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Brown-Forman [BFB
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]: “Very well-run distillery.” Cramer’s bullish on Brown Forman, but he likes Diageo [DEO
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]. “That may be the better buy,” he said.
Schering-Plough [SGP
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]: The stock’s been running, and Cramer doesn’t think it’s done. Buy more, he said.
LSI Logic [LSI
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]: Eaton [ETN
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] or Parker Hannifin [PH
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] are better picks. LSI’s a sell.
LifeCell [LIFC
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]: “Take the money and run.” It’s time to take profits on LifeCell.
Ford [F
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]: Go with the preferred stock [F.S
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] and not the common, Cramer said.
Citizens Communication [CZN
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]: AT&T [T
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] and Verizon Communications [VZ
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] are better phone plays.
Atlas Energy [ATN
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]: “You hold on to that one. It’s going higher.”
Yamana Gold [AUY
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]: Owning AUY has been “tough as nails,” Cramer said. But he believes every portfolio should have a gold stock, so he’s sticking with Yamana.
Jim’s charitable trust owns Schering-Plough, Verizon Communications and Yamana Gold.
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