Wednesday, April 26, 2006
Bullish
Level 3 Communications (LVLT)
WellPoint Inc (WLP)
Brush Engineered Materials (BW)
Dynegy (DYN)
Brocade Communications (BRCD)
Openwave Systems (OPWV)
Broadcom (BRCM)
Nabors (NBR)
Coach Inc (COH)
Halliburton (HAL)
Bank of America Corp (BAC)
Progenics Pharmaceuticals (PGNX)
Chevron Corp (CVX)
Occidental Petroleum Corp (OXY)
BHP Billiton, Phelps Dodge Corp (PD)
Southern Copper Corporation (PCU)
Conexant Systems (CNXT)
Bearish
Pioneer Drilling Company (PDC)
Vitesse Semiconductor (VTSS)
Murphy Oil Corp (MUR)
EuroZinc Mining (EZM)
CBOT Holdings Inc (BOT)
'Ethanol'
AG (AGCO CP)
GEHL (GEHL COMPANY )
Cramer spent the begining of the show recounting the highlights
of last night's program. Tnen he jumped into President Bush's
recent speech about gas prices. Mr. Bush called for an 'ethanol
expansion'. That is the play, he said.
Deere & Company (DE)
came to mind, but he passed, saying that while it is not a sell, it is
not a buy either. The angle Cramer said to take was with AGCO
Corporation (AG) and Gehl Company (GEHL), which he said is a mini-DE (Deere) or mini-CAT
(Caterpillar Inc). Noboday thinks of these companies and thats why you should buy, Cramer said.
Coley Pharmaceutical Group Inc (COLY)
Coley Pharmaceutical Group Inc (COLY) is what Cramer likes in Biotech. They are working with Pfizer Inc (PFE) and Sanofi-Aventis (SNY), developing big money drugs. Companies that work with the large companies like this often get aquired.
'Nuclear Power Plays'
BHP Billiton (BHP)
Cameco Corporation (CCJ) and Shaw Group Inc (SGR)
Firstenergy Corp (FE)
American Ecology Corp (ECOL)
