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Submitted by just another Cramerholic on Sat, 09/01/2007 - 20:13.
TheCramerReport.com is your best source for Mad Money recaps, information about Jim Cramer, and other investment news. Scroll down to see what one of the most successful investors in the world has to say about the market.
Submitted by just another Cramerholic on Fri, 05/16/2008 - 17:56.
Segment 1: Game Plan
Cramer said that both the bulls and bears have a good case for the next move the market makes, so he is agnostic right now. He said that the bulls have the closing of the Clear Channel (CCU) deal, housing stocks refusing to go down, stocks rising on low consumer confidence, and stabilizing home prices. The bears can make a good case as well. Because of this, his Game Plan for next week is to just stick with stocks in the international infrastructure, oil, gas, minerals and metals, defense, his "new tech" stocks, and energy alternatives sectors. He recommended Transocean (RIG), National Oilwell Varco (NOV), Apache (APA), Agrium (AGU), CVRD (RIO), Foster Wheeler (FWLT), General Dynamics (GD) and Trinity (TRN) because they don't depend on consumer confidence, oil prices, or the housing market.
Cramer took calls on the following stocks:
Kansas City Southern (KSU): Cramer said this railroad should be on his buy list along with CSX (CSX) and the other railroads he has been recommending.
Time Warner (TWX): Cramer said to buy if you like the long term fundamentals, but he doesn't. He also said that the company is too big to be moved by one big movie like "Sex in the City" which comes out next week.
Segment 2: Speculative Friday
Cramer's speculative stock for today is MasTec (MTZ), which is exposed to bull markets in infrastructure, wind, and natural gas. It also does work for the telecommunications companies, but Cramer is most interested in their work for utilities where they provide services for wind power installations. They also work for natural gas providers, which exposes them to two energy sources that Cramer really likes. Also, the stock is cheap at 10 times forward earnings, and he thinks it could jump at least $13.61 as investors realize that it is transitioning to a wind play, instead of a telecommunications play.
Cramer took calls on the following stocks:
Deere (DE): Cramer said that the stock fell because of higher raw costs and its forestry and construction businesses were weak, but he is bullish because the ag bull market is still going strong.
Segment 3: Lightning Round!
Diebold (DBD): Cramer said to take profits on the United Technologies (UTX) buyout offer that sent the stock higher.
Hanesbrands (HBI): Cramer thinks this is a good company, and could do even better when the economy turns around, so he is bullish.
Potash (POT): Cramer said that the stock will do well no matter what crop is in favor, because it helps farmers increase their yield per acre, which is very important when parts of the world are going hungry.
Granite Construction (GVA): Cramer said to sell this stock.
Red Hat (RHT): Cramer said that he has never got this stock right, so he won't make a call on it now.
France Telecom (FTE): Cramer likes it because of its international exposure and a 5% yield.
Capstone Turbine (CPST): Cramer said he likes it, and was thinking about doing a Speculative Friday segment about it.
ExxonMobil (XOM): Cramer said he likes ConocoPhillips (COP) and Occidental Petroleum (OXY) better, but he'd never tell anyone to sell XOM with oil at its current prices.
Gafisa (GFA): Cramer is still bullish because construction is very hot in Brazil.
Segment 4: Packaging Corp. of America (PKG) Analysis
Cramer thinks that the worst is over for the packaging market because there was an explosion at an International Paper Packaging Corp. of America (IP) plant, which reduced supply in the market for the next year at least, and increased prices for packaging products. They can make containerboard more cheaply than its competitors, which gives them higher margins, and they have good pricing power. Cramer also likes their safe 5% yield and a $110 million buyback underway. He is bullish because he is the first person to see that this business has turned around, and he wants to buy before everyone else figures it out.
Segment 5: Interview with comScore (SCOR) CEO Gian Fulgoni
Cramer wanted to do a further analysis of why he was wrong about Google's (GOOG) quarter a couple weeks ago, and asked what he was missing. Fulgoni said that they only show domestic clicks, and most of Google's growth was overseas and that comScore's numbers were accurate for the U.S., but people didn't take international clicks into account. He said that they are integrating international data into their numbers, but it's not finished yet. Cramer thanked the CEO for coming on the show, and said that he won't make the mistake of misinterpreting the numbers again.
Submitted by just another Cramerholic on Fri, 05/16/2008 - 06:24.
Segment 1: Investing in Chile
Cramer has two great Chilean stocks for us tonight, because the country has been growing at a rate of at least 3.5%, and he thinks that at least 20% of your portfolio should be invested overseas. Cramer's first recommendation is Banco Santander Chile (SAN), which is a financial that acutally makes money. Cramer likes it because it is used by investment banks and mutual funds who want to get exposure to Chile, it has a 4.7% yield, a growth rate over 10%, and a lack of competition because there are regulatory roadblocks to opening a new bank in the country.
