Jim Cramer Blog

Cramer Cries Foul:
United Technologies (UTX), Microsoft (MSFT), Honeywell (HON), IBM (IBM), Fluor (FLR), Union Pacific (UNP), CSX (CSX)
Cramer declared he was sick and tired of taking abuse from people who say I've gotten it wrong, specifically Robert Samuelson who wrote in a recent Newsweek article that Cramer advocates rate cuts only to create a short-term lift for stocks. Cramer argued he has been advocating rate cuts for a year, and band-aid stimulus packages that give away taxpayer monies that we don't have are not the solution. Instead, he advocates a rate reduction of 1.75% and said the Fed was unsophisticated, arrogant and incredibly reckless. Cramer said in the current environment, he would consider buying UTX, MSFT, HON, IBM, FLR, UNP, CSX.
Excuses, Excuses: Motorola (MOT), Nokia (NOK)
Sometimes a loser company's excuses can bring down good companies. Cramer cited MOT, which reported abysmal numbers last week, admitted mobile sales were down 38% and blamed the economy. As a result, there was a huge selloff of MOT and NOK, even though NOK reported a 44% increase in sales, bigger market share and strength in foreign markets. Nokia should not be punished for Motorla's sins, particularly since MOT makes products no one wants to buy and lacks vision.
CEO Interview: Emanuel Chirico of Phillips-Van Heusen (PVH) also with stocks Liz Claiborne (LIZ), VF Corp (VFC), Jones Apparel (JNY)
Cramer says retail is the place to be if there will be another rate cut and mentions he likes LIZ, VFC and JNY in addition to PVH. Emanuel Chirico said although his company was one of the first in the sector to issue warnings about a sluggish consumer, PVH recently beat its estimates by two cents a share. While inventories are up slightly, Chirico highlighted PVH's successful buyback program and its renaming Continental Airlines Area to Izod Arena, which will be a strong marketing tool. While Cramer likes all the retail names he mentioned, he adds PVH is the cheapest in the group.
Published By SeekingAlpha

Labels: CSX, FLR, HON, IBM, Jim Cramer, JNY, LIZ, Mad Money, MOT, MSFT, NOK, PVH, UNP, UTX, VFC

Here are 7 stocks for traders for Wednesday from TradingMarkets.com:
Intel (NasdaqGS:INTC - News) beat earnings expectations on Tuesday afternoon, announcing $0.31 EPS over an expected $0.30 EPS. INTC's PowerRating (for Traders) is 6.
AMB Property (NYSE:AMB - News) beat earnings on Tuesday after the close, announcing $0.99 EPS over an expected $0.82 EPS. AMB's PowerRating (for Traders) is 7.
Altria (NYSE:MO - News) reports earnings on Wednesday morning before the bell, with analysts looking for $1.14 EPS. MO's PowerRating (for Traders) is 5.
Coca-Cola (NYSE:KO - News) should report $0.68 EPS before the market opens on Wednesday morning. KO's PowerRating (for Traders) is 5.
JP Morgan Chase (NYSE:JPM - News) is looking to announce $0.91 EPS on Wednesday morning before the market opens. JPM's PowerRating (for Traders) is 5.
Analysts will be watching for Piper Jaffray (NYSE:PJC - News) to report $0.56 EPS on Wednesday morning. PJC's PowerRating (for Traders) 7.
United Tech (NYSE:UTX - News) should announce $1.16 EPS on Wednesday morning. UTX's PowerRating (for Traders) is 6.

