Another stock going from $80 to $120 - Cramer's Mad Money Stock Picks Recap

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Cramer's Mad Money Daily Recap - Wednesday, 7/11/07

Jim Cramer added another stock going from $80 to $120: Air Products and Chemicals (<u><a href="http://quote.barchart.com/chart.asp?sym=APD&code=BCMM" target="_blank">APD</a></u>).

Bullish
Air Products and Chemicals (<u><a href="http://quote.barchart.com/chart.asp?sym=APD&code=BCMM" target="_blank">APD</a></u>)
Amgen (AMGN) (Lightning Round)
Apple (AAPL) (Lightning Round)
AT&T (T) (Lightning Round)
Baidu (BIDU) (Lightning Round)
Bank of America (BAC) (Lightning Round)
Canon (CAJ) (Lightning Round)
Celgene (CELG) (Lightning Round)
Costco (COST) (Lightning Round)
Costco (COST) (mentioned on Stop Trading!)
Cummins (CMI) (CEO on Mad Money)
EMC (EMC) (Mad Money)
Genentech (DNA) (Lightning Round)
Hologic (HOLX) (Lightning Round)
Nastech Pharmaceutical (NSTK) (Lightning Round)
Under Armour (UA) (Lightning Round)
Varian Medical Systems (VAR) (Lightning Round)
Verizon (VZ) (Lightning Round)
W.W. Grainger (GWW) (Lightning Round)

Bearish
Best Buy (BBY) (mentioned on Stop Trading!)
Black & Decker (BDK) (mentioned on Stop Trading!)
Casey's General Stores (CASY) (Lightning Round)
Circuit City (CC) (mentioned on Stop Trading!)
Idaho General Mines (GMO) (Lightning Round)
Moody's (MCO) (Lightning Round)
Tyco (TYC) (Lightning Round)
Whirlpool (WHR) (Lightning Round)
Whirlpool (WHR) (mentioned on Stop Trading!)

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NEW YORK (TheStreet) -- When stocks get hammered, they get cheaper, Jim Cramer reminded Mad Money viewers Monday. Prices matter, he said, which is why it appears that the momentum stocks may finally be bottoming.

Make no mistake, this market still values earnings per share and big dividends, Cramer said. But in the case of the once-high-flying momentum names, they now have a few things pulling in their favor.


The first positive for the momentum names is their price. A stock like Yelp (YELP) was pretty expensive a few weeks ago at $101 a share, but in the low-$50's that might make it attractive to a potential acquirer like Yahoo! (YHOO).

Must Read: Jim Cramer's 'Mad Money' Recap: American Consumers Are Still Afraid

The same applies to Tableau Software (DATA), which once traded at $102 a share but now trades at a scant $54. Cramer said SAP (SAP) should consider taking over Tableau. He also suggested Oracle (ORCL) may want to pick up Conquer Technology (CNQR), which has fallen from $130 to the low-$80's.

Indeed, even the charts are looking better for these stocks, Cramer continued, as many now exhibit the bullish reverse head-and-shoulders formation. Also pulling in momentum's favor is the lack of new initial public offerings diluting the markets.

Add all of these factors together and its easy to see why the short-sellers are getting nervous. Cramer said he expects the market's bounce to continue Tuesday, which would be a great time to take profits and trim positions as investors prepare for the market's next move.

The Case for Hillshire Brands

With Hillshire Brands (HSH) making a bid for Pinnacle Foods (PF) last week, is it still worth owning Hillshire? One analyst says yes but another says no, leaving Cramer to weigh in.

Cramer noted that the bull case for the $6.6 billion deal to acquire Pinnacle cites the additional $2.5 billion in sales Hillshire will be receiving, giving the combined company more shelf space and more clout with retailers. Add that to the co-branding opportunities, the synergies and the fact the deal is additive to earnings and it's easy to see why some analysts are cheering the deal.

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday September 13.

