Cramer's Stop Trading! The CEO of the Year (2/25/11)

|
Includes: AAPL, ARMH, CRUS, DECK, ETN, HON, PPO, SWKS
by: Miriam Metzinger

Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Friday February 25.

Deckers (NASDAQ:DECK), Eaton (NYSE:ETN), Apple (NASDAQ:AAPL), Arm Holdings (NASDAQ:ARMH), Skyworks Solutions (NASDAQ:SWKS), Cirrus Logic (NASDAQ:CRUS), Honeywell (NYSE:HON), Polypore (NYSE:PPO)

Deckers (DECK) is not just a one-day wonder, as anyone who has been following the stock knows, commented Cramer, who noted the company's low valuation with a 20 multiple and a 22% growth rate. The company has a market cap of $3.5 billion, but Cramer thinks the number should be closer to $5 billion.

Eaton (ETN) is the quiet company that has raised its guidance and is a huge truck bull-market story. Eaton has gone from earning $5 a share to $7, and yet The Street has yet to notice. Cramer calls Sandy Cutler the CEO of the year as Eaton takes over all kinds of power generation opportunities and is even going against Honeywell (HON). Even though there are many details to be worked out concerning electric car technology, the U.S. seems to favor this kind of power, and Eaton is a prime beneficiary of this trend. Polypore (PPO) is also profiting from electric cars, and the stock is "going crazy."

With the introduction of Apple's (AAPL) iPad 2 in the coming week, Skyworks (SWKS), Arm Holdings (ARMH) and Cirrus Logic (CRUS) are rolling and may continue up until the product's release. Cramer thinks Friday was a good day for stocks because news from companies, rather than the world headlines, actually mattered, and investors can only hope this will continue in the coming week.

::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::

Jim Cramer was up 31% in 2009. Click here now to sign up for Jim's Action Alerts PLUS and trade alongside him. Special discount for Seeking Alpha users.

Get Cramer's Picks by email - it's free and takes only a few seconds to sign up.