Jim Cramer's Mad Money Lightning Round Aug. 21st
Bullish Calls:
Aecom Technology (NYSE: ACM - News): 'This may be the cheapest of the infrastructure plays.'Jacobs Engineering Group (NYSE: JEC - News): ' ... at $61, should have been bought today... buy, buy, buy! Infrastructure rocks, as does agriculture!'Wachovia (NYSE: WB - News): 'They just raised the dividend, and they said that the bad loans are under control.'Schlumberger (NYSE: SLB - News): 'SLB, to me, is the cheapest. It went down today, along with the whole group. I feel like you can trade up to quality... you can trade up to SLB.'Transocean (NYSE: RIG - News)Tata Motors (NYSE: TTM - News): 'I think, at $15, TTM makes a huge amount of sense.'E*Trade Financial (NasdaqGS: ETFC - News): 'I would buy some here, and let it come down a bit ... There are many companies that have really bad exposure to this mortgage stuff. ETFC is not one of them.'American Capital Strategies (NasdaqGS: ACAS - News): 'I think that this company is a survivor... a lot of people have tried to call it out a lot of times. They're not going to be successful.'Hudson City Bancorp (NasdaqGS: HCBK - News): 'I think we're in dangerous territory with FSLR. Don't buy, don't buy.'Level 3 Communications (NasdaqGS: LVLT - News): 'I like LVLT for one reason... because I believe there's going to be a bandwidth shortage ... I am picking this as a long-term speculation and, when we run out of bandwidth, I'm not backing away.'Tessera Technologies (NasdaqGS: TSRA - News): 'I thought the quarter was going to be good. I got the quarter wrong. I like the story longer term. now, in the low $30s, I would definitely buy it.'Principal Financial Group (NYSE: PFG - News): 'A very cheap stock ... I really like this stock. I was going to buy it for my charitable trust... I didn't get a chance.'LCA-Vision (NasdaqGS: LCAV - News): 'Upgraded today by Raymond James... a big buyback coming... just finished a buyback. I like it.'IBM (NYSE: IBM - News)
Neutral calls:
Dean Foods (NYSE: DF - News): 'This has become a very problematic story and I've got to tell you something... don't buy, don't buy... I don't think it's over, and the company doesn't think the pain's over too.'Banco Popular (NasdaqGS: BPOP - News)Parker Drilling (NYSE: PKD - News)Foster Wheeler (NasdaqGS: FWLT - News): 'On a day like today, up $7, sell, sell, sell... on the conference call, they made it very clear that contracts were lumpy...every time the stock runs a little, I think it's going to run into selling pressure.'First Solar (FSLS)
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Aecom Technology (NYSE: ACM - News): 'This may be the cheapest of the infrastructure plays.'Jacobs Engineering Group (NYSE: JEC - News): ' ... at $61, should have been bought today... buy, buy, buy! Infrastructure rocks, as does agriculture!'Wachovia (NYSE: WB - News): 'They just raised the dividend, and they said that the bad loans are under control.'Schlumberger (NYSE: SLB - News): 'SLB, to me, is the cheapest. It went down today, along with the whole group. I feel like you can trade up to quality... you can trade up to SLB.'Transocean (NYSE: RIG - News)Tata Motors (NYSE: TTM - News): 'I think, at $15, TTM makes a huge amount of sense.'E*Trade Financial (NasdaqGS: ETFC - News): 'I would buy some here, and let it come down a bit ... There are many companies that have really bad exposure to this mortgage stuff. ETFC is not one of them.'American Capital Strategies (NasdaqGS: ACAS - News): 'I think that this company is a survivor... a lot of people have tried to call it out a lot of times. They're not going to be successful.'Hudson City Bancorp (NasdaqGS: HCBK - News): 'I think we're in dangerous territory with FSLR. Don't buy, don't buy.'Level 3 Communications (NasdaqGS: LVLT - News): 'I like LVLT for one reason... because I believe there's going to be a bandwidth shortage ... I am picking this as a long-term speculation and, when we run out of bandwidth, I'm not backing away.'Tessera Technologies (NasdaqGS: TSRA - News): 'I thought the quarter was going to be good. I got the quarter wrong. I like the story longer term. now, in the low $30s, I would definitely buy it.'Principal Financial Group (NYSE: PFG - News): 'A very cheap stock ... I really like this stock. I was going to buy it for my charitable trust... I didn't get a chance.'LCA-Vision (NasdaqGS: LCAV - News): 'Upgraded today by Raymond James... a big buyback coming... just finished a buyback. I like it.'IBM (NYSE: IBM - News)
Neutral calls:
Dean Foods (NYSE: DF - News): 'This has become a very problematic story and I've got to tell you something... don't buy, don't buy... I don't think it's over, and the company doesn't think the pain's over too.'Banco Popular (NasdaqGS: BPOP - News)Parker Drilling (NYSE: PKD - News)Foster Wheeler (NasdaqGS: FWLT - News): 'On a day like today, up $7, sell, sell, sell... on the conference call, they made it very clear that contracts were lumpy...every time the stock runs a little, I think it's going to run into selling pressure.'First Solar (FSLS)
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Labels: ACAS, ACM, BPOP, DF, ETFC, FWLT, HCBK, IBM, JEC, Jim Cramer, LCAV, Lightning Round, LVLT, Mad Money, PFG, PKD, SLB, TSRA, TTM, WB





