Cramer's Lightning Round - Bristol Myers May Become The Fastest-Growing Pharma (5/14/14)

by: Miriam Metzinger

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday May 14.

Bullish Calls:

  • Bristol-Myers Squibb (NYSE:BMY): "It is being re-rated as an anti-cancer company with high growth. I think it may become the fastest-growing large pharma company."
  • Trinity Industries (NYSE:TRN): "It is probably the best conference call of the whole year. Every time you read about more oil coming through rails, you think Trinity. Buy on any weakness."
  • Micron (NASDAQ:MU): "These stocks remain very big momentum stocks, and I think the next quarter will be fine, because supply is tight and demand is good."
  • Starbucks (NASDAQ:SBUX): "A lot of people feel it is going to be like Whole Foods. It is building a base at $70. I don't think it will go much lower. I would buy, buy, buy right here."
  • MannKind (NASDAQ:MNKD): "I think the drug will probably get the approval. I haven't been a fan before, because I thought if Pfizer could not get that thing to go, how could they? It is an 'up' stock. I don't have a feel for it, but I think the approval will come."
  • Baidu (NASDAQ:BIDU): It is the only Chinese stock Cramer is currently recommending.

Bearish Calls:

  • Consol Energy (NYSE:CNX): "It has good natural gas, and the wells are so cheap, that it can make up for the coal. I am not a fan of this company, though."
  • Roundy's Supermarket (NYSE:RNDY): "Your stock is wrong. I want you to sell it. That is what we call in the business a rip-up. It can't deliver."
  • China Mobile (NYSE:CHL): "I have walked away from it and gotten that wrong."
  • Keurig Green Mountain (NASDAQ:GMCR): "I don't think Coca-Cola is going to come in and buy another 6%. I am concerned about the quarter. You made all this money in GMCR, why do you have to stick around? Incrementally, it might go higher, but sometimes, you have to take the money and run."
  • International Game Technology (NYSE:IGT): "The problem is the secular trend away from casinos. I don't think IGT is a good stock, because the quarters have been missed."


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