Lightning Round: Disney, Home Depot, Cabela's and More
Wolseley : Cramer won’t endorse this supply company because the industry is doing so badly.
Disney : A believer in CEO Bob Iger, Cramer thinks Disney is a buy. People don’t realize that DIS is not as supported by advertising as other media companies.
Brookfield Asset Management : Its management is “terrific” and reason enough to own the stock, Cramer said.
Fannie Mae : Don’t buy. “It’s too hard to value.”
Automatic Data : This is a “flat-line name” that needs a strong economy for it to work, according to Cramer.
Dell : The PC maker to buy is Hewlett-Packard , which has the business model Cramer prefers.
LDK Solar : “What do we need that one for?” Cramer’s solar favorites are First Solar and SunPower.
Cabela’s : “That company is simply one of the worst publicly traded companies I have ever seen.”
South Financial : Cramer called TSFG a good stock in a bad neighborhood. Unfortunately, he can’t recommend it.
Johnson Controls : With an “unbelievably good business” in climate control, JCI is a buy on a long-term perspective.
Home Depot : Cramer would own J. Crew and Costco in retail, and not much else. And certainly not Home Depot.
Solarfun : Both First Solar and SunPower are better, according to Cramer, but he would think about taking profits in FSLR, which has quadrupled since he first recommended it.
Jim’s charitable trust owns Hewlett-Packard.
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