Cramer's Lightning Round - The Best Insurance Broker in the World (4/21/09)

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Includes: AEG, AOC, AUY, CREE, EGO, GLD, MMC, RAI, VMI
by: Miriam Metzinger

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday April 21.

Bullish Calls:

Aon (AOC): "...is the best insurance broker in the world...

Valmont (NYSE:VMI): "Great conglomerate with a lot of different businesses...it's really kind of a pastiche if not a mosiaic of different industries. I want you to hold it. I see a bright future...I am sorry I did not pull the trigger on this. Congratulations."

Agnico Eagle Mines (NYSE:AEG), El Dorado (NYSE:EGO), SPDR Gold Trust (NYSEARCA:GLD): I recommend Agnico Eagle Mines, El Dorado and GLD as a hedge. I am not recommending gold stocks except as a piece of a larger portfolio."

Bearish Calls:

Yamana (NYSE:AUY): " I do not like Yamana."

Cree (NASDAQ:CREE): " I cannot believe how much Cree has ramped...I don't think you should hold onto Cree. I think you should take profits."

Marsh & McLennon (NYSE:MMC): "If you like Marsh Mac I have to urge you in no uncertain terms to buy Aon, it is a much much better company...it is the best insurance broker in the world."

Reynolds American (NYSE:RAI): "No no no...I have a feeling that cigarettes are down. The consumer does not want to pay 8 bucks a pack...we will see a dramatic decline in smoking in this country."

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