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Monday, 01/28/08
Posted 01/29/08, 12:37
am ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Monday, 01/28/08 |
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Dow Jones: |
12,383 |
+
176 |
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NASDAQ: |
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2,349 |
+ 23 |
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S&P 500: |
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1,353 |
+ 23 |
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Final Segment
2 Title: |
'On The
Line'....
'Dress For
Success?'...
CEO Interview
Emanual Chirico, CEO |
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. . . .
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Featured
Stock(s): |
Phillips-Van Heusen Corp.
(PVH) |
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. . . .
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■ |
Stock Snapshots - Includes
all stocks mentioned above |
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Jim
Cramer's
rating on
this stock |
STOCK
SYMBOL |
Closing
price
that
day |
Opening
price
next
day |
Full Company
Name/Comments
(see comments above for
each) |
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PVH |
39.25 |
39.81 |
CEO Interview
Emanual Chirico, CEO
Phillips-Van Heusen Corp.
(PVH)
Jim's comments
BEFORE interview:
Ever since the
Fed blinked last
week, and the
market
bottomed... you
know what I've
been saying...
I've been saying
it's time to
pick up some
retail stocks.
They're usually
among the big
winners when the
Fed starts to
ease, as
investors who
buy the stocks,
anticipating
that
year-over-year...
the next year's
numbers will
look better than
last years...
Remember, the
big investors
have to think
well ahead...
They can't think
just for
tomorrow.
Thanks to looser
credit, and
also, of course,
the economic
stimulus
package, I
regard it as a
bailout for
malls
everywhere...
What are you
going to do with
your $600
bucks?...
But we've got to
be selective
about retail.
Phillips-Van Heusen (PVH)
has been one of
my favorite
apparel stocks
although, with
the environment
over the last
few months...
not too
positive... the
stock has taken
a real
beating...
Now PVH is
priced, I
believe - at
these prices -
for a recession.
I think it's
priced for the
death of the
consumer,
frankly.
Thanks to the
Fed and
Congress, the
consumer might
not be so dead
afterall and
yet, when I
search for
stocks that
haven't had the
big leap yet,
there are very
few... and PVH
is one of
them...
PVH has used the
weakness in its
stock to buy
back shares -
tremendous
conviction
within the
company.
You know I like
to see that.
It's a sign that
management has
confidence in
the future.
I've always
liked PVH for
its brands...
Izod, Geoffrey
Beene and, of
course, Calvin
Klein... but,
before we jump
on this one - as
THE apparel
stock to own -
because you know
I like
Liz Claiborne(LIZ)
as a trade... I
don't think the
quarter's that
good...
Jones Apparel (JNY),
because it's
really well run
and no one's
thinking about
it anymore...
and, obviously
VF Corp. (VFC),
and I've been on
that one before
the show
began...
Before I give
PVH another Mad
Money good
housekeeping
seal of
approval, and
then maybe not
get it right, I
want to talk to
what I believe
is one of the
smartest guys in
the business,
Manny Chirico...
. . . .
.
Jim's comments AFTER
interview:
To me, frankly, I
wanted to listen to
see whether I'm
missing something...
I think this group
is right. To
me, your stock is
now the cheapest in
the group, and I
think people should
buy it.
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See all of tonight's stocks'
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Final Segment
2 Title: |
'Mad Mail' |
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. . . .
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Featured
Stock(s): |
See specific stocks
below... |
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. . . .
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■ |
Stock Snapshots - Includes
all stocks mentioned above |
■ |
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|
Jim
Cramer's
rating on
this stock |
STOCK
SYMBOL |
Closing
price
that
day |
Opening
price
next
day |
Full Company
Name/Comments
(see comments above for
each) |
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MCD* |
51.07 |
51.43 |
'Mad Mail'
McDonald's
(MCD*)
Q:
Help me
understand what
happened with
MCD*. They
had a wonderful
quarter and beat
earnings
estimates by two
cents.
They also
indicated that
they are
profiting from
the weak economy
by attracting
customers to
their lower
prices and
expanded value
menu.
Their same-store
sales jumped
6.7% as a
result.
Why then did
their stock
trade down?
Seems like an
irrational
market to me.
Help me
understand this
madness!
In a time of
chaos, I look to
you for your
all-knowing
guidance...
Jim:
Okay... This is
very
interesting.
I bought some
MCD* today for
my charitable trust... It's the
first time it's
gotten below my
basis...
Here's what's
happening...
There were a lot
of rumors when
the stock was at
$63, that their
domestic
same-store --
remember,
they've got a
big
international
business --
would not be
good... be
around flat.
And so the stock
dropped from
around $63 to
$53... Then,
when we found
out today that
those rumors
were right, the
stock dropped
again,
discounting the
negativity a
second time.
I bought it,
because I think
people didn't
realize that the
domestic
business decline
was already in
the stock.
January was a
little bit
better... it was
1-1.5%...
I think MCD* is
a major buy
here, with a 3%
yield, great
balance sheet,
big buyback...
raising
dividend...
I think you take
advantage of it,
and buy it.
It's one of my
stocks that I
recommend for
kids, in
particular...
Maybe you take
advantage of
this decline and
buy it...
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DSX |
24.43 |
26.05 |
'Mad Mail'
Diana Shipping Inc.
(DSX)
Q:
I don't know
why, but I
always remember
your
conversation
with the
president of
Diana Shipping (DSX)
last year.
