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billyjoe
06-08-2006, 07:20 PM
6/08/06

This is my first report on Cramer and Stocklemon. Cramer comments Mon-Fri.
Stocklemon , not as often so it will be here. It's not easy listening to Cramer for an hour , but somehow I made it.

--------------------------Cramer-------------------------------

Today's subject : Speculation

Summary : Most speculators don't know what they're doing. These stocks are very risky. You can easily throw money away on them. Characteristics : have little/no earnings , checkered track record , between 2.00 - 10.00 , price moves on news , great ideas, yet to cash in on them , ethanol stocks are latest example . Recommendations : never use borrowed money to buy them , use only money you can afford to lose , maximum of 20% of your descretionary funds.
Today Cramer started a Speculative Index Fund that he will track over time.
These stocks should be regarded as very risky , very volatile , for short term holding. They are down over 15% since market top 5/11/06. Cramer's take on these is of every 5 speculative stocks , 2 will crash , 2 will do little , 1 may be a triple.
----------------Cramer's Speculative Index-------------------------
--------RTK--------EZM--------KRV--------JDSU--------IVAN
--------CNXT------TMX--------FNSR-------NXG---------CIEN

Stocks Cramer likes today : VOD MDRX GM SHLD he hates : GPS

He believes global positioning stocks are about to explode , the hot mapping stocks in order of quality : GRMN TRMB NVT MAPS


Stocklemon : nothing new , They still hate HOM and seem to have "the goods" on them

---------billyjoe

IIC
06-08-2006, 07:54 PM
Here's a few sites to get 'ya goin' Billy...You'll be a Cramer expert by the end of the week...Doug(IIC)

http://cramerwatch.org (http://cramerwatch.org/)

http://cramers-mad-money.com (http://cramers-mad-money.com/)

http://madmoneyrecap.com (http://madmoneyrecap.com/)

http://www.cramersmadmoney.com (http://www.cramersmadmoney.com/)

http://www.thecramerreport.com (http://www.thecramerreport.com/)

http://www.cramers-mad-money.com (http://www.cramers-mad-money.com/)

http://www.yourmoneywatch.com (http://www.yourmoneywatch.com/) or http://www.booyahboyaudit.com (http://www.booyahboyaudit.com/)

http://madmoneymachine.com (http://madmoneymachine.com/)

http://www.getrichslowly.org/images/jimcramer.jpg

billyjoe
06-08-2006, 08:19 PM
Doug,
You may remember Cramer was even wilder maybe 15 years ago when he appeared rarely on network financial segments. They were scared of what he might say or do . He claims to have been close to a stroke , nervous breakdown , or both during his hedge fund years. He says his wife, the Stock Goddess, is a much better trader than he.

----------billyjoe

Lyehopper
06-08-2006, 10:32 PM
Great thread BillyJoe! THANKS DUDE!

Rob
06-08-2006, 10:49 PM
Lyehopper, I gotta tell ya, dude, that Batboy avatar cracks me up every time I see it.

BillyJoe, thanks for the Cramer report!

http://img76.imageshack.us/img76/1900/kramer5pa.gif (http://imageshack.us)

IIC
06-08-2006, 10:53 PM
Lyehopper, I gotta tell ya, dude, that Batboy avatar cracks me up every time I see it.

BillyJoe, thanks for the Cramer report!


http://img76.imageshack.us/img76/1900/kramer5pa.gif (http://imageshack.us)



LOL...You got the wrong KRAMER... Here is THE "REAL" KRAMER's Home Page:

http://www.kennykramer.com/

Lyehopper
06-08-2006, 10:55 PM
Lyehopper, I gotta tell ya, dude, that Batboy avatar cracks me up every time I see it.

BillyJoe, thanks for the Cramer report!


http://img76.imageshack.us/img76/1900/kramer5pa.gif (http://imageshack.us)

It does me too....LOL!

Speakin' of Cramer.... Mrs Lye, me, Pam & Gary went to see Jerry Seinfeld tonight at the Rke CC.... My gut hurts from laughing so hard at that crazy dude!

IIC
06-08-2006, 11:00 PM
Doug,
You may remember Cramer was even wilder maybe 15 years ago when he appeared rarely on network financial segments. They were scared of what he might say or do . He claims to have been close to a stroke , nervous breakdown , or both during his hedge fund years. He says his wife, the Stock Goddess, is a much better trader than he.

----------billyjoe

No I don't remember...But 'ya know Steve Martin had a breakdown years ago...He used to be a tour guide at DisneyLand...Guess we all have our breaking point???

The Stock Goddess...Don't know...But...although I don't like to stereotype in any regard...From my experience, the BEST traders I personally know are women...But then again...Some of the worst one's are too...Go figure???

Rob
06-08-2006, 11:15 PM
Mrs Lye, me, Pam & Gary went to see Jerry Seinfeld tonight at the Rke CC.... My gut hurts from laughing so hard at that crazy dude!Was that tonight? I didn't know. Doesn't matter, 'cause I probably wouldn't have gone. I'll bet it was riotously funny, though. We had a much more low-key evening. Mrs. Rob and I went to that X-Men 3 movie tonight. It's a pretty good flick if you like those movies based on comic books, which I do.

http://img96.imageshack.us/img96/4654/rothxmen20vl.jpg (http://imageshack.us)

Edit: What's Gary buying these days?

Lyehopper
06-08-2006, 11:18 PM
Jerry said..... "Why is everybody in the Middle East so whacked out anyway?.... Is it because there's all that sand.... and no beach?".... Then he elaborates as only he can....

Then he was cracking on terrorists..... He said.... "What I like is the suicide bomber that just blows himself up and no one else is hurt.... What do the terrorists call this guy "Wile-E- Al-Quida"?.... I can see em now.... a helmet on his head, roller-skates on his feet and rockets strapped to his back (then Seinfeld crouches down and squints his eyes like he's gonna take off) then it's kablooooooeee! (he says with that cracking yelling voice)"....

He had a bunch of new funny material. Go see him if he's gonna be in your town, it's worth it imo....

Lyehopper
06-08-2006, 11:21 PM
What's Gary buying these days?
Well since I trade his account for him.LOL.... He's short what ever I am right now dude.SsSsSsSssssss!

Rob
06-08-2006, 11:32 PM
I didn't know you did that. Wow! He really trusts you, don't he?

I'd be careful with those short positions. Like Runner says, there may be a healthy bounce here. Very difficult to call, though.

Lyehopper
06-08-2006, 11:42 PM
I didn't know you did that. Wow! He really trusts you, don't he?

I'd be careful with those short positions. Like Runner says, there may be a healthy bounce here. Very difficult to call, though.
Oh! beleive me.... I will.... I've got him about 75% cash anyhow. He likes to see that pie chart green on these big red down days.... He called me today all happy that he was making money on such a crappy day.LOL! He has never been one to short sell.... so he like's to see that.

Lyehopper
06-09-2006, 07:05 PM
Just watched Crammmmmer.... Here's what I got from it in a nutshell.lol

Short DSTI
Short STP
Short ENER
Short OSUR

He likes ESLR but I say short it too....

The HUGE cap stuff he mentions (Like JNJ) I just ignore.

billyjoe
06-09-2006, 08:36 PM
6/09/06 Cramer Report

Subject : Defensive portfolio just in case Crazy Uncle Ben , who appears to be in over his head, fails in attempt to fix the economy. Definitely sell tech , possibly buy some biotech , definitely buy these food producers and over the counter drug mfg. companies : Food--HSY--MKC--K
Over Counter Drugs--SGP--NVS--SNY--JNJ--GSX

Today He Likes---WG --He Hates--STP--BKS--APPB

----------billyjoe

sisterwin2
06-10-2006, 09:29 AM
God... things getting that desparate that we are following Kramer now??

billyjoe
06-10-2006, 09:45 AM
sister,
No, Kramer is another knucklehead that picks stocks for AOL Financial. Our's is Cramer from Mad Money, but you knew that already.
---------billyjoe

sisterwin2
06-11-2006, 11:58 AM
lol..... yes I knew that... Cramer.

Nurses are not taught to spell or correct spelling.

IIC
06-13-2006, 02:50 PM
Billy...you're fallin' down on the job...Where's the updates?

BTW...Check this out: http://stocklemonaide.blogspot.com/


...IIC

Homersays
06-13-2006, 03:14 PM
Has killed more Jews than Hitler. Pardon the pun.

Rob
06-13-2006, 03:58 PM
What the devil are you talking about, Homer?

IIC
06-13-2006, 04:02 PM
Yeah Homey...I'm lost too????

Homersays
06-13-2006, 04:03 PM
What the devil are you talking about, Homer?>>

It's an insider joke. You wouldn't understand it.

billyjoe
06-13-2006, 04:59 PM
Doug,
I also don't know what Homer is talking about and I never heard of stocklemonaid , but will check it out. Nothing new on stocklemon. Will have a report from Cramer tonight. I'll bet you're on the edge of your seats waiting for it.
------billyjoe

IIC
06-13-2006, 08:13 PM
>>

It's an insider joke. You wouldn't understand it.

Yeah...Rob probably wouldn't get it...But I would...Doug(IIC)

billyjoe
06-13-2006, 08:15 PM
>>

It's an insider joke. You wouldn't understand it.


Homer,
I have a feeling it's not very funny.
-------billyjoe

billyjoe
06-13-2006, 08:26 PM
Cramer 6/13/06

When hunting for bargains, look for a hated beaten down sector. One that a hedge fund wouldn't be caught dead with. Right now a perfect candidate is Natural Gas. Trading at a 1 -12 ratio in relation to oil, one of the lowest ratios in memory. Cramer likes CRZO , a possible takeover . Other stocks apparently bottomed out with little more downside but much in the way of upside potential are WCI and RDA.
Cash is a good defence in a bad economy. Stocks with lots of cash other than banks or insurance companies are AAPL CEO and SGP , all having between !5%-19% of their market cap in cash on hand.

Hated stocks today : JDSU AV GTW

-------billyjoe

peanuts
06-13-2006, 08:48 PM
Cramer 6/13/06

When hunting for bargains, look for a hated beaten down sector. One that a hedge fund wouldn't be caught dead with. Right now a perfect candidate is Natural Gas. Trading at a 1 -12 ratio in relation to oil, one of the lowest ratios in memory. Cramer likes CRZO , a possible takeover . Other stocks apparently bottomed out with little more downside but much in the way of upside potential are WCI and RDA.
Cash is a good defence in a bad economy. Stocks with lots of cash other than banks or insurance companies are AAPL CEO and SGP , all having between !5%-19% of their market cap in cash on hand.

Hated stocks today : JDSU AV GTW

-------billyjoe

A natural gas play that has property in BOTH barnett shale AND fayette shale is Hallwood Group... HWG. Super low float and has taken an absolute beating lately. It got a nice $5+ head start today. hmmmm, I wonder why?

billyjoe
06-13-2006, 09:39 PM
Peanuts,
HWG has been getting mention a lot lately. Maybe people who thought they'd make their fortune from rising nat. gas will if they buy now.
-------billyjoe

billyjoe
06-14-2006, 07:28 PM
6/14/06 Cramer Report

Sell ethanol. Most of the money to be made in ethanol has already been made. Several IPO's will be coming shortly related to this fuel. There will be much more supply than demand. It has become too speculative as have solar energy stocks. Any increase in natural gas prices which are now depressed will further crush ethanol.

Know your fellow stockholders, as only buyers and sellers ultimately move the price of stocks. Stay defensive until the bad shareholders are driven away. Cramer defines a bad shareholder as one purchasing stocks on margin. Buy when margin debt is low. Margin debt is up 50 billion in the last year. Cash will encourage the market, not borrowed money.

Cramer Likes : GIS CHK

No updates on stocklemon , although a newer site stocklemonaide is now attacking stocklemon as a tool of hedge funds

-----billyjoe

IIC
06-14-2006, 10:56 PM
No updates on stocklemon , although a newer site stocklemonaide is now attacking stocklemon as a tool of hedge funds

-----billyjoe

Ya know...There is no such thing as bad publicity...Any publicity is good publicity...I'm just waitin' for some joker at IBD to respond to one of my posts on the Net...Obviously if any employee ever does they would probably be summarily canned (At least I would fire 'em if I was in charge) and probably wouldn't work in the industry anymore.

So I decided to come up with THE IBD CHALLENGE...

I'm offering a FULL and COMPLETE Refund to EVERYONE who paid me if my IIC 100 Top 10 doesn't beat the IBD 100 Top 10 at the close on 12/29/06 using the buy/sell criteria I have been yapping about since the beginning of the year(2006)...Buy 'em all at the open on the first trading day of the week...Sell 'em all at the close on the last trading day of the week...Every week since the first of the year...

How 'bout it IBD???...Are you willing to match my offer???

DSteckler
06-15-2006, 05:53 AM
Doug, do you really think anyone at IBD cares?

IIC
06-15-2006, 09:17 AM
Doug, do you really think anyone at IBD cares?

If they didn't why did they have all the posts at my Yahoo group emailed to them?...Why did they infiltrate Reed's forum with a fake name?

For not caring they sure do a lot of poking around...Doug

DSteckler
06-15-2006, 09:41 AM
I didn't express myself well - do you really think anyone from IBD is trolling on Ernie's board and will see your challenge? That's what I was trying to ask.

IIC
06-15-2006, 09:59 AM
I didn't express myself well - do you really think anyone from IBD is trolling on Ernie's board and will see your challenge? That's what I was trying to ask.

Well...unfortunately I can't see the isp's used here at Ernie's Forum...But Ernie mentioned that they had visited his Mr M site.

When you have your own site you can see the isp's of the visitors...You just translate the numbers to a domain name. All I did was translate the domain names to numbers ahead of time...then just watched to see if those numbers appear on the visitor list...Couldn't do that at Yahoo...But there are other ways...Doug

billyjoe
06-15-2006, 07:13 PM
Cramer 6/15/06

Crazy Uncle Ben B. today was metamorphasized into our buddy Gentle Ben. If you still believe we're headed to the stock poorhouse buy stocks that thrive during bad times. These companies make generic foods, drugs , knockoffs , private labels , etc. The top 3 in this category are : RAH PRGO DLTR.

It's also a good time to go value hunting , especially for stocks that don't jump out at you with big dividends but have a history of special dividends and usually hold lots of cash. Two good ones are NUE and FCX.

Watch out for stocks that borrow money by issuing convertible bonds to raise money to buy back shares. Short sellers will usually drive the price of these stocks down for a couple weeks. After these shares stabilize, they may become bargains.

Favored stocks today : JEC VLO YUM LM BA CAI

---------billyjoe

B.J
06-16-2006, 01:29 AM
LOL...You got the wrong KRAMER...
Doug, I'm not sure I really see any difference :D

billyjoe
06-17-2006, 10:07 AM
Cramer 6/16/06

Three part strategy for next week. 1.) Buy into strength as the quarter is ending. Especially stocks that issued good earnings reports but haven't been rewarded due to recent downturn. Hedge funds will start loading up on these to show investors they own quality. Best examples are : BSC BBY GS CAT. 2.) diversify with stocks that will do well if downturn continues : RAH GIS VFC. 3.) If you're a bit of a risk taker, take a chance before earnings of BBBY FDX , disregard #3 if you're more conservative.

Oil and gas Aggressive play TLM---a drilling wildcat

------------Conservative play TDG.UN----8.6% yield both based in Canada

Cramer Hates--VG EMC JNPR

Cramer Likes---ARO DGX GD ORI SWS

--------billyjoe

billyjoe
06-19-2006, 07:05 PM
Cramer 6/19/06

Cramer is doing something he's never done or hasn't for years. He recommends buying an airline , CAL , and holding for a few months until the "open sky" policy is enacted this summer. This will make CAL a takeover target for the European's Air France or KLM. CAL will have good earnings next quarter, they've broken the unions, fuel costs seem to have stabilized , and increased fees won't be lowered. Competition has been eliminated. Sell shortly after takeover bids are made. CAL will go up in price even if another U.S. airline is targeted.

Cramer likes : Boeing , MA , CNX , DIS , J.Crew IPO

Cramer hates : VG , TIE , URBN

Nothing new from Stocklemon

---------billyjoe

Homersays
06-19-2006, 07:16 PM
Cramer 6/19/06

Cramer is doing something he's never done or hasn't for years. He recommends buying an airline , CAL , and holding for a few months until the "open sky" policy is enacted this summer. This will make CAL a takeover target for the European's Air France or KLM. CAL will have good earnings next quarter, they've broken the unions, fuel costs seem to have stabilized , and increased fees won't be lowered. Competition has been eliminated. Sell shortly after takeover bids are made. CAL will go up in price even if another U.S. airline is targeted.

Cramer likes : Boeing , MA , CNX , DIS , J.Crew IPO

Cramer hates : VG , TIE , URBN

Nothing new from Stocklemon

---------billyjoe

Who gives a s... what Cramer has to say? Only the very gullible.

IIC
06-19-2006, 08:30 PM
Who gives a s... what Cramer has to say? Only the very gullible.

Geez Homz...The next thing I expect you to post is..."Pro Wrestling is not real"

billyjoe
06-19-2006, 08:57 PM
Who gives a s... what Cramer has to say? Only the very gullible.


Homer,
Get a tv show and I'll start a thread on it.
---------billyjoe

IIC
06-19-2006, 11:52 PM
Homer,
Get a tv show and I'll start a thread on it.
---------billyjoe


I think Homey ran off with the Robb w/ 2 b's....I don't get it???...I screwed up w/ the E-wave guy who joined w/ my snide remarks...I apologized...What else could I do?...So Home Boy joins...seems to know some stuff...Then he goes wacko...No Comment....Well, maybe I will make a comment...Homz: seems to me that you are a bit distraught...The Big Boys screwed 'ya???...Get over it...IIC

Homersays
06-20-2006, 01:53 AM
.Homz: seems to me that you are a bit distraught...The Big Boys screwed 'ya???...Get over it...IIC>>

I am one of the Big Boys. You are one of the suckers.

mrmarket
06-20-2006, 07:09 AM
Adman returns

Websman
06-20-2006, 08:35 AM
This is all getting quite hilarious. jejeje

IIC
06-20-2006, 09:01 AM
.Homz: seems to me that you are a bit distraught...The Big Boys screwed 'ya???...Get over it...IIC>>

I am one of the Big Boys. You are one of the suckers.

Thanks for clarifying that Homey...IIC

Rob
06-20-2006, 09:19 AM
Homersays, in this post (http://www.mrmarketishuge.com/showthread.php?p=55392), referred to "the real Robb from the AOL board," as though I am some sort of imitation or something. My name has been Rob for close to half a century now, and the last time I checked my driver's license, it still was.

billyjoe
06-20-2006, 07:56 PM
Back to Cramer : 6/20/06

One hotel chain to buy is HLT. They are the largest worldwide and room rates are on the rise. Their projected earnings increase is 20% + while closest competitors are 14% or less . Gross margin at 37% dwarfs the competition. Most of their profits are made from renting the Hilton brand name out to franchisees. They collect the $$$ but do little of the work.

Cramer Likes : TGI HEI MOG-A GS SO DEO

Cramer Hates : Airbus CD

----------billyjoe

billyjoe
06-21-2006, 09:15 AM
HOM down big on pre-market news of lawsuit over false and misleading statements and material omissions concerning revenue opportunities. Stocklemon may have been correct.
-------billyjoe

billyjoe
06-21-2006, 11:16 AM
HOM responds: Lawsuit is "totally frivolous and without merit". Stock down about 5%.

--------billyjoe

nwinvestor
06-21-2006, 12:58 PM
In the 2nd half of this article are interesting emails to Jon Friedman at MarketWatch re: Cramer.

http://www.marketwatch.com/News/Story/Story.aspx?dist=newsfinder&siteid=mktw&guid=%7B2814E751%2DF453%2D4839%2DA5D8%2DF8A654B614 87%7D&link=&keyword=jon

Most of the emails share our opinion of Cramer.

billyjoe
06-21-2006, 06:53 PM
Cramer 6/21/06

Large conglomerates have been buying up medical equipment companies in order to get control of technology needed to cash in on the ageing population . 60 billion in acquisitions recently will be followed by many more. These are the best takeover candidates. They all have cash and are solid on their own.
1.) VAS orthopedics and lung diagnostics
2.) VITL anethesia and respiratory
3.) SIRO dental repair supplies

Cramer Hates: F
Cramer Likes : CHK

Stocklemon website listed as unavailable or under construction

-------billyjoe

IIC
06-22-2006, 10:58 AM
Stocklemon Reports on Medifast

http://www.stocklemon.com/06_22_06.html (http://www.stocklemon.com/06_22_06.html)

billyjoe
06-22-2006, 12:13 PM
Doug,
MED made it's debut on my cheap stocks port. on 12/5/05 at 5.65 . I never bought it , but instead purchased MOSS a clothing supplier for Target. Sold at a small loss after an analyst downgrade . Within 3 weeks it was a takeover target and I would have made 30% or more in a day. Bad timing again.
-----------billyjoe

IIC
06-22-2006, 05:54 PM
Too bad this is not a paying job...Sounds like a lot of fun...


Submit Your "Lemon" Stock - Join our Team of Investigators Email what you have to our investigative teams. Our investigators are willing to look at almost any valid information that relates to securities fraud, questionable company information or stock manipulation.

stocklemon@stocklemon.com (stocklemon@stocklemon.com?Subject=New Lemon)

billyjoe
06-22-2006, 06:41 PM
Doug,
They wil be inundated.
--------billyjoe

billyjoe
06-22-2006, 08:00 PM
Cramer 6/22/06

Featured stock is WHR whose recent buyout of Maytag gives it a virtual monopoly in the washer/dryer business in the U.S. with about 75% of total potential sales. They also get 250 million in cost savings in the acquisition which has circumnavigated the Sherman Anti-Trust laws. They have almost no competition from overseas due to high shipping costs . The Justice Dept. has once again proven itself to be of , by , and for the corporation.

TRN is the leader in the soon to be booming railcar and barge building business as well as concrete highway barriers. They also have the corner on ethanol transport railcars. Many aged railcars are scheduled for replacement in the near future.

Cramer Likes : ALL , GM , VLO , MTU , MDR , MO , ACV

His Worst Recommendations : MHR , ZZ


Stocklemon update : Stocklemon believes that MED is grossly overpriced when it's revenues are compared to recently sold Jenny Craig . NTRI also seems to be a much more profitable peer. MED's CEO and wife have sold 3.7 million or 25% of their holdings , but Stocklemon sees nothing fraudulent or suspicious with MED. MED finished lower by 4.55 or 21.77% today.

--------billyjoe

IIC
06-22-2006, 08:07 PM
Cramer 6/22/06

Featured stock is WHR whose recent buyout of Maytag gives it a virtual monopoly in the washer/dryer business in the U.S. with about 75% of total potential sales. They also get 250 million in cost savings in the acquisition which has circumnavigated the Sherman Anti-Trust laws. They have almost no competition from overseas due to high shipping costs . The Justice Dept. has once again proven itself to be of , by , and for the corporation.

TRN is the leader in the soon to be booming railcar and barge building business as well as concrete highway barriers. They also have the corner on ethanol transport railcars. Many aged railcars are scheduled for replacement in the near future.

