Mon, May 28, 2012, 1:53 PM EDT - U.S. Markets closed for Memorial Day

Jim Cramer's "Mad Money"

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SymbolPriceChange
HAR40.59-1.11
SBAC52.27-0.05
DPZ30.810.23
EMR47.28-0.42
CMI98.95-1.31

Jim Cramer laid out his "game plan" for the week of April 30th. He said Friday's unemployment data could wipe out any gains for the week, but that will only give longer-term investors a chance to buy on the cheap. (Monday) Harman International (HAR) and SBA Communications (SBAC) - two companies he expects will do well when they report. (Tuesday) Dominos Pizza (DPZ) and Emerson Electric (EMR) - Cramer is excited about their reports. Cummins (CMI) and Chesapeake Energy (CHK) - Cramer was worried about both reports and advised taking profits. (Wednesday) Allergan (AGN), Clorox (CLX), Time Warner (TWX), Garmin (GRMN) and Continental Resources (CLR) all report - Cramer said he'd be a buyer of these four. He was bearish on CVS Caremark (CVS), which is losing customers to rival Walgreens (WAG), and Green Mountain Coffee Roasters (GMCR) which has too many still unanswered questions. (Thursday) Cramer expects good things from the reports of Airgas (ARG), Teradata (TDC) and AIG (AIG). But regardless of the earnings, Cramer warned investors that Friday's unemployment data will be key and a bad number will cause all of these names to go on sale. EXECUTIVE DECISION: Cramer spoke with T.J. Rodgers, president and CEO of Cypress Semiconductor (CY) which received a 10% haircut after it lowered expectations in Q1, but is still yielding 3%. Rodgers noted that the company's guidance for the remainder of the year is conservative. He also noted that he recently purchased 500,000 shares of Cypress stock, a bullish gesture that Cramer said is not seen by many CEOs. Rodgers said that buttons on gadgets will become obsolete, leaving huge opportunities for touch controllers that Cypress manufactures. He also touted the company's investment in Deca Technologies as being another huge opportunity for Cypress. Cramer said Rodgers has delivered in the past and Cypress pays a nice dividend while investors wait for the more lucrative back half of the year. Cramer also spoke with Greg Lucier, chairman and CEO of Life Technologies (LIFE), a biotech firm on the leading edge of DNA sequencing products. Given that Life Technologies just posted a great first quarter on record sales, Cramer said the company remains a great investment, giving investors multiple ways to win. UPON FURTHER REVIEW: Cramer took a 2nd look at the earnings of Kimberly-Clark (KMB), a company that delivered a 7c earnings beat on a 4.2% increase in revenue. Cramer said while Kimberly delivered great earnings on its own, those earnings were even more spectacular when compared to those of its peers, like rival Procter & Gamble (PG), which disappointed analysts for its second quarter in a row. Kimberly trades at a lower multiple than rivals P&G and Colgate-Palmolive (CL), is taking share and has a 3.75% dividend. NO HUDDLE OFFENSE: Cramer illustrated the difference between a buyable dip versus a dangerous one. He said that the declines in Starbucks (SBUX) and Celgene (CELG) are buyable ones, as both of these companies are in growth mode. But the declines in Procter & Gamble and Deckers Outdoor (DECK) are a different story. Cramer reiterated that P&G has lost its way and has raised prices too much and is losing share. As for Deckers, the company's famed Uggs footwear may have run its course, as all brands are known to do from time to time. Cramer said he would also not be a buyer of Ford (F) nor any disk drive makers, as global weakness is trumping any good news that may be coming out of the U.S. LIGHTNING ROUND: (Bullish) SPPI; DUK; RNDY. (Bearish) MDRX.

