Jim Cramer's Mad Money In-Depth, 1/11/08: Yamana's Golden Opportunity

Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Friday January 11. Click on a stock ticker for more analysis:

Apple (AAPL), Citigroup (C), Intel (INTC), Wells Fargo (WFC), JP Morgan Chase (JPM), Washington Mutual (WM), Parker Hannifin (PH), Schlumberger (SLM), Merrill Lynch (MER)

Cramer sees lowered expectations as a reason to buy or to stay away from certain companies. Even though the Apple does not have a thrilling new product to unveil, he ,would buy the stock ahead of Monday's MacWorld Expo because shares have been hammered recently and CEO Steve Jobs should make some positive remarks. Citigroup or Intel may be buys after their conference calls on Tuesday, because they may bottom. Cramer likes WFC, which reports Wednesday along with JPM, because WFC could be a buyer of WM. He would consider buying JPM only if shares of C rise. Cramer doesn't see potential in MER or in WM, but another company which is reporting on Thursday, PH, is "firing on all cylinders" and he likes Parker's buyback. Cramer would only buy SLM, which reports on Friday, if oil prices continue to rise.

CEO Interview: Peter Marrone Yamana (AUY) with Barrick (ABX)

Peter Marrone discussed AUY's low production costs which enable it to produce gold at only $250 to $270 an ounce. He added the company is expanding and envisions a "perfect storm" which will send gold prices soaring. Although Cramer likes ABX, he prefers AUY and would buy.

Related: Stacey Laliberte makes the bullish case for Yamana.

Terex (TEX)

Cramer believes a Fed cut may resurrect battered industrials, and he likes TEX, which has hit its 52-week low even though 2/3rds of its business is overseas. The two penny miss of its earnings estimates hardly justified a $30 fall, commented Cramer, and the company's buyback plan and insider buying are also signs of future success.

Related: Judy Weil discusses a Barron's article on Terex.

Mad Mail: Dupont (DD)

As Dupont is becoming less dependent on housing, Cramer thinks it is becoming more attractive.

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