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'RealMoney' Radio Recap: Must See TV Suppliers

If you want to play the high-end tube fad, buy Corning, TI and Trident, Cramer tells listeners.

Jim Cramer was watching TV Tuesday on his

"RealMoney" radio show.

Specifically, Cramer was taking a look at the high-end TV sets that are likely to be scorching hot at retail this Christmas. He said investors could buy

Texas Instruments

(TXN) - Get Texas Instruments Incorporated Report



(GLW) - Get Corning Inc Report


Trident Microsystems


to take advantage of building demand.

Prices are coming down significantly, Cramer said, for digital light processing and liquid crystal display televisions, and that is sure to spur demand. (Cramer noted that the dynamics are different for so-called plasma screen TVs.) But don't buy the stocks of TV manufacturers such as


(SNE) - Get Sony Corp. Report


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. Margins will be squeezed by falling prices. Instead, buy suppliers. Of the three, Cramer said, Corning is his favorite.

If you wait until Christmas to buy these stocks, though, you're going to miss the trade, said Cramer. You must act now. Sony, Samsung and others are placing orders in order to make the holiday season list at


(WMT) - Get Walmart Inc. Report


Best Buy

(BBY) - Get Best Buy Co., Inc. Report

. Christmas season comes now for the suppliers, he said.

Danger Zone

Cramer highlighted






in the Danger Zone, which highlights the stocks of troubled companies. Cramer said he thinks both stocks are headed to zero. Both companies have serious problems with liquidity, and Cramer doesn't think the companies can survive without declaring bankruptcy.

Listener Questions

A caller wanted to know about what technical analysis signals, if any, Cramer uses to spot a bottom in a stock. Cramer said he looks for patterns that have held in the past and volume spikes. He is even more confident when he sees these signals occur with high-quality stocks that pay good dividends.

A caller wanted to know if there were any other


(BIDU) - Get Baidu Inc. Report

coming public. Cramer said no.

An emailer wanted to know if she should sell


(MRK) - Get Merck & Co., Inc. Report

. Cramer, who has been negative on Merck said yes.

A caller asked which company Cramer liked between

Coventry Health Care



WellCare Health Plans

(WCG) - Get WellCare Health Plans, Inc. Report

. Cramer said he liked both companies and thought that both were likely candidates for takeovers. But, between the two, he prefers Coventry because it is cheaper relative to its growth rate.

An emailer asked which, if any, stocks might benefit from the new Medicare prescription drug plan. Cramer recommended

UnitedHealth Group

(UNH) - Get UnitedHealth Group Incorporated Report


An emailer wanted to know if he should sell Pfizer. "I have no desire to own Pfizer," Cramer said because there are no catalysts. "Cheap stocks can stay cheap for a long time" without catalysts, he added.

An emailer wanted to know about

Eli Lilly

(LLY) - Get Eli Lilly and Company Report

. Cramer said he didn't dislike Lilly, but it would be his third choice among large-cap pharmaceutical companies. His favorite among large-cap pharmaceutical companies is



, and is second favorite is

Johnson & Johnson

(JNJ) - Get Johnson & Johnson Report

. J&J is the "cheapest I can ever recall," said Cramer, who thinks J&J is being penalized for being part of an out-of-favor sector and for its announced acquisition of



. "I would buy it," he said.

A caller wanted to know about reports that

Research In Motion


had agreed to a joint development deal with


(INTC) - Get Intel Corporation Report

. Cramer thought the rally in RIM's shares "was only a little traders' rally. RIM is not something I want to buy here." On the other hand, Cramer said, "I think INTC should be bought."

In response to a caller's question on

Tibco Software


, Cramer said, "I think business is finally stabilizing there. I would hold on to the stock and buy more if it were to drop $1 from here."

Finally, Cramer said to be aware when managements play the "UPOD" game: underpromise and overdeliver. A recent UPOD situation happened with

Panera Bread


. "Please do not sell Panera," Cramer said. "It's going higher."

At the time of publication, Cramer was long Intel and UnitedHealth.

James J. Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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