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On these "Best of Breed" classifications by Jim...

 

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Note:  These "best of breed" or "best of show" opinions by Jim do, of course, change over time as the performance of the company and the stock changes...  We simply have tracked Jim's comments over time, listing the date and comment about the stock, when he does indicate his opinions, as indicated below...
(scroll down to bottom to see the latest additions)... 

 

.  .  .  .  .

   
 

"Best of Breed" Stocks - Includes all stocks mentioned

 

 

 

STOCK
SYMBOL

MENTION
DATE

Full Company Name/Comments
(see comments above for each)

GOOG

09/26/08

Google, Inc. (GOOG)

The problem is that I've seen reports today that Yahoo! (YHOO)'s business is really weak.  There's no way that that's not going to spill over at a certain point to Google.  I agree with you that Google is best-in-show. 

Search for all Jim's past comments about:  GOOG

ETH

09/25/08

Ethan Allen Interiors Inc. (ETH)

Now that it looks like the bailout/Invest In America plan will pass, and with my prediction that housing prices will bottom in 279 days give or take a fort night. Given the move in the HGX, Philly homebuilding index, the Housing Sector Index (^HGX)....I have been telling you it's time to start looking forward, not backward, at what I call the early cycle companies, there the ones that benefit from a housing turnaround...I am only looking at the best ones, the ones I believe in, the best of breed...

That's why I want to take a look at Ethan Allen Interiors Inc. (ETH)....

Search for all Jim's past comments about:  ETH

MAS

09/23/08

Masco Corporation (MAS)

MAS is best of breed in this business.  It always has been, since the days I recommended it in the 1980s, because of Robert Mitchell and Bob Danforth, two great investors at Goldman Sachs, who always told me that this company is the best one to own for housing.  It still is...

Search for all Jim's past comments about:  MAS

HPQ*

09/12/08

Hewlett-Packard (HPQ*)

I think HPQ* is best-in-show.  I don't like a lot of technologies, but that's one I do.

Search for all Jim's past comments about:  HPQ*

Note:  We realize that there was an approximate one-month gap between best-of-breed mentions.  HPQ* was the first since 7/30/08.

FSLR

07/30/08

First Solar, Inc. (FSLR)

How about solar?... First Solar (FSLR) is best of breed... It's also the only one I will ever recommend... And it just reported a huge beat... earning $.85 cents a share when the Street was looking for just $.58 cents... That's the largest upside surprise I've seen in this reporting period... a $.47 cent upside surprise... Along with this, they've been doing way better than expected with full year guidance...

Search for all Jim's past comments about:  FSLR

OII

06/24/08

Oceaneering International, Inc. (OII)

And the best-of-breed maker of ROVs... the stock to own?...
Oceaneering International, Inc.
(OII)...

Search for all Jim's past comments about:  OII

FRO

06/23/08

Frontline Ltd. (FRO)

FRO is best in show... FRO is best in show...

Search for all Jim's past comments about:  FRO

BF-B

06/18/08

Brown-Forman Corporation (BF-B)

I think Brown-Forman Corporation (BF-B) is the best of breed.  I think the stock's going higher.

Search for all Jim's past comments about:  BF-B

Note:  We realize that there was an approximate two-month gap between best-of-breed mentions.  BF-B was the first since 4/9/08.

FSLR

04/09/08

First Solar, Inc. (FSLR)

FSLR is a - get this - an actual profitable company...  It's a thin-film solar play, and I think FSLR is the best in show.  It's the only solar stock that I'm recommending.

Search for all Jim's past comments about:  FSLR

BBY

04/09/08

Best Buy (BBY)

BBY is best-in-show...

Search for all Jim's past comments about:  BBYFSLR is a - get this - an actual profitable company...  It's a thin-film solar play, and I think FSLR is the best in show.  It's the only solar stock that I'm recommending.

FRO

03/31/08

Frontline Ltd. (FRO)

The only one that I'm recommending in that group right now is Frontline Ltd. (FRO).  It has a 17% yield.  I think it's the best in show right now.

Search for all Jim's past comments about:  FRO

ATK

03/27/08

Alliant Techsystems Inc. (ATK)

ATK is the premier bullet maker.  It's the best-of-breed bullet maker for our armed forces.  It's the #1 bullet maker in America, and ammunition makes up 35% of its sales.

