New-Tech Play - Enersys

Jim Cramer added a fresh idea to his new-tech portfolio on Wednesday's "Mad Money" TV show. He highlighted EnerSys (ENS), the largest industrial-battery maker in the world. EnerSys makes products for forklifts, mining and railroad equipment. The company also has a reserve-power division that serves markets for telecom and infrastructure companies. Cramer's favorite part about the company, is its proprietary "thin pure plate lead" (TPPL) technology that takes lead acid batters and makes them run longer with less maintenance. The company just won a contract with the U.S. Navy for its TPPL product line - the demand is soo strong that the EnerSys has a factory operating seven days a week and they still can't meet all the orders. The TPPL product line makes up 10% of sales and 60% of total sales come from abroad. Cramer said investors should use the weakness in ENS shares created by a Merriman downgrade Wednesday to buy the stock.

Housing Take

Cramer welcomed Connecticut Sen. Chris Dodd to the show to discuss the anti-foreclosure bill that is currently before congress. Dodd pointed out that the bill would help homeowners in trouble by allowing them to refinance at lower rates with loans back backed by the FHA. The new bill will also offer reforms to both Fannie Mae (FNM) and Freddie Mac (FRE). "There are between 9 million and 12 million homes where the debt exceeds the equity, and those numbers are growing," Dodd said. He explained that the problems in the mortgage market are now spilling over into commercial mortgages, municipal finance and student loans. Dodd pointed out that the only way we can fix this problem is by addressing the foreclose issue. He mentioned it was wrong for people to complain about others being rescued, or bailed out, because forecloses take down the value of the entire neighborhood. Dodd said he is more optimistic that the bill will not be vetoed. Finally, Cramer said if the bill passes it will be the beginning of the end in the decline of home values.

Jim Cramer's Am I Diversified

The first caller's portfolio had the following stocks: US Steel (X), GrafTech (GTI), Gran Tierra Energy (GTE), Trinity Industries (TRN) and Owens-Corning (OC). Cramer said this portfolio had too much steel exposure. He recommended selling GrafTech and buying a health-related stock. The second caller had positions in these stocks: Berkshire Hathaway (BRKB), ConocoPhillips (COP), Itron (ITRI), Dow Chemical (DOW) and Goldman Sachs (GS). Cramer said he loved this portfolio. The third caller had Yamana Gold (AUY), Goldman Sachs, Starbucks (SBUX), EMC (EMC) and Disney (DIS) as their top five stocks. Cramer said this portfolio also had a perfect combination of stocks.

Jim Cramer's Lightning Round & Sudden Death

Lightning Round
Bullish
CSX Corp (CSX), McMoRan Exploration (MMR) and Cleveland-Cliffs (CLF).

Bearish
USEC (USU), Sara Lee (SLE), Nordstrom (JWN), Crown Holdings (CCK) and Symantec (SYMC).
Sudden Death
Cramer was bullish on Frontline (FRO) and bearish on Ford Motor (F) and Teekay Tankers (TNK).

