 |
 |
 |
 |
 |
 |
 |
|
|
|
|
|
|
|
|
● |
|
|
 |
| |
| |
 |
| |
|
| |
Monday, 01/28/08
Posted 01/29/08, 12:37
am ET |
(Scroll down to see Jim's
comments below) |
|
| |
| |
|
Today's date:
Monday, 01/28/08 |
|
| |
Dow Jones: |
12,383 |
+
176 |
| |
NASDAQ: |
|
2,349 |
+ 23 |
| |
S&P 500: |
|
1,353 |
+ 23 |
| |
|
| |
|
| |
|
|
|
|
|
■ |
Stock Snapshots - Includes
all stocks from callers'
questions |
■ |
|
|
|
|
|
|
 |
 |
|
|
|
|
|
|
|
|
|
 |
|
See all of tonight's stocks'
latest quotes on
Yahoo! Finance |
|
|
 |
This holiday's
hottest tech
item... The
Flip!...
Completely
tape-free
amazing
60-minute
camcorder for
less than $200 -
great for young
and old!
(and still in
stock)
more details >> |
|
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!
|
|
|
|
|
| |
| |
|
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) |
|
 |
UPL |
67.96 |
68.01 |
Ultra Petroleum Corp. (UPL)
UPL - I don't know
anybody who's saying to buy
these other than the buyers... I
don't mean that simplistically.
I mean that natural gas is
hopelessly out of fashion, and
yet the stocks have creeped
right back, after last week's
selloff. UPL's the big
beneficiary of the Wyoming
development. They have a
great relationship with the
Bureau of Land Management.
I think they're drilling all
over the place. I want to
buy, buy, buy, buy, buy...
|
|
 |
MHP |
41.79 |
42.14 |
The McGraw-Hill Companies,
Inc. (MHP)
MHP - I read through
the MHP conference call this
week and Terry McGraw has a
lot of good things to say about
what he thinks is going to be a
turn, and maybe a resurrection
of the S&P business, but you
know what?... Don't buy, don't
buy... I am not buying it.
I still think that business has
got a little way to come back.
Now, that said, this is a
quality company. The stock
is very inexpensive. If
you think that structured
product can come back at all,
you've got a real winner.
I want to wait. I think
you get paid to wait.
|
|
 |
DTV |
22.78 |
22.85 |
DirecTV Group Inc. (DTV)
DTV - To be honest, I
have always been shocked that
this stock is as low as it is.
I agree with you. I think
it's terrific, but think about
it... cable, FiOS... There's so
much competition, and the
competition's making it so that
no one wants to own any of
these... So, I would be
careful. I don't want to
be aggressive, but I understand
the sentiment. I've been
buying
Discovery (DISCA*),
because of Dave Zazlov, and
because I genuinely believe that
they are the only
communication/TV business that I
want to own right now, even in
terms of the providers.
|
|
 |
DISCA |
24.36 |
24.53 |
Discovery Holding Co. (DISCA*)
See DTV comments above for:
DISCA*
|
|
 |
BRCM |
22.79 |
22.87 |
Broadcom Corp. (BRCM)
BRCM - We have not
been fans of BRCM for many, many
years here. It's a very
competitive marketplace. I
don't feel there's any real edge
to owning BRCM. I am not
going to endorse it here...
Don't buy, don't buy... I think
that... I'm just trying to get
my arms around the fact that
QUALCOMM (QCOM)
reported a good quarter, but has
a lot of litigation with BRCM.
I don't like that sector.
I don't like that segment.
I don't like the cell phone
innards. I do like
Nokia (NOK)...
|
|
 |
NOK |
34.58 |
34.28 |
Nokia Corp. (NOK)
See BRCM comments above for:
NOK
|
|

|
TRMB |
30.27 |
30.30 |
Trimble Navigation Ltd. (TRMB)
TRMB - GPS is now too
competitive. I don't want
to touch it. Don't buy,
don't buy. I think the
Novatel acquisition by
Nokia (NOK)
is going to destroy pricing.
I also would use any price
increase that we get, above $70,
to sell
Garmin (GRMN)
too. I've got to be
negative on this global
positioning business.
There are just too many
competitors... too much
free-fire zone.
|
|
 |
GRMN |
68.22 |
69.00 |
Garmin Ltd. (GRMN)
See TRMB comments above for:
GRMN
Price target to sell GRMN:
Above $70.00
|
|
 |
MELI |
42.60 |
44.46 |
Mercadolibre, Inc. (MELI)
MELI - It was two
things... One was that the
guidance was in-line, and we
obviously wanted to blow away
guidance. We didn't get
that. And then they also
said they had to spend to take
market. On top of that,
they did the secondary (stock
offering)... Now, here's
my case... I saw this with Baidu.com (BIDU)
a million times... a million
times with saw this with BIDU...
then BIDU went up huge and then,
finally, plateau'd... I
still like BIDU here. I
think that you should be on the
MELI secondary... I'm telling
you to
pull the trigger when that
deal comes... Buy, buy,
buy! This thing is down,
and down hard and I think it's a
mistake.
|
|
 |
AAPL |
130.01 |
131.21 |
Apple Inc. (AAPL)
AAPL - It wasn't a
great quarter. I mean, I
was talking to the guys at the
Apple Store in Short Hills (New
Jersey) mall this weekend.
