Jim Cramer Blog

Erin Burnett hosted. Recession was the first topic of the show. Tobias Levkovich, a CITI equity strategist, says Tech sector is not headed toward a bubble. Also, when equipment orders are down, and companies are cutting capitol spending, it's a good time to buy chip stocks. Next, Steve Liesman speaks with President Bush. The President is urging business owners to offer free trade to their workers. Next, Google sees growth of 1000% since last year. Jeffery Lindsay of Bernstein Research says; he sees greater growth in Google’s overseas operation. The popularity of Google in Europe, as well as the hiring of European software engineers is the foundation for his prediction. Light bulbs were next. Chuck Swoboda of CREE says high performance light emitting LED's will make regular bulbs obsolete. A long lifetime and an eco-friendly light-emitting substance are the perks that they're aiming to appeal with. Cree’s LED's will be used in the swimming pool at the 2008 Olympics. Next, housing stocks still taking hits today. A homebuilding company; Beazer says that orders are down 58%, and that cancellations are up 68%. Next, after Gisele's story yesterday, the depreciation of the dollar has more people speculating on other currencies. Next, Under Armour (UA) CEO; Kevin Plank sells 1.5 million shares on Nov 1. Some are speculating that he has some doubts in his company. Despite a tough week [this week] and other CEO’s of other companies selling stock in possible preparation of problems to come, Kevin Plank assures everyone that selling shares is the main way that CEO’s make money. Stop trading with Jim Cramer was next. He says get out of Under Armour. Next, Pink slip software; Verve Optimize is a program that executives can use to fire employees. The software scans for possible lawsuit bi-products and tells you who you can fire within the company, without being sued. You can purchase this program for $100,000.

Labels: Beazer Homes USA Inc., CREE, homebuilders, street signs recap, UA

Citigroup (C) fell 5% Monday after news of more write-downs and CEO Chuck Prince’s departure. Charlie Gasparino joined the show to give his opinion on Citigroup. He thinks that Citigroup didn’t pop on the news of Prince leaving because Chairman Robert Rubin failed to communicate the new Citigroup vision that everyone on Wall Street was looking for. Macke thinks that Citigroup has to clear the deck and bring in somebody new to run the company.
Chartology: Technical analyst John Roque of Natexis Bleichroeder was on the show to give his analysis on the technical signs in the market. Roque still likes the longer term trend line on the S&P moving average. He predicts that the financials will be under performers for a long time. Roque also points out that the trend for oil, silver and gold remains up and if history is a guide that up trend will continue. He is positive about Newmont Mining (NEM) and thinks the stock can trade into the high $80’s.
Ethanol: Archer Daniels Midland (ADM) is set to report earnings on Tuesday. Najarian tells investors to look to at Deere (DE) and Bunge (BG) instead. Adami would rather be in Potash (POT) for an ethanol play.
IAC/InterActive Corp (IACI) announced plans Monday to split up into 5 separate companies. Also, Kraft (KFT) is looking to sell its Post cereal business for $2.8 billion. Finerman is happy with the news. Macke also likes Kraft's plans, but he wasn’t a big fan of IAC/InterActive’s plans to spin off divisions. Najarian thinks that Johnson & Johnson (JNJ) could benefit from a break up.
Technology: Google (GOOG) announces plans to create an open platform, Android, for the mobile phone market. Sun Microsystems (JAVA) falls after hours on lighter then expected revenue numbers. Macke thinks companies like VMware (VMW) and its technology could put JAVA out of business in the future. Dell (DELL) announced plans on Monday to buy virtualization software maker EqualLogic for $1.4 billion. Activision (ATVI) reports a second quarter profit as revenue soars.
Word on the Street: Time Warner (TWX) CEO Richard Parsons will step down on January 1st and be replaced by Chief Operating Officer Jeffrey Bewkes. Finerman likes the retail stocks better than financials. She bought call options on Friday and Monday on Crocs (CROX) and also thinks Under Armour (UA) and Dick’s Sporting Goods (DKS) are interesting here. PetroChina (PTR) topped $1 trillion in market cap surpassing Exxon Mobil (XOM). Adami likes that Chevron (CVX) preformed okay in a lousy tape today.
Pops & Drops
Pops -First Solar (FSLR) traded up 10% after hours on news of a $1 billion module supply contract.
Marvel Entertainment (MVL) traded up 16% on a strong profits report.
Mattel (MAT) traded up 4%
Ballard Power Systems (BLDP) traded up 12%
WellCare Health Plans (WCG) popped 22% on a 67% increase in profits.
Sysco (SYY) traded up 2% after reporting a 16% rise in profits.

