Cramer's Lightning Round - TiVo's Downgrade Had Gravitas (1/14/13)

by: Miriam Metzinger

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday January 14.

Bullish Calls:

TiVo (NASDAQ:TIVO): "This was downgraded by Goldman Sachs. We had a look at it and liked it, but that downgrade had gravitas. The competition has gotten fierce. Management is doing a good job, but the downgrade makes me think the stock needs a rest."

VMWare (NYSE:VMW): "It is absolutely right. It has virtualization software that I like."

Novo Nordisk (NYSE:NVO): "This has an unbelievable diabetes franchise. I don't talk enough about it. This is great."

Starbucks (NASDAQ:SBUX): "I think it is fine. Howard Schultz put out a note 10 days ago that there is no immunity from the fall slowdown. People think Starbucks is doing poorly. It is doing well. He is one of my bankable CEOs. I'm not backing away, but it could give or take a point or two."

General Electric (NYSE:GE): "They report on Friday. I believe it will be good. I think 2014 will be a good year for their dividend and growth."

Bristol-Myers (NYSE:BMY): "It is terrific. You want to own it."

Netflix (NASDAQ:NFLX): "I think Netflix is a stock whose market cap is not equal to the opportunities. I think it can still be owned but only with deep in the money calls."

Bearish Calls:

HD Supply (NASDAQ:HDS): "It blew up right after they came public. That means sell."


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