Jim Cramer's Real Money Radio Recap, Nov. 13

Recap of Jim Cramer's radio show on Monday November 13. Click on a stock ticker for more analysis:

Pepsi (PEP) and Coca-Cola (KO) - Cramer is no longer pushing Pepsi now that "trans-fat" is a dirty word and the company has an abundance of fatty snacks. In addition, Pepsi's Gatorade is doing poorly, raw costs are rising and Coke is snatching back some market share. Cramer doesn't think that the avoidance of trans-fat is a fad but is "secular" and "long-lasting ... I don't like it when it comes to the business cycle, and I don't like it when it comes to the company's snacks," he said. Pepsi "I no longer endorse."

Disney's (DIS) and Google (GOOG) - Cramer ruled out various theories to explain why Disney got "pummeled" after its earnings report. Its high TV costs aren't the main problem, because its movie business compensates for the loss of revenue, according to Cramer, and its theme parks aren't to blame because they have room to grow. Disney's generous spending to maintain its share in ESPN is not a long-term problem, says Cramer, who identifies Google as the culprit because it is "sapping" the strength from conventional media since it has eliminated the inconvenience of sitting through commercials. Although DIS cannot currently compete with the Web and is facing rising costs, it is not necessarily finished.

Related: Bambi Francisco discusses ways Big Media companies like DIS will adapt to compete with Google.

Eddie Bauer (EBHI) - Cramer reiterated his warning not to pick up a stock solely because of a potential buyout, since EBHI got "cut in half" after he recommended it as a takeover target."That's the problem with predicting the private equity bids," Cramer said. "You simply can't make any money trying to anticipate what these people will buy."

HCA (HCA), Tribune (TRB) Clear Channel (CCU) - Cramer is not impressed with recent bids by private equity firms for Tribune, HCA and CCU since the latter two have "precipitous declines" in their cash flow. Cramer would prefer to invest in a homebuilder rather than a newspaper and thinks that the private equity guys are playing a dangerous game.

Related: Miriam Metzinger reports on the $17 billion bidding war for CCU.

Bullish calls:

Norfolk Southern (NSC) and CSX (CSX): Cramer thinks CSX will go higher and says CEO Michael Ward is "terrific." He comments that railroads are good picks in general because they do not have heavy competition and use less fuel than trucks. Cramer also notes that NSC had a good quarter.
Brocade (BRCD): This company has made a significant turnaround, and Cramer says it is a buy.
Sirius Satellite Radio (SIRI): Cramer is bullish on this company.
Transocean (RIG): Cramer says that the fundamentals of this "cheap oil service play" are "fantastic."
Time Warner (TWX): This company is exceeding expectations, notes Cramer
Diageo (DEO):Diageo will go up higher and Cramer thinks it is worth holding onto.

Neutral/Bearish calls:

Ambev (ABV):This is a good company, according to Cramer, but he suggests that those who do not need to own a beverage company should ring the register.
Smith & Wesson (SWHC): This stock has had a huge run, says Cramer who suggests taking profit from the company now.
Saks (SKS): Cramer says this stock is "too dangerous."
XM Satellite Radio (XMSR): This stock is losing out to SIRI, Cramer notes.

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

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