The homeland security rally is about to lift Cubic ( CUB), James Cramer said on his
Picks and PansCramer then rattled off a list of stocks and what he thinks about them right here.
Citigroup ( C): OK, but Wachovia ( WB) is better.
KLA-Tencor ( KLAC): Good. Should do well in the coming tech rally.
Polo Ralph Lauren ( RL): Excellent. High-end retailers and manufacturers continue to do well.
Advanced Micro Devices ( AMD): OK. Should do well in the coming tech rally.
Visteon ( VC): "Not a fan. Sell."
Amgen ( AMGN), Comcast ( CMCSA), Genentech ( DNA), Intel ( INTC), Johnson & Johnson ( JNJ): "Like tremendously."
Lucent ( LU): The balance sheet is getting better, which is why the stock is up. "I think it goes higher."
Red Hat ( RHAT): Sell. "Haven't liked it since the CFO left."
Consolidated Edison ( ED): "Darn good" company, but prefers KeySpan ( KSE).
Exxon Mobil ( XOM): "Not my favorite" oil company, but very well run.
Alleghany ( Y): Very well run.
3M ( MMM): "Not my favorite conglomerate" since the company lost its CEO to Boeing ( BA). Would prefer Textron ( TXT).