Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

AMTD

12.02

TD AMERITRADE (AMTD)

See CME comments above for:
AMTD

SCHW

14.54

Charles Schwab Corp. (SCHW)

See CME comments above for:
SCHW

ERTS

17.56

Electronic Arts (ERTS)

Q:     Our stock is ERTS - Electronic Arts?

Jim:   ERTS is a very, very tough situation… because they are clearly best of breed… and in Cramerica we like best of breed… however, that business has slowed… they have not been able to develop new titles… we haven’t had the takeover activity that I expected… so my take that Electronic Arts is not cheap… and cannot be bought right here… but I also make the same case for Activision (ATVI), and I will make the same case for GameStop (GME)… I do believe that if there were more of an M&A market… That company would be acquired.

ATVI

9.54

Activision Blizzard Inc. (ATVI)

See ERTS comments above for:
ATVI

GME

24.43

GameStop Corp. (GME)

See ERTS comments above for:
GME

BCS

4.15

Barclays plc (BCS)

Q:     I want to know Barclays, can I count on that dividend?

Jim:   No, no… Barclays come on… no, I mean lets understand each other… we are talking about a bank that is in grave trouble… I genuinely believe that Barclays as well as… oh that is ridiculous.. that is ridiculous (that the buzzer rang in the middle of his response)… as well as all European banks are not investable… nor do I want to buy any of their other securities… boy, we better get something here that I like… this is really very brutal… I am taking more questions.

HUN

3.04

Huntsman Corp. (HUN)

Q:     My question for you is Huntsman?

Jim:   Huntsman, now my friend Frank Mitch, who is the chemical analyst of BB&T, I caught up with him to be able to ask if that was a good call on a turn in the chemicals market… he was adamant that he thought that it was too speculative… even though it was a very single digit number… he wasn’t sure that it would make it… I come back and give you a conservative play, which is PPG Industries Inc. (PPG) which is at a 5% yield, that is doing fine… I am not going to speculate with Huntsman… it is way too risky.

PPG

40.46

PPG Industries Inc. (PPG)

See HUN comments above for:
PPG

CBS

7.14

CBS Corporation (CBS)

Q:     What do you think about a quality franchise like CBS, great dividend, has been beaten down badly?

Jim:   CBS is problematic because of its ownership structure… we do not know how some of the red zoners are necessarily going to meet all of its margin demands… the stock sure does seem cheap… it has come down a lot… but many of the media properties have come down a lot… and they have been a terrible place to invest… and I am going to include CBS as a stock that I don’t want you to buy.

Boy, what a tough market… I mean I have got to tell you something… this is one … this is one market where I have to be cautious even on an up day… now the buzzer can’t stop me… it doesn’t even have a shot at containing me…

[verbatim recap]

[ End of the Lightning Round segment ]

Previous Page

Next Page