Jim Cramer's Mad Money Stock Recap Sept. 25th
Cramer started off by saying that it's important to buy stocks that will bounce back the hardest.
CBRL Group (CBRL): operator of the iconic Cracker Barrel restaurant chain. Cramer believes that the company is in a good position after revamping their menus and buying back a ton of stock. They had the biggest buyback in percentage of shares outstanding of any company at 54% over the past year. Cramer is crazy about the buyback.
He then took a couple of calls: One caller asked about Brinker International (EAT), which Cramer doesn't like at all. Another caller asked about Wendy's (WEN) and Cramer said don't even look at Wendy's. He suggested that he get in McDonald's (MCD) instead because it is best of breed.
Yesterday, Cramer discussed how Best Buy is leveraging their growth by expanding international. Tuesday he discussed Textron Inc. (TXT). He feels that its Cessna unit will have large worldwide demand in the upcoming years. Honeywell (HON), a company that has been very successful at forecasting the aircraft business, predicts record sales of business jets, Cessna's "bread and butter." Cramer said the rest of the world will soon surpass America in business jet sales, which makes Textron a solid business-jet play.
Before Cramer started the Lightning Round, he recommended that holders of Baidu.com (BIDU) and Focus Media (FMCN) take some profits off the table. The holders of these stocks should sell half their holdings.
In the next segment, Cramer talked about a defense stock that was booted from the NYSE, but will profit from the new defense budget. The stock is Navistar (NAVZ.PK). Cramer also likes Cummins (CMI) and PACCAR (PCAR) in this sector, but Navistar has a lower multiple.
Next, Cramer had John Dioniso, the CEO of AECOM (ACM) on the phone. Cramer has been recommending the stock, and the company has been delivering profits so far. In his opinion, Cramer thinks Aecom is "money in the bank."
Sudden Death:
Brookfield Asset Management (BAM): "Keep buying!"
Spartan Motors (SPAR): No, buy Navistar (NAVZ.PK) instead.
CBRL Group (CBRL): operator of the iconic Cracker Barrel restaurant chain. Cramer believes that the company is in a good position after revamping their menus and buying back a ton of stock. They had the biggest buyback in percentage of shares outstanding of any company at 54% over the past year. Cramer is crazy about the buyback.
He then took a couple of calls: One caller asked about Brinker International (EAT), which Cramer doesn't like at all. Another caller asked about Wendy's (WEN) and Cramer said don't even look at Wendy's. He suggested that he get in McDonald's (MCD) instead because it is best of breed.
Yesterday, Cramer discussed how Best Buy is leveraging their growth by expanding international. Tuesday he discussed Textron Inc. (TXT). He feels that its Cessna unit will have large worldwide demand in the upcoming years. Honeywell (HON), a company that has been very successful at forecasting the aircraft business, predicts record sales of business jets, Cessna's "bread and butter." Cramer said the rest of the world will soon surpass America in business jet sales, which makes Textron a solid business-jet play.
Before Cramer started the Lightning Round, he recommended that holders of Baidu.com (BIDU) and Focus Media (FMCN) take some profits off the table. The holders of these stocks should sell half their holdings.
In the next segment, Cramer talked about a defense stock that was booted from the NYSE, but will profit from the new defense budget. The stock is Navistar (NAVZ.PK). Cramer also likes Cummins (CMI) and PACCAR (PCAR) in this sector, but Navistar has a lower multiple.
Next, Cramer had John Dioniso, the CEO of AECOM (ACM) on the phone. Cramer has been recommending the stock, and the company has been delivering profits so far. In his opinion, Cramer thinks Aecom is "money in the bank."
Sudden Death:
Brookfield Asset Management (BAM): "Keep buying!"
Spartan Motors (SPAR): No, buy Navistar (NAVZ.PK) instead.
Labels: ACM, BIDU, CBRL, CMI, EAT, FMCN, HON, Jim Cramer, Mad Money, Mad MOney Recap, MCD, NAVZ.PK, PCAR, TXT, WEN
posted by Stock Administrator @ 7:35 AM
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