Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

MO

17.12

Altria (MO)

Jim:   It kills me that I sold it (for his trust)… I feel that Altria is Phillip Morris… here is the problem with Altria, why I decided to sell it… I decided to sell it because I could not take the headline risk anymore… I was able to deal with it under the Republicans, I knew there would be no problem… under the Democrats, it seemed like their would be no problem… but when I go to my newsstand and I talk to my friend Sid, all he tells me is that when it got to $8.50, the customers finally quit… I think that that is going to catch up with Altria… but the dividend is fine… I think that it is just not going to go anywhere… it is kind of like owning a bond with a little more risk.

BCS

18.31

Barclays plc (BCS)

Jim:   Well, they did that big deal and the stock held up well… now I like the European preferreds more than I like the common… and I also believe that there is going to be a decided move to favor American brokers over foreign brokers during this period of what seems like a self protection kind of thing… I pose back to you, why not be in JPMorgan (JPM*)… just did a secondary, nobody liked it… they overpriced it, they should have priced it at $34... Jamie Diamond screwed up… but I like that stock more than I like Barclays.

JPM*

34.50

JPMorgan (JPM*)

See BCS comments above for:
JPM*

*Note:  J.P. Morgan is a key holding in Jim Cramer's Charitable Trust Portfolio, which you can see here>.

NWL

11.74

Newell Rubbermaid Inc. (NWL)

Jim:   You know I struggle with Rubbermaid because it seems too cheap, because obviously it has got great brands… Rubbermaid for those who do not know it also has Calphelon, they did this Newell Rubbermaid… I remember when the Rubbermaid was a once great growth stock in the ’80’s, and they made a serious acquisition, it was really good and they combined with Newell… and that was really the end of the upside… I have to tell you that I think that management is finally getting it together… but I do prefer Tupperware Brands Corporation (TUP), to stick with that category, than Rubbermaid… I was tough on Rick Goings, maybe too tough, the CEO of Tupperware because he really delivered a good quarter… this was the first good Rubbermaid quarter, and they had just refinanced.. but I think there is limited upside unless they put themselves up for sale… and that is not enough reason for me to recommend a stock.

TUP

26.58

Tupperware Brands Corporation (TUP)

See NWL comments above for:
TUP

WSM

14.70

Williams-Sonoma Inc. (WSM)

Jim:   All retail is moving up, so that is a rising tide lifting all boats… I do not think that that company is all that well managed… I would prefer, in that field, a host of other retailers that I like… I have just been doing a lot of mall work, and there is a lot of them that is going up… now that said, if you want a play on housing, and getting housing better, and the internals of housing… you should go with the one that I have been buying which is Home Depot (HD*)… it has got a good yield, it is a great play on California turning, which you know I believe is happening… and I think that it also has much more upside.

HD*

24.50

Home Depot (HD*)

See WSM comments above for:
HD*

*Note:  Home Depot is a key holding in Jim Cramer's Charitable Trust Portfolio, which you can see here>.

See all of this week's Lightning Round picks
in one place at:
www.madmoneylightninground.com

[verbatim recap]

[ End of the Lightning Round segment ]