Search for all Jim's past comments about:  ATK

JPM

03/25/08

JPMorgan Chase & Co (JPM)

Why not go with JPMorgan Chase & Co (JPM)?  Why not go with Goldman Sachs (GS*)?...  We like best of breed on this show.  JPM and GS* are the two best players, and that's who we want to go with...

Search for all Jim's past comments about:  JPM

COST

03/25/08

Goldman Sachs (GS*)

Why not go with JPMorgan Chase & Co (JPM)?  Why not go with Goldman Sachs (GS*)?...  We like best of breed on this show.  JPM and GS* are the two best players, and that's who we want to go with...

Search for all Jim's past comments about:  GS*

COST

03/24/08

Costco (COST)

The stock Is worth more than any other retailer, because it's the best of breed!  This is a company that's been executing spectacularly in an environment where you'd expect most retailers to get executed!...

Search for all Jim's past comments about:  COST

     

PZZA

11/9/06

PAPA JOHN'S INTL - best of breed in publicly-traded pizza companies (Opening Segment)

Search for all Jim's past comments about:  PZZA

EMR

11/9/06

EMERSON ELEC CO - (Lightning Round)

Search for all Jim's past comments about:  EMR

ITU

11/9/06

BANCO ITAU HLDG ADS - that's the best bank story in Brazil (Lightning Round)

Search for all Jim's past comments about:  ITU

WAG

11/17/06

WALGREEN CO - best of breed (retail drug stocks)

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DJO

11/17/06

DJO INCORPORATED - best of breed brace maker (orthopedics)

Search for all Jim's past comments about:  DJO

AGN

11/20/06

ALLERGAN INC - "breast of breed" - today, FDA re-approved silicone implants...

Search for all Jim's past comments about:  AGN

JEC

11/20/06

JACOBS ENGINEERING GP - JEC is often considered to be the best of breed, right along with KBR.

Search for all Jim's past comments about:  JEC

SIRI

11/21/06

SIRIUS SATELLITE - Satellite Radio

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TEX

11/29/06

TEREX CP - Construction Equipment

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AMX

11/30/06

AMERICA MOVIL, S.A.B - The best Latin America play

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ATI

12/5/06

ALLEGHENY TECH NEW - Titanium

Search for all Jim's past comments about:  ATI

CSCO

12/5/06

CISCO SYS INC - communications equipment stock

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MFC

12/8/06

MANULIFE FIN CORP - MFC is the best-of-breed insurance company from Canada.

Search for all Jim's past comments about:  MFC

GS*

12/8/06

GOLDMAN SACHS GRP - GS* remains the cheapest stock in the industry, even though it's best of breed.

Search for all Jim's past comments about:  GS*

AUY

12/11/06

YAMANA GOLD INC - It remains my favorite gold stock. Two thumbs up, way up.

Search for all Jim's past comments about:  AUY

CSCO

12/12/06

CISCO SYS INC - If we're going to be in that networking, fiber-optic game, you know we're going to go with the CSCO. They're best in show.

Search for all Jim's past comments about:  CSCO

PAY

12/19/06

VERIFONE HLDGS INC - PAY is by far the market leader in this game, with 63% of all U.S. POS equipment shipment coming from them, and 34% of worldwide sales - I mean, market leader; best-of-breed; taking market share.

Search for all Jim's past comments about:  PAY

SSYS

12/19/06

STRATASYS INC - Best-of-breed, and definitely cheaper, better on margins.

Search for all Jim's past comments about:  SSYS

GS*

1/3/07

GOLDMAN SACHS GRP - which I think is the best broker - is also the cheapest broker. Best of breed.

Search for all Jim's past comments about:  GS*

WFC

1/3/07

WELLS FARGO & CO - WFC's a bull! This bank stock is the best-in-show regional bank.

Search for all Jim's past comments about:  WFC

SRCL

1/9/07

STERICYCLE INC - SRCL is still my favorite medical waste disposal stock. It's the one really centralized business, in a highly-fragmented industry.

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BBBY

1/9/07

BED BATH & BEYOND -

Search for all Jim's past comments about:  BBBY

     
BBY

1/11/07

BEST BUY CO INC - They're best in show. They're best in show. I don't even know why Circuit City (CC) exists.

