Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday April 25.
Why The Analysts Were Wrong About Microsoft (MSFT)
Microsoft (MSFT) was written off as a casualty of the PC industry, but it surprised the Street with a 5 cent earnings beat. The stock has risen 11% in one week. Analysts had downgraded the stock, but didn't take into account that the problems with PCs were priced into the stock, and MSFT's positives, such as its cloud segment, online services and a new Xbox cycle, were not taken into account. Cramer thinks Microsoft isn't done going higher, and it is time to look at the company in a different light.
Stocks for 2020: Gilead (GILD), Celgene (CELG), Biogen IDEC (BIIB), Google (GOOG), Facebook (FB), Netflix (NFLX), Conoco-Phillips (COP), Enbridge (ENB), Facebook (FB), Honeywell (HON), Caterpillar (CAT), Boeing (BA), iShares MSCI Mexico Capped Investable Market Index ETF (EWW), US Airways (LCC), Radian (RDN)
Cramer said stocks are a "call on the future." He discussed sectors and stocks that should appreciate by 2020. Biotech is as great as big pharma once was. His picks in the sector include: Gilead (GILD), Celgene (CELG), Bioden IDEC (BIIB). Social media will continue to be an integral part of many people's lives. Stocks to watch include Google (GOOG), Facebook (FB) and Netflix (NFLX), which Cramer predicts will be bought. He would also get in on a Twitter IPO, when a deal materializes. Energy independence for North America is no longer just a pipe dream. His picks include Conoco-Phillips (COP), Enbridge (ENB) and Cummins (CMI), which makes natural gas engines. There should be upside for American manufacturers Caterpillar (CAT) and Honeywell (HON). Aerospace will continue to be a major bull market, and Boeing (BA) will see more upside. As governments print more paper money, Cramer would hold a few gold coins. Mexico should be the best-performing emerging market; iShares MSCI Mexico Capped Investable Market Index ETF (EWW) is the great way to play it. US Airways (LCC), after its acquisition, will be the largest airline and is a superb speculative stock. Cramer would buy Radian (RDN) as a housing play.
Buffalo Wild Wings (BWLD) has seen upside because of the decline in chicken wing prices. The stock has risen 75% since Cramer got behind it in 2011. The company continues to expand its locations. CEO Sally Smith said she would like to see a BWLD in every college town. BWLD scored points because of March Madness and other sporting events. Cramer asked if McDonald's (MCD) introduction of wings on its menu is a threat to BWLD, and Smith responded that eating at BWLD is a different experience than going to MCD. The fact that MCD included wings on its menu is a testament to the popularity of BWLD.
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