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Friday, 03/14/08
Posted 03/16/08, 7:08
pm ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Friday, 03/14/08 |
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Dow Jones: |
11,951 |
- 194 |
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NASDAQ: |
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2,212 |
- 51 |
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S&P 500: |
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1,288 |
-
27 |
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Opening Segment 1
Title: |
'Medicinal Value'
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. . . .
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Featured Stock(s): |
Merck (MRK)
Schering-Plough Corp. (SGP*)
See Opening Segment 2,
below...
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After this segment, you
can see Jim's Lightning
Round picks
here... |
JJC: I'm going
to talk to you about the
ultimate recession and
political opportunity...
I'm going to talk to you
about drug stocks... which
oddly, given how fragile
the American financial
system is today, because
of the weak dollar...
because of the bad balance
sheets... because of
the tapped-out
consumer... are
incredibly cheap and
totally out of favor...
Because this is an
election year - and
everybody's afraid the
democrats will come in and
wreck the drug companies -
they have not had a day
where I feel they've been
given their due...
But, you know what?
The same thing happened in
1992, when the economy
stunk... people were
afraid to buy drug stocks,
because they feared Bill
Clinton... but,
eventually, drug stocks
came right back and,
honestly, if you're
worried that the
democrats... if you think
they're going to take the
White House... you should
fear for oil, not drugs...
because, starting this
fall, these stocks are
going to bounce back...
and they're going to
bounce back big...
My favorites?...
Merck (MRK)
and Schering-Plough (SGP*).
SGP* is the cheapest of
the drug stocks, based on
its growth. And it's
got the most
rest-of-world
exposure... Two
cholesterol drugs, Xetia
and Vytorin... these are
also MRK drugs... have
already started recovering
from that bad study
data... It looks
like actually, it was just
a blip... potentially
worth $300 million a year,
maybe even more than that.
Look, we know for SGP*,
it's a gigantic drug...
for MRK, not as big.
As for MRK, though - which
also benefits from the
cholesterol drugs, people
are freaking out about
something that doesn't
matter... a generic-drug
company is challenging
their patent on Nexium,
but I think there's only a
1 in 10 shot they succeed,
so nobody should be in a
tizzy over this...
I also like MRK's HPV
(i.e., human papaloma
virus - known to cause
cervical cancer) vaccine,
Gardisil, which they filed
in December for use with
26-45 year old women, and
it seems likely this will
be approved in a couple of
months... Sales?
Possibly $3 billion.
The bottom line...
. . . .
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The Bottom Line!:
Big pharma is cheap for
all of the wrong reasons!
It's being whipped!
And I say it should be
praised!...
Merck (MRK)
and Schering-Plough (SGP*)...
Buy, buy, buy!...
[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
investing books ordered:
(click any book to see at
Amazon.com) |
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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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MRK |
40.97 |
40.50 |
Merck (MRK)
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SGP* |
18.76 |
18.64 |
Schering-Plough Corp. (SGP*)
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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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Opening Segment 2
Title: |
'Direct Line' |
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. . . .
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Featured Stock(s): |
Tupperware Brands Corporation
(TUP)
See TUP's official
website
here.
See the Yahoo!
Finance profile for
TUP
here.
Avon Products Inc. (AVP)
See AVP's official
website
here.
See the Yahoo!
Finance profile for
AVP
here.
Herbalife Ltd. (HLF)
See HLF's official
website
here.
See the Yahoo!
Finance profile for
HLF
here.
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After this segment, you
can see Jim's Lightning
Round picks
here... |
JJC: It's been
three whole years, but my
mantra's still the same...
There is always a bull
market some where... and
that is something we sadly
need to hear on a down-195
day like today...
In a market this ugly, the
bull markets are just
smaller, and very hard to
find... it's like
searching for fewer and
fewer needles in a larger
haystack... but you
know what?... We
just have to work harder,
and there are still places
that can make you money...
We found one earlier this
week in pork... in
Hormel Foods Corp. (HRL)...
I've got another wild one
today... I mean, I've been
watching these stocks...
and you know what's in
tremendous bull-market
mode?....
Direct selling...
yeah... direct selling.
Think
Avon (AVP)...
the Tupperware
(TUP)...
and what's even better,
I've got to tell you, this
is the best one of all...
Herbalife (HLF)!
See previous
recommendation comments
for
Avon Products Inc. (AVP),
here...
See previous
recommendation comments
for
Tupperware Brands
(TUP),
here...
See previous
recommendation comments
for
Herbalife (HLF),
here...
. . . .
.
The Bottom Line!:
We have said over and
over, we will find the
bull market wherever we
can... and this
time, it's door-to-door...
Throw a Tupperware
(TUP)
party!... Join a
Herbalife (HLF)
coffee clutch!...
And answer the door!
Avon (AVP)'s
calling!...
. . . .
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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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TUP |
35.45 |
35.31 |
Tupperware Brands Corporation
(TUP)
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AVP |
38.06 |
37.23 |
Avon Products Inc. (AVP)
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HLF |
46.72 |
46.29 |
Herbalife Ltd. (HLF)
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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
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. |
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Important disclaimer: This site is
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thumbs up or thumbs down
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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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and reading the text of the
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