Cramer took phone calls on the following stocks:
U.S. Bank (P): The caller asked about the preferred stock, and Cramer said to go with the J.P. Morgan (JPM) preferred or common stock instead, though he likes preferred stocks in general because of their yield.
Citibank (C): Cramer said that the stock jumped on an investment from a sovereign wealth fund because when this happened in 1990, the bottom was put in, and it also means that the bank won't go under.
Segment 2: Investing in Chile - Part II
Cramer's other recommendation in Chile was Enersis (ENI), a utility with a nice growth rate. Cramer likes it as much as CFPL Energia (CPL), the Brazilian utility that he recommended a couple months ago. Enersis generates most of its power using hydropower, and he thinks it is a great way to profit from the increasing size of the middle class because the first thing people do is electrify their homes as soon as they can afford it. The stock also has a 2.1% yield, and Cramer thinks it will go up to the mid $20's.
Cramer took phone calls on the following stocks:
CFPL Energia (CPL): Cramer is a long term bull on this stock, and wants to buy on the current pullback.
Mercado Libre (MELI): Cramer called this stock the eBay (EBAY) of Latin America, and said that the people who are worried about profits are wrong, because the key to this stock is revenue growth. He likes it under $53.
Segment 3: Lightning Round!
Merck (MRK): Cramer thinks it will be stuck around $40 for the short term, but he likes it. He also is bullish on Schering Plough (SGP).
Whole Foods (WFMI): Cramer said "Don't buy."
Consol Energy (CNX): Cramer said to take some profits because the stock is up so much, but he is still bullish.
Abiomed (ABMD): Cramer is bearish on this stock, and said that it is way too speculative.
Temple-Inland (TIN): Cramer recommended it at $11, and he is still bullish because he thinks it is going to $16.
Chindex International (CHDX): Cramer said to take profits in this one as well because of a 11% spike today.
PG&E (PGC): Cramer likes that they will probably make an order with First Solar (FSLR) soon, which is the only thing he likes about this stock.
Focus Media (FMCN): Cramer said this is tough because he was recommending it in the past, but he is no longer bullish on this stock.
Vaalco Energy (EGY): Cramer thinks this stock can jump to $10, so he is bullish.
Central Garden (CENT): Cramer said this part of retail isn't working, so he is bearish.
Segment 4: Sell Block
Cramer put (IMB) and Standard Pacific (SPF) in his Sell Block as cautionary tales about the allure of stocks that are less than $5. People think that low priced stocks can't go much lower, but the fact is that it can go to $0. Thornburg Mortgage (TMA) is an example of a low priced stock that lost 50% in one night, and went from $9 to $0.71 over the past year. He said that the stocks aren't this low because the market is putting them on sale, but because they have a problem. IMB doesn't have enough cash in reserve for their bad loans, and is diluting the holdings of current investors by issuing stock. Cramer thinks that SPF shouldn't even be in business any more, because they work in bad markets, and they hold a lot of speculative housing stock.
Segment 5: Mad Money Emails
Yamana Gold (AUY): Cramer said that the stock is exploding back up after dropping for a while, and that he is still bullish.
Submitted by just another Cramerholic on Wed, 05/14/2008 - 17:58.
Segment 1: Woodward Governor (WGOV) Analysis
Cramer thinks that this stock is perfect for today's investing environment, as well as representing the "new tech" movement towards industrial companies that solve real problems that Cramer is promoting. The company makes products that increase the efficiencies of all types of motors and turbines in aircraft. They have beat earnings estimates 6 straight quarters, and make components for Boeing's (BA) Dreamliner, which is scheduled to begin production next year. They also have a wind energy play. Cramer said that the stock is cheap with a 12% growth rate, and a P/E ratio of 14, and attributed the low P/E to the fact that the stock used to be more cyclical than it is now. He put a price target of $51 on the stock, and said it could go much higher than that.
Cramer took phone calls on the following stocks:
Allegheny Technologies (ATI): Cramer said there is a glut of the type of steel this company makes, so he doesn't want you to own it.
IPG Photonics (IPGP): Cramer hasn't seen much success in the laser sector, so he gave this stock a "Don't buy" and invited the CEO on the show to explain why it should be a buy.
Teledyne Technology (TDY): Cramer likes this stock, and said you might want to take a little profit since it's up so much.
Segment 2: Interview with Fortune Brands (FO) CEO Bruce Carbonari
Cramer said that the housing market has fallen apart since he originally recommended the stock in the summer of 2006, and he then re-recommended it 3 months ago since the stock was too low. It is up since then, but not because the housing market has improved. It missed earnings and lowered guidance, so Cramer had the CEO on to find out if the stock is still worth owning. Carbonari said that their housing companies are still doing well in the repair and remodel market, and that they are happy with their decision to sell some of their wine business since it hasn't been as profitable as their liquor brands. They are also investing to move their brands into new markets as the economy slows so they are in position to grow once things improve. Cramer also asked him if they are planning any moves to take advantage of the aging U.S. population, and he said that their golf businesses are doing well, and that they are expanding those products overseas as well. Cramer ended the interview by thanking the CEO for his honesty.
