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Tuesday, 01/15/08
Posted 01/16/08, 1:23
am |
(Scroll down to see Jim's
comments below) |
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Today's date:
Tuesday, 01/15/08 |
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Dow Jones: |
12,501 |
- 277 |
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NASDAQ: |
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2,417 |
- 60 |
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S&P 500: |
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1,380 |
- 35 |
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Opening Segment 1
Title: |
'Diagnostic Front'
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. . . .
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Featured Stock(s): |
IDEXX Laboratories Inc.
(IDXX)
See IDXX's website
here.
Yahoo! Finance profile for IDXX
here.
See Opening Segment 2,
below...
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JJC: There's
no denying it now... it's
a bear market. And
our only concern is to
protect the money we have.
We're not going to try to
make risky bets right now
that depend on the Fed
coming to the rescue...
It doesn't mean the market
isn't overdone on the sell
side, and tomorrow, we
could catch a bounce...
But that's hope... and you
know that hope can never
be part of the equation on
Mad Money or Cramerica...
. . . .
.
So, tonight's show is
devoted to stocks that
should be a great defense
against the Fed's war on
America... and to picking
cheap stocks that belong
to a handful of groups
that are still working, in
spite of the Fed...
Also to recognize that -
even after
Intel (INTC)'s
bad quarter, we're getting
a vicious over-reaction to
the downside - that we
should never be blinded to
opportunity, simply
because a particular
quarter gets reported, or
a particular charge is
taken.
So let's start out with
some pure defense...
. . . .
.
One of the few remaining
themes that is working -
and there really aren't...
I even said, look,
agriculture's gone up too
much... that's going to
take profits...
There's one last group
here that's working.
It doesn't mean it's going
to continue to work, but
it does mean that it fits
the depiction about what
I'm saying about the
economy...
Diagnostics...
You've heard this from me
before, and I've got a
great diagnostics stock
for you... one of
the great high-growth
defensive areas, as
spending on diagnostics
actually lowers overall
healthcare costs...
It's not going to change
from this bear market...
. . . .
.
This one has a real
twist...
It's a pet diagnostic
company... But, as
it turns out, strangely
enough... pet care has one
big advantage over human
care... There's no
government reimbursement
risk. Insurance
companies can't really
control pricing the way
they do in human care...
so the dominant pet care
companies have been making
a fortune...
Which brings me to a stock
that, amazingly... and,
believe me, this was
incredibly hard to find...
incredible... it
brings me to a stock that
was actually up today...
IDEXX Labs (IDXX)...
. . . .
.
IDXX... this is the
best-of-breed integrated
play on pet diagnostics...
IDXX makes diagnostic
products for vets.
They've got something
called VetLab, which is a
blood and urine
analyzer... and Snap,
which is a single-use
diagnosis for heartworm,
Lyme, and ecanis...
Even in a recession,
people love their pets and
they pay outrageously-high
medical bills to keep them
healthy...
I can't think of a soul
who doesn't want what IDXX
is selling.
Beyond diagnostics, they
also sell a management
system to run veterinary
practices, along with
laboratory services for
more complex analyses...
A one-stop shop for vets,
and everybody wants one
dealer for all their
needs... I want you think
of this as the
Costco (COST)
of veterinary products...
. . . .
.
They've got two upcoming
catalysts that I think
should drive the stock
higher, even in this
crummy... market.
They're coming out with a
replacement for their
blood and urine tests...
The new one is called
Catalyst DX. The
second new product
catalyst is called
SnapshotDX.
That replaces the current
single-use rapid diagnosis
test...
. . . .
.
Be patient... I think you
should get into IDXX on a
pullback.
. . . .
.
The Bottom Line!:
When things get tough, we
need D (i.e., defense),
and D is IDEXX
Laboratories Inc. (IDXX)
[See Jim's 2nd Opening
Segment stock picks
below... ]
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See all of tonight's stocks'
latest quotes on
Yahoo! Finance |
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■ |
Stock Snapshots - Includes
all stocks mentioned above |
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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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IDXX |
61.39 |
61.51 |
IDEXX Laboratories Inc. (IDXX)
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NEW RESOURCE!
See Ken Heebner's CGM
Focus Fund
Top 25 holdings - The No.
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Fund in 2007
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Final Segment 1
Title: |
'Take Me To The River'
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. . . .
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Featured Stock(s): |
Riverbed Technology, Inc.
(RVBD)
See RVBD's website
here.
Yahoo! Finance profile for RVBD
here.
2nd segment picks
below...
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While some tech will do
poorly, there's no reason
why tech stocks, with
specific new product
cycles, can't buck the
whole GDP trend...
So today I give you...
Riverbed Technology, Inc.
(RVBD)...
. . . .
.
They're a wide-area
networking optimization
business. They make
a product called Steel
Head, that basically lets
corporate networks run
more quickly, and enables
better remote access from
employees all over the
country, to the company's
network, that's based in
the home office.
They save companies money,
okay?... That's what they
do. You hire RVBD to
save money.
[See all previous
descriptions,
recommendation dates and
comments for RVBD
here.]
. . . .
.
At this point, RVBD's
stock price has discounted
the worst and then some...
I think it's washed out...
I think it's become
amazingly cheap...
Right here, it represents
a terrific risk/reward...
I'm putting it as $3
down... I think the stock
could be at $18 tomorrow
off of
Intel (INTC)...
and then I'd put it $10 to
$15 up, if you've got a
six-month timeframe...
Even using the lowball of
what I think - which is
40% growth - I believe
it's way undervalued.
With its multiple lower
than its growth rate, that
screams to me buy, buy,
buy... whenever the
underlying fundamentals
are strong, and they are
really strong at RVBD.
. . . .
.
The Bottom Line!:
For
something cheap and
overlooked - and that's
what we're going for -
we're looking for
overlooked tech stocks
that are going to get
hammered off of the
Intel (INTC)
news - I say look no
further than Riverbed
Technology, Inc. (RVBD),
which has nothing to do
with INTC at all, but
happens to be Nasdaq and,
therefore, will get
creamed and crushed.
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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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RVBD |
21.16 |
21.45 |
Riverbed Technology, Inc.
(RVBD)
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Go to the LIGHTNING ROUND 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:
This site will be a quick
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made by the great Fast Money
TV show crew, that will
offer you a unique service,
to compare their picks to
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
stocks. |
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Important disclaimer: This site is
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Cramer, and is not associated with
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broadcasts. Please note that all
thumbs up or thumbs down
indicators are not always clearly
indicated on the show and are
interpreted by us as accurately as
possible. Some comments have been
edited for brevity and clarity,
and extraneous material omitted. Please rely on watching
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and reading the text of the
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cannot be guaranteed. Please
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