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Monday, 04/07/08
Posted 04/07/08, 10:51
pm ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Monday, 04/07/08 |
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Dow Jones: |
12,609 |
- 16 |
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NASDAQ: |
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2,370 |
+ 7 |
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S&P 500: |
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1,370 |
+ 1 |
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Opening Segment 1
Title: |
'No Stock Left Behind'
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Featured Stock(s): |
Temple-Inland Inc.
(TIN)
See TIN's official
website
here.
See the Yahoo!
Finance profile for
TIN
here.
See Opening Segment 2,
below...
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After this segment, you
can see Jim's Lightning
Round picks
here... |
JJC:
Earlier, I said we were
starting some brand new
series today... The first
was "From
Russia With Love" about
stocks from the former
communist Warsaw Pact
countries that
have now become the
world's second-best
capitalists after the
Chinese communists...
Now it's time for my new
series... #2... The 57
flavors stocks... The
Ketchup Stocks!...
that we use on Wall Street
to describe stocks that
are lagging behind other
stocks in their
sector, and need to...
yes... catch up!
These trades only work,
though, when the Ketchup
Stocks deserve to go
higher...
Plenty of bad stocks don't
go up along with their
sectors too, so I'm
finding good ones
that I think have the
ability to play "catch
up"...
Now, our first pick of the
Ketchup Stocks for the
week is Temple-Inland Inc.
(TIN).
Yes, this stock has caused
me some pain, since I
recommended it on March
20th of
2007, at the University of
Texas... and it's down 25%
from where I recommended
it,
when you add together the
share prices of the two
companies it spun off
since then, and
the $10.50 special
dividend it paid in
December...
The last time I talked TIN
spinning off its real
estate and financial
services components,
at the behest of Carl
Icahn... TIN finished the
spinoffs at the end of
2007 and, now,
what's left is a terrific
wood company, that
produces building products
like particle
board, as well as
corrugated packaging...
As you can imagine, the
combination of a weak
housing market and a weak
economy has
been pretty poisonous to
these two businesses...
That's why the stock is
down 31%, since
TIN finished the spinoff.
But now there's some light
at the end of the tunnel!
Pricing should firm up in
2009 and 2010 for the
paper products TIN makes.
And we just
had IP pay $6 billion for
WY's paper products
businesses, which tells us
that this stuff
must be worth something to
someone...
All of this has driven its
competitor,
Louisiana-Pacific Corp.
(LPX), up 25% since March
20th. TIN is only up 11%
since then...
I think this is a better
company. It's profitable
right now... It should
(also) turn a profit
in 2008, while LPX can't
say either of those things
for itself. And, while LPX
does yield
5.4%, I don't consider it
a trusty dividend.
TIN's 3.1% yield, on the
other hand - which is only
so high, because the stock
is so low -
is the picture of
stability...
I know the stock is up a
lot today, off of that
Citigroup upgrade... but,
when you
consider this is a $14
stock that's come down
from $56, hey... that gain
looks a lot less
significant to me...
I think this stock
deserves to "catch up" to
LPX...
. . . .
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The Bottom Line!:
TIN's sector has turned...
Now I think its stock just
needs to play Ketchup...
. . . .
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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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TIN |
13.98 |
na |
Temple-Inland Inc. (TIN)
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See all of tonight's stocks'
latest quotes on
Yahoo! Finance |
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Most popular
investing books ordered:
(click any book to see at
Amazon.com) |
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Final Segment
2 Title: |
'Mad Mail'... |
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. . . .
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Featured
Stock(s): |
See comments below... |
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After this segment, you
can see Jim's
Sudden:Death picks
here... |
. . . .
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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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FCX* |
107.02 |
na |
Mad Mail
Freeport-McMoRan (FCX*)
Q:
I've been
reading with
interest the
reforms Raul
Castro has
recently
implemented in
Cuba. Is
there a play
here?
JJC:
The play would
be FCX*, because
there's a giant
mine that was
confiscated by
Castro.
Raul does
believe in
nuclear power.
That's about the
extent of my
like for Raul.
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MO* |
21.88 |
na |
Mad Mail
Altria (MO*)
Q:
I can't believe
when you
declared the
King is dead,
and when you
sandwiched him
between Molson
and Miller...
you didn't
mention that the
way to get a
piece of Miller
Beer is through
the new leaner
Altria (MO*),
which owns about
28% of SAB
Miller and still
has that cool
yield. Go
MO*! A
beer, cigarettes
and 5% booyah!
What could be
better?
JJC:
The problem...
is that I've
done MO*
probably more
than any other
stock since the
year began, so
this is just
another way to
play it, but
you've got me
dead to rights.
And those who
say, listen, I
don't want to
sell
Anheuser-Busch
Companies Inc. (BUD),
you know,
listen, I'm not
going to tell
you...
BUD's
inexpensive.
We should look
at that Samuel
Adams situation,
because of the
glass in the
bottle... I
can't get my
arms around that
yet...
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CAO |
11.76 |
na |
Mad Mail
CSK Auto
Corp. (CAO)
Q:
It seems like
no one has even
noticed the
creation of the
third-largest
auto parts
retailer/wholesaler
with the
combining of
CSK Auto Corp.
(CAO)
with O'Reilly
Automotive Inc.
(ORLY).
Is this a
non-event, or
merely
overlooked?
JJC:
I think that
what happened
is, in the
General Motors
(GM)
strike, I didn't
pay attention to
it... But,
you know what?
Memo to staff...
Were going to
look at that...
and, if that
combination
makes sense to
us, we're going
to come right
here and do it.
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CMI |
51.46 |
na |
Mad Mail
Cummins Inc. (CMI)
Q:
During the last
five
recessionary
periods,
trucking has
been the
best-performing
sector at
greater than
30%.
I was wondering
if you have a
trucking or
trucking parts
play for us?
JJC:
The trucking
parts play is
going to be
Cummins Inc. (CMI)
or
Eaton Corp. (ETN),
and the trucking
play is going to
be Ryder
System, Inc.
(R)...
That's in really
great shape.
By the way, I
think
United Parcel Service, Inc.
(UPS)
is dirt cheap,
and FedEx
Corporation
(FDX)
is up 10 points
since they
pre-announced
the downside.
So those work
too.
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ETN |
81.63 |
na |
Mad Mail
Eaton Corp. (ETN)
See CMI comments
above for:
ETN
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R |
64.45 |
na |
Mad Mail
Ryder System,
Inc. (R)
See CMI comments
above for:
R
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UPS |
73.78 |
na |
Mad Mail
United Parcel Service, Inc.
(UPS)
See CMI comments
above for:
UPS
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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
not affiliated with Mr. James
Cramer, and is not associated with
any television networks or
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
your own homework,
and reading the text of the
comments to draw your own
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on this site should not be used to
make investment decisions and
accuracy, although attempted,
cannot be guaranteed. Please
consult with your own financial
advisor for professional advice. |
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