Labels: AMB, Hot Stocks, INTC, JPM, KO, MO, PJC, UTX

Cramer talked about three stocks that could benefit this week from the weak dollar. Coca-Cola (KO), which Cramer expects to hit $60 next week. The stock closed at $57.80.
Next is United Technologies (UTX), which Cramer said should "handily" beat its numbers with its great overseas exposure. Lastly, there is Altria (MO), which he also owns for his Action Alerts PLUS and which he believes is still the cheapest stock on the Dow Jones Industrial Average. Cramer also said that Citigroup (C) CEO Chuck Prince could be out of his position next week. Market players should consider getting into Citigroup by Friday.
BEA Systems (BEAS) got a massive takeover bid from Oracle (ORCL), something Cramer said he's been predicting would happen for a while. Activist investor Carl Icahn told Cramer that he was "right on" with his predictions. Icahn also said he feels Motorola (MOT) has "great value" and should be split up.
UBS (UBS) - Cramer told viewers that when a stock reports bad news and still goes higher, it's telling people it has bottomed and is ready to go much higher. He said that the bad news had been priced in the stock and now it is ready to go higher.
Tutogen Medical (TTG). On speculation Friday, Cramer said that although the stock is less than $1 away from its 52-week high, it looks like Tutogen could be headed up on deals with other companies. Cramer likes the stock, because it's likely it will get a bid from Zimmer Holdings (ZMH).
Cramer welcomed Chicago Bear linebacker Hunter Hillenmeyer on his show. When Hillenmeyer asked Cramer about Las Vegas Sands (LVS), Cramer pointed out the management there is "extraordinary." However, he believes Wynn (WYNN) is running the best casino in Macau. Cramer advised taking a little off the table. Next, he suggested Hillenmeyer consider selling JetBlue (JBLU) on Monday and buying more NYSE (NYX), which Cramer owns for his charitable trust, below $80

Labels: BEAS, Jim Cramer, KO, Mad Money, Mad MOney Recap, MO, ORCL, UBS, UTX

Honeywell (NYSE: HON - News), Corning (NYSE: GLW - News), Schlumberger (NYSE: SLB - News), United Technologies (NYSE: UTX - News) and Boeing (NYSE: BA - News): After Friday's selloff which was sparked by a trading glitch, Cramer took another look at companies with outstanding earnings reports, and concluded HON, GLW and SLB are buys as well as UTX and BA which benefitted from overseas exposure. Cramer believes if the glitch had not happened, there might have been a rally on Friday instead of a selloff.

Labels: BA, GLW, HON, Jim Cramer, Jim Cramer's Stop Trading, SLB, UTX

The major market averages all slipped on the session as rising fears about subprime loans hit the street. However, stocks were able to pare much of their losses late in the day. Oil continued to strengthen climbing above $75 a barrel, finishing the day up $1.03.
The consumer price index, which excludes food and energy, rose 0.2% this month, the Labor Department said. The rise was in line with what Wall St. had expected. Also in economic news, the Commerce Department reported that building permits dropped to an annual pace of 1.406 million last month, the lowest level in a decade.
The earnings parade was in full force today, with a number of big-cap players reporting results. Banking behemoth JP Morgan Chase (NYSE: JPM - News) reported Q2 earnings of $4.23 billion, or $1.20 a share, up from $3.54 billion, or 99 cents a share, a year earlier. On the top line, JP Morgan reported revenue of $18.91 billion, representing year-over-year growth of 25%, and coming in well ahead of analyst estimates for revenue of $17.62 billion. JP Morgan's EPS for the quarter easily surpassed the consensus estimate of $1.09. Despite the strong quarter the shares fell -2.4% due to a -10% profit slide in its Financial Services unit, which was dragged down by troubles in home equity loans.
Altria Group (NYSE: MO - News) posted earnings of $2.22 billion, or $1.05 a share, as revenues rose 9.7% to $18.8 billion fueled by strong results at its international tobacco business. The stock fell -1.0%, however, after it lowered fiscal 2007 earnings estimates. It now expects to post EPS, including charges, of $4.05-4.10 compared to the $4.20-4.25 previously thought. Subscribers can read our analysis of Altria Group in today's issue.
Another Dow component, United Technologies (NYSE: UTX - News), reported robust earnings of $1.15 billion, or $1.16 a share. Sales rose to $13.9 billion from $12.26 billion a year earlier on strength in its commercial aerospace business. Chip and technology giant Intel (Nasdaq: INTC - News), meanwhile, reported a mixed quarter when it said net income in the second quarter rose 44% from year-ago levels to $1.28 billion, or 22 cents a share. Revenue came in at $8.68 billion, a rise of 8%. However, a decline in gross margins to 46.9% sent shares down -4.8%.
Pharmaceutical powerhouse Pfizer (NYSE: PFE - News) said net income plunged -48% due to a -13% fall in sales of cholesterol drug Lipitor. Net income was $1.27 billion, or 18 cents a share, below a profit of 33 cents a year earlier. Revenue dropped -5.6% to $11.1 billion, lower than a forecast of $11.5 billion. Excluding restructuring and acquisition costs, EPS would have been 42 cents a share, below analyst estimates of a profit of 50 cents a share. Shares slipped -3.2%. Subscribers can read our analysis of Pfizer in today's issue.
Internet giant Yahoo (Nasdaq: YHOO - News) said profit came in at $160.6 million, or 11 cents a share, which matched analyst estimates, but was down -2% from year-ago levels. Total revenue for the second quarter modestly rose to $1.7 billion from $1.58 billion in the year-ago period. Subscribers can read our analysis of Yahoo in today's issue. Shares of Macy's (NYSE: M - News) surged 7.6% on an otherwise sour session on a report that Kohlberg Kravis & Roberts was mulling a bid for the retailer valued at around $24 billion.
By Bullmarket.com Staff

