Jim Cramer's Mad Money - July 11, 2005
Cramer believes that the Bull Market Has Arrived and its time to buy housing, tech and healthcare. He believes this to be the case because good news matters once again. When a company reports good information its responds well.
The VIX
Jim believes the VIX is unimportant here and that what really matters is the complacency in regards to stocks that are making good money and not going up.
Weather
Cramer doesnt feel that the weather is an important indicator as to how to make money.
Health Care
Cramer believes that Health Care Diagnostics and Services are becoming the holy grail of health care.
Housing Stocks
Cramer believes that the housing stocks are going from cyclical to secular and that TOL, LEN, CTX make good buys here.
Tech
Cramer thinks that we should listen to what the kids have to say about tech. The upgrade trend that Jim is seeing his kids interested in is integral to his buy tech now thesis.
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.
Category notes:
AID Cramer: A stock mentioned during Am I Diversified by Cramer
Feature: A whole segment of the show was devoted to this topic
Guest: Cramer has a guest on the show specifically to discuss this stock
Thought: A Cramer initiated random thought on a stock
Top of Show: Stock mentioned in the very first topic of the show
Inside the Picks
53 Bulls and 7 Bears on today's show. Cramer is obvisouly still in full bull mode. He mentioned 10 stocks that he currently owns as part of his charitable trust portfolio: YHOO, UNH, ECA, JOE, INTC, GME, CBH, MO, G, MOT. Four stocks were mentioned as "Best of Breed": TGT, WAG, WFMI, DNA.
The bull picks from the July 11 show were up .18% on average on July 12. The bear picks were up .73% on average. I wouldn't read a thing into these one day numbers but they're interesting to note.
The stocks mentioned at the top of the show as bull picks (ABT, PEP, TOL, UNH, YHOO) were up .96% on average July 12.
Caller Question - EBAY - m y - 35.5 - eBay Inc. - Go with YHOO instead
Feature - MDRX - m y - 18.28 - Allscripts Healthcare Solutions, Inc. - BULL - Likes the company and believes it is a takeover candidate (Speculation play)
Feature - MOT - m y - 19.27 - Motorola, Inc. - BULL - Cramer Owns It -
Feature - OSUR - m y - 11.37 - OraSure Technologies, Inc. - BULL - Likes the company and believes it is a takeover candidate (Speculation play)
Guest - WTR - m y - 30.08 - Aqua America, Inc. - BULL - CEO Nick DeBenedictis joined Cramer. DeBenedictis believes that his companies scarcity of product, growing demand, and rising price model allow the company to make money despite the intense amount of regulation. Cramer believes that WTR needs to be bought on an opportunistic basis, when it falls because of a big seller.
Lightning Round - AEG - m y - 13.56 - AEGON N.V. (ADR) - Own PRU or MET instead
Lightning Round - ATVI - m y - 17.87 - Activision, Inc. - Go to GME instead - earnings risk?
Lightning Round - BLDR - m y - 16.34 - Builders FirstSource, Inc. - Had to come back to it - Stick with HD and LOW
Lightning Round - BR - m y - 60.52 - Burlington Resources Inc. - BULL -
Lightning Round - CHS - m y - 38.99 - Chico's FAS, Inc. - BULL - my thought: emphatic bull
Lightning Round - CKR - m y - 13.1 - CKE Restaurants, Inc. - BULL -
Lightning Round - DE - m y - 69.68 - Deere & Company - You should be in CAT
Lightning Round - DELL - m y - 39.78 - Dell Inc. - Rather you own INTC
Lightning Round - DHI - m y - 41.5 - D.R. Horton Inc. - BULL -
Lightning Round - DQE - m y - 19.14 - Duquesne Light Holdings Inc - Like it but prefer Excelon and DUK
Lightning Round - DYN - m y - 5.1 - Dynegy Inc. - BULL -
Lightning Round - FNF - m y - 37.76 - Fidelity National Financial - Rather be in TOL or JOE
Lightning Round - FOXH - m y - 39.71 - Foxhollow Technologies, Inc. - BULL -
Lightning Round - G - m y - 51.7 - The Gillette Company - BULL - Cramer Owns It -
Lightning Round - GILD - m y - 44.96 - Gilead Sciences, Inc. - BULL -
Lightning Round - GLW - m y - 17.43 - Corning Incorporated - BULL -
Lightning Round - GP - m y - 32.82 - Georgia-Pacific Corporation - BULL -
Lightning Round - IIJI - m y - 8.85 - Internet Initiative Japan, Inc. (ADR) - BEAR - TRIPLE SELL -
