Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Monday October 8. Click on a stock ticker for more analysis:
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One way to make a lot of money on a stock overnight is to buy a company that will be taken over. Cramer's prediction of a DoubleClick and aQuantive acquisition proved to have been correct as DoubleClick was bought by Google and Microsoft purchased aQuantive, which was in merger talks with VCLK prior to its takeover. Cramer predicts either MSFT or Yahoo may purchase VCLK at a "gigantic takeover premium." The stock has great fundamentals and is a "triple buy" even if it isn't taken over.
For those who would like to own "the next Mattel" into the holiday season, Cramer recommends JAKK as an investment or a trade. Wednesday's analyst meeting should determine whether the stock will go higher, and Cramer says a positive outcome will mean that Jakks is a buy as long as the price stays under $28. JAKK has $83 million in net cash flow which may grow to $100 million and may fund share buybacks or the purchase of new stores. It is trading at a "big discount" to Mattel and Hasbro, and while the company may lose its right to market WWE products, Cramer is not concerned. He recommended buying it either for the long-term or the short-term but not for both.
Related: Alex Shandunsky sees potential growth for JAKK in video games.
Special Guest: New York Giants Defensive Lineman Michael Strahan: Under Armour (UA)
Cramer invited Michael Strahan onto Mad Money to talk about his football career, his book: Inside the Helmet: Life as a Sunday Afternoon Warrior, and his investments. Strahan describes himself as a conservative investor who prefers mutual funds and global exposure. He owns one stock, UA, which he bought during its IPO and it is consistently giving him profits.
Mad Mail: Caterpillar (CAT)
Cramer told a viewer he likes CAT because it is an international company and is not a captive to the US GDP. Concerning trading after hours, Cramer commented, "Everything you do will be completely wrong if it's done after hours. Wait until the next morning and use limit orders"
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