Labels: INTC, JPM, M, MO, pfe, UTX, YHOO

Here are 7 stocks for traders for Wednesday from TradingMarkets.com:
Altria (NYSE:MO - News) reports earnings on Wednesday before the market opens; watch for $1.13 EPS. MO's PowerRating is 6.
CIT Group (NYSE:CIT - News) is expected to report $1.35 EPS before the bell on Wednesday. CIT's PowerRating is 6.
JP Morgan Chase (NYSE:JPM - News) should report $1.08 EPS on Wednesday before the bell. JPM's PowerRating is 5.
Lufkin Industries (NasdaqGS:LUFK - News) is looking to announce $1.19 EPS tomorrow morning. LUFK's PowerRating is 6.
When Pfizer (NYSE:PFE - News) announces earnings before the market opens on Wednesday, look for $0.50 EPS. PFE's PowerRating is 4.
Southwest Air (NYSE:LUV - News) should announce $0.22 EPS on Wednesday morning. LUV's PowerRating is 5.
United Tech (NYSE:UTX - News) is expected to announce $1.15 EPS on Wednesday morning before the action begins. UTX's PowerRating is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: CIT, Hot Stocks, JPM, LUFK, LUV, MO, pfe, UTX

Next Week's Game Plan: Coke (NYSE: KO - News), Intel (NasdaqGS: INTC - News), United Technologies (NYSE: UTX - News), Freeport McMoRan Copper & Gold (NYSE: FCX - News), Honeywell (NYSE: HON - News), Johnson Controls (NYSE: JCI - News), Caterpillar (NYSE: CAT - News), Schlumberger (NYSE: SLB - News), Merrill Lynch (NYSE: MER - News), Wells Fargo (NYSE: WFC - News), JPMorgan Chase (NYSE: JPM - News), Bank of America (NYSE: BAC - News) and Citigroup (NYSE: C - News)
Cramer expects better-than-expected earnings from the following companies, and would buy before their reports next week: KO, INTC, UTX, FCX, HON, JCI, CAT and SLB. Since banks are "on a mission to show that there is no slowdown" and are likely to raise their dividends and buy back stock, Cramer would buy MER, WFC, JPM, BAC and C prior to their earnings reports.
That 80s Show: Boeing (NYSE: BA - News), Caterpillar (NYSE: CAT - News), ConocoPhillips (NYSE: COP - News), Energizer (NYSE: ENR - News), Air Products & Chemicals (NYSE: APD - News), Apache (NYSE: APA - News), Terex (NYSE: TEX - News)
"I've discovered alchemy," declared Cramer, noting the six stocks (BA, CAT, COP, ENR, APD and APA) he has discussed this week in connection with his theory (that stocks at $80 go to $100 and then to $120) are up an average of 5.2%. On Friday, Cramer added TEX to the list, since it is around $80 and will benefit from the "wild bull market" of infrastructure and machinery. He doesn't regard CAT as a rival, since "Terex's bread and butter is in aerial work platforms" which are not produced by CAT. He is not worried about competition from Manitowoc in the crane business.
Incredibly Risky Play: GeoEye (NasdaqGM: GEOY - News)
