Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

WCC

25.20

WESCO International Inc. (WCC)

Jim:   Just a kind of complete industrial, cyclical name. Uh, it looks like it's rolling over... let me see if I can get that dividend... A lot of people think the economy is slowing down again... you don't want to own a Wesco... and it doesn't have a dividend. That's why I'm going to send you to the one I've been buying for ActionAlertsPlus.com, my charitable trust, which is Emerson Electric (EMR*), which yields 4%, and I think gives you a lot of safety because of that yield. I'd swap out of Wesco... sell, sell, sell... and I'd get into EMR.

 

EMR*

33.07

Emerson Electric (EMR*)

See WCC comments above for:
EMR*

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

 

HLF

27.75

Herbalife Ltd. (HLF)

Jim:   This is a hard one. Remember, we had that Michael Johnson... we liked him very much. He runs the company. This a company that does that kind of marketing where one group tries to more people to more people to more people... That has fallen out of favor. There's been a lot of insider buying. I will reserve judgment until we speak to Michael... don't buy, don't buy. Let's do that, because he's been a standup guy on this show. He's had to deal with a lot of adverse criticism. He's handled it all well. I say we invite him back.

ZION

12.90

Zions Bancorp. (ZION)

Jim:   Until you gave me that bit of news that you have half of your 401(k) in Zion, I was going to say that's okay, if you have a diversified portfolio. I don't want it then. I want you to sell it so it's only representing one-fifth of your portfolio. Zion is not one of my favorites. Goldman Sachs put out a terrific piece about which ones are still good after it. I would say swap out of it... sell, sell, sell... and go into Huntington Bancshares Inc. (HBAN)... Huntington Bank's better. The group is rolling over. I saw KeyCorp (KEY) come down. I'm worried about Zion. I think you should lighten up... sell, sell, sell!

 

HBAN

4.10

Huntington Bancshares Inc. (HBAN)

See ZION comments above for:
HBAN

WWE

12.71

World Wrestling Entertainment (WWE)

Jim:   Very torn, very torn... The dividend keeps getting bigger. Why?... Because the stock is going down. I need to see a reversal of fortune here. I need to see some earnings momentum. Don't buy, don't buy... We do not have earnings momentum. It does have a big yield. I think the yield's safe but, you know what?... Just like I did Boston Properties Inc. (BXP), I thought they could cut the yield a little bit... They really sliced it. I am nervous about WWE. It doesn't have earnings momentum. I'm not going to urge you to buy it.

 

RST

25.63

Rosetta Resources, Inc. (RST)

Jim:   I think they do (have room for growth, expansion) but I've got to tell you something... I'm in "Steve Miller" mode there... I'm not a smoker, I'm not a toker, I'm not a midnight joker. I say... sell, sell, sell... take the money and run.

LOW

19.02

Lowe's (LOW)

Jim:   Hey listen sport, I've got to be very honest with you, I think that Lowe's has really fallen down on the job this quarter. I hate to say that, but LOW did have a good turn in California. Home Depot (HD*), Frank Blake... I own this my charitable trust, ActionAlertsPlus.com... he had great expense control. If they get any turn up in the economy, you are going to see that stock soar. In the meantime, you've got dividend protection at HD. You do not have it in Lowe's... I say, sell, sell, sell Lowe's and buy, buy, buy Home Depot.

 

HD*

23.65

Home Depot (HD*)

See LOW comments above for:
HD*

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

[verbatim recap]

[ End of the Lightning Round segment ]