Cramer's 'Mad Money' Recap: Finishing Strong

Stock quotes in this article: JEC , WFR , AAPL , GME , MON , AGU , LXU  

Moreover, Agrium, although up this year, is the cheapest in its group, he said. But that's not to say that Deere (DE Quote), Monsanto (MON Quote) and Bunge (BG Quote) 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), 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), a heating and cooling company, got a big bid from Ingersoll Rand (IR Quote) 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) 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), First Solar (FSLR Quote), MEMC Electronic Materials (WFR Quote), IntercontinentalExchange (ICE Quote), Occidental Petroleum (OXY Quote), Horsehead (ZINC Quote), Freeport-McMoRan (FCX Quote), Lundin Mining (LMC Quote) and Johnson Controls (JCI Quote).

Cramer was bearish on Star Bulk Carriers (SBLK Quote),

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

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."

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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