Cramer's Lightning Round - Alcoa's Earnings Will Be 'Just Okay' (11/11/11)

by: Miriam Metzinger

Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Friday November 11.

Bullish Calls:

Ameren (NYSE:AEE): "Just cancelled a very big coal deal, which I think is a good thing ...a safe, well-run company with a good yield. Stick with it."

T. Rowe Price (NASDAQ:TROW): "...chronically undervalued. I don't understand it ...TROW is a great asset manager. Buy, buy, buy."

Disney (NYSE:DIS): "That was a great call ...CEO Bob Iger totally delivered ...if the stock goes to $40, I want you to buy it."

Visa (NYSE:V): "Monster good quarter ...not even the U.S. government can stop it is almost at a 52 week high. I think it can break above $100."

Caterpillar (NYSE:CAT): " ...just broke out is a leader in both China and the rest of the emerging markets ...very good in Europe ...that stock goes to $100."

Deere (NYSE:DE): "I'd rather see you in Deere (than Terra Nitrogen) ...Deere is a very safe stock at these levels."

Accenture (NYSE:ACN): "I recommend Accenture here (for those who feel they have to have a consulting stock. Cramer says the sector is not so great)."

CSX Corporation (NYSE:CSX), Union Pacific (NYSE:UNP): "CSX is having a good time right now ...I prefer Union Pacific ...less coal."

Bearish Calls:

Alcoa (NYSE:AA): "I think the quarter is going to be just okay. I don't think they are going to be able to blow it out because the price of aluminum is too low. I don't think this is the breakout quarter year might be a better year."

Ford (NYSE:F): "Short-term, I don't see the prospects delivered on okay quarter, not great. They've got too much weakness in Europe. They have commodity costs going against them. It is an okay stock to own. I think next year will be a better year."

Terra Nitrogen (NYSE:TNH): "Way too risky. I know that yield is tempting, but I think Deere is a safer stock at this level ...TNH has had a very big run."

Public Storage (NYSE:PSA): " a great consistent growth stock ...not a great yielder is an up stock, but not enough yield for me."

Booz Allen Hamilton Holding Company (NYSE:BAH): "I like the stock ...we nailed a good quarter. The stock has really languished. Consulting is good but not great. I recommend Accenture."


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