Cramer Likes : ALL , GM , VLO , MTU , MDR , MO , ACV

His Worst Recommendations : MHR , ZZ


Stocklemon update : Stocklemon believes that MED is grossly overpriced when it's revenues are compared to recently sold Jenny Craig . NTRI also seems to be a much more profitable peer. MED's CEO and wife have sold 3.7 million or 25% of their holdings , but Stocklemon sees nothing fraudulent or suspicious with MED. MED finished lower by 4.55 or 21.77% today.

--------billyjoe

You mentioned Jenny Craig...heard the CEO on the radio the other day...She was all excited...At least she acted that way...They were bot out by Nestle...Now that's a good combo...First they sell you tons of chocolate to fatten you up...then they send you a coupon for 10% off at Jenny Craig...LOL

Actually though she was explaining how Nestle is pumping the Nutritional Food Division...Sounds feasible I guess...IIC

billyjoe
06-23-2006, 07:05 PM
Cramer 6/23/06

Game plan for next week. Get in to stocks at 52 week highs. Funds will want to show holders the winners they hold at the end of the quarter. Buy 1/2 position before the FED meeting and 1/2 position after the FED meeting. Three good ones to consider : JCP , the most consistent retailer is going more high end. FMD , huge student loan business 30% of the float is short , big short squeeze coming soon. FMD has little to no debt and is growing at a 20-30% clip annually. GRMN of GPS fame also shows 14% annual growth rate. Two others with great possibilities and earnings due next week are RIMM and PALM.

Best of :

High Growth Rate Stocks : PNRA
Consistent Growth Stocks : GIS
Value Stocks : WLT (has subsidiary worth almost as much as mother company)

Cramer Likes : NWL ATK RTP SGP BAS DVN

Cramer Hates : SIRI ADTN T CBI DELL RSH

--------billyjoe

RL
06-23-2006, 07:14 PM
Cramer has been reading the posts on this sight,he Is now throwing darts

billyjoe
06-23-2006, 07:21 PM
Ray,
I was thinking of you when he did that and hit DVN , Devon energy.
---------billyjoe

billyjoe
06-26-2006, 07:07 PM
Cramer 6/26/06

Do your homework. Don't buy stocks heavy with debt. If you buy based on an occurance such as analyst upgrade , eps surprise , and it doesn't work as you planned , sell immediately.
Listen to conference calls, go to www.sec.gov and study 10-K reports.

---------billyjoe

billyjoe
06-27-2006, 07:11 PM
Cramer 6/27/06

Revisits his 7 samurai Japanese stocks. He says these will take off unless the yen increases in relation to the dollar. Today's exchange rate : dollar is worth 116.26 yen.

MTU---banking
KNBWY---beer
TM---auto
HMC---auto
KUB--tractors
KYO--telecommunication
MC---plasma tv

-------billyjoe

IIC
06-27-2006, 07:33 PM
Cramer 6/26/06

Do your homework. Don't buy stocks heavy with debt. If you buy based on an occurance such as analyst upgrade , eps surprise , and it doesn't work as you planned , sell immediately.
Listen to conference calls, go to www.sec.gov (http://www.sec.gov) and study 10-K reports.

---------billyjoe

Geez Billy...I think you are actually turning into Cramer...IIC

Rob
06-27-2006, 07:56 PM
Listen to conference calls, go to www.sec.gov (http://www.sec.gov) and study 10-K reports.I heard him say that too. In that context he also said that of the thousands of investors he talks to, he doesn't know any that have ever listened to a conference call. Well he doesn't know me then, because I listen to them all the time.

Lyehopper
06-27-2006, 08:14 PM
I heard him say that too. In that context he also said that of the thousands of investors he talks to, he doesn't know any that have ever listened to a conference call. Well he doesn't know me then, because I listen to them all the time.
So do I............

billyjoe
06-27-2006, 08:20 PM
Me too. My mmmmmind is too strong to be taken over by Cramer..Cramer. His words bounce off me , I laugh at his recommendations . Cramerica doesn't really exist. Or does it ? Something just compels me to transfer his commands....words to this thread. We are the chosen few.

-----billyjoe

IIC
06-27-2006, 08:31 PM
I used listen to them...but it's been a while...IIC

Lyehopper
06-27-2006, 10:05 PM
I used listen to them...but it's been a while...IIC
I recorded GEHL's last CC and I listen to it instead of music when I dance.... I'll now refer you to "Rob's Lobs" thread.LOL!

billyjoe
06-28-2006, 07:32 PM
Cramer 6/28/06

Top U.S. manufacturers . They sell to the "BRIC" countries Brazil , Russia , India , China . These will be the fastest growing economies in the world for the next 50 years.

FLR----engineering and construction on 6 continents
CMI---king of engines
CAT---king of construction , operate in 200 countries
DOW--king of plastics, polymeres chemicals operate in 175 countries
DE----agricultural machinery and financing
BA----biggest exporter in the world, #2 defense contractor, in 145 countries
NUE---largest steel producer in U.S. , biggest recycler in U.S. , plants in 15 states, non unionized
UTX---heating, air conditioning,elevators, escalators,helocopters, aerospace
IR-----since 1871 mining ,construction, generators,air compressors, refrigeration, operates 1300 factories
TM----sold in 170 countries, non union, 3rd largest auto manufacturer in world

These stocks are cyclical, buy on dips or when sector is in favor.

-------billyjoe

Rob
06-28-2006, 07:43 PM
Thanks for that synopsis, BillyJoe. I like the non-unionized companies too. I mean a little collective bargaining for humane conditions is one thing, but some o' those unions are sucking the lifeblood out of the animal that sustains them.

billyjoe
06-30-2006, 09:30 AM
Cramer is apparently on vacation and they're showing re-runs. I know some folks here consider any information about Cramer as welcome as a turd in the punch bowl and I see your point but believe he does come up with interesting thoughts and ideas that make a person question their stock selection process. I haven't bought any of his recommendations in nearly 3 years but I've looked into several of them. Let me know if you'd rather I quit posting about Cramer. Maybe it doesn't really belong here.
-------billyjoe

IIC
06-30-2006, 09:42 AM
Cramer is apparently on vacation and they're showing re-runs. I know some folks here consider any information about Cramer as welcome as a turd in the punch bowl and I see your point but believe he does come up with interesting thoughts and ideas that make a person question their stock selection process. I haven't bought any of his recommendations in nearly 3 years but I've looked into several of them. Let me know if you'd rather I quit posting about Cramer. Maybe it doesn't really belong here.
-------billyjoe


I'm not his # 1 fan but he does say some helpful stuff on his radio show...IIC

DSteckler
06-30-2006, 09:51 AM
<< I know some folks here consider any information about Cramer as welcome as a turd in the punch bowl >>

So THAT'S what that is! I thought they were serving dumplings in broth at the party....<g>

billyjoe
06-30-2006, 07:07 PM
Cramer 6/30/06

There's still time to make money in mining stocks . Mineral extraction and mining equipment companies that operate in foreign countries are such a big part of the economies there they can afford to make payoffs to governments that seem enormous though they actually represent pennies in stock price. They are almost in partnership with the countries and are in little danger of being nationalized as might happen with smaller companies.
---3 best mining companies :
BHP--2nd in copper production,3rd in nickle, 4th in uranium
FCX--copper and gold , large mines in Indonesia , Spain
RTP--huge in iron ore extraction sell worldwide

---3 best mining equipment companies :
MTW--extraction by crane
TEX---heavy equipment for surface mining
CAT---best of breed trucks,trucks,trucks

Demand will continue for minerals in U.S.A. as well as (BRIC) Brazil, Russia,India,and China

----------billyjoe

jiesen
06-30-2006, 09:34 PM
Cramer is apparently on vacation and they're showing re-runs. I know some folks here consider any information about Cramer as welcome as a turd in the punch bowl and I see your point but believe he does come up with interesting thoughts and ideas that make a person question their stock selection process. I haven't bought any of his recommendations in nearly 3 years but I've looked into several of them. Let me know if you'd rather I quit posting about Cramer. Maybe it doesn't really belong here.
-------billyjoe

Nah, it's all good billyjoe. I couldn't care less about what Cramer thinks of any particular stock, and I don't believe following his picks will make anyone any real money in the long run, but there is value in knowing what he's touting on his show, if just to explain some of the herd movement in these stocks... also you can actually get a few tidbits of news that you might otherwise miss from watching the show.

But if you can get all the important information from the show right here on this thread, there's really no reason at all you'd have to listen to his ugly manic mug. So I say go ahead and continue these posts, but only as long as that's what YOU enjoy doing.

....

mining? Buffett's out, and Cramer's in the metals now. Yeah, I think I'll pass. Let's find the NEXT big thing, shall we? Not the LAST big thing.

IIC
07-05-2006, 10:43 AM
Heads Up...Stock Lemon's next target will be MOVE

billyjoe
07-05-2006, 12:28 PM
Doug,
If I remember right homestore.com was one of IBD's favorite under $10 stocks along with HOM and IIG . They must all be taking their lessons from
crooksschool.com . I'm shorting MOVE on POTW but will give it to you if you want it.

-----------billyjoe

IIC
07-05-2006, 05:18 PM
Doug,
If I remember right homestore.com was one of IBD's favorite under $10 stocks along with HOM and IIG . They must all be taking their lessons from
crooksschool.com . I'm shorting MOVE on POTW but will give it to you if you want it.

-----------billyjoe


Take it...PMTR is kickin' it...Doug(IIC)

billyjoe
07-05-2006, 05:29 PM
Doug,
I think MOVE was HOMS before name change . I used to get HOM and HOMS mixed up turns out they may have had much in common.

-----------billyjoe

IIC
07-05-2006, 05:32 PM
Heads Up...Stock Lemon's next target will be MOVE


Hey...my crystal ball was right http://stocklemon.com/

billyjoe
07-05-2006, 09:05 PM
Cramer was back today , but I forgot to watch. As you may have heard from Doug (IIC) stocklemon did a report on MOVE (was HOMS until May '06). In summation, MOVE sells on line real estate listings space , has lost 2 billion over the last 13 years , with a tiny profit in '05. Despite a poor track record , price of the stock more than tripled in the past year. Although there are no convicted executives working for them at present , 11 former employees have been convicted on federal charges . Stocklemon considers MOVE to have a "terminal" business model that couldn't make money in one of the most prosperous periods in real estate history.

Reuters June 22nd : Stuart Wolff, former chief executive was found guilty of insider trading, falsifying records,inflating ad revenue by 67 million dollars, and lying to company accountants. Other executives of HOMS altered web sites, press releases, backdated documents , and used false addresses . They also conspired to blame the Sept 11th attacks for a performance drop of 20 million below estimates for that quarter. Also pleading guilty were former VP, ex-COO , and ex- CFO.

----------billyjoe

IIC
07-05-2006, 10:58 PM
Speaking of StockLemon...Don't forget Mark Cuban's new site: http://www.sharesleuth.com

Let's run the crooks outta the market...It's a BIG job...But somebody's gotta do it...Might as well be you Billy...Doug(IIC)

Rob
07-06-2006, 06:15 AM
MOVE sells on line real estate listings space , has lost 2 billion over the last 13 years , with a tiny profit in '05.$2 billion over 13 years? That works out to $12.8 MILLION PER MONTH! How does a little start-up, Internet-based company even spend that much money in one month? Let alone every month for 156 months in a row? And presumably there were some earnings to offset those losses, meaning they spent even more than that! That's just unbelievable. They must have bought one heck of a lot of advertising, but they didn't buy enough to find me, because I never heard of 'em.

billyjoe
07-06-2006, 07:04 AM
Rob,
Somewhere in the 2005 year they had a 250g profit , that was the only time since 1993.
----------biilyjoe

billyjoe
07-06-2006, 07:11 PM
Cramer 7/06/06

Today he focused on bottom fishing for value stocks and featured 3 he deems as being undervalued for different reasons.
LEA--auto supply king dragged down by bad competition such as Delphi. Good chance they'll buy up some of their sick peers. Nothing wrong with Lear , suffering from bad reputation of others in group

STJ--got bad reputation caused by faulty products of others such as BSX. STJ makes heart devices and are likely to be the target of a takeover bid.

FO----dragged down with homebuilders although less than 1/2 half of their business is housing supplies and what they supply is replacement for existing homes such as kitchen cabinets. Good earnings report will show their strength.

Cramer Likes---TATA, NSS ,SLB, IGT

Cramer Hates---ANDE, ARRS , F

----------billyjoe

billyjoe
07-07-2006, 07:44 PM
Cramer 7/7/06

Cramer extensively commented on his admiration for Smithfield Foods (SFD). They process pork and beef in 400 plants as the world's largest pork processor. By attacking their competitors at the first sign of weakness they are able to buy branches of the competition often for a price well under yearly sales . They recently acquired Sara Lee's European pork business for about .75 per dollar of yearly sales. Con Agra's Butterball turkey and ham divisions also have been or are about to be taken over.


Cramer likes : VLO WLT T SWN JCP ANF
Cramer hates : INTL IIIN EBAY JOE

---------billyjoe

IIC
07-07-2006, 07:50 PM
Cramer 7/7/06

Cramer extensively commented on his admiration for Smithfield Foods (SFD). They process pork and beef in 400 plants as the world's largest pork processor. By attacking their competitors at the first sign of weakness they are able to buy branches of the competition often for a price well under yearly sales . They recently acquired Sara Lee's European pork business for about .75 per dollar of yearly sales. Con Agra's Butterball turkey and ham divisions also have been or are about to be taken over.


Cramer likes : VLO WLT T SWN JCP ANF
Cramer hates : INTL IIIN EBAY JOE

---------billyjoe


I used to really like Smithfield circa pre-90...looks like I shoulda just bot 5 or 6 blocks back then and held 'em...then I could be sittin' back sippin' Mai Tai's in Bora Bora right now and tomorrow and next week and next month and next year...IIC http://finance.yahoo.com/q/bc?s=SFD&t=my

billyjoe
07-11-2006, 07:26 PM
Cramer 7/11/06

According to Cramer, 50% of a stock's upside is determined by sector strength regardless of earnings. For example , last quarter drugstore stocks as a sector tanked even though some such as WAG put up good numbers. These stocks stayed down for 7 weeks until rising FED rates put drugstores back in favor. Latest quarter earnings for WAG were very similar to last quarter , however, the sector now in favor responded with a good performance even for some bad stocks in the group.

Currently most tech stocks that have no defense by way of dividends , buybacks, acquisitions , and give no guidance are ripe for negative reactions in line with the market.

Cramer likes : WAG SRZ ASH FWLT LMT GIS

Cramer hates : FCX CRM CECO


Nothing new from stocklemon or sharesleuth

--------billyjoe

diogenes
07-13-2006, 10:29 AM
From the link:

"Abstract:
We document market inefficiency in the in the days following the buy recommendations of Jim Cramer, host of the popular CNBC show Mad Money. The average cumulative abnormal overnight return for the smallest quartile of recommended stocks is 5.19%, and these returns completely disappear within 12 trading days. We also find that trading volume, buy-sell imbalance, and short sales volume are all significantly higher than normal on the day following Cramer's recommendations. These findings allow us to test hypotheses about the behavior of different types of traders. Finally, our GMM estimates of the components of the bid-ask spread suggest that market makers are aware of Cramer's recommendations and anticipate the order flow imbalance following Cramer's recommendations."

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=870498

billyjoe
07-13-2006, 07:11 PM
Cramer 7/13/06

Buy stocks in sectors that have a defense in this bad market. These will have strong dividends , buyback history, or strong possibility of being taken over.

Regional banks : SBCF HCBK dividends and share buybacks

Utilities : CPK BKH IDA CNA dividends and takeover targets

REITS : RA BDN preferably office space , not malls , strong takeover targets


Cramer Likes : NBR HAWK CSX

Cramer Hates : USB HELE

--------billyjoe

Lyehopper
07-13-2006, 10:00 PM
From the link:

"Abstract:
We document market inefficiency in the in the days following the buy recommendations of Jim Cramer, host of the popular CNBC show Mad Money. The average cumulative abnormal overnight return for the smallest quartile of recommended stocks is 5.19%, and these returns completely disappear within 12 trading days. We also find that trading volume, buy-sell imbalance, and short sales volume are all significantly higher than normal on the day following Cramer's recommendations. These findings allow us to test hypotheses about the behavior of different types of traders. Finally, our GMM estimates of the components of the bid-ask spread suggest that market makers are aware of Cramer's recommendations and anticipate the order flow imbalance following Cramer's recommendations."

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=870498
Very interesting.... I'll be watching your POTW short play tomorrow dude....SsSsSSssss!

diogenes
07-13-2006, 11:01 PM
Very interesting.... I'll be watching your POTW short play tomorrow dude....SsSsSSssss!


If would have been wonderful, but with only one day to play it I chickened out and went back to cash.
Now, next week it might be fun.

billyjoe
07-14-2006, 09:00 PM
Cramer 7/14/06


Taking advantage of retiring baby boomers travel and leisure activities. Many of these retirees will pay a premium for services that enhance their image. These are the best of the "high end" companies that cater to the wealthy or faux wealthy retirees.
FS---luxury resorts and hotels in 31 countries, 50 properties, 17,300 rooms
OEH---deluxe hotels 50 throughout the world
BKS---799 bookstores in 50 states barnes % noble % b. dalton
AXP-- in 130 countries , you pay for using their card

Best in gambling
LVS-- operate in Macau only legal casino location in China
IGT-- computerized machines , control nearly 2/3 of American slot machines

High dollar restaurants
MRT-- 70 steakhouses in 28 states and Canada
RUTH--95 locations worldwide

Luxury Liners
RCL
CCL
Cramer hates : CBRL

---------billyjoe

billyjoe
07-17-2006, 07:09 PM
Cramer 7/17/06

Checklist to determine whether to keep or sell a stock that is down.

1. sector : is it in a bull mode or a bear mode

2. is it cheap in relation to S & P 500 (p/e ave.16) you can also check trailing earnings, forward earnings, price/ book

3. is management stagnant or forward thinking . How's their track record ?

4. how does the future look for their product ? Have they oversaturated the market ? Are they already in all 50 states ?


Cramer Likes : NBR LOW SWY NKE ABB WHR BA

Cramer Hates : EBAY HD BWNG IRM DD CMED HW

Nothing new from stocklemon or sharesleuth.

-----------billyjoe

billyjoe
07-19-2006, 06:58 PM
Cramer 7/19/06

Today's rally was because the market was oversold. A herd mentality is running the market. High volume is needed to continue rally.

Four factors to use in picking superior industrial stocks.
1. do they supply or operate in the BRIC countries (Brazil Russia India China)
2. are they heavily effected by bull markets
3. do they see a bright future for themselves ( especially if they raise guidance)
4. are they actively buying back shares

UTX is one of those industrials that satisfies all the above requirements

Cramer Likes : BA UTX WFC GW MOT NBR UPS SHLD ERTS

Cramer Hates : AVCT PQ BIDU YHOO WM EMC

----------billyjoe

Rob
07-19-2006, 08:05 PM
Billyjoe, I noticed EBAY conspicuously absent from Cramer's hate list toaday, as opposed to Monday. LOL @ that bald-headed stooge!

Billyjoe, seriously, thanks for the recap, dude.

mrmarket
07-20-2006, 07:43 AM
From the link:

"Abstract:
We document market inefficiency in the in the days following the buy recommendations of Jim Cramer, host of the popular CNBC show Mad Money. The average cumulative abnormal overnight return for the smallest quartile of recommended stocks is 5.19%, and these returns completely disappear within 12 trading days. We also find that trading volume, buy-sell imbalance, and short sales volume are all significantly higher than normal on the day following Cramer's recommendations. These findings allow us to test hypotheses about the behavior of different types of traders. Finally, our GMM estimates of the components of the bid-ask spread suggest that market makers are aware of Cramer's recommendations and anticipate the order flow imbalance following Cramer's recommendations."

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=870498


I think Cramer stimulates interest in the markets, which is a good thing for seasoned investors.

RL
07-20-2006, 08:54 AM
I find Cramer to be no different than all the other analyst that we hear and read about every day, except he puts on a good show and makes things a little more Interesting and adds some humor. Although he recommends stocks he also adds that you should do your own homework. I have never bought any of his recommendations as they seem to go up and then sell off In a couple of days

billyjoe
07-20-2006, 10:10 PM
Cramer 7/20/06

Buy banks now while they're still cheap 5 reasons why :

1.) They are buying back stock in record numbers

2.) New bankruptcy laws are good for banks

3.) On average are priced below S&P multiples

4.) Even after 17 rate increases banks have fewest loan losses in years

5.) Fees are making banks $$ reducing dependence on money from loans

Cramer Likes : MTU PFE UL FUN CWTR

How to spot a bad analyst call : Macrothesis downgrading of an individual stock based on slowdown of the sector as a whole is often wrong. Calls made within 48 hours of earnings which seem to be motivated by unexplained inside information is usually wrong.

--------billyjoe

billyjoe
07-21-2006, 06:55 PM
Cramer 7/21/06

This is a stealth bull market. Many companies are doing great but no one notices them with all the bad news. The roadbuilding industry will do well when the pork contracts (politicians) finally come through. The best ways to play this industry is through rock companies that produce aggregate , asphalt , and paving equipment. The best of these companies are :

crushed rock aggregate---VMC MLM

asphalt-----ALJ

paving equipment---IR ASH

Cramer Predictions : Fed will lower rates before elections , shorts will rule Monday 7/24/06 followed by a rally

Cramer Hates : HANS

Cramer Likes : NWS , Banks , Drug Stocks

----------billyjoe

Rob
07-21-2006, 07:51 PM
This is a stealth bull market. Many companies are doing great but no one notices them with all the bad news.I saw that, Billyjoe, and I gotta tell ya, I'm in Cramer's camp on that one. All these panty-waists selling good companies on the cheap need to take a good look at reality for a change.

spikefader
07-21-2006, 10:00 PM
...panty-waists selling good companies on the cheap need to take a good look at reality for a change.Forgive me if I've read that statement incorrectly or defensively, Rob. But I see two problems with that "panty-waist" adjective.

a) it's unfair and sexist to suggest that anyone who happens to be wearing panties (hopefully ladies only jejeje) can't trade effectively and make money or limit losses selling those so-called "good companies"
and
b) it implies that selling or shorting so-called "fundamentally good companies" is "ineffectual", despite the repeated evidence of late to the contrary.

As I see it, technically weak stocks should be sold to limit losses. They should be shorted to increase profits.

Either way, the bottom line is that if it's a choice between producing the goods and being called a panty-waist it's a no-brainer - give me the label!

It has nothing to do with gender. It has nothing to do with fear. It's not personal.

But it has everything to do with reality, what really is, or might be, and admitting that some things occur for reasons beyond the fundamental.

Have a great weekend dude!

Rob
07-21-2006, 10:25 PM
You know, Spike, I was afraid you or somebody might take that personally, and I almost didn't post it because of that. I like T/A pretty well, but within reason. I was just puffing out my chest and blustering because I agreed so whole-heartedly with what Cramer said on his show tonight about good companies being sold cheap. And when I used the term "panty-waist," I was not thinking of anyone on this forum, mainly just ticked off that institutional investors keep selling and selling when there's no good reason for it--like a bunch of "girly-men." And I mean no offense to any of the fairer gender by that comment either. It's just me blowing off a little steam.

spikefader
07-21-2006, 11:53 PM
You know, Spike, I was afraid you or somebody might take that personally, and I almost didn't post it because of that. I like T/A pretty well, but within reason. I was just puffing out my chest and blustering because I agreed so whole-heartedly with what Cramer said on his show tonight about good companies being sold cheap. And when I used the term "panty-waist," I was not thinking of anyone on this forum, mainly just ticked off that institutional investors keep selling and selling when there's no good reason for it--like a bunch of "girly-men." And I mean no offense to any of the fairer gender by that comment either. It's just me blowing off a little steam.Forgive my misunderstanding Rob and thanks. May your frustration soon be smothered and forgotten by massive profits. :)

billyjoe
07-24-2006, 07:04 PM
Cramer 7-24-06

AVP , dog of a stock, is finally showing life due to exposure in China with 114,000 sales reps compared to 468,000 in U.S. This is a secular play that might take 18 months to kick in.