Fast Money Recap

Word On The Street
WORD VIDEO HERE
Oil Outrage With Dennis Gartman
On Wednesday, Michael Masters, a well known hedge fund manger turned 90s commodities king, testified before the Senate while crude oil was surging $4 to new all-time highs. Masters shocked Wall Street after he said speculators do have the power to drive up the price of commodities. He explained that that financial instruments that speculators use to get long commodities could cause a crisis in the future. Masters said his solution to this problem is to keep pension funds out of the commodities markets and make it harder for financial institutions to forgo limits on speculative positions. Dennis Gartman, author of The Gartman Letter, joined the show to discuss the issues with speculators in the commodities market. Gartman thinks Masters is on to something, but he feels that his solution goes against free market principles. Gartman thinks the way to solve the problem, is to make it harder for speculators to remove commodities from the market through storing them for their positions. Gartman pointed out that the government was smart by not adding to the Strategic Petroleum Reserve. He said the the government could pop the oil bubble by releasing 100 million barrels from the SPR, but he doesn't think there is a chance the President would do it.
Big Oil Take
Big oil executives testified before Congress to defend record profits in the face of surging oil prices. What is the trade? Finerman said she was embarrassed for big oil companies. She thinks companies like Exxon (XOM), ConocoPhillips (COP) and ChevronTexaco (CVX) could increase capital expenditures to get some of their profits off the balance sheets. She also thinks they will commit $15 billion or more towards exploration. Adami said get long the oil service stocks. He also pointed out Fluor (FLR) and Jacobs Engineering (JEC). Macke explained big oil companies don't actually benefit from the continued increase in oil prices. He said they would prefer to see oil at high prices for an extended period of time. Najarian recommenced the steel and coal sectors as the best trade.
Tech Trade
for the first time since 2002 tech has passed up financials as the largest sector in the S&P 500. What is the trade? The crew spoke with Joe Clark, Financial Enhancement Group Founder & CIO. Clark said he likes big cap tech and he recommended buying IBM (IBM), Microsoft (MSFT) and Hewlett-Packard (HPQ).
Sector Trade - Presidential Candidates
The traders talked about which sectors would be winners under a McCain or Obama administration. Finerman said Obama will be good for alternative energy but McCain will be good for coal and bad for alternative energy. Najarian agreed about Obama and said McCain would be good for financials and bad for alternative energy. Macke said McCain would be good for defense. Adami said defense spending will increase no matter who is in office. Bottom line, Obama is good for defense, technology and alternative energy, while sectors like healthcare, coal, financial and services could suffer - McCain would benefit healthcare, services, coal and financials, with sectors like defense and alternative energy suffering. The technology sector should benefit under either administration.
Trader Radar
Shares of Borders (BGP) were among the most actively traded stocks on the NYSE Wednesday.
POPS&DROPS
POPS- Time Warner Cable (TWC ) popped 4% afte the company announced plans to spin off its cable division. Adami said play at your own risk. Borders (BGP) traded up 9% after speculation swirled around Wall Street that Barnes & Noble might buy the company. Macke said sell the news. Medtronic (MDT) jumped 3% after Goldman Sachs said the stock should hit $57 within 6 months. Najarian mentioned the company issued strong earnings on Tuesday.
DROPS- AIG (AIG) fell 3% after the SEC issued a Wells notice against former CEO Hank Greenberg. Finerman said considering the poor action in the market that wasn't that bad. Boeing (BA) lost 5% after the company's CEO said record high oil prices will keep the airlines at bay from ordering new planes. Adami said buy the dip. Moody's (MCO) plunged 16%. Finerman said that blaming a computer glitch for mistaken triple-A ratings on securities is a problem for the company.
Final Trade
Macke picked the United States Oil Fund (USO) with a stop at $105. Adami picked AMR (AMR). Finerman recommended buying the Oil Service HLDRS (OIH) and hedging it with USO puts. Najarian said buy Disney (DIS).

Jim Cramer's Stop Trading

Buy Freeport-McMoRan (FCX), Jim Cramer said on CNBC's "Stop Trading!" segment Wednesday. Cramer currently owns FCX for his charitable trust. He likes the company for a play on increased copper demand from China and the housing boom that is happening right now in India. Cramer said investors should look to buy gold for a trade. He thinks the yellow metal is heading to $1000. He told investors to avoid Thornburg Mortgage (TMA). "Stocks don't get under a dollar because you want them there. I would be careful," he said. Moving on, Cramer pointed out that Dow Chemical (DOW) is moving a lot of its business overseas until the U.S. government does more to make America more business-friendly. Cramer likes shares of DOW on the news. Finally, Cramer said he thinks American International Group (AIG) should be investigate by the Securities and Exchange Commission for statements the company made in 2007.

New-Tech Stocks For The Long-Term

"When stocks are down big, stick with the long-term themes that work," Jim Cramer told fans of his "Mad Money" TV show Tuesday. Cramer advised investors to stick with long-term themes he has been mentioning like agriculture, oil and gas, infrastructure, minerals and aerospace. Cramer also said investors should buy his new-tech stock names like Eaton (ETN), Parker Hannifin (PH), Emerson (EMR), and First Solar (FSLR). Cramer explained that these new-tech stocks are solving the worlds top 10 problems - energy, food, water, the environment, poverty, fighting terrorism, disease, education, democracy and population. He feels these stocks are exactly where investors should be putting their money when the market sells off. "These are the themes that let you sleep at night without nightmares," Cramer said.

New Technology Play Navistar

On Tuesday night's "Mad Money" TV show, Cramer called Navistar International (NAVZ) the market leader in fuel-efficient trucks, with Cummins (CMI) coming in second. Cramer pointed out that Navistar makes fuel-efficient school buses and trucks, plus controls 60% of that market. The company also makes hybrid diesel engines that save as much as 9% to 13% over regular engines. It also has a booming military division that produces mine-resistant vehicles. The company is projecting that this division could rake in $2 billion in sales. Cramer explained that Navistar is also a turnaround story. The stock was delisted from the NYSE three years ago for accounting issues, but Cramer thinks those problem are now a thing of the past. "Navistar is a classic new-tech stock with a great theme-driven catalyst, and it’s too cheap here," he said.

Herbalife CEO Interview

Cramer welcomed Michael Johnson, chairman and CEO of Herbalife (HLF), to the show to discuss the company's future. Johnson came to the defense of his company's products. He said Herbalife's products are safe and the company tests and retests its goods and refines its supply china to bring the best possible products to market. He said the claim by the Fraud Discovery Institute that the company has lead in its products is a non-issue - many products have safe amounts of lead. Johnson explained that Spain's ministry of health's concerns over hepatic toxicity go back years to old cases of customers possibly being allergic to ingredients in Herbalife products. When asked about taking the company private, Johnson said both he and Herbalife's board talk about options often, but are committed to do what's best for shareholders. Cramer commended Johnson for talking about his company's issue in the public light.