Segment 3: Lightning Round!
Yingli Green Energy (YGE): Cramer said he is sticking with First Solar (FSLR), and isn't interested in any other solar play.
Nextwave Wireless (WAVE): Cramer said this stock and Clearwire (CLWR) are poisonous.
Ram Energy Resources (RAME): Cramer said that he looked at this stock before, but it was too small to recommend. It just made it over the $250 million market cap minimum, so he can say that he likes it, though he added to be careful.
Bristol Myers Squibb (BMY): Cramer said he thinks the stock is worth $28 - $30 per share, and he likes the dividend as well.
EDS (EDS): Cramer said to sell the stock because there is no upside after they accepted HP's (HPQ) takeover offer.
Hershey (HSY): Cramer recommended H.J. Heinz (HNZ), General Mills (GIS), and Pepsi (PEP) instead.
Caterpillar (CAT): Cramer likes this stock on the current weakness, and called it a "screaming buy" at $81.
DuPont (DD): Cramer is bullish on this stock.
Goldman Sachs (GS): Cramer said the CEO has constantly made money, he is bullish on him and the company, and said it will go over $200.
Segment 4: Am I Diversified?
Segment 5: Mad Money Email
GTX (GTXI): Cramer said this stock stumped him in a Lightning Round, and he did some homework and is ready to give his opinion. He said this is a very speculative biotech play, but he wouldn't have a problem investing a little but of money in it. He warned that if it reported bad news, it will go down hard.
Conceptus (CPTS): This is another stock that stumped Cramer in the Lightning Round, and he said that to stay away from this one.
American Superconductor (ASCC): Cramer is still bearish on this stock, and recommended Tetra Tech (TTEK), Trinity (TRN), Owens Corning (OC), Woodward Governor (WGOV), and Otter Tail (OTTR).
(UBS): Cramer doesn't want you to sell this stock.
Garmin (GRMN): Cramer is still bearish on this stock.
Segment 6: Sudden Death!
Athena Health (ATHN): Cramer said the medical billing companies are not doing well now, and that he is bearish on this stock.
Spirit Aerosystems (SPR): Cramer said that he likes this stock, but he likes Alcoa (AA), Precision Cast Parts (PCP), and Honeywell (HON)
Diamond Offshore (DO): Cramer likes this stock.
Submitted by just another Cramerholic on Tue, 05/13/2008 - 18:34.
Segment 1: Interview with Toll Brothers (TOL) CEO Bob Toll
Cramer asked him if the housing market is as bad as it looks, and Toll said that he thinks a bottom might come in after the election in November. He also gave most markets a grade of an F, except for Naples, Florida, which is coming back. Cramer said that he thinks this means other markets will follow, since this was the first area to drop, but Toll wasn't as optimistic. Toll and Cramer are in agreement that a tax credit would help the market recover. Cramer ended the interview by asking if he should buy one of their homes in Williamsburg or Hoboken, and Toll said that he thinks they are great places to live, and Cramer said that he is now hearing "Don't buy" instead of "Sell, sell, sell!" from the housing market.
Segment 2: Interview with Owens-Illinois (OI) CEO Albert Stroucken
Cramer recommended this stock a few weeks ago, and it went up over $60 almost right away. It's now back around $55, where he originally made his bullish call, and Cramer said he is even more bullish now because they announced a great quarter between now and then. Cramer thinks that they increased energy costs are weighing the stock down, but he thinks they are able to pass them along. He asked Stroucken about the reuse of their products, and he said that it can be recycled over 40 times, which reduces their input costs. Cramer also asked him if people will move back to glass bottles because of the issues with plastic, and the CEO said that glass is better for taste and health concerns. Cramer ended the interview by asking what Stroucken thinks of the drop in his stock price, and he answered that he doesn't know what happens in the stock market, but he likes his company's prospects. Cramer is also bullish.
Segment 3: Lightning Round!
North American Palladium (PAL): Cramer thinks that this is a good speculative play on Palladium, and said that the company is profitable.
Genco Shipping (GNK): Cramer is bullish on this stock.
McMoran Exploration (MMR): Cramer recommended it a year ago, and it has doubled since. He is still bullish now.
Holly (HOC): Cramer wants to stay away from the refining business.
Systemax (SYX): Cramer said that there is nothing special about the stock, and gave it a "Don't buy."
Arch Coal (ACI): Cramer thinks the stock could go to $80, and demand will not let up overseas, even if the Democrats get into the White House and turn the U.S. against the company.