Big Pharma looking good especially since Medicare Part D is bringing in extra drug buyers.

Cramer Likes : DPZ FRK ASH ARRO WFA SGP

Cramer Hates : SONS ASTE ISSX VPHM

Nothing new from stocklemon or sharesleuth

----------billyjoe

billyjoe
07-25-2006, 07:14 PM
Cramer 7/25/06

A tale of two stocks : one a Faux Secular that in reality is a Cyclical (WWY) , the other a true Secular Growth stock still perceived to be a Cyclical (CSX).

CSX has a multiple of 14X earnings. In the past it was considered cyclical since railroads were a last resort when problems arose with trucking. They are no longer dependent on a strong economy. They carry a strong mix of secular products , 25% coal , 12% grain for pig and chicken feed , 10-12% aggregate stone for road repair , 10% municipal waste. These all are needed regardless of economic conditions. Railroads have virtually no competition. No new railroads are being built. They can screw customers with rate hikes and customers can hardly switch to commercial trucking. Railroad equipment lasts longer without the constant maintenance needed for trucking.

WWY has been considered a Secular Growth stock for years. With tremendous competition from CSG , Cadbury Schweppes , lack of successful new products , and poor management (Wm.Wrigley Jr.) , they will have a difficult time delivering consistent earnings growth. Multiple is 22X earnings.

Cramer Likes : CSX FNSR CTSH PEP SGG GOOG NBR

Cramer Hates : CD VG NTRI

-------billyjoe

peanuts
07-25-2006, 07:46 PM
Cramer Likes : CSX FNSR CTSH PEP SGG GOOG NBR

Cramer Hates : CD VG NTRI

-------billyjoe

Billyjoe,

I watched half of Cramer and and saw that he said good things about SGG. He mentioned that they make specialty steel something-or-others for high tech companies... this statement makes me really wonder just how much Cramer actually knows. I happen to know quite a lot about SGG, and from all encounters with the company and it's people, I have no knowledge that they deal in ANY steel products. I know that their core business is producing carbon electrodes for EAF's (electric arc furnaces). The way these are made is actually really interesting- extremely dirty, but really cool. Think of play-do and the little presses that they sell as kits to make extruded shapes like stars, cylinders, and what not... That's how they make these giant electrodes... they make up this mix of mostly carbon, a bonding agent, and aggregate... get it hot and put it in a big vat... then press the material through an opening (I've seen electrodes as big as 2 feet in diameter) to extrude a long cylinder of the material. Then they treat it, and harden it, and tap it, and thread it, and pack it, and ship it.

THIS is their core business, and though I agree with Cramer that the company is a 'BUY', I disagree with with him regarding the market in which they participate. SGG products are in high demand- not because of high quality or low pricing, but because the Steel Industry is booming and there are not enough electrode makers to supply the worldwide demand. Order booking is suggested to be done 3-4 months in advance from domestic producers and off-shore accounts can be backlogged as far out as 10 months!!!

If anyone is looking for a business opportunity, it would be in the importing and marketing of foreign electrodes for steelmaking EAF's.

Now, regarding Cramer: he seems to know a lot about the stocks that people ask him about, and he speaks with authority when giving his opinion. But, this is not the first time I remember him mistakingly describe a company's business (i.e. GV). It makes me doubt his future comments when he's talking about companies on the fly. However, I also think he is a sharp fellow that does good research and can make a lot of money himself as a trader. He has a grasp of the market that is better than 90% of the population (my opinion), and gives good advice regarding the analysis of portfolios and specific investments (after a thorough review). I think he should stop taking all these slap shots from the viewers... sure it gets ratings, but I think it will eventually come back to bite him.

And Billyjoe, thank you for doing a recap of his daily show. I like it and appreciate your efforts.


Looking for popular stock advice from Cramer
Is the typical path of a investing home-gamer.

billyjoe
07-25-2006, 09:10 PM
Peanuts,
Thanks for your support. I think you may be right about Cramer sometimes not knowing as much about a stock as he claims. Rarely does he admit that he isn't familiar with a company and a few times he's come back and said his comments were about another company with a similar stock symbol , but overall he is quite knowledgeable. I find it interesting when he calls a CEO on the carpet for misleading information and he does it quite often. He said today that the NBR CEO had been telling it like it is for 20 years and that the analysts were wrong on NBR. I wouldn't want my company to get on Cramer's sh#* list. Cramer does make some terrible calls from time to time and he's such a good salesman he can easily sway a person's opinion. That's a danger I see with him , but if you can see through the hype there's some value in his program.
----------booyahboyaudit.com says his 52 week record is 428 winners 462 losers 3 unchanged with a gain of 4.28% vs. 3.72% DOW and 2.02% S&P 500.I thought it would be better than that and I believe a person could do their homework on his picks and improve greatly on those numbers.

--------billyjoe

billyjoe
07-26-2006, 06:03 PM
Stay tuned for stocklemon report on OTCBB : FHAL . "CEO has created a perfect storm of securities violations" stocklemon 7/26/06. FHAL CEO Rufus Paul Harris has stated they are going to convert all existing shares to new shares @15.00. Last sale today was @1.01. Harris says their 3 month target is $100.00 per share . He also claims they will have 1 billion in profits in the next 10 years that will be given to shareholders in the form of dividends. FHAL currently has $9416 in cash and a wide range of seemingly worthless side ventures and websites that are hard to define such as http:/www.runbylove.com/ Harris also has a history along with some of his co-officers at FHAL running other shady companies that were halted by governmental sanctions.

-----------billyjoe

billyjoe
07-26-2006, 07:17 PM
Cramer 7/26/06

10 Good Tech Takeover Targets

To be on this list , the stocks must meet 2 or more of the following requirements.
1.) price down this year
2.) down because of options backdating scandal
3.) down due to recent short term event
4.) product or service fills need of a larger tech company
5.) are on takeover target list of other researchers
6.) a profitable company with cash that is having problems growing

Here are the companies on Cramer's list
1. BRCM
2. WDC
3. PALM
4. he was talking too fast I didn't get it
5. WBSN
6. BEAS
7. TIBX
8. FILE
9.AVID
10. ACTI

Cramer likes : NWS PG JNJ VF ESLR UNH PWEI BEAV TATA

Cramer hates : CMI JDSU ACI LLL

-----------billyjoe

ParkTwain
07-26-2006, 09:27 PM
TI should acquire BRCM.

MOT or AAPL should acquire PALM.

That's the extent of my wisdom.

IIC
07-26-2006, 10:40 PM
Stay tuned for stocklemon report on OTCBB : FHAL . "CEO has created a perfect storm of securities violations" stocklemon 7/26/06. FHAL CEO Rufus Paul Harris has stated they are going to convert all existing shares to new shares @15.00. Last sale today was @1.01. Harris says their 3 month target is $100.00 per share . He also claims they will have 1 billion in profits in the next 10 years that will be given to shareholders in the form of dividends. FHAL currently has $9416 in cash and a wide range of seemingly worthless side ventures and websites that are hard to define such as http:/www.runbylove.com/ Harris also has a history along with some of his co-officers at FHAL running other shady companies that were halted by governmental sanctions.

-----------billyjoe


Thx for posting that...Not for me...but when I saw your post I immediately made some phone calls...Hopefully I saved some friends...thx again...IIC

billyjoe
07-27-2006, 08:55 AM
July 26th 2:02 ET

Conversion Solutions Inc. Releases Public Warning to www.our-street.com and www.stocklemon.com owners


-------------We hereby issue this public warning for you to cease and desist and retract the false and misleading information that you have posted about Conversion Solutions Inc. and The Frontline Group or legal action is forthcoming



--------check out www.our-street.com another interesting site

------------billyjoe

billyjoe
07-27-2006, 07:05 PM
Cramer 7/27/06

Cramer predicts future newspaper headline : "VLO beats estimates (by as much as 1.00 /share) raises guidance and announces buybacks."

Worst piece of research for the month award : Alan Laws , Merrill Lynch , Downgrades HAL to neutral because of KBR division's uncertain earnings 7/24. This was after HAL had already dropped in price 5 points.

Luxury Stock Index --- Trending Lower so far down 3.1% YTD

The 12 stocks making up this index make money from the rich and upper middle class. Any significant drop in this index could indicate a recession. If drop continues , stay diversified and switch to defensive stocks.

Luxury Index Symbols : COH RL TIF FS HAR OEH JWN MOV DEO TOL WYNN RUTH

Cramer was branding steaks with a M M and I thought "holy crap, Mr.Market". Then I realized it meant Mad Money.

---------billyjoe

IIC
07-27-2006, 11:30 PM
Great thread Billy...I enjoy reading it...thx...IIC

mrmarket
07-28-2006, 07:20 AM
He really went overboard with that VLO analysis. He kept hyping the Maya crude that VLO runs at their refineries. Fact of the matter is that this crude is not run at all of their refineries.

With regard to the integrated and upstream oils:

...most of the Wall Street ANAL-yst targets are based on $54 oil. If you think oil will stay in the $70 range, all of these companies will smash their 2006/2007 targets.

billyjoe
08-01-2006, 07:33 PM
Cramer 8/1/06

CMCSA --big growth ahead , getting control of the triple play :phone , cable , internet

PFE----once hated now poised for big bucks with medicaid $$$ coming in from seniors. Should have 6 good months until HMO's start cashing in

UARM----take the profits, they can't sustain current profit growth , oversaturating market , not any good new products in near future

Likes : PFE CMCSA NWS PALM AMLN

HATES : VG BBW INTC BIDU DBRN UARM GLW


Nothing new from stocklemon , but we almost heard the first report from Mark Cuban's new venture , sharesleuth.com . They were to post their first story Monday , but were pre- warned of lawsuits by the target of the not yet written story. According to Cuban and his partner , writer Chris Carey
"We will pay in independent fact checker to review all stories and ensure details are correct and conclusions are neither false nor misleading" The first piece is expected in a few days.

---------------billyjoe

IIC
08-01-2006, 10:47 PM
Cramer 8/1/06

CMCSA --big growth ahead , getting control of the triple play :phone , cable , internet

PFE----once hated now poised for big bucks with medicaid $$$ coming in from seniors. Should have 6 good months until HMO's start cashing in

UARM----take the profits, they can't sustain current profit growth , oversaturating market , not any good new products in near future

Likes : PFE CMCSA NWS PALM AMLN

HATES : VG BBW INTC BIDU DBRN UARM GLW


Nothing new from stocklemon , but we almost heard the first report from Mark Cuban's new venture , sharesleuth.com . They were to post their first story Monday , but were pre- warned of lawsuits by the target of the not yet written story. According to Cuban and his partner , writer Chris Carey
"We will pay in independent fact checker to review all stories and ensure details are correct and conclusions are neither false nor misleading" The first piece is expected in a few days.

---------------billyjoe


Please keep us posted on the Sleuth...If they post the truth then it should fly...although, it does cost a lot sometimes in legal fees to defend yourself even when you are exonerated...I think that if someone sues you and you win that they should pay your legal fees...it happens sometimes...but I can tell you from real life experience that I have paid more in legal fees on a couple of cases where I won than I would have if I had just paid off the nuisance claim....And BTW...I have never lost.

billyjoe
08-02-2006, 07:14 PM
Cramer 8/2/06

Likes : CVX ABB FO MAS UTX A IIP ACAS AUY JCP VLO URS FWLT

Hates : RACK SBUX AMKR CHS VG


Stocklemon report on Fronthaul Group /Conversion Solutions Jul. 27 conference call (OTCBB :FHAL) "CEO Rufus Harris is a liar and has been lying to shareholders. This is FRAUD FRAUD FRAUD"

"There were so many lies in the July 27th conference call we couldn't count them all so we narrowed it down to the biggest 3.

1.) the company converted a Venezuelan bond to cash and now has 500 million in the bank

2.) NASDAQ said FHAL would be approved for immediate trading if price set at 1.75/share

3.) There are 62 million outstanding shares give or take 10 million. SEC filings state an additional 95 million in convertable debt and preferred stock

CEO Harris again urges everyone to buy as much stock as possible
Stocklemon tells Harris if he can prove they have 500 million in cash and equity they will remove all mention of FHAL from the stocklemon site and purchase a Run By Love CD from them and listen to it in it's entirety.

Stocklemon also warns FHAL that they are protected by the first amendment and FHAL will have to pay court costs for any trivial lawsuits brought against them. Stocklemon has all but come out and called CEO Harris a nut case.

-------------billyjoe

billyjoe
08-03-2006, 07:12 PM
Cramer 8/3/06 Buybacks

Not all stock buybacks are good. Here's 4 bad types:

1.) the ugly borrowed money buyback , funds are borrowed instead of from excess cash (TWX)
2.) botox buyback used to shrink market cap to hide low earnings (ENR)

3.) schizophrenic buyback, blowing cash in an industry that's going down the toilet (PFGC)
4.) impotent buyback - buyback followed by issuing new stock

Here are 4 good types of buybacks :

1.) value buyback-stock is worth less than value of company assets (OMM) bought back 18% of outstanding shares last year

2.) nobody believes in us buyback --we know we're good but analysts don't believe it or care (JCP) bought back 14% of shares last year

3.) afraid of being taken over buyback--(IR)

4.) aggressive buyback-- good news is just around the corner and we want to cash in (DVN) bought 10% of shares

BAC and WFC just strenghtened their stocks with major buybacks

LIKES : ERTS QCOM BLS MHS

HATES : NKTR ESLR ATVI LLL WMT TXRH CSCO MIG

-----------billyjoe

Rob
08-03-2006, 10:09 PM
Thanks for the recaps, Billyjoe. I like reading them and appreciate the effort you put into this thread.

Lyehopper
08-03-2006, 10:40 PM
Thanks for the recaps, Billyjoe. I like reading them and appreciate the effort you put into this thread.
Ditto, Great job BillyJoe! http://www.mrmarketishuge.com/images/icons/icon14.gif

It's funny that Jimbo just loved ESLR about eight weeks ago....

billyjoe
08-07-2006, 07:28 PM
Cramer 8/7/06

What if anything is promising in retail ? Forget teen clothing , it's dead, the show is over, however, infant and toddler fashions up to age 10 are hot with 2 stocks head and shoulders above the rest.

GYMB--started out selling girls clothes , now into boys in a major way.They operate under 5 divisions with 17 outlet stores, 28 Canadian, and 537 retail U.S. stores. Selling at 18X earnings they have raised guidance.

PLCE---best kids clothing chain. Comp store sales +15%, largest guidance increase of all clothing retailers, bought out 317 Disney Stores and retain the valuable name brand,all stores are company owned, trade at 16X earnings

Multiple contraction is killing high multiple stocks, regardless of earnings. 3 big examples : Starbucks , Whole Foods , Hansens Natl.

Reasons high multiple stocks are tanking :

1.) Fed raising rates, worries about inflation
2.) Stocks are selling at multiples greater than 2X growth
3.) Are already priced for perfection , can rarely not disappoint
4.) Analysts know they must beat estimates by a lot
5.) Once they start to sell institutions drop them like a hot potato

CPKI--restaurant regional going national showing great potential

LIKES : PLCE GYMB LI AAPL Q KMB F

HATES : MRVL MMM CBB COGO LU MWY



Sharesleuth : stay tuned for report on Xethanol XNL :AMEX , Bogus ethanol stock ?

-------------billyjoe

IIC
08-07-2006, 08:57 PM
Sharesleuth's First Victim...XNL

http://www.sharesleuth.com/

billyjoe
08-07-2006, 09:30 PM
Sharesleuth's report on XNL, a brief synopsis.

Xethanol XNL :AMEX claims to have the ability to produce large quantities of ethanol from wood chips , corn stalks , and paper sludge. Production has been almost non-existant so far. All inquiries are met with an "that's confidential information" answer.

8 of XNL largest shareholders were former stockbrokers disciplined by the SEC and Natl. Ass. of Securities Dealers amongst others

XNL chairman and CEO claims global senior corporate executive experience with at least 2 companies that have never heard of him

One of it's 2 plants has been idle over a year and has no water or sewer facilities operating

They have no scientists on staff, spend little on R&D , and have suspicious ties with questionable companies closely alligned with officers of XNL. Sounds strangely familiar.

------------billyjoe

IIC
08-07-2006, 11:04 PM
Sharesleuth's report on XNL, a brief synopsis.

Xethanol XNL :AMEX claims to have the ability to produce large quantities of ethanol from wood chips , corn stalks , and paper sludge. Production has been almost non-existant so far. All inquiries are met with an "that's confidential information" answer.

8 of XNL largest shareholders were former stockbrokers disciplined by the SEC and Natl. Ass. of Securities Dealers amongst others

XNL chairman and CEO claims global senior corporate executive experience with at least 2 companies that have never heard of him

One of it's 2 plants has been idle over a year and has no water or sewer facilities operating

They have no scientists on staff, spend little on R&D , and have suspicious ties with questionable companies closely alligned with officers of XNL. Sounds strangely familiar.

------------billyjoe


And Mark Cuban is short on the dang thing

billyjoe
08-08-2006, 08:59 AM
And Mark Cuban is short on the dang thing

And it's all legal. Cuban's a sharp guy whether or not he's likeable.

-----------billyjoe

billyjoe
08-08-2006, 07:05 PM
Cramer 8/8/06

Time to dump the old .coms and move on to the future. Get rid of EBAY , AMZN , TWX. Replace with NILE , VCLK , IACI. NILE sells jewelry, especially engagement and wedding rings on line. They have O inventory, have bought back 8% of outstanding shares and sales are up 14.9%. VCLK has bought back 6.9% shares.

IACI has spun off a bad travel subsidiary. They also promoted Barry Diller to a position where he can't hurt the company with bad public relations. Their ask.com is doing well as is ticketmaster and match.com. They also own Home Shopping Network and have a large real estate business. They trade at 22X earnings. Cramer considers IACI king of the internet.

LIKES: NILE VCLK NWS IACI ZMH BUD

HATES: EBAY AMZN TWX FCEL

----------billyjoe

billyjoe
08-10-2006, 07:30 AM
Stocklemon update on FHAL

As of 8/9/06 FHAL has changed symbol to CSHD

There is still no evidence of the mysterious Venezuelan bond that has been converted to 500 mil. in the bank for CSHD.

Latest trade price is 1.13

Research into subsidiary companies touted by CEO Rufus Harris :

Tserof Holdings-- no information can be found
CVSU Coffee Shops---no information can be found
Equine Solutions--exists for CEO Harris' hobby of buying/ selling horses
Stargate Productions Inc.----no information can be found
Live Mortgage Free-----no information can be found
Lottery Fever.com---no information can be found
Infinity One Inc.---nothing
Amruss Group LLC.--nothing
Loan Shopper.com---disconnected phone

----------billyjoe

billyjoe
08-10-2006, 07:02 PM
Cramer 8-10-06

Threat of terrorism is already built into market. PG and JNJ may profit if no containers of liquids are allowed on planes. Buy defensive stocks not defense stocks. No need for panic.

Casino stocks can make you money but stay away from Vegas. Go for those with ties to Southeast Asia especially Macau. Tables in Macau take in 7X those of Vegas. The best is LVS which will be opening first casino in Singapore. MGM and HET are also good but not as aggressive as LVS. WYNN has new casino in Macau and planning large expansion.

LIKES: ABB PG JNJ MGM LVS HET WYNN DVN QCOM Q WPP GHP JCP CSCO VLO

HATEs: BYD IBM JDSU WITS ZUMZ STZ HAWK PETM JNPR

-----------billyjoe

IIC
08-10-2006, 10:29 PM
XNL's response to Cuban:

http://biz.yahoo.com/bw/060810/20060810005648.html?.v=1 (http://biz.yahoo.com/bw/060810/20060810005648.html?.v=1)

billyjoe
08-11-2006, 08:42 AM
Doug,
That's a much better comeback than the typical outraged and disgusted, threatening to sue responses we're used to. Maybe these guys are legit. The questionable alliances of the companies' officers set off a red flag for me.

-------------billyjoe

billyjoe
08-11-2006, 08:38 PM
Cramer 8/11/06

Top retail stocks. These are the best of breed. Buy into weakness on pullbacks. These are stocks with proven consistency. Remember , never hold more than 20% of your portfolio in retail.

1.) BBY--unchallenged dominance in sales of wide screen tv. 840 stores in U.S. and China , geek squad , major ipod seller
2.) LOW--1170 stores in 48 states still have room to grow, greatest hardware store in the world
3.) COST--473 warehouses worldwide
4.) MW--803 retail stores very creative and innovative
5.) FD--Macy , May, Bloomingdales, Lord & Taylor 850 stores
6.) SHLD--3900 stores 3rd largest retailer
7.) JCP-- 1019 stores in 48 states great management and consistency
8.) CWTR--momentum play regional about to go national, 175 stores 22 outlets
9.) SBUX--7880 coffee shops, expanding to China , hope to have 20% of their business coming from China in 2 years
10.) CBH--350 branches only bank comparing same store sales

---------billyjoe

billyjoe
08-14-2006, 06:20 PM
Cramer 8/14/06

Outdated rerun

Stocklemon---nothing new

Sharesleuth---nothing new

---------billyjoe

billyjoe
08-16-2006, 05:58 PM
8/15/06 stocklemon

Stocklemon reports that HSOA filed S-3 registration to sell 5 million shares through insiders 2 hours before issuing a seemingly excellent quarterly report. Upon close reading it appears that HSOA has booked over 40 mil. of revenue for work not yet done from CHYS.OTCBB a company with a shady cast of CEO and other officers. HSOA's p/e has more than doubled in the last 2 years as has it's number of shares. Stocklemon believes HSOA formerly HOM is a house of cards ready to fall.

------------billyjoe

billyjoe
08-16-2006, 09:02 PM
Cramer 8/16/06

Fast food companies. BKC screwed up their IPO by missing the first quarter numbers after IPO. They are not innovative and are in a saturated market. WEN is better but ruined a potential winner that could have rivaled McDonalds Chipotle. MCD does 50% of their business outside the US with 5% growth internationally and actually does well when the dollar falls.

Monsanto MON is a misunderstood company hated by Wall Street. They bioengineer corn and soybean seeds so they are actually a biotech company. They will grow approx. 25.4% next year and corner the market in improving corn seed (ethanol) and more importantly soybean seed (biodeisel).

Hates : BKC WEN VG

Likes : MCD MON AMX ORCL NWS LOW

----------billyjoe

billyjoe
08-17-2006, 07:00 PM
Cramer 8/17/06

Worst CEO's Honorable Mention : DELL--Rollins , MMM--Geo. Buckley

Worst 5 CEO's. Firing or resignation of any of these 5 would lead stocks to a 5-10 point gain. Addition by subtraction.

