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Tuesday, 04/22/08
Posted 04/23/08, 7:51
am ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Tuesday, 04/22/08 |
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Dow Jones: |
12,720 |
- 104 |
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NASDAQ: |
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2,376 |
- 31 |
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S&P 500: |
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1,375 |
- 12 |
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Stock Snapshots - Includes
all stocks from callers'
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segment, you can
see Jim's Closing
Segment picks
here...
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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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SHLD* |
96.52 |
na |
Sears (SHLD*)
SHLD* - You know
that I stopped recommending the
stock, and I own a piece of it
for
my charitable trust... I am
not recommending the stock
because this is the single worst
environment to own SHLD*,
okay... As it is for Lowe's (LOW)...
As it is for
Macy's
(M)...
As it is for J. C. Penney (JCP)...
As it is for Kohl's (KSS)...
As it is for Talbots (TLB)...
As it is for Apollo Group Inc. (APOL),
which owns Linens 'n Things...
In other words, this is a really
bad group to own, with the
exception of Costco (COST),
which you know we like... and we
like
TJX (TJX)...
we think that's a good one...
and we like Wal-Mart (WMT)
and we like Urban Outfitters (URBN)...
and we also like J. Crew Group (JCG)
because we bumped into Mickey
Drexler (CEO) for a cup of
coffee this morning and he's a
good man... but that's not
enough reason to buy the
stock... Now, here's
what I think... I think,
ultimately, you do not want to
buy SHLD* until after you see
this horrible quarter.
Once we have the horrible
quarter, maybe I'll give an all
clear, but I am not giving you
an all clear now for SHLD*...
I didn't even go into it about
Eddie (Lampert, CEO)... but
whatever... who's my old
friend from Goldman Sachs...
I just don't think the company
is doing well, plain and simple.
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LOW |
24.32 |
na |
Lowe's (LOW)
See SHLD* comments above
for:
LOW
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M |
23.33 |
na |
Macy's
(M)
See SHLD* comments above
for:
M
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JCP |
39.86 |
na |
J. C. Penney (JCP)
See SHLD* comments above
for:
JCP
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KSS |
46.09 |
na |
Kohl's (KSS)
See SHLD* comments above
for:
KSS
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TLB |
7.43 |
na |
Talbots (TLB)
See SHLD* comments above
for:
TLB
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APOL |
46.02 |
na |
Apollo Group Inc. (APOL)
See SHLD* comments above
for:
APOL
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COST |
68.08 |
na |
Costco (COST)
See SHLD* comments above
for:
COST
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TJX |
31.49 |
na |
TJX (TJX)
See SHLD* comments above
for:
TJX
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WMT |
56.55 |
na |
Wal-Mart (WMT)
See SHLD* comments above
for:
WMT
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URBN |
31.72 |
na |
Urban Outfitters (URBN)
See SHLD* comments above
for:
URBN
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AAPL |
160.20 |
na |
Apple (AAPL)
AAPL - All right, here's
my stature on AAPL, since the
beginning of the year, is to be
a buyer of AAPL. Why?
Because, literally, this
conversation product... This
reminds me very much of iPods,
when my youngest daughter asked
me for a second iPod, because
it's more of a fashion
accessory.... This new Apple
Macintosh, with the Conversation
iChat is the most revolutionary
thing, and no one over the age
of 35 has a clue about it...
but anyone with teenagers knows
that this is on fire, and no one
is going to use any other...
This will be the only... this is
the defacto computer...
Okay, that's all the good news.
The bad news is that the stock
has run. This market seems
to be set up right now to be
able to sell on good news for a
couple of days. Why not do
this... the worst that happens
is you pay up to buy a little
AAPL, because it's up.
I don't want you to buy it ahead
of the quarter. That would
now be - after the 30-point move
- to be a little silly.
But, if you have to, why don't
you buy a quarter of it (your
core position)... buy a
quarter of it... If it
goes up, the worst that happens
is you make a quick 10 points.
There's my soliloquy on Apple.
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EXM |
43.08 |
na |
Excel Maritime (EXM)
EXM - Remember, no one
ever got poor taking a profit.
Why don't we do a little
schnitzel... and take some
off the table. Remember,
I've been recommending
Frontline Ltd. (FRO)...
that's been up too.
This whole bulk shipping
business is coming back, because
the world is actually doing
little bit better. I like
FRO. I want to take a
little schnitzel off of EXM, but
then let the rest run... they've
still got very good yields.
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FRO |
55.10 |
na |
Frontline Ltd. (FRO)
See EXM comments above for:
FRO
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XOM |
94.39 |
na |
Exxon Mobil (XOM)
XOM - I think XOM is
at a 52-week high, as of today.
There's nothing the matter with
taking a little profit in XOM.
However, it's hard for me to
find oils that I like more than
XOM, with the exception of
ConocoPhillips (COP*)
and, perhaps,
Occidental Petroleum Corp.
(OXY)...
And, by the way, if McCain wins,
I think that this is just THE
stock to own... But, you
know what? If you have
more than 20% of your holdings
in XOM or any other stock, right
now... I want to sell, sell,
sell... because that means you
be undiversified. That
said, XOM is pretty hard to
beat.
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COP* |
84.89 |
na |
ConocoPhillips (COP*)
See XOM comments above for:
COP*
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OXY |
86.06 |
na |
Occidental Petroleum Corp.
(OXY)
See XOM comments above for:
OXY
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CNX |
85.00 |
na |
CONSOL Energy Inc. (CNX)
CNX - (going from $80
to $120)... That would not shock
me... You've got to go and
listen to Steven Lear talk on
yesterday's
Arch Coal Inc. (ACI)
conference call.
