|
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) |
|
 |
MEOH |
27.39 |
na |
Methanex Corp. (MEOH)
MEOH - You know, I've
got to tell you, this stock has
been cheap for so long, I don't
know what to say...
Honestly, it's been so cheap,
bit it's like Georgia Gulf
(GGC)...
No, it's better than GGC...GGC
is really a disaster... I don't
know... I can't get behind it.
I'm still struggling with
getting behind
PPG Industries (PPG)...
This chemical group is a
conundrum... So let's do
this... Let's just go with
DuPont (DD)...
now under $50, with an
ag play... And let's go with
Dow Chemical (DOW),
which we recommended at $37, and
I reiterate here and is doing
everything right. That's
my take... Sorry, I'm not
going to go out (on a limb) with
the MEOH.
|
|
|
GGC |
4.49 |
na |
Georgia Gulf (GGC)
See MEOH comments above for:
GGC
|
|
|
PPG |
62.76 |
na |
PPG Industries (PPG)
See MEOH comments above for:
PPG
|
|
 |
DD |
48.54 |
na |
DuPont (DD)
See MEOH comments above for:
DD
|
|
|
DOW |
40.69 |
na |
Dow Chemical Co. (DOW)
See MEOH comments above for:
DOW
|
|
|
SYNA |
36.88 |
na |
Synaptics Inc. (SYNA)
SYNA - Oh
touchscreen... touchscreen
stuff... I am not a fan of that
kind of technology... I think
it's too commodity... don't buy,
don't buy... I'm giving
you a don't buy on that...
|
|
|
DM |
17.34 |
na |
Dolan Media Company (DM)
DM - Oh, we had this
before... This is
specialized business
publications... I liked it
when it came public. I
spoke positively about it, but
now... (bear sound)... Anything
media... anything media is
no-go... and any strength in
media is a sell. And, by
the way,
Disney (DIS)
is not a media company.
It's a proprietary business
entertainment company, so I'm
not lumping it in... And, may I
just say for the record... Bob
Igor (CEO of DIS).... great
quarter.
|
|
|
DIS |
34.70 |
na |
Walt Disney Co. (DIS)
See DM comments above for:
DIS
|
|
|
TSO |
24.68 |
na |
Tesoro Corporation (TSO)
TSO - No, no, no...
we're not recommending any
refinery stocks here, including
Valero (VLO)
or
Western Refining
(WNR).
This business has terrible
margins. The margins were
good for about three years, and
then that's all over... These
companies are being squeezed...
When you see oil going up, it's
not even good for them. I
don't want any refining stocks..
sell, sell, sell... If you
insist on owning a refining
company, may I suggest you buy
Marathon Oil (MRO),
which has refining and oil
properties... One of the reasons
why it's the year of natural
gas, and we like natural gas so
much is because they don't have
any refining!
|
|
|
|
|
MRO |
52.06 |
na |
Marathon Oil Corp. (MRO)
See TSO comments above for:
MRO
|
|
|
VLO |
47.61 |
na |
Valero Energy Corp. (VLO)
See TSO comments above for:
VLO
|
|
|
WNR |
10.20 |
na |
Western Refining Inc.
(WNR)
See TSO comments above for:
WNR
|
|
|
SIRI |
2.80 |
na |
Sirius Satellite Radio
Inc. (SIRI)
SIRI - There are going
to be some earnings soon, but
let me just tell you
something... I have had
it! I want everyone to go
to the FCC's website, and that
meeting, and say, enough!...
It's an outrage! My take
is SIRI should be bought!
I've been sticking with that the
whole way! There's only
one government organization
standing in between what 18
million consumers want.
What are they doing? What
is this? Is this some sort
of top secret thing that has to
be blocked? I don't get
it!...
|
|
|
WWE |
16.30 |
na |
World Wrestling Entertainment
(WWE)
WWE - I was concerned
when I saw the quarter... until
I saw the replay of
Fast Money... Now,
here's the deal... Linda McMahon
(CEO) came on and told a great
story. The New York Times
pants-ed them by saying that they boosted the
dividend to enrich themselves...
wrong! They boosted the
dividend for everybody but
themselves. The number was
fine. The yield is 8%.
After listening to Linda, and
listening to what Macke said
about it... he's a good judge of
things... I say it's two thumbs
up again, WWE... I think
she came on the show to
straighten things out, and she
did... Fast Money rocks
and so does WWE...
|
|
|
AKAM |
36.31 |
na |
Akamai Technologies Inc.
(AKAM)
AKAM - Good
quarter, AKAM... It speeds
up the web, but I don't get
it... You know what?
We know that old technology,
which is part of AKAM, doesn't
work, including our friend...
Cisco
(CSCO).
What we like is new technology,
which includes
Eaton (ETN)
and
Parker Hannifin (PH)...
(buzzer sounds)... No. I
think you should take profits in
AKAM... Sell, sell,
sell... But you know I don't
like tech... I like
Intel (INTC),
off of
Advanced Micro Devices
(AMD)'s
falling apart... I like
Apple (AAPL),
with the
Synchronoss (SNCR)
news today, about the start-ups
in
iPhones... I say buy
that one... I like Research
In Motion (RIMM),
but I'm not pounding the
table... I like new
tech... I'd rather own ETN and
PH... I'd rather own
Harsco (HSC)...
I'd rather own
Joy Global (JOYG)
on this decline... Those
are my favorites...
|
|
|
ETN |
85.80 |
na |
Eaton Corp. (ETN)
See AKAM comments above for:
ETN
|
|
|
PH |
80.44 |
na |
Parker Hannifin (PH)
See AKAM comments above for:
PH
|
|
|
CSCO |
25.78 |
na |
Cisco
(CSCO)
See AKAM comments above for:
CSCO
|
|
|
INTC |
23.17 |
na |
Intel (INTC)
See AKAM comments above for:
INTC
|
|
|
AAPL |
182.59 |
na |
Apple Inc. (AAPL)
See AKAM comments above for:
AAPL
|
|
|
RIMM |
129.98 |
na |
Research
In Motion (RIMM)
See AKAM comments above for:
RIMM
|
|
|
HSC |
60.87 |
na |
Harsco Corp. (HSC)
See AKAM comments above for:
HSC
|
|
|
JOYG |
75.67 |
na |
Joy Global (JOYG)
See AKAM comments above for:
JOYG
|
|
|
OKS |
60.26 |
na |
ONEOK Partners, L.P. (OKS)
OKS - I've always
liked OKS... that's a good
situation. A nice
conservative name... By the way,
while I like
Kinder Morgan Energy Partners
(KMP),
I like
Enterprise Products Partners (EPD)
too, and that was when I liked
it at $28, and it went to $34.
I love those stocks and I like
the yield... I'm amorous
with them...
|
|
|
KMP |
59.85 |
na |
Kinder Morgan Energy Partners
|