Cramer recommended GEOY as an "incredibly risky play" which is not for IRA money, but could have a major upside. Although it is the biggest commerical satellite company, GEOY has yet to make a profit. However, Cramer thinks outsourcing demands and Google Earth might make this company profitable, not to mention its main competitor is not a publicly traded stock. According to Cramer, the stock could double on the successful commission of a new satellite. However, the date has been deferred once, and if the satellite does not go up when expected, GEOY "could get hammered." While he urges caution, Cramer says GEOY is a great speculative stock.

Published By SeekingAlpha

Labels: APD, BA, BAC, CAT, COP, ENR, FCX, HON, INTC, JCI, Jim Cramer, JPM, KO, Mad Money, MER, SLB, TEX, UTX, WFC

More Dow Picks: Pfizer (NYSE: PFE), Procter & Gamble (NYSE: PG), United Technologies (NYSE: UTX), Verizon (NYSE: VZ ), Wal-Mart (NYSE: WMT), Walt Disney (NYSE: DIS)
Cramer says PFE is "stuck" and owning the stock is a bit like owning a bond with a tad more upside. He admits he was too bullish on PG when he predicted it could go to $67 on the weak dollar and organic growth. However, Cramer says he wasn't bullish enough on UTX which is doing well internationally and is in "hyper-drive." He predicts UTX is headed to $73. Cramer also admits he underestimated VZ's fiberoptics and its wireless, and he would buy it for its yield and growth in spite of its 14% rise. WMT should go to $52 but not higher, predicts Cramer, as long as CEO Lee Scott is in charge. While he likes DIS, he thinks its parks will be casualty to gas prices and the success of its Pirates of the Caribbean film is priced into the stock.
Call Me Darling (AMEX: DAR)
Cramer says Darling is "as speculative as it gets" with one business that transforms animal fats into oil and a restaurant business. DAR is "en fuego," but Cramer would wait for a big selloff before buying. After that, DAR needs more analysts covering it before it tops off, and Cramer predicts the stock will go "through the roof" when it moves into the renewable energy sector. Like Tyson, DAR could go into biodiesel, but it will get pummeled first, and when it does, Cramer would buy.

Game Plan for the Coming Week: Polo Ralph Lauren (NYSE: RL), Costco (NasdaqGS: COST), Sears (NasdaqGS: SHLD)
Cramer would stay away with tech, and would move into retail. He recalled RL got "creamed" after its last quarter, which was excellent, but which led to a selloff because of a negative perception about the company's guidance. Therefore, Cramer would buy half a position before RL reports and half after. While he praises COST as a "delivery machine" he believes the company will continue to be misunderstood, and would buy after its earnings report. Cramer suggests pickkng up SHLD if it gets pummeled, and if not, to wait for the next drop in the stock.

