|
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) |
|
 |
BMY |
22.09 |
na |
Bristol-Myers Squibb Co.
(BMY)
BMY - I hate to
recommend a stock solely because
of the yield, the potential
upside... but BMY has got good
yield and I think it's very
good. I do not like BMY as
much as I like Merck (MRK),
which has a really great
pipeline, and is down
ridiculously on Vytorin and
Zetia... I think you buy MRK
over BMY.
|
|
|
MRK |
41.71 |
na |
Merck (MRK)
See BMY comments above for:
MRK
|
|
 |
GCI |
28.59 |
na |
Gannett Co., Inc. (GCI)
GCI - I struggle and
struggle and struggle for a
reason to recommend GCI. I
don't like print. I'm
telling people to sell GCI.
Sell the New York Times
Company (NYT)
stock... sell
McClatchy Co. (MNI)
in particular... and I
told all the people that I know
at Tribune that they should try
to get out of that buyout that
Sam Zell got them into...
I like GCI so much as a company,
but I can't recommend the stock,
because there is no catalyst
whatsoever. I say stay
away.
|
|
 |
NYT |
35.83 |
na |
The New York Times Company
(NYT)
See GCI comments above for;
Z
|
|
|
MNI |
13.50 |
na |
McClatchy Co. (MNI)
See GCI comments above for;
Z
|
|
|
Q |
4.65 |
na |
Qwest (Q)
Q - I've been watching
the stock, because the yield's
gone up but, if you remember, we
had Dick Notebart (CEO) on when
the stock was like at $7... and,
when he retired, I said that was
it. When Dick Notebart
left, I said that was the end of
that stock. I've got a lot
of better yielders. I'd
rather see you own
Verizon
(VZ*)
at 4-5% yield, than I would see
you in Q with a higher yield.
It's safer.
|
|
|
|
|
VZ* |
35.83 |
na |
Verizon
(VZ*)
See Q comments above for:
VZ*
|
|
|
TXCO |
13.50 |
na |
TXCO Resources, Inc. (TXCO)
TXCO - I think it's a
good company, but you know I
like the majors... You know that
I own
XTO Energy Inc. (XTO*)
for
my charitable trust... You know I
think the world of
Apache Corp. (APA)
and
Anadarko Petroleum
(APC)
and I like
Chesapeake Energy Corp. (CHK)
very much, and I could on with
Devon Energy (DVN)
and I like
Southwestern Energy Co.
(SWN)
better than yours, so I like all
those ahead of your play, but
your play is fine.
|
|
|
XTO* |
63.55 |
na |
XTO Energy Inc. (XTO*)
See TXCO comments above for:
XTO*
|
|
|
APA |
134.26 |
na |
Apache Corp. (APA)
See TXCO comments above for:
APA
|
|
|
APC |
65.14 |
na |
Anadarko Petroleum
(APC)
See TXCO comments above for:
APC
|
|
|
CHK |
49.00 |
na |
Chesapeake Energy Corp. (CHK)
See TXCO comments above for:
CHK
|
|
|
DVN |
111.69 |
na |
Devon Energy (DVN)
See TXCO comments above for:
DVN
|
|
|
SWN |
37.90 |
na |
Southwestern Energy Co.
(SWN)
See TXCO comments above for:
SWN
|
|
|
YHOO |
28.59 |
na |
Yahoo! Inc. (YHOO)
YHOO - YHOO is already
done. There's probably a
point or two upside. I
read all of these articles.
I don't trust any of them... I
think the deal is done.
You're not going to get more
than $31-32...
Ix-nay on YHOO...
|
|
|
|
|
|
|
|
|
MIC |
30.24 |
na |
Macquarie Infrastructure Co.
(MIC)
MIC - No... and I have
been negative on that, and then
the Australian papers trashed
me... I don't trust the
Australian complex that is
MIC...
|
|
|
PZE |
11.93 |
na |
Petrobras Energia (PZE)
PZE - I can tell
you that it's often confused
with the one that I like, which
is Petroleo Brasileiro (PBR).
I like PBR, along with my
favorite manager,
Heebner, who comes out the
best (fund manager) in this
book,
Stay Mad For Life...
I think that PBR is your play
for Brazilian oil.
|
|
|
PBR |
115.17 |
na |
Petroleo Brasileiro (PBR)
See PZE comments for:
PBR
|
|
|
NVDA |
19.88 |
na |
NVIDIA Corporation (NVDA)
NVDA - I'm going to
tell you that I don't like that
stock one bit...
(buzzer sounds)... Sell, sell,
sell... I've been negative on
NVDA and
SanDisk Corp. (SNDK)
for actually for like a year...
No, NVDA is no good...
|
|
|
SNDK |
26.72 |
na |
SanDisk Corp. (SNDK)
See NVDA comments above for:
SNDK
|
|
|
BAM |
28.10 |
na |
Brookfield Asset Management
Inc. (BAM)
BAM - One of my worst
picks, because I believed that
that is the next
Warren Buffett...
The Canadian papers have been
all over me like a cheap
Canadian suit, saying that I
blew this one... I've got to
tell you... I want to stick by
it... but it needs financing...
Don't buy, don't buy... It's
like a private equity firm, and
I should have realized it... I
should have disliked BAM and I
didn't.
|
|
|
ABK |
5.27 |
na |
Ambac
(ABK)
ABK - All right, let
me be very specific about ABK...
This is a company... sell, sell,
sell... that I have disliked for
maybe 35-40 points... and I am
adamant that it is still a sale,
along with
MBIA Inc. (MBI),
PMI Group Inc. (PMI)
and
MGIC Investment Corp. (MTG)
and
Radian Group Inc. (RDN)...
Those are all in this insurance
business. The only one
that I could really, really,
really get my arms around... No,
you know what... I'm not going
to recommend any in that group.
That group is just awful.
Stay away from ABK.
|
|
|
MBI |
11.89 |
na |
MBIA Inc. (MBI)
See ABK comments above for:
MBI
|
|
|
PMI |
5.50 |
na |
PMI Group Inc. (PMI)
See ABK comments above for:
PMI
|
|
|
MTG |
10.89 |
na |
MGIC Investment Corp. (MTG)
See ABK comments above for:
MTG
|
|
|
RDN |
