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madrose1

12/12/05 11:02 AM

#25 RE: madrose1 #24

dec 9 Jim Cramer's "Mad Money"
Jim Cramer was positive on shares of Alon USA Energy (ALJ) Friday on his show. He believes the highway bill passed by Congress will help fuel construction, causing the asphalt market to be "en Fuego." Cramer believes shares of Alon could go to $26, where he would be a seller.

Responding to a question, Cramer said that Florida Rock (FRK) and Vulcan Materials (VMC) are just OK for a pure play on asphalt. Responding to another question on Cemex (CX), Cramer said there are rules limiting the amount of cement that can be imported into the US but he believes they will eventually be relaxed. Cramer was also bullish on shares of Williams (WMB) and sees the company as the way to play the rise in natural gas prices. Cramer said that Williams has permission to drill up to four times as many wells on one of its prime natural gas properties and one analyst sees that adding between $1.25-$2.50 to Williams share price. Cramer also noted that Dynegy (DYN) is starting to pull things together.

Cramer added Kubota (KUB) as the fifth stock in his "seven stock samurai." The four that are already in the "seven stock samurai" are Toyota Motor (TM), Honda Motor (HM), Mitsubishi UFJ Financial Group (MTU) and Kirin Brewery (KNBWY). Garmin's (GRMN) CFO Kevin Rauckman joined Cramer to talk about the company's product mix and outlook. Cramer believes that Garmin's Tomtom is the "single hottest gadget being sold for Christmas" and he believes that "Garmin is being kept down by short-sellers who disagree with me, and I think they're going to get their heads cut off."