Labels: ADM, ATVI, BG, BLDP, CROX, DE, DELL, DKS, Fast Money Recap, GOOG, IACI, JAVA, JNJ, MAT, MVL, NEM, POT, TWX, UA, VMW

Buy Diana Shipping (DSX), Jim Cramer said Wednesday on CNBC's Stop Trading! segment.
Cramer said the stock, up 9% off Tuesday's 12% plunge, remains a buy because of enormous demand in China.
Cramer also likes Under Armour (UA), off 3% on worries of rising inventory. "Yes, I would buy it," Cramer said.
Cramer also said Merrill Lynch (MER) "was a comedy that became a farce" just ahead of yesterday's cashiering of CEO Stan O'Neal, whereas Citi (C) -- which still employs embattled chief Chuck Prince -- remains for now a mere comedy.
Published By TheStreet.com

Labels: C, CNBC's Stop Trading, DSX, Jim Cramer, MER, UA

ValueClick (VCLK): Cramer said belongs to the same family of stocks as DoubleClick (DCLK), which Google (GOOG) is buying, and aQuantive, which Microsoft (MSFT) bought earlier this year. He was right about aQuantive and he believes he will be right about ValueClick. Microsoft might make this defensive acquisition of ValueClick, or there's a possibility Yahoo! (YHOO) could pick it up.
Jakks Pacific (JAKK), which has a lot of great toys, is that stock, he said. People should want this stock for its Hannah Montana, World Wrestling Entertainment (WWE) and Pokemon figurines. Cramer says is "irresistible," and could be bought as a trade or investment. It is trading at its growth rate and at "a big discount" to Hasbro (HAS) and Mattel.
On the Defensive Line
New York Giants defensive lineman Michael Strahan joined Cramer in the studio to tackle finance together. Strahan told Cramer he is very conservative and realistic about investing. Strahan also owns one stock, Under Armour (UA), which he said he got into during the company's IPO. Since buying Under Armour, Strahan said, his costs have been covered and he is operating on profits.
Mad Mail
Caterpillar (CAT): has substantial international exposure and is not a hostage of the U.S. GDP. This is part of the reason he likes Caterpillar so much. He owns it for his Action Alerts PLUS charitable trust.

Labels: CAT, JAKK, Jim Cramer, Mad Money, Mad MOney Recap, MSFT, UA, VCLK, YHOO

Bullish:
Coca-Cola (KO) or Pepsi (PEP)
Investools (SWIM): Cramer likes the stock.
Skyworks (SWKS): Cramer likes this stock and RF Micro (RFMD) until the end of the year, and then he thinks it will be time to get out.
Media (FMCN) or Baidu.com (BIDU).
Best Buy (BBY) instead of Circuit City.
Under Armour (UA): Cramer thinks this quarter is going to be good, and that UA is the place to be.
Aircastle (AYR): Cramer likes the good yield, but the stock is not exciting.
Kraft (KFT)
Oracle (ORCL) is the better software play.
Bearish:
Melco (MPEL): Cramer thinks that they know nothing about the casino business. "Sell, sell, sell!"
China Precision (CPSL): Cramer thinks this is a sell, and that you should go with Focus.
Circuit City (CC): Cramer thinks there is nothing there
Invesco (IVZ): Go with T. Rowe Price (TROW) instead.
Level 3 Communications (LVLT): Cramer thinks you should stay away and that he needs to have the CEO on the show.
Tellabs (TLAB): Don't Buy, Don't Buy, Don't Buy.
ADM (ADM): Cramer thinks that this is a lost company
Lance (LNCE): Don't buy
Red Hat (RHT): Cramer doesn't like Red Hat
Jones Soda (JSDA): Stay away from

