Cramer's 'Mad Money' Recap: A Game Plan for the Recovery

02/08/08 - 07:47 PM EST

TheStreet.com Staff

Profiting on Cell Phone Upgrades

Cramer welcomed David Aldrich, President and CEO of Skyworks Solutions (SWKS Quote - Cramer on SWKS - Stock Picks) to the show for an update on the company's business.

Aldrich said the company's business continues to be strong. The cell phone industry, he said, is in the middle of an upgrade cycle, with older voice-only phones being replaced by smartphones that provide GPS, Internet and other services.

In addition, he said, Skyworks is now a sizeable supplier to all of the major cell phone manufacturers including Apple (AAPL Quote - Cramer on AAPL - Stock Picks) and Research In Motion (RIMM Quote - Cramer on RIMM - Stock Picks).

Calling Skyworks a great story, Cramer said he continues to be behind the company.

Lightning Round

Cramer was bullish on Schering-Plough (SGP Quote - Cramer on SGP - Stock Picks), Mastercard (MA Quote - Cramer on MA - Stock Picks), Wellpoint (WLP Quote - Cramer on WLP - Stock Picks), ConocoPhillips (COP Quote - Cramer on COP - Stock Picks), Sirius Satellite Radio (SIRI Quote - Cramer on SIRI - Stock Picks) and Urban Outfitters (URBN Quote - Cramer on URBN - Stock Picks).

Cramer was bearish on Whole Foods (WFMI Quote - Cramer on WFMI - Stock Picks), Wellcare Health Plans (WCG Quote - Cramer on WCG - Stock Picks) and SAVVIS Inc (SVVS Quote - Cramer on SVVS - 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 McDonald's, Schering-Plough and ConocoPhillips.

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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