10 Things To Watch In The Week Ahead: Emerson (NYSE:EMR), United Technologies (NYSE:UTX), FedEx (NYSE:FDX), Oracle (NYSE:ORCL), Pier One Imports (NYSE:PIR), Rite Aid (NYSE:RAD), Boeing (NYSE:BA). Other stock mentioned: SPDR Gold Trust ETF (NYSEARCA:GLD)

Monday

Empire State Fed Survey and U.S. Industrial Production number: Both are likely to be strong.

Tuesday

Morgan Stanley Industrials and Auto Conference: Will give a good read on industrials. Boeing (BA) has a presentation, and is strong on the comeback of Europe and China. Cramer expects more upside from BA.

Tuesday

Citigroup Global Industrial Conference: Emerson Electric (EMR) and United Technologies (UTX) will give presentations. Both should be positive.

Wednesday

Fed meeting: All eyes will be on this meeting this week, and it may move stocks dramatically. Cramer would buy good stocks on declines if there is talk of tapering.

FedEx (FDX) guided down last time, but the stock has climbed from the low $80s to $107. If it dips, Cramer would buy it. If FDX reports good news, it may be headed to $120.

Oracle (ORCL) has disappointed, and management always seems to find excuses for lackluster performance. Cramer doesn't think the story will be different this time.

Thursday

Pier One Imports (PIR) has a housewares segment that has tripled. Many are negative on housing plays because of higher interest rates, but Cramer believes in PIR.

Rite Aid (RAD) is making a comeback and may head to the $5 range.

Friday

May include a possible announcement of the next Fed Chief. Cramer hinted that it is likely to be Larry Summers.

Cramer took a call:

SPDR Gold Trust ETF (GLD): "Unwind it...do not fool around. You have done the wrong thing and right it."

Splunk (NASDAQ:SPLK): The Best New Company You've Probably Never Heard Of.

Splunk (SPLK) is a game changer in the area of machine data from the big data universe. The company came public 18 months ago. SPLK discovered a "treasure chest" of unstructured data bigger players were not dealing with. It has partnerships with major tech companies, and the addressable market is around $30 billion. SPLK has 6,000 customers in 90 countries, but it is still in the early innings; it has more demand than salespeople available to deal with the workload, and plans to radically increase hiring. The company reported a less than expected earnings loss with a rise in revenues of 50%. The stock shot up 12.8% and hasn't looked back. It has doubled since the beginning of the year and has risen 245% since it came public. The stock is expensive, although it expects revenue growth at 35% and has 90% gross margins. Cramer recommends it for speculation and would buy only a small portion now. SPLK is a "big data game changer."

A Favorite Year For IPOs: FireEye (NASDAQ:FEYE), Benefitfocus (NASDAQ:BNFT). Other stocks mentioned: Facebook (NASDAQ:FB), Apple (NASDAQ:AAPL). Other stocks mentioned: Gigamon (NYSE:GIMO), William Lyon (NYSE:WLH)

2013 has been the best year for IPOs since 2007. The 131 stocks that have come public this year have given an average 32.6% gain from where they came public and a 16% rise from where they started trading. Around one-fifth are up 50%. The hottest sectors for IPOs have been biotechs, tech and consumer goods. There is a lot of talk about the circus that will be the Twitter IPO. Everyone will want a piece of it, even if it is valued at $20 billion and 17 times sales. Cramer hopes the Twitter IPO will not be the fiasco that was the Facebook (FB) IPO, and it is not too late for Apple (AAPL) to buy Twitter, even though it is now richly valued.

Cramer discussed two IPOs to watch in the coming week. FireEye (FEYE) is a network security company whose sales have doubled and doubled again. It will sell 14 million shares in the $12-$14 range. It may sell at 13 times sales, which isn't cheap, but up to $16, it might be worth buying (Cramer doesn't like the fact that many of these IPOs are being valued times sales rather than earnings. He feels it increases the risk).

Benefitfocus (BNFT) manages employee benefits with cloud computing, and it is in the early stages, with 2% penetration among large employers. It is likely to be priced between $21.50 and $24.50 and has a lower valuation than FireEye at 6.7 times sales.

Cramer took some calls:

Gigamon (GIMO) is likely to go higher.

William Lyon (WLH) is a hold. Mortgage rates are likely to stabilize, so it could rally 10-15%. After that, it is a sell, because housing has peaked.

