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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV program, Thursday March 25.

Making Money from Greece's Problems: Best Buy (NYSE:BBY), Hewlett Packard (NYSE:HPQ), Intel (NASDAQ:INTC), Microsoft (NASDAQ:MSFT), Western Digital (NASDAQ:WDC), Corning (NYSE:GLW), Sony (NYSE:SNE), Apple (NASDAQ:AAPL), Skyworks (NASDAQ:SWKS), Cypress (NASDAQ:CY), RF Micro Devices (RFMD), TriQuint (TQNT), Qualcomm (NASDAQ:QCOM), Ralph Lauren (NYSE:RL), J. Crew (JCG), J.C. Penney (NYSE:JCP), Macy's (NYSE:M), Precision Castparts (NYSE:PCP), Boeing (NYSE:BA), Honeywell (NYSE:HON), BE Aerospace (NASDAQ:BEAV), Goodrich (NYSE:GR), Spirit (NYSE:SPR), Triumph (NYSE:TGI), Bank of America (NYSE:BAC), PNC (NYSE:PNC), Citigroup (NYSE:C), Wells Fargo (NYSE:WFC), JP Morgan (NYSE:JPM), BB&T (NYSE:BBT), Oracle (NYSE:ORCL), VMware (NYSE:VMW), (NYSE:CRM), Cisco (NASDAQ:CSCO)

Cramer thinks Europe is going to be even better for stocks than healthcare was, and compares the problems of Greece to a pan of grease. The Dow rose 117 points only to close only 5 points up, but Cramer isn't concerned about Europe, because there are indications that the domestic economy is improving. In fact, Cramer recommends making money from Greece's doldrums and buying good stocks cheap.

First, unemployment claims dropped in the past month and hiring in some places looks almost robust. Best Buy's (BBY) numbers were strong, and the company's strong result is an indication of strength also for Hewlett Packard (HPQ), Intel (INTC), Microsoft (MSFT), Western Digital (WDC), Corning (GLW), Sony (SNE), Apple (AAPL), Skyworks (SWKS), Cypress (CY), RF Micro Devices (RFMD), TriQuint (TQNT) and Qualcomm (QCOM). Because falling unemployment can give people confidence to buy, Cramer is bullish on retailers Ralph Lauren (RL), J.Crew (JCG), J.C. Penney (JCP), Macy's (M). Cramer is also a believer in aerospace, transport and industrial stocks; Boeing (BA), Honeywell (HON), Precision Castparts (PCP), Alcoa (NYSE:AA), BE Aerospace (BEAV), Goodrich (GR), Spirit (SPR), Triumph (TGI).

What about banks? With the exception of Citigroup (C), most of them have spun off their foreign assets and are set to benefit from a recovering domestic economy. Strong performers include Bank of America (BAC), PNC Financial (PNC), Wells Fargo (WFC), JP Morgan (JPM), BB&T Corp (BBT).

Why abandon tech, what America does best, because of a spat between Greece and Germany? Cramer is bullish on Oracle (ORCL), (CRM), VMware (VMW) and Cisco (CSCO)

"If health care didn't take down stocks, Greece sure isn't," he exclaimed.

Vitacost (NASDAQ:VITC), Vitamin Shoppe (NYSE:VSI), Amazon (NASDAQ:AMZN)

Cramer cautioned that two vitamin stocks, Vitacost (VITC) and Vitamin Shoppe (VSI) are unhealthy investments. Both came public at the end of the year, both are loved by analysts and reported strong quarters, but Cramer confesses, "I can't decide which one I like less." While the theme of an aging population and obsession with fitness might seem like a good one, there is more to buying stocks than loyalty to a trend. "Vitamin Shoppe seems stretched, with little room left to grow... having already saturated the biggest markets. While Vitacost, to be perfectly honest, feels downright unworthy," said Cramer.

One ominous sign was that Vitacost's founder dumped all of his shares as soon as the company's lockup period ended after it went public at $1 less than its current level. In addition, there is nothing stopping Amazon (AMZN) from selling vitamins and eating up Vitacost's business.Vitamin Shoppe already has 400 stores in 37 states and is heading toward saturation. Cramer doesn't see any catalysts for the retailer and both companies are trading at high multiples - Vitacost at 16 and Vitamin Shoppe at 18 - compared to the competition.

First Horizon (NYSE:FHN): A Potential Southern Regional Colossus

Cramer thinks regional banks "might be the hottest group out there right now." He discussed First Horizon National Corp (FHN), which is "a diversified financial, with a whole smorgasbord of banking and capital market business." The regional bank is the largest in Tennessee, and Cramer thinks it is poised to make acquisitions in Georgia, a state that has 35 of the country's 202 failed banks. Cramer thinks First Horizon could become the "southern regional financial colossus." While 5% of the company's loans are non-performing, this number is not increasing and First Horizon has doubled its amount of tier one capital: 16% over 8% just two years ago. First Horizon is ready to pay back TARP soon, and while it is not an "A" student, the bank is more like a C+ student on its way to becoming a B+ student.

Cramer would buy First Horizon; "I wouldn't want you to miss the next gem in regional banking."

Mad Mail: Chesapeake Energy (NYSE:CHK)

Cramer would not sell Chesapeake Energy (CHK) even though it doesn't have a strong balance sheet, because he is bullish on natural gas in the long-term.


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Source: Cramer's Mad Money - Ode to a Grecian Earn (3/25/10)