Labels: COST, DAR, DIS, Jim Cramer, Mad Money, pfe, PG, RL, SHLD, UTX, VZ, WMT

Seagate (NYSE: STX):Far from thinking Seagate has bottomed, Cramer said the disk drive company still "has lower written all over it" and would stay away from the entire group in spite of low prices.
J.C. Penney (NYSE: JCP ), Polo Ralph Lauren (NYSE: RL) , Kohl's (NYSE: KSS), United Technologies (NYSE: UTX): Cramer declares JCP a "multiyear story" because of Sephora cosmetics and the private label deal with RL, and would give the retailer the benefit of the doubt in spite of its lackluster quarter. Cramer comments JCP and KSS are stores which make customers feel "they're richer than they are." He predicts JCP will be up to $85 from $81.50. He added UTX has the earnings power to go to $70 from $66.

Labels: JCP, Jim Cramer, Jim Cramer's Stop Trading, KSS, RL, STX, UTX

Lights, Camera, Auction: Sotheby's (NYSE: BID)
Even though it has doubled from where he recommended it last year, Cramer still likes BID as an inflation stock and as a play on conspicuous consumption. When an inflation threat looms, it is time to pick up gold and collectibles, comments Cramer, and this auction house has seen a dramatic run up of 31% in four weeks, strong earnings growth, with numbers on the low end. While some may suspect that the huge auction in May is already priced into the stock, Cramer thinks the market is not behaving rationally, and would buy BID, sell it when the auctions begin on May 8, and pick it up again on a weakness for those who want BID as an investment.
Fertile Hopes: Mosaic (NYSE: MOS) and CF Industries (NYSE: CF)
Cramer commented the rest of the world is leaving the US behind when it comes to nuclear energy, and urged investors take a look at MOS or CF as speculative stocks. Both companies have the technology to turn phosphates from fertilizer into uranium. Although they have not been discussing this technology openly, Cramer thinks MOS and CF are being "coy" and will want to profit from uranium's rise to $113 per pound. Although Cramer wouldn't mind buying CF even after its big move, he prefers MOS, since "Mosaic is the largest producer of phosphate on earth," Cramer said. He thinks both companies are worth buying as long as uranium stays over $50 and would invest soon "before the market starts to price in the new uranium upside" for them.

Next Week's Game Plan: Saks (NYSE: SKS - News), Federated Department Stores (NYSE: FD ), Steel Dynamics Inc. (NasdaqGS: STLD), Coca-Cola Co. (NYSE: KO), Wells Fargo & Co. (NYSE: WFC) and Washington Mutual Inc. (NYSE: WM), Annaly Capital Management (NYSE: NLY), United Technologies Corp. (NYSE: UTX), eBay Inc. (NasdaqGS: EBAY), American Standard Companies, Inc. (NYSE: ASD), Harley Davidson (NYSE: HOG - News), Quest Diagnostics (NYSE: DGX), Schering-Plough Corp. (NYSE: SGP), intuitive Surgical Inc. (NasdaqGS: ISRG), Schlumberger Limited (NYSE: SLB), Grey Wolf (AMEX: GW)
While SKS and FD are down because of disappointing quarters, Cramer reiterated his suggestion to give the companies the benefit of the doubt and would buy them on Monday. He commented STLD is in a "sweet spot" and is the perfect takeover target which would buy under $45. A "total breakout quarter" is in store for KO on Tuesday, according to Cramer, who points out that KO is an ideal weak dollar stock with good prospects in Japan, and he suggests paying up to $50.85. Cramer is wary of WM and WFC which have mortgage exposure and would hedge by picking up NLY. He admits UTX "humiliated" him when it rose as he was bearish, and now that he is impressed with the stock, Cramer calls it a "gift" below $65. On Wednesday, Cramer's "favorite internet stock" and value play, Ebay reports. Cramer would buy ASD before it splits next quarter and would not be intimidated by CEO Fred Poses' selling of the stock, since the move was planned. On the other hand, HOG has too much inventory, and Cramer calls it a heartbreaking stock. Thursday a "really big day,"Cramer commented, adding Quest Diagnostics has gone up, but is still cheap. He believes the takeover rumors and says, " I don't think you can afford not to be in DGX." Cramer also likes SGP which he believes is going to $30. He sees a "blowout" coming for ISRG because of its advanced surgery technology. Finally, Cramer would get into SLB if it is below $75 on Friday, because he predicts a "monster quarter." He would own SLB for a trade up to $80. In his "Mad Mail" segment, Cramer called the land driller GW "no good" and said "You have to be offshore."
Published By SeekingAlpha