Jim Cramer's Mad Mail

Brian writes, "New York Stock Exchange (NYX) reported what seemed to be a good quarter and it has not really reacted. It seems to be dead in the water again. What will it take for this stock to finally get some positive recognition and rally? Also, what are the chances that you will be in Iron Man 2? Love the show. It’s the best thing on TV!" Cramer told the viewer he still likes NYX, but he would wait for a pullback to the low $60s before buying. Eileen writes, "I recently purchased an HD TV and had to spend over $400 to purchase a new HD satellite dish and receiver. Then I purchased a second HD TV and had to purchase another HD receiver for $300! How can I make money on this trend to upgrade to HD viewing?" Cramer recommended Corning (GLW) for a play on high-definition TV.

Jim Cramer's Lightning Round & Sudden Death

Lightning Round
Bullish
World Wrestling Entertainment (WWE), Waste Management (WMI), IDEXX Laboratories (IDXX), Marathon Oil (MRO), Coca-Cola (KO), PPL Corp (PPL) and Exelon (EXC).

Bearish
Tesoro (TSO) and Coca-Cola Enterprises (CCE).
Sudden Death
Cramer was bearish on Home Depot (HD) and Zoltek (ZOLT) and bullish on Energy Conversion Devices (ENER).

Fast Money Recap

Fast Messages
Marty from Nevada writes, "What are your thoughts on the run up in gold over the past week? How do I play it?" Adami said the best gold play is Freeport McMoRan (FCX). Greg from Maryland writes, "What do you guys think of the PC semi companies at these levels?" Macke said don't buy the sector has already had a big run and Wall Street just went positive in the group. Scott from California writes, "As shipping rates returned to November highs and the weak dollar has fueled commodity prices do you think the shipping stocks are a buy?" Najarian said he likes the sector, but he advised market players to follow the companies' pricing very closely. Matt from Minnesota writes, "I currently have my whole portfolio in various energy names. I'm making a killing but fear I may be holding too many energy stocks. Should I take profits?" Terranova said take profits. He is hearing too much talk about oil, which makes him think a correction is coming.
POPS&DROPS
POPS- Humana (HUM) popped 7% after the health insurer was added to Goldman Sach's Conviction Buy List. Guy Adami said avoid HUM. Medtronic (MDT) traded up 2%. Najarian said the company is preforming in across the board. U.S. Natural Gas (UNG) jumped 4%. Joe Terranova thinks natural gas is going higher. Pacific Ethanol (PEIX) popped 10%. Macke called ethanol a scam.
DROPS- DryShips (DRYS) dropped 5%. Najarian said buy DRYS on a pullback. J.C. Penney (JCP) dropped 4%. Macke said Wal-Mart (WMT) is the only good retailer. UAL (UAL) lost 7% after the company was ranked second-lowest on the American Customer Satisfaction Index. Terranova said that's bad news. Dell (DELL) dropped 3%. The CFO is leaving, Macke said. GM (GM) shed 5% after a KeyBanc analyst cut his earnings estimates for the auto giant. MF Global (MF) plunged 6% after the trading firm reported a 71 million loss and said it would sell a $300 million stake to J.C. Flowers to help pay off debt. Najarian said the company is just happy to get through the quarter. Saks (SKS) was off 7% off a profit miss.
Trader Radar
Shares of Symantec (SYMC) were among the most actively trades stocks on the Nasdaq Tuesday.
Final Trade
Adami picked Public Service Enterprise Group (PEG). Najarian said buy Excel Maritime (EXM). Joe Terranova said short Hess (HES). Macke suggested getting long the SPDR Trust (SPY) with a stop at $139.

Jim Cramer's Stop Trading

Take some profits in hot sectors, Jim Cramer said on CNBC's "Stop Trading!" segment Tuesday. Cramer did say he likes Honeywell (HON) if the stock comes in. He also mentioned he is bullish on the steel stocks in the aftermath of the earthquake in China. Cramer advised investors to buy into the secondary offering from Nucor (NUE). "Very rarely do I ever want to be in a secondary," he said. "Not this one. This one is a winner." Cramer continues to like the rail stocks here. He pointed out rail names like Union Pacific (UNP) and CSX (CSX), but he recommended investors take some profits in the names.

Cramer's Bullett-Proof Portfolio Revisited

Jim Cramer declared his "bullet-proof portfolio" a success on his "Mad Money" TV show Monday. Back in November of 2007, He picked five stocks that could withstand a weakening economy and sub-prime mortgage meltdown. Cramer's basket of bullet-proof stocks are up 8.8% since his call, while the S&P 500 is down 3.3%. His first pick was Altria (MO), a stock he holds in his charitable trust, is up 4.7% since November. Altria benefited from spinning off its Phillips Morris International (PM) division. Freeport-McMorRan (FCX), another stock he holds in his trust, is up 11% since his call. Cramer mentioned that FCX is a great play on the global shortage in copper. Next was Foster Wheeler (FWLT) has lagged in the group, up less than 3% from his call. Cramer said its still his favorite infrastructure stock and he would be a buyer. Transocean (RIG), the world's largest deepwater driller, is the big winner of the group, soaring 27% from his call. Cramer said the company has great earnings visibility, but he told investors to take profits. Finally, Cramer evaluated Medco Helath (MHS). MHS is up just 0.7%, since he recommended shares. He explained that MHS has more competition than he thought and the stock should be sold if it rallies.

