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State Street [STT
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]: No, Cramer’s financials trio is as follows: Hudson City [HCBK
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], JPMorgan [JPM
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] and then maybe Goldman Sachs [GS
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].
Rambus [RMBS
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]: Cramer does not like semiconductors here. Not even the good ones like Rambus.
Sempra Energy [SRE
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]: Another “fantastic” nat gas play, according to Cramer.
Temple Inland [TIN
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]: This stock is “so cheap I wish I owned some myself,” Cramer said.
Penn National Gaming [PENN
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]: It may not get the financing it needs for its private equity deal, said Cramer. He would sell PENN.
Anheuser Busch [BUD
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]: Molson Coors [TAP
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] is better as far as Cramer is concerned.
Zoltek [ZOLT
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]: The trade is done here, Cramer said. The company is too inconsistent for him to recommend.
Altria [MO
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]: For the dividend alone Altria is a steal to Cramer. If you want growth, he recommended its spin off Philip Morris [PM
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].
First Charter [FCTR
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]: Cramer sees no reason to own this stock.
Trinity [TRN
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]: The railroad stocks are good but the railcar manufacturers? Not so much. Cramer would rather buy CSX [CSX
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].
Contango Oil & Gas