On the downside, Kubota may experience a tough market in the medium-sized tractor segment where there is a lot of competition, said Cramer. But it should be able to balance out any weakness with lower prices.
Another risk would be if the yen recovers, said Cramer, making Kubota's tractors more expensive in the U.S. But he doesn't see that happening, at least not any time soon, he said.
Garmin District
Garmin (GRMN Quote - Cramer on GRMN - Stock Picks) CFO Kevin Rauckman joined Cramer to talk about his company's product mix and outlook. Cramer asked Rauckman if Garmin's margins had suffered because of increased sales of lower-margin handheld GPS devices.
Rauckman said margins have come down, but volume had picked up more than enough to offset the decline.
When asked about holiday sales, Rauckman said Garmin had given guidance the fourth quarter would be strong, driven by sales to the automotive market. "Everything we've seen so far has not changed our opinion of that."
Cramer then asked about competitor
Tomtom: "Do we have to be worried about them?"
"Absolutely," said Rauckman. "We're always worried about competition."
Rauckman said up until now Tomtom had primarily focused on Europe, but it is now "trying to come into the United States."
"They point to the fact that this overall automotive personal navigation device market is growing, and the pie is expanding greatly. I think there's enough room for them and us to do well," he said.
Cramer summed up the interview saying "This is, my sources tell me, the single, hottest gadget that is being sold for Christmas...I think Garmin is being kept down by short-sellers who disagree with me, and I think they're going to get their heads cut off."
To view Cramer's interview with Rauckman, click here.
Lightning Round
Bullish
Cramer was bullish on
Enersis (ENI Quote - Cramer on ENI - Stock Picks),
UGI (UGI Quote - Cramer on UGI - Stock Picks),
Chicago Mercantile Exchange (CME Quote - Cramer on CME - Stock Picks),
Eli Lilly (LLY Quote - Cramer on LLY - Stock Picks),
Schering-Plough (SGP Quote - Cramer on SGP - Stock Picks),
United Parcel Service (UPS Quote - Cramer on UPS - Stock Picks),
Zumiez (ZUMZ Quote - Cramer on ZUMZ - Stock Picks),
SBA Communications (SBAC Quote - Cramer on SBAC - Stock Picks),
Powerwave Technolgies (PWAV Quote - Cramer on PWAV - Stock Picks),
Sanofi-Aventis (SNY Quote - Cramer on SNY - Stock Picks),
GlaxoSmithKline (GSK Quote - Cramer on GSK - Stock Picks),
FMC Technologies (FTI Quote - Cramer on FTI - Stock Picks),
Biogen Idec (BIIB Quote - Cramer on BIIB - Stock Picks),
Domino's Pizza (DPZ Quote - Cramer on DPZ - Stock Picks),
Lehman Brothers (LEH Quote - Cramer on LEH - Stock Picks),
Goldman Sachs (GS Quote - Cramer on GS - Stock Picks),
Bear Stearns (BSC Quote - Cramer on BSC - Stock Picks),
Agnico-Eagle Mines (AEM Quote - Cramer on AEM - Stock Picks),
Anglo American (AAUK Quote - Cramer on AAUK - Stock Picks),
Evergreen Solar (ESLR Quote - Cramer on ESLR - Stock Picks),
Microsoft (MSFT Quote - Cramer on MSFT - Stock Picks) and
UnitedHealth Group (UNH Quote - Cramer on UNH - Stock Picks).
Bearish
Cramer was bearish on
Duke Energy (DUK Quote - Cramer on DUK - Stock Picks),
Centene (CNC Quote - Cramer on CNC - Stock Picks),
Elan (ELN Quote - Cramer on ELN - Stock Picks),
Papa John's (PZZA Quote - Cramer on PZZA - Stock Picks),
International Speedway (ISCA Quote - Cramer on ISCA - Stock Picks),
Cognos (COGN Quote - Cramer on COGN - Stock Picks),
General Maritime (GMR Quote - Cramer on GMR - Stock Picks),
ConAgra Foods (CAG Quote - Cramer on CAG - Stock Picks),
H.J. Heinz (HNZ Quote - Cramer on HNZ - Stock Picks) and
Sara Lee (SLE Quote - Cramer on SLE - Stock Picks).
For more on Cramer's commentary during the Lightning Round, click here.
TheStreet.com Staff
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