Jim Cramer's Mad Money Lightning Round Picks, Nov. 30
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Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday November 30. Click on a stock ticker for more analysis:
Bullish calls:
AMR (AMR): 'AMR is okay. I like CAL more.'
Continental (CAL)
BEA Systems (BEAS): 'I think this stock has got 52-week high potential. $13 going to $16. I am backing the truck up - BEAS!'
Under Armour (UARM): 'UARM is a buy. It has great growth. Remember, the valuation is stretched. It grows at 23%, and sells at 58x earnings. That's a little expensive, but it stayed down for a nanosecond, and then went up. I think that's the best management in the business.'
VeriFone (PAY)
MasterCard (MA): 'I'm reloading MA, because it's done going down.'
Akamai Technologies (AKAM): 'AKAM is the company you need to have streaming video work.'
Level 3 Communications (LVLT): 'I'm giving Jerry LVLT, which is part of the bandwidth shortage.'
Cisco (CSCO): 'Take a little off the table, because bulls make money, bears make money and hogs get slaughtered. The stock's going to $30 though.'
Disney (DIS): 'I think DIS is a slow grower, on the way to $38. It's not going to set any world speed records, but it's a good solid holding.'
Sirius Satellite Radio (SIRI): ' I think SIRI is going to be so good. I think Mel is going to hit the numbers. 6.1 gets the stock to $4.50. 6.3 million, and we've got a $5.50 stock. I don't want to do any of the derivative plays though. I just want to bank on Mel Karmazen.'
Safeway (SWY): ' I like SWY. That is the only one in that area.'
Sysco (SYY)
WellPoint (WLP): 'I am going to buy WLP - buy, buy, buy!'
Humana (HUM): 'I am going to buy HUM.'
America Movil (AMX): 'I got off this horse 10 points ago, for my charitable trust. I should never have done that and, the truth is, AMX is the single best play in Latin America.'
Bearish calls:
Sirenza Microdevices (SMDI): 'No. I once recommended this, had a really good trade, and then I left it. Sometimes, you just don't want to look back.'
Koninklijke Ahold (AHO): 'Candidly, I am not a fan of AHO. People may know them as Stop and Shop and Giant.'
Tsakos Energy (TNP): 'TNP should mean 'take no prisoners ... You've got a 5% yield. I do not think that should sustain it. You are up 22% year-to-date in TNP, and you, my friend, are ringing the register right now!'
Odyssey Healthcare (ODSY): 'No, no. Hospice services. It's like not that much of a business, to be honest.'
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