Cramer's Lightning Round - On the Road With (4/7/10)

by: Miriam Metzinger

Stocks discussed on the lightning round session of Jim Cramer's Mad Money TV Program, Wednesday April 7.

Bullish Calls (NYSE:CRM): "Take advantage of the $1.50 decline in the company is on the road… talking things up… I like everything that I hear. Marc Benioff [CEO] is delivering for his shareholders better than anybody I know."

Fluor (NYSE:FLR), Jacobs Engineering (NYSE:JEC): "I like Fluor...I am also liking Jacobs Engineering."

Republic Services (NYSE:RSG), Waste Management (NYSE:WM): "They (Republic Services) have got horse sense!... That is a great business, that waste business… now I do not want to quibble with those two gentlemen because they could buy and sell me nine days to Sunday… but, we are big believers in Waste Management ... that is WM, they are both at the 52 week high… I think that you cannot go wrong with either one."

Flextronics (NASDAQ:FLEX), Celestica (NYSE:CLS), Jabil Circuit (NYSE:JBL): "Flextronics, a contract manufacturer for tech… that is a good stock… I would buy that, I would buy Celestica too… I would buy Jabil … these are all at a sweet spot, there is so much tech business that they need to give to contract manufacturers… you have got a winner."

Tellabs (NASDAQ:TLAB), ADC Telecom (ADCT), Cadence (NASDAQ:CDNS): "I say keep buying (Tellabs), we have got a nice gain there… but we are not done with Tellabs, that one goes higher… hey by the way, remember the other ones that we had… ADC Telecom, that one is going higher… and let me give you one other, Cadence… those were three.. .they are all working… please do not leave them… they are going higher… Cadence, ADC Telecom, and Tellabs."

Deere (NYSE:DE): "I think that Deere is going to have a monster quarter… buy some DE, I think that you will do terrific… that is the best one in the whole ag group."

Bearish Calls

Chicago Bridge and Iron (NYSE:CBI): "The stock has been on a tear, as have all of the infrastructure plays… that money is finally coming in through the stimulus…I like Fluor... I am also liking Jacobs Engineering… both more than Chicago Bridge & Iron."

Compuware (NASDAQ:CPWR): "You know, there are so many other software companies to like more… this company used to be a red hot company…"

Monsanto (NYSE:MON): "Monsanto is in so much trouble… the quarter did not look good… this one feels like a falling knife, it does not seem to want to stop."

Ebix (NASDAQ:EBIX): "Another one... good... another customer service software company… but once again, remember one of our mantras in 2010, we are not going to just come up with new names in order to be able to entertain… when we have a"

Potash (NYSE:POT): "I am preferring Deere."


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