Cramer's 'Mad Money' Recap: Money Managers 101

Stock quotes in this article: BA , CSCO , XOM , GS , HAL , MSFT , GOOG , CVX , COP , AAPL  

The third caller named the following five stocks: Microsoft (MSFT Quote), Saic (SAI Quote), Walgreen, Sears Holdings (SHLD Quote), which Cramer owns for his charitable trust, Action Alerts PLUS, and Google (GOOG Quote).

Cramer recommended getting rid of Microsoft and keeping Google, as together they are a pair of tech stocks.

In his "Mad Mail" segment, Cramer told a caller that stocks tend to bottom six to nine months before the fundamentals show it. He went on to say he believes the homebuilding industry should come out of its recession when the Fed starts cutting, which it will.

But "if you're waiting around for the numbers to go up, you will miss most of the move," Cramer said.

Responding to another viewer, he said he was "severely disappointed" with Arena Pharmaceuticals (ARNA Quote) and feels bad for recommending this stock.

Lightning Round

Cramer was bullish on Research In Motion (RIMM Quote), Marvell Technology (MRVL Quote), UnitedHealth (UNH Quote), Darden Restaurants (DRI Quote), Boston Scientific (BSX Quote), Johnson & Johnson (JNJ Quote), Toyota Motor (TM Quote), Terex (TEX Quote) and Halliburton (HAL Quote).

Cramer was bearish on Palm (PALM Quote), Micron Technology (MU Quote), Burger King (BKC Quote), Pier 1 Imports (PIR Quote), General Motors (GM Quote), H&E Equipment (HEES Quote) and Sun Healthcare (SUNH Quote).

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

In the "Sudden Death" round Cramer was bullish on Royal Bank of Canada (RY Quote) and he was bearish on Cummins (CMI Quote).

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

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At the time of publication, Cramer was long Goldman Sachs, Halliburton, Johnson & Johnson, Marvell Technology, Sears Holdings, Toyota Motor and UnitedHealth.

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. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. 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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