Jim Cramer: Andersons, Macquarie Bank, Applied Micro Circuits

The Andersons Inc. (ANDE), which builds grain elevators, may rise as the U.S. develops its ethanol industry, CNBC host Jim Cramer said on his ``Mad Money'' television program yesterday.

Cramer, a market commentator and former hedge-fund manager, said it's time for investors seeking to profit off ethanol to sell Archer-Daniels-Midland Co. (ADM), as the stock has risen since he recommended it.

The Andersons, he said, stands to profit from its railroad business and from building the biggest ethanol factory in the eastern U.S., as well as by building grain elevators for other companies' ethanol factories. The shares rose $1.33, or 1.9 percent, to $69.73 in trading after the official close of U.S. markets.

Macquarie Bank Ltd., Australia's biggest investment bank, will profit through its investments in American public works projects, including the Pennsylvania Turnpike and water utilities, Cramer said.

Macquarie also benefits from its close relations with Australia's national government, from the ongoing boom in Australia's economy and from its position as a major banker for Southeast Asia, Cramer said.

He said he still found Textron Inc. (TXT) and Manitowoc Co. attractive.

In the show's ``Lightning Round'' segment, Cramer said in response to a viewer question to buy shares of Cephalon Inc., as he suspected that its drug Sparlon would eventually be approved despite its rejection March 24 by U.S. regulators.

During that segment, he also recommended Vasco Data Security International Inc. (VDSI), MannKind Corp. (MNKD), DexCom Inc. (DXCM), Applied Micro Circuits Corp. (AMCC), JDS Uniphase Corp (JDSU), Mindspeed Technologies Inc. (MSPD), Finisar Corp. (FNSR), MRV Communications Inc. (MRVC), General Dynamics Corp. (GD), Commerce Bancorp, Inc., Neoware Inc., Citrix Systems Inc. (CTXS), Las Vegas Sands Corp. (LVS), Cisco Systems Inc. (CSCO), Tellabs Inc. (TLAB), Valero Energy Corp. (VLO), Intermagnetics General Corp., Acadia Pharmaceuticals Inc. (ACAD) and Texas Roadhouse Inc. (TXRH)

He told viewers to avoid Wynn Resorts Ltd. (WYNN), Allscripts Healthcare Solutions, Inc., Lucent Technologies Inc., Sirius Satellite Radio Inc. and Tim Hortons Inc. (THI)

He said Intel Corp. (INTC) stock would soon be a good buy ``but not yet.''

Cramer said his charitable trust owns shares of Yahoo Inc. and Cephalon Inc.

To contact the reporter on this story: Steven Bodzin in San Francisco at sbodzin@bloomberg.net.

To contact the editor responsible for this story: Dan Reichl at dreichl@bloomberg.net.

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