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Jim Cramer kicked off Speculation Friday by telling viewers of his "Mad Money" TV show that he wants to find them the next
, a beverage stock he "nailed."
Hansen, he said, "is the kind of grand slam everyone wants a piece of." Now Hansen is "played out," Cramer said, especially because JPMorgan gave it an "untimely upgrade" this morning. But the next "big play" he sees in the beverage market is
Cramer said he sees a lot of similarities between the two beverage makers. For example, like Hansen, Jones Soda sells alternative beverages targeting a younger demographic, which is likely to be more loyal to the beverage brand, he said. Also, both Hansen and Jones Soda grew out of the western U.S. and have western-centric markets, Cramer said.
In the beginning, Hansen had only a couple of analysts covering it; similarly, right now there are only three analysts covering Jones Soda, but this number should increase as the company gets bigger and its stock goes higher, he said.
And because Cramer believes "it pays to be a cynic," he pointed out the dissimilarities between the two as well. Jones, unlike Hansen, hasn't participated in the "energy drink craze," he said. Instead it is "capitalizing on a laggard soda industry," as the alternative to
Also, Jones Soda hasn't reached substantial revenue or profit growth, and it hasn't extended its distribution channels, Cramer pointed out. But this means the company just has a lot of room to grow, he said.
"The similarities between these two stocks outweigh the differences," Cramer said. And contrary to popular belief, he said, he still sees upside to Jones Soda, even though it has doubled since he started talking about it.
BOD: RadioShack, Sears
On Friday's installment of Cramer's new "Benefit of the Doubt" series, he focused on two retailers:
, which he owns for his
Action Alerts PLUS charitable trust.
RadioShack's Julian Day and Sears' Eddie Lampert are two company heads who are "hated by Wall Street for trying to make money rather than making analysts happy," he said.
Starting with Day, Cramer said the CEO is "restoring profitability" before he starts thinking about new strategies. First RadioShack needs to be run as a business regionally, he said, rather than sell all the same products in all the stores, whether it's practical to do so or not.
Cramer said he won't argue that both RadioShack and Sears are "broken" retailers, but RadioShack is trying to make money while it tries to fix itself. Day gets nothing but disrespect from the Street, but he's doing what he should be doing, said Cramer, who added him to his BOD list.
Meanwhile, Lampert is fixing Sears "brick by brick," Cramer said, but critics can't give him the benefit of the doubt because they think he couldn't resuscitate Kmart. Lampert applies Wall Street strategies to his business to hedge, which Cramer believes is a smart move.
With Lampert at the helm of Sears, investors are getting not just a retailer but someone with a Wall Street edge. Sears will soon be resolved, said Cramer, and he believes people should get in.
Cramer's Game Plan
During the show's "Game Plan" segment, Cramer told viewers there are three things worth looking out for next week: two initial public offerings and a quarterly report.
is a telco equipment company going public next week under the ticker VRAZ. "I want you in this one," Cramer said. The IPO should price between $10 and $12, but Cramer said he would be willing to pay up to $14 a share for the stock.
He advised getting into the IPO via its lead bookrunners, Credit Suisse and Lehman Brothers.
The second IPO will be for
, an energy technology company that will trade under the symbol COMV. This is an offering Cramer said he'd be attracted to if the bookrunners lowered the entry price.
Its price range is currently $15 to $17, but Cramer said he can't endorse buying it for more than $12.50.
reports its quarterly results on Wednesday, and now that
is "blinking" and cutting stores, Cramer said, people need to see how bad Best Buy's quarter is.
He advised buying the retailer after it goes down but said he doesn't like it as much as he likes
In his "Mad Mail" segment, Cramer told a mailer he believes
is "totally dead money." He recommended
, which he owns for his charitable trust, as a "better, cheaper" PC company.
He told another viewer he likes
, has liked it for many years and is not backing away from it.
Further, Cramer told a separate mailer he believes
GOL Linhas Areas Inteligentes
is going from $30 to $40.
Cramer was bullish on
American Capital Strategies
Allscripts Healthcare Solutions
Cramer was bearish on
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At the time of publication, Cramer was long Hewlett-Packard and Sears Holdings.
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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