You know, it kills me to say
this... it was just not a great
quarter. The iPod numbers
were not what I wanted... I
didn't see a blow away on
iPhone... I was hoping that
the Mac business, which I
love... I happen to have two
Macs at home... was terrific.
I didn't get that. So now,
I'm being a little more price
sensitive. It's very hard
to figure out what to pay for
their earnings, when they didn't
blow away the numbers.
I am saying, at $120, I will get
intrigued by AAPL again, but not
until it gets to $120.
Until then, you're not going to
see me
pull the trigger.
Price target to buy again:
$120.00
|
|
 |
FSLR |
177.00 |
180.75 |
First Solar, Inc. (FSLR)
FSLR - I think the
stock is cheap. I have to
tell you, I was doing some work
on MEMC (WFR)
though... And, on
the WFR call, there were
some real negatives. I
don't want to be in WFR. I
would actually start scaling out
of WFR. I think FSLR is
good... Obviously, everyone's
decided that oil's going to $70,
so FSLR isn't going to make the
money... I would leg into
FSLR here. The stock has
come down a lot and I would
start buying.
|
|
 |
WFR |
73.32 |
73.32 |
MEMC Electronic Materials
Inc. (WFR)
See FSLR comments above for:
WFR
|
|
 |
PCU |
86.09 |
87.99 |
Southern Copper Corp. (PCU)
PCU - No, no. I
don't think - because of the
regulatory environment in Latin
America - I do not believe it is
a takeover target. I do
believe it is dirt cheap.
However, everyone's turned on
copper here. Witness the
fact that I've been digging in
my heels on
Freeport-McMoRan (FCX*)
for
my charitable trust, and it has
not made me any money... I
am not going to make a big bet
on copper here, even though I
think China's strong, and
housing could come back in this
country, I just think it's dead
money. It's dead money
right now. Don't buy,
don't buy. I don't want
you to buy PCU.
|
|
 |
NOC |
78.30 |
78.72 |
Northrop Grumman (NOC)
NOC - I would not
speculate on this (U.S. Air
Force) contract either way.
I would own NOC. We had
Dr. Sugar (CEO) on last week...
I thought he told a compelling
story. It's got great cash
flow. It's terrific.
I also like
Boeing (BA),
but I like BA off of commercial,
not military... I would buy both
of those stocks. They're
down big, and I think the
economy's going to come back,
and that's going to help BA...
worldwide economy... and I think
that NOC is generating just too
much cash flow to stay down
here. I recommended it
when I was at USC about four
months ago, and I reiterate my
buy recommendation right here.
|
|
 |
BA |
77.60 |
78.57 |
Boeing (BA)
See NOC comments above for:
BA
|
|
 |
CLWR |
12.45 |
12.38 |
Clearwire Corporation (CLWR)
CLWR - No. Too
speculative. We did have a
good trade. We went into
CLWR. We doubled down at
$15. It got to the
mid-$20s, and we pulled the
trigger (to sell) and we have
never looked back. I don't
like CLWR. I don't like
WiMax here. I just think
it's too hard.
|
|
 |
T |
36.40 |
36.70 |
AT&T Inc. (T)
T - Okay, now let's
make this really clear...
Because there was a dispute
about how well they were really
doing, and everyone has just
decided... there was a downgrade
last week... even though they
did an in-line quarter... for
what they got at the beginning
of January, let alone December.
I feel very strongly that T and
Verizon
(VZ)
should be bought. As a
matter of fact, I have been
telling people - and I said it
this weekend - that T, when it
was below $35, may have been the
single-best buy of this market,
because you get that good yield.
T's business is good...
it's wireless business is really
excellent. I want to pull
the trigger at $35. Let it
come in a little. And, by
the way, I was on the VZ call,
and Ivan did a good job. I
don't get that. That stock
was down a buck at one time.
There's too much negativity for
VZ and T. Not enough
negativity for
Sprint (S)!
Price target to buy T:
Below $35.00
|
|
 |
VZ |
38.11 |
38.47 |
Verizon
(VZ)
See T comments above for:
VZ
|
|
 |
S |
9.97 |
10.05 |
Sprint Nextel Corp.
(S)
See T comments above for:
S
|
|
 |
ACM |
23.90 |
23.50 |
AECOM Technology Corporation
(ACM)
ACM - Remember, we
said the jury's out until the
next quarter. We didn't
like the previous quarter.
What's really going on, is that
you've got to look at the front
page of the New York Times over
the weekend (buzzer sounds)...
The front page of the New York
Times had this article about
infrastructure, and how cities
are cutting back, and it's too
costly, and they're not able to
do the projects. That is
right in ACM's bread basket, and
that's why that stock is going
down. I think they can
refute it short term, but
perception of municipalities not
being able to spend has made
that company a distinct don't
buy... even though I think it's
business is good. Let's
see what the quarter is.
|
|
 |
TXN |
30.32 |
30.44 |
| | | | |