|
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) |
|
 |
OII |
78.67 |
79.41 |
Oceaneering International,
Inc. (OII)
OII - I think
Oceaneering is the secret to
being able to drill deep... they
had a fabulous business after
Katrina, that's where I first
learned it... Secondly, I saw it
from Investor's Business
Daily... I'd like to buy that
stock on any dip... As I do and
the same thing with
FMC Technologies (FTI)...
You have a winner! You have a
winner with OII... May I throw
in a third besides FMC and
OII?... I'm throwing in
Core Labs (CLB)?
These are all core growth
positions, and when I talk about
how we have the greatest oil
technology in the world, I am
speaking of OII... And I am
speaking of "let our drilling
begin"...
|
|
|
FTI |
76.38 |
76.83 |
FMC Technologies, Inc. (FTI)
See OII comments above for:
FTI
|
|
|
CLB |
141.02 |
140.12 |
Core Laboratories NV (CLB)
See OII comments above for:
CLB
|
|
 |
CALM |
30.91 |
31.00 |
Cal-Maine Foods Inc. (CALM)
CALM - I don't think
so... No, I don't like it...
Most anything in the Food Group
I don't like... Now this is an
egg play... and we know that egg
is the only place to get really
good protein... but it's a
commodity play... no thanks...
the only food company that I'm
really pressuring to go higher
here is
Heinz (HNZ)
because they already made their
quarter... everybody else is a
suspect.
|
|
|
HNZ |
50.39 |
50.48 |
Heinz (HNZ)
See CALM comments above for:
HNZ
|
|
|
|
|
|
|
|
|
HNI |
20.69 |
20.83 |
HNI Corp. (HNI)
HNI - Yes, but
remember this is still a
furniture play it's Hon. like
Herman Miller... I can't get
behind a furniture play... I
can't get behind a cabinet play
like Basco... I'm having a hard
time getting behind a faucet
play by Fortune Brass...
Everything in a house is
ix-nay right here. I want you to be
careful with HNI... I don't like
it... I don't like it.
|
|
|
TER |
11.70 |
11.84 |
Teradyne Inc. (TER)
TER -
Semiconductor equipment... I
cannot be bullish on that...I
will throw in that I don't like
LAM Research Corp. (LRCX)...
I don't like
KLA-Tencor Corp. (KLAC)...
I don't like Seimer(?)... I
don't like that group... Wall
Street is always trying to get
behind that group... Wall Street
is so bullish in that group...
Wall Street is wrong! I
like
Applied Materials (AMAT)
only because they have a solar
division... that's the only one
in that whole segment that I'm
willing to endorse. TER... well
I do like Agilent (A)...when
it comes to semi-conductor test
equipment.
|
|
|
LRCX |
38.21 |
38.37 |
LAM Research Corp. (LRCX)
See TER comments above for:
LRCX
|
|
|
KLAC |
42.78 |
42.75 |
KLA-Tencor Corp. (KLAC)
See TER comments above for:
KLAC
|
|
|
AMAT |
20.79 |
20.68 |
Applied Materials (AMAT)
See TER comments above for:
AMAT
|
|
|
A |
37.35 |
37.35 |
Agilent Technologies Inc.
(A)
See TER comments above for:
A
|
|
|
ALD |
16.88 |
16.91 |
Allied Capital Corporation
(ALD)
ALD - Oh, jeez...you
know... when you touch a stock
like ALD, you are dealing with
one of the most risky securities
in the world. You got everything
going against you. Think about
what you got, okay?...You have
mezzanine financing of debt that
you don't even know how the
companies are doing even though
you've got established
management, it is still a
financial... you know I am not
recommending any financials on
this show with the possible
exception of
US Bancorp (USB)...
maybe
Wells Fargo (WFC)...
but don't pin me down on that...
Yours is still not too late to
sell... And you know what?... a
lot of the journalists have been
after this one for a long time
and I think they're going to be
right. Sell, sell, sell!
|
|
|
|
|
USB |
31.38 |
31.60 |
US Bancorp (USB)
See ALD comments above for:
USB
|
|
|
WFC |
26.38 |
26.74 |
Wells Fargo (WFC)
See ALD comments above for:
WFC
|
|
|
AAPL |
176.84 |
178.17 |
Apple (AAPL)
AAPL - Alright, I want
you to sell three-quarters of
your position if you have not
sold any... why?... because
frankly, the trade's been done
and until we see some real
data... we got BY this thing at
$120. It got to $185... I
said sell a quarter before the
day of the
iPhone,
half the day of the iPhone, and
let the rest run. You are in
that phase right now when you're
going to give back too much
money and I don't want you to do
that... I want you to sell
three-quarters of the position.
|
|
|
ARAY |
8.47 |
8.40 |
Accuray Incorporated (ARAY)
ARAY - We don't like
ARAY... It's a poor man's
Intuitive Surgical (ISRG)...
and by the way, we don't like
ISRG either... That stock ran
too much...
(buzzer sounds)...
Hey, I'm cracking the whip...
sell, sell, sell.
|
|
|
ISRG |
280.50 |
280.35 |
Intuitive Surgical Inc. (ISRG)
See ARAY comments above for:
ISRG
|
|
|
|
|
|
|
|
|
SNE |
49.36 |
49.60 |
Sony (SNE)
SNE - Do you know
what? I am going to come out
four-square for SNE... Why?...
because I think the Yen is going
down versus the dollar - doesn't
take a genius to know which way
the wind blows... that's been
happening... and I think that
Japan is becoming more
competitive again... I want to
own SNE...break up value?...
probably $60 bucks... I want you
to hold on to SNE... I maybe
even want you to buy some SNE.
|
|
|
V |
83.27 |
84.10 |
Visa Inc. (V)
V - Oh yes, I like V
very much... I like
Mastercard
(MA)
even more... I've got to go on
record for that... but these are
the two stocks that are not
credit risks, they have consumer
spend and really a great secular
change on going from paper to
plastic... You've got a winner
in V... Those who are buying
MasterCard, you are still
right... Everybody else...
please, if you're buying
anything involving retail or
bank... see me first, and I
won't let you do it.
|
|
|
MA |
294.47 |
299.59 |
Mastercard
(MA)
See V comments above for:
MA
|
|
|
|
|
|
|
|
[
end of lightning round ] |
