Cramer's Lightning Round - Yahoo Set the Bar Too High (8/10/09)

by: Miriam Metzinger

Stocks discussed on the lightning round session of Jim Cramer's Mad Money TV Program, Monday August 10.

Bullish Calls:

Navistar International (NYSE:NAV), Paccar (NASDAQ:PCAR): "I think the world of Navistar. I also like PCAR. I think the trucking cycle will come back, but it is a 2010 story not a 2009 story."

Yahoo (YHOO): "The problem is [CEO] Carol Bartz set the bar so high she can only disappoint. At a certain price it is good. I don't know about the earnings..don't buy. I was expecting more myself and was disappointed."

Coinstar (NASDAQ:CSTR): "They've got these kiosks everyone likes...they have a bit of a monopoly. I think the quarter is there. I like the stock."

Nucor (NYSE:NUE)

EMCOR Group (NYSE:EME): "If you frame it as a recovery play rebounding on its 2010 earnings, then I'll say OK."

VF Corp (NYSE:VFC): "I think this is higher quality than Hanes."

Oracle (NYSE:ORCL): "I'm looking and I'm liking.... good quarter. I would like to be a buyer right now"

Cypress Semiconductor (NASDAQ:CY): "It's had a monster move, but it is at the heart of the mobile internet tsunami...this is a moneymaker."

Cisco Systems (NASDAQ:CSCO)

Bearish Calls:

U.S. Steel (NYSE:X): "had a monster move...we like the CEO, but at these prices I'd rather be in Nucor"

HanesBrands (NYSE:HBI): "They are doing better than I thought; it is a little expensive. I don't think you should have to pay a premium multiple for it..."

Grand Tierra Energy (GTX): "No, I have so many high quality (natural gas) players...don't buy..."

Dell (DELL): "Has stalled here. Not a good quarter...I think you only have a couple of points left in Dell."

Thompson Creek (TC)


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