Jim Cramer's Mad Money In-Depth Stock Picks, April 19
Seeking Alpha publishes a summary of Jim Cramer's stock picks every day including: Mad Money Recap, Lightning Round, Stop Trading and his Wall Street Confidential PicksFollow Slim's Picks: Kraft (KFT), Saks (SKS), American Movil (AMX)
Cramer would pay attention to the "overseas Warren Buffett," Carlos Slim Helu, who has surpassed Buffett on Forbes rich list, partly because of his exposure to emerging market stocks. Looking at Slim's portfolio, Cramer found KFT, which is not one of his favorites, SKS, which he didn't want to feature again, and finally AMX, which he thinks is a great play on the growth of cell phones in Latin America. Although AMX is at its 52-week high, Cramer feels it is "too good not to feature."
Related: Investor Trip takes a look at AMX.
Green Day Part 4: Tetra Tech (TTEK)
Cramer is bullish on TTEK as a way to play the scarcity of clean drinking water, and noted it is in "the sweet spot" since 85% of its revenue is from water management and it has acquired Delaney Group, "a little wind company."
Related: Hilary Kramer calls TTEK an "overlooked stock."
Sell Block: Charter Communications (CHTR), Sirius Satellite Radio (SIRI), XM Satellite Radio (XMSR), CMGI (CMGI), Oilsands Quest (BQI) and Crystallex (KRY), Vonage (VG), Fremont General (FMT), Downey Financial (DSL)
For his Sell Block Segment, Cramer discussed hot stocks in CNBC's Million Dollar Portfolio Challenge game. Many of the stocks are speculative, and while he encourages speculation it should be undertaken if one's portfolio is balanced. The only one Cramer would buy is CHTR because cable is "on fire" and he predicts the stock will climb to $4 from $3.28. While he is "not totally negative" on SIRI, it is experiencing so many difficulties in its attempts to merge with XMSR that Cramer can not "in good conscience" recommend it. Headspinning changes to its business model make CMGI a sell, and Cramer would also unload BQI and KRY. He reiterated his bearish stance on VG, calling it "the single least investable stock" he's ever seen. While popular, Cramer says FMT has too much subprime exposure and would buy DSL instead.
CEO Interview: Nastech Pharmaceutical's (NSTK), Stephen Quay with stocks Celgene (CELG), Gilead Sciences (GILD), Genzyme (GENZ)
When asked what the company's star product is, Stephen Quay replied it was a "horserace" between its obesity and osteoperosis treatments, and its insulin nasal spray for diabetes. While Dr. Eric Hollander has shown that injections can help reverse some symptoms of autism, Stephen Quay comments the treatments are not long-lasting. However, NSTK has been working with Hollander to develop a nasal spray that will last much longer than the injections and expects to begin clinical trials this year. Cramer is bullish on NSTK as well as CELG, GILD and GENZ.
Related: Stockerblog discusses NSTK's nasal spray to treat autism.
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