Jim Cramer's Mad Money Lightning Round, 2/4/08: American Eagle Soars Again

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Monday February 4. Click on a stock ticker for more analysis:

Bullish calls:

American Eagle Outfitters (AEO): 'Remember, there was big insider buying. I went to the store this weekend, to see how it looks... I love the look at retail. I would buy AEO, under $21.'
ValueClick (VCLK): 'I think it's a logical takeover target … we all know how much the web means to all the players... particularly, Mister Softee [i.e., Microsoft ], which loved the aQuantive deal. Look for Yahoo! if they don't merge it, to buy these guys. Someone wants VCLK.'
Wachovia (WB): 'WB was slammed today. A bunch of guys took it to a sell. It's down $3, and let me just say... right now... right now, I would pull the trigger on WB.'
Sierra Wireless (SWIR): 'I was negative on these guys, and I got this wrong. This is one of the few companies that has wireless equipment, that is actually smokin'
Skyworks Solutions (SWKS)
Terex (TEX): 'If TEX comes in at all, let's pull the trigger immediately. That is the cheapest of the group.'
Walt Disney (DIS)
Wellpoint (WLP): 'I think WLP is a buy here, and I also think that managed care does very well in the last year of President Bush's budget.'
Humana (HUM): 'I happen to like HUM more than WLP.'

Bearish calls:

Aqua America (WTR): 'I don't like companies that continually issue stock over and over again, to do what's known as 'rollups'... It hasn't been a great strategy for me.'
Time Warner (TWX): 'I can't think of a reason to buy the stock. I just can't... Don't buy, don't buy...'
Isle of Capri Casinos (ISLE): 'My take is that you're just not going to make a lot of money in the casino stocks right here. Don't buy, don't buy.'
Cerner (CERN): 'I am proud that I never went back, because it just keeps going down. I do not like the medical records business anymore. '

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