Jim Cramer Blog

Bullish calls:
Aecom Technology (NYSE: ACM): 'This is the sleeper next infrastructure play. ... It's done nothing yet, and that's about to change, and I think it goes higher.'Medarex (NasdaqGM: MEDX)Acadia Pharmaceuticals (NasdaqGM: ACAD) Nastech Pharmaceutical (NasdaqGM: NSTK)Hain Celestial Group (NasdaqGS: HAIN): ' Surprised it's not rallying here. Too closely linked in people's minds to Whole Foods. Let's buy some Hain.'Downey Financial (NYSE: DSL):' ... the only savings and loan I am recommending in this great country of ours is DSL Downey Financial.'Peabody Energy (NYSE: BTU)
Bearish calls:
Perficient (NasdaqGS: PRFT): 'Too dangerous ... Don'tBuyDon'tBuy.'CB Richard Ellis Group (NYSE: CBG): 'I've never really understood the value ...'McAfee (NYSE: MFE): 'Don'tBuy. ... I would let it go down.'TFS Financial (NasdaqGS: TFSL): 'Not the right moment for these savings and loans ... 'Optium (NasdaqGM: OPTM): 'Too many companies in the space for video bandwidth.'Akamai Technologies (NasdaqGS: AKAM)Limelight (NasdaqGM: LLNW)
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Labels: ACAD, ACM, AKAM, BTU, CBG, DSL, HAIN, Jim Cramer, Lightning Round, LLNW, Mad Money, MEDX, MFE, NSTK, OPTM, PRFT, TFSL

Symbol
Name
Last Trade
Change
Volume
Related Info
NOVC
NOVACEA, INC.
12.74 4:01PM ET
2.26 (15.07%)
3,182,666

NEP
NEPHROS INC.
1.45 3:59PM ET
0.25 (14.71%)
8,300
OPTM
OPTIUM CORPORATION
13.53 4:00PM ET
2.16 (13.77%)
1,890,284

SBEI
SBE INC
2.02 3:59PM ET
0.31 (13.48%)
16,894

CLN
CELSION CORP
6.12 4:00PM ET
0.83 (11.94%)
212,600

BIG
BIG LOTS INC
31.49 4:00PM ET
4.11 (11.54%)
8,792,011
TXCC
TRANSWITCH CP
1.72 4:00PM ET
0.20 (10.42%)
2,700,378

DCAP
DCAP GROUP INC
2.37 3:59PM ET
0.26 (9.89%)
1,500
CSLMF
CONS MERCANTILE
1.10 3:01PM ET
0.12 (9.84%)
100
EMAK
EMAK WORLDWIDE
3.2020 3:59PM ET
0.3480 (9.80%)
16,484
BTH
BLYTH INC S2
27.39 3:59PM ET
2.83 (9.36%)
944,480
LTEC
LOUD TECHNOLOGS
6.6799 1:44PM ET
0.6501 (8.87%)
6,464