New Technology Play -Thomas Betts

Cramer recommended shares of Thomas & Betts (TNB) as his next new technology company that is producing products the new economy demands. Cramer said the electrical company is another stealth wind power stock. Wind tower production makes up about 10% of the company's business, but the management team isn't doing much to promote it - which was Cramer's mission tonight. Cramer explained that TNB has turned itself around through smart acquisition and is now close to becoming a one-stop shop for all electrical needs. International sales now make up 40% of total sales, up from 30% last year. From a valuation perspective, Cramer said the stock is cheap and trades at just 10 times earnings.

Small Dry Bulk Stock Picks

"Some of the biggest names in dry-bulk shipping have doubled, or come close to it, since the sector’s mid-January bottom," Cramer said, "and there’s still money to be made here." Excel Maritime (EXM) and DryShips (DRYS) have soared 87% and 101% since Jan 17. Genco Shipping & Trading (GNK), Eagle Bulk Shipping (EGLE) and Diana Shipping (DSX) are all up an average of 91%. Cramer thinks these huge runs bode well for Paragon (PRGN) and Star Bulk Carriers (SBLK). Both stocks are up less than 50% and Cramer thinks these smaller shipper plays are ready to make a big run. He pointed out that both companies are adding ships to their fleets, which means more revenues. Cramer isn't backing off is favorite shipping stock Frontline (FRO), but he feels investors should look at these smaller shippers for shorter-term trades.

CEO Interview Nordic American Tanker

Cramer welcomed Herb Hansson, chairman and CEO of Nordic American Tanker (NAT) to the show to discuss the booming tanker market. Hansson said business is booming and day rates for tankers are rising. He mentioned that NAT is making $100,000 a day and this is the strongest he's seen the business in his time with the company. Hansson pointed out that many new ships are being delayed, due to construction issues and the phase-out of single-hull vessels for legal reasons. Finally, Hansson confirmed that Iran has been using tankers to store oil offshore, which is boosting business for NAT.

Jim Cramer's Lightning Round

Bullish
First Solar (FSLR), Weyerhaeuser (WY), Temple-Inland (TIN) and Dynegy (DYN).

Bearish
Kroger (KR), Imax Corp (IMAX), Sina Corp (SINA), Fluor (FLR), International Paper (IP), Emcore (EMKR) and Reliant Energy (RRI).

Fast Money Recap

Word On The Street
WATCH THE WORD VIDEO HERE
Tech Take
Wall Street is warming up to tech stocks with Merrill Lynch calling the tech sector its top sector and Goldman Sachs upgrading the chip sector saying it should outpreform the market into 2009. Is now the time to get into tech? Adami said the street is late to the party and the stocks have already run. He said take profits on Western Digital (WDC). Najarian said he likes EMC (EMC) because the stock has lagged. He mentioned Microsoft (MSFT) is undervalued at current prices.
Break Out Stocks
The traders talked about some stocks making breakouts with Quint Tatro founder of Tatro Capital. Tatro said he likes the trend in Corning (GLW). He recommended buying shares of GLW with a stop at $22. He also likes Terra Nitrogen (TNH) with a stop at $140. Lastly, he picked Coinstar (CSTR) with a stop at $28. Finerman said be careful with CSTR there's a proxy fight going on.
Video Game trade
The traders discussed if it's time to sell the video game stocks. Macke said sell the news on video game stocks. He feels its time to get out of the sector and Electronic Arts (ERTS) looks like a short. Najarian suggested buying puts on GameStop (GME) if an investor is considering buying the shares.
Summer Vacation Trade
The traders talked about the best stocks for playing the summer vacation trend. Macke said the best plays are Wal-Mart (WMT) and Costco (COST). Najarian said if the housing market is about to rebound the trade is Pool Corporation (POOL). Finerman picked Allergan for their skin products. Adami recommended Quicksilver (ZQK) for a an international play. He said buy the stock on dips.
Emerging Markets
Seymour pointed out that commodities are powering the iShares MSCI Emerging Markets Index (EEM to new highs. He said he would be a little cautious right now and consider buying puts for protection with volatility so low. Seymour mentioned he still likes emerging markets in Turkey, Russia, Taiwan and Brazil. As far as individual stocks, he likes Cemex (CX), Posco (PKX) and Gazprom (OGZPF). He also advised investors to watch Mobile Telesystems (MBT) which reports earnings on Tuesday and America Movil (AMX).
POPS&DROPS
POPS- Amazon.com (AMZN) traded up 8% after Goldman Sachs added the Amazon to its
Conviction Buy List. Finerman said at 50 times earnings she isn't sure thats a good call from Goldman. Golar (GLNG) popped 4% despite a fall in natural gas prices. Finerman said she doesn't know why the stock went up, but she is long. Dish Network (DISH) ripped 3% higher after the company launched a new product that allows customers to watch pay-cable programming from anywhere they have an Internet connection. Macke said the device is cool. Pacific Ethanol (PEIX) soared 61% after the company posted a smaller than expected loss. Pete Najarian said that is a pop and the name is heavily shorted.
DROPS- Campbell Soup (CPB) dropped 6% after the soup maker missed earnings. Macke said the company raised prices and lost market share and its going to be hard to get it back. BCE (BCE) fell 6%. Najarian said the company has a large acquisition on the table. He thinks the stock will keep falling if the deal doesn’t close. Manitowoc (MTW) dropped 4%. Guy Adami said the company is fighting over a takeover of a food service equipment maker. Perfect World (PWRD) fell 13%. Adami said the company warned because of the earthquake. Apple (AAPL) slipped 2% after SanDisk (SNDK) warned. Finerman said thats hardly a drop. Royal Bank of Scotland (RBS) dropped 5%. Macke said Warren Buffett said he’s not interested in the company’s insurance business. DeVry (DVY) lost 4%. Adami said the Justice Department is investigating the company for recruiting violations.
Trader Radar
Shares of Campbell Soup (CPB) were among the most actively traded stocks on the NYSE Monday.
Final Trade
Adami picked Boeing (BA). Najarian said buy DuPont (DD). Macke said short Electronics Arts (ERTS). Finerman recommended shorting the British pound with the CurrencyShares British Pound Trust (FXB).

