Cramer's 'Mad Money' Recap: Finishing Strong
12/21/07 - 07:53 PM EST
Moreover, Agrium, although up this year, is the cheapest in its group, he said. But that's not to say that Deere (DE Quote - Cramer on DE - Stock Picks), Monsanto (MON Quote - Cramer on MON - Stock Picks) and Bunge (BG Quote - Cramer on BG - Stock Picks) are too expensive, because they're not, Cramer stressed. However, "Agrium has a whole lot higher to go."
Speculation Friday
For Speculation Friday, Cramer suggested a flier on LSB Industries (LXU Quote - Cramer on LXU - Stock Picks), a company that has exposure to both the agriculture business and the climate-control business.Cramer: 2 Energy Stocks for Life |
The Bridgeway Way
Cramer asked Bridgeway Aggressive Investors(BRAGX Quote - Cramer on BRAGX - Stock Picks) fund owner John Montgomery about his strategy, which allows the fund to make money in good times and bad. "We focused on not only the return, but the other half of that is controlling risk," Montgomery responded. In 1999, when technology went through the roof, the fund was exposed to that sector, he said. But coming into 2000, Bridgeway's overlay of risk kicked in and they started cutting back from a risk control standpoint. When asked how he determines if a stock is expensive or not, Montgomery said the fund follows the disciple of its quantitative models. Cramer noted to viewers that Bridgeway has seen an average return of more than 18% in the last five years.Lightning Round
Cramer was bullish on Garmin (GRMN Quote - Cramer on GRMN - Stock Picks), First Solar (FSLR Quote - Cramer on FSLR - Stock Picks), MEMC Electronic Materials (WFR Quote - Cramer on WFR - Stock Picks), IntercontinentalExchange (ICE Quote - Cramer on ICE - Stock Picks), Occidental Petroleum (OXY Quote - Cramer on OXY - Stock Picks), Horsehead (ZINC Quote - Cramer on ZINC - Stock Picks), Freeport-McMoRan (FCX Quote - Cramer on FCX - Stock Picks), Lundin Mining (LMC Quote - Cramer on LMC - Stock Picks) and Johnson Controls (JCI Quote - Cramer on JCI - Stock Picks). Cramer was bearish on Star Bulk Carriers (SBLK Quote - Cramer on SBLK - Stock Picks),Featured Photo Galleries
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