Recap of Jim Cramer's radio show on Thursday September 14. Click on a stock ticker for more analysis:
Getting Sirius: XM Satellite Radio (XMSR) and Sirius (NASDAQ:SIRI) - Credit Suisse upgraded XMSR on Thursday reporting that the company will likely beat its estimates and that a merger with SIRI may happen. Cramer says that a merger would be a good thing for both companies who will enjoy "very little downside and a lot of upside" if they join forces and will no longer be "slaughtering each other" over the same customers.
Related: Erick Savitz reports on Sirius' upgrade and prospective merger.
Peabody (NYSE:BTU) Arch Coal (ACI) - Now that OPEC has decided that oil production is best at around $60 a barrel, Cramer wonders what would have happened to BTU and ACI if it had remained at $70 since there would have been pressure to develop alternative fuels. He warns investors that oil's fall in price make infrastructure, alternative energy and natural gas no-go areas.
Throw of the Dice: Wynn (NASDAQ:WYNN), Las Vegas Sands (NYSE:LVS), and International Game Technology (NYSE:IGT) - Macau in Western China is now becoming a gambling hotspot, and Galaxy Entertainment owns %19 percent of the business. This worries Cramer who would sell Wynn and take some of LVS which is up 100% year over year off the table. However, he likes IGT which is at its 52-week high and is connected with new casinos in the works.
Related: Catablast Media discusses IGT's competitive advantage in the gaming industry.
Cramer on Demand: Yum! Brands (NYSE:YUM) - Readers of TheStreet.com nominated Yum! as the stock they wanted Cramer to discuss this week, and it is one of Cramer's favorite companies. The owner of KFC and Pizza Hut is enjoying success worldwide and like Starbucks (NASDAQ:SBUX) its popularity in China is growing.
Level 3 Communications (NASDAQ:LVLT): This company just signed a deal to provide bandwidth to the popular site, YouTube, and at $4 "Level 3 is a company that is literally five times bigger than it is right now," Cramer said.
Wal-Mart (NYSE:WMT): Cramer has warmed up to WMT because it has made some positive changes; "I want to own it," he said. "It is going high."
Garmin (NASDAQ:GRMN): This stock which makes GPS products is a "great fourth quarter play," according to Cramer who says that it should have a successful holiday season.
USG (NYSE:USG): Cramer suggests holding off on this stock before buying because it has risen a bit since his recent recommendation.
Ford (NYSE:F): Cramer is unsure about Ford since so many people are buying it now and thinks it could go either way. For those who want to buy, he suggest picking up some now and more later.
More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.
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