Mad Tweets: Compugen (NASDAQ:CGEN), 1-800 Flowers (NASDAQ:FLWS), Immunomedics (NASDAQ:IMMU), Grana y Montero (NYSE:GRAM), Buffalo Wild Wings (NASDAQ:BWLD), Teva (NYSE:TEVA). Other stock mentioned: McDonald's (NYSE:MCD)

Compugen (CGEN) is a drug and diagnostics sleeper stock that 5 weeks ago announced a deal with Bayer to produce antibody-based cancer immunotherapy treatments. It has run from $5 to $9, and Cramer would wait for a pullback.

1-800 Flowers (FLWS) is well-run with a clean balance sheet, but Cramer doesn't see a catalyst. It is up 47% for the year, and Cramer would take some off the table.

Immunomedics (IMMU) produces cancer autoimmune medications and has doubled, because it is too risky at this level. In general, biotechs have been hot; "Let the pipelines catch up with the valuations."

Grana Y Montero (GRAM) is the largest manufacturer in Peru and is a new IPO trading at just below its offering price. Cramer thinks emerging market stocks are headed back, and it has grown its backlog by 76%. Cramer blesses this stock.

Boeing is headed for a large mult-year run.

Buffalo Wild wings (BWLD) is expanding. The shorts were wrong to bet against it because of McDonald's (MCD) introduction of chicken wings; MCD does not offer the same experience as BWLD.

Teva (TEVA) is a former holding in Cramer's charitable trust. He lost a lot of money in the stock because Teva became hampered by competition. He would not buy it.


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Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — Greece, China and earnings will dominate next week’s trading, Jim Cramer told his Mad Money viewers Friday as he laid out his game plan. On Monday, Cramer said the markets will of course be focused on Greece and whether there’s a deal with the rest of Europe. Then there’s China, where it’s not the direction but the velocity of the move that investors will be following. Next, on Tuesday, it’s Johnson & Johnson , a stock Cramer owns for his charitable trust, Action Alerts PLUS, reporting earnings. With shares down 4.8% for the year, Cramer said this stock is too cheap. Also on Tuesday, JPMorgan Chase and Wells Fargo , along with Yum! Brands . Cramer said the markets are only looking at net interest margins for the banks, which will remain poor, and Yum! is levered to China, which will also likely be under pressure. Then, on Wednesday, it’s Bank of America , Netflix and Delta Airlines reporting. Cramer felt Netflix might work after receiving three upgrades this week, but his recommendation was to buy Delta. Thursday brings earnings from Google , another Action Alerts PLUS name, as well as Domino’s Pizza and Schlumberger . Cramer remains a fan of both Google and Domino’s. Must Read: 4 Oil and Gas Drilling Stocks to Buy After Underperforming Crude Finally, on Friday, it’s General Electric and Cramer fave and AAP holding Honeywell in the spotlight. Cramer is bullish on Honeywell. Not Bullish on China Stocks China is in trouble and everybody knows it, Cramer told viewers. After a vicious month-long selloff, the only thing that seems to be keeping Chinese stocks from falling further are stringent government-mandated rules restricting short sellers and new stock issues. That’s bad news for the entire Chinese economy, with sales of everything from autos to cellphones likely to slow. But with stocks like Baidu.com and Alibaba already down big, is now the time to start buying? Cramer said there’s no doubt the Chinese have screwed up their growth plans, but historically, it’s been a mistake to underestimate their ability to act quickly and keep their economy growing, if for no other reason than to maintain order. So is now the time to buy? Cramer said he’s not convinced quite yet, but he certainly understands the logic behind the China bulls. Hooray for Kraft Heinz While the markets have been focused on Greece, a new king of packaged foods has been crowned, and it’s the new Kraft Heinz . For those not familiar with the story, Heinz was taken private by Warren Buffet in 2013. The company then agreed to merge with Kraft, and that new entity is now trading as KHC. The new Kraft Heinz is a powerhouse, Cramer told viewers, with a stable of the best brands and a solid management team that knows how to bring those brands to the rest of the world. Shares of Kraft Heinz also sport a 2.9% dividend. Cramer said he was a big fan of the Heinz management team because they’ve been aggressively cutting costs, improving margins and bolstering the company’s bottom line. Shares currently trade at 23 times estimates, but Cramer said given its international opportunities, $90 or even $100 a share could be in the stock’s future. Must Read: Goldman Sachs’ 4 Favorite Bank Stocks Ahead of Earnings Cramer and ConforMis The company with the best technology doesn’t always win, Cramer told viewers as he followed up on ConforMIS , the medical device maker with the "holy grail" of knee replacements, a fully customized implant. Cramer interviewed ComforMIS’ CEO July 1 and since then the stock is up a quick 16%. But does it deserve to be? Cramer said there’s no doubt that ConforMIS has the winning technology, which is backed by no less than 470 patents. But it’s also up against large, established competitors like Johnson & Johnson , Stryker , Zimmer Biomet and Smith & Nephew . All of these companies have decades-long relationships with surgeons as well as royalty programs and deep pockets for rewarding repeat business. These rivals are also innovating, having increased the number of implant options from five to 15. That’s nowhere near "custom," but it does make ConforMIS a small fish in a very large pond with improving competition. That said, Cramer noted that it appears ConforMIS is making inroads, having grown revenue by 36%, even with the established headwinds. That means the stock can head still higher. Lightning Round In the Lightning Round, Cramer was bullish on Cypress Semiconductor . Cramer was bearish on Linn Energy , DuPont , Puma Biotechnology and Barracuda Networks . Must Read: The 11 Highest-Yielding Nasdaq 100 Dividend Stocks Off the Tape In his "Off the Tape" segment, Cramer sat down with Tri Tran, CEO of the privately held Munchery, an online service for local meal delivery. Munchery currently operates in just four cities, Los Angeles, New York, San Francisco and Seattle, but just raised $85 million in funding. Tran said that Munchery enables its customers to order meals on the go and have them delivered right to their door. But unlike a traditional restaurant that makes individual meals, Munchery makes hundreds of meals at a time, benefitting from needing only one large kitchen and buying in bulk. The meals are then chilled so they can be reheated by customers for a great experience. Tran said that Munchery is growing quickly at all of its locations, but maintains a "quality first" mantra for all of their healthy dining options. To watch replays of Cramer’s video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer’s free Booyah! newsletter with all of his latest articles and videos please click here.

