  |
|
| |
|
|
MadMoneyLightningRound.com -
Stock
Picks...
Your one-stop site to read
the entire week of Lightning
Round
Stock Picks & Comments by
Mad Money's Jim Cramer |
| |
|
Jim Cramer's Mad Money
Lightning Round
Stock Picks for the Week of
7/19/10
See all specific stock picks
and comments below...
See the previous week's LIGHTNING
ROUND picks
here >>
. . . .
.
 |
Now Live!
The Stock Homework
new website has
just launched!
See it here... |
|
■ ■
■
■ ■
■ ■
■
■ ■ |
|
|
|
|
|
|
Lightning Round
Stock Picks and Comments
for:
Monday, July 19, 2010
(see all Lightning Round
stock picks/comments below
for this night... ) |
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name & Jim's
Comments: |
|
 |
JEC |
36.51 |
Jacobs Engineering Group,
Inc. (JEC)
Jim:
You know I do not like… look,
first of all let me back up… I
happen to like the
infrastructure stocks.. I happen
to like what Ward ? said today
about spending on the
infrastructure.. .that would be
huge… it is exactly what Dan
DiMicco says, who is a friend of
the show… now here is the
problem… I think that Jacobs
Engineering is not the highest
quality… I like
Fluor Corporation (FLR),
symbol FLR… whose orders have
bottomed and are turning up… I
would pull the trigger on Fluor…
I also read a really interesting
piece about
Shaw Group Inc. (SHAW)
over the weekend… Shaw is doing
really well… so Fluor and then
Shaw and then you can have the
others… I keep waiting for
Foster Wheeler (FWLT)
to go under $20 and then
pull the trigger…
but we are not there yet.
|
|
|
FLR |
43.10 |
Fluor Corporation (FLR)
See JEC comments above for:
FLR*
|
|
|
SHAW |
31.79 |
Shaw Group Inc. (SHAW)
See JEC comments above for:
SHAW
|
|
|
FWLT |
21.80 |
Foster Wheeler (FWLT)
See JEC comments above for:
FWLT
Price target to buy: Under
$20.00
|
|
 |
GILD |
32.91 |
Gilead Sciences Inc.
(GILD)
Jim:
Well in full disclosure, I sold
that company higher…I am not
bragging about it… it did not do
well for me, and when I say me,
I mean
ActionAlertsPlus,
I invest in a charitable trust,
I tell you what I am about to do
before I do it… here is the
problem… Gilead made an
acquisition… people do not think
that it is panning out… they had
remarkable news about an age
drug… you would think that the
stock should be up $3 or $4...
but the reason that the
charitable trust bought it was
because of that age drug… the
stock has just plummeted here…
and I have got to tell you that
I do not think that it is that
bad to own… but, I got to tell
you, this is a disliked stock
and if the market turns and
decides that it does not like
the drugs… this thing is going
to go even lower.
|
|
|
PWER |
8.82 |
Power-One Inc. (PWER)
Jim:
Look, anything that is going to…
you know this company is a
renewable.. this reduces energy
consumption… that is a winner… I
think that you have got a
winner.. you know why I say that
though? You described it as a
spec… if you had said that I
think this company is going to
be around for a long time and do
this really long term fantastic
thing like a
Sociedad Quimica (SQM),
which is a lithium producer…
then I would say okay, okay,
that is okay if it is a blue
chip or something like that…
yours is a spec… and I think
that it works.
|
|
|
KFT |
28.83 |
Kraft Foods Inc. (KFT)
Jim:
I think that
ConAgra (CAG)
has better management… I think
that ConAgra has better growth
prospects… the reason why you
would own Kraft is because they
are able to take costs out of
the Cadbury deal… but I decided
to sour on Kraft… why? Because
Warren Buffett, Warren Buffett
soured on Kraft… if he soured on
it, who am I to say that it is
fine? Warren Buffett is the best
that has ever been… if he does
not like it, I do not like it… I
do not want to stick with it.
