|
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) |
|
 |
STT |
66.54 |
na |
State Street Corp. (STT)
STT - This was, I
think, kind of guilt by
association. But you know
on this show, we only like
Hudson City Bancorp (HCBK)
and JPMorgan Chase & Co (JPM)
and, sometimes, Goldman Sachs (GS*).
Every other financial is...
sell, sell, sell!
Particularly the monolines,
which we know as being
Ambac
(ABK),
MGIC Investment Corp. (MTG),
MBIA Inc. (MBI),
and
PMI Group Inc. (PMI)...
Sell, sell, sell!
|
|
 |
HCBK |
18.42 |
na |
Hudson City Bancorp (HCBK)
See STT comments above for:
HCBK
|
|
|
JPM |
45.15 |
na |
JPMorgan Chase & Co (JPM)
See STT comments above for:
JPM
|
|
|
GS* |
179.35 |
na |
Goldman Sachs (GS*)
See STT comments above for:
GS*
|
|
|
ABK |
45.15 |
na |
Ambac
(ABK)
See STT comments above for:
ABK
|
|
|
MTG |
18.42 |
na |
MGIC Investment Corp. (MTG)
See STT comments above for:
MTG
|
|
|
MBI |
45.15 |
na |
MBIA Inc. (MBI)
See STT comments above for:
MBI
|
|
|
PMI |
18.42 |
na |
PMI Group Inc.
(PMI)
See STT comments above for:
PMI
|
|
|
RMBS |
23.73 |
na |
Rambus Inc. (RMBS)
RMBS - It does have a
great graphics chip, and I do
think that's important.
And, by the way, shame on me...
No sooner do I say I don't like
the semiconductors, then
Broadcom Corp. (BRCM)
does its first good number in
six years. I think that NVIDIA Corporation (NVDA)
and RMBS both have properties
that I like, however, let me be
very clear and say this... I
can't go positive on tech, after
one day, one good number...
RMBS is up nicely. I
actually think you should be
thinking about selling a little
RMBS.
|
|
|
NVDA |
20.44 |
na |
NVIDIA Corporation (NVDA)
See RMBS comments above for:
NVDA
|
|
|
SRE |
57.50 |
na |
Sempra Energy (SRE)
SRE - This was a
company that was spun off by
Duke Energy (DUK)...
This was just a fantastic
natural gas play. Again, I
have slighted this one, along
with Questar Corp. (STR),
along with
Ultra Petroleum Corp. (UPL)...
I love this group! The
natural gas play lives, and SRE
lives with it!
|
|
|
STR |
63.03 |
na |
Questar Corp. (STR)
See SRE comments above for:
STR
|
|
|
UPL |
85.63 |
na |
Ultra Petroleum Corp. (UPL)
See SRE comments above for:
UPL
|
|
|
TIN |
11.92 |
na |
Temple-Inland Inc. (TIN)
TIN - You hold it!
This is a terrific... they've
restructured the company.
Any little lift in the economy,
TIN is going to be fabulous.
This is the company that
Carl Icahn basically restructured
and what's left is just so
cheap, I wish I owned some
myself!
|
|
|
PENN |
39.62 |
na |
Penn National Gaming (PENN)
PENN - I'm worried
that the deal for PENN won't
close. The only casino
stocks that are doing well are
the ones that are in Macau.
And that is because Macau
announced that you can't build
anymore in Macau. PENN may
not get the financing... and
that is certainly contrary to
what everybody is saying.
I am worried that you could
still lose money... Sell, sell,
sell!... It's down a lot and it
ain't done. I want you to
go.
|
|
|
BUD |
47.72 |
na |
Anheuser-Busch
Companies Inc. (BUD)
BUD - No, no, no...
It's good, but you know that we
like
Molson Coors Brewing Company
(TAP),
which is on fire, and we've been
really right on. I want
you out of BUD.
|
|
|
TAP |
56.00 |
na |
Molson Coors Brewing Company
(TAP)
See BUD comments above for:
TAP
|
|
|
ZOLT |
26.43 |
na |
Zoltek Companies Inc. (ZOLT)
ZOLT - I played
ZOLT... played it... caught the
double... left it. The
last quarter, not that good.
I do like wind power, but I'm
not going to get in behind that
one... Don't buy, don't buy.
Inconsistent player...
inconsistent. I don't have
room for it.
|
|
|
PM* |
52.00 |
na |
Philip Morris International
(PM*)
PM* - I have been
buying both
Altria (MO*)
and PM* consistently for
my charitable trust. I like
them both. PM*'s got more
growth and MO* has a bigger
dividend. Now let me
explain something... this is
important. I have been
criticized beyond belief in
email for being an idiot for
sticking with these two.
And, just today, PM* reported
one of the most beautiful
quarters... and I was thinking,
c'mon guys... now email me and
say you're sorry!
|
|
|
MO* |
22.30 |
na |
Altria (MO*)
See PM* comments above for:
MO*
|
|
|
FCTR |
29.98 |
na |
First Charter Corp. (FCTR)
FCTR - To me, there's
no real edge to it. It's
consulting. I'm not real
crazy about it. I frankly
think that, uh... You
know, it's not a bad company...
I see no reason to own the
financials other than
Hudson City Bancorp (HCBK)
and JPMorgan Chase & Co (JPM)
and I am warming up to the
insurers after that huge
Safeco Corp. (SAF)
by Liberty Mutual... Let's
look at
Chubb (CB)...
|
|
|
CB |
51.26 |
na |
Chubb (CB)
See FCTR comments above for:
CB
|
|
|
TRN |
27.24 |
na |
Trinity Industries Inc. (TRN)
TRN - No, no, no...
We had Michael Ward yesterday,
who's the CEO of
CSX Corp. (CSX),
which delivered a monster
quarter...
(buzzer sounds)... He's made us
more money than anybody.
His stock has beaten 90% of the
S&P 500... and, yet, there's a
fight to get rid of him by some
moron hedge fund, which is just
ridiculous! I feel that
the railcar business is not a
good business. Now,
Michael said good things about
needing more railcars, but we
looked at TRN to try to make
money, and we couldn't do it, so
we said thumbs down to TRN.
But thumbs up to CSX...
|
|
|
CSX |
59.36 |
na |
CSX Corp. (CSX)
See TRN comments for:
CSX
|
|
|
MCF |
77.81
|
na |
Contango Oil & Gas Co. (MCF)
MCF - You've got a
winner. MCF is good...
I like natural gas stocks a lot.
|
|
|
|
|
|
[
end of lightning round ] |