Search for all Jim's past comments about:  BBY

NKE

1/12/07

NIKE INC CL B - With shoes, the key metrics are futures, where NKE - the best of breed - is crushing KSWS, the supposedly cheaper stock.

Search for all Jim's past comments about:  NKE

ACN

1/16/07

ACCENTURE LTD - best of breed (consulting).

Search for all Jim's past comments about:  ACN

INFY

1/16/07

INFOSYS TECHN - INFY is best of breed in India (consulting).

Search for all Jim's past comments about:  INFY

DNA

1/18/07

GENENTECH INC - This is the best of breed biotech stock by a mile.

Search for all Jim's past comments about:  DNA

DE

1/18/07

DEERE CO - DE's the best of breed in the tractor department.

Search for all Jim's past comments about:  DE

HAIN

1/24/07

HAIN CELESTIAL GRP - I would recommend HAIN as best of breed.

Search for all Jim's past comments about:  HAIN

TM

1/25/07

TOYOTA MTR CP ADS - Does TM* seem expensive at 16x this year's earnings estimates? Maybe. But, remember, that's not too much to pay for the best of breed.

Search for all Jim's past comments about:  TM

HOG

1/25/07

HARLEY DAVIDSON - What an up stock! The bears will not stop saying negative things. The bears are wrong! This is a highly valued stock, but it's best of breed.

Search for all Jim's past comments about:  HOG

GS*

1/25/07

GOLDMAN SACHS GRP - GS* did $19 a share, but the multiple - what you pay to those earnings - which should be $15 - because it's absolutely the best of breed investment bank - and that's what a best of breed deserves - that multiple turned out to be 11x. I got both of these wrong.

Search for all Jim's past comments about:  GS*

CCL

2/2/07

CARNIVAL CORP - Carnival best of breed...

Search for all Jim's past comments about:  CCL

CVX

2/2/07

CHEVRON CORP - Holy cow, what a quarter! What a year! I look for the dividend to go up. I look for another buyback. I think you should back up the truck CVX. That's my favorite integrated oil, DVN being my favorite kind of non-integrated oil. Stick with that stock.

Search for all Jim's past comments about:  CVX

DVN

2/2/07

DEVON ENERGY CP - DVN being my favorite kind of non-integrated oil. Stick with that stock.

Search for all Jim's past comments about:  DVN

HPQ*

2/2/07

HEWLETT PACKARD CO - I need you to load the boat - HPQ*. That's best in show.

Search for all Jim's past comments about:  HPQ*

FDX

2/6/07

FEDEX CORP - Hey, look, I think FDX is best in show.

Search for all Jim's past comments about:  FDX

MET

2/9/07

METLIFE INC - MET is best of breed. It's a stock I've been behind since the first week of the show.

Search for all Jim's past comments about:  MET

A

3/1/07

AGILENT TECH INC - I don't like any of the tester companies myself. I just pass on which one is the best of breed.

Search for all Jim's past comments about:  A

AIG*

3/1/07

AMER INTL GROUP INC - I like AWH, but AIG has just proven best in show.

Search for all Jim's past comments about:  AIG

MHS

3/7/07

MEDCOHEALTH SOLUTIONS

Search for all Jim's past comments about:  MHS

GT

3/7/07

GOODYEAR TIRE RUBBER -

Search for all Jim's past comments about:  GT

FSLR

3/7/07

FIRST SOLAR, INC - far and away the best solar power stock out there...

Search for all Jim's past comments about:  FSLR

MO*

3/13/07

ALTRIA GROUP INC - Best of breed.

Search for all Jim's past comments about:  MO*

AAPL

3/13/07

APPLE INC - I think AAPL is best in show. Pull the trigger on any weakness...

Search for all Jim's past comments about:  AAPL

CAT*

3/16/07

CATERPILLAR INC - CAT is the kingpin, best-of-breed stock in just about every business it enters into

Search for all Jim's past comments about:  CAT

JCP

3/20/07

PENNEY J C CO HOLDINGS - I have four stocks - all best of breed...

Search for all Jim's past comments about:  JCP

RIG*

3/20/07

TRANSOCEAN INC - I have four stocks - all best of breed...

Search for all Jim's past comments about:  RIG*

XTO

3/20/07

XTO ENERGY INC - I have four stocks - all best of breed...

