Jim Cramer Blog

Bullish Calls:
Mueller Water Products (NYSE: MWA - News): 'A very inexpensive stock. I remember when this thing was first spun off from Becker, the fertilizer company... It shouldn't be at $14. I have to buy that. That is a very consistent grower.'Schlumberger (NYSE: SLB - News): 'We've had a nice pullback here... I know that, if you own it, it doesn't feel nice... It's, at one point, a 10-point pullback ... I would pull the trigger on SLB ... Best quarter I have seen of the whole oil complex...'Costco (NasdaqGS: COST - News): 'Oh man, look at that... That was a 52-week high today ... I know why that hit a 52-week high... Because some of us are Gold Star members!'Goldcorp (NYSE: GG - News): 'why am I not backing away from gold? I think gold belongs in everyone's portfolio, so I am not saying anything bad about GG.'Yamana (NYSE: AUY - News): 'I know Yamana's been bad ... I'm sticking with AUY. It's a growth stock.'Apple (NasdaqGS: AAPL - News): 'I think that phone - despite the fact that everyone is blasting it - is a fantastic phone! I still like AAPL. I like the new Apple computers. I think AAPL's had its pullback, and is ready to rock again.'Dell (NasdaqGS: DELL - News)Hewlett-Packard (NYSE: HPQ - News)Green Mountain Coffee Roasters (NasdaqGS: GMCR - News): 'Now, up $4 bucks, I'm like reluctant to hit this (bull button), because then people t say he's just chasing momentum... But I've got to tell you, I think this is a pretty good stock...'Bankrate (NasdaqGS: RATE - News): 'That was unfairly knocked down this week. That was a clean quarter.'Cisco (NasdaqGS: CSCO - News): 'I think Cisco Systems is going to be a good quarter. At one point, that stock was down 50 cents today. I was surprised.'Microsoft (NasdaqGS: MSFT - News): ' I want to own MSFT, and I want to own tech... 'CV Therapeutics (NasdaqGM: CVTX - News): 'You found the gem. It's a little $8 buck stock. It's really down on its luck... I'd pull the trigger. I think you're right. I think there's value there.'
Bearish calls:
Movado Group (NYSE: MOV - News):'You know, there's been insider buying of MOV... I know that the last quarter was good. I felt personally burned by MOV... I cannot get behind MOV.'Taiwan Semiconductor Manufacturing (NYSE: TSM - News): 'TSM is a supplier. I want to buy the finished guys.'Infineon Technologies (NYSE: IFX - News) The Knot (NasdaqGM: KNOT - News): 'I've got some internet companies that are en feugo and KNOT is not one of them... '
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Labels: AAPL, AUY, COST, CSCO, CVTX, DELL, GG, GMCR, HPQ, IFX, Jim Cramer, KNOT, Lightning Round, Mad Money, MOV, MSFT, MWA, RATE, SLB, TSM

Gol Linhas Aereas Inteligentes (NYSE: GOL - News)
"Monopolistic, anti-competitive behavior is now in style in Brazil!" declared Cramer, who is bullish on GOL, a Brazilian airline which is acquiring its long-time competitor, Varig, after it went "belly up." At less than $100 million in cash, Varig was a bargain, and Cramer thinks the acquisition should send GOL up 30% in a straight line to $40. While Wednesday's 10% increase would otherwise inspire caution, Cramer does not think investors should wait for GOL to pull back, but would go ahead and buy; "We're in 'never-look-back-ville'!"

Benefit of the Doubt: Polo Ralph Lauren (NYSE: RL - News) COO Roger Farah, and Saks' (NYSE: SKS - News) Steve Sadove and Ron Frasch
Next on Cramer's list of executives who deserve the benefit of the doubt is RL's COO Roger Farah. While CEO Ralph Lauren is a "visionary" Cramer credits Farah for breathing new life in the brand "which had been spread out, truncated, over-licensed and diluted... and he turned it back into a powerhouse." Cramer likes RL because it is "the ultimate high-end play" and should have 12% to 15% growth. He also praised the company for purchasing the rest of Polo.com. However, market players turned on Farah after RL's fantastic quarter because they suspected him of guiding down estimates. In spite of Farah's assurances, the stock is still down, although it has recovered somewhat, and Cramer would stay with RL. He also likes SKS CEO Steve Sadove because he "keeps the money coming in" and its vice chairman and chief merchant Ron Frasch who is a"merchandizing genius," according to Cramer.

