Cramer's Lightning Round - The Best Value In The REIT Group (10/3/12)

by: Miriam Metzinger

Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Wednesday October 3.

Bullish Calls:

Universal Health (NYSE:UHS): "I believe in this company. It is one of the best. I think the healthcare REITs represent the best value in the REIT group." (NYSE:CRM): "After the Oracle conference, I feel even better about Salesforce. You want to continue to hold those deep in the money calls. Maybe you should sell some 165s against them."

Waste Management (NYSE:WM): "You are being paid to wait. When I visited one of the premier dumps with my friend Michael Haley, he explained that without increasing the amount of construction work, WM might not make the numbers, but Suburban Enterprises is a major user of WM, so I have to go with WM."

Enterprise Products Partners (NYSE:EPD): "I think the tax credit is going to be fine. I think EPD is terrific."

Health Care REIT (NYSE:HCN): "HCN bought Sunrise Senior Living. I think HCN is still cheap."

Westport (NASDAQ:WPRT): "It is very speculative...I believe in it, but it is highly speculative."

Disney (NYSE:DIS): "With gas going down, Disney remains a Buy, and is very well-run. We did sell Disney for the charitable trust on the idea that it was not going to be a good quarter. We might be wrong about that. We'd like to buy it back.

Cisco (NASDAQ:CSCO): "I have no reason to doubt business is strong. I think the stock could go to $21."

SPDR Gold Trust ETF (NYSEARCA:GLD): "We like the GLD."

Bearish Call:

Stillwater Mining (NYSE:SWC): "We don't care for it."


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