Jim Cramer's Mad Money "Good Morning Vietnam"

01/05/06

The lead segment for today's show was "Good morning, Vietnam". 

Jim's pick is a Vietnamese bank today, the Australian & New Zealand Banking Group Limited (ANZ).

An undervalued Biotech stock

This isn't about good drugs, just a ridiculously cheap stock. Progenics Pharm (PGNX) is a ridiculously cheap drug with an interesting drug. MNTX is a drug which treats the side effects of painkillers like morphine. There is a good chance the MNTX could be a widely prescribed drug.

After a deal with Wyeth, this company is awash in cash. PGNX also has some good cancer drugs. This is a cheap biotech stock. Jim says you would be foolish not to take a look at this stock.

Jim versus Greenberg

TakeTwo Interactive Software (TTW0) a good buy? Jim versus Greenberg. Jim says buy, Greenberg says no way.

Am Italian Pasta Co. (PLB)? Greenberg says watch out for Barilla and this stock is not a good bet. Jim roughly agrees and sells sell.

Johnson Controls (JCI) Both say sell.

Samurai Stocks

Kyocera Corp (KYO) will go up as interest in Japan picks up. This is the right time in the Japanese expansion to own this company, plus their solar aspect is a hidden value. This is a good cyclical stock to own right now, as KYO is in the second year of its cycle of economic expansion. This is a buy. Jim still thinks; however, that solar power is still the key to this stock. Currently they have $900 million in solar sales.

Mad Money Lightning Round Picks

Bulls

BZH
UNH
TRAD
BMD
CSC
ADBE
CRM
PCAR
FLDR
WFM

Bears

UPS
DNDN
OSUR
SONS
ISRG
DIS
ARD
FLIR
RAD
F
ABS