Jim Cramer's Mad Money - June 21, 2005
Sooo... we're back. As many of you noted in the comments the issue with CNBC had to deal with fair use. In an effort to alleviate any future concerns I'm going to try to do the following with this from now on:
A) Record his BULL and BEAR picks in order to demonstrate a return on my interpretation of his picks.
B) Use quotes selectively, where a comment adds significant insight beyond a simple recommendation, is newsworthy or is a great 'tip' to remember for the future.
You'll notice that the formatting right now is TERRIBLE. What I've done is identified the different "portfolios" that I'll track using his recommendations. Portfolios can be influenced and based upon where and how a stock is mentioned in his show, how aggressive Jim is in his opinion (Bull or Best of breed?), whether he owns the stock already, or if he had to come back to the stock because he didn't have an opinion of the bat.
It is going to take a little while to get this functioning as I'd like it to so please bear with me during the transition. I hope to catch up with the shows I missed, no guarantee on timing but hopefully sooner rather than later. Comments on the plan of attack, formatting of information or anything else you can think of are not only welcome they are encouraged. I apologize for not being able to respond to many of the emails and comments directed my way over the past week, I'll try to answer them over the next day or two.
Cramer never speculates on takeovers unless the fundamentals are okay
Not so into propane TRIPLE SELL
Tanker stocks are levered to shipping rates, not to oil.
Jim doesnt like getting in the bottlers, he likes the soda companies themselves for example, if he wanted to invest in soda he would get into KO and PEP, not CCE and PBG.
In the Danger Zone Cramer pointed out that he thinks that he wants us out of ZMH now. Thinks that hospitals getting their acts together and are now forcing lower prices on Zimmer. Artificial hip prices cut from $8,000 to $4,300 by Aurora Health Care.
Disclaimer: This blog has no affiliation with Jim Cramer, CNBC, or Mad Money. If you'd like to contact Jim Cramer directly, email him at madmoney@cnbc.com, or call 1-800-743-CNBC. This summary is done for you and I to be able to better track and follow Jim Cramers comments. ACCURACY IS NOT GUARANTEED but is however strived for.
NOTE: I've added today's closing price to each of the stocks listed below. The "m" next to the stock symbol links to the stock on moneycentral.msn.com while the "y" does the same to finance.yahoo.com.
"Bull", "Bear", "Best of Breed" and other marks can be inferred and don't necessarily need to be stated directly for me to record them as such.
MRO - m y - 52.85 - Marathon Oil Corporation - Top of Show - BULL - Possible China National Oil (CNOOC) and Chevron (CVX) acquisition target - 49% upside
DVN - m y - 48.87 - Devon Energy Corporation - Top of Show - BULL - Possible China National Oil (CNOOC) and Chevron (CVX) acquisition target - 31% upside
APC - m y - 81.77 - Anadarko Petroleum Corporation - Top of Show - Possible China National Oil (CNOOC) and Chevron (CVX) acquisition target - 19% upside
OXY - m y - 78.52 - Occidental Petroleum Corporation - Top of Show - Possible China National Oil (CNOOC) and Chevron (CVX) acquisition target - 18% upside
APA - m y - 65.71 - Apache Corporation - Top of Show - Possible China National Oil (CNOOC) and Chevron (CVX) acquisition target - 16% upside
ECA - m y - 40.17 - EnCana Corporation (USA) - User Question - BULL - Cramer Owns It -
GM - m y - 35.91 - General Motors Corporation - User Question - BULL - Into this over F
F - m y - 11.17 - Ford Motor Company - Thought - BEAR - TRIPLE SELL - Out of this into GM
CHD - m y - 36.3 - Church & Dwight Co., Inc. - Crystal Ball - BULL - Believe it will acquire tooth care lines from P&G and G - if it gets the deal done it could go to $40
PG - m y - 54.33 - The Procter & Gamble Co. - User Question - BEST OF BREED -
G - m y - 52.05 - The Gillette Company - User Question - Cramer Owns It -
