Jim Cramer got into the game -- the game makers -- in a Web video for TheStreet.com TV's Wall St. Confidential Tuesday.
is "well run," but for a quick trade
may be right, Cramer said.
GameStop is a "generational play" and is not going away, but Cramer said he is curious to see where
GameStop at its 52-week high of $31 could be a trade here, he said. People can sell some but they will have to buy it back, Cramer advised. "This is the best-in-show demographic retailer and it continues to do the right thing."
On Take-Two, there are two camps, he told Gregg Greenberg, the host of Wall St. Confidential. The bears are saying Take-Two is "worthless," but the people running Take-Two "are too smart to ignore the total battleground."
Further, Cramer said he's been recommending
since Michael Price from Mutual Shares sat him down and said there is a lot of value to unlock at the Japanese giant.
, Cramer said that even though it was able to sell 20 million Vista licenses, its Zune product "has no take-up."
Moreover, Cramer said that while he's been hearing about all these things that
(which he owns for his charitable trust,
Action Alerts PLUS),
are doing, there is nothing coming from Microsoft's MSN.
Cramer said he believes Microsoft's Xbox is "really good," but says it can't be a driver for the stock.
Opening the Window
another segment, Cramer told Greenberg there is such a thing as "window dressing," or the act of moving stocks aggressively on the last day of the quarter. However, it is not something people in the financial business generally want discussed, he said, adding that he neither participated in it nor does he condone it.
Some stocks that might catch bids by Friday include luxury-goods sellers
, Cramer said.
"These are all winning stocks," he said. Sotheby's is a "great way to play inflation," Coach has "consistently delivered" and is a likely candidate to be marked up, and Movado's going to have an "excellent quarter" and it has a very low multiple, Cramer said.
In the drug sectors,
has been "on a tear," and
, which is in a "sweet spot," has been consistently delivering "great numbers."
In utilities, Cramer said
is not as bad as it used to be, and
has a great yield vs. Treasuries.
In steel, Cramer said he doesn't know how
has stayed independent in a sector where there has been "tremendous consolidation."
has to go buy it, Cramer said.
is the one stock he has been behind, and it "still has good valuation."
At the time of publication, Cramer was long Yahoo!
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
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