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Friday, 12/07/07
Posted 12/09/07, 05:54
pm |
(Scroll down to see Jim's
comments below) |
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Today's date:
Friday, 12/07/07 |
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Dow Jones: |
13,625 |
+5 |
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NASDAQ: |
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2,706 |
-2 |
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S&P 500: |
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1,504 |
-2 |
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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) |
|
 |
UA |
48.44 |
na |
Under Armour, Inc. (UA)
UA - I have puzzling
over UA. Now, UA is an
inventory story. Clearly,
it's cold around the country,
with the exception of the
Southwest. So that means
Under Armour is going to be
selling well. Why isn't
the stock moving?... I think
it's because it wasn't cold
enough in November, so maybe
they have an inventory overhang.
Remember, Plank (CEO) said he
had a 100% inventory, which I
wasn't impressed with. But
let me give you a two-fer...
I think UA, the longer it stays
here, is getting interesting,
but
VF Corp. (VFC)
is even more interesting.
North Face (the clothing brand,
made by VFC) can't be stopped in
this country! VFC, 52-week
low, 3% yield... that's your
play! But, buy, buy!
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VFC |
72.20 |
na |
VF Corp. (VFC)
See UA comments above for:
VFC
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AAPL |
194.30 |
na |
Apple Inc. (AAPL)
AAPL - I still like
AAPL very much. I was
speaking to the great people
over at Regis' place (i.e., on
the Regis and Kelly show this
morning)... they all bought the
AAPL, and said, what do I do?...
I said, no, we're not casing in
yet.
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MASI |
38.19 |
na |
Masimo Corporation (MASI)
MASI - That's my
Doctor House...uh, ER...
stock... That's the one
where it takes the pressure on
the finger... I have been
in touch with that company,
because it's been such and
unbelievable ramp... My friend,
Dan Fitzpatrick... is saying
it's the single best chart in
the book. I don't know
charts... I know the
fundamentals of the business,
and they are strong!
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SYK |
74.67 |
na |
Stryker Corp. (SYK)
SYK - You've got a
winner there, my friend...
absolutely. And the reason
why that's a winner... we have
very few medical device stocks
that have absolutely no economic
sensitivity whatsoever.
That is a great stock. I
don't care that it's near its
52-week high. I would
still buy, buy, buy! Great
call.
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DNA |
68.49 |
na |
Genentech Inc. (DNA)
DNA - At this level, I
can't sell it anymore. I
mean, I've got to tell you, I
thought
the Avastin decision was
wrong. There were only a
couple of cancer doctors on that
panel. There were some who
were not. I think
Avastin's a great life saver,
but they're in the business of
ruling on this. Europe
uses the product. I think,
ultimately, Avastin succeeds.
So, down here, I am going to go
with the bulls and say that DNA
must be bought.
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SNP |
159.87 |
na |
China Petroleum &
Chemical Corp. (SNP)
SNP - You know that I
wasn't a fan of SNP. I'm a
Petro China (PTR)
guy... PTR,
Baidu (BIDU),
China Tel (CHA)
and
Focus Media (FMCN)...
Those are my Chinese picks,
other than
Perfect World (PWRD),
which has had an unbelievable
ramp, since I stood up here and
said that I was being
corrected...
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PTR |
202.93 |
na |
Petro China (PTR)
See SNP comments above for:
PTR
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BIDU |
390.00 |
na |
Baidu (BIDU)
See SNP comments above for:
BIDU
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CHA |
80.20 |
na |
China Tel (CHA)
See SNP comments above for:
CHA
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FMCN |
54.96 |
na |
Focus Media (FMCN)
See SNP comments above for:
FMCN
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WAG |
37.11 |
na |
Walgreen Co. (WAG)
WAG - No, no, no, no,
no, no! Sell, sell, sell!
I've got two I like more than
that! I've got
CVS (CVS*),
which also has that great
back-end business - pharmacy,
benefit, management; and then I
read the Lehman Brothers report
today... Mary Sammons may be
pardoned! Yes!
Rite Aid (RAD)
turning back. RAD had a
pretty good month. It was
up nicely today. And yes,
I'm sticking with RAD!
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CVS* |
40.04 |
na |
CVS Caremark Corp. (CVS*)
See WAG comments above for:
CVS*
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RAD |
4.06 |
na |
Rite Aid Corp. (RAD)
See WAG comments above for:
RAD
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C* |
34.31 |
na |
Citigroup (C*)
C* - I wish we knew
who was going to be the new CEO,
but I've got to tell you, if
they got someone in there, the
stock would go... I own it
for
my charitable trust. Let me
say this... Every time you see
one of those talking heads on
TV, about the government plan...
it's good for C*, because it
confounds the banking suitors...
And, if they were able to go in
there and look at C*'s loans,
they'd shut the darn place down.
I am not kidding. I own
the stock for
my trust. If we get a new
CEO in there, we're going to get
something cooking... I don't
want to leave that stock down
here, no way, no how...
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CPSL |
6.79 |
na |
China Precision Steel,
Inc. (CPSL)
CPSL - I've got three
American steel companies I
prefer over that... I
prefer United States Steel
(X),
I prefer AK Steel (AKS)
and I prefer Reliance Steel
(RS)...
I also prefer
Cleveland-Cliffs (CLF)
over that. I like every
one of mine more than yours.
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X |
103.64 |
na |
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