UN - m y - 66.08 - Unilever N.V. (ADR) - User Question - BEAR - TRIPLE SELL -
FBR - m y - 14.1 - Friedman, Billings, Ramsey Group, Inc. - Lightning Round - BEAR - TRIPLE SELL -
AIG - m y - 56.29 - American International Group, Inc - Lightning Round - BULL - Ceo takes it to 65
CMGI - m y - 1.88 - CMGI Inc. - Lightning Round - BULL -
ELNK - m y - 9.68 - EarthLink, Inc. - Lightning Round - BEAR - TRAIN WRECK
HOTT - m y - 20 - Hot Topic, Inc. - Lightning Round - BEAR - TRIPLE SELL -
TYC - m y - 30.57 - Tyco International Ltd. - Lightning Round - BEAR - Could go back to 28
MIX - m y - 8.34 - Intermix Media, Inc. - Lightning Round - BEAR -
YHOO - m y - 36.95 - Yahoo! Inc. - LR Cramer - BEST OF BREED -
GOOG - m y - 287.84 - Google Inc. - LR Cramer - BEST OF BREED -
DPZ - m y - 22.68 - Domino's Pizza, Inc. - Lightning Round - BULL - Get Papa John's instead
PZZA - m y - 39.88 - Papa John's Int'l, Inc. - LR Cramer - BULL - get this instead of Domino's Pizza
BIIB - m y - 35.25 - Biogen Idec Inc - Lightning Round - BEAR -
DNA - m y - 81.58 - Genentech, Inc. - LR Cramer - Good one
RMK - m y - 26.53 - ARAMARK Corporation - Lightning Round - BULL - Cramer Owns It -
OLG - m y - 33.19 - Offshore Logistics, Inc. - Lightning Round - BEST OF BREED - BULL - Like the drillers
JPM - m y - 36.04 - JPMorgan Chase & Co. - Lightning Round - BULL -
SJT - m y - 39.99 - San Juan Basin Royalty Trust - Lightning Round - BULL -
HLTH - m y - 10.32 - WebMD Corporation - Lightning Round - Ring The Register -
WTNY - m y - 32.35 - Whitney Holding Corp. - Lightning Round - BULL -
COH - m y - 33.92 - Coach, Inc. - Lightning Round - BEST OF BREED - BULL -
HAR - m y - 85.52 - Harman International Industries Inc./DE/ - LR Cramer - BULL -
JWN - m y - 69.8 - Nordstrom, Inc. - LR Cramer - BULL -
ISCA - m y - 56.18 - International Speedway - Lightning Round - BULL - good, not great
SCI - m y - 7.56 - Service Corporation International - Lightning Round - BEAR - TRIPLE SELL -
SRDX - m y - 43.07 - SurModics, Inc. - Lightning Round - Had to come back to it -
GMR - m y - 41.33 - General Maritime Corporation - Lightning Round - BEAR - TRIPLE SELL - tanker stocks overvalued
GCI - m y - 74.22 - Gannett Co., Inc. - Lightning Round - BEAR - get into GOOG instead
GOOG - m y - 287.84 - Google Inc. - LR Cramer - get into this over GNI
FR - m y - 41.57 - First Industrial Realty, Inc. - Lightning Round - BULL -
FRO - m y - 37.02 - Frontline Ltd. (USA) - LR Cramer - good shape
GDP - m y - 21.04 - Goodrich Petroleum Corp. - Lightning Round - BULL -
EYET - m y - 12.988 - Eyetech Pharmaceuticals, Inc. - Lightning Round - BEAR - TRIPLE SELL -
SU - m y - 46.56 - Suncor Energy Inc. (USA) - Lightning Round - BULL -
ECA - m y - 40.17 - EnCana Corporation (USA) - LR Cramer - BULL - Had to come back to it -
TLM - m y - 38.02 - Talisman Energy Inc. (USA) - LR Cramer - BULL -
SPLS - m y - 21.85 - Staples, Inc. - Lightning Round - BEST OF BREED - BULL -
HAL - m y - 46.16 - Halliburton Company - Lightning Round - BULL - Cramer Owns It -
NOK - m y - 17.28 - Nokia Corporation (ADR) - Lightning Round - sell and go into MOT, under 15 NOK is a buy
MOT - m y - 18.22 - Motorola, Inc. - LR Cramer - get into this over NOK
BAC - m y - 47.08 - Bank of America Corporation - Lightning Round - swap into JPM or CBH
JPM - m y - 36.04 - JPMorgan Chase & Co. - LR Cramer - Cramer Owns It - swap into this or CBH for BAC
CBH - m y - 29.93 - Commerce Bancorp, Inc. - LR Cramer - Cramer Owns It - swap into this or JPM for BAC
TOL - m y - 100.5 - Toll Brothers, Inc. - Lightning Round - BULL - get it at 97, 98
CHTT - m y - 43.39 - Chattem Inc. - Lightning Round - BULL -
SWKS - m y - 7.6 - Skyworks Solutions, Inc. - Lightning Round - BULL - think it breaks out to 9
CCE - m y - 22.02 - Coca-Cola Enterprises - Lightning Round - no
PEP - m y - 55.87 - PepsiCo, Inc. - Lightning Round - BULL -
IDWK - m y - 8.94 - International DisplayWorks, Inc. - Lightning Round - get into GLW
GLW - m y - 16.49 - Corning Incorporated - LR Cramer - BULL -
