Seeking Alpha
Newsletter provider, fund holdings, insider ownership
Profile| Send Message|
( followers)  

Jim Cramer is the host of CNBC's "Mad Money" and the chairman of TheStreet.com. Nearly 250,000 people watch his show daily on TV and most of these are ordinary investors trying to understand what’s going on in the market. Cramer’s bullish and bearish stock picks on his show is the starting point for many investments made by these folks.

We compiled the list of technology stocks that have been recommended on Mad Money during the last 30 days.

1- Apple (NASDAQ:AAPL): A whopping 103 hedge funds had Apple in their portfolios at the end of last quarter. Hedge funds collectively own 3.3% of the outstanding shares. Hedge fund stars like David Einhorn, John Griffin, and Chase Coleman all have AAPL in their portfolios. Dan Loeb sold his stake last quarter. Cramer repeated his buy recommendation of AAPL four times during the last 30 days. AAPL recently traded at $383.58 and lost 2.1% during the last 30 days. The stock has a market cap of $355.6 billion and P/E ratio of 15.2.

2- Vodafone Group (NASDAQ:VOD): Vodafone has 370.9 million mobile customers at the end of fiscal 2011, up 14.5% from the end of prior year. Vodafone spent £287 million on R&D during fiscal 2011. Vodafone’s total customer number is 147.4 million in Europe and 223.5 million in other continents. Cramer repeated his buy recommendation of VOD once during the last 30 days. VOD recently traded at $26.41 and has a 5.46% dividend yield. VOD lost 1.64% during the last 30 days. The stock has a market cap of $139 billion and P/E ratio of 10.7. In the 2011 financial year (the year ended 31 March 2011), Vodafone reported revenues of £45.9 billion (3.2% growth), adjusted operating profit of £11.8 billion (3.1% growth) and free cash flow of £7.0 billion.

3- Oracle (NYSE:ORCL): Forty-nine hedge funds had Oracle in their portfolios last quarter. Hedge funds collectively own about 2% of the outstanding shares. Cramer repeated his buy recommendation of ORCL once during the last 30 days. ORCL recently traded at $26.65 and has a 0.9% dividend yield. ORCL lost 13.11% during the last 30 days. The stock has a market cap of $135 billion and P/E ratio of 16.1. Ken Fisher increased his stake by just 1% last quarter. He still has more of Oracle than any other hedge fund. Fisher Asset Management had about $672 Million at the end of June (check out billionaire Fisher’s stock picks).

4- Verizon (NYSE:VZ): Cramer has been recommending defensive, high yielding stocks like Verizon during the last month. Cramer repeated his buy recommendation of VZ four times during the last 30 days. VZ recently traded at $35.76 and has a 5.45% dividend yield. VZ gained 0.28% during the last 30 days. The stock has a market cap of $101.2 billion and P/E ratio of 16.

5- SAP AG (NYSE:SAP): Cramer thinks this German software company’s stock is a buy, as it’s trading too cheap. Similar companies are trading at 30 and 40 times earnings, but SAP is only selling at 20 times earnings (trailing P/E is 22.9 and forward P/E is 17.53). The company is well positioned to take advantage of the tech industry‘s future, offering real-time computing, mobility and cloud innovation. The stock grew 35% year over year and the company increased guidance for the upcoming quarter. Cramer repeated his buy recommendation of SAP once during the last 30 days. SAP recently traded at $53.13 and has a 1.6% dividend yield. SAP lost 14.99% during the last 30 days. The stock has a market cap of $65.2 billion and P/E ratio of 22.9. Ken Fisher’s Fisher Asset Management owns over a million SAP shares.

6- Baidu.com (NASDAQ:BIDU): Forty-seven hedge funds had Baidu in their portfolios last quarter. Hedge funds collectively own about 7% of the outstanding shares. Cramer repeated his buy recommendation of BIDU three times during the last 30 days. BIDU recently traded at $139.7 and lost 11.77% during the last 30 days. The stock has a market cap of $48.7 billion and P/E ratio of 63.5. Ken Fisher again has more of BIDU than anyone else, at about $600 Million. Andreas Halvorsen has about half of that, with $300 Million.

7- Salesforce.com (NYSE:CRM): On August 18, Cramer asked his viewers to stay away from the financials and technology sectors. Cramer said Apple, Amazon (NASDAQ:AMZN) and Salesforce are three exceptions to the rule and can break the gravitational pull by growing their earnings strongly during this period. On August 23, Cramer compared Hewlett Packard’s (NYSE:HPQ) earnings call with CRM’s earnings call and said “forget Hewlett-Packard, take a look at Salesforce.com." Cramer is really bullish about CRM because he thinks CRM represents what is working in the tech space, specifically the move to cloud computing, yet the stock is priced like the stocks that are failing. Cramer said HPQ is doing everything in its power to become like CRM. Cramer repeated his buy recommendation of CRM once during the last 30 days. CRM recently traded at $117.5 and lost 19.58% during the last 30 days. The stock has a market cap of $15.7 billion and P/E ratio of 192.6. Louis Navellier had a large position in CRM at the end of June (see Navellier’s top stock picks).

8- Windstream (NASDAQ:WIN): The chairman of this communications company bought $111,000 dollars’ worth of stock, and Cramer is confident that he wouldn’t have done so if Windstream was going the way of its competitors. Cramer repeated his buy recommendation of WIN three times during the last 30 days. WIN recently traded at $12.06 and has an 8.29% dividend yield. WIN lost 1.63% during the last 30 days. The stock has a market cap of $6.2 billion and P/E ratio of 21.9. Robert Raiff of Raiff Partners increased his position to 2.64% in the company during first quarter.

9- F5 Networks (NASDAQ:FFIV): F5 Networks is one of the leading application delivery networking companies. Cramer repeated his buy recommendation of FFIV once during the last 30 days. FFIV recently traded at $75.49 and lost 19.92% during the last 30 days. The stock has a market cap of $6.1 billion and P/E ratio of 27.8.

10- Travelzoo (NASDAQ:TZOO): Travelzoo lost more than half of its value after disappointing results on July 21. Cramer took a fresh look at TZOO and he had the company’s CEO as a guest on his show. Cramer didn’t seem too enthusiastic about the stock but he said it is the cheapest stock in its universe based on the PEG ratio. Cramer repeated his buy recommendation of TZOO once during the last 30 days. TZOO recently traded at $33.45 and lost 39.02% during the last 30 days. The stock has a market cap of $0.6 billion.

11- Alaska Communications Sys (NASDAQ:ALSK): Cramer said Alaska Communication is better than Frontier Communications (NASDAQ:FTR) and Century Link (NYSE:CTL). With double digit yields (over 12%), Cramer thinks this stock is being given away. Cramer repeated his buy recommendation of ALSK once during the last 30 days. ALSK recently traded at $7.17 and has an 11.99% dividend yield. ALSK lost 3.76% during the 30 days. The stock has a market cap of $0.3 billion.

(The Market data was sourced from Finviz)

Source: Jim Cramer's 11 Favorite Tech Stocks