Mad Money Recap

Cramer's 'Mad Money' Recap: Next Week's Game Plan

 

Wal-Mart (WMT), a stock which he owns for his charitable trust Action Alerts PLUS, Jones Apparel (JNY) and VF Corp (VFC).

On the negative side, Cramer recommended waiting for a pullback before buying some of the names he's touted this week, mainly the wildcat drillers.

An Orphan Stock

Concluding his series on wildcat oil drillers, Cramer recommended RAM Energy (RAME).

RAM Energy operates in Texas, Louisiana, Oklahoma and West Virginia, with 39 million barrels of proven reserves.

As with other wildcatters Cramer have recommended, RAM Energy is all about its exposure to oil shale fields and their potential. The company has already raised its production guidance and Cramer said Wall Street will love the company's growth.

Stockpickr

Cramer cited the expiration of 18.8 million warrants, most with a $5 strike price, as one of the catalysts that will allow shares of RAM to begin edging higher. He also said RAM is what he calls an orphan stock, with only four analysts covering the company, none of which are from a major firm.

Cramer said the stock will rise once Wall Street starts taking notice of RAM.

Cramer said this $5 stock could go as high as $8, but he warned investors that this speculative name should be traded with caution. He advised investors to buy in small increments, not to use market orders, and certainly not to pay up for the stock. He urged investors to wait for a good entry point.

Speculation Friday

For this weekly segment, Cramer highlighted Sun Hydraulics (SNHY) as another fluid dynamics stock that he said is on the rise. He credited BusinessWeek's "Hot Growth Stocks" list for first alerting him to the name.

Cramer said he's returning to the fluid dynamics group because they're making money. He credited Sun for simply making a better valve, something greatly needed in oil rigs and other industrial applications.

He said Sun also has great international exposure, with 50% of the company's sales overseas. Domestically, Sun now has a 17% market share of a billion-dollar market, with many new innovations to come.

On a valuation basis, Cramer said Sun is cheap. The stock trades at just 17.5 times its forward earnings with a 23.5% long-term growth rate. The company only has three analysts covering it, and Cramer said the balance sheet is clean, the company carries only a little debt and he feels this $38 stock has the potential to reach $48 a share.

"When is comes to the best valves, you want Sun Hydraulics," he said.

Second Thoughts

Recently, Cramer was stumped by two lightning round stocks: Linn Energy (LINE) and Brigham Exploration (BEXP). After doing the homework on both names, he followed up with his opinions.

Cramer called Linn Energy a pretty good stock. This conservative driller has a large dividend and is at the tail end of a turnaround, he said.

Because of its inconsistent results, he said he'd stay away from Brigham Exploration and wait for a pullback before he'd buyer of this name.

Lightning Round

US Bancorp (USB), Sociedad Quimica (SQM), Agnico-Eagle Mines (AEM), Yamana Gold (AUY), Otter Tail (OTTR), Northrop Grumman (NOC), EMC (EMC), AK Steel Holding (AKS), Reliance Steel (RS), United States Steel (X) and Nucor (NUE).

Cramer was bearish on Barrick Gold (ABX), Winnebago Industries (WGO), Corn Products International (CPO) and Starwood Hotels & Resorts (HOT).

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.

>To order reprints of this article, click here: Reprints

At the time of publication, Cramer was long Wal-Mart, Yamana Gold and EMC

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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