RealMoney Radio: Right on Track
CSX
(CSX) - Get CSX Corporation Report
is the best railroad company in the country, Cramer told a caller on his
"RealMoney" radio show Friday.
The company ships a lot of ethanol and coal, and Cramer said he wouldn't just hold onto it, he'd be a buyer of this "high-quality" transportation company.
Cramer said he could not advocate owning
Anadarko Petroleum
(APC) - Get Anadarko Petroleum Corporation Report
because although the company did the right thing by acquiring
Kerr-McGee
(KMG)
and
Western Gas
, it will take many months for the deal to close, he said.
GlaxoSmithKline
(GSK) - Get GSK plc American Depositary Shares (Each representing two) Report
TheStreet Recommends
is the best drug company out there, other than
Schering-Plough
( SGP), which he owns for his charitable trust,
Action Alerts PLUS, Cramer told another.
He advised sticking with Glaxo and said it is the one drug company that he believes can have an unbelievable second half without a takeover.
When a caller asked about
Cisco
(CSCO) - Get Cisco Systems Inc. Report
Cramer said he is not a fan of this company, because it is "stalled."
He suggested swapping out of it and going into
Ciena
(CIEN) - Get Ciena Corporation Report
or
Tellabs
( TLAB) instead.
"You have to get out of stocks that are stuck in the mud and get into stocks that are moving," he said
UnitedHealth Group
(UNH) - Get UnitedHealth Group Incorporated (DE) Report
, which Cramer owns for his charitable trust,
Action Alerts PLUS, is finished going down, he said.
The company just won a big lawsuit, and in addition, Cramer believes the investigation of the company's CEO, Bill McGuire, involving options backdating will lead to nothing. Goldman Sachs, usually a big bear on health organizations, also came out this morning and said maybe they've been too negative on the sector, Cramer said. Cramer believes UnitedHealth is a buy, he said.
He advised a caller to buy
Walgreen
(WAG)
, which he called best-of-breed.
Crystallex International
( KRY) owns the largest gold mine company, but unfortunately it is located in Venezuela, where the government has held the mine up, Cramer said.
He believes the stock is speculative and recommended getting out of it when it starts moving again and hits $4 or $5 (the stock was recently at $3.11).
Cramer told a caller to swap out of
Aflac
(AFL) - Get AFLAC Incorporated Report
and get into
Allstate
(ALL) - Get Allstate Corporation (The) Report
.
Allstate currently has the greatest plan out there and it has stopped offering insurance to coastal cities that are potential hurricane victims, he said.
Cramer's second-best insurance play is
Prudential
(PRU) - Get Prudential Financial Inc. Report
, he said.
Although Cramer believes
Titanium Metals
is a decent company, he said
Allegheny Technologies
(ATI) - Get Allegheny Technologies Incorporated Report
is a better-run company and he told a caller to get into that instead.
He also told a caller to skip
Sapient
(SAPE)
and get into
Accenture
(ACN) - Get Accenture plc Class A (Ireland) Report
.
When a caller inquired about
Intel
(INTC) - Get Intel Corporation Report
, Cramer called the company "dead money", saying that whereas before engineers used to run the company, now it is run by sales people.
Advanced Micro Devices
(AMD) - Get Advanced Micro Devices Inc. Report
is the better company in this sector, he said. It produces faster, better and cheaper products.
Cramer said
NRG Energy
(NRG) - Get NRG Energy Inc. Report
is a buy. Not only is it dirt cheap, but the company just announced a multi-million dollar project, he said.
He told a caller he likes the aircraft company
AAR
and wouldn't be surprised if
Boeing
(BA) - Get The Boeing Company Report
acquired it.
And he recommended buying
Citrix
(CTXS) - Get Citrix Systems Inc. Report
, which he owns for his charitable trust,
Action Alerts PLUS.
To see the most recent edition of The RealMoney Radio Recap in its entirety, please click here. This recap is published every day around 3 p.m. ET.
At the time of publication, Cramer was long Citrix Systems, Schering-Plough and UnitedHealth.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, 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
Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click
here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click
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here to get his second book, "You Got Screwed!" and click
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clicking here.
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