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PRO/CON |
STOCK |
CLOSING
PRICE
THAT
DAY |
OPENING
PRICE
NEXT
DAY |
JIM
CRAMER'S COMMENTS |
PRICE
TARGET |
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SEE
SPECIFIC
STOCK
PICKS
BELOW: |
na |
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'Taking The High Road' |
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Everyday, the market
generates a list of not
just survivors, but
thrivers! It's
called
the
new high list
(great tool!)...(you can
also see
the new low list here)...
I love the validation of
the new high list.
Stocks can't get there out
of a beauty contest... No,
the new high list
generates stocks that are
proven winners, with real
money behind them...
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We go to the new high
list for safety and for
upside... |
Any stock on the new
high list now is one
that can ride out the
next storm; it's one
that you need to check
out and, perhaps, get on
board.
So, what do we see on
the list now?...
Two big sectors sitting
on that pretty new high
list...
The pharmacy benefit
managers... these are
the companies that save
employers costs on
drugs... and, surprises
of surprises, tire
companies.
These sectors will
perform, even after a
truly horrific onslaught
like last week's house
of pain.
But we can do better
than the two sectors...
I want to give you the
best of breed in these
sectors - the best two
stocks from those two
sectors on the list...
My picks are
MHS
and, amazingly,
GT.
I've scrubbed these
companies clean.
And you can relax.
Neither one has anything
to do with mortgage.
. . . .
.
The bottom line!:
Prep for the next selloff.
Go for the bull markets as
defined by the new high in
pharmacy benefit managers and
tires. MHS and GT - they
are the stud steers for both.
I'd buy some now, and then I'd
hope for a pullback to buy more.
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MHS
AFTER-
HOURS
PRICE
AFTER
TALK:
|
67.76
68.38 |
69.20 |
See
'Taking The High Road'
comments above for:
MHS |
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GT
AFTER-
HOURS
PRICE
AFTER
TALK:
|
28.48
28.81 |
29.11 |
See
'Taking The High Road'
comments above for:
GT |
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PRO/CON |
STOCK |
CLOSING
PRICE
THAT
DAY |
OPENING
PRICE
NEXT
DAY |
JIM
CRAMER'S COMMENTS |
PRICE
TARGET |
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FSLR
AFTER-
HOURS
PRICE
AFTER
TALK:
|
47.62
50.22 |
49.73 |
'Picking Through The
Rubble:'
'Solar Flair' |
|
Today, I want to tell you
about
FSLR
-
far and away the best
solar power stock out
there...
This company can generate
more power for less money
than its competitors.
What makes FSLR a great
stock to buy now, while
the market's still reeling
from the beating we took
last week...
Okay, here's the method...
After a big selloff - or
even after a small one -
you want to find stocks
with one special
characteristic...
You want a company that's
just reported blowout,
better-than-expected
numbers.
You see, no matter how
much panic we have on the
Street, a stock that just
reported a great number a
week ago isn't likely to
disappoint anytime soon.
I regard these stocks as
immunized - insulated from
the downside - and they
have unrealized upside.
Their great numbers aren't
reflected in the price,
because the selloff took
them down.
Every other stock wouldn't
be down if it weren't for
the selloff.
The sun's going to come
out tomorrow (he said,
after he played the song
from 'Annie'...)
FSLR fits this profile
perfectly.
Even though the stock's
recovered, it's still
trading at $47.62.
That's down 10% off the
high, and you know that is
where we want to back up
the truck.
You've got a chance to buy
a really hot stock for
less than it's worth right
now.
But, why should you take
the chance?
Why believe in FSLR?
What makes this one
different from every other
played-out solar stock?...
Why buy this, and not
ESLR?...
Because FSLR isn't a
hippy-dippy pipedream.
It's a real company.
They plan to offer
non-subsidized solar power
- everybody else needs the
government - that's
competitive with good
old-fashioned
environmentally unfriendly
power by 2010.
No other solar company is
trying to do that.
FSLR can generate more
solar power for less money
than its competitors.
It's simple economics.
That's why it's a winner.
It costs FSLR $1.40 to
manufacture 1 watt of
power.
While the average costs
from crystalline, silicon,
mojules - the kind of bad
technology the competition
uses - is $2.50 per watt.
What's the deal here?
FSLR doesn't use silicon -
which has become
prohibitively expensive -
to make its solar cells.
Silicon wafers are the
industry standard, while
FSLR uses cadmium and
tellurium.
Neither of these two
elements have pricing
issues.
FSLR has the lowest costs;
it's got the highest
margins... 40% and, best
of all, the estimates are
way too low.
The fuel for this stock in
the future won't come from
the sun. It'll come
from beating the
expectations.
The consensus on the
Street is that FSLR will
earn 26 cents a share.
That's preposterous!
They earned 12 cents a
share just in the last
quarter of 2006...
They're going to blow away
that estimate!... if they
keep delivering the
results that they have,
and there's no reason to
believe that FSLR -
because it's best of breed
- won't do it.
. . . .
.
|
The bottom line!:
I searched through the
rubble to find you a
discount on a stock that
just reported great
numbers... I found FSLR,
and I'd back up the truck
on this one before it
really gets going. |
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[
end of opening segment ] |
>> Go to next segment (Lightning
Round Stock Picks...)
Back to top
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Jim
Cramer's Mad Money recap summary from the CNBC TV show. |
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KEY TO SYMBOLS: |
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The Wall Street Journal is a must-have
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managers are thinking on Wall Street.
As Cramer says, you don't have to rely
on him to be able to spot new
opportunities! |
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= Special Mention/Conversation |
| |
= Lightning Round Mention
= Sudden Death lightning round stock
picks - at end of show
= Recommended 'Mon-back...
'MON-BACK - This is Jim Cramer's term
to indicate that he would back up a
figurative truck, saying "Come on back" or do
a 'mon-back' and load up on the stock being
mentioned.
* Indicated this stock owned by Cramer's Charitable
Trust on this day.
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© 2007 MadMoneyRecap.com ● This site is not affiliated
with Mr. James Cramer, and is not associated with any
television networks or broadcasts. Data presented on this site should not be used to make
investment decisions and accuracy cannot be guaranteed. |
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