Stocks discussed on the lightning round session of Jim Cramer's Mad Money TV Program, Monday 26 July.
Bullish Calls
CME Group (CME): "I would not step away from this. I think it is going to have a great 2011. This company is going to have a good year next year…this company is a dominant player and I want to own them."
Nucor (NUE): "I would rather see you in Nucor, it's down on its luck, has a better yield and has more upside potential (than Alcoa). House of pleasure."
Skyworks Solutions (SWKS), Texas Instruments (TXN), Broadcom (BRCM)
Sears (SHLD): "When the first-time homebuyer credit expired, people didn't want to own Sears… the stock is down too much…it's got huge cash flow, in the 60s it's what? 5% downside, 20% upside…get on board."
Baidu (BIDU): "I'm still on board... let's ride this thing on 90s…Google is flatlining… if Google goes down …we're going to re-evalutate it."
Bearish Calls
Alcoa (AA): "I didn't like that quarter, that was one when I looked at the conference call and I said don't buy they have good cash flow… no momentum I would rather see you in Nucor."
Atheros Communications (ATHR): "That was nothing to write home about… they didn't say anything robust. All the problems with TXN were Nokia…I prefer Skyworks Solutions (SWKS), Texas Instruments (TXN), Broadcom (BRCM)."
Celgene (CELG): "All the biotechs are in a major roll...Celgene is not a takeover target...I think you can sell some and buy some back later. ETF activity is pushing them all up…I like the company."
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