Jim Cramer's Lightning Round
Cramer's 'Mad Money Lightning Round': Yes to Nymex
TheStreet.com Staff
03/01/07 - 07:59 PM EST
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Here's what Jim Cramer had to say about some of the stocks that callers offered up during the "Mad Money Lightning Round" Thursday evening:
Nymex(NMX Quote): "This is one of those exchanges where the fee structure can be better than it is." In other words, it can charge more, Cramer said. "I would buy it."
RF Micro(RFMD Quote): "Let me just put you in
Analog Devices(ADI Quote). ... The stock [ADI] held up very well. Not a punching bag like the rest" of the semiconductor companies.
Kodiak Oil & Gas(KOG Quote): "If I want to do an oil and guess company that has a little bit of a speculative feel to it, I am going to send you to
Devon(DVN Quote)," which made that big find in the Gulf of Mexico.
SunOpta(STKL Quote): "I happen to like
Hain(HAIN Quote). ... I think Hain at 29 is the buy."
BorgWarner(BWA Quote): "I like the diversification of
Johnson Controls(JCI Quote) better. ... I like BorgWarner, but I don't want to buy it."
Verigy(VRGY Quote): Semiconductor-testing equipment. ... I send people to
Agilent(A Quote). ... That said, let's step back. I don't like the semiconductor-testing equipment business right now."
"
Lowe's(LOW Quote) is vulnerable here. I think it could pull back to 31, 30. Better than
Home Depot(HD Quote), but I don't want to buy it. ... I'd rather see you in
Sears(SHLD Quote), which I own for
Action Alerts Plus, my charitable trust." Cramer said a pickup in apparel sales is helping Sears.
"
Qwest(Q Quote) is a turnaround situation that is working. ... I want to buy Qwest."
Allied World Assurance(AWH Quote): "I like Allied World Insurance," but Cramer said,
AIG(AIG Quote) reported an amazing quarter, had a huge buyback and a big increase to its dividend. "You pull the trigger there. AIG has just proven best in show." Cramer owns it for Action Alerts Plus.
Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by
clicking here.