RealMoney Radio: CVS Merger Malaise

Cramer calls the acquisition of Caremark by CVS worrisome.
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The pharmacy benefit manager

Caremark

(CMX)

and drug store chain

CVS

(CVS) - Get Report

acquisition is "worrisome," Jim Cramer said on his

"RealMoney" radio show Thursday.

Caremark may have been acquired for a number of reasons. It's possible that Caremark didn't have anywhere else to grow, or it could be that the average wholesale price is rigged preventing the company from competing in its market, Cramer said.

On the other hand, it could be that CVS was the one with slowing growth, he said.

Either way, Cramer said the acquisition worries him to the point where he's suggesting people don't buy either stock.

Another worrisome deal is the one regarding

Tribune

(TRB)

.

"Tribune is a case of the incredible shrinking circulation," Cramer said. "I continue to believe that radio and newspaper properties are losing value by the month, mostly to

Google

(GOOG) - Get Report

," as Google can tell advertisers how many times people visit their ads whereas newspapers and magazines can't.

Whenever gold stocks run, as they have been for the past five days, people have to hold their breath and wait for these stocks to fall, he said.

Cramer's favorite gold stock is

Yamana Gold

(AUY) - Get Report

, which is up 160% year over year, he said.

Further, he believes that Yamana is not done going up. However, if gold stocks do not start drifting down soon, people are going to start hearing about inflation coming back and the possibility of a rate hike, Cramer said.

"I don't like to see gold rallying," he said.

A mineral company Cramer does like is

Lundin Mining

(LMC)

.

"The stock is at $35, and I wish I owned it for my charitable trust,

Action Alerts PLUS," he said.

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