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Wednesday, 02/06/08
Posted 02/07/08, 12:31
am ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Wednesday, 02/06/08 |
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Dow Jones: |
12,200 |
-
65 |
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NASDAQ: |
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2,278 |
- 30 |
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S&P 500: |
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1,326 |
- 10 |
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On Two Retail
Stock Picks...
JJC: VF Corp. (VFC)
and
Polo Ralph Lauren Corp. (RL)...
These are two different stories,
but they're both up a lot...
VFC pre-announced twice, and then
each time raised guidance... and
they beat both guidances, so that
stock makes a lot of sense to be
up. RL, on the other hand,
was not a great quarter, but
everybody was so negative about
it, but it had no choice but to go
up, simply because they made their
number. These are two very
positive signs that the inventory
in stores is not choking the
stores... Earlier, we talked
about the idea that the retail
numbers... I just think
there's a lot of negativity is
baked in, which is why RL could go
up, and why no one believes in
VFC... (Erin: And
you'd still buy them, even with 5%
and 10% gains respectively?)...
JJC: Well, RL I think,
ahead of the big launch with
J. C. Penney (JCP)
and the joint program, I like.
VFC is, frankly, still very cheap.
Obviously, it was at $73
yesterday, so any sort of profit
taking is sort of a given.
. . . .
.
On
Clorox Co. (CLX)...
JJC: This was
a brutal downgrade... and you
know, a lot of was Burt's Bees...
that Burt's Bees article in the
New York Times, where it looks
like Burt didn't do so hot... but
it looks like CLX didn't do so
hot. This was a very
negative piece by Lehman,
basically saying management
doesn't have any credibility here.
They have not delivered and you
should sell the stock. Given
the fact that a Colgate (CL)
was pretty much at a 52-week
high...
Avon (AVP)
was doing well...
Procter (PG)
is hanging in there... This
was truly a negative piece and it
worked. The impact of this
sell was extraordinary, and I
don't know how the company comes
back from it... It was
very well-articulated... This is
not like the
Disney (DIS)
sell (rating) where, obviously,
the company blew them away...
I have to tell you, this is a
rising tide that's lifting all
boats, except for this leaky
dinghy...
. . . .
.
On
Walt Disney Co. (DIS)...
JJC: Igor said
something fabulous on that call.
He said it's perfect...
Right now, the economy's weak in
our country, so people don't have
enough money to go overseas...
and the dollar's weak, so they're
coming here... Now,
the analyst at Citigroup got this
totally, unequivocably wrong...
thought that theme parks were
weak. Theme parks were up
year over year. This was a
great call last night... I urge
people to
go listen to the call, if they
want to understand a great
American company and how it makes
its money. How about
this?... It was a good quarter,
and the next quarter will probably
be good too. And it's not
just because it's theme parks...
It's High School Musical, it's
Hannah Montana...
. . . .
. |
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See all of tonight's stocks'
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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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VFC |
77.47 |
76.89 |
VF Corp. (VFC)
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RL |
63.19 |
62.02 |
Polo Ralph Lauren Corp. (RL)
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CLX |
57.91 |
57.71 |
Clorox Co. (CLX)
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DIS |
31.50 |
31.26 |
Walt Disney Co. (DIS)
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Go to the next segment 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:
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about those stocks.
Fast Money Recap - Trades
for next day...
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comments for the same
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