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Don't Stop Making Websense

On days like Black Monday or Cyber Monday, when employees are "stealing" time at work by shopping online for holiday gifts, Grinch-like employers who want to fight back may consider purchasing products such as those made by Websense ( WBSN) said Jim Cramer on his "Mad Money" TV show Monday.

Websense makes software that "improves employee productivity and optimizes IT resources," said Cramer. What the products really do is monitor and restrict employee Internet usage, he said, which can help combat lost productivity due to employees shopping online.

Websense has received several downgrades recently based partly on valuation, but Cramer is not concerned. Websense has had 26 quarters of sequential revenue growth and has been profitable since Sept. 2001, he said.

The company had revenue of $108.5 million during the first three quarters of 2005, just a bit less revenue than the company had in all of 2004. Thus, Websense is experiencing accelerating revenue growth, which should propel the stock, he said.

In response to a question about Symantec ( SYMC), Cramer said he would sell Symantec and buy Websense.

Bullish on South Korea

Cramer is bullish on South Korea and the best way to play it, he said, is through Shinhan Financial Group ( SHG), Korea's second-largest bank; and FormFactor ( FORM), a semiconductor tool company based in the U.S. that does its manufacturing in Korea. Shinhan is poised to benefit from a strong South Korean economy and "massive deregulation" coming in banking.

DRAM products account for 75% of FormFactor's sales, and that business is growing at 25%. But flash memory is where the future is, said Cramer, and FormFactor's flash tool business, while representing just 14% of sales, is growing at 75%, he said.

What's more, Fidelity owns 15% of FormFactor, an added vote of confidence.

In response to a question about other investment plays in Asia, Cramer said he likes Mitsubishi UFJ Financial Group ( MTU) and Toyota Motor ( TM).


Cramer said an article in the Sunday New York Times could have been big for the stock of OraSure Technologies ( OSUR) if only it hadn't appeared in the Style section, which most Wall Street analysts don't read.

OraSure has an at-home, 20-minute HIV test, said Cramer, which could be available over the counter within 12 months if it is approved for home use by the FDA. The test is currently used in clinics, and sales have grown 90% year over year for the past two quarters, he said.

The possibility that OraSure's test could be sold over the counter has been public information for a while now, said Cramer, but "people trade on buzz." So, buy the stock before the buzz starts.

Airgas ( ARG) CEO Peter McCausland joined Cramer by telephone to talk about Airgas' stock buyback and outlook.

McCausland said his company is buying back stock because "it's a good value." Even with the buyback, Airgas has "plenty of firepower to continue making acquisitions, which we intend to do," he said, and plenty of capital for capital expenditures.

Cramer asked about Airgas' ability to implement price increases.

McCausland said that two or three years ago, Airgas was in a very tough pricing environment. But, customers now are more receptive to price increases, he said. "It's a good environment to be an Airgas shareholder."

Cramer summed up the interview saying of Airgas, "I don't want to trade it. I want to own it." Looking out to 2006 and 2007, the stock is "really 14 times two-years-from-now's earnings. That's my kind of stock."

To view Cramer's interview with McCausland, click here.

Lightning Round


Cramer was bullish on NitroMed ( NTMD), Amgen ( AMGN), Powerwave Technologies ( PWAV), Chesapeake Energy ( CHK), PetroQuest Energy ( PQUE), Ameritrade ( AMTD), National City ( NCC), Commerce Bancshares ( CBSH), Commerce Bancorp ( CBH), JDS Uniphase ( JDSU), Brown & Brown ( BRO), Pixar ( PIXR), Broadcom ( BRCM) and PPG Industries ( PPG).


Cramer was bearish on Cell Genesys ( CEGE), World Fuel Services ( INT), Nektar Therapeutics ( NKTR), Southwest Airlines ( LUV), Equitable Resources ( EQT), Constellation Brands ( STZ), Atmel ( ATML), Checkpoint Systems ( CKP), Under Armour ( UARM) and Research In Motion ( RIMM).

For more of Cramer's commentary during the Lightning Round, click here .

1. Pigs Get Slaughtered 2. It's OK to Pay the Taxes
3. Don't Buy All at Once 4. Buy Damaged Stocks
5. Diversify to Control Risk 6. Do Your Homework
7. Don't Panic 8. Buy Best-of-Breed
9. Defend Some Stocks 10. Don't Bet on Bad Stocks
11. Own Fewer Names 12. Cash Is for Winners
13. No Regrets 14. Expect Corrections
15. Know Bonds 16. Don't Subsidize Losers
17. No Room for Hope 18. Be Flexible
19. Quit When Execs Do 20. Patience Is a Virtue
21. Be a TV Critic 22. When to Wait 30 Days
23. Beware the Hype 24. Explain Your Picks
25. Find the Bull Market

Here's your chance to pick the stock you'd like me to feature on my radio show Dec. 1:
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REMEMBER to listen in on Thursday for my take on the stock that wins this poll!

At the time of publication, Cramer was long Ameritrade Holding and Commerce Bancorp.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on Mad Money are his own and do not reflect the opinions of or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio

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