Jim Cramer's Stop Trading

Buy Syngenta (SYT), Jim Cramer said on CNBC's "Stop Trading!" segment Monday. Cramer pointed out that Syngenta AG is a Swiss biotech company that seems to be liked in Europe. "I always felt that Europe had been very inhospitable to American biotechs," he said. Cramer mentioned that SYT is one of a few seed companies that hasn't hit a 52-week high. He said anytime you get a pullback in SYG investors should pull the trigger. That also goes for Bunge (BG) and Monsanto (MON). Moving on to the energy sector, Cramer said ABB Ltd. (ABB) is a great engineering company. He also said British-based oil company BP (BP) has a new management team that investors like and a safe 4% dividend yield. Lastly, Cramer said Deutsche Telekom (DT) should buy Sprint Nextel (S). "They need growth to get this thing energized," he said. "I don't know what the holdup is."

Jim Cramer's Game Plan For Next Week

Bulls and bears are fighting it out on Wall Street over the next move for the markets. Cramer said he isn't joining either camp, instead he plans to remain flexible and recommend sectors that will work no matter what the market does. Cramer pointed out that the PHLX Housing Sector Index refuses to trade lower, despite the fact that home builders are reporting horrible numbers. "When you get bad news and nothing happens, that's a bottom," he said. However, Cramer understands where the bears are coming from with their pessimistic view of the U.S. housing market. The weak dollar, 28-year lows in consumer confidence and housing prices that continue to fall are all good reason to remain bearish. Cramer advised investors to pay attention to the earnings reports next week for Lowe's (LOW) and Home Depot (HD). Good numbers could signal a real bottom for the housing sector. Cramer refused to make any predictions and instead told investors he is sticking with the themes that are working right now like: international infrastructure, oil, gas and alternatives like wind, agriculture, minerals and mining and defense. He's also bullish on "new technology" companies that are making real solutions for real problems. "From where I'm sitting the debate is mute," he said. "Bottom or no bottom, I'm sticking with what works."

Cramer Calls A Turn For The Packaging Sector

Cramer thinks the packaging industry, which has been struggling of late, is set to embark on a turnaround. He said tighter supplies should help raise prices and Packaging Corp of America (PKG), the sixth largest producer of cardboard and containerboard, should benefit. In early May, International Paper (IP) was the victim of a factory explosion that removed 2% of U.S. capacity. International Paper recently acquired Weyerhaesuer's (WY) containerboard business, removing even more supply. Cramer pointed out that PKG is a low-cost, high-margin producer because it doesn't use recycled cardboard, which costs more than virgin fiber. The company also uses less natural gas for its production, providing for even more cost benefits. PKG yields 5.1% and has a $110 million stock buyback plan that makes up 4% of the company's outstanding shares. Cramer predicted that shares could rise to $33 from its current price of $25 on any economic upswing.

