ABB : “People felt that the quarter was not that great, but it’s a lumpy business.” Cramer says use he would use the weakness to buy that stock hand over fist. “I love the construction game.”
Riverbed Technology : “Riverbed fell out of bed today. It's down so much I don’t want to sell it … I think you ought to pull the trigger.”
Gateway : Even if Gateway can turn around, which Cramer doesn’t see happening, the new Dell with Michael Dell at the helm is a better bet, he says. But Cramer’s favorite is Hewlett-Packard .
Titanium Metals : “This one is not my favorite.” Remember that Cramer’s stock pick of the year last year was Allegheny Technologies . He still says people should be buying Allegheny. They make the titanium that goes into ethanol plants, which are going up everywhere.
CIBER : “I don’t know this company well enough to opine on it.” Cramer is going to learn more about CIBER and come back to it.
Sanofi-Aventis : This stock is not a Cramer favorite. “It’s Big Pharma and I have no appetite for Big Pharma. Instead, he recommends the biotechs like Genzyme and Gilead .
Investors Bancorp : A “really fabulous company for investors.” The stock sells at less than two times the book value. Cramer would say without a doubt that this is a great play, especially for when the Fed starts cutting rates.
Dean Foods : Cramer applauds the management of Dean Foods. This is a company that truly cares about shareholders, he says.
Quality Systems : “There are so many more I like in healthcare like UnitedHealth and Cigna .”
MedImmune : This company had a disastrous quarter, Cramer says. They’ve got some aggressive investors trying to make something happen and if something doesn’t happen, “you got a stinker.”
Level 3 Communications : Cramer says LVLT’s CEO, Jim Crow, is a visionary. “Level 3 reminds me of Qwest … two Colorado companies that oughta combine.” He’s sticking by this stock.
Jim’s charitable trust owns Hewlett-Packard and UnitedHealth