1. MMC---Cherkasky
2. AVP---Andrea Jung
3. BOC---Ronald Zarella
4. HD----Bob Nardelli
5. BMY--Peter Dolan

Hates: AOC MMC MRH

Likes: HSY AIG MET

---------billyjoe

billyjoe
08-17-2006, 07:19 PM
Stocklemon 8/17/06

Interoil : IOC This may be more of an indictment of Raymond James than IOC.

IOC has recently lost it's CFO, has audit problems , and lost 15mil. last quarter. They are drilling 8 exploratory wells in New Guinea , the first 2 were dry. They are 296 mil in debt with 30% of that this year alone. Despite all this , Raymond James refuses to downgrade them from an outperform rating. Raymond James est. Q4 2004 --loss of .02 actual loss .12. 2005 est. +1.25, actual -.85. 2nd quarter 2006 est. .02 ,actual--loss of .60 still no downgrade.

-----------billyjoe

IIC
08-18-2006, 12:39 AM
Stocklemon 8/17/06

Interoil : IOC This may be more of an indictment of Raymond James than IOC.

IOC has recently lost it's CFO, has audit problems , and lost 15mil. last quarter. They are drilling 8 exploratory wells in New Guinea , the first 2 were dry. They are 296 mil in debt with 30% of that this year alone. Despite all this , Raymond James refuses to downgrade them from an outperform rating. Raymond James est. Q4 2004 --loss of .02 actual loss .12. 2005 est. +1.25, actual -.85. 2nd quarter 2006 est. .02 ,actual--loss of .60 still no downgrade.

-----------billyjoe


Geez...almost had a heart attack...Hope nobody gets that mixed up w/ ICOC

Rob
08-18-2006, 04:09 AM
Cramer 8/17/06 . . . Worst 5 CEO's. . . . 5. BMW--Peter DolanBillyjoe, I think you meant BMY, Bristol-Myers Squibb. I happen to know this because Bristol is ImClone's Erbitux marketing partner.

billyjoe
08-18-2006, 07:54 AM
Rob,
You are correct. It is BMY. You have an eagle eye and I can't even read my own notes.

-------------billyjoe

billyjoe
08-18-2006, 07:47 PM
Cramer 8/18/06 ---Rerun

Stocklemon and Sharesleuth nothing new

--------billyjoe

billyjoe
08-21-2006, 07:09 PM
Cramer 8/21/06

Shortages drive up earnings, especially when coupled with increasing demand. Shortage #1 -- oil rigs , dayrates are nearly tripled in some areas and almost nobody is making new rigs except NOV -- controls 50% of the market , are now selling what they call the "rapid rig" buy up especially under 65.00.
Shortage #2 --Lithium shortage for battery useage . Recent DELL /SONY recall creates instant need for 4mil lithium batteries . SQM controls the production
Shortage #3-- Nurses-- cannot produce them fast enough , go with AHS

HATES : WFR NFLX CBG UPS JOSB BCRX VG TLAB

LIKES: DVN HOG SPLS HAL AVY NBR SAY ERTS NOV SQM AHS

---------billyjoe

billyjoe
08-23-2006, 06:52 PM
Cramer 8/23/06

TWX-- currently stuck at 16 , Cramer doesn't think much of CEO Parsons , but says Parsons can make TWX a 26 dollar stock in the following way.
1. sell AOL maybe to MSFT --value $2 / share
2. sell filmed entertainment division-- value $3 / share
3. sell HBO to Viacom--value $4 / share
4. sell basic old time cable possibly to CBS -- value $6 / share
5. Keep premium cable division -- value $11 / share
6. turn magazine division including People into charitable trust, great PR

TWX is currently spinning it's wheels buying back stock with 20 bil. in borrowed $

CSCO---the ultra broadband play. Companies need CSCO's products to cash in on the triple play of cable/internet/phone. CSCO controls 50% of the cable modem termination system. Price is ready to go from 21 to 25

HATES: TWX JNPR VSE VIP ZUMZ INTC TGT

LIKES: NWS CSCO SIRI MET PDX CME

Stay tuned for new reports from Stocklemon and Sharesleuth

-------------billyjoe

IIC
08-23-2006, 08:07 PM
No recent reports from Stocklemon...so to make up for it I will pick a stock to pick on:

IIC's Loser's Watch List:

CHS...It's over...it's done...it's gonna tank


Actually it already has tanked...but it is gonna get worse.

Now, let's see if my indepth report has any influence on the stock price tomorrow???

billyjoe
08-23-2006, 08:59 PM
But Doug,
There is a new update from stocklemon on IOC dated 8/23/06. In three years they have not found a barrel of oil reserves in Papua New Guinea. They are hundreds of millions in debt with no product in sight.They are now trying to find natural gas. Perhaps the best source would be through their financier Carlo Civelli of Clarion Finanz AG. Here's part of his record of busted Canadian companies:
1. Arakis Energy--couldn't find oil in the Sudan
2. Pinewood Resources-- couldn't find oil in Ethiopia
3. Mamix Resources-- couldn't find oil in Myanmer (Burma)
4. Degratia Mining--infamous fake "gold mine" stock



Sharesleuth update on Xethanol -- 8/23/06 Xethanol CEO has been replaced by a former executive from United Energy UNRG--OTCBB headquartered in New Jersey. UNRG in 12 month period ending this March had revenue of .5 mil and net loss of 10.8 mil. Five former associates of United Energy now are major shareholders in Xethanol. Perhaps these great minds working together can solve the energy crisis.

------------billyjoe

IIC
08-23-2006, 10:58 PM
But Doug,
There is a new update from stocklemon on IOC dated 8/23/06. In three years they have not found a barrel of oil reserves in Papua New Guinea. They are hundreds of millions in debt with no product in sight.They are now trying to find natural gas. Perhaps the best source would be through their financier Carlo Civelli of Clarion Finanz AG. Here's part of his record of busted Canadian companies:
1. Arakis Energy--couldn't find oil in the Sudan
2. Pinewood Resources-- couldn't find oil in Ethiopia
3. Mamix Resources-- couldn't find oil in Myanmer (Burma)
4. Degratia Mining--infamous fake "gold mine" stock



Sharesleuth update on Xethanol -- 8/23/06 Xethanol CEO has been replaced by a former executive from United Energy UNRG--OTCBB headquartered in New Jersey. UNRG in 12 month period ending this March had revenue of .5 mil and net loss of 10.8 mil. Five former associates of United Energy now are major shareholders in Xethanol. Perhaps these great minds working together can solve the energy crisis.

------------billyjoe


Billy...I rely on you for those updates...I elected not to receive those email updates because I thought you'd be Mr. Timely on the reports...Guess I was wrong ;)

C'mon Billy...We count on you to be the 1st to report the dirt....But I'll tell ya one thing...Chicos doesn't know what women want to wear to impress guys like me anymore...Not that I'm really influenced by what women wear anyway....Just like when I BASHED TRUE RELIGION in January with this...."My wife's Badonkadonk looks just fine in her $25 Lee Jeans"

IIC
08-24-2006, 09:56 AM
CHS...down over 20% today...didn't know I had so much influence...LOL

billyjoe
08-24-2006, 06:02 PM
Update stocklemon 8/24/06

Medifast may be a legit company after all. They are executing their business plan. Are one of the rarest of companies that has gone from OTC to AMEX to NYSE. They have 27 consecutive quarters of growth. Revenue up 89% yr/yr. Income up 100% yr/yr. Guidance increase 4th consecutive quarter. Full year guidance up nearly 10% from previously announced. They are now targeting a younger age group of women 30-45 vs. previously 45-65. This will cost them about $25 more for each new customer but 15,000 physicians now are prescribing their diet plan . They plan on 25 weight loss centers to be opened by years end. Stock price has tumbled from 21 to 12 in last few months.

---------billyjoe

skiracer
08-24-2006, 06:33 PM
Update stocklemon 8/24/06

Medifast may be a legit company after all. They are executing their business plan. Are one of the rarest of companies that has gone from OTC to AMEX to NYSE. They have 27 consecutive quarters of growth. Revenue up 89% yr/yr. Income up 100% yr/yr. Guidance increase 4th consecutive quarter. Full year guidance up nearly 10% from previously announced. They are now targeting a younger age group of women 30-45 vs. previously 45-65. This will cost them about $25 more for each new customer but 15,000 physicians now are prescribing their diet plan . They plan on 25 weight loss centers to be opened by years end. Stock price has tumbled from 21 to 12 in last few months.

---------billyjoe

Someone should grab these guys off the street and have their way with them. First they knock the shit out of a good stock with their unfounded bullshit and then after the damage is done they recant what they've said and everything is supposed to be alright. They are a bigger scam than the stocks they badmouth. If you don't think they are profiting from these situations I've got a bridge you can buy.

IIC
08-24-2006, 06:39 PM
Someone should grab these guys off the street and have their way with them. First they knock the shit out of a good stock with their unfounded bullshit and then after the damage is done they recant what they've said and everything is supposed to be alright. They are a bigger scam than the stocks they badmouth. If you don't think they are profiting from these situations I've got a bridge you can buy.


How much do you want for the bridge?

peanuts
08-24-2006, 06:42 PM
No recent reports from Stocklemon...so to make up for it I will pick a stock to pick on:

IIC's Loser's Watch List:

CHS...It's over...it's done...it's gonna tank


Actually it already has tanked...but it is gonna get worse.

Now, let's see if my indepth report has any influence on the stock price tomorrow???

Doug,

You are $$$HUUUUUGE$$$

skiracer
08-24-2006, 07:28 PM
How much do you want for the bridge?

The bridge is in West Virginia an it's on one of those highways down there that doesn't go anywhere. It's real cheap.

IIC
08-24-2006, 08:14 PM
Doug,

You are $$$HUUUUUGE$$$

Thanks Peanuts...Now that I thoroughly destroyed CHS down 25.5% today after my scathing report last night...I'll have to find another HUGE loser this weekend...Doug(IIC)

peanuts
08-24-2006, 08:16 PM
Thanks Peanuts...Now that I thoroughly destroyed CHS down 25.5% today after my scathing report last night...I'll have to find another HUGE loser this weekend...Doug(IIC)

Don't pick on any of my stocks, tough guy!

or, at least tell me before you do ;)

billyjoe
08-24-2006, 08:31 PM
Cramer 8/24/06

Buy defensive stocks if you think the market is going to stay in the doldrums. These would include underexposed and unexploited products in drugstores and supermarkets. The best plays would be DA ( yogurt and avian water) and TR (tootsieroll) TR expects 8% growth followed by 9% for several future years. Drugstore products are led by CHTT (icy hot, goldbond, selsun blue) and MTXX (zicam). If you're a real market pessimist, PRGO with 1200 generic drug products may be the answer.

LIKES: DA TR CHTT MTXX BA ED HPQ YHOO GLW

HATES: HANS LU SLE REDF CWTR BMY

------------billyjoe

IIC
08-24-2006, 08:35 PM
Don't pick on any of my stocks, tough guy!

or, at least tell me before you do ;)

OK...I'll give you some inside info...Here are 2 that I'm considering for the next IIC's Loser's Watch List:

FINL and KBH

Shh...Don't tell anyone...Keep this just between you and me...I'd hate for anyone to get wind of the stocks I'm considering ahead of time for the Loser's List and try to take advantage of the info before I publically announce it

billyjoe
08-24-2006, 08:43 PM
Doug,
OK, I WON'T TELL ANYONE THAT IIC THINKS THAT FINL AND KBH ARE DEAD MEAT AND WILL TANK ANYTIME NOW. DON'T WORRY DOUG I KNOW HOW TO KEEP A SECRET AND WON"T MENTION .................................................. .................FINL AND KBH TO ANYONE

---------billyjoe





could doug actually have more pull in the market than stocklemon ? lets see what happens tomorrow

skiracer
08-24-2006, 09:12 PM
Thanks Peanuts...Now that I thoroughly destroyed CHS down 25.5% today after my scathing report last night...I'll have to find another HUGE loser this weekend...Doug(IIC)

Doug,
You should have played that one in the POTW. You have to have faith in your predictions.

IIC
08-24-2006, 11:24 PM
Doug,
You should have played that one in the POTW. You have to have faith in your predictions.


Well Ski...Chicos closed at 24.08 and then opened at 19.12 apparently due to my report...so in the contest I would've gotten 19.12 on a short...Still not too bad though considering it closed at 17.95 today...Guess the late-birds didn't see my report till today.

When posting my pix gains and losses I don't use the prior day's close like some National Publications do...If I pick 'em I use the next trading day's open...Not that you can necessarily even get the open...But I think it is a little more realistic.

Now that Billy opened his BIG mouth...Let's see how FINL and KBH fare tomorrow...You better hope that I never put HSOA on the list...LOL

Now...Who wants to come up with a good domain name for my new venture??? Post your suggestions here...If I pick your suggestion I will tell you how to get a FREE 2 week subscription to IBD.

Rob
08-25-2006, 08:11 AM
Now...Who wants to come up with a good domain name for my new venture??? Post your suggestions here...If I pick your suggestion I will tell you how to get a FREE 2 week subscription to IBD.Wow! What a terrific prize! Which "new venture" would you be referring to, Doug?

IIC
08-25-2006, 09:30 AM
Wow! What a terrific prize! Which "new venture" would you be referring to, Doug?



My Loser's List.

Looks like Billy and his big mouth is gonna crush FINL...dn 7% already

IIC
08-25-2006, 09:31 AM
And KBH is gonna gap dn too...Looks like I found my niche

IIC
08-25-2006, 09:41 AM
Something went wrong...FINL was down 7% per plan...but now it is up 3.5%

Rob
08-25-2006, 10:16 AM
My Loser's List.

Okay, how about any of these:

losers.com
loserlist.com
loserslist.com
myloserlist.com
myloserslist.com
dougsloserlist.com
dougsloserslist.com
crashandburn.com
goingdown.com
shortitnow.com
getoutnow.com
getoutwhileyoucan.com
sellingpressure.com
redcandles.com
redcandlesticks.com
stockstosell.com
sellthesestocks.com
stockstoshort.com

... or any of the above that might include hyphens or underscore marks in the name and/or which may include any of the available domain name extensions such as .net, .org, .info, .biz, etc.

p.s. I haven't checked any of the above, but some may be already registered.

billyjoe
08-25-2006, 10:32 AM
Doug,

dougssorryscumbagofshortablestocks.com I'm pretty sure no one has registered it. If I win I don't want IBD's free trial like they're sending me now---every other issue. For the amazingly low price of $489 for two years they'll send it to me every other day and maybe a big pile of papers once a month. Nothing like old financial news.

-------------billyjoe


Freudian slip , just realized it said "pig pile" instead of "big pile"

billyjoe
08-25-2006, 07:15 PM
Cramer 8/25/06


When listening to conference calls, make note of sales , gross margins , and profit. Compare these numbers to those predicted by reputable analysts. Doing as much homework as you can per stock will tell you if a drop in price is a buying or selling opportunity.

HATES : DKS MRH CBH

LIKES : MSFT

-----------billyjoe

billyjoe
08-27-2006, 11:53 AM
Sharesleuth : Tobin Smith in his Change Wave Newsletter has recommended buying XNL (Xethanol) and set a price target of 30. XNL is now at 4.95 after the sharesleuth expose citing irregularities in company operation. Smith believes XNL will make a huge comeback after it's drop from a 52 week high of 11.59.

-----------billyjoe

billyjoe
08-30-2006, 07:25 PM
Cramer 8/30/06


Morally incorrect investing in sin stocks : Alcohol , Tobacco , Firearms . Evil but good companies make you money regardless of the fed. It's almost impossible to create a portfolio of stocks that don't mess up the environment in some way. Be a true capitalist. You can't change big corporations , but you can make $$ from them.

Top Alcohol Stocks :
1. DEO---Johnny Walker , Cuervo , Guinness , Smirnoff 14 bil. global sales
2. STZ---largest wine company in the world
3. BUD---sells best during economic slowdowns 14 breweries 12 in US.
4. BF-B--Jack Daniels , Southern Comfort , 2.7 billion last year

Top Tobacco Stocks :
1. MO--Altria well run nice dividend , marlboro cigs., kraft foods
2. UST--snuff and chewing tobacco , less litigation , prime takeover target

Top Gun Stocks :
1. SWB--handguns , expanding to rifles , military and law enforcement
2. ATK--make bullets especially for military M-16 rifles

---------billyjoe

Websman
08-30-2006, 09:51 PM
Cramer 8/30/06


Morally incorrect investing in sin stocks : Alcohol , Tobacco , Firearms . Evil but good companies make you money regardless of the fed. It's almost impossible to create a portfolio of stocks that don't mess up the environment in some way. Be a true capitalist. You can't change big corporations , but you can make $$ from them.

Top Alcohol Stocks :
1. DEO---Johnny Walker , Cuervo , Guinness , Smirnoff 14 bil. global sales
2. STZ---largest wine company in the world
3. BUD---sells best during economic slowdowns 14 breweries 12 in US.
4. BF-B--Jack Daniels , Southern Comfort , 2.7 billion last year

Top Tobacco Stocks :
1. MO--Altria well run nice dividend , marlboro cigs., kraft foods
2. UST--snuff and chewing tobacco , less litigation , prime takeover target

Top Gun Stocks :
1. SWB--handguns , expanding to rifles , military and law enforcement
2. ATK--make bullets especially for military M-16 rifles

---------billyjoe

I see nothing evil about Alcohol, tobacco and guns. I don't smoke, but I love alcohol and guns.

IIC
08-31-2006, 03:25 AM
KBH and FINL will be toast...just watch

billyjoe
09-01-2006, 07:13 PM
Cramer 9/1/06

A rerun but what the heck. How to make money from the baby boomers as they approach retirement. Invest in best of breed travel , leisure , luxury stocks that are perceived to portray a high public image.

Hotels--Resorts---FS, four seasons headquarters in Canada operate worldwide
OEH-- super high end hotels worldwide
HOT-- good but a notch below the above companies

Gambling--LVS--Macau takes in 7X $$$ per table vs. Las Vegas
IGT--computerized gaming machines 70% of slot machine business
SGMS-- games

Steakhouses-- MRT RUTH

Cruise Lines---RCL

Credit Card---AXP still charges fee just to own

Bookstore--BKS 799 stores

These are mostly long term investments. Don'trun out and buy them unless they tank because of shot term fear of terrorists etc.

-------------billyjoe

billyjoe
09-07-2006, 07:17 PM
Cramer 9/7/06

Buy a cereal stock. K or GIS are both good in this market. Grain prices have little to do with cereal price per box. Only .33 per box is grain cost. That's about 11%. Brand loyalty makes people pay 50% more than generic for essentially the same product.

Likes: BUD K GIS CROX TRAX EGY INTC AIG GME

Hates: SLW S SNE NTO POT VLO

Cramer admits making big mistake on VLO and F. On VLO the company blew away earnings estimates and hardly moved. Has since gone down 15. On F earnings were bad and stock didn't tank.

------------billyjoe

billyjoe
09-11-2006, 07:05 PM
Cramer 9/11/06

People have been avoiding big drug stocks , but in reality they are outperforming cyclicals as funds are quietly moving out of oil and manufacturing into big pharma.

Past earnings analyzation aren't of great importance with these stocks, what's in the pipeline is the important thing. Look for great current drugs or blockbuster new developments and good patent protection. The best are :

SGP--excellent cholesterol and rheumatoid arthritis drugs

LLY-- tops in diabetes and anti-depression drugs

WYE--women's drugs , arthritis and athsma drugs

------------billyjoe

IIC
09-11-2006, 08:10 PM
KBH and FINL will be toast...just watch


This is taking longer than I thought...but give them some time.

FINL reports on 9/21...I'm looking at a poor report and poor short term guidance with some BS about how they intend to turn things around next year.

KBH...Estimates just keep getting lowered

IIC
09-12-2006, 10:48 PM
Billy...you are slippin'...IIG is Stocklemons latest:

http://www.stocklemon.com/

billyjoe
09-13-2006, 08:22 AM
Billy...you are slippin'...IIG is Stocklemons latest:

http://www.stocklemon.com/


Geez Doug,
The one day I don't check them out. This is a classic report. Stocklemon is one dude (or company) you don't want to get on the sh#* list of. IIG is burning toast as this is being written. The largest stockholder of IIG is quoted " I have never seen a fraud discovered in advance" and stocklemon tells him to read their site. I'm not going to copy their report but will put some quotes at the bottom of this thread for a few days.

-------------billyjoe



You might be a fraud if you do business in every state but the one you're in for fear of meeting your customers : stocklemon

billyjoe
09-13-2006, 06:55 PM
Cramer 9/13/06

Use KKD as an example for bad things to look for in a stock. Cramer says buying KKD now is worse than buying a lottery ticket. Here's some highlights.

1. so messed up they can't file financial statements
2. CFO COO both quit within 9 months of each other
3. accounting irregularities going way back
4. terrible trajectory of chart
5. a momentum stock that has lost it, never coming back

LIKES: LVLT NBR NOV WHR IGT AMGN PCAR WPS

HATES: JDSU KKD HANS DRC LF TNB SNE

-----------billyjoe




You might be a fraud if you give yourself phony awards to show credibility :
Stocklemon

billyjoe
09-14-2006, 08:07 PM
Cramer 9/14/06

LIKES: LM GLW LOGI HAR TUNE MSFT COST YUM WFC ELOS SJM SWY HPQ GRMN

HATES: TXN EBAY WFMI SMDI GPS HANS GS


Stocklemon 9/14/06 more on IIG

Stocklemon wants to expose IIG as not a best of breed software company as they claim but a "business opportunity seller". You can't buy their software from company headquarters or from their website, but only when attending seminars. An invitation to a seminar obtained by stocklemon never mentions the name of the company or their product but contains the following words : Free--26 times , Income,Wealth, Make Money,Cold Hard Cash--15 times , Profit--8 times , Tycoon--3 times.

If IIG is a "business opportunity" and not a software company they are required by the FTC and the Utah Attorney General to disclose the % of business success achieved by their attendees to potential customers before they pay for seminars. IIG trades on the AMEX closing today @13.42

----------billyjoe



You might be a fraud if your CEO formerly peddled secret hair, psychic friends , and ciggarrest : stocklemon

IIC
09-15-2006, 12:05 AM
Thank Goodness we have StockLemon to keep us out of trouble!!!

peanuts
09-15-2006, 05:56 PM
billyjoe,

I found this while flying at mach 10 through cyberspace:

http://maddmoney.blogspot.com/

Keep this thread going! I read it all the time :cramersmiley:

billyjoe
09-18-2006, 07:10 PM
Cramer 9/18/06

Finding a decent spinoff with good fundies that can attract takeover bids. FSL was spun off by MOT and was not liked by the market. Recently, chips are getting back into favor and FSL was bid up 30% by private equity group. Two others that actually are better than FSL with more cash are ATHR and BRCM. Ugly duckling spinoffs that look promising are VRGY and NVL. New IPO's usually are required a 2 year period before being acquired. NVL could be taken over in 3 months, VRGY perhaps 18 months, but both should appreciate in value even if they remain independent.

LIKES: ATHR BRCM ACV BOOM BBY F HITT ANF

HATES: FDC TLAB SMSI NVEC NOK RSH

--------billyjoe

billyjoe
09-20-2006, 07:36 PM
Cramer 9/20/06


Live from Boston College Mad Money 101

Special guest Tim Russert . Cramer says stocks will drop if Dems win 15-20 congressional seats . That is all.