 

15 comments

  • Andrew W  •  Minneapolis, Minnesota  •  28 days ago
    Cramer is always nervous about CMI...expect a blowout quarter and good guidance.
  • Steven L Goff  •  Harrisburg, Pennsylvania  •  2 months ago
    This company makes it possible for EVERY OIL and NAT GAS WELL IN THE WORLD (middle of the ocean...middle of the desert... wherever)... to be monitored and remotely operated if need be or wanted to. RigNet Inc. (RNET). That guy from Anadarko Cramer was talking to tonight uses em. Great story here.
  • opi  •  2 months ago
    Last night on CNBC show, Mad Money, James Hackett of Anadarko Petroleum implied that we send our soldiers overseas for the sake of oil. I seem to be the only person that is outraged by this comment. How many oil execs were part of the G W Bush presidency? We always knew it was for the oil no matter what other lies and reasons were given. But no one wanted to admit that it was for oil. Now an oil executive spills the truth.
  • Steven L Goff  •  Harrisburg, Pennsylvania  •  2 months ago
    Ya gotta be long Chuck Schwab (SCHW) here also......the most overlooked financial there is. Being a retail broker beast is just part of the story here with Chuck.
  • smith  •  Bellevue, Washington  •  2 months ago
    The last time I listened to Cramer was when he said to buy Leman Brothers becuase they were thinking of buying Countrywide!! Enough said. . .
  • Hank  •  Los Angeles, California  •  3 months ago
    Cramer's not really bearish on US Steel. He's just agreeing with his former cronies at Goldman. He's bullsih on Nucor which means he likes US Steel....Just won't say it out loud!
    • Stiltz 3 months ago
      Cramer blows me away.. I don't think he has ever suggested a buy or even a hold for X.. I see it as a value and can only rise with these market conditions. I don't know what he sees. Agreed, If he likes Nucor how can he not like USX?
  • Stiltz  •  Santa Ana, California  •  3 months ago
    What must X do to get in Cramers good graces? He's been bearish on X since it was at $24. I guess there's a possibility at some point he could be right...
  • ahsholeinatoyota  •  3 months ago
    Cramer doesn't know jackshet
  • ahsholeinatoyota  •  3 months ago
    Cramer doesn't know jack #$%$
  • ahsholeinatoyota  •  3 months ago
    Cramer is a #$%$
  • marc  •  San Diego, California  •  3 months ago
    Nice, he said to trim KO which means we should all load up.
  • John Cane  •  3 months ago
    Investors who can't wait until May for the pending Facebook IPO should buy Zynga. Zynga will continue to soar up to 4th quarter results then it will sky rocket when everyone finds out how much they are really making. What Jim really should have said instead of kissing Morgan Stanleys #$%$ But I'm long Zynga so go figure...lol :-)
  • Xal  •  5 months ago
    When Jim Cramer speaks, turn and run in the opposite direction. He is a puppet and an idiot.
    • Hank 3 months ago
      I've made a lot of money doing the opposite of what Cramer says. First I went long the Double S&P Etf's in 2009 when he called for DOW 5,000 and THEN I bot US steel at $23.00 when he said he didn't like it......I opposite love him!
    • Stiltz 3 months ago
      How can be be bullish on Nucor and bearish on X?? Makes no sense. I bought X at $24 and have been happy ever since, no thanks to Cramer..
  • Rich  •  Nashville, Tennessee  •  3 months ago
    Absurd is ignoring the fact that Zynga contributes 12% to Facebooks bottom line!
    • Susan 3 months ago
      The 4th quarter report will reveal the true numbers on 14 Feb 2012. Zynga is a cash cow (virtual pun intended) and alot of people will wish they had purchased Zynga before they came out. Don't be one of them!
  • sol  •  Buenos Aires, Argentina  •  3 months ago
    Groupon give gains in the near future.
    I believe in this business model.
    I think more than one analyst will be surprised with the outcome of Wednesday.
    I think Facebook will not make a lot of competition, since the discount is not the business day on Facebook and people do not go to Facebook for that, Groupon is and will be leading daily discounts.
    Since Groupon went public, 90% of the analysts say bad Groupon model, however the market is keeping prices above the IPO 20 and a market value of 15 B
    Possibly in the medium term this company has a market value of 25 B.
 
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