|
|
|
CAG |
23.77 |
ConAgra (CAG)
See KFT comments above for:
CAG
|
|
|
|
|
|
[verbatim recap]
[ End of the Lightning Round segment ]
|
|
|
|
|
|
|
|
|
BACK TO TOP |
|
|
|
|
|
|
|
Lightning Round
Stock Picks and Comments
for:
Tuesday, July 20, 2010
(see all Lightning Round
stock picks/comments below
for this night... ) |
|
|
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name & Jim's
Comments: |
|
|
WLT |
67.07 |
Walter Energy Inc. (WLT)
Jim:
It is finally going up… you see
this was a China play… now when
China slowed down, this whole
group got mastered… WLT too… I
stayed too long in this thing… I
was all bored the whole way… and
then boom, this thing got
chopped… but now it is coming
back… and I have got to tell you
that I am no longer with them
myself… WLT is a good China
play… so is
CSX Corp. (CSX)
for that matter.
|
|
|
CSX |
50.61 |
CSX Corp. (CSX)
See WLT comments above for:
CSX
|
|
|
FWLT |
22.63 |
Foster Wheeler (FWLT)
Jim:
Well, I was going over with Will
Gabrielski , my friend who works
at Greicher, and we recognize
that there are problems with
Foster Wheeler… that there
business is not, that there back
log is not where we would like
it to be… vs. FFluor Corporation (FLR)…
I would sell Foster Wheeler and
buy FLR, with a back logs bottom
going up… and looks fantastic
right now… much stronger story
than Foster Wheeler.
|
|
|
FLR |
44.38 |
Fluor Corporation (FLR)
See FWLT comments above for:
FLR
|
|
|
FCX |
64.32 |
Freeport-McMoRan (FCX)
Jim:
Until we got a soft landing in
China, I was very concerned that
Freeport would miss the quarter…
copper is coming back, I follow
that thru the JJC if you want to
know… and I think that Freeport
has bottomed… so I will, after
some trepidation, now recommend
Freeport… I do like other
Chinese plays better… including
Chinese consumer plays like
Yum! Brands (YUM)…
where I thought the quarter was
good… but Freeport I will bless.
|
|
|
YUM |
41.15 |
Yum! Brands (YUM)
See FCX comments above for:
YUM
|
|
|
CTEL |
9.88 |
City Telecom HK Ltd.
(CTEL)
Jim:
I was amazed that this thing
could collapse the way that it
did… because this is a very
strong story… Hong Kong tell..
and I think that it should be
bought… actually, I think there
is nothing really wrong with the
story… it should be higher not
lower… I think that it is part
of the malice in China that is
lifting.
|
|
|
POT |
98.02 |
Potash (POT)
Jim:
Okay, Potash is a Chinese
play…now that we know the
Chinese are coming back and
buying product… now, I am not a
fertilizer fan, but if you had
to buy a fertilizer company,
that is the best of breed… What
do I like? I like Deere… because
I like to have a big panoply of
a machinery company that is high
quality… rather than the
commodity that happens to be
fertilizer.
|
|
|
DE |
60.69 |
Deere & Co. (DE)
See POT comments above for:
DE
|
|
|
MON |
57.61 |
Monsanto (MON)
Jim:
Monsanto is up almost 10 points
since they reported at the last
quarter… Now, here is what
happened, it is important to
recognize this… now I have hated
Monsanto since we put it in the
sell block in the $70’s… the
estimates finally got so low
that Monsanto can beat them… and
that was the trigger to buy… now
the stock is up in a straight
line… I would like to wait until
it is below $55... but the
expectations are washed out and
the stock is finally okay to
buy… that is $20 points dodged
if you listen to our Sell Block.
Price target to buy MON:
Below $55.00
|
|
|
CRUS |
18.15 |
Cirrus Logic Inc. (CRUS)
Jim:
Well, I have got to tell you,
after we saw
Apple (AAPL*)
tonight, Cirrus is the provider…
remember we had the CEO on… this
is one of our biggest winners on
Mad Money … one of our biggest
winners ever… Here is what I
say... hold onto it… going to a
52 week high… going to break
through $18... Cirrus Logic
remains a stock, I said when it
was at $11, $12 could double…
and I still think that… I want
to stick with Cirrus Logic… I
want to stick with Apple.
|
|
Now available, Jim
Cramer's
ActionAlerts, where
he tells subscribers
ahead of time by
email what he's
going to buy or
sell.
