American Water Works: Cramer can bless AWK as a long-term defensive play, but isn't crazy about it because it has a low dividend yield. He would much rather go for a large utility like Consolidated Edison.
Orbitz Worldwide: "Total spec," Cramer said. "Uneven earnings, uneven revenues. It's a total spec and no more than that."
Ocwen Financial : Cramer thinks this is a very well-run company. He's a buyer.
Westport Innovations: Cramer said Cummins and Westport have now become "frenemies" and he doesn't want to go against Cummins. No opinion right now.
Las Vegas Sands: A viewer asked if he should sell LVS and buy Apple, but Cramer didn't go along with the idea.
Kulicke and Soffa Industries: They have always had consistent earnings but never blowout earnings. Not my favorite semiconductor equipment stock, but the semiconductor equipment cycle is "in sync," so Cramer said it's fine.
MeadWestvaco : Slow and steady wins the race, Cramer said. "We do think it will go higher and I like it very much." Buy!
Frontline : Not one of Cramer's favorites. "If you want to own that business, own Nordic American Tanker , where dividend can actually get bigger!" he said.
Solar Capital : Cramer thinks the yield is fine, but the stock isn't really doing anything great. It's safe and doing well if you're just looking for the yield.
MIPS Technologies : "I disavow any knowledge of Mips," Cramer said. "They came on air, they talked a big game and they failed to deliver." No endorsement from him.
When this story was published, Cramer's charitable trust owned Apple.
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