Jim Cramer was out with bullish comments on Salesforce.com (CRM) on Tuesday’s “Stop Trading!” show. “The software firm could have one of the strongest quarters in the sector,” he said. Cramer explained the stock isn’t cheap but Salesforce.com’s CEO Marc Benioff continues to unlock value and grow the company. Moving on, Cramer once again told investors to avoid bank stocks, especially if the Fed tips off the market on Wednesday that it’s done hiking interest rates. He said he doesn’t think we will see a rate cut because Ben Bernanke and Hank Paulson continue to say that U.S.-based financials have fundamentally strong balance sheets. Chat and share ideas with the best small cap traders LIVE each day free at Stocknetworkonline.com

Cramer picked French seismic surveyor Compagnie Generale de Geophysique-Veritas (CGV) for his first selection in the new stock series “clean off-shore drillers.” The company takes 3D seismic maps and compares them over time to give customers a more complete and accurate picture of a promising oil field, offshore and on. The company also has 4D technology that ups safety and production capacity and is less price sensitive. Cramer explained that CGV controls 60% of the market share for seismic equipment and the company is forecasting strong growth in Brazil and the Gulf of Mexico. He also mentioned that if Congress was to life the ban on offshore drilling it would be a huge benefit to CGV. Cramer advised investors to buy the stock for its growth and cheap valuation. Join the fastest growing community of small cap investors at Stockhideout.com

Jim Cramer added a new CEO to his “Wall of Shame” Monday. He selected James Keyes, chairman and CEO of Blockbuster (BBI) for his plans to buy electronics retailer Circuit City (CC). Since the company made the announcement to buy the struggling retailer the stock has fallen 24%. “He totally wrecked the stock,” he said. Cramer feels the idea of buying Circuit City is a ludicrous one. He explained that the company is doing poorly and would have went out of business if left alone. “These are two different companies in two different businesses,” he said. “There aren’t any cost savings here.” Cramer mentioned that Keyes could still come off the Wall of Shame if he backs out of the acquisition when Circuit City holds its shareholders’ meeting on Tuesday. Cramer advised investors to avoid the stock at all costs unless the deal is called off. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

Rajul writes, “My question is regarding the upcoming CSX (CSX) shareholder’s meeting. If the hedge funds that are trying to oust Michael Ward get their way, what impact will that have on the stock? Or do you think a resolution one way or the other will bring stability and therefore improved share prices?” Cramer said if the hedge funds win the stock will pop, but could be cut by a third in the long term. Brad writes, “’m wondering about Tidewater (TDW). It’s come back a bit recently, but you’d think it would outperform the oil drilling companies, which they service. I don’t think the costs of oil would be a factor because they should be able to pass these costs on to their customers. What do you think?” Cramer said a rising tide lifts all boats. Chat and share ideas with the best small cap traders LIVE each day free at Stocknetworkonline.com