Labels: AYR, BBY, BIDU, FMCN, Jim Cramer, KFT, KO, Lightning Round, Mad Money, ORCL, PEP, RFMD, SWIM, SWKS, UA

The crew at Fast Money discussed how retail stocks may be affected by the whipsaws of trading. Najarian pointed at that while stocks were down early, technology names recovered. According to Macke, investors shot first and didn't bother to ask the questions in the retail sector. Finerman feels something else besides fundamentals were at work with regards to the overall market sell off and the selling seen in retail stocks.
Target (TGT), Lowe's (LOW) and Wal-Mart (WMT) traded lower off the poor consumer confidence numbers. Adami thinks Target is worth a trade here.
Christmas Season:
Margret Brennan, CNBC's chief correspondent, thinks consumer electronics and retail accessories like handbags and shoes will be strong again this Christmas. She is looking at Wal-Mart and agrees with Adami on Target for a play on strong consumer electronics demand. Macke recommends Coach (COH). Adami suggests Saks (SKS). Najarian continues to favor athletic apparel maker Under Armour (UA)
Word on the Street
Existing home sales were reported on Tuesday and hit a five-year low. Finerman has concerns that Lennar (LEN) may have write-downs in the future, and that short-term trade is in order at Centex (CTX). Adami: if KB Home (KBH) trades down to a 52-week low on 10 million shares, buy it for a short-term trade. The strike at General Motors (GM) hit its second day on Tuesday as investors grow nervous of a stalemate. Najarian doesn't want to see the strike go more then five days. Adami's idea for an auto trade look is to look for a pullback in BorgWarner (BWA).
Technology Sector
Apple (AAPL) and Google (GOOG) hit new records as technology stocks continued to shine. Najarian says gadget stocks like Garmin (GRMN) and Research In Motion (RIMM) continue to be strong as well.
Chemical and Consumer Sectors:
Najarian: Likes Crocs (CROX), Monsanto (MON) and Digital River (DRIV).
Carter Worth: chief market technician at Oppenheimer, joined the crew to discuss his take on technical analysis in the markets. Says there is strength in materials, energy and industrial stocks, but that strength is being offset by weakness in consumer discretionary and financial stocks.
BHP Billiton (BHP) vs. Wal-Mart (WMT). BHP is killing WMT in performance. The second chart was Schlumberger (SLB) vs. UBS (UBS) and the third was Arcelor Mittal (MT) vs. Toyota (TM). UBS and MT are the out performers in the above three comparisons and BHP has room to go higher.
Pops & Drops
Pops -- ValueClick (VCLK) traded up 13% and Focus Media (FMCN) traded up 19%.
NAVTEQ (NVT) traded up 11%.
Tesoro (TSO) popped 3%. Adami is bearish on the refineries.
USEC (USU) popped 6%.
Drops -- Vonage (VG) plunged 34%
Whirlpool (WHR) fell 5%
Freeport McMoRan (FCX) fell 2%
Face2Face
Intercontinental Exchange (ICE) has fallen considerably from its high of $174. Is this an opportunity to accumulate a larger position, or is ICE's stock price reflecting slower growth? Finerman responds by noting that the exchanges are in play for M&A and this could draw in more investor interest for names like ICE.
Macke was asked his opinion on Chipotle Mexican Grill's (CMG). Macke likes CMG for a trade.
Final Trade
Macke favors eBay (EBAY).
Finerman prefers Comverse Technology (CVMT).
Najarian tells investors to play the online ad space with Digital River (DRIV).
Adami likes USEC (USU)