It's probably
because you
repeat your take
on that
conversation so
often.
Looking back, I
really wonder if
he was basically
predicting the
future of the
economic
landslide to
come, and
whether it could
have/should have
been taken as a
warning.
Past financial
disasters aside,
right now, many
of the shippers
you have
mentioned on
your show late
last year are
trading way
below their
October highs.
I've done some
research and
found out that
DSX is about
ready to renew
contracts on on
four vessels
that will give
it a boost, due
to the higher
2008 shipping
rates. So,
is the time
right for DSX to
get some payback
fo r the sour,
albeit correct,
market forecast
from last fall?
Jim:
A lot of people
felt that the
man didn't
really
understand my
questions.
I thought he
did. It
gave me a chill.
I went negative
on the group
after. I
never mess with
CEOs who tell me
that I am too
optimistic...
It's hard enough
in this business
to not screw up,
just on the
basis of someone
saying it's
good... When
they say it's
bad, I cut and
run, which is
what I did with
DSX, and I'm
glad I did.
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[
end of final segment ]
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Go to the SUDDEN:DEATH
SEGMENT from
tonight's show
here >>
See current quotes on Yahoo!
Finance from
tonight's show stocks
here >> |
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Symbol keys: |
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A Charitable Trust stock.
- An asterisk next to a
stock symbol indicates that
Jim mentioned it is a stock
that he manages within
his
charitable trust portfolio.
You can see the complete
portfolio
of stocks
here >> |
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Thumbs up - indicates
he would buy the stock or,
at the very least, not sell
the stock. We do our
best to interpret Jim's
opinion on stocks, as we
think it is indicated by his
comments during the show.
Please read his comments to
decide for yourself. |
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Thumbs down -
indicates he has said not to
buy or to sell the stock,
based on his comments
We do our best to interpret
Jim's opinion on stocks, as
we think it is indicated by
his comments during the
show. Please read his
comments to decide for
yourself. |
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Back up the truck -
indicated by Jim, when he
says the stock is so good,
that he would do a
'mon-back' on the stock...
In other words, this is the
sound someone would say to a
truck driver, "Come on
back... " as he is "backing
up the truck" to load up on
his cargo. Translation
for buying stocks:
This recommendation by Jim
indicates that, after you do
your own
homework on the stock,
you should feel comfortable
loading up on it, as it is
in a good position to be
bought at this point. |
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Stumped. - Of the
2,000+ stocks that Jim
Cramer has in his head, for
which he has an informed
opinion, he sometimes comes
across a caller with a stock
he does not know well enough
to opine on... He then
indicates he is stumped and
will have to come back to
it, after he does some
homework of his own on
the stock. This
usually occurs during the
Lightning Round, when Jim
does not know in advance who
is calling, or what their
stock question is about. |
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Definitions of key phrases
used by Jim, known as
"Cramerisms": |
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Definition: 'Pull the
trigger' is Jim's phrase for making
the decision at that point to trade -
either to 'buy' or
to 'sell' (although he
usually uses the phrase for
buying), as if to say you
should feel comfortable
enough to make the final
decision without looking
back... |
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Definition: 'Ring
the Register' is Jim's phrase for
selling a stock, and making
it a final sale, that you
should not look back on.
Put it behind you. |
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Definition: 'Let It Come In' indicates how you
may wait for it to pull back, or have the
stock price come down briefly, as your
chance (after letting it come in) to buy
the rest of your position (i.e., total
number of shares you own in that stock). |
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Definition: 'backing it up'
or 'doing a 'mon-back' is Jim's
phrase for the metaphor of backing up a
truck to load up on a stock by buying
it. 'Mon-back is short for the
imaginary worker saying, 'Come on
back...' as the truck is backing up to
receive its load... Notice that we use
the little truck icon to indicate where
Jim has mentioned this.
Translation for buying
stocks: This
recommendation by Jim
indicates that, after you do
your own
homework on the stock,
you should feel comfortable
loading up on it, as it is
in a good position to be
bought at this point. |
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See more
"Cramerisms" & other
financial phrases
here >> |
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Helpful Websites: |
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See the stocks currently
known to be in Jim Cramer's
Charitable Trust at:
jim-cramer-charitable-trust-stocks.com |
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See the stocks currently
known to be in Warren
Buffett's portfolio
of
stocks at:
warren-buffett-portfolio.com |
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Stock Homework 101:
This is an excellent
upcoming site that provides
resources and links to help
you do that homework that
Jim Cramer recommends after
hearing his suggestions...
StockHomework101.com
This site is coming soon.
Thank you. |
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FastMoneyRecap:
This site will be a quick
summary of recommendations
made by the great Fast Money
TV show crew, that will
offer you a unique service,
to compare their picks to
Jim Cramer's past comments
about those stocks.
Fast Money Recap - Trades
for next day...
Compare these picks to Jim's
comments for the same
stocks. |
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© 2005-2007 MadMoneyRecap.com ■
Important disclaimer: This site is
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Cramer, and is not associated with
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broadcasts. Please note that all
thumbs up or thumbs down
indicators are not always clearly
indicated on the show and are
interpreted by us as accurately as
possible. Some comments have been
edited for brevity and clarity,
and extraneous material omitted. Please rely on watching
the show yourself, doing
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and reading the text of the
comments to draw your own
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on this site should not be used to
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cannot be guaranteed. Please
consult with your own financial
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