Clearwire : “I want to stick by Clearwire.”
ViaSat : “I was surprised to see that stock go down…this is a company that grows at 17% with a 20 multiple…I think you gotta stick with it. I would even pull the trigger now that I take a look at it.”
Health Management : Cramer says that all these healthcare information management companies are getting takeover bids, but HMSY is too expensive – it’s selling at more than twice it’s growth, so Cramer can’t recommend it.
ING : “I say ING is now one of the cheapest banks in the world. I like their online strategy…I would buy that stock.”
Cleveland Cliffs : Cramer was let down by the delayed earnings report, but the consolidation in CLF’s sector is too much for him to ignore. “I want to buy some below $70.”
Giant Industries : Cramer would be a seller of the refiners. Plus, the stock’s had a great ride. “Ring the register. You’ve got a gigantic gain. Please don’t give that gain back.”
3M : “3M is still cheap. It can go up another two multiple points on that growth rate. I say it goes to $100.”
El Paso : Cramer likes the natural gas sector these days. Companies like EP, Dynegy, Halliburton, which is levered to nat gas, are all a buy.
Questions? Comments? firstname.lastname@example.org