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)
na
na
na
'Am I
Diversified'
Segment...
In this segment,
Jim takes calls
from viewers to
critique their
top five
holdings, to
indicate whether
they are,
together,
relatively
diversified as a
standalone
portfolio.
Most popular
investing books ordered:
(click any book to see at
Amazon.com)
We need your help!
If you find our service valuable, your
donation is critically helpful to support
our operating costs and is
MUCH appreciated!
(click below to donate)
We are serving thousands
of
new visitors every day and our costs are
growing as well. Thank you for your
support & generosity!
Final Segment 2
Final Segment
2 Title:
'Mad Mail'...
. . . .
.
Featured
Stock(s):
See comments below...
After this segment, you
can see Jim's
Sudden:Death picks
here...
. . . .
.
■
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)
na
na
na
Mad Mail
General
Question - No
specific stock
Q:
I enjoyed
the segment
on the "Ax
Effect."
It gave me some
good insight to
the cause of the
increase in
RIMM. While I
found that
everything you
said made sense,
my question is,
where do you
find who the Ax
analyst of a
given company
is? How can you
tell who the
Street is going
to follow?
JJC:
Some things in
life are
literally
experienced. I
know I never
like to play
this experience
card on this
show, because it
says to me, and
to you, that you
can't play this
game at home.
I'll tell you
who the Axes
are, because I
have followed
these industries
for years, and I
knew that Rob
Sanderson had a
great call.
Cheryl Scholnick
is the Ax in the
health
maintenance
organizations
companies...
like Coventry
Health Care Inc.
(CVH), like
Unitedhealth Group, Inc.
(UNH),
which she told
us to get out
of, literally 25
points ago. Each
industry has an
Ax. I will try
to reveal them
as we go along.
By the way, the
oil industry Ax
is the
Goldman Sachs (GS*) analyst.
na
na
na
Mad Mail
General
Question - No
specific stock
Q:
You've mentioned
in previous
shows that the
current mortgage
crisis is a
greater concern
over inflation.
In my research,
I discovered
that residential
mortgages only
account for less
than 5% of the
GDP and consumer
spending
accounts for
70%. Therefore,
isn't inflation
the greater risk
since 70% of the
GDP is driven by
consumer
spending?
JJC:
I can
show you
extensive
studies that
show you that
the worth of
your house is
the single-most
psychological
part of consumer
spending. If the
worth of your
house is going
down, you're
going to spend
less, so I say,
it's 70% of your
analysis depends
on housing,
which depends on
the price of
what's going on
with house price
depreciation.
And so I think
you need to
worry about that
more than you
need to worry
about inflation.
It's a
deflationary
event when your
house goes down.
Q:
Not only does
BEZ make a very
efficient motor,
but is is also
the BEST
electric motor
out there. As a
steel
fabricator, I
have used BEZ's
motors for years
in all of my
equipment and
won't use
anything else!
They are very
durable and last
for years!
JJC:
May I tell you
that we heard
from BEZ today.
I'm hoping to
get McFarland
on... the CEO.
And they were
quite surprised
to learn things
about their own
company, in
the segment that
we did on BEZ,
which is a "new
tech" company.
I'm glad that we
brought to light
many different
things that no
one knew about
BEZ. I
re-recommend BEZ
right here.
Q:
You have
recommended
Permian Basin Royalty Trust
(PBT)
and
Linn Energy, LLC (LINE) as good
Master Limited
Partnerships.
They pay a good
dividend but
have very little
chance of
growth, because
they are not
totally
committed to
drilling new
wells. I believe
that LGCY is a
much better
choice for a
high dividend
MLP in the oil
and gas sector.
They are
aggressively
acquiring
properties and
committed to
drilling and
increasing
production. They
are currently
yielding 8.29%.
JJC:
Why did I read
Trey's note?...
Because we can
learn from Trey.
We learn from
our viewers
every night.
Those who don't
like the show
don't like our
viewers. I learn
from our
viewers. I think
Trey may have a
point, and I
urge you to look
at LGCY. I am
full boat
already in these
Master Limited
Partnerships. I
hesitate to
recommend
another name. In
the same way
that I don't
recommend other
fertilizer
names, other
than IPI.
Q:
I'm
not that keen on
the idea of
ethanol being
even partially
our savior for
energy
independence. I
was disappointed
to see a sticker
on the gas pumps
at COST
indicating that
their regular
gasoline would
now be 10%
ethanol.
Personally, I am
seriously
considering
avoiding COST,
or any company
adding ethanol
for gasoline. Do
you think COST's
decision will
have an impact
on its earnings?
JJC:
No, I absolutely
do not. And, by
the way, that's
the American
way, dictated by
our President,
right on down.
There's nothing
we can do about
it. They want an
ethanol blend.
Now, let me just
tell you how I
feel about
ethanol... 3% of
America's
gasoline is made
by it, but it's
devouring 30% of
our corn crop.
It's making you
poor, just in
time for your
July 4th
barbecue, and
making no one
happy at the
pump.
[
end of final segment ]
Go to the SUDDEN:DEATH
SEGMENT from
tonight's showhere >>
See current quotes on Yahoo!
Finance from
tonight's show stocks
here >>
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:
See the stocks currently
known to be in Jim Cramer's
Charitable Trust at:
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...
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.
