It's Time for the Lightning Round!
Web Producer
Anadarko Petroleum : Cramer thinks Anadarko is good, but XTO Energy is better. “XTO rocks the boat and will beat Anadarko in the long-term race to par,” he says.
Stratasys : “No thank you. I want you take the money and run there.”
URS : With the acquisition of Washington Group , URS is finally doing something, Cramer says. It sat out the entire infrastructure bull market but now the stock is on the move, he says.
Level 3 Communications : Cramer doesn’t think it matters if there is a reverse stock split. What matters are the fundamentals, and he thinks LVLT’s fundies are good. “I want to back up the truck,” he says.
Ultra Clean Holdings : “I feel strongly that the semiconductor capital equipment business is in bear market mode,” Cramer says. “I don’t want to touch it.”
Olin : Cramer likes Olin after acquiring Pioneer .
General Maritime : The tankers are generally overvalued, Cramer says, but General Maritime is the only one with managerial tailwinds under the stewardship of Peter Georgiopoulos.
American Eagle Outfitters : American Eagle is “too dangerous for me,” Cramer says.
Edison International : This is one of the best utilities, Cramer says. He also likes Con Edison and Dominion .
Cisco Systems : Cramer thinks Cisco is too inexpensive to ignore. “Let’s buy some Cisco here.”
Nippon Telephone : “I don’t like the Japanese market at all.” The only Japanese stock Cramer is recommending right now is Toyota . In the sector, he would rather swap into Vodafone . “Vodafone has growth, Nippon doesn’t,” he says.
Jim's charitable trust owns XTO Energy and Toyota.
Questions? Comments? madmoney@cnbc.com