Lightning Round - ISCA - m y - 58.23 - International Speedway - Ring The Register -
Lightning Round - JDSU - m y - 1.6 - JDS Uniphase Corporation - BEAR -
Lightning Round - JNPR - m y - 26 - Juniper Networks, Inc. - Prefer you be in FFIV
Lightning Round - LSI - m y - 10.17 - LSI Logic Corporation - BULL - Thinks it could keep going to $12 and he'd "own it until then"
Lightning Round - MO - m y - 65.07 - Altria Group, Inc. - BULL - Cramer Owns It -
Lightning Round - ODFL - m y - 30.63 - Old Dominion Freight Line -
Lightning Round - OLN - m y - 19 - Olin Corporation - BULL -
Lightning Round - PG - m y - 53.94 - The Procter & Gamble Co. - BULL -
Lightning Round - PHRM - m y - 24.74 - Pharmion Corporation - Rather see you in DNA
Lightning Round - PNRA - m y - 62.265 - Panera Bread Company - BULL -
Lightning Round - PQUE - m y - 7.25 - PetroQuest Energy, Inc. - BULL -
Lightning Round - RAD - m y - 4.4 - Rite Aid Corporation - BEAR - TRIPLE SELL -
Lightning Round - RAH - m y - 42.17 - Ralcorp Holdings, Inc. - BEAR - TRIPLE SELL -
Lightning Round - RIN - m y - 53.07 - Rinker Group Limited (ADR) - Rather you be in Vulcan materials
Lightning Round - RRI - m y - 12.95 - Reliant Energy, Inc. - Suggest DYN as a power speculation instead
Lightning Round - SAY - m y - 25.9 - Satyam Computer (ADR) - BULL -
Lightning Round - STO - m y - 22.42 - Statoil ASA (ADR) - BULL -
Lightning Round - TRRA - m y - 3.74 - Terra Networks, S.A. (ADR) - TRIPLE SELL -
Lightning Round - TUES - m y - 32.72 - Tuesday Morning Corporation - Get into TGT instead
Lightning Round - UTSI - m y - 8.35 - UTStarcom, Inc. - BEAR - TRIPLE SELL -
Lightning Round - VLY - m y - 24.54 - Valley National Bancorp - Swap out of this into CBH
Lightning Round - WFR - m y - 17.95 - MEMC Electronic Materials - BULL -
Lightning Round - WGR - m y - 37.71 - Western Gas Resources Inc - BULL -
Lightning Round - WPTE - m y - 21.98 - WPT Enterprises, Inc. - Ring The Register - Cramer doesn't believe the bid
Lightning Round - YUM - m y - 52.38 - Yum! Brands, Inc. - BULL -
LR Cramer - BIIB - m y - 36.34 - Biogen Idec Inc - BULL -
LR Cramer - CAT - m y - 98.96 - Caterpillar Inc. - BULL -
LR Cramer - CBH - m y - 31.06 - Commerce Bancorp, Inc. - BULL - Cramer Owns It -
LR Cramer - CTX - m y - 77.05 - Centex Corporation - BULL -
LR Cramer - DUK - m y - 30.05 - Duke Energy Corporation - BULL -
LR Cramer - EXC - m y - 52.94 - Exelon Corporation - BULL -
LR Cramer - FFIV - m y - 47.25 - F5 Networks Inc. - BULL -
LR Cramer - GENZ - m y - 60.97 - Genzyme Corporation - BULL -
LR Cramer - GME - m y - 35.7 - GameStop Corp - BULL - Cramer Owns It -
LR Cramer - INTC - m y - 27.75 - Intel Corporation - BULL - Cramer Owns It -
LR Cramer - IP - m y - 31.15 - International Paper Company - Swap out of IP into GP
LR Cramer - JOE - m y - 84.29 - The St. Joe Company - BULL - Cramer Owns It -
LR Cramer - LEN - m y - 66.18 - Lennar Corporation - BULL -
LR Cramer - MET - m y - 45.73 - MetLife, Inc. - BULL -
LR Cramer - PNM - m y - 29.33 - PNM Resources, Inc. - BULL -
LR Cramer - PRU - m y - 67.9 - Prudential Financial, Inc - BULL -
LR Cramer - TGT - m y - 58.26 - Target Corporation - BEST OF BREED - BULL -
LR Cramer - UPS - m y - 69.79 - United Parcel Service - "Not a transport fan but if I had to buy one I'd buy UPS"
LR Cramer - WAG - m y - 47.56 - Walgreen Company - BEST OF BREED - BULL -
LR Cramer - WIT - m y - 20.7 - Wipro Limited (ADR) - BULL -
Mad Mail - DIS - m y - 25.41 - Walt Disney Company, The - Like it okay, but its too hard
Mad Mail - WFMI - m y - 121.78 - Whole Foods Market, Inc. - BEST OF BREED - BULL -
Pick of the Week - GKIS - m y - 21.85 - Gold Kist Inc. - BULL -
Thought - AMGN - m y - 69.47 - Amgen, Inc. - BULL -
Thought - BIIB - m y - 36.34 - Biogen Idec Inc - Would rather speculate on this than NitroMed
Thought - DNA - m y - 85.89 - Genentech, Inc. - BEST OF BREED - BULL -
Thought - ECA - m y - 43.66 - EnCana Corporation (USA) - Cramer Owns It -
Thought - GILD - m y - 44.96 - Gilead Sciences, Inc. - BULL -
Top of Show - ABT - m y - 49.99 - Abbott Laboratories - BULL -
Top of Show - MWD - m y - 53.51 - Morgan Stanley - BEAR -
Top of Show - PEP - m y - 54.6 - PepsiCo, Inc. - BULL -
Top of Show - TOL - m y - 54.59 - Toll Brothers, Inc. - BULL -
