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Ultra Petroleum [UPL
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]: Natural gas is “hopelessly out of fashion” to everyone but Cramer. He would “buy, buy, buy” UPL.
McGraw Hill [MHP
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]: A good company, Cramer said, but one whose business still has further to come back. “I think you’ll get paid to wait” on MHP.
DirecTV [DTV
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]: Don’t be aggressive, Cramer warned. DTV is in a hugely competitive market. Discovery Holdings [DISCA
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] is the only communications/television play he is recommending.
Broadcom [BRCM
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]: There’s no edge in owning Broadcom, Cramer said. The marketplace for cell phone parts is too competitive. However, he does continue to like Nokia [NOK
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].
Trimble Navigation [TRMB
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]: Again, too much competition. GPS was once a favorite of Cramer’s but he said the space has become too crowded. Sell TRMB and sell Garmin [GRMN
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] above $70 too, he said.
Mercado Libre [MELI
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]: Cramer said he thinks it’s a mistake for this stock to be down so much. He would use it as an opportunity to buy.
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Apple [AAPL
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]: After its disappointing quarter, Cramer said he would lay off until it drops to $120. That’s when AAPL will look intriguing to him again.
First Solar [FSLR
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]: Oil isn’t headed to $50 anytime soon, Cramer said, even though FSLR is trading as though it is. He would buy it.
Southern Copper [PCU
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]: Copper is “dead money” right now, Cramer said.
Northrop Grumman [NOC
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]: The company has too much cash flow to stay down so low, Cramer said. It’s a buy along with Boeing [BA
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], which Cramer likes for its commercial aviation exposure.
Clearwire [CLWR
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]: Too hard and too speculative, according to Cramer.
AT&T [T
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]: Cramer would buy T and Verizon