Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Wednesday August 1.
Bullish Calls:
Clorox (CLX): "Clorox reports soon. It has to deliver something better than the top line, and I would like to see restructuring, because last quarter, business was a little punk. But it is a domestic security play, because they have very little business in Europe."
Plum Creek Timber (PCL) and Weyerhaeuser (WY): "I like PCL and WY. Those are both superior (to Rayonier)."
VeriFone (PAY), NCR (NCR): "PAY's last quarter was okay. They had some accounting irregularities, but it looks like they are past that. I like NCR better."
eBay (EBAY): "I will give you the ultimate in what I would check out, and that is Paypal owned by eBay."
AutoZone (AZO): "If I'm getting into that business, I'm going with the Zone, because that has been more consistent, and they have a big buyback going on."
Bearish Calls:
Monster Beverage (MNST): "I am concerned about Monster. There is some Nielsen data saying that the category is slowing and Monster is losing share. I'm a little bit nervous about it going into the quarter."
Rayonier (RYN): Cramer prefers Weyerhaeuser and Plum Creek Timber.
Green Mountain Coffee Roasters (GMCR): "Forget about it."
O'Reilly (ORLY): Cramer prefers AutoZone.
Pep Boys Manny Moe & Jack (PBY): "Manny, Moe and Jack? Moe, Larry and Curly."
Target (TGT): "The dividend is too small. I think it is okay. It has had a big run. Wait for a pullback, and then I'd pull the trigger. I'm worried you are going to buy it too high. Don't buy it over $60."
::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
Jim Cramer's Action Alerts PLUS: Trade right alongside a Wall Street pro! Start your 14-day FREE trial today.
Get Cramer's Picks by email - it's free and takes only a few seconds to sign up.