Lightning Round
Bullish
Eaton (ETN), Emerson Electric (EMR), Honeywell (HON), Precision Castparts (PCP), Frontline (FRO), Nordic American Tanker Shipping (NAT), Sociedad Quimica (SQM), Flir Systems (FLIR) and Titan Machinery (TITN).
Bearish
Orion Energy Systems (OESX), Paragon Shipping (PRGN), Buffalo Wild Wings (BWLD), Fiserv (FISV) and National Coal (NCOC).
Sudden Death
Cramer was bearish on BCE (BCE) and Activision (ATVI).
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Word On The Street
WORD VIDEO HERE
Energy Trade
Saudi Arabia announced over the weekend that it plans to pump more oil. Adami said investors should look at Halliburton (HAL) and Schlumberger (SLB) for ways to play oil. Finerman mentioned she is seeing a lot of insider buying in refiners. Najarian said play insider buying with natural gas plays like SandRidge (SD) and Chesapeake (CHK). He also made bullish comments on BJ Services (BJS).
Options Activity
Najarian highlighted unusual options activtiy in L-3 Communications (LLL). He mentioned that call buying volume is big and the stock should head higher.
Fed Decision Trade
The traders talked with Tony Crescenzi, chief bond market strategist of Miller Tabak & Company about how to trade ahead of the Fed rate decision set for Wednesday. Crescenzi said the Fed’s work is done. He feels all that matters for the economy going forward is oil, and he hopes it doesn’t trade to $200. He said Paulson should support the dollar and the policy makers need to do more. Crescenzi mentioned that it’s becoming a Republican ideology to destroy the dollar and under an Obama administration we could see something different. Macke said the Fed is in a box and they have cuts rates as much as they can. He doesn’t think it would be a smart move for the Fed to hike rates. Najarian said at some point down the line we could start hiking rates. Adami thinks a rate hike could happen in the fall and the bond market agrees. Finerman explained that the Fed needs to hope for some deflation in oil.
Smartphone Trade
Google (GOOG) is preparing to launch its Android mobile software platform. What is the trade? Najarian reminded viewers that he told them a smartphone was coming from Google. However, he expressed concern that Google has 30 companies working to develop the software. Najarian explained that Google needs to get one group together to develop the Gphone before it can compete with Apple’s (AAPL) iPhone and the BlackBerry. He told viewers that if they are looking for a smartphone trade buy Research In Motion (RIMM) ahead of earnings.
Gas Gimmicks
A number of companies are offering special offers that involve gasoline deals in an attempt to drive sales. Chrysler is offering customers to lock-in gas at $2.99 for up to 12,000 miles for three years if you or lease certain models. Toyota Motors (TM) is offering $50 gas cards for consumers who buy tires from its Toyota Tire Centers and Expedia is giving away $50 gas cards for every 3-night stay booked at certain hotels using a MasterCard (MA). Finally, Jack In The Box (JBX) is giving away 2 free tacos to customers who have a gas receipt. Donny Deutsch the host of CNBC’s “The Big Idea’ joined the traders to discuss these gimmicks. Deutsch said these offers will turn-off customers. He explained that these companies are getting away from their core competencies and they all should focus on doing what they know best. Najarian said the car firms should work on making cars more fuel efficient.
POPS&DROPS
POPS- CME Group (CME) traded up 2% after the exchange announced it plans to buyback stock and pay a special dividend. Najarian says he likes the stock. Halliburton (HAL) jumped 6% after the company said it will not buy Expro. Finerman said they blew the takeover with Expro. Cameco (CCJ) popped 5% after RBC Capital Markets reiterated its outperform rating in the company. Macke said he is bullish on the energy sector and he likes CCJ. Evergreen Solar (ESLR) traded up 4% after Lehman Brothers reiterated its equal weight rating on the stock. Najarian said solar is the real deal.
DROPS- Ford Motor Company fell 9% after the car market said it was cutting production and delaying the new F-150 pickup truck. Adami said if Kirk Kerkorian buys a stake in General Motors (GM), run. UAL (UAUA) plunged 15% due to high oil prices. Najarian said high oil prices are hurting the profits at airlines. Big Lots (BIG) dropped 3% after Bloomberg said the company has the highest percentage of insiders selling it short. Finerman said what do the insiders know that we don’t. Buffalo Wild Wings (BWLD) slipped 11% after Raymond James downgraded the stock to underperform. Macke said stay away. Circuit City (CC) plunged 21%. Adami said stay away. R.H. Donnelly (RHD) fell 6% after the publisher said the expiration for its senior notes expired. Finerman mentioned the company’s president retired. Motorola (MOT) lost 6% after Piper Jaffray cut the stock to sell from neutral. Macke said Ichan should get out. Pier 1 Imports (PIR) plunged 17% after Goldman Sachs criticized the company’s bid to buy Cost Plus. Adami said he doesn’t like the stock, but it could bounce tomorrow.
Trader Radar
Shares of Walgreens (WAG) were among the most actively traded stocks on the NYSE Monday.
Emerging Market Trade
Inflation is on the rise in emerging markets like China, India, Indonesia, Vietnam, Sri Lanka and Pakistan. Tim Seymour joined the traders to discuss his best trade ideas for emerging markets. Seymour said the remedy for inflation is to raise interest rates. He explained that central banks around the world will be forced to hike rates in the second half of the year, which will crimp growth. He recommended playing iShares MSCI Mexico Index (EWW) or iShares MSCI Brazil Index (EWZ) because their central banks are ahead of the curve. Seymour also likes Wisdomtree Trust Chinese Yuan ETF (CYB), WisdomTree Indian Rupee ETF (ICN) and WisdomTree Brazilian Real ETF (BZF) for a play on stronger currencies coming out of these countries. Najarian said be careful with the EWW because three stocks make up 50% of the ETF.
Final Trade – Stock Picks For The Million Dollar Portfolio Challenge
Macke said play Circuit City (CC) for a run-up ahead of its company meeting. Adami said go long Pier One (PIR) for a bounce. Finerman said gamble on Alliance One (AOI). Najarian recommended Washington Mutual (WM) for a trade. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

