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Monday, 01/28/08
Posted 01/29/08, 12:37
am ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Monday, 01/28/08 |
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Dow Jones: |
12,383 |
+
176 |
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NASDAQ: |
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2,349 |
+ 23 |
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S&P 500: |
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1,353 |
+ 23 |
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Opening Segment 1
Title: |
'Rate Expectations'
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. . . .
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Featured Stock(s): |
No specific stock picks.
See Opening Segment 2,
below...
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Jim elaborated on how
important the Federal
Reserve's rate cut
(expected this week) is to
both the economy - and
saving us from a deepening
recession - as well as to
prevent another
significant stock market
slide.
He went on to say that the
Fed's very cautionary,
gradual rate cut approach
is wrong and that the Fed
funds rate of 1.75% should
be the goal.
No specific stock picks.
. . . .
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The Bottom Line!:
Since
the Fed's allegedly
prudent inaction has
turned out to be
unsophisticated, arrogant
and, ultimately,
incredibly reckless.
That's you Fed...
unsophisticated, arrogant
and incredibly reckless...
Not us. You.
[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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Most popular
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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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Mutual-Fund-Holdings.com
NEW RESOURCE!
See Ken Heebner's CGM
Focus Fund
Top 25 holdings - The No.
3 Top-Performing Mutual
Fund in 2007
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Final Segment
2 Title: |
'Buy or
Cellular' |
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. . . .
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Featured
Stock(s): |
Nokia Corp. (NOK)
See NOK's official
website
here.
See the Yahoo!
Finance profile for
NOK
here.
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JJC: Every
company that reports bad
results wants to blame the
economy...
Most of the time, we can
recognize these
meaningless excuses for
what they are... But
right now, we're in a
weird moment where too
many of us believe the
losers, not the potential
winners... We take
down everything... a whole
sector... when one company
- one bad actor - blames
their bad numbers on the
environment... even
though it's entirely
possible is that the
reason things are bad at
Company A, is that Company
B is slaughtering them.
This is the case of
Motorola (MOT)
and
Nokia (NOK)...
Last Wednesday, MOT
reported absolutely
abysmal numbers.
They are a trainwreck,
which is pretty par for
the course for what has
become a perennial
loser... They are a
company that knows
nothing...
So what happens?...
Everyone sells MOT, and
NOK!... Even though
we know that MOT has had
problems with poor
execution for a long
time... not to mention
problems with products
that no one wants to
buy... and no sign
of a technological vision
for the future.
MOT says it's tough out
there, and we believed
them...
. . . .
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If you didn't believe
them, you had a great
opportunity to buy NOK,
down huge the day before
it reported stellar
numbers.
We learned that NOK is
gaining market share.
No wonder things are bad
for MOT right?...
This reminds me of
something that used to
happen a lot a long time
ago... back when Target (TGT)
was still the old
department store chain,
Dayton Hudson... At
one point, Dayton Hudson
said sales were bad, and
the store across the
street, Kohl's (KSS),
reported good numbers...
I guess the only logical
conclusion was that it was
raining on Dayton Hudson's
side of the street all
month, but stayed sunny on
KSS's side...
Should we draw the same
conclusion with NOK and
MOT?... Does it
never rain in Finland?...
which would be really bad,
considering the company is
named after a body of
water... i.e., the Nokia
river...
. . . .
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The only logical
conclusion is that MOT's
pain is NOK's gain...
When MOT goes down, NOK
should be going up,
because it's their
aggressive share take in
the mobile phone market
that's doing so much
damage to MOT. In
college, we would have
called it 'zero sum.'
A bad environment is the
same awful excuse used by
incompetent managers
everywhere, when they
can't deliver results...
MOT may have ousted Ed
Zander (former CEO), but
Greg Brown, the new CEO, I
don't think he's doing
much better!...
I mean, of course, he was
given a bad hand...
Forget about this one.
It's being beaten by NOK
fair and square, and I
believe that the cell
phone maker to put your
money on... even if you
heard the business wasn't
so good on MOT's side of
the street... is NOK...
. . . .
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The Bottom Line!:
When a company blames the
business climate for its
woes, check to see if it's
raining on the other side
of the street, before you
write off its competitors.
That's the lesson of
Nokia (NOK)
and
Motorola (MOT),
and it's the reason that
I'd a buyer when it comes
to NOK, which isn't just a
river in Finland
anymore...
. . . .
.
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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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NOK |
34.58 |
34.28 |
Nokia Corp. (NOK)
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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
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