Labels: ASD, bid, CF, DGX, Ebay, FD, GW, HOG, Jim Cramer, KO, Mad Money, MOS, SGP, SKS, SLB, STLD, UTX, WFC, WM

Here are 7 stocks for traders for Monday from TradingMarkets.com:
Arena Resources (NYSE:ARD - News) announces earnings Monday before the market opens; watch for $0.46 EPS. ARD's PowerRating is 4.
Merix (NasdaqGM:MERX - News) reports earnings after the bell Monday, with analysts looking for $0.12 EPS. MERX is not PowerRated due to volume constraints.
United Technologies (NYSE:UTX - News) made an offer to acquire the electronic security division of Rentokil Initial for $1.17 billion. UTX's PowerRating is 6.
Eli Broad and Ron Burkle bested Sam Zell's $8 billion the takeover offer for Tribune (NYSE:TRB - News) by $1 a share. TRB's PowerRating is 5.
Oil prices are near their highs for this year. Watch oil producers and energy stocks like Conoco-Phillips (NYSE:COP - News), Exxon Mobil (NYSE:XOM - News) and the US Oil Fund (AMEX:USO - News). COP's PowerRating is 6, XOM's PowerRating is 5 and USO's PowerRating is 3.
PowerRatings are courtesy of PowerRatings.net

Labels: ARD, COP, MERX, TRB, USO, UTX, XOM

Bullish:
Supervalu (NYSE: SVU - News):' ... is doing really well.'Safeway (NYSE: SWY - News): ' ... my personal favorite, which is SWY, because they've got the Blackhawk card - which is the prepaid card - that I think is taking America by storm!'ValueClick (NasdaqGS: VCLK): 'VCLK is worth $35, if Doubleclick is worth $2 billion... It's at $26 right now. So, I would tell you that VCLK has just hit the ball out of the park repeatedly ... It grows at 20%. It sells at 30x earnings. Let's pull the trigger on VCLK, just based on the Doubleclick perspective deal.'American Capital Strategies (NasdaqGS: ACAS): ' ... it does specialty finance, and it's very hard to figure out where they're invested in... It's a little bit of a black box, but they have done a very good job over time ... I am no longer critical ... 8% yield... (buzzer sounds)... ACAS is a good deal.'Allscripts Healthcare Solutions (NasdaqGS: MDRX): 'We have liked this stock for a long time. Anything that makes the medical system more friendly, more inexpensive... is a win ... I am reiterating buy right here.'United Technologies (NYSE: UTX - News): 'I like UTX very much. I think that George Dane is a great CEO. I want to pull the trigger.'Goodyear Tire (NYSE: GT - News): ' ... is fabulous here at $31. They did the pension thing ... I want to keep buying that stock.'NYSE (NYSE: NYX - News): 'Wow! The deal closes April 4th. It's at $93.'
Bearish calls:
Ahold (NYSE: AHO - News): ' 52-week high. This is a worst-of-breed company that's trying to come back from a series of tragic errors....I would take my profits here.'Blockbuster (NYSE: BBI - News): 'Look, Antioco (former CEO) is the guy who brought me to the stock... I have been suspicious. I have been skeptical... But he left! ... And I'm a seller of BBI! Sell, sell, sell!'Acadia Pharmaceuticals (NasdaqGM: ACAD): ' ... it is making a gigantic, gigantic comeback, because of the schizophrenia drug. That's a very hard illness to deal with, very hard to cure. That's why I am saying take the gain! Sell, sell, sell.'
Published By SeekingAlpha

