Recap of Jim Cramer's radio show on Monday October 30. Click on a stock ticker for more analysis:
Broad Horizons for Verizon (NYSE:VZ) - Not to long ago, many questioned Verizon's ability to survive amid "land-line losses, wireless competition, no hope against cable, plus big pension expenses," according to Cramer, but now the stock which trades at $37 and yields 4.5% has strong growth prospects and was sold on Monday on "pure profit taking." Cramer comments that there was too much competition among wireless stocks but now Verizon and Cingular have terrific sales and great profits.
Related: Eric Savitz discusses Verizon's decline following its earnings report.
Time Warner (NYSE:TWX) and Comcast (NASDAQ:CMCSA) - Time Warner's aggressive spin-off of its entire magazine division is "an indicator of the newfound focus on profitability," Cramer said. Although the company has made a substantial move from $16 to $19, Cramer believes it will climb higher, noting that it is behaving in a similar way to CMCSA which went from $27 to $32 and is also heading up. "Take advantage of any weakness in the stock ... as the best for Time Warner is about to come," he said.
Related: Even with the magazine spin-off, David Neubert does not think that TWX's moves are strong enough.
Wal-Mart (NYSE:WMT), JC Penney (NYSE:JCP), Kohl's (NYSE:KSS), Target (NYSE:TGT) and Sears (NASDAQ:SHLD) - Cramer notes that Wal-Mart was "predicting 2% to 4% sales gains a month ago for October, then took them down to 1.3% last week, and they ended up coming in at 0.5%."His suggestion is to "avoid Wal-Mart at all costs" and to look for better retail plays such as JCP, KSS, TGT and SHLD.
BE Aerospace (BEAV), Boeing (NYSE:BA) - Although BEAV reported a fantastic quarter, Cramer notes that people "freak out" every time this stock moves. Nevertheless, he doesn't think that BA or Airbus can stop this company and suggests holding it or waiting for the stock to go down a bit before buying.
Starbucks (NASDAQ:SBUX): Cramer says "you ain't seen nothin' yet" with Starbucks, and although it may seem expensive, SBUX is worth holding onto.
Texas Instruments (NYSE:TXN): People have given up hope in TXN, but not Cramer, who believes that it is a good, cheap growth stock.
Hain Celestial (NASDAQ:HAIN) and Whole Foods (WFMI): Cramer says that HAIN is the best way to play organic foods and prefers it to WFMI.
Kimberly-Clark (NYSE:KMB): Cramer is surprised that this stock loses out when compared to Procter& Gamble and Colgate. He likes its 3% yield and predicts it will go to $70.
Procter & Gamble (NYSE:PG): Cramer notes that this stock has been "up and away" and might go up or down a few more points. He warns shareholders not to be too greedy with the stock.
ValueClick (VCLK): Cramer told a listener to sell VCLK because it has a tendency to get "clocked" when it's up.
Amazon (NASDAQ:AMZN): Cramer calls this stock a "serial disappointment," and although it usually does well during the holiday season, he doesn't want to touch it.
More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.
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