Cramer's Lightning Round - Celgene Is A Monster (11/3/14)

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Includes: ARMK, CELG, CSCO, EGHT, FEIC, KMI, LNGG, OHI, SYY, VTR
by: Miriam Metzinger

Summary

It may be wise to trim a position on Celgene, but it is headed higher.

Cramer is no longer bullish on Sysco.

The only MLP Cramer is recommending now is Kinder Morgan.

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Monday November 3.

Bullish Calls:

  • Celgene (NASDAQ:CELG): "If you bought it at $68, sell some and let the rest run. It is a monster!"
  • Omega Healthcare (NYSE:OHI), Ventas (NYSE:VTR): "I think Omega is good, but I like Ventas more. It has more growth and better game."
  • FEI Company (NASDAQ:FEIC): "This is a very speculative company. Not my cup of tea, but if you want to do a little spec, I will condone it."
  • Aramark (NYSE:ARMK): "I'm surprised this didn't pop. I really like it. It is a good company."
  • Kinder Morgan (NYSE:KMI): Cramer prefers KMI to Linn.
  • Cisco (NASDAQ:CSCO): Cramer prefers Cisco to 8x8.

Bearish Calls:

  • Sysco (NYSE:SYY): "I'm losing heart in SYY. It is not coming together. the 3% yield doesn't matter that much. I'm not crazy about it. That is a new position for me."
  • Linn Energy (LINE): "You need to go for maximum safety in these MLPs and the safety is Kinder Morgan. This has commodity risk, and I don't want that."
  • 8x8 (NASDAQ:EGHT): "Every time I hear internet protocol, I say just go to Cisco. This is too risky."

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