Jim Cramer's Mad Money - July 8, 2005
Todays Rally
Cramer noticed that in todays rally the laggards ran like crazy and those that have been doing well also were strong. He believed that the upside movement of today is a serious rally that is getting things going. He continues to believe that tech will do well but does not like the telecom stocks.
Cramer stressed the important of understanding the anatomy of winners. Those that have won in the recent past often will continue to do well. Six of the ten top movers in the S&P this year have been oil stocks.
Thoughts
Cramer does NOT like airline stocks saying, If you want to own an airline stock, the bottom line is, turn the station to another guy.
Playing auto sales: XMSR and SIRI satellite radios make out like bandits in the auto price war. As they could land a number of new subscribers.
He's "not quitting on the homebuilders"
28 bull picks and 7 bear picks during the lightning round today.
Cramer disclosed that his charitable trust owns shares of: GME, LU, BA, G, SHLD, JOE, ECA, YHOO, and LU.
Top of Show - GME - m y - 35.16 - GameStop Corp - Cramer Owns It -
Caller Question - LU - m y - 2.98 - Lucent Technologies Inc. - Cramer Owns It -
Caller Question - MMM - m y - 75 - 3M Company -
Thought - BA - m y - 65.07 - Boeing Company, The - Cramer Owns It -
Thought - GIS - m y - 46.2 - General Mills, Inc. - BULL -
Thought - G - m y - 50.69 - The Gillette Company - BULL - Cramer Owns It -
Feature - VLO - m y - 84.57 - Valero Energy Corp. - BULL - #1 S&P 500 Stock this year
Feature - TSO - m y - 48.2 - Tesoro Corporation - BULL -
Feature - EOG - m y - 60.46 - EOG Resources, Inc. - BULL - #2 S&P 500 Stock this year
Feature - LSI - m y - 9.77 - LSI Logic Corporation - BULL - #3 S&P 500 Stock this year
Feature - UCL - m y - 65.74 - Unocal Corporation - #4 S&P 500 Stock this year
Feature - JWN - m y - 35.55 - Nordstrom, Inc. - BULL - #5 S&P 500 Stock this year
Feature - COH - m y - 35.26 - Coach, Inc. - BULL -
Feature - SHLD - m y - 152.09 - Sears Holdings Corporation - Cramer Owns It - #6 S&P 500 Stock this year
Feature - KBH - m y - 79.23 - KB Home - #7 S&P 500 Stock this year
Feature - JOE - m y - 83.15 - The St. Joe Company - BULL - Cramer Owns It -
Feature - MRO - m y - 56.13 - Marathon Oil Corporation - #8 S&P 500 Stock this year
Feature - ECA - m y - 43.5 - EnCana Corporation (USA) - BULL - Cramer Owns It -
Feature - SUN - m y - 120.3 - Sunoco, Inc. - BULL - #9 S&P 500 Stock this year
Feature - CMS - m y - 15.47 - CMS Energy Corporation - BULL - #10 S&P 500 Stock this year
Feature - PNM - m y - 28.76 - PNM Resources, Inc. - BULL -
Lightning Round - IFF - m y - 36.79 - International Flavors & Fragrances Inc. - Paddles, clear
Lightning Round - ENER - m y - 23.51 - Energy Conversion Devices, Inc. - BULL -
Lightning Round - AWGI - m y - 14.86 - Alderwoods Group, Inc. -
Lightning Round - GLW - m y - 16.95 - Corning Incorporated - BULL -
Lightning Round - FDX - m y - 83.96 - FedEx Corporation - BEAR - TRIPLE SELL -
Lightning Round - UPS - m y - 69.95 - United Parcel Service - BEAR - TRIPLE SELL -
Lightning Round - YELL - m y - 53.15 - Yellow Roadway Corp. - BEAR - TRIPLE SELL -
Lightning Round - PKZ - m y - 37.8 - PetroKazakhstan Inc. (USA) - BEAR - Ring The Register -
Lightning Round - PTR - m y - 77.66 - PetroChina Company Limited (ADR) - BULL -
Lightning Round - WPTE - m y - 26.5 - WPT Enterprises, Inc. - Ring The Register -
Lightning Round - IM - m y - 15.78 - Ingram Micro Inc. - BULL - "really a stretch"
Lightning Round - TIV - m y - 12.99 - Tri-Valley Corporation - BEAR -
Lightning Round - SEB - m y - 1784 - Seaboard Corporation - BULL -
Lightning Round - C - m y - 46.51 - Citigroup Inc. - BULL -
Lightning Round - PDLI - m y - 21.29 - Protein Design Labs, Inc. - BULL -
LR Cramer - MLNM - m y - 9.84 - Millennium Pharmaceuticals, Inc. - BULL -
LR Cramer - DNA - m y - 83.17 - Genentech, Inc. - BULL -
Lightning Round - WWW - m y - 24.38 - Wolverine World Wide - Ring The Register -
Lightning Round - NKE - m y - 86.24 - NIKE, Inc. - BEST OF BREED - BULL -
Lightning Round - WEBX - m y - 27.75 - WebEx Communications, Inc - BULL -
Lightning Round - MSFT - m y - 25.09 - Microsoft Corporation - BULL -
Lightning Round - OVEN - m y - 19.1 - TurboChef Technologies - BULL -
Lightning Round - LEN - m y - 65.52 - Lennar Corporation - BULL - "Not quitting on the homebuilders"
Lightning Round - GOOG - m y - 296.23 - Google Inc. - BULL -