Labels: AAPL, CNBC, COH, CTX, Fast Money, GOOG, GRMN, LEN, LOW, RIMM, SKS, TGT, UA, WMT

Labels: ACAD, CHL, CROX, GS, Jim Cramer, LULU, Mad Money, MCD, NSTK, NVDA, PCAR, SBUX, UA, WB, XING, YUM

Bullish Calls:

Under Armour (NYSE: UA - News): 'I know the stock is up a lot ... but you know what? I am sticking by it.'Crocs (NasdaqGS: CROX - News)Texas Instruments (NYSE: TXN - News): 'I'd rather see you in Texas.'Analog Devices (NYSE: ADI - News)Intel (NasdaqGS: INTC - News): ' ... and more important, I would rather see you in Intel.'Consolidated Edison (NYSE: ED - News)Deere (NYSE: DE - News)Agrium (NYSE: AGU - News)Monsanto (NYSE: MON - News)Seaspan (NYSE: SSW - News)Eagle Bulk Shipping (NasdaqGS: EGLE - News)General Maritime (NYSE: GMR - News)Integrys Energy (NYSE: TEG - News): 'High-quality electricity and natural gas distributor with a 5% yield ... That one I particularly like.'NYSE Euronext (NYSE: NYX - News): 'The estimates are too low. The volume's been great. ... That's why I like the New York Stock Exhange.'Air Products & Chemical (NYSE: APD - News)
Bearish calls:
Atmel (NasdaqGS: ATML - News)Hansen Natural (NasdaqGS: HANS - News): 'I have to give it a Don'tBuy, because I can't figure out why it was up today.'Terra Nitrogen (NYSE: TNH - News): 'I'd rather see you in Deere or Agrium or don't forget Monsanto. Those are better.'American Electric (NYSE: AEP - News): 'I think it's a well-run company, but I've got ConEd.'Akamai (NasdaqGS: AKAM - News)GrafTech (NYSE: GTI - News): ' ... At $14, it's too high for me. I'm going to tell you not to buy it.'

Published By SeekingAlpha

Labels: ADI, AGU, APD, CROX, DE, ED, EGLE, GMR, GTI, INTC, Jim Cramer, Lightning Round, Mad Money, MON, NYX, SSW, TEG, TXN, UA

Here are 7 options to watch for today. This list comes directly from the TradingMarkets Options Indicators page. The list is created using OptionVue options analysis software.
Most Underpriced Calls: These are the most under priced calls of all stocks in our database. While the Equities Explosion List finds groups of calls for individual equities that are under priced, this list finds the most under priced individual calls. Thus, the options listed here will tend to be more severely under priced.

Goldman Sachs Oct 210.0 Calls (NYSE:GS - News). GS' PowerRating is 6.
Most Underpriced Puts: These are the most under priced puts of all stocks in our database. While the Equities Explosion List finds groups of puts for individual equities that are under priced, this list finds the most under priced individual puts. Thus, the options listed here will tend to be more severely under priced.
Under Armour Oct 55 Puts (NYSE:UA - News). UA's PowerRating is 7.
Most Overpriced Calls: These are the most overpriced calls of all stocks in our database. While the Equities Implosion List finds groups of calls for individual equities that are overpriced, this list finds the most overpriced individual calls. Thus, the options listed here will tend to be more severely overpriced.
Baidu.com Sep 250.0 Calls (NasdaqGS:BIDU - News). BIDU's PowerRating is 6.
Most Overpriced Puts: These are the most overpriced puts of all stocks in our database. While the Equities Implosion List finds groups of puts for individual equities that are overpriced, this list finds the most overpriced individual puts. Thus, the options listed here will tend to be more severely overpriced.
Bear Stearns Sep 85.0 Puts (NYSE:BSC - News). BSC's PowerRating is 6.
Stocks with Abnormal Call Volume: These are stocks which showed unusual call option volume not easily explained by arbitrage operations. The appearance of a stock on the Call Volume Alerts list suggests a possible takeover, extraordinarily good earnings report, or other news which may favorably affect the stock.
XM Satellite Radio (NasdaqGS:XMSR - News). XMSR's PowerRating is 5.
Stocks with Abnormal Put Volume: These are stocks which showed unusual put option volume not easily explained by arbitrage operations. The appearance of a stock on the Put Volume Alerts list suggests an extraordinarily negative earnings report, or other news which may negatively affect the stock.
Sherwin-Williams (NYSE:SHW - News). SHW's PowerRating is 5.
Abnormal Put/Call $ Volume: These stocks have the highest dollar put volume in relation to their call volume. These high ratios are indicative of extreme bearish sentiment in the underlying stock.
Capital One Financial (NYSE:COF - News). COF's PowerRating is 5.
PowerRatings are courtesy of www.PowerRatings.net