Learn
more... |
|
|
[verbatim recap]
[ End of the Lightning Round segment ]
|
|
|
|
|
|
|
|
|
BACK TO TOP |
|
|
|
|
|
Lightning Round
Stock Picks and Comments
for:
Wednesday, July 21, 2010
(see all Lightning Round
stock picks/comments below
for this night... ) |
|
|
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name & Jim's
Comments: |
|
|
SNDK |
42.12 |
SanDisk Corp. (SNDK)
Jim:
SanDisk is the flash play on
Apple (AAPL*)…
Let me give you the derivative
plays, had we had a better day I
would have focused on them and
some other things…
Cirrus Logic Inc. (CRUS),
SanDisk and
Skyworks Solutions Inc. (SWKS)…
all make sense for me… as well
as
ARM Holdings, plc (ARMH)…
all plays on the power of Apple…
I would have much more on Apple
but Bernanke then spoiled all of
the things that I wanted to say.
|
|
|
CRUS |
18.56 |
Cirrus Logic Inc. (CRUS)
See SNDK comments above for:
CRUS
|
|
|
SWKS |
17.21 |
Skyworks Solutions Inc. (SWKS)
See SNDK comments above for:
SWKS
|
|
|
ARMH |
13.89 |
ARM Holdings, plc (ARMH)
See SNDK comments above for:
ARMH
|
|
|
IP |
23.49 |
International Paper (IP)
Jim:
Oh man, Mr. Faraci is doing a
great job… you know that is a
company that truly recognizes
that there is not a lot of
growth in America… so what do
they do? They move, they move to
where the growth is… to Russia,
to Brazil, to Asia… also there
is a big , remember there is a
bull market in packaging… we
nailed that one… and that is
including IP.
|
|
|
CYT |
49.86 |
Cytec Industries Inc. (CYT)
Jim:
Exceeded the estimates… like
doubled the estimates… that is a
company that I have liked from
inception… you know that I like
the chemical companies too…
PPG Industries Inc. (PPG*)
we had just a terrific quarter
from them… that chemical group
is so on fire and yet Goldman
Sachs downgraded the group last
week… Goldman let me in on the
secret… was it the same secret
that told you to sell Brown
Foreman?
|
|
|
PPG* |
64.80 |
PPG Industries Inc. (PPG*)
See CYT comments above for:
PPG*
|
|
|
SFY |
25.89 |
Swift Energy Co. (SFY)
Jim:
Swift is really good… as a
matter of fact, I am surprised
that Swift has come down so
much… because it is that good… I
think that you have got a good
stock… I would love to have
management on because Swift is
really intriguing to me… I say
that knowing that my sincerity
has got to be challenged because
I hate the Rockies so much… and
they are going to make the play
offs too.
|
|
|
MSFT |
25.12 |
Microsoft (MSFT)
Jim:
I thought that you were going to
say in my lifetime… of which I
was going to have to give you a
very retroactive answer… I think
that no, it will not go over $30
by (October)… I think that we
would be lucky if the stock goes
to $26, $27... that would be
terrific… maybe they boost the
dividend… maybe do something
really big… but it is not my
favorite… if you want software…
let’s explain the real software
company in this world… and it is
not a real software company the
way that we know it… that is
Salesforce.com (CRM)…
which is a buy down .96c… I want
you to not stick with Microsoft…
I want you to stick with
Salesforce.com.
|
|
|
CRM |
92.16 |
Salesforce.com (CRM)
See MSFT comments above for:
CRM
|
|
|
|
|
|
|
|
|
|
|
BACK TO TOP |
|
|
|
|
|
Lightning Round
Stock Picks and Comments
for:
Thursday, July 22, 2010
(see all Lightning Round
stock picks/comments below
for this night... ) |
|
|
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name & Jim's
Comments: |
|
Now available, Jim
Cramer's
ActionAlerts, where
he tells subscribers
ahead of time by
email what he's
going to buy or
sell.