LR Cramer - YHOO - m y - 34.62 - Yahoo! Inc. - BULL - Cramer Owns It - "Like Yahoo more than Google here"
Lightning Round - EBAY - m y - 34.5 - eBay Inc. - BULL -
Lightning Round - FMD - m y - 34.28 - The First Marblehead Corporation - BULL -
Lightning Round - WTR - m y - 30.02 - Aqua America, Inc. - BULL -
Lightning Round - PNM - m y - 28.76 - PNM Resources, Inc. - BULL - "Belongs in the 30's"
Lightning Round - DLB - m y - 23.78 - Dolby Laboratories, Inc. - BULL -
Lightning Round - SEPR - m y - 57.64 - Sepracor Inc. - BULL -
Lightning Round - VZ - m y - 34.4 - Verizon Communications - BEAR - TRIPLE SELL -
Lightning Round - PFE - m y - 27.14 - Pfizer Inc. - BEAR -
Lightning Round - SHLD - m y - 152.09 - Sears Holdings Corporation - BULL - Cramer Owns It -
Lightning Round - SWKS - m y - 7.97 - Skyworks Solutions, Inc. - BULL - "I see that stock at 9 by September"
Lightning Round - CSCO - m y - 19.31 - Cisco Systems, Inc. - BULL -
Lightning Round - STJ - m y - 44.53 - St. Jude Medical, Inc. - BULL -
Lightning Round - AMAT - m y - 16.66 - Applied Materials, Inc. - BULL - "How much do I like tech that I actually bless that piece of nonsense"
Lightning Round - PEG - m y - 61.45 - Public Service Enterprise Group Inc. - BULL -
Feature - UIS - m y - 6.6 - Unisys Corporation - BEAR - #10 S&P Loser
Feature - SANM - m y - 5.43 - Sanmina-SCI Corporation - BEAR - #9 S&P Loser
Feature - SBL - m y - 10.32 - Symbol Technologies Inc - BEAR - #8 S&P Loser
Feature - GTW - m y - 3.75 - Gateway, Inc. - BEAR - #7 S&P Loser
Feature - EBAY - m y - 34.5 - eBay Inc. - BULL - #6 S&P Loser - vastly prefer yhoo and goog though
Feature - DPH - m y - 5.03 - Delphi Corporation - BEAR - #5 S&P Loser
Feature - BIIB - m y - 35.43 - Biogen Idec Inc - BULL - #4 S&P Loser
Feature - JDSU - m y - 1.5 - JDS Uniphase Corporation - #3 S&P Loser
Feature - AV - m y - 8.06 - Avaya Inc. - BEAR - TRIPLE SELL - #2 S&P Loser
Thought - LU - m y - 2.98 - Lucent Technologies Inc. - Cramer Owns It -
Feature - DAL - m y - 3.5 - Delta Air Lines, Inc. - #1 S&P Loser
Feature - XMSR - m y - 35.63 - XM Satellite Radio Holdings Inc. - BULL -
Feature - SIRI - m y - 6.98 - Sirius Satellite Radio - BULL -
Guest - SGR - m y - 21.55 - The Shaw Group Inc. - BULL - CEO James Bernhard joined Jim Cramer - bottom line - $22 is too cheap to ignore
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. Clicking on the symbol itself takes you to a Google search of the website for that symbol.
"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.
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My Tivo recorded golf as well, and I didn't realize I missed the show until I attempted to watch it Saturday. I've got a ToDo on my PDA to call CNBC at 877-251-5685 and raise a lot of grief.
I missed it also.. CNBC ran the John Dear Golf because of Wie. Anyone know his comments on 3M I have no idea what to do with this stock it seems stuck in the 70 range. I am thinking of blowing it out. Also just the other day he was bare with the bank stocks yet he bull on C. Anyone catch his comments on the C.
Hi Scott - It looks like Jim likes Procter & Gamble (PG) and General Mills (GIS), rather than 3M (MMM) - from Jim Cramer's comments on his website review of the Jul-08 show.
May all of you that visit & work on pfblog.com have your investments climb like Lance Armstrong & Team Discovery in the Alps & Pyrenees ! As I'll be taking a break from blog'n to hopefully enjoy Lance's #7 !
the-mtb-investor.blogspot.com
We keep a full transcript of each and every show. To request Jim's comments on any one stock mentioned on the show, go to the "contact us" link at www.investmentwizard.com, naming the stock and the show date.
I would like to see Cramer's ten-year track record. Shouldn't this be published somewhere for all to see before listening to him?
Thanks
BOOYAH!!!!!! i luv ur show i watch when ever i can. i dont own any stocks yet but thts cuz im 12 years old. but me and my dad r really gonna get into it this summer.
I am trying to find the address to Jim Cramer's charitable trust....anyone know?
I am trying to find a hedge fund that Cramer will stand behind and says has good management.
BooYAH! - new to this game - love the show - better yet - it drives my daughter nuts. Would love to give her a set of the "bull & bear" toys and bobble head cramer for her birthday...where can I get my hands on them?
