Cramer's Lightning Round - 4 Hugely Valuable Growth Stocks (2/16/12)

by: Miriam Metzinger

Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Thursday February 16.

Bullish Calls:

Caribou Coffee (NASDAQ:CBOU), McDonald's (NYSE:MCD), Starbucks (NASDAQ:SBUX), Yum Brands (NYSE:YUM): "I like Caribou...I prefer Starbucks...Nike, Starbucks and McDonald's are all companies that are hugely valuable growth stocks...throw in Yum Brands while we are at it."

MarkWest Energy Partners (NYSE:MWE): "It could go further, because of growth and the fact it yields 5%. Don't get impatient. Hold on to MWE."

Nike (NYSE:NKE): "I've been liking that stock ever since they boosted the dividend. It isn't done. Nike goes higher."

Solar Capital (NASDAQ:SLRC): "It has a good yield of 10%...I don't expect it to explode to the upside, but it has a good yield, and that is what you expect when you buy a mezzanine financial."

Kodiak Oil & Gas (NYSE:KOG), EOG Resources (NYSE:EOG): "(about KOG) you know I like that...let's not forget EOG."

Bearish Calls:

HCA Holdings (NYSE:HCA): "...delivered a good quarter and is not getting credit because they levered up the balance sheet. I don't like companies that lever up the balance sheet. I'm a seller."

Hess (NYSE:HES): "I'm disappointed in Hess. I don't think they execute well enough...I would take advantage of this run in Hess to take some off the table."

Xerox (NYSE:XRX): "No, Xerox doesn't have it...I'd recommend a whole slew of tech stocks before I'd recommend that."

JDS Uniphase (JDSU): "Right now, I'm not into was a better than expected quarter, but there are others that are better to own. I am not going to own JDSU."


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