Cramer's Lightning Round - Clever Kinetic Concepts (11/5/08)

 |  Includes: ACM, CAT, HIG, JNJ, KCI, NOK, TMO
by: Miriam Metzinger

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Wednesday November 5.


Bullish calls:

Johnson & Johnson (NYSE:JNJ): “Sell all your other pharma and put it into Johnson & Johnson.’

Kinetic Concepts (NYSE:KCI): “I like this… this is the kind of stock you buy in this environment. I am bullish.”

Caterpillar (NYSE:CAT): “If I am going to do infrastructure I need a dividend…Caterpillar is our way of playing infrastructure.”


Bearish calls:

Nokia (NYSE:NOK): “I don’t see any earnings momentum..I feel the dividend is safe. The cell phone space is going to be troubled for a while. Nokia  is best of breed, but why be in cell phones?”

Thermo Electron (NYSE:TMO): “It is qualified as recession resistant…I want to own the stock but I would let the market come down a bit…until then don’t buy. I do like the company though.”

 Hartford Financial Services (NYSE:HIG): “I want you to sell this thing right now. I don’t like the annuity business. I think they are all in over their heads.”

 Aecom Technology (NYSE:ACM): “No, I’m not going to go there.”


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