LIKES: GOOG GS SHLD XRAY WFC JEF ERTS CTX GME THQI GLW

HATES: RAIL

-------billyjoe

billyjoe
09-20-2006, 07:55 PM
Since there's so little information today I thought you might be interested in Cramer's best 10 and worst 10 picks since August 2005. Data from mad money website: booyahboyaudit.com

BEST----------------------------WORST

HANS +193.19%---------------AVL -100%
ZOLT +176.69-----------------NBIX -82.77
RDY +134.53-----------------CPST -74.86
FMD +120.78-----------------GEMS -58.86
REDF +106.63-----------------DPWV -57.46
WFR + 94.15------------------BMD -56.81
ATI + 93.49------------------AVNR -54.99
ELP + 91.07------------------XMSR -53.52
GOL + 79.29-----------------NTMD -52.68
FORM + 76.60------------------CHS -52.63

----------billyjoe

IIC
09-20-2006, 08:16 PM
Since there's so little information today I thought you might be interested in Cramer's best 10 and worst 10 picks since August 2005. Data from mad money website: booyahboyaudit.com

BEST----------------------------WORST

HANS +193.19%---------------AVL -100%
ZOLT +176.69-----------------NBIX -82.77
RDY +134.53-----------------CPST -74.86
FMD +120.78-----------------GEMS -58.86
REDF +106.63-----------------DPWV -57.46
WFR + 94.15------------------BMD -56.81
ATI + 93.49------------------AVNR -54.99
ELP + 91.07------------------XMSR -53.52
GOL + 79.29-----------------NTMD -52.68
FORM + 76.60------------------CHS -52.63

----------billyjoe

Aviall (AVL) was not down 100%...They were bot out by Boeing...IIC

billyjoe
09-20-2006, 09:16 PM
Doug,
I figured you'd catch that. The booyahboyaudit website has it listed at #492 with a 100% loss ,but also says they were bought out by BA @48.00 which would be a gain of 45.72%.

-------------billyjoe

IIC
09-20-2006, 10:56 PM
Doug,
I figured you'd catch that. The booyahboyaudit website has it listed at #492 with a 100% loss ,but also says they were bought out by BA @48.00 which would be a gain of 45.72%.

-------------billyjoe

The first thing that caught my eye was -100%...Sounded like a KMart screw over...But then I remembered the Aviall deal...I used to do a lot of biz w/ them in the 80's and I remembered seeing the headline a month or two ago...Doug

billyjoe
09-21-2006, 11:51 AM
According to SEC filings , Cramer has sold $1,100,000 of stock in TSCM (thestreet.com) but still holds 2 million shares valued at 22 million.

----------billyjoe

IIC
09-21-2006, 02:27 PM
According to SEC filings , Cramer has sold $1,100,000 of stock in TSCM (thestreet.com) but still holds 2 million shares valued at 22 million.

----------billyjoe

Some of these are automatic sales...here is the latest one I see...same day:

15-Sep-06

CRAMER, JAMES J. (http://biz.yahoo.com/t/23/246.html)
Director
22,500 Direct Option Exercise at $2.93 - $4.06 per share. N/A

15-Sep-06

CRAMER, JAMES J. (http://biz.yahoo.com/t/23/246.html)
Director
22,500 Direct Automatic Sale at $11.04 per share. $248,399

billyjoe
09-22-2006, 06:58 PM
Cramer 9/22/06

Ethanol stocks are not sick , but dead !!

LCD is in demand as plasma screens are on the way out. AUO and GLW are the best plays here.

Next week is Mark Up week as mutual fund managers want to show customers the good stocks they are holding. They will be loading up on performers whether or not they've been holding in the past. It looks good on paper and brings in more commissions. Cramer recommends buying these Monday and selling by Thursday morning at the latest.

Top 3 Retail--- RSH TSX CHRS

Top 3 Tech----NVDA ERTS AAPL

Top 3 Finance--TROW BEN MS

LIKES : AUO GLW BEAV BA HPQ JCG GS DGX
HATES: QCOM VSE AVR PIR PKTR NDSN JDSU

-----------billyjoe

IIC
09-22-2006, 10:37 PM
Billy...I hit the road today after I bailed on my short termers...So I got to listen to Cramer on the radio...He loves BMY...thinks it's a buyout candidate...Doug(IIC)

PS...Was that a rerun???

billyjoe
09-23-2006, 08:26 AM
Doug,
I haven't noticed Cramer mention BMY for several days. I only watch him on TV. I wonder if the radio shows are different.

--------------billyjoe

IIC
09-23-2006, 11:20 AM
Doug,
I haven't noticed Cramer mention BMY for several days. I only watch him on TV. I wonder if the radio shows are different.

--------------billyjoe

Yes they are as far as I know. I really can't take the TV show for more than 10 mins...My cheeks start to hurt after that long.

He talked about BMY yesterday on the radio. I'm pretty sure his radio show is delayed about 2 hrs on the West Coast because I remember listening one day and he was talking about the price of oil on a day it was really moving...His price seemed to be about 2 hrs behind...Doug(IIC)

billyjoe
09-25-2006, 08:14 PM
Cramer 9/25/06

Lessons to be learned from collapse of the Amaranth Hedge Fund. Amaranth lost 6 billion in 2 days mostly due to drop in natural gas prices.

1. If you are having wild swings in portfolio value month to month or quarter to quarter, something is out of whack
2. These guys took on too much margin debt. some reports say 9-1 ratio
3. They thought they knew more than the market and could corner the mkt. on natl. gas
4. They didn't diversify, were way overloaded in energy
5. Money manager was very young without a proven track record
6. They didn't think their "professionals" could be wrong
7. The individual can outperform the "professional"
8. Don't bet on something unpredictable such as the weather
9. Do your homework or you are gambling , not investing
10.Never fall in love with a stock take some profits off the table
11.A good money manager can make $$ in both good and bad markets

LIKES: TWX JNJ CROX AUO GLW AAPL LVLT VZ MOT

HATES : ZMH OS IKAN PFE SNDK PTEN MDTL

-------billyjoe

billyjoe
09-26-2006, 07:06 PM
Cramer 9/26/06

Broad based rally not fueled by commodities as was the case in May. Looks like stocks are ready to roll.

LIKES : WAG JNJ AKAM AAPL MO HAL LNC HOG USG WLT SONC GD LTD TGX ADP AUY

HATES: BRL ESLR TIBX

Introducing a new feature I call "Cramer goes Ape Sh#* over this long "
----DIVX
-------------billyjoe

billyjoe
09-26-2006, 09:04 PM
Cramer 9/22/06

Ethanol stocks are not sick , but dead !!

LCD is in demand as plasma screens are on the way out. AUO and GLW are the best plays here.

Next week is Mark Up week as mutual fund managers want to show customers the good stocks they are holding. They will be loading up on performers whether or not they've been holding in the past. It looks good on paper and brings in more commissions. Cramer recommends buying these Monday and selling by Thursday morning at the latest.

Top 3 Retail--- RSH TSX CHRS

Top 3 Tech----NVDA ERTS AAPL

Top 3 Finance--TROW BEN MS

LIKES : AUO GLW BEAV BA HPQ JCG GS DGX
HATES: QCOM VSE AVR PIR PKTR NDSN JDSU

-----------billyjoe
Update,
So far Cramer's 9 picks aren't doing very well considering the last 2 days of market gains. We'll give him until tomorrow's close to prove himself.

RSH--+.33%
TJX---+1%
CHRS--- -1.5%
NVDA-- -.01%
ERTS--- -.9%
AAPL--- +5%
TROW-- +.3%
BEN---- unch
MS---+ 1%---------------- Average return---+.56%

-----------billyjoe

IIC
09-26-2006, 10:33 PM
Cramer 9/26/06

Broad based rally not fueled by commodities as was the case in May. Looks like stocks are ready to roll.

LIKES : WAG JNJ AKAM AAPL MO HAL LNC HOG USG WLT SONC GD LTD TGX ADP AUY

HATES: BRL ESLR TIBX

Introducing a new feature I call "Cramer goes Ape Sh#* over this long "
----DIVX
-------------billyjoe


Ya know...I'm getting tired of Cramer and his buddies over at RealMoney and The Street stealing my pix...Look at the POTW...What did I originally pick???...DIVX...Those guys are SHARKS...LOL (Get it it Dave?)...But at least I taught them how to spell INTERNET...Just here to help....Not that too many here will know what I'm talking about

billyjoe
09-27-2006, 05:42 PM
Stocklemon Update 9/27/06 HSOA

It doesn't look good for HSOA as their 167 million guidance figure seems to be 160 million short with no signs of a hurricane or the rest of the funds on the horizon. Stocklemon believes that HSOA will collapse ala ZZZ best carpet if they don't come up with 80 million before Jan.1st. They also have doubts about the reported 45% profit margins from repair and replacing damaged drywall.


Update on Cramer's 9 stocks to buy that the mutual funds will be pouring into this week :
RSH +.57%
TJX +.18
CHRS -2.79
NVDA -.40
ERTS -1.84
AAPL +3.52
TROW +1.09
BEN -.1
MS-------- Cramer said to sell them by Thursday's open. Total return is .03% , a failed experiment in my view. Ironically CHRS , the biggest loser was the one pick Cramer emphasized should be bought.

-------------billyjoe

IIC
09-27-2006, 06:12 PM
Stocklemon Update 9/27/06 HSOA

It doesn't look good for HSOA as their 167 million guidance figure seems to be 160 million short with no signs of a hurricane or the rest of the funds on the horizon. Stocklemon believes that HSOA will collapse ala ZZZ best carpet if they don't come up with 80 million before Jan.1st. They also have doubts about the reported 45% profit margins from repair and replacing damaged drywall.


Update on Cramer's 9 stocks to buy that the mutual funds will be pouring into this week :
RSH +.57%
TJX +.18
CHRS -2.79
NVDA -.40
ERTS -1.84
AAPL +3.52
TROW +1.09
BEN -.1
MS-------- Cramer said to sell them by Thursday's open. Total return is .03% , a failed experiment in my view. Ironically CHRS , the biggest loser was the one pick Cramer emphasized should be bought.

-------------billyjoe

Everyone is stealing my ideas...Who the heck was the one who compared HSOA to zzzzzBest in the first place?????????...Do a search on Minkow by IIC

IIC
09-27-2006, 06:15 PM
Billy...you can get Cramer's radio pix here everyday:

http://knx1070.com/pages/72398.php?contentType=4&contentId=192620

skiracer
09-27-2006, 06:21 PM
It doesn't look good for HSOA as their 167 million guidance figure seems to be 160 million short with no signs of a hurricane or the rest of the funds on the horizon. Stocklemon believes that HSOA will collapse ala ZZZ best carpet if they don't come up with 80 million before Jan.1st. They also have doubts about the reported 45% profit margins from repair and replacing damaged drywall.


But yet still nothing factual. Just inuendos and their general rumor
BS.

IIC
09-27-2006, 06:36 PM
It doesn't look good for HSOA as their 167 million guidance figure seems to be 160 million short with no signs of a hurricane or the rest of the funds on the horizon. Stocklemon believes that HSOA will collapse ala ZZZ best carpet if they don't come up with 80 million before Jan.1st. They also have doubts about the reported 45% profit margins from repair and replacing damaged drywall.


But yet still nothing factual. Just inuendos and their general rumor
BS.

What's the saying??? "Bad things come to those who wait"???

billyjoe
09-27-2006, 07:04 PM
Cramer 9/27/06

Cramer admits big mistake in telling callers to sell NYX Aug.10th. It is up 15 points since then. He now says it's a buy.

LIKES: NYX THQI SHLD JCP USG MCO LVLT

HATES: MTU HANS PD JOSB JDSU JBL CCOI

---------billyjoe

IIC
09-27-2006, 07:11 PM
Cramer 9/27/06

Cramer admits big mistake in telling callers to sell NYX Aug.10th. It is up 15 points since then. He now says it's a buy.

LIKES: NYX THQI SHLD JCP USG MCO LVLT

HATES: MTU HANS PD JOSB JDSU JBL CCOI

---------billyjoe

LVLT...that's the one my wife made me buy because she heard it on Cramer's radio show...it does look tempting.

IIC
09-27-2006, 07:21 PM
LVLT...that's the one my wife made me buy because she heard it on Cramer's radio show...it does look tempting.

Just checked the site I posted...Cramer mentioned LVLT on the radio on 9/14

billyjoe
09-27-2006, 07:22 PM
LVLT...that's the one my wife made me buy because she heard it on Cramer's radio show...it does look tempting.



Cramer loves it. I think it'll go in the "Cramer Goes Ape Sh#* Over This Long"

portfolio. He calls it a double within 18 months.

--------billyjoe

billyjoe
09-28-2006, 04:22 PM
Doug,
Do you know anything about this site? I'd like to know their connection to stocklemon. Seems odd they would print article almost word for word.

http://seekingalpha.com/article/17619

------------billyjoe

billyjoe
09-29-2006, 05:58 PM
Just checked the site I posted...Cramer mentioned LVLT on the radio on 9/14


Doug,
Cramer first recommended LVLT @5.60 on Mar.29th . It dropped as low as 3.73 on Aug.11th and closed today at 5.39. Maybe it will take off.

----------billyjoe

IIC
09-29-2006, 07:06 PM
Doug,
Do you know anything about this site? I'd like to know their connection to stocklemon. Seems odd they would print article almost word for word.

http://seekingalpha.com/article/17619

------------billyjoe


Seeking Alpha is basically a blog. They invite others to submit articles. Many submitters have their own sites or blogs. It is mostly opinion type stuff.

Andy submitted the article for Stocklemon...whether they have any connection besides allowing Andy to submit articles...I don't know...Doug(IIC)

IIC
09-29-2006, 07:25 PM
Doug,
Cramer first recommended LVLT @5.60 on Mar.29th . It dropped as low as 3.73 on Aug.11th and closed today at 5.39. Maybe it will take off.

----------billyjoe

That wasn't a bad call on Cramer's part on March 29th...But when it hit 6 on May 1st it started to roll over like most stocks for a couple months...Although Dooms Day for the Naz IMO was May 11th after 2 down days and then it crashed down thru strong support of 2313.

Now, Cramer and I are hoping for an All Time High on LVLT...132.25 back in March '00...LOL...Heck, I'll take 6 right now

billyjoe
09-29-2006, 07:34 PM
Cramer 9/29/06

Cramer's Back to School Tour, From Georgetown

5 Good Dow Stocks

MO- Kraft Foods(owns 88%) , Phillip Morris Cig. if they break the company up , components worth $90- $100

MCD--31,000 stores in 100 countries , plenty of $$$ on hand

BA--customers are 145 diff. countries, major competitor, airbus, is having problems producing planes

AIG--raised rates , no hurricanes, in 130 countries , making mega $$$

HPQ--170 countries, ranked 11th on Fortune 500

5 best defense stocks

LMT--80% of business is with U.S. govt.
GD--submarines, other military vehicles
RTN--king of radar and guided missles
LLL--secure data, communication systems, border fenses
CAI--intelligence work in Iraq, huge backlog of orders

LIKES: JNJ GM AMD GLW DHR BP MSFT

HATES: PFE NBR VLO

----------billyjoe

billyjoe
10-02-2006, 07:24 PM
Cramer 10/02/06 Rerun

Cramer relived his greatest mistakes such as losing 17 million in Cendant (CD) while on vacation. Things to avoid :

Sell immediately when accounting irregularities are announced. It won't get better even if you love the stock.

Never buy anticipating great earnings.

Don't buy if your stock is affected by anticipated good or bad weather.

Be wary of statements from CEO's and company officials especially close to earnings announcements.

Don't buy Cramer's picks without doing your own research.

Before listening to conference calls, get all the information you can about expected sales, gross margins, profits. See how they compare to actual figures.

Nothing new from stocklemon and sharesleuth.

-----------billyjoe

billyjoe
10-03-2006, 07:02 PM
Cramer 10/03/06

3 featured stocks today :

1. ARNA--takeover target , great weightloss drug (lorcaserin)in the pipeline

2. ARRS--actually worst of breed in a great sector, broadband access equipment manufacturer for triple play of TV/Internet/Phone

3. MGM-- better than HET (Harrahs) might be a takeover target, downside was just cut in half, will be bought up fast if it gets cheap

LIKES: ARNA AMGN DNA ARRS CSCO MOT SFD AUO GTRW GLW MSFT GOOG ERTS WMI MCD

HATES: VLO VG TLAB MWA ALJ TTWO DE CBR ACLS

----------billyjoe

IIC
10-03-2006, 07:39 PM
I heard a little of his radio show...He LOVES GM

IIC
10-03-2006, 08:24 PM
I heard a little of his radio show...He LOVES GM


He also likes SGP...says it is a fundamentally sound co. ripe for a takeover

New-born baby
10-03-2006, 10:32 PM
I heard a little of his radio show...He LOVES GM

Do you remember any reasons for this love?

IIC
10-03-2006, 11:22 PM
Do you remember any reasons for this love?

He thinks they are turning it around...Personally, I don't agree...But I don't have a whole lot of listeners on my radio show ;)...He even said he likes F...He claimed that he called GM in the 18's...I don't know???...But I do know I'm not gonna be in it unless it is a quickie DT....He was saying that the Mgmt is great and people will realize what a great deal it is when it hits 40...Actually, I think Cramer is a GREAT Entertainer...But that's about it...Doug(IIC)

billyjoe
10-04-2006, 07:25 PM
Cramer 10/04/06

4 Stocks paying 4% div. with great upside potential:

1. TUP--boring stock 4.5% div. big natl. gas user , should beat estimates

2. WM--big stock buyback program, acquisition target , 4.8% div.

3. ALSK-- supplies 75% of Alaska , great growth record, 6.5% div.

4. T--4% div. big merger within a year

LIKES: HUM AMTD RAD ILSE UAG SHLD JNJ

HATES: AUY GC ODFL ENER TYCO SWKS JCOM JDSU BRCM


Stocklemon update : beware of mailings for BZCN.pk this is an exact duplicate for another failed auction company, brainchild of Delmar Janovec who has run at least 3 similar sham companies from Las Vegas . A third party has spent 1 million promoting this company that has $400 in the bank and 81 million outstanding shares. Closed down 52.26% today @1.16.
Stocklemon has forwarded their report to the Las Vegas FBI office.

------------billyjoe

billyjoe
10-05-2006, 07:09 PM
Cramer 10/05/06

Altria (MO) was crushed by an errant judge's ruling saying they owe 200 mill. in damages. This should be reversed later this year resulting in a split of MO into North American tobacco , World tobacco , and Kraft Foods. These will be worth equivalent of $100.

Get out of semiconductors. Meltdown is on the way although a couple may post record earnings before the bad news dominates.


LIKES: SBUX MO BAC BBY YUM MSFT ORCL CA CSCO ERTS GRMN GLW AUO

HATES: GPS HLX NKTR TOL RHAT JOE TXW ADI BRCM DGX FSL

---------billyjoe

billyjoe
10-06-2006, 08:37 PM
Cramer 10/06/06

#1 speculative stock is SNMX. Never speculate with more than 20% of your $$. SNMX is a small biotech that has invented a product that tricks the taste buds into thinking less is more such as : a little salt tastes like a lot of salt, a little sugar tastes like a lot of sugar etc. They have deals in place with coke, kool aid, campbells soup that pay a royalty for each item sold with their chemical inside. This could ad up to a fortune in years to come. Cramer suggests buying slowly into this one.

Cramer made his fortune buying MRK just as statins were being released. It's become a 32 billion dollar business that was totally underestimated by analysts. DNA has a cancer killing drug that seems to have multiple uses. Avastin could be as big or bigger than statins.

Game plan for next week. Before earnings buy INFY MON COST and GCI.

If GOOG buys Youtube shortly it will hit $500 before year's end.

LIKES: ALNY NFLD BS DNA C MTN BA KBH HOG INFY T

HATES: SWHC WTR LU TSCO KLAC DELL SWFT

---------billyjoe

IIC
10-06-2006, 10:44 PM
Cramer 10/06/06

#1 speculative stock is SNMX. Never speculate with more than 20% of your $$. SNMX is a small biotech that has invented a product that tricks the taste buds into thinking less is more such as : a little salt tastes like a lot of salt, a little sugar tastes like a lot of sugar etc. They have deals in place with coke, kool aid, campbells soup that pay a royalty for each item sold with their chemical inside. This could ad up to a fortune in years to come. Cramer suggests buying slowly into this one.

Cramer made his fortune buying MRK just as statins were being released. It's become a 32 billion dollar business that was totally underestimated by analysts. DNA has a cancer killing drug that seems to have multiple uses. Avestin could be as big or bigger than statins.

Game plan for next week. Before earnings buy INFY MON COST and GCI.

If GOOG buys Youtube shortly it will hit $500 before year's end.

LIKES: ALNY NFLD BS DNA C MTN BA KBH HOG INFY T

HATES: SWHC WTR LU TSCO KLAC DELL SWFT

---------billyjoe

He hates SWHC and Cabot loves it...Go figure????

But I'll let you in on a little secret...SWHC became #1 on the IIC 100 on 9/11/06...But it will not be # 1 this coming Monday 10/9/06...Also, my wife tells me that Cramer likes ABB...which coincidentally came on to the IIC 100 on 9/11/06...Are these guys stealing my stuff???

AaronR
10-06-2006, 11:48 PM
Cramer isn't any worse than any other financial entertainer. He bears an uncanny resemblence to the flutist/lead singer of Jethro Tull (less so now that he has lost weight). You know how that song goes: "it was a bungle in the jungle."

billyjoe
10-09-2006, 08:13 PM
Cramer 10/09/06


LIKES: GES BA GD GOOG S CVS GIGM AUY EEP ORCL TWX ISCA SBUX NITE LEA ALV

HATES: AH SFLY BRCM VPHM WFR RIG UPS OVEN SUP

Says buy SAI IPO sometime this week if you can get in @20-22

---------billyjoe

IIC
10-09-2006, 08:24 PM
Cramer 10/09/06


LIKES: GES BA GD GOOG S CVS GIGM AUY EEP ORCL TWX ISCA SBUX NITE LEA ALV

HATES: AH SFLY BRCM VPHM WFR RIG UPS OVEN SUP

Says buy SAI IPO sometime this week if you can get in @20-22

---------billyjoe


WHAT!?!?...I sell GIGM last week and now he pumps it...He pumps LVLT and I buy it...Now he doesn't even talk about it...I'm up 1 cent on LVLT as I held thru the recent drop...IIC

billyjoe
10-10-2006, 08:58 PM
Cramer 10/10/06

Time to move out of the staples (cereal , food) and into financials , tech , cyclicals.

LIKES: CAT SHLD ASD AIG R HPQ CAL LEN UAUA USG CAB SWHC DRIV

HATES: WMT TASR RDC SIRI BID QSII HLF

----------billyjoe

IIC
10-10-2006, 10:05 PM
Cramer 10/10/06

Time to move out of the staples (cereal , food) and into financials , tech , cyclicals.

LIKES: CAT SHLD ASD AIG R HPQ CAL LEN UAUA USG CAB SWHC DRIV

HATES: WMT TASR RDC SIRI BID QSII HLF

----------billyjoe

WAIT A MINUTE!!!...How is SWHC a Financial, Tech or Cyclical stock???...Seems like it is more akin to the CEREAL group...Remember when you used to get a straw at the breakfast table...Get a few Rice Krispies in your mouth and shoot them thru the straw at your little sister???...Maybe Jim didn't have a little sister???

billyjoe
10-11-2006, 07:15 PM
Cramer 10/11/06

Successful spinoffs usually involve dis-similar companies such as Sara Lee and Hanes as opposed to similar company spinoffs GM and Delphi.

LIKES: HBI UARM PNRA YUM SBUX LOW LRCX YHOO DNA BA LEN

HATES : JOSB PBG AMTD SYX DO JLG RNVS ADS ML


Stocklemon Update Interoil AMEX: IOC has no CFO, no oil, restated financials, no pipeline deal, auditor concerns, huge writedowns looming. Despite all this, Raymond James analyst still likes it. Says they've hit gas, not oil, but you can't get natural gas out of the middle of nowhere in Papua New Guinea. IOC closing price today 17.41.

-----------billyjoe

IIC
10-12-2006, 09:56 AM
My Crystal Ball says that SYX will be featured at http://Stocklemon.com

IIC
10-12-2006, 10:26 AM
My Crystal Ball says that SYX will be featured at http://Stocklemon.com



Told 'ya...there it is...the crystal ball is rarely wrong...lol

Of course it sorta helped that I had already read an advance copy of the article...IIC

IIC
10-12-2006, 01:50 PM
Told 'ya...there it is...the crystal ball is rarely wrong...lol

Of course it sorta helped that I had already read an advance copy of the article...IIC

Just to set the record straight...A few people mentioned elsewhere that I might be the Stocklemon guy or affiliated with them...Well, I'm not...IIC

billyjoe
10-12-2006, 02:02 PM
Just to set the record straight...A few people mentioned elsewhere that I might be the Stocklemon guy or affiliated with them...Well, I'm not...IIC


I hold in my hand a photograph of Andrew(Andy) Left and someone who looks a lot like you. Do you deny knowing Andy Left ? Also, coincidentally, who is posting on page 1 of the seekingalpha website today right under the SYX story? None other than Bambi Francisco. Just a happenstance ?

------------billyjoe

peanuts
10-12-2006, 02:09 PM
I hold in my hand a photograph of Andrew(Andy) Left and someone who looks a lot like you. Do you deny knowing Andy Left ? Also, coincidentally, who is posting on page 1 of the seekingalpha website today right under the SYX story? None other than Bambi Francisco. Just a happenstance ?

------------billyjoe

I'd love to know what you are talking about

IIC
10-12-2006, 02:58 PM
I hold in my hand a photograph of Andrew(Andy) Left and someone who looks a lot like you. Do you deny knowing Andy Left ? Also, coincidentally, who is posting on page 1 of the seekingalpha website today right under the SYX story? None other than Bambi Francisco. Just a happenstance ?

------------billyjoe

Sure thing "Sherlock"...You shoulda been a detective...IIC

billyjoe
10-12-2006, 06:56 PM
Cramer 10/12/06

Bull market is in tech, casual dining , retail. Money is flowing into these from oil and staples. Buy the obvious in each group not the obscure. Tech does well every 4th quarter.

LIKES: ORCL GOOG ADBE QCOM CSCO AAPL MOT MSFT AMD SONC COST HET COF PD INFY AMAT RVSN TGT LOW SHLD SBUX

HATES: PRFT MHGC ACOR YHOO EBAY CHK LM GCI NRPH ANF

----------billyjoe

IIC
10-13-2006, 11:40 AM
The Mad Man Of Wall Street:

http://money.aol.com/thestreet/investing/cramers-25-tips

billyjoe
10-13-2006, 09:14 PM
No report on today's show. Watched baseball game instead.
GO TIGERS !

But, looking back on Cramer's game plan for this week, here's what happened.
Cramer 10/06/06 "Next week buy the following stocks before earnings. I think they'll all beat estimates. INFY MON COST GCI " Here's the results :

Stock----10/9/06----10/13/06----- Earnings Result

INFY------48.26-------52.03--------beat estimates by 11%
MON------47.50-------45.90--------missed estimates by 22%
COST-----49.64-------53.20--------beat estimates by 3%
GCI-------56.74-------57.07--------matched analysts estimates

--------billyjoe

billyjoe
10-18-2006, 07:34 PM
Cramer 10/18/06

Cramer really likes PCU. He says they've kicked the commies out of Peru and arrested the one's they could catch, made a deal with the copper workers, and continue to get it out of the ground very cheaply. I just used aluminum to put my electric lines underground since the copper wire alone would have cost $1500. PCU gets it for about .17 lb. sells it for 3.50. Cramer doesn't see a big dip in copper prices since demand continues.

LIKES: RATE IACI PCU PAAS DIS CBS WEN VAR BEC CTSH JCP T

HATES: JDSUD XMSR ROCK JEC UPS

Stocklemon : update on HSOA.. everything getting worse , unaudited financials, paid too much for a bad company that isn't making money (Fireline) creditors knocking on the doors, house of cards collapsing.

-----------billyjoe

IIC
10-18-2006, 07:55 PM
Cramer 10/18/06

Cramer really likes PCU. He says they've kicked the commies out of Peru and arrested the one's they could catch, made a deal with the copper workers, and continue to get it out of the ground very cheaply. I just used aluminum to put my electric lines underground since the copper wire alone would have cost $1500. PCU gets it for about .17 lb. sells it for 3.50. Cramer doesn't see a big dip in copper prices since demand continues.

LIKES: RATE IACI PCU PAAS DIS CBS WEN VAR BEC CTSH JCP T

HATES: JDSUD XMSR ROCK JEC UPS

Stocklemon : update on HSOA.. everything getting worse , unaudited financials, paid too much for a bad company that isn't making money (Fireline) creditors knocking on the doors, house of cards collapsing.

-----------billyjoe


Like I said...One day we will wake up and find HSOA halted...I'll bet Ski's life on it...IIC

billyjoe
10-19-2006, 07:27 PM
Cramer 10/19/06

Cramer likes GOOG so much he wants to marry it. Wrote GOOG on his head and wore a wedding veil. Sees it at 550 now.

When listening to conference calls , notice if CFO's are prepared and answer questions quickly and appear to know their material. See how well they respond to bearish questions. Best possible case is when earnings estimates are exceeded and guidance is raised. JNJ recently released earnings and the stock did nothing. After a masterful conference call , the critics were speechless and the stock rose 4 points. They had all the answers and boasted of new products that were selling well.

LIKES: KNOT GOOG JNJ PG TRMP GME UTX PPDI TPX AVO WWE WLT

HATES: UL JEF

--------billyjoe

Tatnic
10-20-2006, 08:16 AM
Just to set the record straight...A few people mentioned elsewhere that I might be the Stocklemon guy or affiliated with them...Well, I'm not...IIC

No offense Doug, but for someone to confuse you with left they'd have to be an idiot. Totally different styles.

billyjoe
10-20-2006, 07:06 PM
Cramer 10/20/06

DEO-- a great company , a rarity that offers segmentation, branding , and BRIC
Segmentation-- products divided into several grades and prices
Branding--you pay big time for their label and marketing
BRIC-- sales in Brazil, Russia, India, and China...The Chinese love their booze


Yahoo should fire CEO Terry Semel or keep him out on his yacht so he can't screw up the company any more. He's been saying YHOO problems mirror their industry. He can't continue that claim after GOOG's latest earnings. They should acquire another company with good fundies. Cramer has mentioned 3 that would all be a good takeover or buyout and YHOO has the $$ to get RATE, KNOT, or MNST.

LIKES: DEO GES SHLD RATE KNOT MNST ORCL MRK SAI MAT CMCSA OS ALK GLW

HATES: BUD TAP YHOO OXY DOW CVLT BRCM BMW

----------billyjoe

billyjoe
10-23-2006, 07:03 PM
Cramer 10/23/06


Cramer hates most cosmetic stocks. They are too inconsistent and unpredictable. The worst are those spun off in leveraged buyouts. IFF is the best as they sell the fragrances and flavors and the cosmetic companies market and repackage them as their own.

LIKES: AGN MRX IFF PMTI CAT HAL AMD SYMT RAD SAI OMG ATI ROK WHIR JNJ RARE FDX

HATES: BARE ZZ AVP SLB CCJ VLO

--------billyjoe

billyjoe
10-24-2006, 07:06 PM
Cramer 10/24/06

Portfolio managers decide the direction stocks will take. Individuals see a GOOG @474 and think it's too highly priced. Portfolio managers who want impressive gainers in their holdings say to themselves " what am I paying for stocks with similar earnings and growth?" Cramer took the earnings and growth rates of 5 big stocks and based future GOOG price on them.

GOOG if valued similarly to SBUX = $742
'' ''-------------------to WFMI = 644
-----------------------to FFIV = 546
-----------------------to AKAM = 784
-----------------------to HOLX = 826

LIKES: SBUX GOOG HOLX COH NFLX RVSN ARNA NOK NTRI IBM CCI

HATES: XMSR SIRI DOW WCRX THE ESV SWN TXN ERIC MOT

-------------billyjoe

billyjoe
10-25-2006, 07:06 PM
Cramer 10/25/06

Cramer hates AMZN. Says recent gains are due to shorts covering because the quarter , although bad, wasn't as bad as expected. He says AMZN still stinks and he won't recommend it.

LIKES: EAT PMTI BRCD GILD F GM HAL EZM

HATES: AMZN RHAT CELL OSUR JOYG

----------billyjoe

billyjoe
10-26-2006, 07:28 PM
Cramer 10/26/06

LIKES: CAG SYY BWLD CBRL AAPL

HATES: MOT TXN


Sharesleuth finally trashed another company after a several month lull. UTK :AMEX, finds useful technology by scouring college research facilities then sells the info to companies that can use it, usually in trade for stock in the user company. The stock they receive is valued as revenue. Only problem is most are penny stocks in many cases virtually worthless , yet they show 22 million on the books as operating revenue for 2005. Many of their major holdings are headquartered in private residences. Of 45 known customers at least 7 are run by executives that have been cited for SEC violations, most often for pump and dump schemes. UTK closed down 36% today at 12.15.

-----------billyjoe

Lyehopper
10-26-2006, 11:17 PM
Cramer 10/26/06

LIKES: CAG SYY BWLD CBRL AAPL

HATES: MOT TXN


Sharesleuth finally trashed another company after a several month lull. UTX :AMEX, finds useful technology by scouring college research facilities then sells the info to companies that can use it, usually in trade for stock in the user company. The stock they receive is valued as revenue. Only problem is most are penny stocks in many cases virtually worthless , yet they show 22 million on the books as operating revenue for 2005. Many of their major holdings are headquartered in private residences. Of 45 known customers at least 7 are run by executives that have been cited for SEC violations, most often for pump and dump schemes. UTX closed down 36% today at 12.15.

-----------billyjoe
It's UTK Billy not UTX.... Here's the link to the UTK story on sharesleuth.com

http://www.sharesleuth.com/

Here's an (financial management) stock that I suspect (like UTK) is "investing" in similar bogus companies.... check out TINY.... Should be an easy one to remember if it crashes B.I.G.... lol

billyjoe
10-26-2006, 11:52 PM
It's UTK Billy not UTX.... Here's the link to the UTK story on sharesleuth.com

http://www.sharesleuth.com/

Here's an (financial management) stock that I suspect (like UTK) is "investing" in similar bogus companies.... check out TINY.... Should be an easy one to remember if it crashes B.I.G.... lol

Thanks Lye, It's hell growing old.

----------billyjoe

Lyehopper
10-27-2006, 08:56 AM
It's hell growing old.
yeah, but it's a damned sight better than the alternative I guess.lol

Websman
10-27-2006, 06:08 PM
yeah, but it's a ****** sight better than the alternative I guess.lol

Websman
10-27-2006, 06:08 PM
Thanks Lye, It's **** growing old.

----------billyjoe

Websman
10-27-2006, 06:09 PM
The previous two posts have been corrected to eliminate profanity...

billyjoe
10-30-2006, 07:12 PM
Cramer 10/30/06

Cramer says to buy Chevron CVX after the elections next week. A California proposal might cost them 200 million which will temporarily lower the stock price and make it ripe for the picking. Chevron is best of breed in oil, has great long term prospects and is in the process of a multi billion dollar stock buyback. They also just had a magnificent quarter and made a historically huge oil find in the gulf of Mexico.

Likes: MO RAI UST RTN ACF LVLT MRVL CPKI RAD

Hates: SUF ASVI COGT ISRG RHAT WTSLA

---------billyjoe

billyjoe
10-31-2006, 07:35 PM
Cramer 10/31/06

The scariest stock to own in Cramer's opinion is HANS. Cramer did a blind taste test and couldn't tell the difference between HANS and anything else. Therefore, he claims it is a regular drink in a premium container being marketed as a superior beverage. They have only 290 full time employees and are being inundated with energy drink competition in a fad that could collapse at any time and has lost it's momentum. It's just a matter of time before the medical community attacks these caffeine loaded drinks. HANS dropped 26% when it came up short last earnings report and it will be much worse next time. They got no bounce when added to the S&P 400, a bad sign.

Best of breed Brazilian stock is RIO. Great producer of Nickel, Copper , and IRON they are an undervalued mineral play that portfolio managers will be piling into by Jan. '07.

LIKES: HSY DEO RIO CSCO SHLD TWX EEP PCU

HATES: HANS BUD TLAB PEIX GT LU

---------billyjoe

Runner
10-31-2006, 07:37 PM
PCU is on my radar...

Runner
10-31-2006, 07:38 PM
RIO on my screen as well.

billyjoe
10-31-2006, 07:42 PM
Runner,
If Cramer is correct about copper , Brazil, and Peru , there will be much $$ to be made. Also PCU pays 10% , don't know about RIO.

-----------billyjoe

Runner
10-31-2006, 07:47 PM
Billyjoe, I've been bull in steel for a while. PCU and RIO hit my scans tonight. I like the acceleration in trend action in PCU. I also like the clean pullback. PCU fits my criteria as far as trend qualifiers. I might enter this stock tomorrow. Now that this Crammer guy has brought to the surface I'm not sure if tomorrow will paint a true picture?

peanuts
10-31-2006, 07:53 PM
RIO on my screen as well.

G,

I was talking about this stock (RIO) with you on the phone. It has been in my LT portfolio for about 9 months, now

I still like it.

Runner
10-31-2006, 07:59 PM
G,

I was talking about this stock (RIO) with you on the phone. It has been in my LT portfolio for about 9 months, now

I still like it.

Peanuts now that you brought this back to my attention I do remember.

Runner
10-31-2006, 08:02 PM
Notice the chart showing the nice acceleration of the trend. This is what I like about PCU. Note the clean pullback.

http://img417.imageshack.us/img417/4382/pcutd0.png (http://imageshack.us)

IIC
10-31-2006, 08:18 PM
Cramer 10/31/06

The scariest stock to own in Cramer's opinion is HANS. Cramer did a blind taste test and couldn't tell the difference between HANS and anything else. Therefore, he claims it is a regular drink in a premium container being marketed as a superior beverage. They have only 290 full time employees and are being inundated with energy drink competition in a fad that could collapse at any time and has lost it's momentum. It's just a matter of time before the medical community attacks these caffeine loaded drinks. HANS dropped 26% when it came up short last earnings report and it will be much worse next time. They got no bounce when added to the S&P 400, a bad sign.

Best of breed Brazilian stock is RIO. Great producer of Nickel, Copper , and IRON they are an undervalued mineral play that portfolio managers will be piling into by Jan. '07.

LIKES: HSY DEO RIO CSCO SHLD TWX EEP PCU

HATES: HANS BUD TLAB PEIX GT LU

---------billyjoe

I've never had HANS energy drinks, but I've been drinking their reg. soda for years...I even owned the stock and made good $$$ on it back in '04 (66%)...Anyway, I don't drink HANS because I consider it premium...I drink it because it is almost always on sale and is cheaper than most regular sodas...However, my fave flavor is Mandarin Orange Lime

Runner
10-31-2006, 08:25 PM
Should I buy PCU here is my plan. Buy over HOD and give it $8.07 points of play..

billyjoe
10-31-2006, 08:54 PM
Runner, Peanuts,
As Cramer was talking about RIO it rose 1.08 in extended trading.

-------------billyjoe

peanuts
10-31-2006, 09:09 PM
Runner, Peanuts,
As Cramer was talking about RIO it rose 1.08 in extended trading.

-------------billyjoe

he should be on the TV 24 hours a day talking about RIO over and over again :D

billyjoe
11-01-2006, 07:07 PM
Cramer 11/01/06

LIKES: TWX LMC JOYG GES CRDN AAPL LO TXU Q WTS

HATES: ADM PEIX AA XING NDAQ TOMO WMT SIRI

--------billyjoe

IIC
11-01-2006, 07:24 PM
Cramer 11/01/06

LIKES: TWX LMC JOYG GES CRDN AAPL LO TXU Q WTS

HATES: ADM PEIX AA XING NDAQ TOMO WMT SIRI

--------billyjoe


I was out and about so i listened to some of his radio show...Doesn't like CVS and Sprint

Runner
11-01-2006, 08:08 PM
I'm still bull in PCU just now it needs to get over todays fake out...

billyjoe
11-03-2006, 07:26 PM
Cramer 11/03/06

LIKES:CMCSA HPQ ORCL SGP JNJ AES FS CSCO AIG LVLT

HATES: CHTR GTW NEM AHR PFE OSK QCOM AMAT CHS HANS

Socklemon updates on IIG today. They say IIG uses cookie jar accounting moving accounts receiveable , debts , cash on hand , future earnings anticipated and anything else they can manipulate to make it appear they are making money. The cookie jar is almost empty. They are under federal investigation for accounting irregularities and consumer fraud. While all this is going on, their stock which plummeted from the high 20's to 3.60 is back up to 18.10 and was named a strong buy by Zacks today. Watch for a big drop Monday. Stocklemon again says it has a terminal business model. They have recently restated earnings and later restated the restated earnings.

------------billyjoe

Runner
11-03-2006, 11:24 PM
Notice the chart showing the nice acceleration of the trend. This is what I like about PCU. Note the clean pullback.

http://img417.imageshack.us/img417/4382/pcutd0.png (http://imageshack.us)

Billyjoe, I missed this nice set up!!

Lyehopper
11-03-2006, 11:59 PM
It's UTK Billy not UTX.... Here's the link to the UTK story on sharesleuth.com

http://www.sharesleuth.com/

Here's an (financial management) stock that I suspect (like UTK) is "investing" in similar bogus companies.... check out TINY.... Should be an easy one to remember if it crashes B.I.G.... lol
Look at UTK today (down nearly 10%)....

TINY down 13% from it's peak last Friday.... Ain't it funny how all these bogus co's are all on the AMEX?

EDIT: TINY is not on the AMEX it's on the NASDAQ. I don't know for sure that it's "bogus".... but I suspect that many of the co's they invest in will never be profitable. I have created a V-V search for bogus AMEX companies and I found 68 candidates. I'll try to post some after I do further research.

Tatnic
11-04-2006, 06:25 AM
Cramer 11/03/06

LIKES:CMCSA HPQ ORCL SGP JNJ AES FS CSCO AIG LVLT

HATES: CHTR GTW NEM AHR PFE OSK QCOM AMAT CHS HANS

Socklemon updates on IIG today. They say IIG uses cookie jar accounting moving accounts receiveable , debts , cash on hand , future earnings anticipated and anything else they can manipulate to make it appear they are making money. The cookie jar is almost empty. They are under federal investigation for accounting irregularities and consumer fraud. While all this is going on, their stock which plummeted from the high 20's to 3.60 is back up to 18.10 and was named a strong buy by Zacks today. Watch for a big drop Monday. Stocklemon again says it has a terminal business model. They have recently restated earnings and later restated the restated earnings.

------------billyjoe


yep...been wondering when he would make a re-appearance. The co. is due to report next week so it should be a very volatile week for that stock. Keep in mind what happened the last time they had a conference call...the stock gapped up big and then crapped bigger. But it's also one of the most bullish charts I've seen in a long time and the company has squeezed the crap out of the shorts...that's their business plan in a nutshell...to play games with their stock price and try to stay one step ahead of trouble.

Lastly, this is why many companies trade on the amex...they can get away with not reporting earnings for years. Last time I checked, iig still didn't have an updated sec filing.

billyjoe
11-06-2006, 07:28 PM
Cramer 11/6/06

LIKES: CSCO TWX AMD AAPL IBM HPQ GLW YHOO RIMM KKD

HATES: IR HANS BRLC AYR IMCL SPWR BGC AMLN SPN GRMN


Stocklemon--more bad news for IIG . Microsoft Office Live ships Nov.15th.
They essentially offer free what IIG's Storesonline charges $5000 for. IIG was down today a bit over 1% on big volume. Closing at 17.87 it might be the last hurrah as earnings also will be announced this week.

--------billyjoe

billyjoe
11-07-2006, 07:21 PM
Cramer 11/07/06

LIKES: ATVI GME ERTS RIMM GOOG HAL AMGN CSCO

HATES: TTWO TOMO GRMN PEIX

Stocklemon is suspicious of BRLC's latest earnings report . Accounts payable soared about 56 million over last quarter, from 3.9 million to 60 mill. They believe it is because of a deal with Kolin, Korean Company that is their largest shareholder and has given them rebates averaging 27% on all that is purchased from them. In a time when LCD manufacturers are in a steady decline, BRLC's profit margins have magically risen to 18% , far above their major competitors. Also , insiders are selling millions of dollars of stock during these boom times.

-----------billyjoe

billyjoe
11-09-2006, 07:52 PM
Cramer 11/09/06

Cramer loves NYX . Says it could go to 250 , currently around 90. They are cost cutting by getting rid of 17% of workers and closing 1 of their 5 trading rooms. Cramer says there's lots of more room on the trading floor than in the past. A new hybrid trading system is very efficient. They are going to merge with Euronext without a bidding war. They are greatly improving management and expanding into Tokyo and India exchanges.

LIKES: NYX JBX CMG HOG EMR DEO

HATES: CPKI ORB PWAV XMSR S PEP KO BUD HANS

--------billyjoe

Stocklemon : another update on IIG. Funny things are happening at IIG as explained in their conference call Tuesday. They reported bringing in 3 million in cash from their seminars. Normally they don't hold seminars on the final 3 days of a quarter because it skews earnings since there is a 3 day cancellation option for buyers. However, IIG held 18 seminars Sept. 28-30 that netted them 1.54mil cash which happened to make more profit than the other 225 seminars in the quarter (1.46 mil.) Could it be because the cancellations weren't taken into account ? Stocklemon says any way the cards are stacked, the house will eventually collapse. IIG closed down .01 @ 18.96 today.

IIC
11-09-2006, 08:34 PM
Stocklemon : another update on IIG. Funny things are happening at IIG as explained in their conference call Tuesday. They reported bringing in 3 million in cash from their seminars. Normally they don't hold seminars on the final 3 days of a quarter because it skews earnings since there is a 3 day cancellation option for buyers. However, IIG held 18 seminars Sept. 28-30 that netted them 1.54mil cash which happened to make more profit than the other 225 seminars in the quarter (1.46 mil.) Could it be because the cancellations weren't taken into account ? Stocklemon says any way the cards are stacked, the house will eventually collapse. IIG closed down .01 @ 18.96 today.

I wonder how much IBD makes on their seminars? I've always thought that IBD should offer a lot of low cost seminars...Say $49.95. I'll bet it would pay off in spades as far as getting subscribers...I'd assume that 99% of those that go to their $179 to $7,000 seminars are already subscribers.

