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Monday, 02/25/08
Posted 02/25/08, 11:57
pm ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Monday, 02/25/08 |
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Dow Jones: |
12,570 |
+ 189 |
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NASDAQ: |
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2,327 |
+
24 |
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S&P 500: |
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1,371 |
+ 18 |
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Opening Segment 1
Title: |
'Satellite Nation?'
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. . . .
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Featured Stock(s): |
Sirius Satellite Radio
Inc. (SIRI)
XM Satellite Radio (XMSR)
See Opening Segment 2,
below...
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After this segment, you
can see Jim's Lightning
Round picks
here... |
JJC: On
this show, I usually shy
away from questions about
right or wrong... about
good or bad... about
justice, or injustice...
I've got an easy job here.
My job is to try to make
you money... just like I
used to do for my
enormously-rich clients
when I ran my hedge
fund...
My job is not normally to
criticize what goes on in
Washington... other than,
of course, the Federal
Reserve...
. . . .
.
But, sometimes, what
goes on in Washington
goes beyond being a
farce that we can all
laugh at... and becomes
a gross miscarriage of
justice... that
makes no sense, and has
the added disadvantage
of losing you money...
and I've got one here,
and I'm going to stay on
it...
. . . .
.
I'm talking about the
stupid attempts by
congress to delay and
destroy the merger
between
Sirius Satellite Radio
Inc. (SIRI)
and
XM Satellite Radio (XMSR)...
which, by one metric,
must be the most
momentous and important
issue of our day...
That's right! The
merger of two little
satellite radio
companies that,
together, make up less
than 5% of the radio
market, can be called
the single most pressing
issue of our time...
Who thinks this?...
Apparently congress...
who's spent more time...
it's been over a year
now... and they've
held more hearings on
this merger... they've
held four hearings on
this point... on
this little merger...
four hearings!
That's more time
examining than the far
more monopolistic Exxon
and Mobil deal...
SIRI and XMSR get four
hearings?...
. . . .
.
It seems like they spent
more time dealing with
this than they spent
debating the decision to
invade Iraq...
They definitely have...
You know what the most
egregious part of this
story is?...
It's the XMSR and SIRI
have done everything...
They complied with every
single FCC demand.
The FCC asked for a la
carte and fair pricing
plans. XM/Sirius
said fine. They've
done everything asked of
them...
. . . .
.
The Bottom Line!:
I'm telling everyone
blocking this deal...
'You're done!'...
I'm calling you out.
I believe you are stopping
Sirius Satellite Radio
Inc. (SIRI)
from hitting $4 bucks, and
XM Satellite Radio (XMSR)
from going to $20 bucks,
and you're stopping us
from having choice!
And, while that might be
okay in the U.S. Congress,
it doesn't fly here in
Cramerica!
[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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SIRI |
3.04 |
3.04 |
Sirius Satellite Radio
Inc. (SIRI)
Price target if deal is
approved:
$4.00
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XMSR |
12.96 |
12.89 |
XM Satellite Radio (XMSR)
Price target if deal is
approved:
$20.00
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Opening Segment 2
Title: |
'International Call'
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. . . .
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Featured Stock(s): |
Millicom International
Cellular (MICC)
See MICC's official
website
here.
See the Yahoo!
Finance profile for
MICC
here.
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After this segment, you
can see Jim's Lightning
Round picks
here... |
JJC: I'm
not just out here trying
to find you great
stocks... I want to find
you great themes...
context!...
containing a multitude of
stocks that should make
you a lot of money...
I am on a never-ending
search for themes that
will work... And, this
week, all week...
I'm introducing you to a
brand-new one that I
believe will be
fantastico...
Telco in the developing
world, which we also used
to call the third world...
All week, I'll be giving
you stocks that fit this
theme, and I want to start
the series off with
something I saw in the New
York Times online this
weekend...
Here's a picture of Barack
Obama's grandmother, in
Kenya, holding a cell
phone...
. . . .
.
Let's
get back
to the
stock
issue...
which is
that
people
who
don't
have
electricity
or
running
water
still
have
cell
phones...
So, how
do we
play
it?...
Today,
with Millicom
International Cellular
(MICC)...
This is
a
Luxemburg-based
company
that
builds,
develops
and
operates
cellular
networks
in
Central
and
South
America,
Africa
and
South
Asia...
MICC is
a
terrific
way to
play
growth
in
Africa
and
other
frontier
markets...
It's
unbelievably
difficult
to find
a way to
play
Africa
other
than
through
the
South
African
ETF,
symbol
EZA,
or
through
Sasol Ltd. (SSL)...
but the
growth
is
there,
and MICC
offers
us a new
way to
tap into
it...
. . . .
.
Why is
this a
great
play?...
Basically,
third
world
companies
skip
over
building
that
landline
infrastructure...
they go
right to
the
state-of-the-art
cellular
networks.
It's one
of the
few
benefits
of
lagging
the rest
of the
world
economically
for so
long.
MICC
targets
markets
that
have low
penetration,
giving
them
better
opportunities
for
growth.
In
short,
they
look for
underserved,
third-world
countries
and
bring
them
cell
phones...
. . . .
.
Where
MICC
operates,
they're
king!...
They
don't
operate
like an
American
or
European
mobile
provider.
Obviously,
they're
serving
a very
different
group of
customers
who
don't
have a
lot of
ka-ching,
ka-ching...
so MICC
sells a
lot of
prepaid
calling
cards
through
local
stores...
customers
who can
buy
minutes
on a
daily
basis,
when
they've
got a
little
moolah...
Also,
MICC
charges
by the
second,
not the
minute,
to make
service
more
affordable...
. . . .
.
Now, I
wouldn't
be
recommending
this
stock if
the
fundamentals
weren't
great
and, as
it
happens,
they're
even
better
than
that...
MICC's
fourth
quarter,
and
their
full-year
2007
numbers
were
sizzling
-
absolutely
en
fuego!
They
grew
their
total
subscribers
by 8.4
million
last
year, up
56%!
That's
the kind
of
growth
we want.
Their
fourth
quarter
sales
were up
41%.
Their
fourth
quarter
EBITDA
(i.e.,
earnings
before
interest,
taxes,
depreciation
and
amortization)
was
smoking!...
34%...
They
also
announced
a
special
dividend
of
$2.40,
which
makes
this one
ultra
pro-shareholder
company...
. . . .
.
Do you
mind if
I throw
in some
extremely
bullish
comments
from
MICC's
CEO,
Marc
Beuls?
Talking
about
71% -
that's
right,
you
heard
that -
71%
growth
in
Asia...
66%
growth
in
Africa...
What is
not to
love?...
Just try
to get
that
kind of
growth
in this
country...
I
double-dare
you...
. . . .
.
The Bottom Line!:
Telco -
especially wireless in the
developing world - is a
big money maker!...
Buy, buy, buy!...
Stocks like Millicom
International Cellular
(MICC)
are rare ways to play
third-world growth in a
lot of these countries...
Do not let this one get
away from you! Get
on board!
. . . .
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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) |
|
|
MICC |
113.33 |
115.57 |
Millicom International
Cellular (MICC)
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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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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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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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