Mad Money Recap
Cramer's 'Mad Money' Recap: Seeing Red in Security
03/07/06 - 07:36 PM EST
Greenberg, Cramer Takes
Senior MarketWatch columnist Herb Greenberg joined Cramer to spar over the merits of Sunrise Senior LivingSRZ, a long-term care facility company. Greenberg says the same-store sales of Sunrise's base business are growing at 3.3% a year after you take out price increases, and that the rest of the company has morphed itself into a management services company. He argued that this makes the accounting opaque and the company hard to understand. But Cramer said Sunrise is a "great demographic play" and that he sees the stock going higher. Greenberg also took issue with MarchexMCHX, saying that the organic growth of the core business is doing nothing. He said that the company is a "manana story," meaning that it keeps promising results tomorrow. Finally, Greenberg took a look at Harley-DavidsonHDI. He said he told Cramer on a "Mad Money" episode several months ago that the company had warehouses that dealers could use to hold bike inventory. Now, Greenberg said, the company has said it is changing course, but did not give a reason why. Both Cramer and Greenberg said that this could be a reason to be wary of Harley.A Possible Chip Shot
"For less than the price of a sandwich," Cramer said, he had a stock poised to make some money, and that's Applied Micro CircuitsAMCC. Like every over tech company he's been bullish on, Applied Micro Circuits is part of the optical networking complex. And like many of those companies, this stock has been a real dog, he said. In 2000, the stock was trading in the $100 range, but then it sank to $3 and change after the tech bubble burst; and he said it was "the proverbial worst house in a really bad neighborhood." The company makes optical chip components, which makes it the very bottom of the optical networking food chain, so it got creamed when there was too much supply and very little demand. But components for optical networks are in short supply and that makes everything Applied Micro Circuits has more valuable and could make the stock worth owning, he said, adding that the earnings estimates on this company may finally be too low. Plus, the company makes a new chip that is great for the fiber optic rollout, and has gotten good press in tech trade publications, Cramer said. The new chip "PON" is a likely winner in the networking space, and could take us to the next step beyond DSL. Moreover, the company's biggest customer, NortelNT, is going to get a substantial contract from one of the Baby Bells, Cramer said. While that might not be a big deal for a company the size of Nortel, it's huge for company like Applied Micro Circuits.Lightning Round
Cramer was bullish on: NokiaNOK, DynegyDYN, El PasoEP, VeriFonePAY, Sara LeeSLE, BHP BillitonBHP, Forward AirFWRD, UPSUPS, First MarbleheadFMD, Acadia PharmaceuticalsACAD, AlcanAL, UBSUBS, Legg MasonLM, Shaw GroupSGR and Yahoo!YHOO. Cramer was bearish on: TaserTASR, IntelINTC, Axcan PharmaAXCA, Sovereign BancorpSOV and H&E Equipment ServicesHEES. For more of Cramer's insights during the most recent Lightning Round, click here.Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here.
Cramer says NightHawk Radiology could make you money while you're sleeping. Also, profiting from AT&T.
A sharp drop in price opens this stock up for buyers with cool heads, says Cramer.
Cramer says that Diebold could profit from lawsuits involving voting equipment upgrades. Also, cheap bear.
Apple and AT&T were among the most searched stocks on TheStreet.com Friday. Here's what Cramer had to say about them recently.
Catch up on his thinking on the hottest topics of the past week.
Investors will have to deal with a Fed meeting and another flood of earnings and economic data.
Looking for deep value with Defiance Asset Management, polling big investors about where the market's headed, plus much more.
See who made what calls.
3 Stocks I Saw On TVDan Fitzpatrick examines three stocks viewed on Fast Money and Mad Money Today's stocks include Deere & Co., Petrobras and MBIA
TheStreet.com Ratings checks in on First Community Bancorp and First Niagara Financial Group two months after recommending the stock.
Take-Two's latest hit receives a perfect score from industry reviewers.
- Top Rocket Stocks for Week: Walter
- Cramer on Top Searched Stocks: Citi
- Credit vs. Debit Cards: Weighing the Options
- Power Stock Rankings: Energy
- Top Dividend Stocks of the Week: Pepsi
- Let the 3G-Phone War Begin
- IndyMac Sputters to Loss
- Report: Icahn Zeroes in on Yahoo!
- Tuesday's Analysts' Upgrades, Downgrades
- TSC Ratings' Upgrades, Downgrades
- Cramer's 'Mad Money' Recap: Mad Money's Rally Playbook
- The Polycarbonate Price Cut
- CalPERS Pushes for Clean House at Standard Pacific
- Investing in China: What You Need to Know
- Coming Week: 'Glimmer of Hope'
- Top Stocks With Insider Buying, Buybacks
- New Solar ETF Helps Spread Sector's Risk
- Feuerstein's Biotech-Stock Mailbag
- Need to Own Energy? Here's How to Do It
- My Company Doesn't Provide Health Insurance (Gulp!)
Sponsored by:

BEAT THE STREET GAME:



