Following Theta Bowden's excellent comment on searchability of past shows I'm going to begin posting the show summaries by week and month in addition to the daily summaries. This should make it much easier for you to search for and track Cramer's comments on a stock over time. The format is pretty sloppy now but that may improve soon. Also, don't forget that although Google isn't perfect it does allow for site searches. For instance, the query "goog site:www.pfblog.com/reasoned" returns 7 instances where GOOG has been mentioned.

Jim Cramer's Mad Money - June 3, 2005

It was a miserable day, Slow Jobs Growth, Higher Oil.
We’re not in nirvana anymore are we? Miserable day but it didn’t have to be this way. You could have been selling into strength and buying the stuff that does well when the economy is in the soft patch. When you have a stalled economy you buy health care. You buy UNH. You buy the small and intermediate sized oils, XEC, HAL. Or you buy stuff that has the cycle, BA. Or you go into aisle 4 and aisle 7, how about the cereal stocks? GIS, K. You gotta know this downturn means to buys the PEP, GIS, UNH, ECA, CI you buy the stuff that doesn’t need the economy to rock.

Q: Does today’s report make MAN a buy?
A: No. At this particular stage you should NOT be buying the temporary employment companies. I urge you to think specialty health care. It is better to own a small health care cost containment company that anything having to do with employment.

Q: Should I sell retail stocks and move into oil stocks?
A: I sold my URBN a couple of weeks ago because we are in nose bleed territory. The conclusion should not be to go into XOM, CVX, BP, RD those have had their day. We are in the eighth inning with oils. Those that will still work are the medium sized oils – BBG, XEC, these make sense to me. I need you to take profits in the major oils. The bottom line: I still like oil but I don’t have that love affair going on anymore.

Q: Give us your opinion on the pharmaceuticals
A: I don’t like to buy stocks with no growth that have dividends. I like to buy stocks that have dividends with growth. With MRK, I don’t see a lot of growth there. I happen to like WYE, PFE, SGP. But, I don’t see those companies doing as well as DNA. I want to caution you that while I think that PFE can go higher, I think that the big gains will not be in old pharma but will be in biotech – DNA, GILD, GENZ, and in the health care cost containment companies – UNH is special to me as its not expensive and has more growth. The economy right now is too cold for most of the stocks that I follow. What I need you to do is focus on what’s in the supermarket. PEP, UNH, GIS. I don’t want you to have that economic sensitivity. If you still have it I think you’ll be in the house of pain.

When I think Whole Foods (WFMI) I think Google (GOOG).
They are expensive stocks that really might be cheap. When they are put on sale I really notice. The analyst was right to downgrade WFMI because it had reached his price. This is authentic Wall Street gibberish. If you get sucked into that you’re going to sell the SHLD at 60, the GOOG at 100 and you’re gonna give up on WFMI. Here is what you do. One man’s downgrade is another man’s feast. Maybe you buy 25 shares here if you want to end up owning 100. What you need to do is be able to say ALL ABOARD when someone downgrades a high quality stock. You don’t need to run from it, you walk to it. Just like GOOG down 7, WFMI down 5 – that should be a bell going off saying I’ve been waiting to get into that for a while, I’ve been waiting for a sale. If every time a major department store threw a sale do you think that’s because everything got ripped and has moths? No. Nobody ever made a dime panicking. I want you to do a little bit of buying and let it come to you at your prices. BULL.

Q: Is HANS a cheaper way to take advantage of WFMI?
A: We like to buy the actual play, not the derivative play here. Greenberg is worried about Clearly Canadian. At one time they were the hottest drink company in the world and it crashed and burned. Greenberg doesn’t want you to crash and burn. He’ll say – I saw that movie before and it ends badly. I’ll say – I saw that movie before and the middle is great and I leave right after it.

Q: Is it possible that WFMI is riding on a dietary fad?
A: I think that people want to eat healthy and they feel, correctly that the big supermarkets don’t protect them from unhealthy foods. People feel like Whole Foods protects them. That’s a good housekeeping seal of approval that you don’t have to pay much for and that stock can go up 20% in revenues for the next 5 years before they start bumping into each other.

MAD MONEY MAIL - MAILBAG:

Q: Should I get back into SHLD?
A: Eddie Lampert is turning around SHLD. I own stock in it, up $100 and I don’t care. We need to care more about where it’s going then where it came from. Buy one share and buy more when it comes in.

Q: Gotta call a personal foul on the 50% off club:
A: What I said is that I need you to get involved in the market and this might be the way. I wasn’t breaking my discipline to say that history matters more than the future. MOT is a very inexpensive stock/

Q: What is an acceptable percent that margin should represent?
A: ZERO. We don’t borrow money to buy stocks, just homes.

David Jaffe, President and CEO of Dress Barn (DBRN) joins Cramer:

Q: Any possibility you can raise your margins?
A: We certainly see an opportunity to increase our margins.

Q: Tell us about Maurices, which you acquired:
A: Based in the Midwest, have nearly 500 stores. Appeal to 17-34 year old demo, which is slightly different than Dress Barn. They are also willing to go into small markets and become a fashion destination.

Q: What’s the campaign for fall marketing?
A: We’re trying to give the customer great, current fashions that fit her lifestyle. This is not the old Dress Barn that may have had things that looked a little dowdy. This has merchandise that is current and at prices that you can’t get at department stores.

Cramer’s Summary: I missed CHS and BEBE. This Dress Barn is a very inexpensive stock. BULL – I think Jaffe knows what he’s doing. This could be the next thing and you will not regret taking a good look at it, do the homework. I’d pull the trigger if I were you.

Not all resignations are a big deal:
The Morgan Stanley resignations today are meaningless.

COGN, MSTR, BOBJ – I think there is more pain ahead for these.
I’m worried about software, SEBL worries me, Oracle (ORCL) worries me. I think CA could be struggling here too. Extrapolate the COGN by saying that MSTR and BOBJ are not for me.

Disclaimer: I AM NOT JIM CRAMER. I sometimes write the summary in first person because my brain doesn't quite move fast enough to process and type at the same time, so please excuse that. This blog has no affiliation with Jim Cramer, CNBC, or Mad Money. If you'd like to contact Cramer email him at madmoney@cnbc.com, or call 1-800-743-CNBC. This is done for you and I to be able to better track and follow Cramer’s comments. The show goes by quickly so I try and catch as many keywords as possible for each stock because of this, ACCURACY IS NOT GUARANTEED but is however strived for.

NOTE: I've added today's closing price to each of the stocks listed below.

UNH - 50.6 - UnitedHealth Group Inc. - You buy this when you having a stalled economy
XEC - 39.2 - Cimarex Energy Co. - You buy this when you having a stalled economy
HAL - 43.41 - Halliburton Company - You buy this when you having a stalled economy
BA - 64.66 - Boeing Company, The - You buy this when you having a stalled economy
GIS - 50.59 - General Mills, Inc. - You buy this when you having a stalled economy
K - 46.18 - Kellogg Company - You buy this when you having a stalled economy
PEP - 56.01 - PepsiCo, Inc. - You buy this when you having a stalled economy
ECA - 35.93 - EnCana Corporation (USA) - You buy this when you having a stalled economy
MAN - 40.98 - Manpower Inc. - At this stage you shouldn't be buying this
XOM - 57.15 - Exxon Mobil Corporation - They've had their day
CVX - 55.06 - ChevronTexaco Corporation - They've had their day
BP - 61.33 - BP p.l.c. (ADR) - They've had their day
RD - 59.33 - Royal Dutch Petroleum Company (ADR) - They've had their day
BBG - 30.51 - Bill Barrett Corporation - Right here

The Lightning Round:

MOVI - 32.14 - Movie Gallery, Inc. - BEAR
BBI - 9.41 - Blockbuster Inc. - Don't want to own it
JNPR - 25.22 - Juniper Networks, Inc. - ring the register - ffiv is fast and better
TASR - 11.1 - TASER International, Inc. - BEAR - that's in major bear mode
ELN - 7.03 - Elan Corporation, plc (ADR) - DIVE DIVE DIVE DIVE SELL SELL SELL SELL SELL SELL SELL SELL SELL
IBM - 75.79 - International Business Machines Corp. - Worried about the quarter - BEAR - Sell it
VTSS - 2.45 - Vitesse Semiconductor - Pig - BEAR - personal foul - stay with best of breed - INTC
ECA - 35.93 - EnCana Corporation (USA) - What's not to like - BULL - Land bank, natural gas, coal bed methane - HALLELUJAH!
COP - 55.01 - ConocoPhillips - The most levered to oil - I want you to ring the register - take the gain from the split
SIRI - 6 - Sirius Satellite Radio - Think the smart money likes XMSR more - sorry Mel Karmazin
AKAM - 13.74 - Akamai Technologies, Inc. - I don't like anything about it - BEAR - ring the register
CAJ - 54.44 - Canon Inc. (ADR) - You gotta go to Tokyo to get a bad tech stock? BEAR - I don't want to own it
TGA - 5.56 - TransGlobe Energy Corporation (USA) - Canadian oil company with interest in Yemen - that's the kind of thing that's just too hard for me.
AMED - 31.29 - Amedisys, Inc. - Home health care nursing - this is the play on the nursing shortage. Good play, niche health care - BULL
CME - 246.19 - Chicago Mercantile Exchange Holdings - Very good company - ring the register, its too high - this is WFMI at 150, GOOG at 350 take the profit
PLL - 28.79 - Pall Corporation - Go from PLL to PNR, one that I own
PNR - 43.75 - Pentair, Inc. - try to get it before 43 if you own PLL
CHK - 21 - Chesapeake Energy Corporation - Had them on when it dropped to 19, they were buying at 21, 22 - BULL - Hold on to that - it’s the kind of medium size natural gas company that is so for me at this point in the cycle
SOV - 22.36 - Sovereign Bancorp, Inc. - I'd rather be in PNC - swap into that now
UCOMA - 9.17 - UnitedGlobalCom, Inc. - Broadband communications? Are you in a cave? I don't wan you in UNTD or EarthLink either.
UNTD - 10.98 - United Online, Inc. - Don't want you in this
ELNK - 9.29 - EarthLink, Inc. - Don't want you in this
TMA - 30.45 - Thornburg Mortgage, Inc. - Ring the register - dividend is fine, we want NLY instead
NLY - 18.83 - Annaly Mortgage Management - The heck with Greenberg, he doesn't know what he's talking about on this stock
WSTL - 6.42 - Westell Technologies Inc. - SELL SELL SELL SELL SELL SELL SELL SELL SELL SELL SELL
HON - 36.34 - Honeywell International - BULL - like the guy running the company - I like the stock
SYY - 37.43 - SYSCO Corporation - BULL
CSCO - 19.4 - Cisco Systems, Inc. - BEAR - dive - sell sell sell - move on, there is life after Cisco
SM - 26.83 - St. Mary Land & Exploration Co. - Crude oil, like it BULL
BG - 61.95 - Bunge Limited - SO for me, Sell ADM, Deere - buy Bunge
OATS - 11.47 - Wild Oats Markets, Inc. - Best of breed guy - endorse WFMI but not OATS
MRK - 32.09 - Merck & Co., Inc. - SELL SELL SELL
PDE - 23.68 - Pride International, Inc. - BULL - so RIGHT here.
CCMP - 30.91 - Cabot Microelectronics Corporation - BEAR - get INTC instead, its raising numbers by the day
ASEI - 38.76 - American Science & Engineering, Inc. - BEAR - Poor mans, LLL - no way
XTO - 31.49 - XTO Energy Inc. - That's like XEC, exactly where I think you should be BULL
OII - 38.16 - Oceaneering International - Raising numbers - BULL - taking advantage of the high nat gas prices - those guys are winners in my book
POOL - 36.05 - SCP Pool Corporation - BULL - the way to play the advancing price in homes that everyone else thinks is a bubble but you and I know better
CAB - 20.28 - Cabela's Incorporated - BULL - sticking with them cause I like the stores
BKST - 20.15 - Brookstone, Inc. - That's done - its got a bid - ring the register
NUS - 23.07 - Nu Skin Enterprises, Inc. - BEAR - go with JNJ instead
TXI - 46.15 - Texas Industries, Inc. - Cement was last years play - don't want to own Cemex either
AMX - 56.97 - America Movil S.A. de C.V (ADR) - Only Mexican stock we're endorsing
COGT - 21.3 - Cogent, Inc. - Fingerprint id is so right - like the sector, like is so much more than laser card - BULL, I'm sticking with it
HD - 39.72 - Home Depot, Inc. - BULL - I do like the company
SVM - 12.88 - ServiceMaster Company - Good company not great.
JCI - 56.41 - Johnson Controls, Inc. - This is an auto supplier that is doing great, also have a terrific chemical business - I'd ring the register out of deference to some of the bear stories

JDSU - 1.58 - JDS Uniphase Corporation - SELL SELL SELL SELL SELL SELL SELL SELL SELL SELL SELL DIVE DIVE DIVE DIVE DIVE DIVE DIVE DIVE
NT - 2.86 - Nortel Networks Corporation (USA) - SELL SELL SELL SELL SELL SELL SELL SELL SELL SELL SELL DIVE DIVE DIVE DIVE DIVE DIVE DIVE DIVE

Jim Cramer's Mad Money - June 2, 2005

Why does everyone love $2 Stocks?

This week and next are the weeks where every little piece of garbage starts moving and running and you gotta feel like holy cow, the race is on.

Gary Smith, CEO of Ciena (CIEN) joins Cramer:

Cramer’s Summary: First I want you to understand that $2 stocks are different animals. They didn’t get to $2 because they want to be there. Ciena I think is too HIGH. I think it convinced no one today that the gap of profitability is about to be closed. $2 stocks like Ciena are guilty until proven innocent; I’m not ready yet to pull the trigger.

Bottom line on $2 stocks: I don’t like these stocks. They are foolish; for the most part you are going to lose money. They are the jokers of the hand and so few times do the jokers ever turn wild.

Major buying opportunity ahead!

PG, G, KMB, AVP, CL – If you are like me, always eyeing these best of breed names, you want to wait until the day when you hear the Kernan team saying they are cutting numbers. What I always like to do is not be in the stocks and then wait for that moment and get into the best of breeds cheaper. I think the numbers are too high for these. They all have huge exposure to overseas markets. Colgate, 72% of sales came from outside the U.S. Avon 71%, Gillette 62%, Proctor and Gamble 54%, Kimberly Clark 43%. The dollar has been on a romp and has been so steep so quickly that I think all of these companies’ sales could be fractionally lower than everyone’s thinking. If you own them now and can’t handle CNBC breaking a story with this information then ring the register. If you are like me though you want to build positions in these names as the numbers come down, wait four weeks until numbers cuts. I think its going to happen over the next three weeks. I believe the estimates could be too high unless the dollar dives which I don’t think is gonna happen.

Q: With strengthening dollar do interest rate stocks make sense here?

A: When the dollar gets strong we are willing to overlook a lot of what goes wrong. When you are lending out in weak dollars and being paid back in strong dollars that’s the play. I like Citigroup (C), Bank of America (BAC) and JP Morgan (JPM) as strong dollar plays.

BEATING THE RACKET: Cramer talks with Herb Greenberg of Herb Greenberg’s RealityCheck

Greenberg: With HANS you avoided losing money in a stock that could have potential problems.

Greenberg: CVS went from a YELLOW FLAG to a RED FLAG on my watch list. It has rising profit and falling cash flow. They are turning around, trying to make money by cutting costs. Comp store sales are still single mid digits. It has a history under somewhat different management of playing some games. LIFO, FIFO. Everyone else in the industry accounts for inventory differently than they do. They don’t return my calls and don’t like me.

Cramer: It reminds me of AZO, AutoZone. AZO, HANS, CVS – I come up with stocks that make people a lot of money.

Greenberg: AZO is getting their cash flow partly from debt. You and I disagree on this. Stocks and businesses are two different things. I do believe, for no other reason than it makes sense – that you’ll see the Sears Auto Center renamed AutoZone.

Cramer: Hallelujah!

Greenberg: Washington Post bought back no stock last year.

Cramer: HANS, I understand the yellow flag. CVS, okay. AZO – that one is for me.

I like companies that Under Promise and Over Deliver

Wal-Mart (WMT) constantly forecasts high and then drops the bomb.
SBC Communications (SBC) announced buyback very high and then announces an equity offering at the low. If you own SBC I think you should sell it.

In eight days we find out the stocks that’ll be included in the rebalanced Russell 2000 It’s a game I’ve tried to play multiple times, don’t be convinced by your broker to try it.

Disclaimer: I AM NOT JIM CRAMER. I sometimes write the summary in first person because my brain doesn't quite move fast enough to process and type at the same time, so please excuse that. This blog has no affiliation with Jim Cramer, CNBC, or Mad Money. If you'd like to contact Cramer email him at madmoney@cnbc.com, or call 1-800-743-CNBC. This is done for you and I to be able to better track and follow Cramer’s comments. The show goes by quickly so I try and catch as many keywords as possible for each stock because of this, ACCURACY IS NOT GUARANTEED but is however strived for.

NOTE: I've added today's closing price to each of the stocks listed below.

LU - 2.81 - Lucent Technologies Inc. - Charitable trust owns LU, under 2.90, I think it’s a buy
CMGI - 2.39 - CMGI Inc. - Above $2.50 ring the register, even though its profitable and has a billion in revenues
JDSU - 1.58 - JDS Uniphase Corporation - Buy this when HELL FREEZES OVER
NT - 2.76 - Nortel Networks Corporation (USA) - Wait three days until after thermonuclear war then buy it.
SUNW - 3.79 - Sun Microsystems, Inc. - I think its still moribund. This is not what I want it to do. I think they paid too much for StorageTek
CIEN - 2.41 - Ciena Corporation - I think its too high. Guilty until proven innocent. If you want China, go buy Starbucks or Intel. I want to own it at $2, $2.40 is too much

The Lightning Round:

ALEX - 44.1 - Alexander & Baldwin - BULL - bulk transportation and I like it
VDSI - 9.45 - VASCO Data Security International, Inc. - BEAR - no, get a better stock but keep energy
WOR - 16.95 - Worthington Industries Inc. - I think that's been at 17 since the ice age BEAR - I don't like any of the steel stocks either
ONB - 20.12 - Old National Bancorp - That's for me - BULL - What I'm looking for in a regional bank
CMA - 56.64 - Comerica Incorporated - Also like this regional bank
KEY - 33.02 - KeyCorp - Also like this regional bank
SBL - 11.19 - Symbol Technologies Inc - Jumping out the window - I've been selling it in my charitable trust
GTE - 3.38 - GlobeTel Cmmcnts Corp - I don't like it - VOIP - these are all the things that make me issue the SELL SELL SELL
HXL - 16.4 - Hexcel Corporation - BUY - BULL - cool industrial materials, right point in the cycle for that stock
F - 10.27 - Ford Motor Company - Ring the register - BEAR
BAC - 46.18 - Bank of America Corporation - BULL - That's for my, good yield, nice buyback
WTR - 28.08 - Aqua America, Inc. - BULL- water is in short supply, CEO Is one of my favorites
CVX - 54.97 - ChevronTexaco Corporation - Ring the register - a little tired of it here - like intermediate sized oils more than the majors here.
KRB - 21.3 - MBNA Corporation - No no no. Buyers of Metris
MSO - 25.55 - Martha Stewart Living Omnimedia Inc. - Its okay - BEAR - but at 22 I'll get after it on the long side
CREE - 29.99 - Cree, Inc. - I am a best of breed when it comes to semi's. Ring the register - sell it and pick up a little INTC that would be a good trade
OXY - 74.72 - Occidental Petroleum Corporation - Ring the register - take profits - did you see the insider selling in that sucker?
WYNN - 53.4 - Wynn Resorts, Limited - Someone's moving that up aggressively. Sell it and swap into Borgata or Trump
AMD - 17.05 - Advanced Micro Devices, Inc. - Swap out and go into INTC
NTAP - 29.33 - Network Appliance, Inc. - Stock should be lower after lousy quarter, sell it
SCHN - 23.47 - Schnitzer Steel Industries, Inc. - This should be sold here - I think its time has come and gone
DRL - 12.09 - Doral Financial Corp. - Did hell freeze over? Jump out of window - get out of that stock. I still don't understand how they are able to do that badly.
MSTR - 55.49 - MicroStrategy Incorporated - I don't want you in this stock - ring the register - sell it
AYI - 25.02 - Acuity Brands, Inc. - Pass - too hard for me
HAIN - 18.83 - The Hain Celestial Group, Inc. - Like that - BULL - think quarter should be good because of natural foods craze
DIS - 27.44 - Walt Disney Company, The - Like it, raised prices think it’s a good one
RIMM - 83.13 - Research In Motion Ltd. (USA) - We loved RIMM at 68, take some off the table here
CNT - 42.66 - CenterPoint Properties - Natural gas - BULL - not the best stock but a good company
CMRG - 7.34 - Casual Male Retail Group, Inc. - Men's Warehouse is better, JOSB is better than that - NO SELL IT
FORD - 19.6 - Forward Industries, Inc. - BULL - understand, it’s a very tight float
ACAS - 35.09 - American Capital Strategies, Ltd. - Greenberg doesn't like it. I think its okay but risky if Fed stays aggressive, take a little off the table
NOVN - 18 - Noven Pharmaceuticals, Inc. - BULL - technology seems sound. Worried about options strategies
TGT - 54.65 - Target Corporation - BULL - Best of Breed - I want everyone who is still in WMT to swap out and go into TGT
JBLU - 22.57 - JetBlue Airways Corporation - BULL - only airline I'll say positive things about
ARXX - 8.1 - Aeroflex Incorporated - BEAR - SELL SELL SELL
STX - 21.3 - Seagate Technology - Sell at 52 week high here. Ring the register
SONE - 4.5 - S1 Corporation - Playing in 1999, come on. How much money can one stock lose people BEAR
VAR - 36.96 - Varian Medical Systems, Inc. - Like this, BULL - fundamentals are good here
NAPS - 4.48 - Napster, Inc. - Personal Foul - Barely a company as far as I'm concerned - SELL SELL SELL - Bear
ERTS - 53.53 - Electronic Arts Inc. - BULL - you are three months away from salvation with ERTS, don't sell it here
DWA - 29.75 - DreamWorks Animation SKG, Inc. - Angry that Madagascar wasn't as big as expected - BEAR
DGX - 106 - Quest Diagnostics Incorporated - Best of breed lab play - BULL
RIO - 29.85 - Companhia Vale Do Rio Doce (ADR) - BEAR - you don't want to be in that one
IACI - 25.08 - IAC InterActiveCorp - BULL - I think you'll make money when they split the companies up
NXTL - 30.9 - Nextel Communications - Ring the register - not arbitrageurs
PSSI - 11.75 - PSS World Medical, Inc. - Like the company
CTHR - 21.5 - Charles & Colvard, Ltd. - Man, No. No. Not a great company. SELL it.

UHS - 59.23 - Universal Health Services - Just announced a buyback - good things happen to companies who know what they are doing
BEBE - 42.57 - bebe stores, inc. - Downgrade by analyst just the other day before 40%+ comp store sales - yikes!
SBC - 23.42 - SBC Communications Inc. - announced buyback very high and then announces an equity offering at the low. If you own SBC I think you should sell it.
WMT - 48.22 - Wal-Mart Stores, Inc. - Sell and swap into TGT
VNO - 78.65 - Vornado Realty Trust - BULL - They just made a giant acquisition, I think the stock is a buy here and that there is no top in real estate. If it were at 75 I'd be jumping up and down telling you to buy it now.
AWA - 6.15 - America West Holdings Corporation - SELL SELL SELL
PEET - 29.82 - Peet's Coffee & Tea, Inc. - Next starbucks? Give me a break

Jim Cramer's Mad Money - June 1, 2005

Not everyday is nirvana. But today it was.

Getting to Nirvana:
1) It takes time, 8 rate hikes
2) 80 to 20 mph > > Soft Landing
3) High Octane Fuel But No Inflation
4) Need Generals – Stocks that are completely in a bullish pattern and don’t want to quit

Cramer’s Six Five Star Generals:

1. Google (GOOG) – If it were a 29 stock that I told you was going to 35 you’d say yeah get me into it. But because it’s 290 and I say its going to 350 you get nervous and worried. Stop it with that. 1999 had to do with taking up stocks that were going up for no reason. That is over worth. This stock is a 290 stock that is going to earn 7 dollars a share and should get a 50 multiple.


2. Genentech (DNA) – This stock would be clocked for speeding its going so fast. I think DNA is trying to get to 100 and is not slowing down.


3. Toll Brothers (TOL) – Hard to believe that this could be a General but now its one of the great performers of the era, shows no signs of slowing down and still only sells at 11 times earnings. Don’t forget it’s a land bank in a country where land is still very cheap versus other countries.


4. Intel (INTC) – I know what you’re thinking; it’s all the way up from 18. You know this sucker is down big from where it used to be. It’s clearly breaking out in anticipation of something good. The summer used to be a terrible time to own Intel. It used to be “Intel in May, Go Away.” Nope. I think the better period is coming ahead three months ago.


5. United Health (UNH) – Get sick of me talking about it when you own the darned thing and its gone up a bit, until then you have no right to be sick of me talking about it. Still has a very low multiple, fantastic balance sheet, increased dividend and don’t forget it owns the Medicaid plan. Seven months from now, Medicaid, that’s right, and this is the one to go.


6. Citigroup (C) – This is a company that has now paid about 3 billion in fines and fees to just about everybody but how can this situation not get better. Company came out this morning and said business is not good and the stock still went up. Isn’t that the General? Taking fire but not blinking?

Bottom line: You need to be in the General’s.

It is hard to find good quality stocks, I want to cherish them and sell them but I don’t want to sell them. The toughest thing for me at this very moment is thinking you are a sucker getting in now. That’s where we’ve got the 50% off club.

50% Off Club: This is a group worth embracing.
I’ve always felt it’s so difficult to pull the trigger after a big run that you need help and a little push. You need to know you aren’t paying the high.

1. Corning (GLW) – is Down 86% from its all time high. Are you really catching the top here?


2. Motorola (MOT) – Down 67% from its all time high. Multiple revisions up in earnings. I like that


3. EMC Corp (EMC) – Down 86% from its all time high. Kicking IBM’s butt growing software and services. Maybe it should have never been that high but should it stay this low? No.


4. Broadcom (BRCM) – Down 87% from high of 275. Never lost its communications chip lead.


5. Yahoo (YHOO) – Still of 68% from its high.

We all know these highs probably shouldn’t have occurred but when I look at these I think you aren’t paying top dollar yet, except maybe the Google. When you buy the 50% Off Club you know that the bottom line is that you aren’t getting in at the top, no way no how.

Beat The Racket: Best Buy (BBY)

Retail is SO right. How do I be sure I don’t own the HOTT of the retailers? How do I know I own the Best of Breed? For the longest time my favorite hard good retailer was Best Buy (BBY). I wanted to get off the ship though because my friend, Matt Fassler, the Goldman Sachs Retail Analyst, downgraded the stock.

Cramer: When you downgraded Best Buy you had long term secular concerns.

Fassler: The biggest change from then till now is that management has changed its tune on how it’s coming at the music business. Back in January and February the company line was that they had a number of years to gradually manage the decline in store based music. The company’s experience in the fourth quarter led them to come to terms with the fact that music is going to be declining farther and faster. They’ve made a couple of changes: Taking square footage away from music and gradually devoting it to video games and DVD’s and working on their specific assortments of music. Management’s treatment of that reality has changed.

Cramer: We were also concerned with virtual fire sales going on at competitor stores. Have those concerns lessened?

Fassler: The magnitude of promotional activity has flattened out.

Cramer: How do we play the hardware revolution in games?

Fassler: Best buy does a great job merchandising video games. In many newer stores you can sit and play the games. Nice game cycle coming in that space.

Cramer Summary: Best Buy – BULL. One of the things that should take your breath away is that when you buy best of breed you adjust. They lessened the music, they changed, adapted and are flexible. The problems with Radio Shack and Circuit City are behind them. Fassler’s right: I’M A BUYER OF BBY.

SBC cut the prices of DSL access.

SBC’s Ed Whitaker is one of those guys who takes no prisoners. Whenever he takes an action its usually because he just found out something good that’s going to happen to a cable company. My take is that you take the other side of the trade. I’d buy Comcast here. I see the possibility of a deal between a major cable company and a major cell phone provider for one price – one phone number, one high speed cable modem line and that is what I think Whitaker was trying to get ahead of at SBC. Now, what happens here: Day one we have the Whitaker thing. Day two nothing, that’s tomorrow. I think by Friday we hear exciting news by some cable company and some cell phone company that makes you want to own Comcast. Bottom line: Why wait? Comcast is being knocked down, take advantage.

AM I DIVERSIFIED?

Diversification is the only free lunch in the game my friends.

Portfolio: CTSH, GE, JNJ, MDT, NAT
Am I diversified?: No. GE, no problem. NAT, not a fan but I like the dividend. Problem is that JNJ and MDT leave you hostage to the stent and medical device business. Why not swap MDT out for Citigroup (C)?

Portfolio: GLW, MOT, INTC, TWX, DYN
Am I diversified?: No how no way. You are so deep in technology you put me in the way back machine to 1999. GLW and MOT are very much together. Layer on INTC and you’re diversification is TX and DYN a little four dollar. If I were you I’d swap GLW or MOT, I’d prefer GLW and get into a bank, maybe a health care company.

Portfolio: HCA, USB, WMT, HD, AN
Am I Diversified?: No. This is a tough one. HCA, ok with me. USB, not my favorite but diversified with a nice dividend. Then three retailers. I’d let go of the WMT. Think you should be in a diversified conglomerate and a defense company. Sell the WMT, sell the AN.

Cramer talks with Ara Hovnanian, CEO Hovnanian Enterprises (HOV):

Quarter missed the high estimate and therefore sent the stock down. Is this a buying opportunity given how hot the homebuilders are?

Cramer: When I look at what you reported, other than your tax rate, there really wasn’t anything that was too disappointing. Am I too pro homebuilder?

Hovnanian: I don’t think so. Our net income eps is up 53%. We beat consensus, perhaps not the highest person in the estimate. Frankly, I’m thrilled with it. We raised our projections once again as we’ve done quarter after quarter for years now.

Cramer: UBS says this shortfall – unit closings fell below our expectations in part due to weather delays. Does this guy know what he’s talking about?

Hovnanian: The weather, particularly, the winter weather in California, the whole west coast, Arizona, was quite bad with a lot of precipitation, 100 year record levels. This had an impact on land development as without the streets being in, water, sewer, curbs, sidewalk, you can’t build the houses or begin to build the houses.

Cramer: Makes sense. Do you have a lot of land banked that you can build homes on?

Hovnanian: We have a significant land position. We use a lot of options is buying land, which we like. About 25% of the lots we control and we control about 100,000 lots and the other 75% we have options on. We are particularly strong in the Northeast and New Jersey, also the D.C. market which has been very strong as well.

Cramer: To me this stock, down a buck is a mistake. If you like the housing group you just got a chance to buy it cheaper than it should be.

Cramer talks with Charlie Kleman, COO and CFO of Chico’s FAS (CHS):

Cramer: What is it about you guys that you are able to accelerate your earnings the way you do?

Kleman: It’s really number one the product, then the customer service, then the marketing. That’s probably the third reason, the Passport club included, it accounts for over 96% of our sales, that’s through the Chico’s brand and over 50% in the White House / Black Market brand we acquired about a year and half ago. 29 of the past 32 quarters have been over a 30% increase in Net Income. That’s a long run over 8 years.

Cramer: Where are you in terms of number of states you’re in now? How far along are you in the development process?

Kleman: We have about 700 stores now. We believe we can have 600-800 Chico’s stores, north of 500 White House Black Market stores and we just launched our intimate apparel line, Soma by Chico’s, and we believe that can be everywhere Chico’s can be.

Cramer: Wow, means they could double the store count.

Cramer Summary: Here’s how I approach this stuff. I have retailers that aren’t at their 52 week high that I like more than this but here’s what you do. There’s always gonna be some sale, in the stock market. Write this one down. At 32 I want you in.

Don’t forget the General’s and the 50% Off Club: GOOG, DNA, TOL, INTC, UNH and C. GLW, MOT, EMC, BRCM, YHOO. Got to be something to buy there don’t you think?

Disclaimer: I AM NOT JIM CRAMER. I sometimes write the summary in first person because my brain doesn't quite move fast enough to process and type at the same time, so please excuse that. This blog has no affiliation with Jim Cramer, CNBC, or Mad Money. If you'd like to contact Cramer email him at madmoney@cnbc.com, or call 1-800-743-CNBC. This is done for you and I to be able to better track and follow Cramer’s comments. The show goes by quickly so I try and catch as many keywords as possible for each stock because of this, ACCURACY IS NOT GUARANTEED but is however strived for.

PG - The Procter & Gamble Co. - Don't sell these stocks if you can help it. Good stocks are hard to find.
WFMI - Whole Foods Market, Inc. - Don't sell these stocks if you can help it. Good stocks are hard to find.
HOTT - Hot Topic, Inc. - Don't need to go there, enough problems with the good ones
BBY - Best Buy Co., Inc. - BULL - See comments earlier in show
GOOG - Google Inc. - One of six five star General's leading the market higher. See comments earlier in show. BULL
DNA - Genentech, Inc. - One of six five star General's leading the market higher. See comments earlier in show. BULL
TOL - Toll Brothers, Inc. - One of six five star General's leading the market higher. See comments earlier in show. BULL
INTC - Intel Corporation - One of six five star General's leading the market higher. See comments earlier in show. BULL
UNH - UnitedHealth Group Inc. - One of six five star General's leading the market higher. See comments earlier in show. BULL
C - Citigroup Inc. - One of six five star General's leading the market higher. See comments earlier in show. BULL
GLW - Corning Incorporated - Member of the 50% Off Club that I know I'm not buying at the highs. BULL
MOT - Motorola, Inc. - Member of the 50% Off Club that I know I'm not buying at the highs. BULL
EMC - EMC Corporation - Member of the 50% Off Club that I know I'm not buying at the highs. BULL
BRCM - Broadcom Corporation - Member of the 50% Off Club that I know I'm not buying at the highs. BULL
YHOO - Yahoo! Inc. - Member of the 50% Off Club that I know I'm not buying at the highs. BULL
JPM - JPMorgan Chase & Co. - After the bell says it’s like the worst quarter ever for trading. Trade better will you?

The Lightning Round (Are you ready SkeeDaddy?):

WM - Washington Mutual Inc. - BULL - near the end of the tightenings it goes from a stock I loathe to a stock I like
SWN - Southwestern Energy Company - BULL - even though its at 52 I wouldn't ring the register
AIRT - Air T, Inc. - UPS and FedEx are better Best of breed my friend
SSRI - Silver Standard Resources Inc. (USA) - BEAR - I'm not endorsing a silver stock on this show - no how no way
JOSB - Jos. A. Bank Clothiers, Inc. - Stock won't quit - BULL - good stock here, maybe wait for a little pullback before buying
JOE - The St. Joe Company - I think that as the land banks go ST Joe is solid. I love it. 800,000 solid acres of land.
BSX - Boston Scientific Corp. - Dive. I'm giving up on BSX and I've been very patient
DBRN - The Dress Barn, Inc. - Nice quarter after the close. I like this although I don't shop there
MO - Altria Group, Inc. - BULL - waiting for June decision to come down in Illinois. After that decision I think they break the company into three segments and I like all three but the only keeper will be Kraft.
FL - Foot Locker, Inc. - Ring the register - like all sorts of shoe companies but doesn't mean I need to go to the stores where they sell the stuff
MTZ - MasTec, Inc. - No no. These guys lay down the fiber. Don't like company ort the management. That stock is NOT for me. BEAR.
ITT - ITT Industries, Inc. - BULL - one of the great sleeper stocks. I wish they'd take Alcoa out of the Dow and add ITT
DSCO - Discovery Laboratories - Ring the register - you just got real lucky, you won the lottery.
NWAC - Northwest Airlines Corporation - Personal foul - All airlines with the exception of Jet Blue will receive that button from now on
CTL - CenturyTel, Inc. - Not bad if you have to own a telephone company but I don't so BEAR
REG - Regency Centers Corp. - Good but a little too high I prefer FRT.
UMC - United Microelectronics Corp (ADR) - That's not for me. Ring the register. It's a 3 dollar Taiwan thing.
PQUE - PetroQuest Energy, Inc. - May I suggest Cimerex (XEC) I think you'll be pleasantly surprised
CRM - salesforce.com, inc. - They are winning business hand over fist, kicking Seibel's butt. I say Hallelujah! BULL
PBI - Pitney Bowes Inc. - Nice, quiet good stock with good yield, good management. BULL.
ABFS - Arkansas Best Corporation - Not for me. If you have to own a trucker, and you don't need to, own YELL.
CMS - CMS Energy Corporation - I always want to buy this lower quality energy stock but then I see DUK or EXC and say get those instead.
DUK - Duke Energy Corporation - Get these instead of CMS
EXC - Exelon Corporation - Get these instead of CMS
DO - Diamond Offshore Drilling Inc. - BULL - That's a good oil driller
HAL - Halliburton Company - another good oil driller that I like
SLB - Schlumberger Limited - another good oil driller that I like
R - Ryder System, Inc. - The time to own this was 1988 when I owned it last BEAR
NT - Nortel Networks Corporation (USA) - You just got lucky with that gain. Never too late to SELL Nortel.
FBC - Flagstar Bancorp, Inc. - Not expensive, niche bank. That company does well after eight tightenings. BULL
RDY - Dr Reddy's Laboratories Limited (ADR) - Much too generic for me, remember ABLE - you don't want that. How about DNA - they invent drugs there.
SEBL - Siebel Systems, Inc. - Swap out and into CRM Salesforce.com.
ARXX - Aeroflex Incorporated - Has fiber optics, no way no how. SELL SELL SELL
JSDA - Jones Soda Co. ( USA ) - Think this company is a sleeper way to be able to play drinks. Just got a Target contract. Think it’s the cheap HANS.
XRX - Xerox Corporation - Hear a lot of good things about Anne and I don't care. I want to sell the stock nine ways to Sunday. SELL SELL SELL

Jim Cramer's Mad Money - May 31, 2005

This was an ouch day, a lot of things didn’t work right.

Rumors came out that we’re gonna see some incredibly weak macro data which sent all the stocks down. Among the stocks that went down were the casino stocks.

Donald Trump, Trump Entertainment Resorts, Chairman and CEO on the phone:

Cramer’s Summary: If you believe as I do that this company is worth more than the $350 million dollar market cap, now I understand there is also debt, then I think what you do is wait for the bondholders to blow out of the common stock. Trump said the bondholders are happy, but they got stock and they don’t usually own a lot of stock so what happens is they just throw it away. That is your opportunity to buy down on the scale. Do I come right in here and start buying this? No. It’s not trading well enough. I do believe that if you can buy a Trump property on the cheap then well… BULL. Be careful though please as these after bankruptcy stocks do trade down.

Q: Can Atlantic City become an actual destination potentially competing with Las Vegas over time?

A: This is a question that has bedeviled those who have bought the stocks of the Atlantic City casinos over the years. I think the problem with Trump’s Casino’s is that they need renovation. The bottom line is that I’m not concerned about the Atlantic City component. I am concerned about the bond holders that took the stock for DJTE will kick the stock out and as they do you can buy.

Q: Do you think this is a good entry point to get into gaming stocks with the drop offs in WYNN and LVS?

A: I have not felt that. LVS goes down every day. What I’d lpook at in this group is the soon to be closed deal of Harrah’s and Caesar’s. To me the real bell ringer in this group is Caesar’s when it merges with Harrah’s because then you got the best of Vegas with the best of Jersey.

Q: What are the prospects for international growth for domestic gaming stocks?

A: This is what burned people so badly with LVS everyone is focused on Macau. The problem with that is that those people like to fly here, they like Vegas, they don’t like their area. International is grossly overdone.

Personal foul on those of you who are buying the DJTE stock right now when I said to wait. You who are taking the stock after I said they could be a good opportunity on the downside…

EBAY is back to most favored nation status. There are a couple of good things happening at EBAY. One, I believe the quarter is better than expected. BULL. Two, I think we’ve got accelerated revenue growth. What ever happened to those people that were complaining about the fee increases? The stock has been in the penalty box long enough that they are hungry for something new. They want to be in the ebay. Enough time has now passed that we traders have forgotten that Meg Whitman was thinking about leaving to DIS. Bottom line: I still want you in EBAY even after the big Goldman conference.

When I talk about trading $270 stocks on this show maybe (PERSONAL FOUL SOUND) is meant for me. It’s too hard in this environment. If you want to own Google (GOOG) you have to own it, not trade it. If you want to take some off the table because of the big run it’s had that’s great. Bulls make money, bears make money, pigs get slaughtered. That’s my takeaway though from the brutal rally, sell off and then rally again after the internet conference last week. I think the next time I tell you to try and thread the needle, send me an email to stop dropping bombs on us. The bottom line is: You like Google, you should have stuck with it and that my friends is right.

Q: How much upside do we have in EBAY when you factor in Paypal and the emerging financial services component?

A: The bull case on EBAY does not rest on Paypal. Everyone and his brother is trying to take them down and they can’t. It’s still the only auction house in town, including China and Europe. You own it for the core business which has accelerated apparently and throw in Paypal for free.

Q: Where do you really come up with numbers on what you want to own these stocks at? GOOG and EBAY?

A: I am using traditional earnings logic here. I am saying that Google (GOOG) is going to earn $7 / share next year. When we turn the page tomorrow and go to June 1, people are going to be looking at 2006 earnings. You look at what is that $7 worth? If Yahoo (YHOO) sells at 86 times this years earnings and 64 times next years earnings and EBAY sells at 48 times next years, if you are willing to use the relative matrix you have to come up with something between 50 and 60. Let’s take the low end, 50. 50 times 7 you get $350 bucks. The bell should be going off in your head if you think this isn’t real because you are wrong.

Never liked Amerindo because it chased momentum. Wouldn’t it be ironic if tech lead the way now. He’d be buying INTC, EBAY, MRVL, BRCM, GOOG here. Bottom line, this time I would buy high multiple tech. Also TIBX which I think bottomed today. This company down from 15 all the way to 6 and I like it here, if you pay 7 I disavow any knowledge of the trade!

Joseph Nocera, New York Times columnist joins Cramer: Talking about Hedge Funds and momentum Mutual Funds

Nocera: Janus was terrible in the boom. They had a fund that owned only 20 stocks. If they were a hedge fund they’d be out of business. Hedge funds are down about 2% and people are saying they are in trouble and they are right as some of them are in trouble because their investors won’t accept losses. They were so narrowly focused with too many managers in the same stocks. People need to have a better understanding of the importance of diversification.

Cramer: The bottom line is, listen up. Don’t be in these high flying money managing firms because they can go down and crush you if they’re all in the same stocks.

PICK OF THE WEEK: Remember my rules from my book, Jim Cramer’s Real Money: Sane Investing in an Insane World. I don’t like you speculating when it turns out that the fundamentals are declining. That’s what’s happening with MBNA (KRB). How about MXT instead? Here the fundamentals are improving. A $13 stock with business getting better. Don’t pay $14, use limit orders. I believe that MXT could get a takeover bid but if it doesn’t you won’t get hurt by the fundies.

DJTE - DJTE - See Cramer's comments earlier in today's show
GOOG - Google Inc. - See Cramer's comments earlier in today's show
EBAY - eBay Inc. - See Cramer's comments earlier in today's show

Disclaimer: I AM NOT JIM CRAMER. I sometimes write the summary in first person because my brain doesn't quite move fast enough to process and type at the same time, so please excuse that. This blog has no affiliation with Jim Cramer, CNBC, or Mad Money. This is done for me and you to be able to better follow and track Cramer’s comments, the show goes by quickly so I try and catch as many key words as possible for each pick. ACCURACY IS NOT GUARANTEED but is however strived for.

Lightning Round:

ZQK - Quiksilver, Inc. - No. Bear. You should have said the oil one.
JILL - The J. Jill Group, Inc. - Bear sell dive.
FRO - Frontline Ltd. (USA) - Ring the register. I didn't like that quarter. This is the last good quarter for FRO and I want to share that with all my other tanker friends.
BRCM - Broadcom Corporation - Real 1999 feel. I want you to be in that stock, I think its gonna have a great quarter.
CONN - Conn's Inc. - Ring the register - they are in the same game as Best Buy. I want you in the best of breed.
MDTL - Medis Technologies Ltd. - I can't figure out what it does, and if I can't after studying it 9 ways to Sunday you should sell sell sell
PSSI - PSS World Medical, Inc. - This is good, bull. This type of stock has tended to be able to get a takeover bid too - I throw that in only because I like the fundamentals.
T - AT&T Corp. - We aren't arbitrageurs - SELL SELL SELL
CMGI - CMGI Inc. - Stock has been sneaking back up. BULL. This company has a billion in revenues and is profitable.
SRX - SRA International, Inc. - Hard to understand. Pass. Seems interesting.
SSL - Sasol Limited (ADR) - Too late in the game for that. BEAR. I think many of the other alternative energy plays should be sold here.
AACC - Asset Acceptance Capital Corp. - SELL SELL SELL SELL SELL SELL SELL SELL SELL
WWY - William Wrigley Jr. Co. - BULL - now you are talking.
K - Kellogg Company - I like gum and I like cereal
GIS - General Mills, Inc. - I like gum and I like cereal
GM - General Motors Corporation - I'm not gonna abandon it as long as Krekorian is out there. BULL. Maybe we're blind and he's got one eye seeing things we can't see.
BBY - Best Buy Co., Inc. - BULL - best of breed that's gonna be a persistent bull
RNT - Aaron Rents, Inc. - Not a big guy in that rent game BEAR - don't like the way they make the money
CTXS - Citrix Systems, Inc. - I happen to like gotomypc use it and no one pays me to say it. I think CTXS is a winner BULL
MSFT - Microsoft Corporation - BEAR!
CELG - Celgene Corporation - CFO talking bullish about new product. I think CELG has now become one of the best of breed when it comes to biotech. BULL
LMT - Lockheed Martin Corporation - Nice place to be - BULL - LMT is for me.
SYY - SYSCO Corporation - BULL - that's for me - the business is en fuego
DNA - Genentech, Inc. - 52 week high, I like the stock. Do not chase it though wait for a pull back BULL
EYET - Eyetech Pharmaceuticals, Inc. - The idea was to buy at 12 and change when it goes to 15 ring the register, I can't sanction the trade now. It came and it went. Ring the register.
SONS - Sonus Networks, Inc. - SELL SELL SELL SELL SELL SELL SELL SELL SELL
JDSU - JDS Uniphase Corporation - SELL SELL SELL SELL SELL SELL SELL SELL SELL
TPX - Tempur-Pedic International Inc. - High risk here. BEAR. Not gonna embrace until it goes below 20
RL - Polo Ralph Lauren Corp. - BULL - like the stock in this environment.
COH - Coach, Inc. - like it too BULL
ADP - Automatic Data Processing - ALL ABOARD. This stock is so right and is the single biggest beneficiary of the Fed raising rates because it lives off the float on all those paychecks. TWO THUMBS UP.
UNH - UnitedHealth Group Inc. - Buy it. One of the best in show. Last time it split it went of 5% within three weeks.
ISSC - Innovative Solutions & Support - BULL - like LMT, like the group like the stock here
REV - Revlon, Inc. - SELL SELL SELL, 2.60 is where I'd pull the trigger on REV
NFI - NovaStar Financial Inc. - This isn't for me. Sub prime's no good at this point in the cycle.
TMA - Thornburg Mortgage, Inc. - Don't blame you for owning it but I'd swap into NLY
NLY - Annaly Mortgage Management - Swap into this mortgage co
GERN - Geron Corporation - Ring the register - think you take the gain there. I don't regard stem cell stocks as cheap.
HON - Honeywell International - Good things come to those who wait - BULL
TMS - Thomson (ADR) - If you like that you'd love Best Buy
BOOM - Dynamic Materials Corporation - Recommend selling it last week - take your profit
BBBY - Bed Bath & Beyond Inc. - BULL - like it, when the journal likes something I like we are probably late in the game
HANS - Hansen Natural Corp. - What a winner, every since Herb Greenberg came on the show its been straight up. I still want to ring the register.

GOOG - Google Inc. - I'd be buying high multiple tech here
EBAY - eBay Inc. - I'd be buying high multiple tech here
BRCM - Broadcom Corporation - I'd be buying high multiple tech here
INTC - Intel Corporation - I'd be buying high multiple tech here
MRVL - Marvell Technology Group - I'd be buying high multiple tech here
TIBX - Tibco Software Inc. - I think bottomed today. This company down from 15 all the way to 6 and I like it here, if you pay 7 I disavow any knowledge of the trade!
IP - International Paper Company - That I'd pick up right now
CDX - Catellus Development Corp (REIT) - That stock is for me, I'd take advantage of that and start buying it now
BA - Boeing Company, The - BULL - It's gone through 2 CEO's has NO credibility when it comes to military work in terms of PR but when the cycle is good you've got to own Boeing and they cycle is great now. Boeing is midway through the move, these are multiple year moves, I don't care that they don't have anyone at the CEO level who is more than temporary. Boeing stock should be bought on any dip because all the stories don't amount to more than a hill of beans
UNH - UnitedHealth Group Inc. - 16 times earnings with a great buyback and balance sheet. You've got to own the stock. BULL
WY - Weyerhaeuser Company - I think you should buy it

Jim Cramer's Mad Money - May 30, 2005

Mad Money for today was a repeat of the Friday May 27, 2005 show.

See the May 27, 2005 Mad Money recap.
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