Monday, 02/04/08
Posted 02/04/08,  11:21 pm ET

(Scroll down to see Jim's comments below)

 
 
Today's date:  Monday, 02/04/08

  Dow Jones: 12,635   - 108
  NASDAQ:   2,382     - 30
  S&P 500:   1,380     - 14
 
 
 
 
 
First Segment
 
 
 
 
Final Segment 2 Title: 'Intuitive Surge'

.  .  .  .  .

Featured Stock(s): Intuitive Surgical Inc. (ISRG)

See ISRG's official website here.

See the Yahoo! Finance profile for ISRG here.



See Closing Segment 2, below...


JJC:    Tonight, I'm teaching you the secret truth about the evils of hair...  not the kind that grows on some people's heads, although I think that stuff is dramatically over-rated...

.  .  .  .  .

When a company reports its quarterly results, and its earnings are full of one-time gains, or unsustainable profits, or gross margin pressure that's hard to see... that will show up as problems in the future, we say the quarter has 'hair on it'...  That's genuine Wall Street jibberish... when managers get together and say, well, what was the matter with that Apple (AAPL) quarter?   A lot of hair...  

Exxon Mobil Corp. (XOM), last week, had a lot of hair...

It went down after its latest quarter, even though everyone talked about how it was $40 billion plus... because it looked like a big beat, but the whole thing was immersed in hair...

.  .  .  .  .

Now I want to tell you about a stock that's been a huge beneficiary of baldness...

Intuitive Surgical (ISRG)...

Remember, this is the company that makes robotic surgery machines...
[To see all of Jim's past comments and descriptions for ISRG, click here... ]

So this is in stark contrast to XOM, where the beat was fueled by one-time gains, share buybacks, and profits from corporate finance, rather than oil... And, frankly, the future would look bleak for XOM, if we don't hear that they're going to replace their reserves at an upcoming analyst meeting...

When you give the Street a perfect quarter, with no hair on it, the analysts gush...

Here's Jeffries...

'(The ISRG) 4Q results were impressive.  Hard to argue with stellar results...'  Now, here's Cramer:   I think ISRG is a company that looks like a portrait of Michael Chiklis (lead actor on the FX series, The Shield)...

You want the Street falling all over your stock, and ISRG shows how it is done...

.  .  .  .  .

The Bottom Line!:     It's all about the hair!... Or lack thereof...  Intuitive Surgical Inc. (ISRG)'s baldness is beautiful, and I say buy, buy, buy!...

.  .  .  .  .

 

   
 

Stock Snapshots - Includes all stocks mentioned above

 

 

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)


ISRG

307.50

306.92

Intuitive Surgical Inc. (ISRG)

         

 

 

 



See all of tonight's stocks' latest quotes on Yahoo! Finance


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Second Segment
 
 
Final Segment 2 Title:

'On The Line'....

CEO Interview with:
Mike McCallister, CEO

.  .  .  .  .

Featured Stock(s): Humana Inc. (HUM)

.  .  .  .  .

 

   
 

Stock Snapshots - Includes all stocks mentioned above

 

 

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)


HUM

78.98

79.57

'On The Line'....

CEO Interview with:
Mike McCallister, CEO
Humana Inc. (HUM)

.  .  .  .  .


Jim's comments BEFORE interview:    
One stock we've been behind, since we started Mad Money, is a company called Humana Inc. (HUM), and I am proud to say that we have caught a double in HUM.  This, to me, is the best managed care company in the country, and it's also the most aggressive, in terms of recruiting people to come and take their services...

I want to find out more about that.  The stock was down almost $3 bucks today, and I smell a fabulous buying opportunity, but let's hear it from the man...   

.  .  .  .  .

Jim's comments AFTER interview:    
I understand, from my sources, the President's new budget plan favors cuts to doctors... not to Medicare, not to managed care, like Humana (HUM)...  I want you to buy HUM on this weakness...  This one is still the best in show - buy, buy, buy! - and it's just a bunch of guys saying, oh man, I've got to take some money off the table.  I can't blame them, but that could be your opportunity...  If that stock gets downgraded... buy, buy, buy... 






         

[ end of final segment ]

   
 

Go to the SUDDEN:DEATH SEGMENT from tonight's show here >>

See current quotes on Yahoo! Finance from tonight's show stocks here >>


Netflix, Inc.


Symbol keys:

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 >>

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.

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.

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.

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.
 

 
Definitions of key phrases used by Jim, known as "Cramerisms":

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...

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.

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).

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.
  See more "Cramerisms" & other financial phrases here >>
   
Helpful Websites:
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Charitable Trust at:

jim-cramer-charitable-trust-stocks.com

 
See the stocks currently known to be in Warren Buffett's portfolio
of stocks at:

warren-buffett-portfolio.com

 
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StockHomework101.com

This site is coming soon.   Thank you.

 
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Fast Money Recap - Trades for next day...

Compare these picks to Jim's comments for the same stocks.

 

 

   
   
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