Cramer's Lightning Round - Gilead Is Coming Back To Its Senses (5/1/14)

by: Miriam Metzinger

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday May 1.

Bullish Calls:

  • Gilead (NASDAQ:GILD): "Gilead is finally coming back to its senses. It is one of the best stocks out there. It has a great Hepatitis C treatment. This stock is going up from $71 to $79. Let it pull back a bit first."
  • Cheniere Energy Partners (NYSEMKT:CQP): "You get a 5% yield. CQP is safer (than LNG)."
  • Boeing (NYSE:BA): "People are freaking out that Boeing is not going higher. It has had a big run. It reported a good quarter. Jim McNerny is an incredibly bankable CEO. So if it goes down, buy more. That is what my charitable trust is going to do."
  • FireEye (NASDAQ:FEYE): "Candidly, I was not a big fan. The stock has retraced all of its gains. It is a pretty good company. The pain has been taken here. It is a good cyber-security company."

Bearish Calls:

  • Ensco (NYSE:ESV): "While the dividend is safe, don't buy it. The numbers can't go up, because of Brazil and the day rates, which are not high enough."
  • Quidel (NASDAQ:QDEL): "I have unbelievably great biotech companies that are going up. Don't buy this one."
  • Gogo (NASDAQ:GOGO): "I read through the risk factors, and right in there was that if someone builds a better mousetrap, Gogo could lose a contract, so I'd be very wary of Gogo, even down here."
  • Bed Bath & Beyond (NASDAQ:BBBY): "No. I'm sorry. It keeps missing the quarter, even though it keeps buying back stock. Management has a lot of explaining to do."
  • Cheniere Energy (NYSEMKT:LNG): "I like the CEO, Charif Souki, but it is time to go into that master limited partnership ... We've caught a big gain from LNG, but I can't recommend it until it goes lower."


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