Sell Block: Syntax-Brillian Corp. (NasdaqGM: BRLC), AT&T (NYSE: T - News), Verizon (NYSE: VZ - News), BP (NYSE: BP - News), Exxon Mobil (NYSE: XOM - News), Transocean (NYSE: RIG - News), Movado (NYSE: MOV - News), BigBand Networks (NasdaqGM: BBND), Sourcefire (NasdaqGM: FIRE), Glu Mobile (NasdaqGM: GLUU), Aruba Networks (NasdaqGM: ARUN), Clearwire (NasdaqGS: CLWR), ETelecare (NasdaqGM: ETEL)
No matter how much he likes BRLC's story, he would sell the stock after CEO Vincent Solitto touted his company on Mad Money but failed to mention that he raised $15.5 million through a side deal which involved issuing shares at a special price "To me, it was galling... it was disspiriting," said Cramer; "Syntax-Brillian?... I don't like your style." Cramer would trade some T for VZ because VZ is less expensive and has a higher yield. He also suggested selling BP and picking up XOM "if you absolutely have to own an integrated" or RIG. He mentioned MOV has a good entry point at $28.74. Cramer gave an update on IPOs, saying he still likes BBND which he would buy it on any weakness, but suggests schnitzeling out of (selling the profits from) FIRE. He still doesn't like GLUU or ARUN. Cramer says CLWR is "on sale" now that it is settled into the $20-$21 range. Finally, Cramer would take profits from ETEL on any strength, since it has increased substantially.
CEO Interview: Scott Huennekens, Volcano (NasdaqGM: VOLC) with General Electric (NYSE: GE - News), Koninklijke Philips Electronics (NYSE: PHG - News)
Cramer asked Scott Huennekens to explain VOLC's agreements with GE and PHG; "GE has rights to one version of our product that it can integrate into its cath lab, and earlier this week we announced the deal with Philips for another version। So as we move forward, GE is going to have exclusivity to the advanced functionality version of the product, and the lower functionality version will also be incorporated onto Philips and other larger manufacturer systems," Huennekens said. He envisions every cath lab with an Ivus machine in it as the need to visualize arteries through less invasive approaches increases. Cramer gave VOLC a triple buy.
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Labels: BP, CLWR, ETEL, GE, GLUU, GOL, Jim Cramer, Mad Money, MOV, PHG, RIG, RL, SKS, VOLC, VZ, XOM

Bullish:
General Maritime (NYSE: GMR - News): 'GMR, my favorite tanker!'Nastech Pharmaceutical (NasdaqGM: NSTK): 'I like this, because I feel like there's a lot of ways to win: There's autism, there's obesity, insulin... Meantime, nobody likes the stock. But it's got a lot of money.'Transocean (NYSE: RIG - News): 'We have been recommending RIG for the last 7 points.'CMGI (NasdaqGM: CMGI): 'I believe that this company - if it did a 10 for 1 reverse split, people would be all over it like a cheap suit. CMGI has real earnings. It's got a business-to-business model that works. Here's the problem: It's up 74%. We know we should let it cool off a little, and then we should pull the trigger.'J.C. Penney (NYSE: JCP - News)Williams Companies (NYSE: WMB - News)Natco (NYSE: NTG - News): ' This company, NTG, is one of those companies that we've seen ... that could get a bid, and yet the earnings are really good. I like your call. I think NTG should be added into my closely-followed companies that I like in the drilling patch.'National Oilwell Varco (NYSE: NOV - News)Movado (NYSE: MOV - News): 'This is a stock that I recommended on Friday's show at $30. It's now about $35. I'm beginning to think there's too much love being shown to MOV, but I do expect a dynamite quarter ... if I had not bought any yet, now I want to wait for a little pullback. 'Landec (NasdaqGS: LNDC): ' They just reported a good quarter... I still like LNDC.'Archer-Daniels-Midland (NYSE: ADM - News)Monsanto (NYSE: MON - News):Freeport-McMoRan (NYSE: FCX - News): 'FCX remains best in show.'Southern Copper (NYSE: PCU - News): 'PCU is the real deal. I think copper is going to remain in short supply for the next couple of years.'Buffalo Wild Wings (NasdaqGS: BWLD): 'Sally Smith may be the single best CEO in the restaurant business, but does she get any respect? ... even at $64 - because that combination of beer and hot sauce is a total winner. I want you to stick with Sally. I want you to stick with BWLD.'
Bearish calls:
Pioneer Drilling (AMEX: PDC - News): 'Noooo! That's a land driller. We don't like the land drillers.'American Eagle Outfitters (NYSE: AEO - News): I do believe that you're taking a risk, but you're talking about a business in retail that is fickle... '
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Labels: AEO, FCX, GMR, JCP, Jim Cramer, Mad Money, MON, MOV, NTG, PCU, PDC, RIG, WMB

