Jim Cramer's Real Money Radio Recap, Sept. 25

Recap of Jim Cramer's radio show on Monday September 25. Click on a stock ticker for more analysis:

Ups and Downs: Wal-Mart (WMT), Medco (MHS), Cardinal (CAH), Darden Restaurants (DRI), General Mills (GIS) and Alcan (AL) - Many people feel discouraged with the market as homebuilders are facing a slowdown and Wal-Mart is knocking down competitors' margins in generic drugs, which is not good for healthcare companies like MHS and CAH. Oil and cyclicals are hurting as well as banks because of housing defaults. However, Cramer urges optimism and believes that housing will go higher. He also noted Goldman Sach's upgrade of Darden after its "amazing quarter" and the success of GIS, a company which people thought would fall but which bounced because of lower energy costs. Cramer added that he likes aluminum producer Alcan and doesn't know why it is getting knocked down. Although he says it is a good company, Cramer would stay away from cyclicals right now.

Related: George Gutowski is concerned about Darden's rising labor costs.

Occidental Petroleum (OXY) and ConocoPhillips (COP) - Cramer says that OXY is the example of a stock which keeps getting punched "because of the same bad news over and over again." In spite of its 8% growth, OXY has been in a "freefall" from $55 to $44 because of oil's decline. COP is also growing at 8% but is also going down. Cramer suggests staying out of oil unless one has patience to wait six to nine months.

Bullish calls:

UAL (UAUA) and AMR (AMR): Although Cramer usually would recommend owning airline parent companies, he suggests these two for a trade.
Oil Service HOLDRs (OIH): This ETF is in freefall and Cramer would pick up a little up of these stocks on the way down.
Intel (INTC): Cramer believes that Intel will have a good and maybe even a great quarter.
Advanced Micro Devices (AMD): Cramer likes this stock better than Intel.
Southern (SO): is "growing well for a utility" and Cramer sees the stock going to $40.

More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.

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