Lightning Round: Great Companies, Not Necessarily Great Buys
Here are Cramer's calls in Thursday's Lightning Round.
Mary in Montana - Stillwater Mining: It's too aggressive. Cramer's favorite in mining is Agnico-Eagle Mines (AEM) instead -- it's the better Buy.
Jesse in Chicago - Eaton: It's "one of the great American companies being thrown away..." They're making "real solutions" and is helmed by one of Jim's favorite CEOs, Sandy Cutler. It's an aggressive "Buy buy buy!"
Jim in Arkansas - Oilsands Quest: Although this group got too hot, it pulled back and the "griddle" has cooled. Jim would stick with this one.
George, Michigan - Ferrellgas. They've been paying $2 dividends for 10 years."Real good. Consistent good yield... a winner."
Andrew, Illinois - UnderArmor. Should increase before their earnings report? "No!" Get out. Even Nike is down to $55 -- don't even think of UA. "How can you think of owning UnderArmour?"
Al, Florida - salesforce.com : Marc Benioff is a "fabulous CEO" but tech is awful now -- Intel, Nvidia, HP, even Cisco. No tech is doing well. Sell. Only Google, Apple and RIMM are good tech at the moment.
Charlotte, Maryland - Motorola: "Worth so much more than $6." it's a Buy. It "deserves to be owned."
Linda, Florida - Compagnie General: "Buy more." It issued its utilization rate that the market thought was disappointing, so it's at 52-week low -- Jim is "salivating" to buy some CGV.
Debbie, Ohio - United Parcel: "Fabulous company," but Jim still says no to transports, including FedEx as well. Unless they can show back-to-back good quarters, Jim can't recommend UPS. Raw costs are "out of control."
Todd, Minn - Rambus: "You're killing me here!" No no no to tech. Jim's not sticking with RMBS or any tech right now.
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