Game Plan for Next Week: Brocade (NasdaqGS: BRCD), Apple (NasdaqGS: AAPL), Hewlett-Packard (NYSE: HPQ - News), Phillips-Van Heusen (NYSE: PVH - News), CarMax (NYSE: KMX - News), Accenture (NYSE: ACN - News) and DSW (NYSE: DSW - News), Movado (NYSE: MOV - News)
Cramer suggested buying Brocade ahead of an analysts meeting on Thursday during which it is expected to raise its estimates. Although Cramer does not usually recommend Cisco's competitors, the stock should rise after the meeting and he predicts Cisco might buy BRCD. While he likes BRCD as a trade, the only tech stocks good for investments are AAPL and HPQ. Cramer expects strong earnings reports next week from PVH, KMX, ACN and DSW. Cramer's top stock next week is MOV which he thinks will deliver a "substantial upside surprise."
Good and Bad IPOs Photowatt, eTelecare with stock First Solar (NasdaqGM: FSLR)
Cramer discussed two companies which are going public next week, one to pay attention to and one to avoid. Concerning Photowatt, which will trade under PHWT, Cramer says "We have had way too many solar stocks come public and there's not enough demand, even with the hype that surrounds solar... Avoid it at any price." He suggested FSLR for those who want a solar stock. However, Cramer thinks eTelecare, an outsourcing company based in the Philippines "the next great, outsourcing center," might be a good stock. It is expected to trade under the symbol ETEL from between $12.50 and $14.50. Cramer would not pay more than $15 and urged, "please buy it carefully."
Freeport-McMoRan (NYSE: FCX - News)
FCX is now a "happy oligopoly" after having merged with Phelps Dodge and has cornered copper, comments Cramer, who says its a "screaming" buy. FCX is a "terrific hedge against inflation" and is in "tremendous demand." Its secondary offering was priced at 41 million shares and FCX rose $1. Cramer notes that FCX is a well-liked stock which will continue to go up. While analyst estimates are not high, Cramer predicts FCX will provide "blow away" numbers. He adds that while demand for copper has declined in the U.S., it is a sought-after mineral in China. Cramer sees this $62 stock going to $100.
Mad Mail: Altria (NYSE: MO - News), Kraft Foods (NYSE: KFT - News), Dean Foods (NYSE: DF - News)
When asked how MO holders can lessen the risk of a downside from KFT after it is spun off, Cramer suggests buying MO's "when-issued shares।" However, he added, "Kraft will be added to the S&P 500 so there's a very good chance it won't go down at all।" Cramer would stay with DF which should go up again.
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Labels: AAPL, ACN, BRCD, DF, DSW, FCX, HPQ, Jim Cramer, KFT, KMX, Mad Money, MO, MOV, PVH