Labels: ACAD, AHO, BBI, GT, Jim Cramer, Lightning Round, Mad Money, MDRX, NYX, SVU, SWY, UTX, VCLK

Here are 7 stocks for traders for Monday from TradingMarkets.com:
Arena Resources (NYSE:ARD - News) announces earnings Monday before the market opens; watch for $0.46 EPS. ARD's PowerRating is 4.
Merix (NasdaqGM:MERX - News) reports earnings after the bell Monday, with analysts looking for $0.12 EPS. MERX is not PowerRated due to volume constraints.
United Technologies (NYSE:UTX - News) made an offer to acquire the electronic security division of Rentokil Initial for $1.17 billion. UTX's PowerRating is 6.
Eli Broad and Ron Burkle bested Sam Zell's $8 billion the takeover offer for Tribune (NYSE:TRB - News) by $1 a share. TRB's PowerRating is 5.
Oil prices are near their highs for this year. Watch oil producers and energy stocks like Conoco-Phillips (NYSE:COP - News), Exxon Mobil (NYSE:XOM - News) and the US Oil Fund (AMEX:USO - News). COP's PowerRating is 6, XOM's PowerRating is 5 and USO's PowerRating is 3.
PowerRatings are courtesy of PowerRatings.net

Labels: ARD, COP, Hot Stocks, MERX, TRB, USO, UTX, XOM

The Nightmare is Over: Boeing (NYSE: BA - News), United Technologies (NYSE: UTX - News), Deere (NYSE: DE - News), Ingersoll-Rand (NYSE: IR - News), Freeport-McMoRan (NYSE: FCX - News), Caterpillar (NYSE: CAT - News)
"The crisis - our short national nightmare - is over!" announced Cramer, reminding viewers of his prediction that the Fed would blink and cut rates. He felt that the removal of the line about "additional firming" from the Fed statement was responsible for the rally in the market on Wednesday and says the final third of the market, comprised of minerals, is hitting bottom. Cramer would aggressively buy cyclical stocks right now and named BA, UTX, DE, IR, FCX and CAT.
Gentlemen Prefer Haynes International (NasdaqGM: HAYN)
Cramer notes Haynes brought a secondary offering to the market, will be able to clean up its balance sheet and start moving. HAYN is a high-performance metals company, and is the cheapest member of the "red hot sizzling club" which includes Titanium Metals and RTI. Haynes is a fresh stock for analysts who are starved for a new name, said Cramer; "The demand for its product is only exceeded by the demand for its stock!"
Sugar-Free Danish: Novo Nordisk (NYSE: NVO - News)
Defensive stocks were performing "fabulously" on Wednesday, and Cramer would keep an eye on drug stocks, but not the American names. Cramer likes Danish company NVO which has 50% of the international market in diabetes treatment. NVO has "some of the best" insulin products, is selling human insulin inexpensively, has patent-protection and is not hampered by competition from generics. Cramer predicts the stock will move from $88.71 to $100.

Shopping for Wal-Mart (NYSE: WMT - News) with stocks Sears Holdings (NasdaqGS: SHLD), JC Penney (NYSE: JCP - News), Kohl's (NYSE: KSS - News)
On Tuesday, a University of Texas student made the bullish case for Wal-Mart because of new store design in Plano Texas. Cramer gave his response on Wednesday, and said he is bothered by the fact that Wal-Mart is a stock analysts claim to hate, yet 16 out of 28 still like it. Cramer doesn't see the company remodeling stores aggressively, and while he admits WMT is cheap on a price-to-earnings basis, he can't accept the fact that WMT is so well liked and its stores are boring places to shop. However, he promoted WMT from a triple sell to a "don't buy, don't buy!" and recommended other retail stocks: SHLD, JCP, KSS.

