WR Grace ( GRA): "I have companies like Dow Chemical ( DOW) with a 4% yield that they're giving away. Dow, yes, yours, no." Arena Pharmaceuticals ( ARNA): "I think it's a terrific spec stock. I think they should raise a lot of money to fight obesity." Skullcandy ( SKUL): "I don't see why this accessory company should be bought. I don't like their niche." Frontier Communications ( FTR): "Oh come on, that's way too dangerous. You have Verizon and AT&T. Why look any further?" Nokia ( NOK): "There's nothing there. There will be no takeover." International Game Technology ( IGT): "I'm done with that one. If you need a casino play I'll send you to Las Vegas Sands ( LVS) but you don't need a casino play right now." Stanley Black & Decker ( SWK): "It should be higher but it has European exposure. No one wants any Europe." Cedar Fair ( FUN): "One way to have fun is to own FUN. It has a 6% yield and it's a great domestic security play."
Up and Down Chart
Not all stocks go up in a straight line, and that's why Cramer circled back to Chart Industries ( GTLS), a stock that's up 44% since his original recommendation in February 2011, but also one that's fallen 13% since Cramer last spoke with the company's CEO on April 13. Cramer said there's still a lot to like at Chart Industries. First, the company reported a terrific quarter April 26, announcing its backlog of business grew by 35% year over year, and margins expanded. Chart derives 58% of its sales from outside the U.S. where, unlike the U.S., countries are clamoring for the clean, cheap alternative to oil. But perhaps the biggest driver for Chart Industries were last week's announcements by Westport Innovations ( WPRT) that they're partnering with equipment giant Caterpillar ( CAT) to make natural gas mining equipment and locomotives and the announcement that Royal Dutch Shell ( RDS.A) will be building 200 natural gas fueling stations across the U.S. Cramer said both of these announcements are great news for Chart, yet the stock barely budged on the news. Clearly, more natural gas vehicles and fueling stations will mean more business for Chart, which makes the technology and the tanks to liquefy natural gas for vehicle use.