Skip navigation
MOST POPULAR RELATED TAGS
  • TOPICS
  • SECTORS
  • COMPANIES

MAD MONEY FEATURES

Podcasts PODCASTS
Watch the Lightning Round whenever and wherever you want.




Widget OFFICIAL MAD MONEY WIDGET
Grab this all-in-one application and get recaps of the show sent right to your desktop or blog.




Soundboard CRAMERS SOUNDBOARD
Admit it: You've always wanted to hit the "They
know nothing!" button. Here’s your chance.




Mad Money PhotosCHECK OUT OUR PHOTOS
Check out Cramer on set, back to school, behind the scenes and more.




ShopSHOP FOR MAD MERCHANDISE
Buy Cramer books, bobbleheads and other Mad Money merchandise.




Ringtones RING TONES
Pick up the phone! It's Cramer! New Mad Money sounds for your cell phone.




Mobile AlertTEXT MESSAGE ALERT
Mad Money's mobile. Get show highlights sent to your phone.







Text Size
Mar.26
6:57 PM ET

On Cramer’s Back to School Tour at Penn State University, he had a chance to speak with some of the best and brightest at the Smeal College of Business – members of the Nittany Lion Fund, a group of student investors that manage about $4.5 million and have outperformed the S&P 500 every year since the fund’s inception in 2005. Unlike a lot of student investment clubs, the Nittany Lions don’t get their money from the school’s endowment. Instead, the students seek out and pitch individual investors. But do they have what it takes to pitch Cramer?

Morgan from New Jersey wanted to know what Cramer thought about Nike [BA  Loading...      ()   ]. It’s got great international exposure, it’s good in a weak retail market and there are still near-term market catalysts that could drive the stock higher, she said. And Cramer agreed. He might take a little off the table, but in the end Nike is a winner even if the market isn’t.

Blaine from Philadelphia was next up, pitching the utility company Exelon [EXC  Loading...      ()   ]. With a push toward clean energy and exposure to nuclear power, a great dividend and some new efficiency initiatives, Blaine thinks EXC could be a stable growth play even in a recession. Cramer offered up Duke [DUK  Loading...      ()   ] or Con Edison [ED  Loading...      ()   ], but was bullish on Exelon as well.

Rebecca from New York asked Cramer about Allergan [AGN  Loading...      ()   ]. The maker of Botox and the Lap-Band has a diversified product portfolio and is exposed to growing markets, she said. And she believes people are finally putting money back into consumer discretionary, which should benefit AGN. But Cramer wasn’t so sure. He had recommended the company in the past but it hasn’t worked, and he thinks it could be due to the terrible performance of the healthcare sector. He said he’s on the fence – Allergan has a great product line but he wouldn’t pull the trigger until speaking to the CEO and seeing the next quarter’s results.

Finally, Lee from Philadephia pitched defense contractor Raytheon [RTN  Loading...      ()   ]. Whether a Republican or Democrat takes the White House, defense spending is likely to increase, he said. And Raytheon has a trump card – around 20% off its 2007 revenues came from abroad. Add that to a strong balance sheet and a nice buyback, and Lee doesn’t think RTN can be beat. Neither does Cramer. While also a fan of General Dynamics [GD  Loading...      ()   ], he sanctioned Raytheon a strong buy for just the reasons Lee mentioned.


Jim's charitable trust owns Raytheon.

Questions for Cramer?

Questions, comments, suggestions for the Mad Money website?

© 2009 CNBC, Inc. All Rights Reserved

Tools:
PrintEmailAdd This share icon
Next Post


Current DateTime: 01:05:47 11 Jul 2009
LinksList Documentid: 29778428

Current DateTime: 01:05:47 11 Jul 2009
LinksList Documentid: 29779196

Current DateTime: 07:18:53 11 Jul 2009
LinksList Documentid: 29779199

Current DateTime: 01:05:48 11 Jul 2009
LinksList Documentid: 29779198
CNBCCNBC
About CNBC  |  Site Map  |  Privacy Policy  |  Terms of Service  |  Video Reprints  |  Advertise  |  Help  |  Contact
Partners: AOL Money  |  BloggingStocks.com
CNBC is a Division of NBC Universal
  Data is a real-time snapshot *Data is delayed at least 15 minutes
Global Business and Financial News, Stock Quotes, and Market Data and Analysis

© 2009 CNBC, Inc.  All Rights Reserved.
Thomson ReutersThomson Reuters