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Cramer came up with outstanding profit makers like Caterpillar (NYSE:CAT) and Starbucks (NASDAQ:SBUX), and Dover (NYSE:DOV) in Aug 15’s Lightning Round program. These two consistent stocks can provide shelter in this global turmoil. Moreover, Cramer mentioned 5 other stocks, 7 in total. I have examined these stocks from a fundamental perspective, adding my O-Metrix Grading System where possible. Here is a fundamental analysis of these stocks from Cramer's Lightning Round (Data obtained from Finviz/Morningstar and is current as of Aug.15):

Stock Name

Ticker

Cramer's Suggestion

O-Metrix Score

My Take

Caterpillar

CAT

Top Pick

4.94

Buy

Public Storage

PSA

Buy

1.30

Avoid

Travelzoo

TZOO

Do not buy

N/A

Do not Buy

Dover

DOV

Buy

5.48

Buy

BJ's Restaurants

BJRI

Top Pick

2.78

Cautious Buy

Ariad Pharmaceuticals

ARIA

Cautious Buy

N/A

Avoid

Starbucks

SBUX

Buy

3.97

Buy on Dip

Cramer swims “upstream” and remains bullish on Caterpillar, as he thinks that it is dirt cheap. The stock was trading at a P/E ratio of 15.10, and a forward P/E ratio of 9.8, as of Aug 15. Estimated annual EPS growth for the next five years is 10.3%. Profit margin in 2010 was 7.8%, while it offered a 2.01% dividend. Its O-Metrix score is 4.94. Earnings increased by 39.22% this quarter, and 190.36% this year. ROE is 34.23%, whereas Caterpillar returned 33.4% in a year. Target price indicates a 41.0% upside movement potential, while it is trading 21.27% lower than its 52-week high. Institutions hold 66.76% of the stock, and debts are going down for the last three years. Yields seem all right. Caterpillar is a buy at this price.

"That is one of the most consistent ones ... they can raise their distribution. Public Storage is for me." Cramer says. The California-based REIT, as of the Aug 15 close, shows a trailing P/E ratio of 24.4, and a forward P/E ratio of 32.8. Analysts expect the company to have a 4.3% annualized EPS growth in the next five years, which is reasonable given the 3.73% EPS growth of past 5 years. Profit margin (34.4%) more than doubles the industry average of 15.7%, and the company offers a nifty dividend yield of 3.17%. Public Storage has a poor O-Metrix score of 1.30. Earnings decreased by 34.40% this year, while the stock is trading only 3.12% lower than its 52-week high. Target price implies a 3.7% downside potential. P/B, P/S, and PEG ratios are 3.9, 12.0, and 7.6, respectively. It returned about 21.6% in a year, whereas assets are decreasing since 2007. Moreover, it has a two-star rating from Morningstar. Insiders have been both selling stocks and exercising options for a while. This stock simply does not fit my criteria in terms of its P/E- forward P/E ratios, and most of its other indicators.

Travelzoo is the only stock Cramer is bearish about in this program, as it announced poor quarterly earnings results. As of Aug 15, Travelzoo has a P/E ratio of -454.5, and a forward P/E ratio of 21.8. Analysts estimate a 33.0% annual EPS growth for the next five years. Profit margin (-1.2%) is way below the industry average of 19.3%, whereas the company has no dividend policy. Earnings increased by 104.54% this year, and 50.26% this quarter. Insider transactions have decreased by 46.27% for the last six months, while the stock is trading 57.02% lower than its 52-week high. P/B is 19.5, way above the industry average of 4.4. ROA, ROE, and ROI are -4.95%, -9.73%, and -9.73%, respectively. Target price implies a 96.8% increase potential, and Travelzoo returned 195% in a year. Insiders have been insanely selling stocks since mid-March. Avoidance should do all right.

Dover: "You are dealing with a great industrial company with a lot of different businesses...it is disparate, but well-run ... that has come down, and I would pull the trigger right here...great company." Cramer comments.

