Jim Cramer's Mad Money Episode Recaps
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TheCramerReport.com's Mad Money Recap - September 13, 2010

Submitted by just another Cramerholic on Tue, 09/14/2010 - 07:17.


Segment 1: A New Market

Cramer said that the market has changed, and showed that negative news on the front page of the Wall Street Journal was ignored as the market went higher today because of a potential compromise on tax cuts, Obama's more pro-business stance, Basel III providing new banking regulations, improving business in Europe, and a soft landing in China.

Cramer took phone calls on the following stocks:

Royal Bank of Scotland (RBS): Cramer is bullish on the preferred stock, and said to stay away from the common stock.

Enterprise Products (EPE): Cramer said to take profits on this because it is being bought out, but he still likes the MLPs.

Sprint Nextel (S): Cramer is bullish on this stock because it could be taken over, and its fundamentals are improving.

Omnivision Technologies (OVTI): Cramer is bearish on this stock because it is too risky.



Segment 2: Interview with Airgas (ARG) CEO Peter McCausland

Cramer wanted to talk to the CEO about Air Products' (APD) to take over ARG, and ARG's attempts to remain independent. Cramer talked to the CEO about the upcoming shareholder meeting to vote for company directors, why APD's offer of $65.50 per share is too low, how they would consider selling at $80 per share because it is a fair value for the company, and how all the proxy advisory firms are recommending that shareholders vote against APD's proposed board members. Cramer ended by saying that McCausland has made a lot of money for shareholders, so he would like to stick with him.



Segment 3: Made in America

Cramer recommended Caterpillar (CAT) and Deere (DE) because they are best of breed manufacturers who are benefiting from increasing demand outside the U.S., Obama is recommending infrastructure spending, and the agriculture sector is strong.

Cramer took phone calls on the following stocks:

Vulcan Materials (VMC): Cramer said not to sell this stock because it is cheap, but it has been underperforming.

Timken (TKR): Cramer is bullish on this stock as a play on industrial demand coming back.

Weyerhaeuser (WY): Cramer is bullish on this stock.



Segment 4: Lightning Round!

Arena Pharmaceuticals (ARNA): Cramer said to pass on this stock because he doesn't know what the FDA is going to do about their drug.

FirstEnergy (SYK): Cramer is bullish on this stock.

Under Armour (UA): Cramer is bullish on this stock along with lululemon Athletic (LULU) and Dick's Sporting Goods (DKS) because he thinks the sporting goods sector is hot.

Limited Brands (LTD): Cramer is bullish on this stock.

People's United Financial (PBCT): Cramer is bullish on this stock, along with New Alliance Bancshares (NAL) and Hudson City Bancorp (HCBK).

Clean Energy Fuels (CLNE): Cramer said that this stock is down because of a lack of support from the U.S. government, and the only natural gas stock he is recommending is Chesapeake Energy (CHK).



Segment 5: Mad Money Mail

Whirlpool (WHR): Cramer is bullish on this stock as a Brazilian housing play and because the stock is cheap.

Intel (INTC): Cramer would not buy or sell the stock here because it has a nice yield but made an expensive acquisition and lowered expectations.

Coca-Cola (KO): Cramer is bullish on this stock as well as Pepsico (PEP).

Kinder Morgan Partners (KMP): Cramer is bullish on this stock along with Energy Transfer Partners (ETP).

Wal-Mart (WMT): Cramer is bullish on this stock.


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