRE): 'We are very nervous about this one, because we haven't done the work ... If you're going to roll the dice, you might as well roll them with a company called Tanzanian, but it's not my cup of tea.'Starbucks (NasdaqGS: SBUX): ' ... it's long-term good ... Long-term good means you don't like it. I don't like SBUX here. The quarter wasn't that good ... Don't buy, don't buy.'Trina Solar (NYSE: TSL): 'No. I'm going to steer you toward First Solar.'Bank of America (NYSE: BAC): 'Trouble. Trouble ... I know this is a well-run bank, but I wish they would stop making so many acquisitions! ... I've got to say, 'don't buy, don't buy...'
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Labels: ATI, AUY, BAC, BAM, DEO, GSS, JEF, Jim Cramer, KGC, Lightning Round, Mad Money, SBUX, TRE, TSL

American Tower (NYSE: AMT): 'I saw the quarter this morning ... I think the tower business is a great business ... I want to reiterate off that great quarter that AMT is best in show.'Crown Castle (NYSE: CCI)Rosetta Resources (NasdaqGS: ROSE): 'I think that ROSE is one of these terrific independent oil companies, that is way behind the group, that should be bought aggressively here, that people do not understand.'MasterCard (NYSE: MA)Schlumberger (NYSE: SLB): 'I believe very strongly that SLB is going higher ... The stock's right at its high. If that stock pulls back to $72-73, yeah, you bet what we're going to do with that one ('mon-back sound)...'Deere (NYSE: DE):'We would much rather own John Deere ... That's the only game in town.'Mosaic (NYSE: MOS)Incyte (NasdaqGM: INCY): 'Yeah, I mean, look, it's a spec ... It's doing fine. It's 50 cents off its high. I'm not backing away from that one. I like that.'Reliance Steel (NYSE: RS): 'I had been tempted - because we'd been up about 25 points from recommending RS - I was tempted to say ring the register, take profit. No. There's still too much opportunity. RS remains on my buy list.'Allegheny Technologies (NYSE: ATI):"The steels are still going higher."Yamana Gold (NYSE: AUY): 'We've caught more than a double there.'Kinross Gold (NYSE: KGC ): ' ... We have started to cotton up to Kinross Gold.'Golden Star Resources (AMEX: GSS )
Bearish calls:
Sirius Satellite Radio (NasdaqGS: SIRI): 'I am increasingly nervous that Mel Karmazen ... is not going to get his wish and make that big merger. If he doesn't, that stock stays... maybe even goes lower. Maybe goes to $2. If he does, you make money. So, you're talking about 80 cents down, and $3 up. Why not pull that off? Because the 80 cents down could out first. Don't buy, don't buy ... I fear that one of those companies will go out of business.'Capital One Financial (NYSE: COF): 'This is very hard ... COF has mortgage problems. And while the mortgage market's gotten better, that acquisition they made of Greenpoint and North Fork - it's not working for them. So I have to tell you - sell, sell, sell!'Daktronics (NasdaqGS: DAKT): 'I want you - even down here - to sell it. Sell, sell, sell! And, I've got tell you something, it's a bit of a trainwreck when it comes to forecasting, and I'm very negative on that.'VeraSun Energy (NYSE: VSE): 'Ix-nay on the ethanol! 'Dendreon (NasdaqGM: DNDN): 'I think a lot of the upside is already in ... I think it's gotten too expensive. I don't think there's any more upside, even with the final approval.'US Gold (AMEX: UXG): 'No, no. We've anointed our gold, and we're not going to deviate.'

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Labels: AMT, ATI, CCI, COF, DAKT, DE, GSS, Jim Cramer, KGC, Lightning Round, MA, Mad Money, MOS, RS, SIRI, SLB, UXG, VSE

Bullish:

Tata Motors (NYSE: TTM): ' This one's going back to its high. India has been the swing factor.'Ciena (NasdaqGS: CIEN)Corning (NYSE: GLW)Stryker (NYSE: SYK): 'Stryker is fabulous! Orthopedic implants'Zimmer (NYSE: ZMH)'Let's not forget though... As good as SYK is, you know what's even better? Zimmer! What a quarter from the Zim machine!... As of yesterday, up $3. That's okay.'Goldman Sachs (NYSE: GS): 'If you want to own an investment firm, I'm going to send you to the one that sells at 10x earnings, which has been a continual theme on this show that I have been dead right on... I am talking about Goldman Sachs and I think GS is going to $325.'FuelCell Energy (NasdaqGM: FCEL): 'Okay, this is what I call an 'optionality play'... If oil spikes this weekend - up $5, or spikes... - your $7 stock will go up 3-4 points. I am not going to bless this stock as an investment. I will bless it as a speculative play - buy, buy, buy!'Yamana Gold (NYSE: AUY): 'AUY grows and grows and grows! And we want growth from a gold stock. We are not getting off the AUY horse!'Kinross Gold (NYSE: KGC)
Bearish calls:
JDS Uniphase (NasdaqGS: JDSU): 'I remain skeptical, because I have been burned so many times by this company, but I have to be honest, it does act well. I'm keeping it in the 'don't buy' but I can't blame anyone who wants to speculate...'DreamWorks (NYSE: DWA): 'I missed it! I missed it! It bottomed and I missed it, and I am angry at myself for missing it, but I can't recommend it up here. It's had too big a move. Don't buy, don't buy.'U.S. Global Investors (NasdaqCM: GROW): 'No. This is an investment advisory firm. C'mon man. Don't buy, don't buy. 'Quiksilver (NYSE: ZQK): 'Everyone tells me that they're bottomed... I went out the other day and said I was negative on it. I didn't like the acquisition they made. People have been telling me that I'm dead wrong about that... That stock is a house of pain, and I'm staying away from it!'Micron Technology (NYSE: MU): 'Let me tell you something, that's a loser! ' (buzzer sounds)

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Labels: AUY, CIEN, DWA, FCEL, GLW, GS, JDSU, Jim Cramer, KGC, Lightning Round, Mad Money, MU, SYK, TTM, ZMH, ZQK