Learn
more... |
|
|
DVN |
na |
Devon Energy (DVN)
Jim:
Yes! Larry Nichols has got
that balance sheet!... So
beautiful, he can do what he
wants. He can go natural gas, he
can go more oil if he wants. He
is the guy in the cat bird's
seat. I'm with Larry... buy,
buy, buy! Buy some Devon.
|
|
 |
NVDA |
na |
NVidia Corporation (NVDA)
Jim:
Alright. Now let's under each
other. What did I say on
NVidia... just so we know,
because it's about to... It's
about to report. Here's what we
know... We know this... We know
that NVidia did not have a good
first half. I am recommending it
for the second half, not the
first half, so this quarter
won't be any good. I don't think
so. I am saying buy after the
second half of the year... buy,
buy, buy!
|
|
|
DECK |
na |
Deckers Outdoor Corp. (DECK)
Jim:
Hey man, okay... Deckers
reported after the close, and I
am going to do what I do for all
companies... I am going to say,
until I listen to the conference
call... not the headlines...
until I listen to the conference
call... I am not going to give
you an answer on Deckers. It
looked good on the surface, but
I don't know.
|
|
|
RAX |
na |
Rackspace Hosting, Inc (RAX)
Jim:
No, no, no, no. I'd rather see
you in F5, up $10, if you want
to have a play on growth of the
net, or for servers, you can be
in
Salesforce.com (CRM)
or
VMware (VMW).
Both are better than Rackspace.
|
|
|
CRM |
na |
Salesforce.com (CRM)
See RAX comments above for:
CRM
|
|
|
VMW |
na |
VMware (VMW)
See RAX comments above for:
VMW
|
|
|
|
Now available, Jim
Cramer's
ActionAlerts, where
he tells subscribers
ahead of time by
email what he's
going to buy or
sell.
Learn
more... |
|
|
Get The Wall
Street
Journal for
75% off!
[official
site] |
|
|
|
|
|
|
|
|
|
|
|
|
BACK TO TOP |
|
|
|
|
|
|
|
Lightning Round
Stock Picks and Comments
for:
Friday, July 23, 2010
(see all Lightning Round
stock picks/comments below
for this night... ) |
|
|
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name & Jim's
Comments: |
|
Note:
This night's
Lightning
Round did
not occur as
it was a
replay
episode.
No fresh
stock picks.
Thank you.
|
|
Now available, Jim
Cramer's
ActionAlerts, where
he tells subscribers
ahead of time by
email what he's
going to buy or
sell.
Learn
more... |
|
|
|
|
|
|
|
|
|
|
|
|
|
BACK TO TOP
Complete Mad Money Recap
site
here >>
|
|
Symbol keys: |
|
 |
A Charitable Trust stock.
- An asterisk next to a
stock symbol indicates that
Jim mentioned it is a stock
that he manages within
his
charitable trust portfolio.
You can see the complete
portfolio
of stocks
here >> |
|
|
|
Thumbs up - indicates
he would buy the stock or,
at the very least, not sell
the stock. We do our
best to interpret Jim's
opinion on stocks, as we
think it is indicated by his
comments during the show.
Please read his comments to
decide for yourself. |
|
|
Thumbs down -
indicates he has said not to
buy or to sell the stock,
based on his comments
We do our best to interpret
Jim's opinion on stocks, as
we think it is indicated by
his comments during the
show. Please read his
comments to decide for
yourself. |
|
 |
Back up the truck -
indicated by Jim, when he
says the stock is so good,
that he would do a
'mon-back' on the stock...
In other words, this is the
sound someone would say to a
truck driver, "Come on
back... " as he is "backing
up the truck" to load up on
his cargo. Translation
for buying stocks:
This recommendation by Jim
indicates that, after you do
your own
homework on the stock,
you should feel comfortable
loading up on it, as it is
in a good position to be
bought at this point. |
|
|
Stumped. - Of the
2,000+ stocks that Jim
Cramer has in his head, for
which he has an informed
opinion, he sometimes comes
across a caller with a stock
he does not know well enough
to opine on... He then
indicates he is stumped and
will have to come back to
it, after he does some
homework of his own on
the stock. This
usually occurs during the
Lightning Round, when Jim
does not know in advance who
is calling, or what their
stock question is about. |
© MadMoneyLightningRound.com ■
Important disclaimer: This site is
not affiliated with Mr. James
Cramer, and is not associated with
any television networks or
broadcasts. Please note that all
thumbs up or thumbs down
indicators are not always clearly
indicated on the show and are
interpreted by us as accurately as
possible. Some comments have been
edited for brevity and clarity,
and extraneous material omitted. Please rely on watching
the show yourself, doing
your own homework,
and reading the text of the
comments to draw your own
conclusions. Also, data presented
on this site should not be used to
make investment decisions and
accuracy, although attempted,
cannot be guaranteed. Please
consult with your own financial
advisor for professional advice. |
|
| |
|
