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Lightning Round: Yahoo!, Plum Creek, Cummins and More

Plum Creek Timber : Investors who want a dividend play should go with Kinder Morgan Energy Partners instead.

Cummins : Cummins is a buy, Cramer said, in anticipation of a recovering economy. Though this company will see most of its gains later in the business cycle.

Yahoo! : Cramer thinks the company’s new management could turn things around. He gave a timeline of nine months, so investors who already hold YHOO might want to hang on.

Hartford Financial Services Group : “I don’t like Hartford,” Cramer said. This stock is too speculative.

DryShips : Sell DRYS. Go with Nordic American Tanker instead.

Chicago Bridge & Iron : CBI is cheap enough now to make the stock a buy, Cramer said. Though the company is his least favorite infrastructure play.

Linn Energy : Cramer won’t recommend this natural gas producer right now, not with the commodity under so much pressure. Sell LINE.


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