Comscore Chairman Interview

Cramer welcomed Gian Fulgoni, chairman of Comscore (SCOR) to the show to discuss how his company completely blew the call on Google (GOOG). A few weeks ago, Cramer told investors to avoid Google because data that ComScore published showed the search giant's advertising clicks would be flat. Unfortunately for Cramer, Comscore had only included Google's U.S. data and not their international numbers. Fulgoni explained Comscore is still developing its software that will track overseas advertising trends. He also said that Google doesn't provide guidance and many analysts on Wall Street were desperate to find any information on Google. He feels that Wall Street overlooked the fact that Comscore's data was only for domestic ad trends. Fulgoni mentioned that online advertising is on fire. He said advertisers are figuring out they can get a better return on investment for their advertising dollars online. "Google wins out because advertisers cut costs by shifting to the Internet," Fulgoni said, where they also "can get more bang for the buck, in terms of a sales impact." He explained that in a recession more advertisers will move to the web, which is great news for Google.

Speculation Friday - MasTec

Cramer recommended alternative energy and wind power company MasTech (MTZ) for his speculation Friday stock pick. Cramer pointed out that MasTech is engaged mainly in building infrastructure for the telco and energy industries but it also has a growing wind power business. He called the company a service firm for the wind-power sector, like Halliburton (HAL) and Schlumberger (SLB) are service companies for the oil industry. During the company's last quarter, wind accounted for $45 million or 17% of sales and Cramer thinks sales make up a much larger slice of revenue in the second quarter and next year. The company has a $1.4 billion backlog and trades at only 10 times forward earnings. Cramer recommended buying shares of MTZ under $11.

Jim Cramer's Lightning Round

Bullish
Hanesbrands (HBI), Potash (POT), France Telecom (FTE), Capstone Turbine (CPST), Exxon Mobil (XOM) and Gafisa (GF)

Bearish
Diebold (DBD), Granite Construction (GVA) and Red Hat (RHT).

Fast Money Recap- From Chicago

Word On The Street
WORD ON THE STREET VIDEO
Playboy CEO Interview
Playboy (PLA) CEO Christie Hefner joined the traders to discuss her company's prospects. "The media industry is going through a vast transformation," says Hefner. "These changes have had an impact quarter to quarter. But we grew last quarter in profitability in spite of that. And I think we’re well positioned." Macke explained the stock trades at a discount because Wall Street doesn't think the family will ever sell the company. Hefner said shares of PLA are cheap at current prices.
Suze Orman
Personal finance guru Suze Orman joined the traders to discuss her take in investor. She said the average investor should use ETFs. Her favorite EFT is iShares S&P Global Market Sector Index (MXI). Orman also recommenced the commodities sector EFF SPDR S&P Metals and Mining (XME).
Options Plays
The traders talked about some unusual options activity in a few names. Najairan said the most active options on Friday were in SolarFun (SOLF). He said options action is heavy across the entire solar sector - keep an eye on First Solar (FSLR), Energy Conversion Devices (ENER) and Canadian Solar (CSIQ).
Great American AG Trade
The traders discussed the bull market in agriculture stocks. Najarian told investors to forget about the the straight ag plays like Deere (DE), Monsonto (MON) and Potash (POT). He thinks these stocks have had their run. However, he likes the shipping stocks. He advised investors to check out DryShips (DRYS) or Diana Shipping (DSX). Adami said DuPont (DD) is a great synthetic ag play. Adami said buy the dips in the ag names. He likes Burger King (BKC) for a food play. Adami prefers McDonald's (MCD) over BKC. Najarian said he likes both food stocks.
POPS&DROPS
POPS-Abbott Labs (ABT) popped 6%. Pete Najarian said he thinks ABT can continue higher, but the stock is risky. Starbucks (SBUX) traded up 7% after Nelson Peltz's Trian Partners said it bought 842,000 shares in the coffee chain. Macke said don't bother. Advance Auto Parts (AAP) popped 15% after the company reported a 8% rise in profits. Adami would rather own Borg Warner (BWA). Altria (MO) jumped 7%. Karen Finerman said the stock is popping because MO spun off its U.S. business. Genentech (DNA) traded up 2%. Najarian said he likes the company's cancer drugs. Motorola (MOT) added 3%. Adami said MOT is expensive and he would avoid the stock. OfficeMax (OMX) soared 8%. Najarian said he doesn't think OMX will go much higher.
DROPS- CBS (CBS) fell 4%. Macke said the CNet acquisition wasn't a great idea. Dillard's (DDS) was dropped 4% after Goldman slapped a sell rating on the stock. Finerman said she warned investors about DDS.
Final Trade
Najarian picked Pride International (PDE). Finerman selected Golar (GLNG). Adami recommended Citigroup (C). Macke said buy Microsoft (MSFT).

Jim Cramer's Stop Trading

Buy Sterlite (SLT) Jim Cramer said on CNBC's "Stop Trading!" segment Friday. Cramer pointed out that the company's power business is coming online soon. Cramer also likes that SLT has exposure to zinc, copper and aluminum, all three which are in strong demand from China. Sterlite also controls one of the four largest aluminum company's in India. "Two thumbs up to Sterlite," Cramer said.

