|
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) |
|
 |
CBR |
5.70 |
5.63 |
CIBER, Inc. (CBR)
CBR - First some
housekeeping... CBR was asked
about... strong in Europe...
weak U.S. It lost momentum
last quarter. I like
Accenture Ltd. (ACN)
in that business.
|
|
 |
ACN |
33.81 |
33.72 |
Accenture Ltd. (ACN)
See CBR comments above for:
ACN
|
|
|
PACR |
12.28 |
12.09 |
Pacer International Inc.
(PACR)
PACR - It's a
logistics and inter-modal
company. That depends on
purchased transportation.
Aggressive pricing to maintain
share... Two legacy rail
contracts expiring in 2011 and
2013. Nothing there...
nothing there at all... Sell,
sell, sell!... Even though it's
at its 52-week-low, so what...
Both of those (PACR and CBR) are
just not investable.
|
|
|
FCFS |
13.26 |
13.26 |
First Cash Financial Services
Inc. (FCFS)
FCFS -
I recommended this stock once
as kind of a pawn broking
thing... a check cashing
thing... It has been doing very
poorly. You know, that
makes no sense to me. I
think this is really kind of a
stock that's going to make its
numbers. I think it's a
buy here. I am very
surprised it's acted as poorly
as it has... I really like it.
|
|
|
ISRG |
263.64 |
257.47 |
Intuitive Surgical Inc. (ISRG)
ISRG - All right... a
very good analyst from Wachovia
downgraded this stock the other
day saying that he believes that
big hospitals may be reluctant
to buy the DaVinci system,
because big hospitals are
strapped. I thought it was
a good call. I think, if
the stock bounces in any sort of
Nasdaq rally that I expect to
happen in the next five days -
because the Nasdaq's very
oversold - I've got to go with
this Wachovia guy... I think
he's done really good work on
it. He convinced me that
the top may, at last, be here on
ISRG.
|
|
|
KEY |
22.41 |
22.18 |
KeyCorp (KEY)
KEY - My hope was that
you would get a takeover
there... but, I've got to tell
you... they, like many other
major banks... I made a major
mistake earlier last year, when
I suggested that a lot of banks
in America... the regional
banks... would be bought.
I didn't know that their book of
business was deteriorating.
That was my bad, because I
thought the Federal Reserve
would wake up and, consequently,
I can't recommend KEY... I can't
recommend KEY, because I'm
afraid that the quarter's bad.
I know that they've taken some
charges... they've already
cleaned up some things, but I am
very concerned about all of the
Ohio-based banks... National
City (NCC),
I think, is very troubled...
Huntington Bancshares Inc. (HBAN)...
I want to be careful... KEY is
the best of those though...
|
|
|
NCC |
14.35 |
13.63 |
National City Corporation
(NCC)
See KEY comments above for:
NCC
|
|
|
HBAN |
13.23 |
12.50 |
Huntington Bancshares Inc.
(HBAN)
See KEY comments above for:
HBAN
|
|
|
HSC |
57.33 |
56.80 |
Harsco Corp. (HSC)
HSC - HSC's one of
those companies like Emerson
Electric (EMR),
like Eaton (ETN),
like Honeywell (HON)...
I have great faith in it, but a
lot of people are selling the
industrial companies...
Parker Hannifin (PH)...
nothing's the matter with that.
That thing's come down. We
did Airgas (ARG)
the other day... we did Air
Products (APD)...
All of these companies are doing
well. I want to own one of
these companies... Now, a lot of
these are going down because the
Federal Reserve is not
cutting... This is the kind of
stock, HSC, that puts on 10
points that day that the Fed
finally wakes up from its Rip
Van Winkle like slumber...
|
|
|
EMR |
53.09 |
52.60 |
Emerson Electric (EMR)
See HSC comments above for:
EMR
|
|
|
ETN |
88.69 |
87.50 |
Eaton (ETN)
See HSC comments above for:
ETN
|
|
|
HON |
57.60 |
57.06 |
Honeywell (HON)
See HSC comments above for:
HON
|
|
|
PH |
66.61 |
64.19 |
Parker Hannifin (PH)
See HSC comments above for:
PH
|
|
|
ARG |
46.80 |
47.04 |
Airgas (ARG)
See HSC comments above for:
ARG
|
|
|
APD |
94.65 |
90.87 |
Air Products (APD)
See HSC comments above for:
APD
|
|
 |
TC |
15.30 |
14.96 |
Thompson Creek Metals (TC)
TC -
Molybdenum is in short
supply! I think Molybdenum
remains in short supply.
I'm not backing away from it.
I'm backing up the truck! We are
not going to be in a worldwide
recession (buzzer sounds)...
|
|
|
AIG |
56.48 |
55.94 |
American International Group
(AIG)
AIG - Look, they put
in Marty Sullivan (as CEO)...
You know, a lot of these things
were done by Elliot Spitzer.
I don't care... Elliot gave us
Chuck Prince at
Citigroup (C*)...
Thanks a lot Elliot! He
gave us Mark Cherkasky at
Marsh & Mclennan (MMC)...
Thanks a lot Elliot! And,
arguably, we end up having the
fellow who's running AIG now.
AIG's a mess. They're very
honest people. They're
trying to give you the most
disclosure... they spent hours
trying to disclose... but they
have a bad book of business.
I don't care who runs that
company...
Warren Buffett
could run that company and I
don't want to touch it right
now. I'm sorry... I wish I
didn't feel like that, because I
really want to respect AIG, and
the company that Greenburg
built... I know that he's no
longer going to be agitating,
but I don't want to touch it.
|
|
|
RAD |
1.95 |
1.95 |
Rite Aid Corp. (RAD)
RAD - She blew it!
She's honest as the day is long,
but she blew it... just blew it.
I bought some
CVS (CVS*)
today for
my charitable trust...
Why?... Because I actually think
that they're doing a Pincer move
against her...
Walgreens (WAG)
and CVS*... cutting prices,
driving her out of business... I
don't mean to personalize it too
much... I'm talking about Mary
Sammons (CEO of RAD)... but
RAD... we're waiting for two
good quarters... We get
two good quarters, and maybe
I'll stick with Mary Sammons...
|
|
|
CVS* |
37.19 |
37.54 |
CVS Caremark Corp. (CVS*)
See RAD comments above for:
CVS*
|
|
|
|
|
|
[
end of lightning round ]
|
