Cramer's Lightning Round - The Best CEO in America (8/3/09)

Stocks discussed on the lightning round session of Jim Cramer's Mad Money TV Program, Monday August 3.

Bullish Calls:

Buckle (BKE), Aeropostale (ARO): "You have got the strongest retailer in the show other than Aeropostale … Who am I to say that that company will not once again blow out the monthly numbers? I would pull the trigger. Buckle is a superior retailer."

Teco Energy (TE): "Yes, Teco is a buy.. good yield… I like the company. It is well run."

Disney (DIS): "Disney, what a great franchise… that stock holds up well."

Ford (F-PS): "Alright, Al Mulally [CEO] is the real deal… that turn is sustainable… that month over month, year, the July figures were beautiful. I think Ford makes the best cars in the country right now, but, I prefer the Ford preferred to the Ford common, and I believe that if Ford does an equity offering like they did, that beautiful one they did in foreign exchange, you will make more money in the preferred. Al Mulally is two thumbs up. He may be the best CEO in America."

MasTech (MTZ), Quanta Services (PWR): "I like Quanta Services Inc. more, but if we are going to put down windmills everywhere, we are going to be able to make the grid better… MasTec is going to get a play."

Dow Chemical (DOW), Bunge (BG), PPG Industries (PPG): "Andrew Liveris [CEO], I underestimated him when they did the Rohm & Haas job. Obviously I thought that was a terrible merger, it was a great wealth destroyer. He has since cut costs, gotten rid of basically every single cost from Rohm & Haas, and did a giant equity offering, it was a good one. Dow can go higher, but remember we like Bunge, we like PPG Industries Inc. and it has been a much better performer… it still has around a 4% yield."

Wynn (WYNN): "Wynn Resorts is a $70 stock masquerading as a $50 stock...it is best in show."

Bearish Calls:

Carnival Cruises (CCL): "...why can’t I rave about it? Because it is up a lot… I am not going to get behind Carnival."

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Comments

[R&H Spouse]

Hey Cramer

You're giving Liveris a lot of credit for basically raiding Rohm & Haas, tearing the company apart and putting thousands of people on the street. His "cut(ting) costs, gotten rid of basically every single cost from Rohm & Haas" made a lot of R&H execs filthy rich because of the ridiculously high price he paid and now hundreds of families lay ruined in the wake of this bully taking out a competitor. Good thing conscience is something the share holders care about.

2009 Aug 05 10:22 AM