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Thursday, July 13, 2006

Cramer's MAD MONEY Recap from July 12, 2006

Stock Tickers: AMD, INTC, CSCO, LU, NT, GM, F, DOW, GPS, VG, EOP, VNO, BA, VLO, APD, BW, DNA, CELG, LMT, GD, BHP, EZM, RIG

Cramer discussed stocks with pricing power as his entire focus of the show.

He listed some stocks to avoid that didn't have pricing power: Advanced Micro Devices (AMD), Intel (INTC), Cisco (CSCO), Lucent (LU), Nortel (NT), General Motors (GM), Ford (F), Dow (DOW), Gap (GPS), and Vonage (VG).

He had a large list of companies that did have pricing power. He noted 2 commercial real estate firms with pricing power: Equity Office Properties (EOP) and Voronado Realty (VNO). In aerospace, Cramer likes Boeing (BA) due to pricing power. In the refining industry he likes Valero (VLO). In chemicals he prefers Air Products (APD). In specialty manufacturing he prefers Brush Engineered Materials (BW). Genentech (DNA) and Celgene (CELG) are the two biotechs with the best pricing power in their drug areas. He also likes Lockheed Martin (LMT) and General Dynamics (GD) in the defense sector over their pricing powers. In oil rigs he thinks Transocean (RIG) has the best pricing power. In natural materials he thinks BHP Billiton (BHP) and EuroZinc Mining (EZM) are the two strongest pricing power companies.

In the "Lightning Round," Cramer was POSITIVE on Altria (MO), Continental Airlines (CAL), Estee Lauder (EL), GameStop (GME), Sears Holdings (SHLD), Yamana (AUY), Sony (SNE), Smith & Wesson (SWB), World Wrestling (WWE), Legg Mason (LM); and NEGATIVE on Avon (AVP), Janus Capital (JNS), Newmont Mining (NEM), & Martha Stewart (MSO).
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