Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday January 31.
Amerigas (NYSE:APU), Sysco (NYSE:SYY), Clorox (NYSE:CLX), Gilead (NASDAQ:GILD), Hain Celestial (NASDAQ:HAIN), Yelp (NYSE:YELP), Twitter (NYSE:TWTR), Merck (NYSE:MRK), Disney (NYSE:DIS), Perrigo (NASDAQ:PRGO), LinkedIn (LNKD). Other stocks mentioned: Rayonier (NYSE:RYN), NXP Semiconductor (NASDAQ:NXPI), Pier One Imports (NYSE:PIR)
Cramer discussed earnings reports to watch in the week ahead, and he cautioned that the jobs number on Friday may be a decisive factor in the movement of stocks.
Amerigas (APU) is one of the nation's largest propane suppliers with a 7.8% yield. Currently, propane is in short supply, so it may be a stock to watch.
Sysco (SYY) is acquiring its largest competitor, and this should create upside for the company.
Clorox (CLX) is a consistent high-yielder and may give a good report.
Gilead (GILD) may be a buy ahead of earnings on its hepatitis franchise.
Hain Celestial (HAIN): It could be worth buying ahead of the quarterly report.
Disney (DIS): Cramer is a bull on Disney.
Merck (MRK) is a go-to name in pharma and is doing a major restructuring.
Perrigo (PRGO) is a play on the trend towards frugality.
LinkedIn (LNKD) is heavily shorted, but Cramer thinks it will deliver a good number.
Cramer took some calls:
Rayonier (RYN) has been undervalued for ages; "They are mad as hell and can't take it anymore." Cramer thinks RYN represents great value.
NXP Semiconductors (NXPI) has run incredibly. Cramer would sanction buying it only if it experiences a big decline, and wouldn't risk buying ahead of its quarter.
Pier One Imports (PIR) is a stock Cramer is bullish on for the long-term.
Rocket Fuel (FUEL) pre-announced better-than-expected numbers and has been volatile ever since. The stock rallied 93% the first day of its IPO. When asked about its much larger competitor in the internet advertising space, Google (GOOG), CEO George John said he sees Google as a "casino" but thinks his company is more steady. The company is expanding its mobile and social offerings, which make up 32% of its ad revenues.
CEO Interview: Nick Akins, American Electric Power (NYSE:AEP)
American Electric Power (AEP) has a strong dividend with 95% of its revenues from regulated utilities; this creates earnings visibility. The company reported a 3 cent earnings beat with a 6% increase in revenues. It is trading at a discount to other utilities. CEO Nick Aikns says residential is strong, while commercial is flat; however, he expects to see a rebound in the commercial business.
Raptor Pharmaceuticals (RPTP) is a small biotech that creates new and improved versions of existing medications. It surged in the triple digits for 2013 and has risen 20% so far in 2014. Cramer thinks it has run too much and would wait for a pullback to buy.
Ambarella (AMBA) saw an incredible move last year and hasn't pulled back quite enough to consider buying, although Cramer likes the company.
Royal Bank of Canada (RY) and Bank of Nova Scotia (NYSE:BNS) are not buys right now because the Canadian dollar didn't bounce as much as Cramer expected. Cramer would be wary of BNS because of its exposure to emerging markets.
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