Labels: BIDU, BSC, COF, GS, SHW, stock options, UA, XMSR

Wall Street Casino: Cisco (NasdaqGS: CSCO - News), Under Armour (NYSE: UA - News), Coke (NYSE: K - News), Pepsi (NYSE: PEP - News), Level 3 Communications (NasdaqGS: LVLT - News)
Cramer compared the stock market to a poker table at the Fed's casino where Ben Bernanke can change the rules at will. Everyone thought John Chambers, CEO of Cisco, was bluffing when he said networking was strong and announced a big buyback five days before the end of the quarter, but it turned out he was holding a full house. Cramer doesn't think Cisco's luck has run out yet, and thinks LVLT also has a "hot" hand. Under Armour had a poker face all quarter and showed a straight flush. Everyone sees Coke and Pepsi's hand, comments Cramer, and they will always have three of a kind, which is good in the current environment. However, financials have such "crummy" hands that they don't even try to fake it anymore.

CEO Interview: Mackey McDonald, VF Corp. (NYSE: VFC - News)
Cramer praised VFC for focusing on its brands and for expanding overseas while the domestic retail sector has been challenged lately. McDonald said the consumer is still buying, but is concentrating on high-quality products. "having a portfolio of strong brands is extremely important," he added, "We're always looking for additional brands. We establish a target list of areas we're not strong in that we want to be strong in. We find the best brands to fit those needs and try to make the best acquisitions we can." Cramer says VFC doesn't need the American consumer to thrive.
Mad Mail: Hitting Home
When a viewer asked Cramer if a cut in interest rates will be bad for the dollar and harm investor holdings relative to the rest of the world, he said he doesn't care about dollars and tariffs, but is concerned about millions of Americans who are faced with the prospect of losing their homes.
Published By SeekingAlpha

Labels: CSCO, Jim Cramer, K, LVLT, Mad Money, PEP, UA, VFC

Running Away from Home: Bank Index (BKX)
Cramer would not only get out of housing stocks, he suggests investors may want to leave their homes altogether. This would be a "smart, right, rational" choice if home equity has declined 10%. He would also sell the Bank Index and mortgage companies; "the ripple effects extend pretty far and are pretty ugly."
What Works: Lululemon Athletics (LULU), Garmin (NasdaqGS: GRMN - News), Allergan (NYSE: AGN - News), Under Armour (NYSE: UA - News), Crocks (NasdaqGS: CROX - News), Raytheon (NYSE: RTN - News)
Cramer likes LULU, which was up on one of the market's darkest days. He also recommends GRMN, which rose 8 points and AGN because the "wheels of capitalism are greased by our need to have wrinkle-free skin." Cramer notes UA and CROX are both up and comments they have both been good trades, although he thinks UA will be better in the long run. His favorite defense pick, RTN, was "robbed" of reaching $60 after its report, but Cramer thinks its heading there.
CEO Interview: Jack Hartung, Chipotle Mexican Grill (NYSE: CMG - News)
Cramer asked Jack Hartung how the company is dealing with rising food prices. "It was worse by 100 basis points this quarter," he said, but stressed the rising prices are not affecting business because CMG uses higher quality food to begin with. Hartung mentioned two factors which are creating growth for CMG; "We look at the quality of real estate we can secure and the quality of managers we're developing." The company motivates managers by paying them a $10,000 bonus for every crew person they develop to become a manager. Cramer predicts the stock will rise tommorrow and would only sell when CMG has has three analyst upgrades (currently CMG has one upgrade).
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Labels: AGN, CMG, CROX, GRMN, Jim Cramer, Mad Money, RTN, UA

