Cramer's 'Mad Money' Recap: Switch On ValueClick

10/08/07 - 07:58 PM EDT

TheStreet.com Staff

Click here for an archive of Cramer's "Mad Money" recaps.


Many people dream of holding a stock that will blow through the roof overnight. Jim Cramer, who believes it's his job to make this dream a reality, offered his best bet for such a rocket stock play to viewers of his "Mad Money" TV show Monday.

Immediate, enormous gains happen all the time, whenever a company gets taken over, Cramer said. One of the companies he believes is next in line to get bought out is online marketing firm ValueClick (VCLK Quote - Cramer on VCLK - Stock Picks).

ValueClick, he said, belongs to the same family of stocks as DoubleClick(DCLK Quote - Cramer on DCLK - Stock Picks), which Google (GOOG Quote - Cramer on GOOG - Stock Picks) is buying, and aQuantive, which Microsoft (MSFT Quote - Cramer on MSFT - Stock Picks) bought earlier this year.

Back in April, Cramer said aQuantive and ValueClick could get bought. He was right about aQuantive and he believes he will be right about ValueClick.

Before Microsoft's acquisition of aQuantive, aQuantive was in merger talks with ValueClick, Cramer explained. Now Brian McAndrews, the former CEO of aQuantive, is a "key player" in Microsoft's online ad business, and Cramer believes ValueClick still has a chance of getting bought out.

Microsoft might make this "defensive acquisition" of ValueClick, or there's a possibility Yahoo! (YHOO Quote - Cramer on YHOO - Stock Picks) could pick it up if it wants to stay competitive, he said. Either way, ValueClick should get a "gigantic takeover premium."

In the case that ValueClick doesn't get taken over, the stock should still perform well, Cramer said. Its fundamentals are good and it's in the sweet spot of a hot industry: Internet advertising. "It is a triple buy."

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