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Monday, 02/04/08
Posted 02/04/08, 11:21
pm ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Monday, 02/04/08 |
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Dow Jones: |
12,635 |
-
108 |
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NASDAQ: |
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2,382 |
- 30 |
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S&P 500: |
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1,380 |
- 14 |
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Stock Snapshots - Includes
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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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AEO |
21.88 |
21.52 |
American Eagle Outfitters Inc.
(AEO)
AEO - Look, I like
retail. The stocks started
pulling back. Remember,
there was big insider buying.
I went to the store this
weekend, to see how it looks...
I love the look at retail.
I would buy AEO, under $21.
Price target to buy: Under
$21.00
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VCLK |
23.06 |
22.75 |
ValueClick Inc. (VCLK)
VCLK - We know that
the screw up I made on VCLK is
that I thought they would have
finished this investigation...
this FTC investigation... They
would have been done, they would
have been cleared, everything
was fine... We didn't get
that. It started really
impacting their earnings.
I started recommending a stock
that has suspect earnings, as a
takeover target, which is why it
went down. I really
thought that the government
would see through this, and get
this thing done... It's like the
Sirius (SIRI)/XM (XMSR)
merger... It's never completed.
That said, I think it's a
logical takeover target.
And, particularly, we all know
how much the web means to all
the players... particularly,
Mister Softee (i.e.,
Microsoft (MSFT),
which loved the aQuantive deal.
Look for
Yahoo! (YHOO),
if they don't merge it, to buy
these guys. Someone wants
VCLK.
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WB |
35.53 |
34.78 |
Wachovia Corp. (WB)
WB - I thought that WB
was slammed today. A bunch
of guys took it to a sell.
It's down $3, and let me just
say... right now... right now, I
would
pull the
trigger on WB. They're going
to make it, they're going to
prosper... I went through
their conference call with a
fine-toothed comb. They
have taken Golden West's very
good standards in California,
and upped them. And those
who think WB is going to have a
real hard time here, or is going
to end up (flatlining sound)...
you are wrong! Those WB
guys are good guys. At
$35, let's buy, buy, buy...
Price target to buy:
$35.00
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SWIR |
16.80 |
16.40 |
Sierra Wireless Inc. (SWIR)
SWIR - I was negative
on these guys, and I got this
wrong. This is one of the
few companies that has wireless
equipment, that is actually
smokin'... By the way, so
is Skyworks (SWKS),
so there's a two-fer. I
like your pick. And I
don't tend to like tech right
here. Everybody knows,
I've gotten very neutral on
tech, but I will stand by your
pick.
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SWKS |
8.14 |
8.03 |
Skyworks Solutions Inc. (SWKS)
See SWIR comments above for:
SWKS
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WTR |
20.55 |
20.26 |
Aqua America Inc. (WTR)
WTR - It's a very
tough call... a very tough call,
because we like the management.
It looks like the stock's trying
to put in a serious bottom.
But here's the issue... In
the end, they have to buy
companies with their own common
stock. I don't like
companies that continually issue
stock over and over again, to do
what's known as 'rollups'...
It hasn't been a great strategy
for me. I got too bullish
on WTR. I hurt people.
My bad. And I've been
saying ever since then, don't
buy... Don't buy, don't buy...
I got people out about 15% ago.
I like that.
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TEX |
59.52 |
58.58 |
Terex Corp. (TEX)
TEX - I thought it was
a great move (buying ASV) by
TEX. The market liked it
too. We recommended TEX 4
points ago. If TEX comes
in at all, let's
pull the
trigger immediately. That is
the cheapest of the group, and I
think that that one has... That
obviously has much less
residential construction
exposure than any of the other
equipment companies, other than
Manitowoc (MTW),
which has got big commercial...
I like that.
I'm also working on Joy
Global (JOYG),
by the way, because I think that
could be making a comeback...
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TWX |
15.84 |
15.70 |
Time Warner Inc. (TWX)
TWX - Man, that is
really a tough one, I've got to
tell you. Let me just
say... Remember, at the
beginning of the show, it's not
about friends, it's about
money... I probably have more
friends at TWX, than I have at
almost any publicly-traded
company, and I love those guys.
Do you know that everything they
put out, in terms of magazines,
newspapers, movies... is just
superb. HBO is superb...
AOL, I don't really care for,
but I believe that Bewkes (CEO)
can fix it. Cable, I think
that
Verizon
(VZ)'s
coming in, but still, I can't
think of a reason to buy the
stock. I just can't...
Don't buy, don't buy... At
$15, I don't have any reason.
I see no catalyst. I feel
the same with Brian Roberts (CEO
of CMCSA) and
Comcast (CMCSA)
and Burke (COO of CMCSA)...
These guys, they're all great
managers, but the business is so
challenged, that I will refer
you only to
Disney (DIS)
in that group. DIS...
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CMCSA |
18.16 |
17.52 |
Comcast (CMCSA)
See TWX comments above for:
CMCSA
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DIS |
30.90 |
30.99 |
Walt Disney Co. (DIS)
See TWX comments above for:
DIS
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ISLE |
11.39 |
11.20 |
Isle of Capri Casinos Inc.
(ISLE)
ISLE - I'm trying to
remember where I read the piece
this morning... it might of been
in the Wall Street Journal... It
just talked about the overall
saturation of casinos... And
everybody now knows what I know.
Las Vegas Sands (LVS)
reported a number... no one
seems to like it, although the
stock's starting to come back.
My take is that you're just not
going to make a lot of money in
the casino stocks right here.
Don't buy, don't buy... Now,
maybe you should take me with a
grain of salt... I sold
International Game Technology
(IGT)
three points ago for
my charitable trust... because I
thought that LVS and
Wynn (WYNN)
had peaked. It didn't
matter (buzzer sounds)... that
they had peaked. I'm
basically telling you that I
don't like the casino business
anymore... I obviously don't
like it at Harrah's either...
and I don't want to touch that
stock.
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LVS |
81.45 |
84.74 |
Las Vegas Sands (LVS)
See ISLE comments above for:
LVS
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WYNN |
111.47 |
115.28 |
Wynn (WYNN)
See ISLE comments above for:
WYNN
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CERN |
48.73 |
47.62 |
Cerner Corp. (CERN)
CERN - This is that
medical records play
that I recommended early on in
the show, and it promptly
cut my head off... and I have
never gone back, and I am proud
that I never went back, because
it just keeps going down.
I do not like the medical
records business anymore.
I do like managed care, but I
don't like medical records.
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WLP |
78.80 |
77.90 |
WellPoint Inc. (WLP)
WLP - I like WLP.
I happen to like HUM more than
WLP. I like HUM, then WLP,
then CIGNA Corp. (CI),
then
Aetna Inc. (AET)...
I happen to like HUM more than
WLP. I like HUM, then WLP,
and then CI, and then AET,
because that's the pecking order
of really well-run companies.
I think WLP is a buy here, and I
also think that managed care
does very well in the last year
of President Bush's budget.
So, I would stick with WLP...
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HUM |
78.98 |
79.57 |
Humana Inc. (HUM)
See WLP comments above for:
HUM
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CI |
49.49 |
48.89 |
CIGNA Corp. (CI)
See WLP comments above for:
CI
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AET |
53.23 |
52.41 |
Aetna Inc. (AET)
See WLP comments above for:
AET
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[
end of lightning round ]
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Go to the CLOSING 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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Jim Cramer's past comments
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Fast Money Recap - Trades
for next day...
Compare these picks to Jim's
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Important disclaimer: This site is
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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
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and reading the text of the
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on this site should not be used to
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cannot be guaranteed. Please
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