Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Thursday May 4. Click on a stock ticker for more analysis:
Syngenta (SYT) -- Seed production is a great 'stealth ethanol play'; company makes special genetically-modified 'super corn' seed that could boost production in the ethanol industry; that division growing revenues at 45%
Arris Group (ARRS) -- Supplies cable companies with modems to enable voice, plus other VoIP products; good play on the battle between cable and telcos to control home communication/video; companies such as Charter (CHTR) and Comcast (CMCSA) will be running to Arris for gear; Comcast has already ordered 2 million units from Arris this year
Knight Capital Group (NITE) -- No longer entangled with regulators, now 'two thumbs up'; Tom Joyce has 'reinvented the business' to focus on bulletin board stocks
Cano Petroleum (CFW) -- CEO interview; Small-cap ($205m market cap) involved in enhanced oil recovery, which looks good with oil at $70/barrel; know-how to squeeze another 15-20% more oil from existing wells in U.S.