Search for all Jim's past comments about:  XTO

TIN

3/20/07

TEMPLE INLAND INC - I have four stocks - all best of breed...

Search for all Jim's past comments about:  TIN

CSCO

3/20/07

CISCO SYS INC - I want to own CSCO. I think CSCO's best of breed.

Search for all Jim's past comments about:  CSCO

JEC

3/20/07

JACOBS ENGINEERING GP - JEC is best in show

Search for all Jim's past comments about:  JEC

RIG*

3/20/07

TRANSOCEAN INC - I've got to go with best of breed RIG*

Search for all Jim's past comments about:  RIG*

CCI

3/22/07

CROWN CASTLE INTL - CCI's my favorite; that's best of breed.

Search for all Jim's past comments about:  CCI

MOS

3/22/07

MOSAIC COMPANY - MOS happens to be my favorite fertilizer company.

Search for all Jim's past comments about:  MOS

FSLR

3/23/07

FIRST SOLAR, INC - you could always buy FSLR - the best-of-breed, non-silicon solar play, that's making a bid to produce energy competitively without government subsidies!

Search for all Jim's past comments about:  FSLR

INFY

3/23/07

INFOSYS TECHN ADS - INFY is the best - it is the best of the outsourcing companies.

Search for all Jim's past comments about:  INFY

BAC

3/26/07

BK OF AMERICA CP - best-in-breed is BAC.

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FCX

3/27/07

FREEPORT MCMORAN - you know that FCX remains best in show

Search for all Jim's past comments about:  FCX

JCP

3/27/07

PENNEY J C CO HOLDINGS - I like to go with best-in-show retailers when we're talking fickle. I would rather own JCP than I would AEO.

Search for all Jim's past comments about:  JCP

ADM

3/30/07

ARCHER DANIELS MDLND - I think that, when you have an ADM that is really very fairly valued - not expensive, why not go with best-of-breed?

Search for all Jim's past comments about:  ADM

WLP

4/3/07

WELLPOINT INC - WLP is now best of breed in that business. It's the best healthcare cost-containment in the country and in the world. I would buy, buy, buy WLP.

Search for all Jim's past comments about:  WLP

GRMN

4/5/07

GARMIN LTD - you know that the one that I have said is best in show, over and over again, the one that blew away the quarter, the one that is doing the best in the business is GRMN!

Search for all Jim's past comments about:  GRMN

BBY

4/5/07

BEST BUY CO INC - I think it's best of breed.

Search for all Jim's past comments about:  BBY

MFC

4/10/07

MANULIFE FIN CORP - Oh, finally a best-in-show name! MFC, which is also John Hancock... is the repository for some of the best mutual funds... If were doing this show from Canada, this would be the best of breed of our great country.

Search for all Jim's past comments about:  MFC

     
CVS*

4/12/07

CVS CAREMARK CP - CVS - best in show. Really smart. 

Search for all Jim's past comments about:  CVS

AUY

4/12/07

YAMANA GOLD INC - Still, after a double, I am still recommending AUY. That's the best in show ('mon-back sound).

Search for all Jim's past comments about:  AUY

JCP

4/13/07

PENNEY J C CO HOLDINGS - JCP just pulled back. Why don't you buy some JCP? I want to stick with the best of the breed.

Search for all Jim's past comments about:  JCP

ATI

4/24/07

ALLEGHENY TECH NEW - ATI probably comes in a little. I hope not. It could be like AMZN. Surprise to the upside. But let's be careful, and let's wait, before we get too bullish on TIE, which is not best of breed, unlike ATI.

Search for all Jim's past comments about:  ATI

BAX

4/30/07

BAXTER INTL INC - The stock is BAX. It's best of breed.

Search for all Jim's past comments about:  BAX

NUE

5/3/07

NUCOR CP - Best of breed steel company. You know I like the steels...

Search for all Jim's past comments about:  NUE

MET

5/3/07

METLIFE INC - Best of breed. It just keeps going higher. Another great quarter. A really remarkable company.

Search for all Jim's past comments about:  MET

AUY

5/4/07

YAMANA GOLD INC - Am I telling you to swap out of AUY - you're best of breed gold name?...

Search for all Jim's past comments about:  AUY

AMT

5/7/07

AMER TOWER CP - I want to reiterate off that great quarter that AMT is best in show.

