Cramer's Mad Money Recap 7/27/05 - Boeing Boeing

[Thierry Martin]

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Cramer's Mad Money Daily Recap 7/27/05 - Boeing Boeing

Boeing (BA) beat the estimates and raised guidance, so Cramer recommended companies that make the parts that Boeing needs: BE Aerospace (BEAV), Honeywell (HON), United Technologies (UTX), SAF, a Paris company, Rolls Royce, on the London Stock Exchange, Moog (MOGa), Ducommun (DCO); Woodward Governor (WGOVh), Parker Hannifin (PH), and Triumph Group (TGI).

BE Aerospace, Honeywell, and United Technologies are the "must-own" names in the group.

Companies like Verizon (VZ) and Sprint (FON) must add antennas to the cell-phone towers. Global Signal (GSL), Crown Castle (CCI), American Tower (AMT) and SpectraSite (SSI) are the names to look at.

Cramer named Global Signal as "best of breed."

Cramer spoke with Boyd Gaming (BYD) CFO Ellis Landau on the telephone and said that he believes "the stock is right for a buy here" with the stock down $4.

Lightning Round

Bullish - Schering-Plough (SGP), Grainger (GWW), Corning (GLW), Apple Computer (AAPL), Engineered Support Systems (EASI), Chicago Mercantile (CME), Wisconsin Energy (WEC), Iris International (IRIS), Leucadia National (LUK), Great Plains Energy (GXP), Biogen Idec (BIIB), Electronic Arts (ERTS), Seagate (STX), BEA Systems (BEAS), Urban Outfitters (URBN), Garmin (GRMN), Sirf Technology (SIRF), and Churchill Downs (CHDN).

Bearish - Anheuser-Busch (BUD), Skyworks Solutions (SWKS), Charles & Colvard (CTHR), Las Vegas Sands (LVS:NYSE - news - research), Miva (MIVA), Netlogic Microsystems (NETL), IBM (IBM), ID Biomedical (IDBE), Silicon Storage Technology (SSTI), Glenayre Technologies (GEMS), Solectron (SLR), and Spectrum Brands (SPC).