Cramer's Lightning Round - Comcast's Netflix Killer (2/21/12)

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Includes: CRM, HBI, NFLX, REGN, RL, RRD, VFC, ZAGG
by: Miriam Metzinger

Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Tuesday February 21.

Bullish Calls:

Ralph Lauren (NYSE:RL), VFCorp (NYSE:VFC): "...Ralph Lauren pulled back...VFC pulled back. They are superior to Hanesbrands...we want to stick with best of breed."

Bearish Calls:

Netflix (NASDAQ:NFLX): "Comcast unveiled something that is going to be the definitive Netflix killer...to me, it reads bad for Netflix."

R.R. Donnelly & Sons (NASDAQ:RRD): "I looked into the company, and there is nothing there...that is a commercial printing company, and there isn't a lot of commercial printing to go around...sell."

Hanesbrands (NYSE:HBI): "No...there are so many other good apparel companies to buy."

Regeneron (NASDAQ:REGN): "There is a lot of talk about an inflammation problem with the new drug. Until we get clarification, we are going to let the stock come down, because we have had such a monster win here, we don't want to jeopardize it."

ZAGG Incorporated (NASDAQ:ZAGG): "I don't like ZAGG...it's a commodity...what is the issue? I don't like the company. I don't think it is doing that well...even if it were doing well, I would want you to sell because that is a commodity business."

Salesforce.com (NYSE:CRM): "You've got to wait...it seems to be a good quarter, but I thought the last quarter was going to be good, and people got killed in it. I think CEO Marc Benioff is terrific, the stock is terrific...I might buy deep in the money calls, but I'm chastised. I'm chastened. I have to see the number."

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