These low cost seminars could be maybe 3 hours with about 100 people...That's 5 grand...Room rental $1,500...I'd be the instructor for FREE ...They could just pay me $50 for each attendee that subscribed to the paper and $100 for each Dailygraphs subscriber.

billyjoe
11-09-2006, 08:49 PM
Doug,
Start your own seminars. You know more than 99% of the guys doing it. I'd work for the IIC 100 seminars and even wear a nice shirt and tie and run to the people asking questions with a microphone. I'd have enough knowledge of the IIC 100 to fake it.

----------billyjoe

IIC
11-09-2006, 10:52 PM
Doug,
Start your own seminars. You know more than 99% of the guys doing it. I'd work for the IIC 100 seminars and even wear a nice shirt and tie and run to the people asking questions with a microphone. I'd have enough knowledge of the IIC 100 to fake it.

----------billyjoe


I might have mentioned this before???...Back around 1995-96 a friend of mine and I were setting up seminars to teach people Canslim...we had the place...we had the advertising all figured out...all the details...But somehow the NASD found out...I never did find out how.

Well, I was willing to do it anyway...but they scared my friend off...We were not qualified/licensed...So it never happened.

I may not be the best speaker or the best instructor...But I love to talk and I don't get particularly nervous speaking in front of groups.

peanuts
11-09-2006, 10:56 PM
I might have mentioned this before???...Back around 1995-96 a friend of mine and I were setting up seminars to teach people Canslim...we had the place...we had the advertising all figured out...all the details...But somehow the NASD found out...I never did find out how.

Well, I was willing to do it anyway...but they scared my friend off...We were not qualified/licensed...So it never happened.

I may not be the best speaker or the best instructor...But I love to talk and I don't get particularly nervous speaking in front of groups.

Hey Doug,

If it means anything to you, I would have attended your seminars. I would have been the guys with all the questions about 7% stop loss :rolleyes:

IIC
11-09-2006, 11:02 PM
Hey Doug,

If it means anything to you, I would have attended your seminars. I would have been the guys with all the questions about 7% stop loss :rolleyes:

Actually, you and I would probably be a good team...You could ask questions like that and I could respond w/ something like this:

I gave up Canslim when I had seventy 7% losers in a row ... LOL

billyjoe
11-10-2006, 07:09 PM
Cramer 11/10/06

Cramer likes TRMP. On monday they will present a proposal to build a casino complex in a blighted area of Philadelphia. With a 50% chance of success at least, this could raise shares by 4 points. Decision will be made in December.Trump currently has 371,000 feet of gambling area along with 3180 hotel rooms and suites. They are doing a 240mil. renovation on the Trump Taj Mahal. They bought land cheaply in Atlantic City and if all developments work out Cramers sees TRMP as a $32 stock in 18 months. Closed today at 22.05. Use limit orders buy on dips.

MA, another MSFT? Cramer thinks so.MA has doubled since May IPO was underpriced due to bad previous IPO's especially VG. MA's fixed costs are down. They are taking off in Europe and have signed agreements with China to be in major cities prior to the 2008 olympics. They have 2.3 bil in cash, 40% growth this year with 20% ROE. Should earn 6.00/sh next year with 20-25% growth . This translates to a $150 value.

LIKES: TRMP MA USG SHLD CSCO

HATES: NEU ELN PAYX INTU FCX PCU

Game plan next week. These retailers look good : SPLS TGT GPS MW MRVL . Buy drug stocks after institutions are done dumping. This will be signaled by the stocks going up and stabilizing early in the week.

--------billyjoe

billyjoe
11-15-2006, 07:06 PM
Cramer 11/15/06

LIKES: AAPL CNE ENT PDS DAKT BTE RATE JCP HOG

HATES: CREAF MW TXU PSUN AMZN ANF GNSS


Cramer says recent announcement by the Tory Party in Canada to tax Canadian Energy Trusts at the corporate rate in 4 years has caused them to plummet in price since Nov.1st , some by as much as 33%. CNE now yields 19% as a result and ENT 20%. This looks to be the bottom and taxation won't happen for 4 years if it ever does, making these exceptional buys .

----------billyjoe

billyjoe
11-16-2006, 08:06 PM
Cramer 11/16/06

LIKES: NKE UARM FO SHLD LVCT SIX PCP EBAY ORCL ID KBH ADSK HAL PVX VMC

HATES: DELL OPSW QCOM CROX WFMI RDA HDB ISIS OIH BDK ZUMZ

-----------billyjoe

Stocklemon update : they now believe that IIG (imergent) will not be brought down by government regulators but by competition fron MSFT's Office Live

peanuts
11-16-2006, 08:15 PM
Cramer 11/16/06

LIKES: NKE UARM FO SHLD LVCT SIX PCP EBAY ORCL ID KBH ADSK HAL PVX VMC

HATES: DELL OPSW QCOM CROX WFMI RDA HDB ISIS OIH BDK ZUMZ

-----------billyjoe

Webs, I want your opinion of VMC. I want to hear it from the expert. I did not see Cramer at the last meeting of the inner circle.

Websman
11-16-2006, 08:29 PM
Webs, I want your opinion of VMC. I want to hear it from the expert. I did not see Cramer at the last meeting of the inner circle.

SELL!!! SELL!!! SELL!!!

Then buy on the next pullback...

BOOOOOYAHHHH!!!!

BWAAAAAAAAAAHAHAHA!!!

billyjoe
11-20-2006, 07:09 PM
Cramer 11/20/06

Likes: RS LMC THS JCP DCP ITU MA EBAY AMR JEC TRMP AMGN IPG

Hates: KKO SLE AEOS WSM DIS NATI TAM DHT CRZO

THS--leveraged buyout candidate

RS--- takeover candidate

IPG---turnaround candidate

-----------billyjoe

jiesen
11-21-2006, 12:57 AM
from:

http://www.thestreet.com/_yahoo/funds/stoptrading/10323347.html?cm_ven=YAHOO&amp;cm_cat=FREE&amp;cm_ite=NA

:cramersmiley: Cramer added that given the huge amounts of cash sloshing around the market, "There is such a supply shortage" when it comes to good stocks. "All the managements I know think stocks are undervalued," he added. "So many companies want to buy other companies."

That's it. I'm calling a market top right here- at least a correction to 10-15% below today's S&P price should occur within the next year. You just know that when Cramer gets going like this, and the foaming at the mouth starts, and he's screaming for everyone to buy stocks... that's just when it's all about to head south.

billyjoe
11-22-2006, 07:23 PM
Cramer 11/22/06

Cramer talks about becoming a good speculator.

Don't speculate on bulletin board or pink sheet stocks. Assume any stock under $1 is run by criminals. Only speculate with $$ you can afford to lose. Never use retirement accounts. Don't speculate in currencies. Cramer once lost 500k while on a trip to Burger King. Currency prices can move too fast. Look for a good balance sheet, a good or unique product, and a tight float (few shares actively trading). Get out when volume indicates massive selling.
The sweet spot for speculative stocks is between 2 and 10 dollars per share.


10 attributes of bad speculators

1. sells stock as soon as it goes down a little
2. they hold stocks that continue to drop for several sessions
3. they sell as soon as they get a 5% or 10% gain
4. they buy worst of breed thinking it's cheap
5. they believe all the hype , press releases etc.
6. they assume any stock under $10 is a takeover target
7. they sell everything into strength instead of selling a little
8. they become impatient with a non moving stock
9. they daytrade for a few pennies
10.they shy away from stocks they've never heard of , would rather buy on the buzz and look to the crowd for validation

Always buy in increments and don't be afraid to chase momentum. Don't hold forever, you can lose everything. Most decent stocks eventually have a few days in the sun.

Cramer looks for speculative stocks in IBD's NASDAQ listings. One of the few publications that posts charts of lesser priced stocks.
Another good way to find fundamentally sound speculative stocks is by finding out what regional brokers are pushing.

-----------billyjoe

billyjoe
11-27-2006, 07:33 PM
Cramer 11/27/06

Likes: STZ DEO SBUX WMI TRMP LMC WLT LVLT SQM HAS

Hates: HP AA PKTR SUP ASD WFMI

Cramer likes MO PG HAL because of the falling dollar. These companies do most of their business outside of the U.S. and any guidance was based on a higher dollar value.

Cramer is crazy over SQM of Chile. They produce Lithium , Iodine, and lots of fertilizer. Underpriced by 30% based on earnings alone and it is a probable takeover target.

------------billyjoe

billyjoe
11-28-2006, 08:00 PM
Cramer 11/28/06

Likes: AGN PMTI COF MA BCR SHLD TWX MRVL URS GLW AIG GOOG LOW

Hates: OVTI ICGE SQI TIVO PLT

AGN is a great triple play stock over $100/share but underpriced offering the big 3 of Botox, clear skin, and silicon breast implants.


Cramer praises analyst David Strasser who upgraded LOW despite all other analysts dising it. Strasser admits fundies haven't bottomed but it doesn't matter since stock is so cheap. Strasser is rare in that he considers intangibles and sees a risk reward of 4 pts. down and 12 up. Strasser comes from a hedge fund background and believes that past and present p/e multiples say LOW is going higher.

Cramer loves COF. It benefits from the falling dollar, mounting credit card debt, and possible interest rate cuts. It appears to be very undervalued.

--------billyjoe

IIC
11-28-2006, 11:25 PM
Seems like Cramer's been mentioning LVLT forever...When is it gonna take off? I only bot some at 5.26 to keep my wife's mouth shut...Although it didn't work...She keeps telling me to buy SHLD and MA

billyjoe
11-29-2006, 07:19 PM
Cramer 11/29/06

LIKES: XOM BTU BA GOOG CSCO AAPL RIMM MRVL UNH JNJ TM HAL RY

HATES: PALM BKC PIR GM HEES SUNH ARNA CMI

XOM is spending more on stock buyback than it is on drilling 20bill. vs. 15bill. first 9 months this year. It's become a core holding for mutual funds as they want to have some oil to show investors but are uncertain of the direction oil is going. XOM is the oil stock that is least exposed to price swings of oil. As mutual funds scurry to buy full positions it should hit 100 by year's end. Cramer hates the XOM business but says you have to own the stock as it has been annointed as "the one", a core holding, by mutual funds. Sell at year's end.

Market Mechanics--Mutual funds control market capital. Irrational market behavior is caused by irrational fund managers. This mostly effects short term holdings. Many times big market drops are no more than the result of funds selling to lock in gains.

-------------billyjoe

billyjoe
11-30-2006, 07:33 PM
Cramer 11/30/06

LIKES: DENN MHP BEAS UARM PAY MA AKAM LVLT DIS SIRI AMX CPKI DIGE NKE LVS

HATES: PFCB NYT DJ SMDI AHO TNP ODSY WMT

-----------billyjoe

Websman
11-30-2006, 08:36 PM
Seems like Cramer's been mentioning LVLT forever...When is it gonna take off? I only bot some at 5.26 to keep my wife's mouth shut...Although it didn't work...She keeps telling me to buy SHLD and MA

Wives are always right...

skiracer
11-30-2006, 08:42 PM
I only bot some at 5.26 to keep my wife's mouth shut..

If your wife were to read this statement where would you be sleeping tonight?

billyjoe
12-01-2006, 09:32 PM
Cramer 12/01/06

LIKES: AUY AAPL ATI BA LMC DVN SHLD USG CSCO GS CWTR DYN LVLT JCP JNJ VFC

HATES: BVN ANF JDSU CHL TIVO SCSS AMTD SCHN BNI ABT

--------billyjoe

peanuts
12-01-2006, 09:34 PM
I always look forward to reading this thread each night. Even if I don't agree with everything that the guy says, I still respect what he has to say.

It's pretty funny when he dresses up and when he eats stuff on the show. :cramersmiley:

IIC
12-01-2006, 11:40 PM
I only bot some at 5.26 to keep my wife's mouth shut..

If your wife were to read this statement where would you be sleeping tonight?

My wife knows that...But heck its at 5.45 now!!!

But bad news...My wife told me today that Cramer's radio show was cancelled as of today...She's pretty upset...although she says that he said he's giving it up to spend more time w/ his family...YEAH...RIGHT!!!

billyjoe
12-02-2006, 08:53 AM
My wife knows that...But heck its at 5.45 now!!!

But bad news...My wife told me today that Cramer's radio show was cancelled as of today...She's pretty upset...although she says that he said he's giving it up to spend more time w/ his family...YEAH...RIGHT!!!


Doug,
Not what I heard. Cramer is so popular , now known as the Howard Stern of finance , that the network has bigger things in store for him. What could that be?

---------billyjoe

ParkTwain
12-04-2006, 01:29 AM
BJ, notice how many of his "likes" are at their all-time highs. What a smart feller is he.

Cramer 12/01/06

LIKES: AUY AAPL ATI BA LMC DVN SHLD USG CSCO GS CWTR DYN LVLT JCP JNJ VFC

HATES: BVN ANF JDSU CHL TIVO SCSS AMTD SCHN BNI ABT

--------billyjoe

billyjoe
12-04-2006, 07:22 PM
Cramer 12/04/06

LIKES: UARM EMR SBUX SGP NYX EMC GS DTV MRK

HATES: CHINA BIDU TSCO EK JRCC

Stocklemon---is going to leave IOC alone as they apparently have attracted enough new money to keep going and make estimates for another quarter

---------billyjoe

billyjoe
12-06-2006, 07:11 PM
Cramer 12/06/06

LIKES: CSCO LVLT AINV RIMM EBAY BMRN MRVL JNJ AMD

HATES: APKT RGC APOL XOM PEP AOB SONE ORCL INTL

Cramer puts ORCL on "don't buy" after major downgrade that he doesn't agree with, but will take a long time to recover from.

Hot IPO tomorrow--HYLS (HEELYS) strong fad ,strong sales growth from 44mil in '05 to 44 mil. first 6 months '06. For sale in 50- countries and Dick's, Nordstroms. Only 11% market penetration. If compared to UARM and CROX should be priced at 41. Cramer says buy up to 23 and sell if it hits 30.

----------billyjoe

riverbabe
12-07-2006, 09:12 AM
Hi Billy, please note that I bought BMRN yesterday before Cramer said he loved it! Maybe it'll spike up today by gosh, by golly, by Cramer. Riverbabe

billyjoe
12-07-2006, 10:20 AM
Hi Billy, please note that I bought BMRN yesterday before Cramer said he loved it! Maybe it'll spike up today by gosh, by golly, by Cramer. Riverbabe


I wrote BMRN in my notes but typed it transposed. Sorry

--------billyjoe

billyjoe
12-07-2006, 07:57 PM
Cramer 12/07/06

LIKES: DLB EBAY COH BARD DIS HOG RIO BWLD

HATES: RCII AMZN CPWR MR AGIX BVF AXR RMBS NVDA SWHC RATE

Cramer eats chocolate covered crow for recommending these turkeys : HSY SIRI PNRA F

Cramer loves Dolby Labs says it isn't extended. Earnings estimates are low balled for '07. He says it will earn at least 1.00 per share in '07 . They have 4.55 per share cash and are trading at multiple lower than their growth rate. They have exclusive deals with Sony, Toshiba ,Panasonic and will make a killing with high def flat screen tv and home theater sound systems.

Cramer has also changed his opinion about ebay. Calls it a buy and says all negativity has been priced into it.

----------billyjoe

IIC
12-07-2006, 07:59 PM
Gotta love Cramer...LVLT...Now I can afford to include a nice bucket w/ that new mop I bot my wife for Christmas :)

billyjoe
12-11-2006, 07:26 PM
Cramer 12/11/06

LIKES: DAKT IPG LAMR GOOG LMT BA NYX DIVX CWTR DIS ARRS BEAS PD SWY SHLD AGN AUY

HATES: BRCD PANC SUNW HANS NYB WMT WFMI TTC

The future of advertising is in outdoor digitized billboards , using scoreboards, hiway signs, changing visual display messages. DAKT is #1 with nobody close in competition. There is up to 40% ROE for these signs. Only web advertising is bigger.

LAMR buys DAKT's signs and has 149,000 billboards worldwide and is just starting to replace them with digitized boards. Outdoor advertising must go digitized or go extinct. Not much downside to LAMR and a huge upside.

A Christmas play is SWY not as a supermarket but as owner of under the radar Blackhawk Gift Card company. Worth approx. 4 billion , they will take in 1 billion in distribution of 60,000 branded gift cards nationwide. These are manufactured for Sears, Lowes and many other big name corporations.

----------billyjoe

IIC
12-11-2006, 08:02 PM
Cramer 12/11/06

LIKES: DAKT IPG LAMR GOOG LMT BA NYX DIVX CWTR DIS ARRS BEAS PD SWY SHLD AGN AUY

HATES: BRCD PANC SUNW HANS NYB WMT WFMI TTC

The future of advertising is in outdoor digitized billboards , using scoreboards, hiway signs, changing visual display messages. DAKT is #1 with nobody close in competition. There is up to 40% ROE for these signs. Only web advertising is bigger.

LAMR buys DAKT's signs and has 149,000 billboards worldwide and is just starting to replace them with digitized boards. Outdoor advertising must go digitized or go extinct. Not much downside to LAMR and a huge upside.

A Christmas play is SWY not as a supermarket but as owner of under the radar Blackhawk Gift Card company. Worth approx. 4 billion , they will take in 1 billion in distribution of 60,000 branded gift cards nationwide. These are manufactured for Sears, Lowes and many other big name corporations.

----------billyjoe


Gift cards are a goldmine...The AMEX type carry fees too...And think about how many are never used. I still have a $50 gift certificate for Fry's that I received over 5 years ago. I don't know about other states but gift certs never expire here in CA.

Tatnic
12-11-2006, 10:26 PM
BJ, notice how many of his "likes" are at their all-time highs. What a smart feller is he.

he's not unlike most investors. And he's like alot of other analysts except for the value guys.

ParkTwain
12-11-2006, 10:33 PM
Cramer 12/11/06

LIKES: DAKT IPG LAMR GOOG LMT BA NYX DIVX CWTR DIS ARRS BEAS PD SWY SHLD AGN AUY

HATES: BRCD PANC SUNW HANS NYB WMT WFMI TTC

----------billyjoe

The Joker is wrong about SUNW. It has just reached a new 3-year high and will keep going up as long as the overall market is behind it. SUNW breaching 5.60/sh was the hardest part for a while.

peanuts
12-11-2006, 10:39 PM
The Joker is wrong about SUNW. It has just reached a new 3-year high and will keep going up as long as the overall market is behind it.

I believe that you are correct, as usual :)

billyjoe
12-12-2006, 07:12 PM
Cramer 12/12/06

LIKES: TBL CSCO PX RTP ENCY DVN

HATES: DEI FNSR F SBL

IPO"S later this week

IPGP--Industrial lasers , preliminary price 13.50-15.50. Should be priced at 11.15 if compared to peers but this is a hot IPO. Great fundamentals, has control of 60% of the fiber laser business-underwritten by Lehman Bros. the fiber laser is a "better mousetrap" pay up to $20 use limit orders best time usually between 10:30-11:30 est.

GUID--digital forensics , a good company , pay up to $18

ARTE--Artes medical, no earnings, no sales, no way, a one trick pony with superior competition

---------billyjoe

billyjoe
12-12-2006, 09:02 PM
Forgot that a caller questioned Cramer about HSOA. He said he wasn't familiar with it and would check it out and comment tomorrow, !2/13/06.

-----------billyjoe

ParkTwain
12-13-2006, 12:00 AM
Cramer 12/12/06

IPGP--Industrial lasers , preliminary price 13.50-15.50. Should be priced at 11.15 if compared to peers but this is a hot IPO. Great fundamentals, has control of 60% of the fiber laser business-underwritten by Lehman Bros. the fiber laser is a "better mousetrap" pay up to $20 use limit orders best time usually between 10:30-11:30 est.

---------billyjoe

Cramer's smoking weed about IPGP. This is JDSU-land from 1999. That equipment is already in the ground, so to speak. How much dark fiber is still out there? This is rank hype. 60% of nuthin is still nuthin.
http://tinyurl.com/y5bk8b
http://www.ipgphotonics.com/products_telecom_dwdm.htm

IIC
12-13-2006, 12:13 AM
Forgot that a caller questioned Cramer about HSOA. He said he wasn't familiar with it and would check it out and comment tomorrow, !2/13/06.

-----------billyjoe



WHAT???...Where the heck has he been holeing up???


Anyway...Did he mention that IIC sold his wife's LVLT for $5.98 yesterday.

BTW...You're slippin' Billy...I was thinkin' about buying you some Skins for Christmas for keeping us up to date on Stock Lemon...But I can't find any...I got a flyer in the mail not too long ago just like Stock Lemon says...These are more ludicrous than Croc's
http://Stocklemon.com .... http://www.skinsfootwear.com/

billyjoe
12-13-2006, 09:08 AM
Doug,
I also got a "skins" flyer in the mail. I wouldn't buy them because I'm always stubbing my toes.

----------billyjoe

riverbabe
12-13-2006, 01:45 PM
These are more ludicrous than Croc's
http://Stocklemon.com .... http://www.skinsfootwear.com/

I LOVE MY CROCS!!! MOST COMFORTABLE SHOES I HAVE EVER WORN!!! ALSO MADE A 30%+ PROFIT ON THE STOCK. SO NO MORE CROX BASHING PLEASE! AND THANKS! :) :) :)

IIC
12-13-2006, 05:55 PM
I LOVE MY CROCS!!! MOST COMFORTABLE SHOES I HAVE EVER WORN!!! ALSO MADE A 30%+ PROFIT ON THE STOCK. SO NO MORE CROX BASHING PLEASE! AND THANKS! :) :) :)

A lot of kids trip wearing Croc's...I think they are dangerous shoes for kids...Doug

billyjoe
12-13-2006, 07:10 PM
Cramer 12/12/06

LIKES: CMCSA TWX DNA BOT TPP CWTR BAC KNOT HAL

HATES: HSOA HTI NOK CAKE SWHC

Growth stocks = mad money =capital appreciation = accelerated revenue growth TWX and CMCSA are growth stocks. CMCSA is the better company but TWX is the best bet for appreciation since CMCSA has done so well it is being punished by the street 'cause they doubt it can continue to live up to expectations. Cramer says TWX is the growth stock for '07. Does that mean it's his stock of the year pick for '07? I don't know. Will find out.

-----------billyjoe

grebnet
12-13-2006, 07:26 PM
Cramer 12/12/06

LIKES: CMCSA TWX DNA BOT TPP CWTR BAC KNOT HAL

HATES: HSOA HTI NOK CAKE SWHC

Growth stocks = mad money =capital appreciation = accelerated revenue growth TWX and CMCSA are growth stocks. CMCSA is the better company but TWX is the best bet for appreciation since CMCSA has done so well it is being punished by the street 'cause they doubt it can continue to live up to expectations. Cramer says TWX is the growth stock for '07. Does that mean it's his stock of the year pick for '07? I don't know. Will find out.

-----------billyjoe

I think it is worth noting that Cramer does not hate HSOA ( yes I bought back into it several days ago. )

He mentioned the work they do and where they are located. said there was a large short position and he won't recommend anything b/c some are banking on a short squeeze.

I am actually surprised he didnt trash it and will interpret that as positive if anything ...Just one mans (mine) biased interpretation

billyjoe
12-13-2006, 08:33 PM
Grebnet,
True, but I've got to catagorize it somehow maybe under not bullish?

-----------billyjoe

IIC
12-13-2006, 11:36 PM
I think it is worth noting that Cramer does not hate HSOA ( yes I bought back into it several days ago. )

He mentioned the work they do and where they are located. said there was a large short position and he won't recommend anything b/c some are banking on a short squeeze.