OM Group (OMG): Cramer said that they blew their most recent quarter, and that makes it a sell.
Pepsi (PEP): Cramer thinks the stock price is way too low, so it is a buy right now.
Segment 4: Interview with "101 Wines" Author Gary Vaneyerchuk
Cramer spent most of this segment talking about actual wines, but did mention Diaego (DEO), which Cramer likes, Constellation Wines (STZ), and Fortune Brands (FO), which Vaneyerchuk doesn't like very much. He thinks that most of these companies don't understand how to build brands.
Segment 5: Mad Money Mail
Colfax (CFX): Cramer reminded people to use limit orders when buying this stock, which he recommended yesterday.
Marvell (MVL): Cramer said he would take profits in this and Hasbro (HAS) because they went up so much so fast.
True Religion Apparel (TRLG): Cramer
Segment 6: Sudden Death!
Walgreen (WAG): Cramer said this stock is OK, but CVS (CVS) is better.
Qimonda (QI): Cramer doesn't like this mediocre semiconductor company.
UnitedHealth (UNH): Cramer said this is the worst stock he has ever seen.
Submitted by just another Cramerholic on Mon, 05/12/2008 - 18:02.
Segment 1: Cramer's New Tech Stocks
Cramer is tired of hearing about ols tech stocks that are consumer goods, and is going to spend today's show telling us about his new tech stocks that make tangible goods that power the economy. His first pick was Emerson Electric (EMR), which he has liked since 1984. He is bullish now because it is an industrial growth stock that makes money in good times and bad times. He put a price target of $60 on the stock. They make a variety of electronics, power, tools, motors, and controls products, and Cramer thinks that demand for their product will continue due to the strong earnings they reported recently. They have strong growth in their newer businesses, and are selling some of their more cyclical product lines. They increased international sales 10% last quarter, and make 30% of their sales in emerging markets, while they continue to buy back stock and increase the dividend. It is trading at 16 times earnings with a growth rate of 15%, so Cramer thinks it is cheap.
Segment 2: Know your IPOs
Cramer talked about a company that went public last Thursday, an he thinks now is the time to get into the stock at a decent price. The company is Colfax (CFX), which jumped to $24 in its first day of trading on Thursday, and is now around $21. It is a play on fluid management, which is used to move liquids around. Cramer thinks that this type of product will be needed to solve the energy problems of the world. For example, FlowServe (FLS) and Robbins and Myers (RBN) have been up big this year, which are other fluid management companies that have been public for longer than CFX. He said to wait a week before buying, and to be careful and use limit orders because the stock doesn't trade with much volume.
Cramer took calls on the following stocks:
Visa (V): Cramer said that he thinks Mastercard (MA) is better, but this stock is OK also.
Western Gas (WES): Cramer said this is a good stock, but a little speculative.
Segment 3: Lightning Round!
Blockbuster (BBI): Cramer thinks it made a mistake getting involved with Circuit City (CC), so he is now bearish until they drop their buyout plans.
Seacor Holdings (CKH): Cramer is bullish on this stock.
Intuitive Surgical (ISRG): Cramer thinks it is time to take profits because they didn't report a great quarter last week.
Gerdau (GGB): Cramer is bullish on this Brazilian stock.
GeoEye (GEOY): Cramer said that this stock blew up, and that he said to get out of it a while ago, and doesn't want to get back in.
ClearWire (CLWR): Cramer wants everyone to get out of this stock anytime it spikes.
Millicom International (MICC): Cramer did a segment in the past where he recommended this international telecom stock, and he is still bullish.
Circuit City (CC): Cramer said to sell this stock immediately while the Blockbuster bid is still propping the stock up.
Canadian Natural Resources (CNQ): Cramer said that this stock is up so much that he wants anyone who bought it on his recommendation to sell half just to lock in some of the huge gain.
Segment 4: Cramer's New Tech Stocks - Part II
Cramer said that he thinks the next President of the U.S. will get behind wind energy next year, and said that his pick if that happens is Owens Corning (OC). It makes environmentally friendly building materials (including their famous pink fiberglass insulation), in addition to wind energy parts, and gets 61% of its sales from overseas. Cramer said that the strength of their materials is critical to the windmill makers, so they will profit as energy companies head towards the target of 30% of energy from wind. Cramer is not concerned about their exposure to the housing market because they reported good earnings and are moving to diversify their revenue.
Segment 5: Mad Money Emails
Harley-Davidson (HOG): Cramer is still bearish, and said that you are better off buying a bike than the stock.
Allergan (AGN): Cramer likes the stock at its current price of $52.
Frontline (FRO): Cramer is bullish on this shipping stock.
Nordic American Tankers (NAT): Cramer is bullish on this shipper as well.
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