Bullish Calls:

Macy's (NYSE: M - News): 'I am still banking with Terry Lundgren. I am not running away. I think the company, at $40 bucks, represents good value. 'Nike (NYSE: NKE - News): ' ... that looks like it's going to break through $60 next week.'Under Armour (NYSE: UA - News): 'I prefer Under Armour (to Crocs) here.'Coca-Cola (NYSE: KO - News): 'If I'm going to buy a soda company, I'm going to buy Coca-Cola.'Intel (NasdaqGS: INTC - News): 'The quarter's fine. You can't get excited about it. The stock will percolate higher.'Centex (NYSE: CTX - News): 'The only one that seemed to have stopped building homes before it got really crucial and horrible was Centex. If you insist on bottom-fishing in the group, I want you in CTX.'AT&T (NYSE: T - News): 'You do not sell T.'Verizon (NYSE: VZ - News)Foster Wheeler (NasdaqGS: FWLT - News): 'Buy FWLT on the way down. That's how I would play it.'Gildan Activewear (NYSE: GIL - News): ' ... has tremendous momentum. It remains one of my favorite stocks. I want to own it. I want to hold it. I say that, down to $32, is a real buy.'Nastech Pharmaceuticals (NasdaqGM: NSTK - News): ' ... had two patents today. One on obesity. This is our favorite spec of the year now in biotech. $12.96. If you pay more than $13, you're wrong. I think it's the most exciting stock out there.'
Bearish calls:
Jamba (NasdaqGM: JMBA - News): 'I know it's got great buzz. That's not enough for me anymore. Not after the Jones Soda come down... I'm not playing!'Crocs (NasdaqGS: CROX - News): 'I think the near-term move has been made and I prefer Under Armour here.'DR Horton (NYSE: DHI - News)Toll Brothers (NYSE: TOL - News)Lennar (NYSE: LEN - News)Alcan (NYSE: AL - News)

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Labels: AL, CROX, CTX, FWLT, GIL, INTC, Jim Cramer, JMBA, KO, LEN, Lightning Round, M, Mad Money, NKE, NSTK, TOL, UA, VZ

