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Jim Cramer loves stock ideas. And he found more than his fair share at CNBC's "Delivering Alpha" conference on Wednesday.
"It was a real delight to host a panel where three brilliant money managers laid out their best ideas: Leon Cooperman from Omega, Larry Robbins from Glenview and Mike Novogratz from Fortress Investments," Cramer said. "They all have real skin in the game and I think you can make money listening to them."
Cramer explained that Novogratz is a contrarian investor who focuses on macro ideas. "Often, he likes what others hate. And right now he likes Argentina and Brazil. Argentina involves a nation's very solvency so I don't want to go there, but Brazil intrigues me," Cramer said.
Essentially, Novogratz believes that the fortunes of Brazil have devolved so badly that the government could be voted out of office this fall. He says ultimately that would be a bullish development because, he believes, a new government would be far more pro-business.
When Cramer pressed Novogratz for a specific stock idea, he suggested Petrobras, the Brazil-based oil company, a stock Cramer also thinks could have significant upside if there's a change in leadership.
"The company can't unlock what its assets are truly worth under the current administration. However, if a more pro-business government takes over, the landscape changes. If that were to happen, I could see this stock very rapidly rallying 50 percent and I think that's an excellent risk reward."
Not only is Lee Cooperman a famed value investor but he was also one of Cramer's mentors at Goldman Sachs in years gone by. At "Delivering Alpha" Cooperman presnted many stock ideas, but Cramer was most excited by Thermo Fisher Scientific, a stock also recommended by billionaire investor Larry Robbins during the same discussion.
"Both Lee and Larry like it because it's dirt cheap with very fast growth and a penchant for bringing out value as all good companies do," Cramer said.
"So why is Thermo Fisher so inexpensive? Its growth rate had been hurt because one of its big customers is the federal government and the sequester hurt health research. Now, though, the sequester has run its course. That means it's time to pounce. In fact, I'm making TMO my favorite idea from the conference, both because of its timeliness and because of its duel sponsorship."
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In addition, Cooperman suggested looking at Citigroup, a stock that Jim Cramer likes, too. "I believe the company has put a lot of this turmoil behind it and CEO Michael Corbatt has cleared the decks to start making some real money again," Cramer said. However, that's not the only reason Cramer is bullish. "I also think that interest rates are headed and Citigroup should be a great way to play it."
According to published reports, Robbins is a bottom-up investor who searches for long-term investments in large-cap growth companies that have advantages beyond the direction of the economic cycle.
"And one of my favorite Robbins ideas from Delivering Alpha was National Oilwell Varco, " Cramer said. Not only is it a pure play on increased oil drilling around the world, but Cramer said Robbins believes management is motivated to do a huge buyback. "With earnings momentum and a buyback, this stock could rally from the mid $80s to $100," Cramer said.
Also Cramer said Robbins is positive on Flextronics, and looking at the business, he's bullish, too. "Flextronics helps assemble products for Hewlett-Packard and Cisco, both of which I think are doing quite well. Robbins also likes it because the company has an aggressive buyback. In fact, he says they've pledged to buy in 20 percent of the stock annually, " said the "Mad Money" host.
The magnitude of the buyback left Cramer at a loss for words; well almost. "I have nothing more to say except, "Holy cow!"
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