Cramer Hot For Chile

"Even with their economy cooling, Chile still has a hotter economy than we do," Jim Cramer told fans of his "Mad Money" TV show Thursday. Cramer pointed out that even with a slowing economy, Chile still grew its GDP by 3.5% in 2007. He explained that this Latin American gem will continue to boom as China grows because nearly one-third of the global copper production comes out of Chile. Cramer advised investors to buy shares of Banco Santander (SAN). He said SAN has one of the highest credit ratings of any South American company, and is the largest, best-run and most profitable of all the Chilean banks. He mentioned that money managers in the U.S. like to buy the stock when they want to have some exposure to Chile. Santander grew assets by a whopping 23% in 2007 and reported a 25% return on equity. "You won't find this growth in any U.S. bank," Cramer said. Shares of this red hot bank have outperformed U.S. peers since Cramer last recommended it on Oct. 11, 2007 - SAN registered returns of 20% from his call, while Washington Mutual (WM) fell 70% during the same period, Citigroup (C) plunged 44%, and Wachovia slipped 44%. Cramer also likes SAN because due to heavy government regulation, the top five banks in the country control 80% of the financial market. Lastly, Cramer loves the 4.5% dividend yield and shares trade at just 11 times earnings, with a 13% income growth rate.

Cramer Likes Chilean Utility Enersis

Cramer recommended shares of Chilean utility company Eneris (ENI) as a safe way to play the emerging market growth in Chile. He compared ENI to Brazil's CPFL Energia (CPL), which is another high-growth utility in Latin America. Cramer pointed out that ENI has a diversified revenue stream with sales split between its power generation and distribution businesses. The company is also an eco-friendly play with two-thirds of its power generation coming from hydro-electric sources. He said the company has future plans to invest up to $5 billion into new projects and for its infrastructure by 2021. The stock has a 2.1% dividend yield and trades at just 19 times earnings, which is a big discount when compared to the average valuation for global utility stocks. Cramer thinks the stock can reach the mid-$20s.

Jim Cramer's Sell Block

In the "Sell Block" segment, Cramer warned investors to stay away from IndyMac Bancorp (IMB) and Standard Pacific (SPF). He said low-dollar speculative stocks can wipe investors out overnight. Cramer pointed out that both stocks are horrible. He told investors to look at the charts and they will see these stocks were trading above $30 less than two years ago, and now are as low as $2 a share. "Stocks don't get down to these prices because they're doing well," he said. Cramer explained that IndyMac's bad loans are rising and the company keeps diluting shareholders by raising additional capital. The company is also heavily exposed to some of the worst areas in California, which makes up almost 50% of its holdings. Cramer said that Standard Pacific is in bad shape with new orders and sales down big. The company is also heavily exposed to California, the Southwest and the Southeast, which are all doing poorly. Cramer advised investors to stay away from these risky stocks. Don't be fooled by the low share price, that doesn't mean they're cheap.

Jim Cramer's Mad Mail

Grant writes, "My fiance and I noticed that you take your watch off at the beginning of every Lightning Round. Is this due to the excitement, madness and flailing arms? Do you realize you even do it? I'm sure it's a nice watch, maybe a bit heavy? By the way, thank you for Yamana Gold (AUY), I've been buying on the way down!" Cramer said Yamana Gold is his favorite gold stock and he owns it for his charitable trust. He said he takes the watch off because he doesn't want to break it.

Jim Cramer's Lightning Round & Final Notes

Lightning Round
Bullish
Merck (MRK), Schering-Plough (SGP), Temple-Inland (TIN) and Vaalco Energy (EGY).

Bearish
Whole Foods (WFMI), CONSOL Energy (CNX), Abiomed (ABMD), Chindex International (CHDX), PG&E (PCG), Focus Media (FMCN) and Central Garden & Pet (CENT).

Final Notes
Cramer said buy Transocean (RIG) and National Oilwell Varco (NOV) on the news that Petrobras (PBR) is calling for additional offshore oil rigs.