MECA - m y - 6.24 - Magna Entertainment Corp.(USA) - Lightning Round - Ring The Register -
SGR - m y - 21.03 - The Shaw Group Inc. - Lightning Round - BULL -
SONC - m y - 31.15 - Sonic Corporation - Lightning Round - BULL -
SNIC - m y - 16.89 - Sonic Solutions - Lightning Round - TRIPLE SELL -
AX - m y - 41.5 - AX - Lightning Round - Ring The Register -
ZMH - m y - 79.03 - Zimmer Holdings, Inc. - Danger Zone - BEAR -
BMET - m y - 35.55 - Biomet, Inc. - Danger Zone - BEAR -
QCOM - m y - 35.12 - QUALCOMM, Inc. - Guest - Paul Jacobs, CEO Elect on the show - Three months till it tolls, if you're patient you won't regret being in the stock, if impatient glad to be out till then
NLY - m y - 18.2 - Annaly Mortgage Management - Mad Mail - Cramer Owns It -
NFI - m y - 39.98 - NovaStar Financial Inc. - Mad Mail - BEAR - TRIPLE SELL -
JPM - m y - 36.04 - JPMorgan Chase & Co. - Mad Mail - BULL - Cramer Owns It - going higher when Diamond takes over the bank
C - m y - 47.32 - Citigroup Inc. - Mad Mail - BULL -
MI - m y - 44.81 - Marshall & Ilsley Corporation - Mad Mail - JPM, C, CBH are better
JPM - m y - 36.04 - JPMorgan Chase & Co. - Thought - Better than MI
C - m y - 47.32 - Citigroup Inc. - Thought - Better than MI
CBH - m y - 29.93 - Commerce Bancorp, Inc. - Thought - Better than MI
The picks made on Thursday's and Friday's shows, as well as my analysis will be up Saturday morning as I've got a packed schedule through then. In the mean time here are some initial statistics based on two days of tracking: First day returns (day ... Read
A couple of notes on formatting: In the past I've written the show up without any comments of my own. The commentary below includes both my thoughts and Cramer's. You should be able to differentiate between the two but if you are ever confused let ... Read
Don't have time to write these up yet but wanted to point everyone to two articles. First, is Richard Wilner's piece in the New York Post titled, Smart 'Money'? You'll have to login, for free, to read the article but it's worth the hassle. There ... Read
I apologize for keeping everyone in the dark over the last few days. At the request of CNBC and NBC Universal I have refrained from posting in my usual form since the Wednesday show. At this time we are addressing our options going forward. Thank ... Read
Hay I am glad that your able to get back up and runnning. perhaps you could set out three parts ie. One section of Stocks TOP OF THE SHOW.. Next section of stocks VIEWERS STOCK QUSTIONS maybe with some quick comments. Then Third Section would be Lightning Round stocks, lest Section would be Closing thoughts or picks.
I think they had a bit of a point with the direct transcript format but not with tracking the picks.
Scott
Hey BA!
Great to have you back! Man, I can't imagine the hassle you had to go thru to get this up and running again.
Hey folks - I think it's safe to say that EVERYBODY on this website was pretty upset to have to go without their daily BA Mad Money analysis fix!
That being the case, please consider throwing a few bucks BA's way if for no other reason to help him establish the 'BA Legal Defense Fund' ;)
We gotta give him a reason to put up with all this crappola that CNBC is putting him thru!
Philip
Glad to have you back!
Good to see your Jim Cramer Mad Money posts back up !
As I don't think my TIVO will have enough space in July to hold both Jim Cramer's Mad Money & Lance Armstrong's Tour de France !!!
the-mtb-investor.blogspot.com
yay! i'm glad to see it's back!! i wouldn't put too much work in making it look better that it already is. for me the simpler the better, i can sort it all out if i needed to. you've already put a lot of work just by typing it all up! the links to yahoo and msn and anything else that may delay getting these recaps posted to your site can go. i'm hoping that maybe one day they can be posted right after the end of the show. btw BA, we love ya!
Great to have you back. Come chat with us at http://www.madmoneychat.com live during Cramers Mad Money show or any other time!
