Cal Dive International : “We like these companies. We like oil drillers. We like oil service companies, even some that are doing the Gulf.”
Marvell Tech : Cramer likes the business, but now that the SEC has made its inquiry into MRVL formal, he can’t get behind it. He doesn’t trust a company with this type of accounting trouble. Cramer recently sold his charitable trust’s position in Marvell.
Pacific Ethanol : “Nope, nope. We have not liked that company since its inception.” If you’re looking for a play in this sector, Cramer recommends Archer Daniels Midland.
Krispy Kreme : KKD’s performance has been too tepid for Cramer to be enthusiastic about the stock.
AT&T: “I don’t want you to worry a thing about AT&T.” Cramer says that the Street was unhappy with the latest quarter, but they were wrong. AT&T should be a core position in anyone’s portfolio.
Nabors Industries : “This happens to be a company that’s going higher because they are in the best single housing market in this country other than the San Antonio area.”
NutriSystem : Cramer admits that he has been negative on NTRI in the recent past, but he says he’ll bless it for a short-term trade. “I’ve got to be more positive on NutriSystems.”
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