Emcor: Not Just Copper - Cramer's Stop Trading! (5/5/08)

Includes: ACAS, EME, MVL
by: Miriam Metzinger

Recap of Jim Cramer’s comments on Stop Trading! Monday May 5. Click on a stock ticker for more analysis.

Emcor (NYSE:EME): Cramer thinks the CEO made a good case for the broad nature of its business, but Cramer still isn’t bullish, because the perception is EME is till a pure copper play. He says once EME gets away from copper pricing, it may be a buy.
American Capital Strategies (NASDAQ:ACAS): While Cramer is not currently a fan of “mezzanine lending” he notes the company has been a battleground between the shorts and the longs and says CEO Malon Wilkus is a “seasoned player.” He would not compare the company with CIT, which he says is much weaker.

China: On the news of a virus problem in China, Cramer says this is only a hiccup and is not a catalyst for a long-term down period as seen with the SARS outbreak; “I think that China remains the single greatest driver of everything that we trade in this world... everything.”

Marvel (MVL): The shorts fault this company for getting into the movie business. Cramer says MVL is “on fire.” He says the company is “far more sophisticated” and is better run than the bears think.

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