EML
EASTERN CO
29.26 3:59PM ET
2.84 (8.85%)
50,900

VSE
VERASUN ENERGY CORP
15.19 4:00PM ET
1.46 (8.77%)
2,359,952
ACY
AEROCENTURY CP
16.31 4:00PM ET
1.37 (7.75%)
16,100

CTU
CHAD THERAPEUTICS
2.0142 3:27PM ET
0.1758 (8.03%)
11,700

MCZ
MAD CATZ INTERACTIVE
1.1700 3:59PM ET
0.1000 (7.87%)
1,862,000
TWP
TREX CO INC
19.99 3:59PM ET
1.69 (7.80%)
696,400

AVR
AVENTINE RENEW ENRGY
16.86 3:59PM ET
1.33 (7.31%)
1,436,800

Labels: ACY, AVR, BIG, BTH, CLN, CSLMF, CTU, DCAP, EMAK, EML, LTEC, MCZ, NEP, NOVC, OPTM, SBEI, TWP, TXCC, VSE

Amgen (NasdaqGS: AMGN): 'Worst is over ... we've seen the stock go from 55 to 60 ... Let's buy some Amgen.'GOL Linhas Areas Inteligentes (NYSE: GOL - News): 'At 28, we got a gift here. ... Brazil is up 28% for the year. We had a little profit-taking. Pull the trigger. Make your move.'Bank of America (NYSE: BAC - News): 'Feels real good to me here. ... at 51 with a 4.3% yield, you are going to make money.'Jones Soda (NasdaqCM: JSDA): 'We have seen the stock triple. ... 20 it goes to 30. Down 4, do we start buying it again? Yeah, I would buy Jones Soda down here.'American International Group (NYSE: AIG - News): 'I own AIG, up nicely but not enough. Every day I go home and curse Hank Greenberg ... because he's constantly selling the stock. ... if he would ever stop selling, the stock would go to 75.'Flowserve (NYSE: FLS - News)Rigel Pharmaceuticals (NasdaqGM: RIGL)Nastech Pharmaceutical (NasdaqGM: NSTK): 'I would rather do Nastech.'Cemex (NYSE: CX - News): 'Cemex is going to have a monopoly on cement by the time they're done.'Homex Development (NYSE: HXM - News)PDL BioPharma (NasdaqGS: PDLI)United Online (NasdaqGS: UNTD)Vertex Pharmaceuticals (NasdaqGS: VRTX)Lundin Mining (AMEX: LMC - News): 'When that stock got to 10, once again the hate mail so thick that I was just swimming in it. ... I am just one first-class masochist. I backed the truck up to that name. And that's why it's at a 52-week high.'
Bearish calls:
First Marblehead (NYSE: FMD - News): 'Up 2 bucks in reaction to the big selloff yesterday, but SellSellSell.'Optium (NasdaqGM: OPTM): 'Like the high bandwidth, optical networking, but Don'tBuy. This group is too hard for me.'Peabody Energy (NYSE: BTU - News): 'Just went from 38 to 48. ... I think that BPU pulls back to 45, and that's where you do it .'
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Labels: AIG, BAC, BTU, CX, FLS, FMD, GOL, Hot Stocks, HXM, Jim Cramer, JSDA, Lightning Round, LMC, Mad Money, NSTK, OPTM, RIGL, UNTD

Gilead Sciences (NASDAQ: GILD - News), Thermo Fisher Scientific (NYSE: TMO - News)
Cramer would buy GILD before Tuesday's J.P. Morgan Healthcare Conference, which should give the stock a bounce. Cramer thinks that 2007 will be a good year for biotech in general, and he comments that GILD has a great pipleline and "the best portfolio of HIV drugs on the market." However, The Street is not yet comfortable with GILD's Myogen acquisition, and once fears are put to rest at the conference, Cramer predicts that there will be increased interest in the stock. Cramer would also buy TMO before the company makes its presentation at the conference at 11 a.m on Tuesday, and this "coming out party" and its merger with Fisher Scientific should have a beneficial effect on the stock. Cramer calls TMO the "premier arms supplier to the whole pharmaceutical business" and although it is not a pure play, its end markets are strong. He notes that analysts have been "falling over themselves" to raise estimates, and they still don't realize what a "powerhouse" TMO is, since it will be able to cut costs, increase margins and see 32% growth in 2007. "It's the biggest, the best and deserves to trade at a premium to other life sciences companies," Cramer said, noting that it is cheaper than its rivals.
Related: Gilead paid a high premium to acquire Myogen.
Optium (NASDAQ: OPTM - News)
Cramer declared that OPTM was the most overlooked IPO of 2006 because it was unfairly lumped together with other telcos. He would pick up this "overlooked and written off" stock because it has a triple play of internet, TV and radio. In addition, it is the "optical infrastructure play we have been hoping for, " and has tripled its backlog. Since OPTM is speculative, Cramer suggests doing research before buying, and says that those who find the company's technology hard to understand should move on to something else.
Related: Tiernan Ray discusses Optimum's IPO and other optical stocks.
CEO Interview: Peter Marrone, Yamana Gold (AMEX: AUY - News)
Cramer asked Peter Marrone to explain how AUY has such low finding costs and why it is a good option for those who want to invest in gold stocks rather than in gold itself. Marrone explained that Yamana has large mines, and thanks to the size and scope of operations, AUY can produce gold at a low cost. He went on to say that the cash cost of producing AUY's gold is low because of its byproduct credits from copper production, and that its costs for 2007 to 2008 will actually be negative. When Cramer asked about potential acquisitions, Marrone replied that there may be some opportunities in Latin America once AUY's stock price is consistent with its peers. Cramer recommended AUY as a strong gold stock.
Related: The Wall Street transcripts roundtable on gold stocks for 2007.
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Labels: AUY, GILD, Jim Cramer, Mad Money, OPTM, TMO