Cramer's Lightning Round - A Bit Scared Of Monster (8/1/12)

by: Miriam Metzinger

Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Wednesday August 1.

Bullish Calls:

Clorox (NYSE: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 (NYSE:PCL) and Weyerhaeuser (NYSE:WY): "I like PCL and WY. Those are both superior (to Rayonier)."

VeriFone (NYSE:PAY), NCR (NYSE: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 (NASDAQ:EBAY): "I will give you the ultimate in what I would check out, and that is Paypal owned by eBay."

AutoZone (NYSE: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 (NASDAQ: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 (NYSE:RYN): Cramer prefers Weyerhaeuser and Plum Creek Timber.

Green Mountain Coffee Roasters (NASDAQ:GMCR): "Forget about it."

O'Reilly (NASDAQ:ORLY): Cramer prefers AutoZone.

Pep Boys Manny Moe & Jack (NYSE:PBY): "Manny, Moe and Jack? Moe, Larry and Curly."

Target (NYSE: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."


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