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GME

5/11/07

GAMESTOP CORP -  the best in show...

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WFC

5/15/07

WELLS FARGO & CO NEW - Best in show bank.

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DKS

5/15/07

DICK'S SPORTING GDS - DKS is still best in show.

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CELG

5/18/07

CELGENE CP - you know what I think's best in show... I like Celgene

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AIG*

5/21/07

AMER INTL GROUP INC - It's got a gigantic business in China, but it no longer trades like the best of breed stock that it is.

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TRN

5/21/07

TRINITY IND - TRN's the better play. TRN's the one I've been featuring. That's the best railcar play.

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CSCO

5/23/07

CISCO SYS INC - CSCO. It's down three straight points. That's the better... I like best of breed.

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NOV

5/24/07

NATL OILWELL VARCO - NOV is still best in show. We're best of breed buyers in Cramerica. I'm going with NOV.

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RL

5/25/07

RALPH LAUREN POLO CP -  these are stocks that big institutions buy every day, because they represent the best of breed in their particular sectors.

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JCI

5/25/07

JOHNSON CONTROLS INC - these are stocks that big institutions buy every day, because they represent the best of breed in their particular sectors.

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VFC

5/25/07

V F CORP - these are stocks that big institutions buy every day, because they represent the best of breed in their particular sectors.

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DE

5/29/07

DEERE CO - DE is the absolute best of breed in the farm machinery business.

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NUE

5/31/07

NUCOR CP - Best of breed steel company!

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PRU

6/15/07

PRUDENTIAL FINCL INC - I think that PRU is still the best insurance company in show. I think they do a monster good job.

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WFC

6/21/07

WELLS FARGO & CO - I've got nothing but respect for this best-of-breed bank.

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WLP

6/21/07

WELLPOINT INC - This is the best healthcare cost-containment name in the business.

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BIDU

7/6/07

BAIDU.COM, INC - I want best of breed. BIDU is very cheap versus Google (GOOG).

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CAT*

7/9/07

CATERPILLAR INC - Now, I like all of them, but CAT*'s best of breed.

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SLB

7/13/07

SCHLUMBERGER LTD - SLB is absolutely best in show...

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PEP

7/24/07

PEPSICO INC - Pepsico Inc. (PEP), the best-of-breed beverage company... the best-of breed snack company

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RVBD

7/25/07

RIVERBED TECHNOLOGY - RVBD is the poster-child for paying up for best-of-breed...

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SLB

8/07/06

SCHLUMBERGER LTD - If SLB's selling at 17x earnings, I mean, how could I not recommend that unbelievable best-of-breed?

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SLB

8/09/06

SCHLUMBERGER LTD - But, you know, when they put Schlumberger (SLB) on sale... when they make SLB 17x earnings, I'm going to send you to best of breed.

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MSFT

8/09/06

MICROSOFT CP - I'm going to send you to Microsoft (MSFT) and Oracle (ORCL). I'm just looking for best-of-breed action...

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ORCL

8/09/06

ORACLE CORP - I'm going to send you to Microsoft (MSFT) and Oracle (ORCL). I'm just looking for best-of-breed action...

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IGT*

8/16/06

INTL GAME TECH - Good balance sheet. Big buyback. Smart management. IGT*, I think, is best in show.

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PG

8/16/06

PROCTER GAMBLE CO - It's about owning a best-of-breed soft goods play, as a hedge against Ben Bernanke not doing enough.

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DLTR

8/22/06

DOLLAR TREE STORE - Wait five days before you pull the trigger on my new best-of-breed dollar store.

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GT

8/22/06

GOODYEAR TIRE RUBBER - GT is one of those companies that changed its cost structure, and is best-of-breed.

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KSS

8/27/06

KOHLS CP - KSS deserves the best-of-breed title...

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ED

8/28/06

CONS EDISON INC - I like ED. It's got a better yield. I don't like to be repetitive, but I have to tell you, ED's the best in show...

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NVDA

9/05/07

NVIDIA CORP - NVDA is now best of breed. That's the play. That's what I want to do.

