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"Sometimes you just get handed something ... and you have to take the gift," Jim Cramer told "Mad Money" TV viewers Thursday, saying that the front page of
The New York Times
could mean money for
A story on the newspaper's front page said that New York State has yet to implement a new voting system, even though Congress passed the Help America Vote Act that requires states to update their voting systems, Cramer said.
And even though it has taken millions from the federal government to revamp its system, New York didn't upgrade fast enough, and now it's being sued by the Feds.
Cramer believes that Diebold will get most of NY's voting machine business, and that even if it doesn't make much of a difference to the company's bottom line, there are plenty of other states that could be sued because they've also had the problems upgrading their voting machines.
Plus, Cramer said that the company is aggressively moving into foreign markets for ATM machines, and that the company is "numero uno" in that business, as well as in voting equipment.
In the U.S., there are 760 ATMs per million people, and 790 per million in Brazil, Cramer said. But he said that in China there are only 53 per million and in India only 10 per million.
That's so much growth opportunity that Diebold is bound to prosper, Cramer said. And there's even room for a competitor like
Nay to the Naysayers
"No matter how cheap a stock goes ... there will always be a bear saying the stock should go down because it's too expensive or too faddish," Cramer said.
"The curmudgeons would rather be poor," so Cramer said to ignore the naysayers and take a look at
Though he doesn't like the store, he believes that the stock is incredibly cheap, selling at only nine times next year's earnings when the company's cash is factored out of the equation. Plus, he said it should grow earnings at 21%.
"Maybe it is an insipid concept -- but cheap is cheap," Cramer said.
He said that 22% of Build-A-Bear's float is being shorted and that conventional wisdom is that the company is a fad and that is not going to last.
"I think the story will get bigger before it gets smaller," Cramer said, adding that he likes the company for strictly numerical reasons.
A year ago, the company had 170 stores, and he said that number could grow to 400 workshops before achieving saturation, making it a serious regional to national story
Those are always the best retail stories because they have the most growth, Cramer said. And even though some people believe that the company is a fad, 60% of its sales are from returning customers.
Plus, Cramer said that the company's growth projections don't take into account licensing agreements that Build-A-Bear has with
Cramer turned his attention to a stock that has "broken so many hearts, lost so many people so much money and flat lined for so long that everybody has forgotten that they ever had any potential."
That stock was
Five years ago, the company had a vision for an all-optical network that could be used to transmit voice and data everywhere, but then spent so much money building the network that the company nearly went bankrupt, Cramer said.
The stock soared to as high as $1,000 a share, reverse-split-adjusted, but then sank all the way to $3 a share.
But Cramer believes that even the worst, most broken company can turn itself around and that you just know what to look for.
Cramer said that Broadwing will be a turnaround story.
He said that cash flow and cash in hand for next year are good, and that the company has improved its cash flow burn rate for the fourth straight quarter, meaning that it's eating through less money.
Plus, the company broke even for the first time last quarter and is nearly debt-free, he said.
Cramer pointed out that the stock has gone from $4 to more than $9 in less than a year, and that its data and broadband businesses grew 15% last quarter. He said the company has seen increased enterprise demand for its product because it built a "best in class" optical network.
Russell Horowitz, CEO of
joined Cramer to discuss what his company does and why he still sees a bull market in search.
Marchex helps merchants place effective ads in the most effective places, and then fulfills those advertising needs through partner and proprietary arrangements, Horowitz said.
Despite all the flap about
, Horowitz said there is still growth ahead.
He pointed out that markets move in cycles, and that includes paid search. While keyword search may be slowing, Horowitz said there will be acceleration in local search.
Horowitz added that while other companies compete with parts of the company's business, no one else has the same combination of assets.
Cramer was bullish on
RF Micro Devices
Advanced Micro Devices
Cramer was bearish on
Sirius Satellite Radio
Petcob Animal Supplies
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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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