Bullish calls:
Blockbuster (NYSE: BBI - News): 'No, you don't have to sell it. That WMT is all bluster now [WMT's video rental service] I am not worried one bit about WMT. I am reiterating my buy for BBI.'MRV Communications (NasdaqGM: MRVC): They reported what I think is a very good quarter, when it comes to revenues ... Luminent is their business. They're going to spin it off. I'm still using a $5.50 price target, even after this run. MRVC - stay tuned. That was a nice quarter tonight.'Yahoo! (NasdaqGS: YHOO): 'I've been selling it, paring my portfolio. We got lucky - it's moved up a lot. It still - because of Panama - can't miss here. Why? Because if it does miss, they get rid of Semel [CEO]. If they don't, it goes higher. Two ways to win.'Movado (NYSE: MOV - News): 'I didn't like MOV, because they told me they weren't in Costco, and sure enough, there was a Movado watch... But, you know what? I'm a forgiving bobblehead, and I realized that MOV is a good company. And the stock hit a 52-week high today at $30. With a reluctant two thumbs up...'BHP Billiton (NYSE: BHP - News): ' I have rarely seen a company that is more in love with its shareholders than BHP, They're returning big capital. BHP and Cramer fave, RIO, are both winners. I think BHP goes to $50 bucks.'Companhia Vale do Rio Doce (NYSE: RIO - News): 'I think RIO's headed right to $40.'Polaris Industries (NYSE: PII - News): ' That dividend is good! You would think, given the alleged global warming, I feel there is a problem just being in snowmobiles, but they also have all-terrain vehicles ... The business is well-managed.'Crown Holdings (NYSE: CCK - News): 'They have cleared up their asbestos problems ... This stock has now moved to its 52-week high. Do you mind if we wait for a little bit of a pullback, before we step up to the plate and buy some CCK? Don't pull the trigger just yet.'Nokia (NYSE: NOK - News): 'Listen, I like the NOK right here ... I basically think that NOK is going to $25 ... Stay with NOK.'Procter & Gamble (NYSE: PG - News): 'I like PG too.'Prudential (NYSE: PRU - News): 'I want to own PRU. That's a better story.'International Paper (NYSE: IP - News): ' I liked it at $33. I'm sticking by it. It's one cheap stock.'
Bearish calls:
Wal-Mart (NYSE: WMT - News)Arena Pharmaceuticals (NasdaqGM: ARNA): 'I want you to take it all off ... I really blew that call. That company is a serial financer of itself, meaning they are constantly re-issuing stock. They kind of broke my heart... Sell, sell, sell!'BMC Software (NYSE: BMC - News): 'Let's stay away from that sector. I just think there's nothing to offer in software.'If tCitigroup (NYSE: C - News):' I guess what I'm saying is you've got the worst bank in the world... I don't want you to stay with it...'Allstate (NYSE: ALL - News): 'No. I would sell ALL now. I want to own PRU. That's a better story.'

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Labels: ALL, ARNA, BBI, BHP, BMC, C, CCK, IP, Jim Cramer, Lightning Round, Mad Money, MOV, MRVC, NOK, PG, PII, PRU, RIO, WMT, YHOO

Here are 7 stocks for traders for Thursday from TradingMarkets.com:
Veritas (NYSE:VTS - News) beat earnings on Wednesday afternoon with $0.68 EPS over an estimated $0.47 EPS. VTS's PowerRating is 4.
Universal Technical Institute (NYSE:UTI - News) barely missed earnings with $0.16 EPS vs an estimated $0.17 EPS. UTI's PowerRating is 3.
Liquidity Services (NASDAQ:LQDT - News) beat earnings, announcing $0.09 EPS over a consensus of $0.07 EPS.
Jos. A. Bank (NASDAQ:JOSB - News) announces earnings early Thursday morning; look for $0.29 EPS. JOSB's PowerRating is 4.
Movado (NYSE:MOV - News) is set to announce $0.61 EPS on Thursday before the open. MOV's PowerRating is 5.
When Toro (NYSE:TTC - News) reports earnings before the bell Thursday, look for $0.07 EPS. TTC's PowerRating is 5.
UTI Worldwide (NASDAQ:UTIW - News) is expected to announce $0.31 EPS on Thursday morning. UTI's PowerRating is 3.

Labels: Hot Stocks, JOSB, LQDT, MOV, TTC, UTI, UTIW, VTS