Fast Money Recap

Word On The Street
WORD ON THE STREET VIDEO
Donny Deutsch Trade - Big Business Exploits Small Brands
Donny Deutsch, the host of CNBC's "Big Idea" joined the traders to discuss some trends he is seeing with big businesses buying small brands. He said Coke (KO) is buying into vitamin water and he thinks the upside is huge. He warned investors that once the the brand starts to feel generic or loses its entrepreneurial spirit than get out. He advised investor to watch what Clorox (CLX) does with Burt's Bees. He thinks CLX could build the brand as big as it wants. Macke said he likes Molson Coors (TAP) because its beating competitor Anheuser-Busch (BUD) with shelf space for microbrews. Adami recommended Hansen (HANS) for a takeover target for Coke (KO) or Pepsi (BUD). Seymour also likes BUD for its exposure overseas. He also recommended Fomento Economico Mexicano (FMX) for a play on Coke building its brand in Latin America.
ASCO Trade
CNBC Pharmaceuticals reporter Mick Huckman joined the traders to discuss drug companies that could benefit from the American Society of Clinical Oncology conference. On Thursday at 9 pm the ASCO will be publishing nearly 5,000 studies all at once on its website for investors and interested parties to review. Huckman said the data could move stocks like Genentech (DNA), Celgene (CELG), Imclone (IMCL), Bristol (BMY), Glaxo (GSK) and Eli Lilly (LLY) to name a few. Najarian said keep an eye on Celgene, Medarex (MEDX) and Genentech.
Consumer Trend Trade
The traders spoke with Zachary Karabell of River Twice Research. Karabell said investors should pay attention to 3 trends he's seeing among American consumers, recession or not. The first trend he said is with Americans buying flat planet TV's. He thinks the economic stimulus checks could accelerate spending on the high-priced entertainment ticket. He recommends Corning (GLW), which makes the glass used in flat screen TV's. The second trend is Americans vacationing domestically. The falling dollar has made it too expensive for Americans to travel abroad. He picked Disney (DIS) for this trend as a play on the theme parks. The final trend he's noticing is Americans are buying sportswear ahead of the Beijing Olympics. He said Nike (NKE) is the play. Karabell told CNBC producers off-camera about the final trend.
Internet Future Trades
The traders talked about which stocks will be big winners in the future of the Internet. Macke said the best play will be Intel (INTC) because the company is a survivor. Seymour said the play is with Chinese Internet leaders who will benefit from the Far East online build-out. He picked Baidu.com (BIDU), Sohu.com (SOHU) and SINA Corporation (SINA). Najarian said he likes Cisco Systems for infrastructure build-out. For a speculative bet on holograph technology he picked Imax (IMAX).
POPS&DROPS
POPS- EMC (EMC) popped 9% after rumors swirled around Wall Street that the company might sell its stake in VMWare (VMW). Adami said he likes EMC. Hewlett-Packard (HPQ) traded up 2%. Najarian said he likes the EDS buyout. Nvidia (NVDA) jumped 8% after Friedman, Billings Ramsey made bullish comments about the PC sector. Macke said he likes NVDA for a play on PC sales. Sotheby's (BID) popped 8%. Adami said Sotheby's has had its move. Peabody Energy (BTU) traded up 8% on no news. Najarian explained that BTU was upgraded today. The Knot (KNOT) popped 7%. Macke said sell this stock. Posco (PKX) advanced 7% as investors bid up shares for a play on the earthquake in China. Adami said PKX should benefit from the disaster in the Far East.
DROPS- Ctrip.com (CTRP) fell 9% after the company lowered its sales forecast in the wake of the earthquake in China. Seymour said the bears are beating up this stock. China Digital TV (STV) slipped 11% after the digital TV chip maker reported disappointing earnings. Seymour said the stock is down 80% since its IPO.
Trader Radar
Shares of BHP Billiton (BHP) were among the most actively traded names on the NYSE Thursday.
Viewer Questions
Matt from Virginia writes, "Guy Adami, often recommends Freeport-McMoRan (FCX) as a copper play but it’s also the world’s largest producer of molybdenum. Since 75% of the world’s “moly” demand comes from steel companies, so do you see FCX as a "sneaky" play on steel production?" Adami said he likes FCX as a steel and copper play. Chuck from Louisiana writes, "Do you think Uncle Sam’s tax rebates that have already started hitting will help beaten up casino stocks?" Macke said no.
Final Trade
Adami picked Citigroup (C). Seymour said buy NII Holdings (NIHD) for a play on consolidation in the wireless sector. Najarian recommended Sasol (SSL). Macke told viewers that Fast Money is broadcasting live from Chicago on Friday. He explained that when Fast Money has traveled in the past the Dow plunged. He said short the Dow with Short Dow30 ProShares (DOG).

Jim Cramer's Stop Trading

Buy SPX (SPW) Jim Cramer told viewers on CNBC’s “Stop Trading!” segment Thursday. He called SPW a new tech name because the company is making energy-efficient products. Cadbury (CBY) reported a bullish forecast today. Cramer said this news bodes well for Heinz (HNZ), PepsiCo (PEP) and Coca-Cola (KO). Cramer moved on to the wind stocks. He explained that Warren Buffett and T. Boone Pickens are both buying windmills. He said Trinity Industries (TRN) should be on fire and railroads like Union-Pacific (UNP) will also benefit from the wind business. He also made bullish comments on wind plays Owens Corning (OC) and Woodward Governor (WGOV). “I don’t think people have yet grasped the significance of this cheap form of power,” Cramer said. “The wind issue is bigger than solar.” Cramer mentioned the action in shares of KB Home (KBH) and J.C. Penny (JCP) could be forecasting a bottom in these stocks. Finally, Cramer told investors that the dollar isn’t tied to oil and commodities as much as many on Wall Street want people to believe. He said commodity prices are being driven by supply and demand not so much by the falling dollar.