Jim Cramer's Real Money Radio Recap, Nov. 9

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Includes: CCU-OLD, CROX, DIS, HAL, HOG, LDOS, LEN, LM, LVLT, MSFT, RAD, RNWK, SIRI, WFM, XOM
by: Miriam Metzinger

Recap of Jim Cramer's radio show on Thursday November 9. Click on a stock ticker for more analysis:

Sirius Satellite Radio (NASDAQ:SIRI), XM Satellite Radio (XMSR), Rite Aid (NYSE:RAD), Level 3 Communications (NASDAQ:LVLT), Clear Channel (CCU-OLD), Exxon Mobil (NYSE:XOM), Halliburton (NYSE:HAL) - Cramer says that SIRI is now one of his favorite speculative stocks along with RAD and LVLT and commented that it is better than a stock like Clear Channel which has a $17 billion market cap but is not going anywhere. Cramer likes Sirius because its acquisition costs are lower, and it is attracting advertisers and subscribers. He suggests getting out of XMSR and into SIRI. Another stock which is growing is XOM which has been a "consistent gainer for three years," has a lot of oil, doesn't miss its quarters and is now Cramer's favorite oil stock. Finally, Cramer discussed Halliburton which had been declining on the fear that natural gas would go down, but is back up with natural gas.

Whole Foods (WFMI) - Although Cramer often warns against selling into panic, he would get rid of WFMI because it is up but will not continue to rise. A momentum stock should not be growing so slowly, and WFMI would only be worth investing in if it were cheap, but it isn't, Cramer noted. He said that WFMI "is more dangerous down here than when it was higher, because there's no justification for it to go higher."

Cramer on Demand: SAIC (SAI) - Listeners voted that SAIC was the stock they wanted Cramer to discuss, and he said that it is priced too cheaply, like NYSE or Mastercard. While people may be leery of SAIC because "it is a Donald Rumsfeld stock," referring to the ex-Secretary of Defense and that it "will only do well when the Defense Department has a blank check," Cramer told investors not to worry about SAIC, because it is the best defense stock. Cramer's previous pick in this sector was Essex. Concerning healthcare, Cramer said that one could buy them if the fundamentals are strong, but not to pick them up all at once because it is hard to find the bottom.

Related: Bill Simpson takes an in-depth look at SAIC's IPO.

Bullish calls:

Microsoft (NASDAQ:MSFT): Although Cramer says, "You've got multiple expansions at Microsoft," he would let it take a "breather" when it moves to $32.
Crocs (NASDAQ:CROX) and Disney (NYSE:DIS): 'If you want explosion, you want Crocs!" said Cramer who added that the company will unveil its line of Disney shoes on November 15 and should go to $50.
Harley Davidson (NYSE:HOG): Cramer notes that this stock consistently beats its estimates, and he suggests buying half a position now and the other half when the stock comes in.
RealNetworks (NASDAQ:RNWK): This company reported a few good quarters and "is a good stock which is making money," said Cramer. Although he prefers Google and Sirius, he still likes RNWK.

Neutral/Bearish calls:

Legg Mason (NYSE:LM): Cramer doesn't have confidence in LM because it didn't make its quarter, and suggests selling it now because it is up.
Lennar (NYSE:LEN): Concerning housing in general, Cramer would sell now and buy them back when the stocks come in.

More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.

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