Jim Cramer's Stop Trading! Stock Picks and Comments, Feb. 15.
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Deere (DE), Qwest (Q), Norfolk Southern (NSC), Caterpillar (CAT), Safeway (SWY), Union Pacific (UNP) and CSX Corp (CSX): Cramer listed DE, Q, NSC, CAT and SWY as underappreciated "buys", adding that he sees no reason why DE will stop at $113. He observes that rails are on a "gigantic tear," but notes that although NSC is "delivering its numbers" it is his least favorite railroad stock. He prefers UNP, says that rumors of its guiding down are "nonesense" and predicts that it will reach $125 from $103. He also likes CSX, which is raising its dividend and buying back stock. Concerning Safeway, Cramer likes its gift card business, which he says is worth around $7 billion.
Aetna (AET), Eli Lilly (LLY), United Health (UNH), Laboratory Corp of America Holdings (LH), Schering Plough (SGP): Cramer comments that the entire healthcare sector is "exploding" because Warren Buffett took a stake in UNH, and LH reported strong numbers. He likes AET, but says "No" to big pharma, especially LLY. While Cramer is bullish on SGP, he would take a breather since it has gone from $17 to $24 "in a straight line."
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