Cramer's Lightning Round - How Keurig Changed My Life (1/12/10)

by: Miriam Metzinger

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

Bullish Calls:

Green Mountain Coffee Roasters (NASDAQ:GMCR): "You are talking about my Keurig… remember the caller… this is a great one, you will love this, you will absolutely love this… so a caller asked me about if I like the Keurig, I do not know jack, so people say you moron, that is Green Mountain coffee… it is a little cup that you put it in, you put it in like a Paul Newman’s, it comes out… it brews in like 30 seconds, my whole life has been changed… Green Mountain, besides my own personal experience, is a buy… I like this $5 pullback… I want to own it."

United Bankshares (NASDAQ:UBSI), Associated Bancorp (ASBC): "I think that these regional banks are now great places to be… However, while I am at it, let me tell you that I recommended Associated Bancorp yesterday... they priced the deal at $11.15... I would not mind if you took a little profit from that, did some schnitzeling… that is okay, if you got in on my account."

Marathon Oil (NYSE:MRO), Chevron (NYSE:CVX): "I don't really care for the refiners...if I want to own a refiner, I want to own Marathon, I want to own Chevron, which did indicate just last night that refining margins are bad… but has got great growth… so you need to be in integrated… if you own refining, you need to be part of a Marathon or a Chevron… that is really it… do not own it just by itself, the business is too crummy."

Electronic Arts (ERTS): "Now everyone is down on me saying Jim, the Electronic Arts blew up last night…now wait a second, this is why I recommended the stock… it is a social networking play because of the 'Playfish' acquisition… it has got a lot of cash … it is only down $1.50, they lowered earnings, what does that say? It means that you have got to buy."

Macy's (NYSE:M), Saks (NYSE:SKS), Tiffany (NYSE:TIF), VF Corp (NYSE:VFC), Coach (NYSE:COH), J Crew (JCG): "Macy’s is ridiculous in that it's at $16... the company is saying that business is better than expected, Terry Lundgren [CEO] is doing a great job… let me throw in Saks Inc, let me throw in Coach Inc, let me throw in Tiffany & Co.… These are all winners. The high end is good, I regard Macy’s as the high end… and by the way, I still like VF Corp. … J. Crew has had a great run, everyone is getting skittish… not me, I like them." (NYSE:CRM): " did a convertible debt deal… once that convertible stock is digested, you have got to pull the trigger and buy… I do not like to see these deals because what happens is arbitragers buy the convertible bond and then they sell the common stock against it… that is what is hurting you… I think the pressure is over… I would be a buy, buy, buyer of CRM right here."

Bearish Calls:

Apollo (NASDAQ:APOL): "No, no, going to the dogs… going to the dogs… We are not buyers of any of those online education stocks, they have had their day… any left… we are a sell, sell, sell."

Western Refining (NYSE:WNR), Valero (NYSE:VLO):
"Oh you know, I do not really care for the refiners… If I want to own a refiner… I do not want to own Valero Energy Corp, I do not want to own Western."

Activision (NASDAQ:ATVI): "You have got to sell, sell, sell Activision."


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