Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Tuesday September 25.Click on a stock ticker for more analysis:
Top of the Barrell: CBRL Group (NASDAQ:CBRL)
Cramer recommended CBRL as a good stock for a downturn, although the casual dining space may seem risky. However, CBRL seems to be taking itself private through purchasing massive amounts of stock. In addition, the company has raised its dividend every year since 1970, and has improved its menu. With 541 restaurants in 41 states, Cramer remarks CBRL has room to grow.
Economic Refugees: Navistar (NAVZ), Textron (NYSE:TXT)
With domestic uncertainty, a good strategy is to look for stocks which make money overseas, and TXT, a producer of Cessna luxury jets, helicopters and military aircraft is growing globally. This year 40% of the company’s business was from international sources, and that number is expected to grow to a majority in a few short years. With Bush’s announcement of an additional $12.5 million to be spent on mine-resistant vehicles, Cramer would take a look at NAVZ, even though it is traded on pink sheets and has had some accounting problems. In spite of the risks, Cramer says the stock will soon be traded on the NYX once again, and he gave Navistar a 14 multiple next year.
CEO Interview: John Dioniso of Aecom (NYSE:ACM)
Up 50% since Cramer recommended it after the Minneapolis bridge collapse, ACM is “money in the bank,” and CEO John Dioniso says there are many projects in the pipeline as inspectors have found 500 bridges which badly need repair. Cramer would buy the stock on any decline.
Since Baidu has increased 116% since June and FMCN has risen 28% including 9% yesterday, Cramer urges investors not to be hogs and to “ring the register.”
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