Click to view a price quote on KHC.

I am also a Sharekhan customer and my account is also from Gandhinagar and Vastrapur branch. Some points you've raised are valid. Some points are not.

Others brokers also have a concept of MAXTRADE and INVESTMENT although they use different names. I have worked with CD Equi and with Ventura and they also have it. Angel also has it but I never had my account there. In other brokerage houses, trades taken under MAXTRADE will be squared off automatically at certain time of day. SK has 3:15 PM. CD Equi has cut off time 3:22 PM.

NSE Exchange site does show a Delivery/Trade ratio which I believe is computed by totaling up without "MAXTRADE" tag and totaling up trades with "MAXTRADE" tag.

Brokers give you higher margin when you are going to close off trades on same day and it is sometimes negotiable. When you take shares for delivery,
you have to pay in full within certain number of days.

I also was given 10 times Margin for Intraday Trades for certain limited scrips which are listed separately in marektwatch named MAXTRADELIST. On some days, I did execute trades that used up 10 times the capital, but I because squared off my trades, no one came to ask for extra money.

TT does have a feature to convert MAXTRADE to Investment and vice-versa which I have used, but very rarely.

I agree with the multiple trades in same scrip getting collapsed into one and there is no way that I know in which I can view trades separately.

There are many things that I have complained about TradeTiger to SK and I am probably the only customer who used to send feedbacks from TT's help menu regularly for about 6 months. Even I have one complaint pending with them for over a year and I keep reminding them.

One thing that I agree with you is that TT's Net positions tab gets confusing if you take multiple trades in same scrip and it attempts to average the price which creates a mess. On such days, I extract data from "Orders" tab into Excel and then add formulas to do my calculations there. Excel can be connected to TT live feed which I use if I have more than 10-12 scrips to monitor.