|
|
|
● |
|
|
 |
| |
| |
 |
| |
|
| |
Tuesday, 02/12/08
Posted 02/12/08, 10:27
pm ET |
(Scroll down to see Jim's
comments below) |
|
| |
| |
|
Today's date:
Tuesday, 02/12/08 |
|
| |
Dow Jones: |
12,373 |
+133 |
| |
NASDAQ: |
|
2,320 |
+0 |
| |
S&P 500: |
|
1,348 |
+9 |
| |
|
| |
|
| |
|
Opening Segment 1
Title: |
'Love Themes'
|
|
. . . .
. |
|
Featured Stock(s): |
No specific stock picks.
See full comments below...
See Opening Segment 2,
below...
|
|
JJC:
The big news today isn't
just that stocks rallied
across the board...
Hey, we've seen plenty of
rallies in this two steps
forward, two steps
backward, market...
No, the takeaway from
today's action is that the
five dominant themes...
what I call my five
long-term, not short-term,
long-term bull markets -
for 15, maybe 20 years
even - had seemed dead in
the water... dead in
the water for perhaps
months...
Why?... Fears
of recession... And,
today, they were back...
Agriculture, metals and
mining, oil and oil
service...
Exxon Mobil (XOM)...
infrastructure, aerospace,
and defense...
. . . .
.
The five themes rose from
the dead as the "V" camp
took over...
meaning, investors who
believe we will have a
V-shaped recovery, quick
and strong...
The "V" party seized
control of this market
today, and they took up
the five themes that I
believe are long-term game
changers...
Why?...
Because the believers in a
"V" recovery presume that
the recession may already
be abating... or,
more importantly, they
think the rest of the
world may have developed
an immunity to what ails
the United States.
[See Jim's description of
the types of recoveries
(i.e., the "L", the "U",
and the "V" recoveries)
and those that believe in
those respective camps,
from the 2/8/08 show,
here... ]
. . . .
.
And, if that's true, the
five themes... these are
all worth owning...
. . . .
.
What's it all mean going
forward?...
This move (upward in the
market today) could be
erased in a heartbeat, if
the "U" and "L" crowds
come back swinging... and
you know what I think... I
think that's going to
happen...
But the bottom line...
. . . .
.
The Bottom Line!:
This move can continue,
until we're less oversold,
and the
Johnny-come-lately's come
in and take out the
traders among the
shareholders who bet that
we've been starting to
think about a big "V"...
[See Jim's 2nd Opening
Segment stock picks
below... ]
|
|
 |
 |
|
|
|
|
|
|
|
|
|
 |
|
See all of tonight's stocks'
latest quotes on
Yahoo! Finance |
|
|
 |
This holiday's
hottest tech
item... The
Flip!...
Completely
tape-free
amazing
60-minute
camcorder for
less than $200 -
great for young
and old!
(and still in
stock)
more details >> |
|
Most popular
investing books ordered:
(click any book to see at
Amazon.com) |
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
We need your help!
If you find our service valuable, your
donation is critically helpful to support
our operating costs and is
MUCH appreciated!
(click below to donate) |
We are serving thousands
of
new visitors every day and our costs are
growing as well. Thank you for your
support & generosity!
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
| |
|
| |
|
■ |
Stock Snapshots - Includes
all stocks mentioned above |
■ |
|
| |
|
| |
|
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) |
|
|
na |
na |
na |
na |
|
|
|
|
|
|
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
|
|
Opening Segment 2
Title: |
'On The Line'
CEO Interview
David Novak, CEO
|
|
. . . .
. |
|
Featured Stock(s): |
Yum! Brands Inc. (YUM)
See YUM's official
website
here.
See the Yahoo!
Finance profile for
YUM
here.
|
|
Jim's comments BEFORE
the interview:
Look,
I'm a Taco Bell kind of
guy... I'm a KFC
kind of guy... And
I'm a Pizza Hut kind of
guy... And everybody
who knows me in my town,
knows that I live off this
stuff...
But, more important... is
that I love the stock
behind the stuff...
and it's
Yum! Brands Inc. (YUM),
and David Novak is the
Chairman and CEO of YUM...
And let me just tell you
something... It's
probably, of all the
companies I've had on, the
most pro-shareholder, most
growth-oriented of any
service company I know,
and it's the world's
largest retailer...
David, welcome back to the
show...
. . . .
.
Jim's comments AFTER
the interview:
If they
(McDonald's
(MCD*)
can turn it, you can turn
it... All right
David Novak, Chairman and
CEO for
Yum! Brands (YUM)
and a moneymaker for
everybody who watches Mad
Money...
. . . .
.
[See Jim's past comments
on Mad Money about
Yum! Brands Inc. (YUM),
pre-searched for you
here >>
]
| |
|
| |
|
■ |
Stock Snapshots - Includes
all stocks mentioned above |
■ |
|
| |
|
|
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) |
|
|
YUM |
34.87 |
35.27 |
Yum! Brands Inc. (YUM)
|
|
|
|
|
|
|
|
| |
|
Go to the LIGHTNING ROUND from
tonight's show
here >>
See current quotes on Yahoo!
Finance from
tonight's show stocks
here >> |
|
Symbol keys: |
|
 |
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 >> |
|
|
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. |
|
 |
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. |
|
 |
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. |
|
 |
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. |
|
|
|
|
|
Definitions of key phrases
used by Jim, known as
"Cramerisms": |
|
 |
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... |
|
|
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. |
|
|
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). |
|
|
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. |
| |
 |
See more
"Cramerisms" & other
financial phrases
here >> |
|
|
|
|
|
Helpful Websites: |
|
|
See the stocks currently
known to be in Jim Cramer's
Charitable Trust at:
jim-cramer-charitable-trust-stocks.com |
|
|
|
|
|
See the stocks currently
known to be in Warren
Buffett's portfolio
of
stocks at:
warren-buffett-portfolio.com |
|
|
|
|
|
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. |
|
|
|
|
|
FastMoneyRecap:
This site will be a quick
summary of recommendations
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. |
|
| |
|
| |
|
| |
|
| |
© 2005-2007 MadMoneyRecap.com ■
Important disclaimer: This site is
not affiliated with Mr. James
Cramer, and is not associated with
any television networks or
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
the show yourself, doing
your own homework,
and reading the text of the
comments to draw your own
conclusions. Also, data presented
on this site should not be used to
make investment decisions and
accuracy, although attempted,
cannot be guaranteed. Please
consult with your own financial
advisor for professional advice. |
|
|
 |
|
|
