Russia Nyet! Cramer's Lightning Round (7/28/08)

Includes: DCI, MTL, POT, TCPTF
by: Joan Wickham

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Monday, July 28.

Bullish Calls:

Potash (NYSE:POT) -- “If you own fertilizer you must own Potash. I believe the ethanol mandate will eventually be repealed. Potash will continue to do well but not everyone will.”

PharMerica (NYSE:PMC“I like them better than Brookdale Senior Living (NYSE:BKD) or Sunrise Senior Living (SRZ). They provide drugs to nursing homes and assisted living facilities. This is a great way to play a slowing economy.”

Donaldson Company (NYSE:DCI) -- “They keep reporting great numbers quarter after quarter. The stock is good; the market is bad. Buy, Buy, Buy.”

Thompson Creek (TC) -- “This is a specialty metals play. Molybdenum is in short supply. You have to take a longer view, people have given up on them short term."

Bearish Calls:

Mechel Steel (NYSE:MTL) -- “Putin basically wrecked it. He took the market away. It made me regret even looking at Russia. I would not sell now. He has to reverse this.”

Time Warner (NYSE:TWX) -- “I think Verizon's (NYSE:VZ) FiOS is going to beat up Time Warner. I feel bad for the guy running it. I don't want to own Time Warner."


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