Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Thursday November 16. Click on a stock ticker for more analysis:
Commenting on Disney's drop since its impressive earnings report last week, Cramer insists that DIS did not "drop the ball" but that analysts raised expectations before the report which made Disney look worse than it is. He notes that Pirates of the Caribbean brought in $1 billion and sales of its shows on iTunes is not hurting its TV business, and would use Disney's decline as an opportunity to buy. He also likes Six Flags.
Related: Disney reported a profit rise from its blockbuster film Pirates of the Caribbean.
Cramer says that even though NMX has gone up, he would still buy 25% of a position in the stock now, however, he would prefer NYX up in the 130s and 140s.
Related: There is some concern that Nymex may slip.
The knee brace is becoming a fashion sports accessory as well as a treatment as companies encourage coaches to order knee braces in their teams' colors. Cramer discussed DJO in the past as a "simple but great" company, and now comments that "DJO is about braces and avoiding surgery -- a long-term trend."
Cramer confessed that it was "hearbreaking" that those who sold NTAP on his suggestion missed a 12 point run. However, he also recommended sticking with RACK, and those who dumped the stock missed "an awesome 15 point run." Cramer feels certain that he is not wrong about MRVL which is acting like the other two companies since it has been a "real stinker" but reported "decent revenue and gave great guidance." He also thinks that estimates are too low for MRVL: "When you set the bar low, it becomes easy for the stock to jump." He recommends buying MRVL when it is at bottom, but would avoid SNE.
Related: Jack Haddad comments that Marvell is "severly undervalued."
When asked if Cramer expected BBI to exceed Cramer's $6 estimate, he answered that, given the rise of digital recorders, he doesn't think it will go from $4.75 to an amount exceeding $6. He told another mailer that getting a Jim Cramer tattoo would be a tad "aggressive." Finally, he suggested selling Caremark.
Related: Brian Harper discusses advantages to owning BBI for the long-term.
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