Mad Mail: Google (NasdaqGS: GOOG), Nastech Pharmaceuticals (NasdaqGM: NSTK), Wendy's (NYSE: WEN - News), Tim Horton's (NYSE: THI - News), McDonald's (NYSE: MCD - News), Chipotle Mexican Grill (NYSE: CMG - News)
Concerning Google, Cramer thinks its YouTube acquisition, far from being a sign of overexpansion, was “brilliant" and if it weren't for the Viacom lawsuit, the stock would be sitting at $470 or $480. Cramer would stay with NSTK at $10, noting it is the only company working on autism. When a caller asked about WEN and THI, Cramer suggested selling both and picking up MCD and especially CMG.
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Labels: BA, CAT, CMG, DE, FCX, HAYN, IR, JCP, Jim Cramer, KSS, Mad Money, MCD, NVO, THI, UTX, WEN, WMT

Labels: CAT, DD, ELX, Jim Cramer, Mad Money, MSFT, UTX, VIA, WHR

Pharmaceutical maker Merck declined 62 cents to $44.51 on the New York Stock Exchange, continuing a rocky week. The maker of osteoporosis treatment Fosamax and Singulair for asthma and allergies on Tuesday said fourth-quarter profit plunged 58 percent.
Aluminum maker Alcoa declined 46 cents to $32.34 on the Big Board, giving up Thursday's gain.
Microsoft, which saw several large block trades during the session, indicating institutional trading, fell despite an upgrade from Banc of America Securities to "Buy" from "Neutral." Shares were down 25 cents, to $30.31 on the Nasdaq.
Wal-Mart Stores Inc., the world's largest retailer, added 50 cents to $48.28 on the NYSE, ahead of its same-stores-sales report on Saturday. The metric, which gives totals for monthly sales in stores open at least a year, is considered the best gauge of a retailer's health.
Drug maker Pfizer Inc., also seeing several large block trades, added 17 cents, to $26.79.
Telecommunications company Verizon Communications Inc. climbed 32 cents to $38.32 on the NYSE.

Labels: AA, MCD, MRK, MSFT, pfe, UTX, VZ, WMT

Bullish calls:
Yamana Gold (NYSE: AUY - News)Freeport-McMoRan (NYSE: FCX - News): 'I'm endorsing it. Let's buy some.'Cemex (NYSE: CX - News): 'They want to be a monopolist when it comes to cement. They want to own North America, and you know what? They're going to do it. Cemex even right here still goes higher.'Microsoft (NasdaqGS: MSFT): ' I have morphed into a Steve Ballmer fan. ... The stock is going to be stalled right here, but I do like it.'Hewlett-Packard (NYSE: HPQ - News)Comcast (NasdaqGS: CMCSA): 'I'm going to send you to Brian Roberts at Comcast.'Level 3 Communications (NasdaqGS: LVLT)Adobe Systems (NasdaqGS: ADBE): 'People think I'm wrong on Adobe. ... Adobe is stalled; that was a great quarter. ... I just know that it is biding time; 38 is a way station going to 45.'Halliburton (NYSE: HAL - News): 'Halliburton's quarter was good. They're buying back a huge amount of stock. 'mon back [buy]'Volcano (NasdaqGM: VOLC): 'Medical devices rock.'United Technologies (NYSE: UTX - News): '...back and bigger than ever. Heating, ventilation and air conditioning.'American Standard (NYSE: ASD - News)
Bearish calls:
American Oriental Bioengineering (NYSE: AOB - News): '...this stock is running too far. I want to do a Don'tBuy. Maybe if it comes down...'Anixter International (NYSE: AXE - News)Chesapeake Energy (NYSE: CHK - News): 'Problematic ... every time it goes up to 32, 33, we get that inevitable selling.'Mannatech (NasdaqGS: MTEX)AnnTaylor Stores (NYSE: ANN - News)

Labels: ANN, AOB, ASD, AUY, AXE, CHK, CX, FCX, HAL, HPQ, Jim Cramer, Lightning Round, Mad Money, UTX

Most Under Priced Calls: These are the most under priced calls of all stocks in our database. While the Equities Explosion List finds groups of calls for individ