Dynamic Dynegy - Cramer's Lightning Round (5/19/08)

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Monday May 19.

Bullish calls:

First Solar (FSLR): “FSLR remains the least expensive way to play solar, in terms of the actual product. It is an expensive stock. It's at $24 billion in market cap, but I am a huge believer that the next quarter is going to be great.”

Weyerhaeuser (WY), Temple-Inland (TIN)

Dynegy (DYN): “I would steer you toward DYN… Every time it goes below $8, we recommend it…It's got a very interesting situation with natural gas, where it's cheaper than the rest.”

Bearish calls:

Kroger (KR): “I'm concerned about the supermarkets. The margins are thin. They're getting squeezed….don’t buy, don’t buy.”

Imax Corp (IMAX): “I have been wrong on IMAX. I'm surprised to see that stock be moving so well... I continue to think don't buy.”
Sina Corp (SINA): “Now I've got to admit... that's a good one. I have been staying away from China, because it's too volatile …it’s too speculative.”
Fluor (FLR): “The stock exploded! Don't buy, don't buy... I would say, ring the register on FLR.”
International Paper (IP): “IP is just not that good. It's not that well-run... It keeps doing a lot of silly things.”
Emcore (EMKR): “Don't buy, don't buy... I just feel like it's an overcrowded segment...”
Reliant Energy (RRI): “Not my favorite.”

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Comments

[zigger:]

Strange to hear Cramer say that this is an overcrowded segment.... Solar may well be overcrowded, but there are only two players that make cells for concentrating PV; Emcore and Spectrolab. Spectrolab, aside from being a division of Boeing, is only selling their cells for the satellite market, and hasn't entered the terrestrial market. This leaves emcore as the only player in the terrestrial cell market, so I wouldn't exactly call that section "overcrowded".

2008 May 20 11:32 AM