Cramer's Lightning Round - Cisco Is the One (3/8/10)

by: Miriam Metzinger

Stocks discussed on the lightning round session of Jim Cramer's Mad Money TV Program, Monday March 8.

Bullish Calls:

Cisco (NASDAQ:CSCO): "Cisco is my largest position… the stock is breaking out here… big announcement tomorrow… I reiterate, this stock could go to $35 before it is expensive… so I agree with you. Cisco is the one."

Ariba (NASDAQ:ARBA): "I think that Ariba is finally back… I was actually going to do a piece about Ariba this week, but now I have blown it… Ariba is a great stock and internet commerce is here to stay."

Visa (NYSE:V): "You know I think they can raise, I really do, I think that they can raise earnings… do I like to recommend a stock on a 52-week high? I have owned this for 30 points... I am not backing away… I still think that it is a bull."

Gafisa (NYSE:GFA): "The answer is mortgages... You know that bank of Gafisa was not even allowed to give mortgages not that long ago.. the mortgage market in Brazil is hot… and I have got to tell you, Gafisa is a great way to play it… and I reiterate the fact that I like that stock extremely, extremely strong recommendation right here."

Fuel Systems Solutions (NASDAQ:FSYS): "I said last week, that given the news which was not that bad, that it had bottomed at $25, $26… I am sticking by that… this stock has come down too much, it is ridiculous… it has got to get out of the penalty box… it should not be in the penalty box and I am springing it right now."

Citigroup (NYSE:C): "It is really starting to roll now… and I have to tell you, Vikram Pandit, my hat is off to him… he thanked the American people, and I say you are welcome."

Apple (NASDAQ:AAPL): "Apple remains the apple of my eye.. I want you to sell, sell, sell Motorola and continue to buy, buy, buy Apple."

Bearish Calls:

Hershey (NYSE:HSY): "No, Hershey has now had a remarkable run, unbelievable run… but the earnings are not there… I want to ring the register… I just do not think that there is enough earning power at the $42 level."

Allied Irish Bank (AIB): "Too hard, too hard my friend… I just think that when you are starting to get into that Irish bank situation… those companies still have more capital to raise…I do not want to be in that."

Motorola (MOT): "No, Motorola, I do not even know, this breakup… this breakup is not hard to do for them, because they are like in pieces anyway… I do not see anything to like in Motorola. I want you to sell, sell, sell Motorola here."


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