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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday February 11.

Mad Mail: L-1 Identity Solutions (ID), FLIR Systems (FLIR), Vulcan Materials (VMC), Apple (AAPL), Adobe (ADBE)

Cramer started his Mad Mail segment with a follow-up on stocks he discussed previously. While L-1 Identity Solutions (ID) had been an underperformer, the stock rose 11% on hints that it might put itself up for sale. After FLIR (FLIR) declined 7.6% following a decent quarter but lower-than-expected guidance, Cramer would buy the stock on weakness. Vulcan Materials (VMC) reported a disappointing quarter and expressed uncertainty about receiving money from the government; as a result, Cramer is skeptical about a stimulus plan for infrastructure.

Cramer is concerned about the future of Adobe, since Apple's (AAPL) iPhone and iPad do not support Adobe's Flash; "This shocked me to the core...I now am more worried about Adobe. Why? Because I think the iPad's going to be the biggest. I think it's going to be huge."

Rollins (ROL)

Continuing his series on generous dividend boosters, Cramer discussed Rollins (ROL), parent company of Orkin's famous pest control business. The company raised its dividend 28% to 9 cents from 7 cents for a yield of 1.8%. Even if the total payout isn't terribly high, a sudden increase is the sign of a company that is confident in its future performance. Rollins expects to earn 88 cents per share in 2010 and 99 in 2011, so the company can afford the dividend hike.

Rollins has 40% exposure to commercial bug control, 40% to residential and 20% to termite control. Since exterminators are needed even in a poor economy, Cramer isn't worried about its performance if the economy should decline again. Rollins is flush with cash, has significant international exposure and its smart acquisition of Home Team Pest Control in 2008 is paying off. This division has a deal with Toll Brothers (TOL) to install bug control devices in the walls of a home and might make similar products for other homebuilders.

While Rollins is just a point off its 52 week buy, Cramer thinks its dividend increase is a good reason to be bullish.

Microsoft (MSFT), Intel (INTC), Cisco (CSCO), Apple (AAPL)

Thursday's rally in Microsoft (MSFT), Intel (INTC), Cisco (CSCO) and Apple (AAPL) and other tech stocks was not because of stellar earnings reports or hot products, but because of China, oil, gold and news that Portugal and Greece might be bailed out. Microsoft's impressive quarter failed to move the stock and all the talk about the iPad wasn't enough to drive Apple's stock price upwards. Only news not related to tech caused the rally. Cramer says this is further evidence of the madness of the markets, but believes fundamentals someday will be heeded once again. Until then, expect a rush into commodity and infrastructure stocks, but Cramer advised viewers to do their homework and invest based on sound fundamentals.

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Source: Cramer's Mad Money - Apple Shocks Me to the Core (2/11/10)