Cramer's 'Mad Money' Recap: Judging Judge Roberts' Portfolio

Stock quotes in this article: ECA , XMSR , MRK , PFE , JNJ , UNH , DNA , CD , CAT , CVS , CX , SBS , AXP , MET , NTES , EP , SNDK , CMX , CL , HLTH , PSUN , JPM  

As for CVS, Greenberg has red-flagged the stock in his newsletter. The company has more debt than any of its competitors, Greenberg said. An oddity -- though Greenberg said it wasn't a good reason to red-flag the stock -- is that the company requires its CEO to fly in a corporate jet.

Meanwhile, said Greenberg, the CEO of Walgreen(WAG Quote), flies coach. Finally, CVS has garnered most of its growth through acquisitions, Greenberg said. But come the end of August, when the company reports its numbers on an anniversaried basis, it is going to show slower growth of about 5% to 6%.

Cramer said he likes both CVS and Walgreen but acknowledged that Walgreen is the better play.

The Lightning Round

Bullish

Cramer was bullish on: MetLife(MET Quote), Life Time Fitness(LTM Quote), Netease.com(NTES Quote), "the stock is not stopping here," Cramer said; Phelps Dodge(PD Quote), Harris(HRS Quote), Autodesk(ADSK Quote), Quicksilver Resources(KWK Quote), El Paso(EP Quote), SanDisk(SNDK Quote), PPG Industries(PPG Quote), Texas Instruments(TXN Quote), Williams Companies(WMB Quote), Texas Industries(TXI Quote), TXU(TXU Quote), "the stock is going to $100," said Cramer; Piedmont Natural Gas(PNY Quote), Smith & Wesson(SWB Quote), and Caremark(CMX Quote).

Bearish

Cramer was bearish on: Colgate-Palmolive(CL Quote), Tupperware(TUP Quote), there was nothing to like about its most recent quarter, Cramer said; WebMD(HLTH Quote), Coca-Cola(KO Quote), Syntroleum(SYNM Quote), Pacific Sunwear(PSUN Quote), Progressive Gaming International(PGIC Quote), Liberty Media(L Quote), "it is an absolutely terrible stock," Cramer said; Packaging Corp. of America(PKG Quote), Mueller Industries(MLI Quote), J.P. Morgan Chase(JPM Quote), "you want to own very few banks here," Cramer said; Wind River Systems(WIND Quote), and Boston Scientific(BSX Quote).

1. Pigs Get Slaughtered 2. It's OK to Pay the Taxes
3. Don't Buy All at Once 4. Buy Damaged Stocks
5. Diversify to Control Risk 6. Do Your Homework
7. Don't Panic 8. Buy Best-of-Breed
9. Defend Some Stocks 10. Don't Bet on Bad Stocks
11. Own Fewer Names 12. Cash Is for Winners
13. No Regrets 14. Expect Corrections
15. Know Bonds 16. Don't Subsidize Losers
17. No Room for Hope 18. Be Flexible
19. Quit When Execs Do 20. Patience Is a Virtue
21. Be a TV Critic 22. When to Wait 30 Days
23. Beware the Hype 24. Explain Your Picks
25. Find the Bull Market
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At the time of publication, Cramer was long Cendant, EnCana, J.P. Morgan Chase and UnitedHealth Group.

James J. Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for ActionAlertsPLUS. While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here. Listen to Cramer's RealMoney Radio show on your computer; just click here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict."





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