Bullish Calls:
Apple (Other OTC: APPL.PK - News): 'I want you to buy more AAPL... People don't believe the power of this iPhone...- I think - goes to $150.'Canon (NYSE: CAJ - News)Under Armour (NYSE: UA - News): 'They're going to roll out their new women's line on Sunday night. I think you buy some UA tomorrow.'W.W. Grainger (NYSE: GWW - News): 'GWW may be one of those $80 to $100 to $120 stocks that I'm talking about... When will this stock get to $100? A few weeks. Stay long!'Varian Medical Systems (NYSE: VAR - News): 'It grows at 15%, and it's got a 24x multiple. There are some who think it's pricey. But integrated cancer care systems are where the action is ... that stock is off $12 from its high... I say going higher.'Hologic (NasdaqGS: HOLX - News)AT&T (NYSE: T - News): 'But T is the stock... go buy T. It's just a classic case of a well-run company with a good dividend that's doing well. Stay long T!'Verizon (NYSE: VZ - News)Bank of America (NYSE: BAC - News): ' One point downside, with a yield of about 4.6%... 4 points upside. That's a thing of beauty, risk/reward!'Genentech (NYSE: DNA - News): 'I'd like to see more of their numbers, but those look good.'Celgene (NasdaqGS: CELG - News): ' ... back on the move - thank you Bob Hugin - I think that one's great... buy, buy, buy!... Celgene, Nastech, Genentech, and then and only then, Amgen.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): '... a lot of people don't like that name. I think they'll be wrong.'Amgen (NasdaqGS: AMGN - News): ' Celgene, Nastech, Genentech, and then and only then, Amgen.'Costco (NasdaqGS: COST - News): ' ... the only retailer I'm going with, and that's it.'Baidu (NasdaqGM: BIDU - News)
Bearish calls:
Moody's (NYSE: MCO - News): 'This is what I call a classic battleground... smart people on both sides. That makes me say, you know what? It's too hard.'Whirlpool (NYSE: WHR - News): 'At $100, I want to buy it. At $120, I want to sell it. It's right in the middle of the range. It's too difficult for Cramer.'Tyco (NYSE: TYC - News): 'Let's take our profits there. I just don't see a lot of upside to TYC.'Casey's General Stores (NasdaqGS: CASY - News)Idaho General Mines (AMEX: GMO - News)
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Labels: AAPL, AMGN, BAC, BIDU, CAJ, CELG, COST, DNA, GWW, HOLX, Jim Cramer, Lightning Round, Mad Money, NSTK, UA, VAR, VZ

Eagle Bulk Shipping (NasdaqGS: EGLE - News): 'This company with an 8% yield is going higher. I've got to say, you've got a good one.'Crocs (NasdaqGS: CROX - News)Under Armour (NYSE: UA - News)Verizon (NYSE: VZ - News): ' ... I'd much rather own ... Verizon (than Smith Micro Software).'Morgan Stanley (NYSE: MS - News)WPP Group (NasdaqGS: WPPGY - News): 'Really terrific. ... I am going to endorse it. ... Europe's doing much better than America.'Barnes Group (NYSE: B - News): 'I endorse it. I think you should buy some Barnes.'BE Aerospace (NasdaqGS: BEAV - News)Cnooc (NYSE: CEO - News): 'I am going to get behind any oil stock in the world. ... I like your Cnooc. I think that goes higher.'PetroChina (NYSE: PTR - News): 'I have liked PetroChina more than this (Cnooc) ... "I am going to get behind any oil stock in the world.' ValueClick (NasdaqGS: VCLK - News): 'It's been stalled here. ... At $30, I still like it. ... I'm staying bullish.'Goldman Sachs (NYSE: GS - News): ' ... pull the trigger on Goldman Sachs.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): 'To back away from the stock at $11 is a major league mistake ... going to go much higher.'Celgene (NasdaqGS: CELG - News)Helmerich & Payne (NYSE: HP - News): 'This is one of the most unsung drilling oil and gas stocks that there is. ... This one's got a lid on it because it's too domestic. ... You know what? I think HP is cheap. ... How could a 30% grower only have a 10 multiple? The answer is the market's wrong.'Chesapeake Energy (NYSE: CHK - News) Mastercard (NYSE: MA - News): 'I actually prefer MasterCard on a pullback than Discover right here.'
Bearish calls:
Starbucks (NasdaqGS: SBUX - News): 'This is a quality control problem. ... Basically, you can't grow that fast. I remain in the Don'tBuy mode.'Heelys (NasdaqGM: HLYS - News): 'I am bearish on Heelys.'Smith Micro Software (NasdaqGM: SMSI - News): 'I think you've got too much hype here. I've got to throw the flag. ... It's a decent story ... Your stock is too speculative.'Discover Financial Services (NYSE: DFS - News): 'I'm not behind Discover.'The Blackstone Group (NYSE: BX - News): 'I'm not a fan of Blackstone.'Boston Scientific (NYSE: BSX - News)Align Technology (NasdaqGM: ALGN - News)

