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Lightning Round: Kirby, NetApp, Schlumberger and More
12 Jan 2012 EST - CNBC.com
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Kirby : Kirby isn't done going up because we need barges to get oil to the markets, Cramer said.

Nucor : The "Mad Money" host thinks Nucor is breaking out here. He suggests buying it.

Schlumberger : The company has come "radically" out of favor because of nat gas prices, Cramer said. However, he thinks former CEO Andrew Gould has set the company on a "path of long-term greatness." Cramer said stop watching the futures and short term because Gould is still chairman and will guide Schlumberger higher. He would buy.

Kodiak Oil & Gas : Cramer thinks KOG is good. A lot of the oils, including Continental Resources have come down and that's a mistake, he said. "When they come in, you have to buy."

NetApp : Heaving flooding in Thailand has disrupted the country's hard disk drive industry, which has brought down stocks like NetApp. Cramer would hold the stock and wait to see what happens when the flooding recedes.

DryShips : Cramer likes NordicAmerican Tankers instead. It has an 8 percent yield and he thinks it's going to be terrific in 2012.

CARBO Ceramics : Cramer is worried the company's technology will be replaced by other technologies. If other technologies start to creep in, then you will have to sell, he said. Therefore, he can't recommend the stock.

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