Cramer's Lightning Round - The Smartest Cloud Computing Technology (11/12/09)

Stocks discussed on the lightning round session of Jim Cramer's Mad Money TV Program,Thursday November 12.

Bullish Calls:

Salesforce.com (CRM): "Salesforce.com is the right stock… [CEO] Mark Benioff has the smartest cloud computing technology… again, here we are again, this stock is right at its high… Would it be great to wait for a 5% to 10% pullback? Yes, but if you had to get started, I would own some right now. If you need 50 shares, buy 10 right now."

Alliant Techsystems (ATK): "l like Alliant Tech more (than Raytheon); they just reported a great quarter and they have a new CEO."

Pepsico (PEP): "I think that Pepsi is a buy, buy, buy right here… and as a matter of fact, I think that it is the perfect stock for this environment because the bottlers are going to be bought and the numbers are too low."

CenturyTel (CTL), Windstream (WIN): "Big dividend… no growth… that is okay… if you want some yield, that is the right play. Windstream did not deliver a good quarter… but it also did not get hurt. I think CenturyTel and Windstream are two sides of the same positive coin."

ArvinMeritor (ARM): "If you had horse sense you would know exactly what to do… you would sell half of the position right here… and then you play with the house's money."

Bearish Calls:

Zhongpin (HOGS): "I am not going to HOGS, I am not doing that...it's a poor company."

Raytheon (RTN): "This company is up on a spike. I do not have a catalyst to buy Raytheon...don't buy."

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Comments

[jwkls:]

Cramer's comments on HOGS are biased since he has said many times that he does not recommend individual Chinese stocks.

Nov 13 08:29 AM