Lightning Round: Boeing, Garmin, Chipotle and More
LDK Solar : “Accounting irregularities = sell.” Cramer’s solar picks are Cypress Semiconductor and First Solar . Proceed with caution, though. With oil coming down, expect the solar names to retreat as well, he said.
Costco : “The single best retailer in America, bar none.”
Blue Coat : The selling in Blue Coat earlier this week was an “overreaction,” Cramer said. Buy it.
Boeing : The aerospace complex is in bull market mode and Cramer expects Boeing to go to $120.
TXCO Resources : Not a favorite of Cramer’s. He’s sending viewers to XTO Energy for natural gas or ConocoPhillips for oil.
Smithfield Foods : It’s a best-of-breed, according to Cramer, but he won’t recommend it because the cost of feeding livestock is too high.
Nike : Cramer said he regrets selling NKE for his charitable trust in the low $60’s. He thinks it goes higher.
Garmin : For a trade going into Christmas, Cramer would buy Garmin.
Chipotle : A good stock that Cramer recommended taking profits in. He likes YUM! Brands for lower risk.
American Railcar : Wait until the last week in December to buy ARII, Cramer said. Before that is when tax law selling will be done.
comScore : It looks like the trade “came and went” in comScore, but it’s still a buy, according to Cramer.
Layne Christensen : A water play worthy of being with the likes of Deere , Monsanto and the rest of the agriculture bull market, Cramer said. “I endorse it wholeheartedly.”
Jim's charitable trust owns XTO Energy and ConocoPhillips.
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