Cramer's Lightning Round - The Gaming Business Is Too Complicated (2/14/12)

by: Miriam Metzinger

Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Tuesday February 14.

Bullish Calls:

Sasol (NYSE:SSL): "I've been a Sasol...I like the yield. It is an interesting stock with oil up this high."

CF Industries (NYSE:CF): "Holy cow, the agriculture market, the fertilizer market...I'm not abandoning it, although the stock looks like it could roll over a bit, but I'm not abandoning it."

Websense (NASDAQ:WBSN), Fortinet (NASDAQ:FTNT): "Websense is good, but I'm going to see your Websense and raise you Fortinet. I like the product Fortinet offers."

Eastgroup Properties (NYSE:EGP): "We recommended it at a much higher yield. It has a smaller yield. Now how did that happen? Price appreciation. This is a terrific situation. A really well-run company that survived the debacle..."

TiVo (NASDAQ:TIVO): "It is pretty good, but it has had a big move...I like it, but I would wait for a pullback."

Bearish Calls:

Activision Blizzard (NASDAQ:ATVI): "I'm not a buyer, I'm a seller. I think the gaming business is too difficult. I tried. It is too complicated."

Halliburton (NYSE:HAL): "My problem with Halliburton is they want to chase business too much...and that last quarter is really funky. They were the guys who were not all that bullish about near-term earnings. So I'm staying on hold."

HealthSouth Corporation (NYSE:HLS): " about a stock I got wrong...I thought they were going to roll in the money. I am on hold until they give me better numbers."


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