There was an explosion in
pricing in coal, at the
beginning of the year, in
January. Now, I do not
know how much of CNX's coal
business was locked in, but I
know that ACI didn't have a lot
locked in, and the
re-adjustments for coal are
extraordinary. You've got
a winner. That stock was
down $3 today. You know
what? I typically don't do
this, but I would
pull the trigger right here, down
$3. That's my level of
conviction for coal. I
think one of the things that's
really amazing about coal is
that's got both bituminous, and
the really clean stuff... and
metallurgical... are on fire...
That's great for your stock.
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BRCM |
23.55 |
na |
Broadcom Corp. (BRCM)
BRCM - Hey skip...
listen to me... you're lucky.
I didn't like TXN - sell, sell,
sell... and I don't like BRCM.
I don't like the semiconductors,
other than
Intel (INTC).
Why is that? Because
they're up against
Advanced Micro Devices Inc.
(AMD),
and AMD is a faltering company.
You can have every other
semiconductor I'm selling to
you... and every other
semiconductor company I'm
selling to you... sell, sell,
sell... with the exception of
Applied Materials (AMAT),
because of that buildout of
solar.
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INTC |
21.99 |
na |
Intel (INTC)
See BRCM comments above for:
INTC
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TXN |
28.82 |
na |
Texas Instruments (TXN)
See BRCM comments above for:
TXN
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AMAT |
18.40 |
na |
Applied Materials (AMAT)
See BRCM comments above for:
AMAT
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AMD |
5.96 |
na |
Advanced Micro Devices Inc.
(AMD)
See BRCM comments above for:
AMD
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ICO |
8.93 |
na |
International Coal Group,
Inc. (ICO)
ICO - What are you, a
worst-of-breed guy? I
mean, you came up with the one
coal company I don't like.
I can give you
Arch Coal Inc. (ACI)...
I can give you
Peabody Energy Corp. (BTU)...
I can give you
CONSOL Energy Inc. (CNX)...
and you come with that one on my
show.
Ix-nay on that one...
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KSP |
35.38 |
na |
K-SEA Transportation Partners
LP (KSP)
KSP - Very good...
large company. It does
very well in this environment.
Like
Frontline Ltd. (FRO)...
that's a good situation...
Like
Excel Maritime (EXM)...
that's a good situation...
And, remember, the world just
kind of switched once this
so-called Baltic Dry Index went
up... You're in good shape
there.
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TM |
100.56 |
na |
Toyota Motor Corp. (TM)
TM - No. One of
the worst moves I've made, other
than picking that dog gone
NYSE Euronext, Inc. (NYX*),
was to recommend TM.
Fortunately, I got out of TM...
unfortunately, I wasn't able to
get out of the NYX*.
TM... in the end, look... you
can't be in the auto business.
I've been seeing
Ford (F)
go up. I'm not oblivious
to that... But TM, no...
No auto company... And, by the
way, while I'm at it... No auto
company gets recommended here,
and no airline company... and
there hasn't been a single
airline company - other than a
quick trade that I did in
Continental
(CAL)
- that I did since this show
began. And I'm
reiterating, no airline company
and no auto company...
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DUK |
18.08 |
na |
Duke Energy (DUK)
DUK - You know, DUK is
just a steady, good company.
Really, really very
well-managed. I like
Consolidated Edison Inc.
(ED)
more. It has a little bit
better yield. But DUK's
got a better growth. A
consistent, terrific company.
It's a really good company to
own, as part of a diversified
portfolio, where you need a
little yield. DUK is
good...
(buzzer sounds)...
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ED |
41.17 |
na |
Consolidated Edison Inc.
(ED)
See DUK comments above for:
ED
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HERO |
28.27 |
na |
Hercules Offshore, Inc.
(HERO)
HERO - Not my
favorite. By the way, can
I just tell you that I think Nabors (NBR)
is back. You know I like
Transocean Inc. (RIG)...
Schlumberger (SLB),
that was a monster-good
quarter... and
Halliburton Company (HAL)
good. How about those
four? Do I have to give
you any more? No...
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NBR |
37.90 |
na |
Nabors (NBR)
See HERO comments above for:
NBR
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RIG |
158.11 |
na |
Transocean Inc. (RIG)
See HERO comments above for:
RIG
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SLB |
105.91 |
na |
Schlumberger (SLB)
See HERO comments above for:
SLB
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HAL |
47.98 |
na |
Halliburton Company (HAL)
See HERO comments above for:
HAL
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PKD |
7.84 |
na |
Parker Drilling Co. (PKD)
PKD - PKD is a stock
that I had fortunately sworn off
of for a long time. It
looks like it's coming alive
with pleasure... But I do
not like it... it is not
best-of-breed. Again,
Schlumberger (SLB)
is good,
Halliburton (HAL)
is good,
Nabors (NBR)
is good,
Transocean (RIG)
is good. Those are the
only four drillers you need.
I don't mind
Baker Hughes Inc. (BHI),
but I am not going to go down to
the
Hercules Offshore, Inc.
(HERO),
and I'm not going to go with the
PKD... I've got the
winners. Stick with the
winners.
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T |
37.81 |
na |
AT&T (T)
T - Monster quarter.
Randall Stevenson (CEO) is
delivering. I hope Ivan
Siedenburg (CEO of
Verizon
(VZ*)
like Randall did. That was
a terrific, terrific quarter.
That stock deserves to trade at
$40. It's still got a good
yield. I remain bullish on
T. By the way, the
iPhone
is doing really well.
That's one reason to buy it...
by the way, text messaging...
there's a show (American
Idol)... a lot of people watch
it...
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[
end of lightning round ] |
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After this segment,
you can see Jim's
Closing Segment picks
here...
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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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FastMoneyRecap:
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Jim Cramer's past comments
about those stocks.
Fast Money Recap - Trades
for next day...
Compare these picks to Jim's
comments for the same
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