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NEW YORK (
) -- "The week leading up to Thanksgiving is usually an up week for stocks," Jim Cramer told the viewers of his "Mad Money" TV show Friday.
As a result, he encouraged viewers to use the opportunity to pick up a few good earners at bargain prices.
Cramer said he's looking for good things from
when it reports after the close on Monday. But, he said, the stock has run up ahead of the quarter, so he'd wait to buy in after they report. "No matter how good the quarter, they're likely to sell off anyway," he said.
( JCG), a stock Cramer called the best retailer out there. He said that so many investors believe in this company that it's almost surely going to sell off after it reports on Tuesday. Cramer said he'd be a buyer on any weakness.
Cramer also said he'd be a buyer of agriculture equipment giant
, along with
. Both of these stocks, he said, should benefit from a global recovery and a weaker dollar.
also reports next week. Cramer said he would not be a buyer, but would instead just listen to the commentary on the company's conference call.
Finally, Cramer said as Congress debates health care next week, the negative headlines will likely hurt
, and he'd be a buyer of that name on any weakness as we feels the stock will see $60 a share.
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Dealing With Patent Expirations
In the "Executive Decision" segment, Cramer spoke with Chris Viehbacher, CEO of
, a stock which Cramer called a battleground, as investors debate the impact of coming patent expirations for its blockbuster drugs.
Viehbacher said that Sanofi's strategy has been not to just fill in the voids left by drugs that are coming off patent, but rather to create new businesses, with high barriers to entry, that offer stability and tremendous growth opportunities. He said the company's vaccine and animal health businesses offer that stability.
Viehbacher also announced Sanofi's new treatment for malaria, which cures people infected with the disease in just three days for just a dollar for adults and 50 cents for children. The drug promises to be huge in the developing world.
Turning to macro issues, Viehbacher said our country hasn't talked enough about prevention and screening, and he feels we're taking steps backwards in some regards.
When it comes to diseases like breast cancer, Viehbacher said screening and early detection are paramount. He also said his company's latest treatment for breast cancer, currently in phase-three testing, is showing promise with a number of different tumor types.
Cramer continued to recommend Sanofi-Aventis as a solid drug maker with a great dividend.
In this segment," Cramer highlighted
, an auto parts supplier which just emerged from four months in bankruptcy protection.
Cramer said Lear is a great way to speculate on the recovery, since this No. 2 player in automotive seating was able to shed $2.5 billion of debt, leaving it with just $1.0 billion in debt and an estimated $1.5 billion in cash on hand by year's end.
Cramer said competition in automotive seating is limited, and the new leaner, meaner Lear makes it an attractive company. The company is now generating margins seen at the peak of the market in 2007 and has great geographic diversity, with only 30% of sales being tied to the U.S.
According to Cramer, Lear is also attractive because of its electrical and electronics business, both of which are growing steadily. He said Lear, which trades at a 18% discount to its peers, should be trading at a premium given its new, solid balance sheet, cash positive position, and great growth prospects.
Getting Into Bonds
Shifting gears to something outside the realm of stocks, Cramer welcomed Curtis Arledge, co-head of U.S. fixed income at
, to the show to discuss the outlook for the bond market.
Arledge said while 2008 was all about managing credit risk in the bond market, 2009 is turning out to be all about managing interest-rate risk. He agreed with Cramer that investing in U.S. Treasuries does entail some risk. Arledge said that investors will get their money eventually, but there are other fixed-income classes available that are better investments.
When it comes to choosing the right bonds to invest in, Arledge said that bond require in-depth credit analysis that's best left to the professionals and not the average investor.
Finally, when asked about his recent bullish comments on the commercial real estate market, Arledge said that the government's programs have stabilized housing and real estate, and while he's not overly bullish on those groups, there is some value out there, even in commercial real estate.
Cramer was bullish on
Enterprise Products Partners
Cramer was bearish on
Knight Trading Group
Las Vegas Sands
Satyam Computers Services
-- Written by Scott Rutt in Washington D.C.
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At the time of publication, Cramer was not long on any stock mentioned.
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