“Forget the United States when it comes to coal,” Jim Cramer told fans of CNBC’s “Stop Trading!” show Monday. Cramer said Peabody (BTU) is not done going up because coal prices are being set in emerging markets like China and India. Moving on, Cramer said buy Fluor (FLR) for a play on nuclear waste removal and storage. He also had bullish comments for Cleavland-Cliffs (CLF), calling the name a potential takeover target and an earnings story for strong demand for steel and iron ore. Finally, Cramer explained that SunTrust (STI) might be selling off some of its stake in Coca-Cola (KO). Chat and share ideas with the best small cap traders LIVE each day free at Stocknetworkonline.com

Cramer highlighted another new-tech name in Gardner Denver (GDI) on Friday’s “Mad Money” TV show. Gardner makes compressors, blowers, industrial vacuum pumps and fluid-transfer products that are used to extract oil in a more energy-efficient way. Cramer originally picked GDI on September 26 when the stock was trading at $36.60 – shares have risen 46% since his call. He explained the stock is trading cheap on a valuation basis at 13 times earnings and he thinks Wall Street estimates are 50 cents below what the company can earn. “I expect GDI to hit the mid-$60s — 14, 15 points higher maybe, by year end,” he said. This thin film photovoltaic (TFPV) SOLAR CELL manufacture may be the next FSLR! Read the free research report available today

Cramer was out with bullish comments on Oil Sands Quest (BQI) for “Speculation Friday.” Currently, the company has no revenues, but Cramer likes the name for a play on dirty oil sands. With oil trading at record levels it makes sense for the company to drill for bitumen, a hard to refine dirty oil. The company controls 500,000 acres of land in the Saskatchewan oil sands and is actively looking for partners to explore the region. Cramer also said BQI is a real-estate play and if the company received the value that Ivanhoe Energy (IVAN) paid for leases in Canada it would be wroth $3.4 billion in market value – sending the stock 156% higher. If BQI was to only get 50% of what Ivanhoe paid the stock could trade to $8.34. Cramer told investors that BQI is very speculative and investors should buy in small lots using limit orders. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

Cramer welcomed Jonah Shackman, chairman and CEO of Medicis Pharmaceutical (MRX) to the show to discuss his company’s prospects. Shackman explained that his company’s LipoSonix product uses ultrasound to break up fat in the body so it can extracted naturally. The product is non-invasive, takes 45 minutes and reduces the waistline by several inches. Shackman said the product has been approved in Europe and he thinks it will be approved in the U.S. by 2011. However, Wall Street isn’t so thrilled with the product and many analysts think it won’t pass the Food and Drug Administration (FDA). “It’s easier to be negative than positive right now. LipoSonix is already selling well in Europe and Asia, and the company sees a very clear path to FDA approval in the United States,” he said. Cramer wouldn’t say if he would buy or sell the stock. But he did say the Wall Street’s pessimism around the possibility of the product’s approval is small-minded. Cramer advised investors to do their own due diligence on the company before making a decision. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!