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Cramer says: AMSC is not nearly as strong as I once thought. For wind, go with Tetra Tech [TTEK
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] as a speculative play, Trinity [TRN
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] for the turbines, Owens Corning [OC
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] for the composite materials and Woodward Governor [WGOV
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].
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Booyah Jim!: Wow! Such excellence in broadcasting! Great shows this week. The interview with Mr. Toll [TOL
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] was so real…And O-I [OI
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], gotta love that thesis…And the fact that you deliver all this whilst looking oh-so distracting in that fabulous pink color is just off the hook. Also, on a different note, that UBS [UBS
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] news Tues. AM regarding terrorist funding accusations is the final straw for them don't you think? I will be sooo glad when my son is finished with his internship there in a couple of weeks, --Lisa, Annapolis
Cramer says: UBS has a great asset management business that’s unfortunately obscured by its investment banking. Don't sell it.
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Boo-Yah JC!: I was in my favorite running store last week and there was frenzy for this just-released GPS running watch called the Forerunner 405 by Garmin [GRMN
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]. This thing is slick and I watched the store's entire allocation get snapped up instantly (for $350 each). For runners, this release was bigger than "Iron Man." I know you were previously bearish on Garmin, but could this be a reason to buy? –Chris
Cramer says: Garmin is a big company and this is just a small part. I’m not ready to go positive yet.
Jim's charitablt trust owns Owens-Illinois
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