Cramer's 'Mad Money' Recap: Finishing Strong

12/21/07 - 07:53 PM EST

TheStreet.com Staff

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

This stock, he said, is unknown on Wall Street, but as it starts to receive attention it should go higher.

Cramer said he likes the fact that the company is in the climate-control industry because of the fact that Trane (TT Quote - Cramer on TT - Stock Picks), a heating and cooling company, got a big bid from Ingersoll Rand (IR Quote - Cramer on IR - Stock Picks) on Monday. That makes Cramer believe the heating and cooling business has a lot more going for it than previously thought.

It's possible LSB could become the next Trane, Cramer said.

He also likes that the company has "great visibility" with two deals that should last through 2010.

The main reason it's a speculative play is because 95% of its business is in the U.S., Cramer said. However, if things go right and its climate-control business gets the legislative mandates it needs, it could be a big winner.

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),

Sterlite Industries India (SLT Quote - Cramer on SLT - Stock Picks), Yingli Green Energy (YGE Quote - Cramer on YGE - Stock Picks), Blue Coat Systems (BCSI Quote - Cramer on BCSI - Stock Picks), Art Technology (ARTG Quote - Cramer on ARTG - Stock Picks) and Seaspan (SSW Quote - Cramer on SSW - Stock Picks).

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

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

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At the time of publication, Cramer was long Freeport McMoRan.

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."

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