Bullish calls:Yamana Gold (
AUY): ' I have walked away from KRY and endorsed AUY.'Hydril (
HYDL): 'As long as oil is north of $40, you are going to be safe there, because it just doesn't make any sense not to use hydro products. I am buying that stock.'DirecTV (
DTV): 'I happen to like DTV. I happen to like DISH. These are cash machines ... The government approves of the duopoly.'EchoStar Communications (
DISH): 'I endorse DISH too.'Marvell Technology (
MRVL): 'There is not a single semiconductor, save MRVL*, which I own for my charitable trust, because I think they've got good iPhone business.'Jones Soda (
JSDA): 'I bank with JSDA. You know I like JSDA. That's an up stock. I still can't believe Pepsi still hasn't taken a run at them.'State Street (
STT): 'This is one those banks that does processing, therefore it gets a higher valuation. 52-week high today, and I'm not backing away. It goes still higher!'British Airways (
BAB)
Bearish calls:
Crystallex (
KRY): ' ... we do not invest with Chavez. He has proven to be a recalcitrant, pseudo-communist! We are not banking with him anymore.'TiVo (
TIVO): ' I know TIVO's going to be in Comcast, and all that other nonsense... The bottom line is TIVO is 'don't buy, don't buy.' Having recommended a sale outright higher, I don't want to push my luck, but I don't want you in the stock. 'Advanced Semiconductor Engineering (
ASX): 'I don't like that. That's another also-ran semi play ... I do not want to own semis here.'Select Comfort (
SCSS): 'I have stayed away from the bed business ... I am putting a pox on all beds! Stay away! Sell, sell, sell! 'Sealy (
ZZ): 'I think ZZ was a mistake by me. 'Tempur Pedic (
TPX)CenterPoint Energy (
CNP): 'CNP is just okay. It's a 3.5% yield ... But basically, I like the utilities here, so I can't dis' it. Let me give it a 'don't buy, don't buy.'Nuance Communications (
NUAN): 'No! No, no! Sell, sell, sell, sell, sell, sell, sell! ... I say no to speech recognition.'Western Union (
WU): 'I am still in 'don't buy, don't buy,' because I worry about the immigrants being told they can't do what they want, so they may be afraid to go to Western Union.'
Published By SeekingAlpha
Labels: ASX, AUY, BAB, CNP, DISH, DTV, HYDL, Jim Cramer, JSDA, KRY, Lightning Round, Mad Money, NUAN, SCSS, STT, Tivo, TPX, WU, ZZ