Recap of Jim Cramer's radio show on Tuesday November 7. Click on a stock ticker for more analysis:
Verizon (NYSE:VZ), Google (NASDAQ:GOOG), NewsCorp (NASDAQ:NWS) - Verizon is discussing the distribution of YouTube's videos on its phones and televisions. What makes Cramer "crazy" about this is that Verizon was spending money on buybacks instead of buying YouTube when it had the chance."But the offline guys still aren't committed," he said. "They're still hiring people to assess the Web and make small acquisitions." The one exception was NewsCorp, which made the masterful acquisition of MySpace. However, if Verizon had bought YouTube, Google might be paying VZ licensing fees and"In the end, it would have been a price-to-earnings expander for Verizon." Since Google is smart enough to have a deal where it doesn't pay for hardware or content, Camer says GOOG is a winner and a buy.
Mastercard (NYSE:MA) and Crocs (NASDAQ:CROX) -Cramer praised MA for its "unbelievable story" of doubling since its IPO, and predicts CROX will have the same success since it is "making a push overseas." He sees the stock going from $44.56 to $50.
Related: Jonathan Liss believes that Visa's IPO may pose a threat to Mastercard.
Toll Brothers (NYSE:TOL), KB Home (NYSE:KBH), Lennar (NYSE:LEN), Boeing (NYSE:BA), FedEx (NYSE:FDX) - Even though housing is "ugly" right now, Cramer takes note of the fact that TOL went up after a bad earnings report, which is a sign that "people must change their thinking" about this sector. Although construction is sluggish and many areas are overbuilt, Cramer comments, "Homes are levered to employment and not demand long-term. If unemployment stays low and the rates stay low, we will work out the supply, and when the supply is worked off, the stocks will catch a rally." Therefore, Cramer would buy KBH, LEN and TOL on a pullback. On another note, Crame reports that FedEx canceled its large order with Airbus and switched to Boeing. He believes that the airliner will be able to raise its prices. "Go buy some Boeing!" Cramer urged
Related: William Trent discusses FedEx's Switch from Airbus to Boeing.
Lockheed Martin (NYSE:LMT):Cramer notes that people are worried about this stock because of the belief that a Democratic victory means defense cuts. However, he would hold onto the stock through a decline on Wednesday, and adds that the stock is cheap.
Starbucks (NASDAQ:SBUX): Cramer suggests holding onto this stock and to pick it up during any decline.
Commerce Bank (CBH): This is Cramer's bank and he thinks it is a good long-term stock.
SAIC (SAI): If the Democrats just take the House, this stock will go down but rise again, but if the Democrats also takes the Senate, the stock will stay down. Cramer says SAIC is a hold.
Cisco (NASDAQ:CSCO): Cramer is not concerned about the quarter and likes this stock better than JUDSU or Contexant. He would buy some more on a pullback.
Apple (NASDAQ:AAPL) and IBM (NYSE:IBM): Cramer calls Apple "the best hardware story out there other than IBM."
More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.
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