"Today, we saw everything up," said Jim Cramer on his "Mad Money" TV show Friday. Cramer said that oil, tech, infrastructure, retail and brokers did well as a whole, and that he's even "warming up to the homebuilders." His pick of that bunch is Toll Brothers ( TOL). Sports and stocks have much in common, said Cramer, adding that an analysis of both requires "the exact same skill set." Cramer welcomed football legend -- and investor -- Joe Theismann onto the program. Keeping up with this week's Fantasy Football drafts, Cramer had the ex-Redskins quarterback pick his championship players on the field and on the Street. According to Theismann, the "franchise player" of a stock portfolio -- as equated to Colts QB and Super Bowl MVP Peyton Manning -- is Monsanto ( MON). Theismann said that Monsanto has diversified investments, pays a 1% dividend and has opportunity to grow. Cramer agreed that it could be best of breed and has a solid foundation. Philly Eagles' QB Donovan McNabb, or the "comeback player," is Six Flags ( SIX). Theismann likes the company's management and that it's building eight new roller coasters. Cramer partially agreed, citing past weather problems for the company. The "sleeper player" of the portfolio whom no one is paying attention to is Lions' QB Jon Kitna, or Wells Fargo ( WFC). Theismann believes that it will have "deep pockets" from mortgage profits.
The Emerson EdgeAs this was a "big, big week for the markets," many of the stocks Cramer was recently considering are now out of his price range. However, Emerson Electric ( EMR), stayed put and remains in range: Emerson is "all over the board" in terms of what it does, as it makes everything from appliances and farm equipment to computer hardware and software. It is a real "rest of worlder" because it does a lot of overseas business. But it is not a "stock for all seasons," Cramer said. Like Procter & Gamble ( PG), the play if the Fed doesn't cut rates fast enough, Emerson is a "great dividend stock."
Game PlanIn his "Game Plan" segment, Cramer said that the market needs to see some weakness before the Fed will cut interest rates. He's thinking of the 7 million people who will lose their homes without a Fed move. Additionally, he believes that consumer spending will wane. First in his plan is Dollar Tree Stores ( DLTR), a company selling lower-cost goods. It should report a good quarter Wednesday, he said. On concerns about the mortgage business, Cramer said that Freddie Mac ( FRE), reporting Thursday, is in a field that is "too politicized" for him to have 100% conviction. Cramer also told viewers to avoid H&R Block ( HRB). Warren Buffett has sold his stake in the company, due to post earnings on Thursday, and Cramer does not see any good news forthcoming. Shifting over to the tech sector, Cramer likes Dell ( DELL), calling it a "best buy for next week" ahead of upgrades. It could go to $30, he said, adding that he also likes Hewlett-Packard ( HPQ), which he owns for his charitable trust,
Mad MailResponding to an email, Cramer said that he liked Sun Microsystems ( SUNW) at $5. He considers SUNW "a sleeper" and said the changing of its ticket symbol to JAVA doesn't matter. Next, Cramer said that real estate brokerage E-House Holdings ( EJ) wasn't his China play. Go with Baidu.com ( BIDU) and China Mobile ( CHL), he said. Finally, Cramer said that Northgate Minerals ( NXG) is a "little $3 speculative stock" that he needs more information about.
Lightning RoundCramer was bullish on Goldman Sachs ( GS), Inverness Medical Innovations ( IMA), Deutsche Telekom ( DT), Vodafone Group ( VOD), Schlumberger ( SLB), Exxon Mobil ( XOM), XTO Energy ( XTO), Halliburton ( HAL), Transocean ( RIG), Crocs ( CROX), GameStop ( GME), Electronic Arts ( ERTS), Activision ( ATVI), Garmin ( GRMN), Apple ( AAPL), Google ( GOOG) and Research In Motion ( RIMM). Cramer was bearish on OraSure Technologies ( OSUR) Whole Foods Market ( WFMI), Lan Airlines ( LFL). For more of Cramer's insights during the Lightning Round,
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