The Illinois-based Dover, as of Aug 15, shows a trailing P/E ratio of 12.7, and a forward P/E ratio of 10.5. Analysts expect the company to have a 14.0% annualized EPS growth in the next five years, which is reasonable given the 12.05% EPS growth of past 5 years. With a profit margin of 11.0%, Dover offered a 2.23% dividend last year. O-Metrix score of the stock is 5.48. Earnings increased by 87.90% this year, and 44.16% this quarter. Target price is $75.18, which indicates an about 32.9% upside movement potential. Dover returned 21.8% in the last twelve months, and debts are decreasing for the last four years. Debt-to equity ratio is 0.4, better than the industry average of 0.8. Yields are consistent, whereas the stock is trading 19.40% lower than its 52-week high. Dover has a joyful momentum since its dip in Mar 2009. I believe the stock is fairly-priced, and can enter portfolios as a long-term buy.

BJ's Restaurants returned 84.3% in a year, and Cramer is still extremely bullish on this stock. The company was trading at a P/E ratio of 46.3, and a forward P/E ratio of 33.9, as of the Aug 15 close. Analysts estimate a 22.3% annualized EPS growth for the next 5 years. Profit margin is 5.0%, way below the industry average of 10.4%. BJ’s Restaurants has an O-Metrix score of 2.78, and earnings increased by 71.22% this year. Insider transactions have increased by 96.96% in the last six months, while institutions own 95.72% of the stock. Target price indicates a 20.2% increase potential, whereas the stock is currently trading 22.85% lower than its 52-week high. BJ’s Restaurants has zero debts for the last five quarters. However, P/E- forward P/E ratios do not fit my criteria, and it has a relatively poor O-Metrix score. Its operating margin, ROE, P/S, and profit margin are worse than their industry averages. Insiders have been exercising options and selling stocks for a while. 10 out of 15 analysts covering the company recommends holding. Moreover, it is highly volatile. Buy at your risk.

Cramer likes Ariad Pharmaceuticals because it “does anti-cancer (treatments).” He recommends buying Ariad, but only “as a speculative stock."

Ariad has a P/E ratio of -9.0, and a forward P/E ratio of -24.5, as of Aug 15. Estimated annualized EPS growth for the next five years is 25.0%. With a terrifying profit margin of -4175.4%, Ariad pays no dividend. Earnings increased by 186.67% this year and decreased by 126.35% this quarter. Sales decreased by 99.96% this quarter. Ariad returned 204% in the last twelve months, and debt-to assets ratio is terribly unstable for the last five years. Target price implies a 41.9% upside potential, while the stock is trading 26.22% lower than its 52-week high. SMA50 and SMA20 are -7.86% and -8.44%, respectively. P/B is 166.7, whereas P/S is 666.7. P/CF is -25.0. Ariad’s long-term EPS growth estimation is beyond its reach. Moreover, the stock is extremely volatile. I see no reason to invest any money in Ariad for now.

Starbucks: "Great quarter, unbelievable stock ... it has come down $3. Charles Schultz, the CEO, has a great stock, and he is a great man." Cramer says.

The Washington-based coffee maker, as of the Aug 15 close, shows a trailing P/E ratio of 25.28, and a forward P/E ratio of 21.11. Analysts expect the company to have a 17.1% annual EPS growth in the next five years, which is reasonable given the 15.34% EPS growth of past 5 years. Profit margin in 2010 was 10.1%, while it offered a 1.35% dividend. Earnings increased by 33.35% this quarter, and 136.17% this year. O-Metrix score of the company is 3.97, whereas institutions hold 78.69% of the stock. SMA50 and SMA200 are 0.09% and 9.75%, respectively. Target price indicates an about 15.7% upside potential, and the stock is trading 6.05% lower than its 52-week high. ROA is 16.62%, while Starbucks returned 62.2% in the last twelve months. Debts have decreased more than 50% within two years. Although Starbucks is a brilliant stock to go long, I would wait for a pullback.

Find more information on O-Metrix Grading System here.

Source: 6 Buy and 1 Sell: Ideas by Cramer