Mad Money Recap

Cramer's 'Mad Money' Recap: Yogurt for Portfolio Health

 

Greenberg's Red Lights

Senior MarketWatch columnist Herb Greenberg joined Cramer to take the wind out of the sails of some hot-looking stocks.

Cramer wanted to know why Greenberg wasn't excited about Netflix(NFLX), which he said reported positive earnings numbers, lowered its costs and made money selling used DVDs.

Greenberg said that even though people are excited by the company's guidance, it didn't raise its pretax guidance. Moreover, he said that the company gave long-term guidance that he called irresponsible because it is too far out in the future.

And even though Energy Conversion Devices(ENER) seems to be doing well on solar power, Greenberg called it a "retread stock" that has nothing new to offer.

And as for Rambus(RMBS), Greenberg said analysts believe the company itself is worth $10 a share. The stock currently trades just below $35 a share.

He said that investors are speculating that Rambus will come to a settlement with Hynix Semiconductor, a Korean chipmaker against which Rambus filed a patent infringement suit. This sort of speculation, Greenberg said, is not enough to make him want the stock.

Beer's New King

Is beer really dead? Not if you're InBev, a brewing stock that has to be bought in Belgium, Cramer said.

InBev is the new king of beers, Cramer said, posting good growth in a world that isn't supposed to like beer anymore.

The company's brands include Stella Artois, Beck's and Bass, and the company has made a killing by not being the king of beers in the U.S., he said.

Instead, Cramer said that InBev is taking market share in the Ukraine, Russia, Korea and South America. The company sees that there's not much growth left for beer in the West, so it's expanding its horizons even into the Chinese market, he added.

Lightning Round

Cramer was bullish on American Express(AXP), Genesis Microchip(GNSS), Diamond Offshore(DO), BHP Billiton(BHP), Rio Tinto(RTP), TrustCo Bank(TRST), Accredited Home Lenders(LEND), NeoPharm(NEOL), Amgen(AMGN), EOG Resources(EOG), Mine Safety Appliances(MSA) and Palm(PALM).

Cramer was bearish on International Game Technology(IGT), AES(AES), BellSouth(BLS), SulphCo(SUF), Audible(ADBL), Umpqua Holdings(UMPQ), iRobot(IRBT), Pain Therapeutics(PTIE) and Lear(LEA).

For more of Cramer's insights during the Lightning Round, click here.


Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here.

Here's your chance to pick the stock you'd like me to feature on my radio show Jan. 26:
AMD
Verizon
Centex
Nokia
D.R. Horton
McDonald's

REMEMBER to listen in on Thurday for my take on the stock that wins this poll!

>To order reprints of this article, click here: Reprints

At the time of publication, Cramer was long BHP Billiton and Yahoo!.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on Mad Money are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.

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