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Labels: B, BEAV, CELG, CEO, CHK, CROX, EGLE, GS, HPQ, Jim Cramer, Lightning Round, MA, MS, NSTK, PTR, UA, VCLK, VZ, WPPGY

Isdell Adds Life to Coke (NYSE: KO - News)
Continuing his series on "transformational CEOs," Cramer discussed Neville Isdell who transformed the "has been" company into one that is looking beyond carbonated beverages to new growth opportunities. Under previous management, Coke missed the opportunity to buy Quaker Oats and Gatorade, which was purchased by its nemesis, Pepsi. After losing significant ground, Coke is back, and its last quarter was " a wonder to behold," said Cramer. The company is expanding internationally and Cramer calls Coke Zero a "success story." He thinks this is just the beginning of Coke's comeback.
Related: David Neubert thinks Neville Isdell is overpaid.
Next Week's Game Plan: Game Stop (NYSE: GME - News), Analog Devices (NYSE: ADI - News), Target (NYSE: TGT - News), CA (NYSE: CA - News), Dick's Sporting Goods (NYSE: DKS - News), Under Armour (NYSE: UA - News), Nike (NYSE: NKE - News)
Cramer would buy GME ahead of its Wednesday report, but only if it is down on Monday or Tuesday, and he also suggests buying ADI before its Tuesday report. He would pick up TGT and CA before they report earnings on Wednesday and would buy more TGT after Wednesday. Cramer would invest in UA and NKE before DKS reports on Wednesday.
Risky Delphi (Other OTC: DPHIQ.PK - News)
Although Delphi is bankrupt, trades on pink sheets and is around only $2 a share, three qualities he avoids in any stock, Cramer thinks "this company might have something big going on." First, Cerberus Capital Management and Appaloosa Management are offering Delphi a deal that would help get the company out of bankruptcy and may bring the stock up double. While Highland Capital Management values Delphi even higher, Cramer thinks the first deal is more likely to materialize. The stock is too risky for Cramer, who sees a two down, five up scenario; "but the two down could come first." However, he thinks Delphi may have an interesting story for the risk-takers.
Published By SeekingAlpha

Labels: ADI, CA, DKS, Jim Cramer, KO, Mad Money, NKE, TGT, UA

Microsoft (NasdaqGS: MSFT), aQuantive (NasdaqGS: AQNT), Yahoo (NasdaqGS: YHOO): Cramer calls MSFT's bid to buy AQNT at $6 billion a "game changer," and he doesn't see any reason why it wouldn't also buy YHOO for $50 billion. The bid may usher in the beginning of a "land grab against Google." While Cramer wouldn't buy a down company solely because of a potential takeover, he notes YHOO has great traffic and thinks the stock could reach $34 immediately if CEO Terry Semel takes a "permanent vacation."
Verizon (NYSE: VZ), Dicks Sporting Goods, (NYSE: DKS), UnderArmour (NYSE: UA): Cramer wished a good weekend to the Citigroup analyst who upgraded VZ, but added he is "late," and the good news at the company is not new. Cramer predicts DKS' conference call will indicate a comeback for UA which is "done going down."
Baker Hughes (NYSE: BHI), Canetic Resources Trust (NYSE: CNE), Nabors (NYSE: NBR - News), Halliburton (NYSE: HAL), Grant Pridecos (NYSE: GRP), Grey Wolf (AMEX: GW): On BHI's report of rising rig counts, Cramer sees a growth in natural gas drilling which had been "written off," and he would take a look at CNE, NBR, HAL, GRP and even GW.

Labels: AQNT, BHI, CNE, DKS, GRP, GW, HAL, Jim Cramer, Jim Cramer's Stop Trading, MSFT, NBR, UA, VZ, YHOO