Jim Cramer Blog

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)
Published By SeekingAlpha.com

Labels: ADP, BAM, CAB, COST, DELL, DIS, FNM, FSLR, HD, HPQ, JCG, JCI, Jim Cramer, LDK, Lightning Round, LOW, Mad Money, SPWR, TSFG, WOS

LDK Solar Co., Ltd. (NYSE: LDK - News), a leading manufacturer of multicrystalline solar wafers, today commented on recent inaccuracies and misperceptions in the market and the media.
On October 4, 2007, LDK Solar issued a statement refuting certain allegations made by a former employee who was terminated for cause regarding its inventory reporting after LDK's management conducted an internal investigation and physical inventory counts and found no material discrepancies as compared to LDK's published financial statements. In addition, LDK's Audit Committee is in the process of conducting a review of the inventory and will disclose its findings to the public in due course. LDK's management team continues to believe that the allegations made by a disgruntled, former employee have no merit.

Labels: LDK, LDK Solar Co.Ltd.

Here are 7 stocks for traders for Tuesday from TradingMarkets.com:
YUM! Brands (NYSE:YUM - News) beat earnings on Monday afternoon, announcing $0.50 EPS over an expected $0.45 EPS. YUM's PowerRating (for Traders) is 5.
Commerce Bancshares (NasdaqGS:CBSH - News) reports earnings on Tuesday before the bell, with analysts looking for $0.80 EPS. CBSH's PowerRating (for Traders) is 5.
When M&T Bank (NYSE:MTB - News) announces quarterly earnings on Tuesday morning, watch for $1.95 EPS. MTB's PowerRating (for Traders) is 4.
Oxford Industries (NYSE:OXM - News) is looking to announce $0.46 EPS tomorrow morning. OXM's PowerRating (for Traders) is 4.
LDK Solar (NYSE:LDK - News) fell 26% today, on a Barron's report that the company may be overstating earnings and inventories. LDK does not have a PowerRating (for Traders) due to the company's short trading history.
Earnings season for Q4 starts tomorrow afternoon when Alcoa (NYSE:AA - News) announces earnings after the bell; watch for $0.66 EPS. AA's PowerRating (for Traders) is 5.
Google (NasdaqGS:GOOG - News) closed above $600 a share for the first time today. GOOG's PowerRating (for Traders) is 4.

Labels: AA, CBSH, GOOG, Hot Stocks, LDK, MTB, OXM, YUM

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

Symbol
Name
Last Trade
Change
Volume
Related Info
GNVC
GENVEC INC
3.19 4:00PM ET
1.32 (29.27%)
5,377,938
TELK
TELIK INC
4.59 4:00PM ET
1.22 (21.00%)
4,146,845

ADK
ADCARE HEALTH SYSTEM
1.28 3:46PM ET
0.22 (14.67%)
17,700

HSVLY
HIGHVELD STEEL ADR
11.61 3:59PM ET
1.99 (14.63%)
172,507

TAGS
TARRANT APPAREL GR
1.17 3:59PM ET
0.19 (13.97%)
411,507
ANSW
ANSWERS CORPORATION
14.73 4:00PM ET
2.39 (13.96%)
1,297,442
SNT
SENESCO TECH
1.31 3:28PM ET
0.20 (13.25%)
20,900

GENE
GENETIC TECH SPON
4.00 3:59PM ET
0.57 (12.47%)
25,497
BNVI
BIONOVO INC
5.05 3:59PM ET
0.68 (11.87%)
1,021,930
REGN
REGENERON PHARMACE
20.31 4:00PM ET
2.68 (11.66%)
3,788,920
MEMY
MEMORY PHARMACEUTICA
2.45 4:00PM ET
0.31 (11.23%)
555,187

UTSI
UTSTARCOM INC
6.51 4:00PM ET
0.80 (10.94%)
6,676,574
FRPT
FORCE PROTECTION INC
24.43 4:00PM ET
2.99 (10.90%)
7,636,008
CTIC
CELL THERAPEUTICS
4.17 4:00PM ET
0.51 (10.90%)
377,052

CSLMF
CONS MERCANTILE
1.07 12:27PM ET
0.13 (10.83%)
250

QGEN
QIAGEN NV
15.58 4:00PM ET
1.70 (9.84%)
6,660,348
LDK
LDK SOLAR CO., LTD.
24.56 4:00PM ET
2.64 (9.71%)
5,372,700
CRAY
CRAY INC
7.20 4:00PM ET
0.75 (9.43%)
2,663,335

MEDX
MEDAREX INC
14.49 4:00PM ET
1.45 (9.10%)
6,336,511
AOB
AMERICAN ORIENTL BIO
10.04 4:00PM ET
0.95 (8.64%)
3,013,115

Labels: ADK, ANSW, AOB, BNVI, CRAY, CSLMF, CTIC, FRPT, GENE, GNVC, HSVLY, LDK, MEDX, MEMY, QGEN, REGN, SNT, TAGS, TELK, UTSI