Stocks discussed on the lightning round session of Jim Cramer's Mad Money TV Program, Wednesday August 25.
J.Crew (JCG): "Oh man, J.Crew is about to report. If you put a gun to my head.... But I do believe that, at this price... I mean, I'd love to see J.Crew's quarter. I feel like I'm on the eve of the quarter, and I could blow my head off. But I happen to like J.Crew longer term...I will go with J.Crew. Am I sticking my neck out? Buy half... well no, you'll see the quarter tomorrow. Let's just wait to see what it is... but I think Mickey Drexler [CEO] is going to deliver a great number, but no one else seems to, because the stock seems to go down everyday."
Tibco Software (TIBX): "I've followed Tibco since it came public. This is the kind of software... oh man, I've got to temper this... but this is the kind of company that's being acquired by other companies. Why do I have to temper it? Because Tibco's just had a big run. But I think that Tibco is a valuable company... that it is worth more than it is selling for right now. It's got terrific infrastructure software. Is it like a 3Par? No, no... because that's storage software. But it's a good company, and it's been undervalued for about a decade now."
DryShips (DRYS), Diana Shipping (DSX): "DryShips? Eh, you know... I said the other day that I even liked DryShips. Here's the problem... In that business, there is Diana Shipping ... that's got the better balance sheet. These groups have really come down. I think Diana's the cheapest. Was I wrong in saying that I liked Dry Ships? I just think those stocks are so beaten up, that it's difficult not to like them. But Diana's the better one."
American Eagle Outfitters (AEO): "Now, American Eagle Outfitters did take some action... they finally closed some stores. They're rationalizing the business. So, if you rationalize that business, I like it. But I don't like teen apparel."
BP (BP), Total SA (TOT): "Well, here's the problem... let me just give you... You know what I'm going to do? I'm going to give you a little imagery here. Royal Dutch, Total S.A.... they're all selling at a very, very low price. Total is a good example... a gigantic French company... because BP is like a foreign company. Total is at $46. It's $3 off its low... it yields 5.9%. How can I recommend BP, $6 off its low... with all the potential problems, when I've got a Total SA yielding 6%? Nuh-uh...I am not going there. I remain convinced that BP will be an underperformer in the oil patch for as far as the eye can see."
ReneSola (SOL): "Oh man, you're making it tough on me. Listen newlyweds, this is not the way to go. You're talking about still one more Chinese solar play. I have to say...Sell, sell, sell! Why? Because I want you to take advantage of your youth, and buy some high-quality companies with dividends, and reinvest. And SOL is not one of them! Don't take it harshly."
Intuitive Surgical (ISRG): "Yeah, yeah... I read a Wells Fargo upgrade of it, but I'm concerned. I'm concerned, because it's one of my C.A.N.D.I.E.S.... and that's Chipotle, Apple, Netflix, Deckers, Intuitive Surgical, Express Scripts and Salesforce.com. And I'm afraid it might be the weak sister, so I am not going to tell you to buy Intuitive Surgical. No... I've got to do more work, but my instinct is not to buy it, and maybe not to stick with it."
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