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NEW YORK (
) -- "Look at all the ways to win in this market," Jim Cramer told the viewers of his
TV show Thursday.
In the spirit of Christmas, Cramer provided 12 gifts the market gave investors today.
1. Better-than-expected earning from
, a move that caused the shorts to cover their positions.
2. Better-than-expected earnings from
, causing the shorts in that stock to cover as well.
3. Red hot IPOs in China. Cramer said after big gains, he'd ring the register in these newly minted Chinese stocks.
4. A special dividend of $1 per share from
5. A two for one stock split, also from Freeport McMoRan.
6. A big acquisition for
Helen of Troy
of the privately held Kaz brand of personal care products.
7. Increased revenue forecasts from networking equipment maker
8. A refinancing deal for
to help it stave off a looming bankruptcy.
9. A big contract win for
as it inked a deal with Clear Channel.
10. Buy recommendations for
Janus Capital Group
Charles River Labs
bowed to shareholder pressure and put itself up for sale, unlocking the company's true value.
is finally beginning to pay back some of its government bailout money.
These were Just a few of the many ways to win in this market, said Cramer, even on a seemingly uneventful day.
"Don't overstay your welcome," Cramer warned viewers in the Thursday "Sell Block" segment. He said investors they must ring the register if they own any recent Chinese IPOs.
Cramer said these stocks, like
are up huge since coming public.
Youku is up 234%, while Dangdang is up 100% and SemiLEDS is up 54%. But Cramer said while he loves a hot deal, he also fears greed, which is why investors must lock in their gains and at least sell half their positions to play with the house's money.
Cramer said the Chinese IPO market is littered with failures, like
, which came public at $11 and traded to $17.50 before sinking under $7.
Other Chinese bellwethers like
have also fallen, he said, as has
Ming Yang Wind Power
Chinese Internet darling
, with its massive sustained growth, is the exception, not the rule, said Cramer. He said most Chinese IPOs, especially non-Internet IPOs, go nowhere.
In the "Executive Decision" segment, Cramer spoke with Michael Mendes, chairman and CEO of
, which is up 15% since Cramer last spoke to Mendes on Oct. 15 and one that just delivered a four-cent a share earnings beat on revenue that was up 40%.
Mendes said Diamond Foods' growth has been built on the strong investment in their brands. He said the quality of the product, its packaging and promotion are all growing nicely.
When asked about competition, Mendes said that consumers want choice when it comes to their snack foods. He said there are plenty of opportunities for innovation and Diamond is answering what consumers and retailers both want, value.
Mendes also highlighted the company's upcoming Super Bowl promotions, saying that consumers will see plenty of in-store advertising for their snack foods as well as unique social media campaigns surrounding the event.
Turning to the company's financials, Mendes explained that so-called "slotting" fees charged by retailers to initially begin carrying an item are a negative against revenue, but, he noted, they are a one-time expense and Diamond sees the benefit by the following year.
Cramer continued his recommendation for Diamond, a company that's growing four times faster than traditional consumer packaged goods companies.
In a second "Executive Decision" segment, Cramer sat down with Rick Hill, chairman and CEO of
, a company Cramer characterized as a "junior"-level growth player in the semiconductor space.
Hill said Novellus' growth has stemmed from fundamental growth worldwide for semiconductors. He said that semiconductors are a key ingredient for improving life all over the world and Novellus is at the heart of it. Novellus, he said, has the knowledge, skills and ability to continue its growth for years to come.
Among the trends working in the company's favor, a massive enterprise PC refresh cycle. Hill said that
essentially missed a generation of software and it's now critical to get every company on the planet using Windows 7.
Other favorable trends for Novellus included the countless new devices on the Internet, such as smartphones and tablet PCs as well as the need to tear down and rebuild Internet infrastructure to handle video and next-generation applications.
Cramer said he's still a believer in Novellus, especially with the company actively buying back its own stock.
Cramer was bullish on
He was bearish on
Cramer reiterated his buy recommendation of athletic apparel maker Lululemon, a company that just delivered a stellar quarter with a 46% boost in revenue and an 84% surge in profits.
Cramer said he initially liked Lulu on its IPO, but cooled on the stock after it had a big run. Recently however, Cramer said the company has so many opportunities in front of them and there are simply too few shares to go around. Although it was up $8 a share on its earnings news, he'd still be a buyer of Lulu. "This one is not done going higher," said Cramer.
--Written by Scott Rutt in Washington, D.C.
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At the time of publication, Cramer was not long any stocks mentioned.
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