Cramer's Lightning Round - Don't Step Away From CME Group (7/26/10)

by: Miriam Metzinger

Stocks discussed on the lightning round session of Jim Cramer's Mad Money TV Program, Monday 26 July.

Bullish Calls

CME Group (NASDAQ: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 (NYSE: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 (NASDAQ:SWKS), Texas Instruments (NYSE:TXN), Broadcom (BRCM)

Sears (NASDAQ: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 (NASDAQ: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 (NYSE: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 (NASDAQ: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 (NASDAQ: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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