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NOK

9/20/07

NOKIA CP ADS - I'm a best of breed guy from way back... I'd still rather be in Nokia (NOK)

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BBY

9/20/07

BEST BUY CO INC - I was blown away by the Best Buy (BBY) number, not because they didn't do well in a couple of areas like appliances and home theater, but because they're expanding to Canada and expanding to China. BBY is the best of breed.

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SLB

9/21/07

SCHLUMBERGER LTD - Schlumberger (SLB) is best in show...

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WMI

9/25/07

WASTE MGMT INC - I've got to go with best-of-breed Waste Management (WMI)

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PAAS

9/28/07

PAN AMER SILVER CO - If you really need silver, I'm sending you to Pan American Silver (PAAS), which is best in show!

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CVS*

10/02/07

CVS CAREMARK CP - Walgreen (WAG) was always considered best of breed, but I don't know, not any more... Let's transfer that best of breed, best in show premium to CVS*...

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KR

10/04/07

KROGER CO - My supermarket of choice - the best of breed player, the one that you're not thinking of at all - is...Kroger Co. (KR)

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GS*

10/25/07

GOLDMAN SACHS GRP -  The reason why I own GS* for my charitable trust... is because it's the best in show, and you only know that when things get tough. When things get tough - as I know from when I worked at Goldman Sachs - that's when GS* excels, and I say buy, buy, buy!

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TGT

10/29/07

TARGET CP - When it comes to retail, the best is... Target Corp. (TGT)

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CLB

10/31/07

CORE LABS NV - CLB is best in show!...

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WFC

11/05/07

WELLS FARGO & CO - Wells Fargo & Company (WFC), best of breed, not that it matters from this group...

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ISRG

11/07/07

INTUITIVE SURG INC - Look, I'm going to send you to best of breed, although I've got to tell you, in pure candor, we are getting into nosebleed territory, but I am sending you out of yours (i.e., ARAY, Accuray Incorporated) - don't buy, don't buy - into Intuitive Surgical (ISRG)... which we have now been behind for 250 points...

Search for all Jim's past comments about:  ISRG

CVS*

11/09/07

CVS CAREMARK CP - CVS* is best in show!

Search for all Jim's past comments about:  CVS*

GLW*

11/14/07

Corning Inc. - The glass you need in the LCD... that's GLW*.  And it's the best-of-breed in that business by far...

Search for all Jim's past comments about:  GLW*
XTO* 11/28/07 Let's go with... best-of-breed, XTO Energy Inc. (XTO*)... if it's going to be natural gas, it's going to be XTO Energy Inc. (XTO*), best of breed...

Search for all Jim's past comments about:  XTO*
GS* 11/28/07 Goldman Sachs (GS*) is the best. That's got to be bought - buy, buy, buy! - even up here!

Search for all Jim's past comments about:  GS*
COST 11/28/07 Costco Wholesale Corp. (COST) is the single-beat retailer in America!  Bar none!  COST offers the best value and the highest-quality merchandise... I sound like a commercial, and I don't care.  Two thumbs up COST!

Search for all Jim's past comments about:  GS*
SFD 11/28/07 Smithfield Foods Inc. (SFD) -  Best of breed

Search for all Jim's past comments about:  GS*
SNDA 11/29/07 Shanda Interactive Entertainment Ltd. (SNDA)

SNDA is best of breed.

Search for all Jim's past comments about:  SNDA
DLB 11/29/07 Dolby Laboratories Inc. (DLB)

DLB -  Yes!...  We've been behind DLB, ever since my friend, Patrick Shultz recommended it... he's one of my researchers on the show...  Just a monster-good stock.  I actually remember... we sat in a chair and we let the sound overcome us, and blast us...  DLB is a best-of-breed sound system that, even though it is one of the rare stocks that is at a 52-week high, I still want to buy it!
 
FCX* 11/29/07 Freeport-McMoRan  (FCX*)

Go with best of breed.  I've been looking at the Freeport-McMoRan  (FCX*) and I own it for my charitable trust.  That's better.  It's a higher dolar amount, but it's cheaper.
 
CYNO

12/03/07

Cynosure, Inc. (CYNO)

CYNO -  Best of breed... best of breed, but I've got to tell you something... That whole market of what market of what I regard as being trying to augment your looks, whether it be Palomar  (PMTI)... whether it be Syneron (ELOS), Candela (CLZR)... All of these are down, and you know why they're down?... Because it's become one of those situations where people aren't wealthy enough to afford this kind of enhancement.
 