Top of Show - UNH - m y - 51.78 - UnitedHealth Group Inc. - BULL - Cramer Owns It -
Top of Show - WMG - m y - 15.05 - Warner Music Group Corp. - BEAR -
Top of Show - YHOO - m y - 36.23 - Yahoo! Inc. - BULL - Cramer Owns It -
Forbes.com has an interesting piece on Cramer up today. Excerpt below. Regardless of what you think of Cramer, and if you are at this site you most likely look at him kindly, you have to admit that he, like everyone else has his moments. Some ... Read
Time.com has a piece on Cramer that is very similar to every other piece that is written on him today. Of note to me is that Cramer now has the network's highest-rated program: "Mad Money has boosted viewership in its 6 p.m. E.T., weekday slot ... Read
Jim Cramer was on the Live with Regis and Kelly show today and talked about the following rules: 1) Invest in things that make you mad His example was that if you are paying $2.65 at the pump and bad about it go buy Conoco ... Read
Tonight's Mad Money show analysis won't be up until tomorrow night. I apologize for not being able to get to it tonight. In the mean time, check out this Cramer story I came across today in the Kirk Report's daily links. Read
Anyone catch the volume on Gold Kist up to 6MILL. Boy that is huge for a stock that typically trade in the 600,000 range. Anyway here is an update on his pick of the weeks
MFE Picked 5/23 Up 6.5%
NWS Picked 5/25 Up 5.28%
TOL Picked 5/25 Up 18.9%
MXT Picked 6/1/05 Up 9.4%
MOT Picked 6/6/05 Up 7.65%
MCD Picked 6/13/05 Up 1.68%
BBY Picked 6/13/05 UP 26.86%
TWX Picked 6/20/05 Down 3.1%
Total Up 13.18% Not bad.. If you had bough 500 shares of each when he picked you would be up almost $20,000.00
Anyway I think he gives good advice but you still have to watch out a little.
Jim Cramer
What is your opinion on BMY should I buy.
I usally record your program and you are the greatest.
Thank you
Ray
Raymond: Read the Disclaimer....This is not in affilation with Jim Cramer If you want to send him an E-mail send to address below.
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.
PS... The site is still great your able to review what the was on the Show.. Thanks again BA for the site..
Have you or anyone developed a worksheet that allows one to easily do the "homework" on chosen stocks each week?
Would you recommend your top three choices for brokerages that allow after hour trading or that would best facilitate our following JC's recommendations?
Thanks.
B
Are you coming back re Mad Money - or no more?
I love being able to look back and research my buy/sell decisions based on show info.
I agree with Tango Diva, this is a great site.
Please come back!
Hey guys,
Investment Wizard (http://www.investmentwizard.com/newshist/index.asp) is doing a pretty decent job summarizing Jim's show. Just go to the link and then click on "top analysts" near the upper left hand corner of the screen. That portion is free.
If you want their analysis of Jim's stuff, you have to pay. I've yet to do so, but am getting sorely tempted, as I do feel they do a good job of summarizing and sorting Jim's show.
Just FYI.
Philip
Link above as dead as this site? I really liked this site too for a bunch of info to add to the show! Made me make sure I watched more when I could, Doh! I guess time to turn the tivo back on....
Sorry you're not posting anymore about Cramer's show. I always enjoyed reading this blog and watching his show. Still watching the show but liked your observations too... Hope you start again. If not, thanks for the ones you did post, I know doing something like this takes a lot of time.
Should I sell QSFT???
Its doesn't seem 2 move one way or another.
Are u still bullish on the stock???
Thank you
Ray
TheStreet has been doing free recaps of Cramer's shows. I liked this one better, but in lieu of anything else it's good enough.
http://find.thestreet.com/cgi-bin/texis/find/results.html?nh=10&qt=Mad-Money-Wrap-up&x=9&y=7
When will you be updating mad money show for August 1st?
Does anyone know the name of Jim Cramer's charitable trust and who it serves?
Great show, Jim! What about Waste Management? Buy, sell or hold? When should I buy Cendant?
Why are you people asking Jim questions here?
this page is not written by Jim Cramer
