Cramer's Stop Trading! What the Dell (11/20/09)

 |  Includes: AAPL, DELL, HPQ, PG, RL, SJM, TIF, WCRX, WSM
by: Miriam Metzinger

Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Friday November 20.

Apple (NASDAQ:AAPL), Dell (NASDAQ:DELL), Hewlett-Packard (NYSE:HPQ), Warner Chilcott (NASDAQ:WCRX), Procter&Gamble (NYSE:PG), J.M Smucker (NYSE:SJM), Sonoma (NYSE:WSM), Tiffany (NYSE:TIF), Ralph Lauren (NYSE:RL)

Cramer thinks the tech trend is shifting away from Dell (DELL) and towards Apple (AAPL). Never a fan of Dell, Cramer predicts Hewlett-Packard (HPQ) in its earnings call on Monday will refute Dell's bearish statements about PCs with strong results. While Dell's acquisition of Perot seemed desperate, Hewlett-Packard has been handling its mergers smoothly.

Of Warner Chilcott (WCRX), Cramer said, "When I see secondaries where the stocks is up the next day, it says good things," he said. Cramer praised its purchase of a pharmaceutical division from Procter&Gamble (PG) and compared it to Smucker's (SJM) acquiring Folgers from Procter, after which the jam company "reported a blowout quarter." Cramer thinks Warner Chilcott should see a similar uptick in its stock price.

Cramer thinks the trend of paying up for items is coming back; Cramer would buy Williams Sonoma (WSM), "a quintessential mall stock." He also likes other premium names like Ralph Lauren (RL) and Tiffany (TIF).


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