BBY

12/06/07

Best Buy Co. Inc. (BBY)

BBY -  Okay, here's the deal with BBY... I defer to the better Cramer on this one... Jonathan Cramer at Cowan... who is my cousin, who has been consistently behind this stock, since $45.  It's now at $52.  The real story behind BBY is this...  Even though... they have too many aisles devoted to CDs, which are going to go away, and not be supported by record companies starting in January... BBY is best in show, and Circuit City (CC) seems to me, my opinion, falling apart, which gives BBY a lot of opportunity to expand.  I like BBY.  Not as much, though, as I like 52-week high, Costco (COST)!

APD

12/11/07

Air Products & Chemicals Inc. (APD)

All over the gas industry, companies are raising prices. Helium is just one example, and APD is the best of breed of gas. APD is best of breed...

 
FSLR

12/12/07

First Solar (FSLR)

SOLF -  The stock has had a gigantic run.  I like SunPower (SPWR) more, and best-in-show, I still like First Solar (FSLR)!  That's been my heart and soul.. After the big February selloff, I recommended it... I've reiterated...   I have to tell you, I stil think that stock is an up stock and it still goes higher.
 
HAIN

12/19/07

The Hain Celestial Group, Inc. (HAIN)

If we want natural foods, we're going with best of breed, we are going with Hain (HAIN)
 
FSLR

12/19/07

First Solar (FSLR)

Comment on Yingli Green Energy Holding Co. Ltd. (YGE) -  Look, I have a best of breed play, and everyone knows it... It's First Solar (FSLR), and I'm not backing away from it.  Secondarily, it would be MEMC Electronic Materials Inc. (WFR)
COST

1/11/08

Costco (COST)

COST was down $3.50 today, to $66.  COST is doing better than LOW.  If I have to own a retailer, I have to go with the best, and COST is the best.
IDXX

1/15/08

IDEXX Labs (IDXX)... this is the best-of-breed integrated play on pet diagnostics...

HUM

2/04/08

Humana (HUM)...  I want you to buy HUM on this weakness...  This one is still the best in show...
AMX

2/08/08

America Movil (AMX)...  AMX has two big competitors in Brazil...  One is called Bibo, and the other is TIM, each of which have about 26% of the market, but AMX...  I call it the best of breed...
FSLR

2/13/08

First Solar, Inc. (FSLR)....  
ReneSola Ltd. (SOL) -  Chinese solar?  Man, we've got First Solar, Inc. (FSLR)... It's best in show, unbelievable quarter, doing everything right.  Let's not complicate it.  FSLR has been our choice from day one here, and we are not deviating from our best-of-breed strategy, as laid out in Jim Cramer's Real Money.  We buy the best-of-breed on this show.  We do not buy guys who are pretenders.  We buy the actualities...
RIG

3/03/08

Transocean Inc. (RIG)

RIG -  All right, now...  I always talk about my wins.  How about talking about something I did stupidly.  I got concerned when I saw Baker Hughes Inc. (BHI) report not a great quarter... when I saw Smith International Inc. (SII) report not a great quarter... when I saw  Schlumberger (SLB) go from $100, down to $80...  that I thought RIG would not report a good number... and I sold the stock - albeit for a nice gain - for (his charitable trust)...  That was a mistake.  RIG is coming back down now.  I think that RIG is the single most-levered company to oil and offshore drilling.  And, if that stock gets below $130, I'm getting back in it.   It's best in show.  What a blowout number they reported.
ED

3/05/08

Consolidated Edison Inc. (ED)

And the fundamentals?...  Like I said, best of breed...
COST

3/06/08

Costco (COST)

COST -  This is all about a company that has a higher price-to-earnings multiple.  It's a rich stock.  That was a great quarter... You know, we talked about Allergan Inc. (AGN)...  That was an expensive stock, and that's coming down.  Now COST is coming down.  Both of these companies have met their earnings.  The only two companies in retail that are doing well, are Wal-Mart (WMT) and TJX (TJX), which was down today.  I can't tell you that COST is not going to go down another 5 points.  I can tell you it's the best retailer in America, and I'd like to buy some down here.
 

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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 >>
   
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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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Compare these picks to Jim's comments for the same stocks.

 

 

   
   
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