Stocks discussed on Cramer's Mad Money TV program, Friday April 7th. Click on a stock ticker for more analysis:
Cryptologic (NASDAQ:CRYP): Three Internet gaming companies -- PartyGaming Plc, Sportingbet Plc, and 888 Holdings Public Limited Company -- all use online gaming security software from Cryptologic (NASDAQ:CRYP). Company beat guidance in February, has beaten mid-point of its guidance in each of the last 10 quarters by an average of 20.85.
1-800-Flowers.com (FLWS): Profitable e-commerce comany, database of 20 million customers, smart acquisitions, seasonal play as weather improves. Cheap stock, trades at 20x 2007 earnings with 18.8% growth. Contrarian play, as "despised" by sell-side analysts. FLWS sells wine over the Internet, will benefit from new Supreme Court ruling allowing inter-state shipping of wine.
Amazon.com Inc. (AMZN): Sell the stock; doesn't make any money.Chattem Inc (CHTT): Sells consumer products including toothpaste, shampoo, and deodorant, and owns Icy Hot and Aspercreme brands. Company is planning new product releases and advertising campaign. Stock should benefit if institutional money rotates back into defensive sectors, and price could move because it's a small cap. Cramer himself owns Procter & Gamble (PG) for his trust. CHTT could buy some brands from Pfizer Inc. (PFE) that aren't purchased by Colgate-Palmolive Company (CL). $700 million market cap, $50 million in cash on the balance sheet, generates $50 million in cash flow. Should pay down large percentage of $180 million in debt, raising earnings and the stock's multiple.
Perficient Inc (PRFT): Interview with CEO John McDonald, who outlined the business. Perficient is an e-business consulting company targeting $500 million in revenue within 5 years, counts IBM (IBM) as a customer. Cramer's take: likes the sound of the company, but stock needs more work.
Callers' Questions:
Las Vegas Sands Corp. (LVS): Great way to play gaming in Macau. Each player in Macau worth 7x a player in Las Vegas.
Wynn Resorts, Ltd. (WYNN): Great way to play gaming in Macau. Each player in Macau worth 7x a player in Las Vegas.
MGM MIRAGE (NYSE: MGM) Great way to play gaming in Macau. Each player in Macau worth 7x a player in Las Vegas. MGM, down in the 40s, particuarly attractive of these three stocks.
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