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"The new face of shopping on the Internet is
," Jim Cramer told viewers of his "Mad Money" TV show Monday.
It is the one company that has found a way to cater to the "Internet illiterate baby boomer generation," he said. Coldwater puts its Internet shoppers in touch with an actual human being, who helps shoppers locate merchandise they're seeking.
It is no secret that people over the age of 35 cannot use computers, Cramer said.
"Baby boomers still don't understand the Internet," he said. "If you're a parent, there's a 50/50 shot that your kids help you with the Internet."
Coldwater has a site that is not only focused on any female baby boomer, but the female baby boomers that make more than $75,000 a year, Cramer continued. This is "pure genius," he said.
Until now women have merely bought things on the Internet, but now they can actually "shop," Cramer said. But the site is not the only reason Cramer likes this stock.
"This stock has the retail triple play going for it," he said. That is, Coldwater generates sales through a catalog business, an Internet business and a chain of retail stores.
Not only does it have "a great catalog division," it has "great stores" as well, Cramer said. "It is a regional-to-national story."
In addition, 85% to 95% of Coldwater's transactions are sold full-price, and it is "aggressively" growing its store count, he said.
Cramer called Coldwater a "triple buy" and "a cheap stock" that is not done going up.
Toyota Really Motors
cuts back production and
becomes a smaller business, it is time to get into
, Cramer told viewers.
Toyota Motor is not just making the Camry or your mom's minivan anymore, "it is
stepping up and changing its marketing efforts in the U.S.," he said. "Toyota is coming out with its first full-size pickup truck."
Toyota has also made a "big move" by putting a car into NASCAR, the second-biggest sport in the U.S., Cramer went on to say.
"It is becoming more of an American car company, as GM and Ford continue giving up market share," he said.
GM has been "stalled" ever since the
deal fell apart and Jerry York left the company's board.
Meanwhile, "Toyota reported the best quarter of all the automakers," he said. "It was just a great number."
Every year there are 16 million cars sold in America, Cramer said. But together, GM and Ford are making 490,000 fewer cars in North America.
This presents a "monster opportunity, and Toyota will not pass it up," he said. "This could be the end of the line for GM and Ford as being competitive auto companies in America."
With its new pickup truck and its entry into NASCAR, Toyota could be the next big American automaker, Cramer said.
Market players need to go buy
, Cramer said.
According to Cramer's options-scandal theory, when a stock is first faced with such a scandal, it bottoms but then starts to inch up. As people wait for a resolution, they should buy the stock because it's likely to start going up as it finds a resolution, he said.
whose CEO resigned Monday, has gotten some resolution, Cramer said. Therefore, it's time to buy some.
Also, it doesn't make sense that a company would bother to backdate options for an executive if the executive didn't see a bottom coming in the future, he went on to say. Anyone who has the power to backdate options also has the power to write himself/herself a check and give themselves cash.
At KB Home, the chief executive chose stock because the future probably looked better, Cramer said.
In addition, the stock is trading at 1.5 times its book value, which is "very cheap," he said. "It has almost no debt and screams takeover target."
People should get in before others realize it is undervalued, Cramer said. Although it is widely perceived as a California homebuilder, KB Home has diversified itself away from California and moved to other states as well. In fact, only 31% of its sales are now from the state.
Plus, as Cramer regards California to be a growth state, the company's exposure to the Golden State should be regarded as a "good thing."
Other general drivers why he refuses "to quit in real estate," is that immigration is causing massive population growth, raw costs have come down, inflation and interest rates are low, all of which work in favor of the sector.
There are lots of reasons to buy homebuilders, and Cramer said his soon-to-be-proven theory on options scandals makes KB Home a buy right now.
Eyes on Radvision
chief financial officer, Tsipi Kagan, to the show and asked her about favorable changes in the video-conferencing area.
There are several things that have changed since the technology's inception, Kagan responded. There are Internet Protocol networks everywhere, which makes for an "advantage for great quality." And in addition, the technology is easier to use, she said.
Referring to a Cantor Fitzgerald report, Cramer explained the reasons why some analysts are worried about Radvision having a high level of customer concentration with
"Having Cisco as a partner is the best thing that has happened to Radvision," Kagan said. "It's a great potential for growth."
Another big partner is
, she went on to say.
As the company just recently announced its relationship with IBM, it isn't a major part of Radvision's revenue yet, but should be in 2007, Kagan said.
"I'm not as scared having Cisco and IBM as my partners," Cramer said. "I actually consider it a blessing. Radvision's going higher."
To view Cramer's interview with Tsipi Kagan, please click here.
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At the time of publication, Cramer had no positions in stocks mentioned.
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