I am actually surprised he didnt trash it and will interpret that as positive if anything ...Just one mans (mine) biased interpretation


So Cramer learned everything about a company that he never heard of yesterday?

I don't wish you, Louetta or anyone else here bad luck...But one of these days the bad news will come out and HSOA will be halted...Unfortunately, my crystal ball is fuzzy as to when that will happen...But I am sure it will ...Not that anyone cares what I know

IIC
12-13-2006, 11:50 PM
BTW...My wife and Cramer like CWTR...I don't

billyjoe
12-14-2006, 08:32 AM
Doug,
CWTR , a nasty looking chart . If Cramer pulls a LVLT with this one you'll never hear the end of it.

-----------billyjoe

peanuts
12-14-2006, 08:34 AM
So Cramer learned everything about a company that he never heard of yesterday?

I don't wish you, Louetta or anyone else here bad luck...But one of these days the bad news will come out and HSOA will be halted...Unfortunately, my crystal ball is fuzzy as to when that will happen...But I am sure it will ...Not that anyone cares what I know

Doug,

What do you know about HSOA that may halt trading on it someday? This could be very interesting.

grebnet
12-14-2006, 09:03 AM
So Cramer learned everything about a company that he never heard of yesterday?

I don't wish you, Louetta or anyone else here bad luck...But one of these days the bad news will come out and HSOA will be halted...Unfortunately, my crystal ball is fuzzy as to when that will happen...But I am sure it will ...Not that anyone cares what I know

I just wanta make some more $$
p.s. I do think that Cramer with all his cronies helping(he doesnt have to ) can learn a lot about a stock in several hours.Most investors spend much less than that before buying.
p.s. PM me with the next Lemon symbol :)

billyjoe
12-15-2006, 08:13 AM
Cramer 12/14/06

LIKES: JCG CWTR ICON GSIC FDX WLT LMC CSCO AES STX ADM HAL WTW

DOESN'T LIKE: AMZN SIRI STKL ISRG BOOM NUAN IVAC STP NTRI

Christmas play--GSIC web design, hosting, marketing, behind the scenes online retail

-----------billyjoe

Tatnic
12-15-2006, 08:27 AM
So Cramer learned everything about a company that he never heard of yesterday?

I don't wish you, Louetta or anyone else here bad luck...But one of these days the bad news will come out and HSOA will be halted...Unfortunately, my crystal ball is fuzzy as to when that will happen...But I am sure it will ...Not that anyone cares what I know

I agree 100% with you Doug...I wouldn't be sitting on this pig, there's too many other stocks out there with much less risk.

billyjoe
12-15-2006, 07:12 PM
Cramer 12/15/06

Repeat of earlier broadcast : best of breed retailers. Only buy these on pullbacks.

BBY LOW COST MW FD SHLD JCP CWTR SBUX CBH

--------billyjoe

billyjoe
12-15-2006, 07:19 PM
Just checked Cramer's Top 10 Retailers and here's how many points they are currently down from 52 week highs:

BBY--9
LOW--3
COST--4
MW--4
FD--6
SHLD--7
JCP--3
CWTR--7
SBUX--4
CBH--5

---------------billyjoe

IIC
12-15-2006, 09:48 PM
I just wanta make some more $$
p.s. I do think that Cramer with all his cronies helping(he doesnt have to ) can learn a lot about a stock in several hours.Most investors spend much less than that before buying.
p.s. PM me with the next Lemon symbol :)


Well...I guess that's true...I've been known to dt companies that I never even heard of a coupla mins prior.

If you are serious about Stocklemon you can sign up for their free email notification service and find out about their next pig before they post it on their site...I didn't sign up because there is someone on another forum I belong to that always posts the email...Best, Doug

grebnet
12-16-2006, 04:55 PM
I only pested the comment about next stock lemon because you once posted that stock lemon was writing up about a stock before their site had it up ...I figured you have some inside scoop.

IIC
12-16-2006, 05:42 PM
I only pested the comment about next stock lemon because you once posted that stock lemon was writing up about a stock before their site had it up ...I figured you have some inside scoop.


Maybe I have some inside scoops about some things...maybe I don't...I'd hate to be accused of Insider Trading...lol...But I have no connection w/ StockLemon...You just sign up for their emails

IIC
12-17-2006, 08:28 PM
Doug,

What do you know about HSOA that may halt trading on it someday? This could be very interesting.


I don't know anything 100%...But Rumour Control says "Cookin' The Books"

IIC
12-17-2006, 08:35 PM
Gift cards are a goldmine...The AMEX type carry fees too...And think about how many are never used. I still have a $50 gift certificate for Fry's that I received over 5 years ago. I don't know about other states but gift certs never expire here in CA.

GiftCards...
http://biz.yahoo.com/ap/061217/gift_cards.html?.v=3

However, I decided to start my Christmas Shopping early this year so I went out today...CVS...Crummy Gift cards...Von's Grocery Store...Great...and a very wide selection I must say.

BTW...DO NOT BUY ANY GIFT CARDS THAT SAY GREEN DOT on them...They are not nice

billyjoe
12-18-2006, 07:18 PM
Cramer 12/18/06

LIKES: FFIV GMKT MRVL CHK MWA CSCO AAPL UARM GS HAL ABB BBY

Doesn't : NUAN PSPT ALY

OMTR--software that enables websites to learn about the buying habits of their users , best of breed, Cramer hired them for TheStreet.com . Went public in June , up 50% since Nov. 1st. 10 analysts covering, none have a sell recommendation, lots of room for downgrades , lockup expires Dec.26th, 43% of stock held by insiders. Was ignored initially, priced below set IPO @6.50. Not many will be dumping now .They don't want to make mistake again . Current price Approx. 14. Buy after lockup expires it should drop.

GMKT--the South Korean ebay , 54% growth , rev. up 125% yr/yr. Sells at 24X earnings. Lockup expires Dec.20th. Only buy with limit orders

MPEL--probable IPO tomorrow. pure Macau gambling play , supposed to be priced 16-18 Cramer says buy under $25 sell at $40

------------billyjoe

billyjoe
12-19-2006, 09:37 PM
Cramer 12/19/06

LIKES: INWK PAY JCP CX BEAS CSCO ATI DVN CVX ADBE SSYS

DOESN'T : SWHC JDSU AW NFLD

INWK--cyber middleman for printing , rev. up 78% yr/yr , lookup expiration Feb.11th 70% insider owned

PAY--point of sale hardware, makes machines that credit cards are swiped through 63% U.S. share , 34% world share , best of breed

Sharesleuth--Xethanol has reported that they are going to make ethanol from citrus (orange) peels. They are partnering with Raymond Stevenson ,convicted former vice-pres. of Tyco who has started a new company in Florida called Renewable Spirits LLC. I'm sure many of you can't wait to invest in this one.



----------billyjoe

billyjoe
12-21-2006, 08:01 PM
Cramer 12/21/06

LIKES: JSDA DEO RVBD CWTR BAC CAT RIO XTO HON TWX EAT

DOESN'T: COT TAP DIVX AVR FD ATVI NUAN HLS

JSDA--The next HANS ? 266 mil. cap , mostly in western states , cult following , only 2 analysts following , Cramer says earnings '06--.06 in
'07---.12 , should have about a 2 year run until oversaturation

RVBD---A WAN (wide area network) accelerator it's brand, steelhead, speeds up network 50-100 X. no meaningful competition until end of '07, price up 230% in 3 months

------------billyjoe

billyjoe
12-22-2006, 07:12 PM
Cramer 12/22/06

LIKES: USB NCC ABG UNTD BBT APKT LVLT DENN DYN

DOESN'T: FDX SPI SFD AOB YUM WINN

4 good high dividend stocks for '07

ABG--3.3% plus earnings growth, raised guidance
NCC--4.2% plus buyback
USB--4.4% plus buyback
UNTD-6.1% yield netzero

----------billyjoe

Runner
12-22-2006, 07:14 PM
Cramer 12/22/06

LIKES: USB NCC ABG UNTD BBT APKT LVLT DENN DYN

DOESN'T: FDX SPI SFD AOB YUM WINN

4 good high dividend stocks for '07

ABG--3.3% plus earnings growth, raised guidance
NCC--4.2% plus buyback
USB--4.4% plus buyback
UNTD-6.1% yield netzero

----------billyjoe

YUM looks like a short!

billyjoe
12-26-2006, 09:01 PM
Cramer 12/26/06

4 of Cramer's investing rules

1. There's a market for everything somewhere. Look to subgroups and try to determine demand for hot item as well as supply. In 2005 and early '06 there was a lot of hype about ethanol and few companies that could supply it or components to transport it. This made ANDE and ADM monsters in the field until everybody got into the game. This also can be applied to supply of IPO's at any short time period. A glut of IPO's hurts them all initially. Incidentally, Cramer says he's suspicious of all IPO information services before they go public.

2. When playing a rally don't assume it includes the entire sector. Look for the hot industries within each sector.

3. Latin American stocks should always be treated as trades and not investments, regardless of the hype from institutions. They will dump Latin American stocks in an instant when their money is made even while saying they are good long term. Fundamentals mean little with these stocks.

4. Sometimes you must become part of the herd and not try to be creative. Goal is to make money, not to become one of a kind.

-------billyjoe

riverbabe
12-27-2006, 10:27 AM
2. When playing a rally don't assume it includes the entire sector. Look for the hot industries within each sector.
-------billyjoe

Better yet, look at the entire sector, look for the hot industries, then look at the stocks within the industries. Look for a hot long and look for a hot short within the same industry. (Think Toyota and Ford/GM). That way you take the market, the sector and the industry out of the investing equation. (Learned that at AAII).

billyjoe
12-27-2006, 07:13 PM
Cramer 12/27/06

More Cramerisms :

Buy and hold is bad for capitalists. Mad Money says '"buy and homework"

Have no investing regrets. Don't dwell on the past. Don't allow mistakes to effect your confidence.

Tips are for waiters and suckers.

Stay diversified even when tempted to plunge whole hog into a great sector.

Suppress your instincts. They will work against investing success.

Buy in increments, not all at once. Be patient

-------------billyjoe

billyjoe
12-28-2006, 07:41 PM
Cramer 12/28/06

5 of Cramer's Rules

1. Don't own cyclical stocks when the market is bullish. Don't own secular growth stocks when market is bearish. Fundamentals don't matter much in a bad economy. Don't fight the business cycle, the money managers won't.

2. Analysts are never bullish enough about good stocks or bearish enough about bad stocks.

3. Don't be a snob and be only interested in high end stocks. Find good ones before the analysts.

4. If a stock is being heavily shorted and hyped at the same time, stay away from it.

5. Don't let success in one sector go to your head. All stocks in the sector aren't equal. If you become overconfident and expect success in any sector you choose, you'll get burned.

--------------billyjoe

IIC
01-01-2007, 09:30 AM
Whatta way to start the new year...I got up at 6am...my wife turned on the TV and who's on???...CRAMER...He likes housing stocks in 2007...Is he nutso???

IIC
01-11-2007, 10:19 AM
Will be posted at Stocklemon later:

Stocklemon takes a Dive into Ocean Bio-Chem (NASDAQ:OBCI)

The New Year begins with the bubbly getting popped over this tiny supplier of cleaners and polish for cars and boats.

A near-dormant dollar stock for years, is Ocean Bio-Chem the guest at a spontaneous market party on improving fortunes, or is it?

It started in November, when OBCI put out a PR touting a "profit jump" of over $1 million on a sales increase of just $1.8m year over year for the quarter.

http://biz.yahoo.com/iw/061114/0184307.html (http://biz.yahoo.com/iw/061114/0184307.html) . The stock tripled in a day.



Strangely, the word "receivables" never appears in the PR or the numbers cited. Yet the 10-Q shows an eye-popping increase in receivables of from 2.0 million to over $5.5 million, only half of which can be attributed to the much discussed inventory drawdown. Of more concern, cash is down consistently all year, now to a paltry $91,000.

http://www.sec.gov/Archives/edgar/data/350737/000035073706000032/0000350737-06-000032.txt (http://www.sec.gov/Archives/edgar/data/350737/000035073706000032/0000350737-06-000032.txt)

On January 10, the company issued an 8-K promising more shipments to Walmart. Is this a great research find by savvy traders, or a setup by the company? Why no PR? Stocklemon suggests that Walmart had to approve, and they wouldn't allow it.

Meanwhile, as frenzied daytraders drive the stock towards $6, maybe they ought to look who's really going to profit from a juicy new price: CEO Peter G Dornau. Dornau provided a "revolving credit facility" to the company of $1.5 million, for which he receives 1 million warrants at about a dollar, and the right to convert the entire debt to shares at a buck. This could grant him 2.5 million shares - a $10 million dollar payday on a 1.5 million dollar loan!

Notice he converted in the same press release with the alleged inflated earnings.

http://www.marketwatch.com/news/story/ocean-bio-chem-profit-increase-jumps/story.aspx?guid=%7BF9736F49%2DE1C1%2D470D%2DA7E0%2 D1C3C2868DE6E%7D&newsid=884569914&&dist=bigchartssymb=OBCI&sid=3500 (http://www.marketwatch.com/news/story/ocean-bio-chem-profit-increase-jumps/story.aspx?guid=%7BF9736F49%2DE1C1%2D470D%2DA7E0%2 D1C3C2868DE6E%7D&newsid=884569914&&dist=bigchartssymb=OBCI&sid=3500)

It will take 15 quarters of profits equal to the "great quarter" of September just to pay off this bonanza!

With a fresh stack of "Form 4's" filed last night, and a two week old S-8 registration, yesterday's party begins to smell carefully orchestrated, rather than a spontaneous celebration of a small company that made it bigtime.

Stocklemon eagerly awaits Wal-Mart's comment.

Cautious investing to all.

IIC
03-21-2007, 01:57 PM
Billy...when you gonna resume talking about your crooked friend?
http://news.com.com/Jim+Cramer+draws+fire+over+manipulation+comments/2100-1038_3-6169045.html

billyjoe
03-21-2007, 04:35 PM
Doug,
Never heard of the guy. Maybe I just don't recall 'er I'm getting up in years.
------------billyjoe

billyjoe
03-21-2007, 08:45 PM
OK I'll admit I still watch. I'd advise anyone to observe his recommendations closely for a couple months before taking action unless he alerts you to something terrible about a stock you're holding. Sometimes he'll give a "buy" signal to a caller just because he can't think of anything bad to say about a stock and has to say something. He's often correct about equities he mentions as being in his action alerts charitable trust. booyahboyaudit.com claims his track record to be over 50% correct for the past 2 years. He also admits his failures periodically which is more than I can say for most of the other pundits. Be cautious and do research before buying anything.

---------------billyjoe

peanuts
03-22-2007, 07:16 AM
OK I'll admit I still watch. I'd advise anyone to observe his recommendations closely for a couple months before taking action unless he alerts you to something terrible about a stock you're holding. Sometimes he'll give a "buy" signal to a caller just because he can't think of anything bad to say about a stock and has to say something. He's often correct about equities he mentions as being in his action alerts charitable trust. booyahboyaudit.com claims his track record to be over 50% correct for the past 2 years. He also admits his failures periodically which is more than I can say for most of the other pundits. Be cautious and do research before buying anything.

---------------billyjoe

At the beginning of the year, Cramer had a three show special while you were in the hospital, billyjoe. In these shows, he highlighted his picks for the year for value, growth, and speculative stocks. I took notes and wrote down the prices for the following day on his picks. Here are the results to date:

http://img360.imageshack.us/img360/5479/cramerspotyxz1.png (http://imageshack.us)

riverbabe
03-23-2007, 02:01 PM
This is a link to an article in slate.com by Henry Blodgett, saying that what Cramer said in his infamous video might end his :cramersmiley: career!

This is really a worthwhile read! Riverbabe

http://www.slate.com/id/2162460/pagenum/all/

jiesen
03-23-2007, 02:11 PM
This is a link to an article in slate.com by Henry Blodgett, saying that what Cramer said in his infamous video might end his :cramersmiley: career!

This is really a worthwhile read! Riverbabe

http://www.slate.com/id/2162460/pagenum/all/

it should at least end him up in court. (civil/criminal/both)

but his career as a clown? it may just end up helping him- look at Martha Stewart... remember- no publicity is bad publicity (if you're like that).

IIC
03-28-2007, 11:37 AM
Forgot to mention the new Stocklemon feature yesterday... IOC

IIC
04-07-2007, 11:05 PM
Oh My Gosh!!!!...Look what you did Billy

http://images.google.com/images?svnum=10&um=1&hl=en&ie=ISO-8859-1&oe=ISO-8859-1&q=IIC+100&btnG=Search+Images

IIC
04-12-2007, 11:29 PM
Hey Billy...Bookmark This:

http://www.frauddiscovery.net/products.html

Now, I read Barry's "Clean Sweep"...Not bad for an elementary school level...Interesting to know what he did...But he never reveals "HOW" he did it.

billyjoe
04-25-2007, 08:26 AM
According to the Best to Worst performance rating picks of Cramer's stocks since 7/28/05, 836 have gained, 347 have lost, and 458 have appreciated more than 15%. The pricing starts the first day he recommends the stock on his show and ends the first day he says sell or continues to the present time if no sell is mentioned.

----------------billyjoe

IIC
06-06-2007, 11:37 PM
Billy...What happened to this thread???...I thought for sure that SKI would RAZZ me that HSOA was # 100 on my IIC 100 this week...Heck, it's a mechanical scan...But I was sure tempted to delete it...LOL

Now SL and HSOA are having it out...Where's the scoop Billy??? http://stocklemon.com/

billyjoe
06-07-2007, 11:00 AM
Billy...What happened to this thread???...I thought for sure that SKI would RAZZ me that HSOA was # 100 on my IIC 100 this week...Heck, it's a mechanical scan...But I was sure tempted to delete it...LOL

Now SL and HSOA are having it out...Where's the scoop Billy??? http://stocklemon.com/

Doug,
HSOA did jump off your list and tried to punch my eye. It was my biggest % gainer at 119% (14.05 on 5/23/06). I don't think it ever got that high again.

---------billyjoe

IIC
06-08-2007, 10:43 AM
More on HSOA: http://www.thestreet.com/_yahoo/newsanalysis/homebuildersconstruction/10361416.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA (http://www.thestreet.com/_yahoo/newsanalysis/homebuildersconstruction/10361416.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA)

IIC
07-24-2007, 10:40 PM
KBH and FINL will be toast...just watch

The above was posted on 8/31/06...Wonder who's Crystal Ball called that???...LOL



__________________

billyjoe
07-24-2007, 11:14 PM
FINL and KBH both burrowing to new lows. KBH should merge with CFC. They've been great buddies for years and deserve each other. Went by some K.Hovnanian model homes today with big 0 money down signs on them. HOV also hits new low today.

-------------billyjoe

Was thinking about going to the next foreclosure sale at the county courthouse. At the ones I went to last year the banks were still buying houses back at more than they were worth. I'll bet it's different this time.

IIC
07-25-2007, 12:33 AM
FINL and KBH both burrowing to new lows. KBH should merge with CFC. They've been great buddies for years and deserve each other. Went by some K.Hovnanian model homes today with big 0 money down signs on them. HOV also hits new low today.

-------------billyjoe

Was thinking about going to the next foreclosure sale at the county courthouse. At the ones I went to last year the banks were still buying houses back at more than they were worth. I'll bet it's different this time.

Different areas of the country are in different stages...But overall I'd say it is a little early to catch the best deals.

Think of the RE market as a Cup w/ Handle pattern...We are forming the handle...Wait for the Pivot Window to start...Heck!!!...You invented it (Pivot Window)...However, think of WON...Jiler discovered the pattern...But WON popularized it...Think of me as WON and you as Jiler regarding the Pivot Window term...Thanks...I owe 'ya one

IIC
07-25-2007, 10:08 AM
U.S. sales of existing homes fell 3.8% in June to a seasonally adjusted annual rate of 5.75 million, the lowest rate since November 2002, the National Association of Realtors reported Wednesday. Sales in June were down 11.4% from June 2006. Inventories of unsold homes on the market fell by 180,000, or 4.2%, to 4.20 million, representing a 8.8-month supply at the June sales rate. The months' supply was also 8.8 months in May, the highest since 1992. The median sales price was $230,100, up 0.3% since June 2006. It's the first time in 11 months that median sales prices did not fall compared with a year earlier

IIC
12-21-2007, 12:18 AM
StockLemon's Latest...ARTC http://www.citronresearch.com/

peanuts
01-01-2008, 10:44 PM
At the beginning of the year, Cramer had a three show special while you were in the hospital, billyjoe. In these shows, he highlighted his picks for the year for value, growth, and speculative stocks. I took notes and wrote down the prices for the following day on his picks. Here are the results to date:

http://img360.imageshack.us/img360/5479/cramerspotyxz1.png (http://imageshack.us)


Can you believe it? Cramer beat the market like a rented mule. Here's what his magic portfolio did in 2007. Thanks duuuuuuuude!!!! :D

http://img201.imageshack.us/img201/3623/cramerspotyeoynv6.png

billyjoe
01-01-2008, 10:57 PM
Peanuts,
MO is actually up despite the price. It spun off Kraft foods which lowered MO's price. Actually gaining around 30% if you factor in the spinoff. I've owned it since 10/9/06. KFT was worth over 30 a share when I sold in April '07. MO is set to spin off into Phillip Morris Europe this year and keep the North American MO. Also pays a nice 3.95% div.

------------billyjoe

riverbabe
01-02-2008, 07:43 AM
Can you believe it? Cramer beat the market like a rented mule. Here's what his magic portfolio did in 2007. Thanks duuuuuuuude!!!! :D

http://img201.imageshack.us/img201/3623/cramerspotyeoynv6.png


Riverbabe was able to take her $1000 and turn it into $1,645.35

peanuts
03-27-2008, 12:54 PM
LINK (http://www.mrmarketishuge.com/showpost.php?p=83488&postcount=174) to one of my all-time favorite posts!

Check this guy out: http://youtube.com/watch?v=4sZCNlPwG8o&feature=related

riverbabe
03-27-2008, 02:25 PM
LINK (http://www.mrmarketishuge.com/showpost.php?p=83488&postcount=174) to one of my all-time favorite posts!

Check this guy out: http://youtube.com/watch?v=4sZCNlPwG8o&feature=related

That's one smart guy! Wonder how many people will actually do it! I just never watch him (Cramer). For a while it was a giggle watching the AF market do flip-flops when he mentioned a stock. Then I found out he is wrong about 50% of the time, just like the rest of us (or like me anyway). So, like I said, I never watch him. My BSC call in POTW came from other news sources that made me suspect what would happen. But I had to think for myself. Much better than letting the ******* do my thinking for me. Thanks for today's giggle, Peanut. LOL River

IIC
03-28-2008, 05:08 PM
This about sums it all up:

http://www.webalalza.com/economyblogs/2008/03/20/quot-I-love-the-way-Jim-Cramer-breaks-down-really-complex-financial-issues-into-ones-that-are-wrong-quot/

.

IIC
04-07-2008, 10:25 AM
Stocklemon bashes BWTR: http://www.citronresearch.com/

dmk112
04-08-2008, 12:42 AM
LINK (http://www.mrmarketishuge.com/showpost.php?p=83488&postcount=174) to one of my all-time favorite posts!

Check this guy out: http://youtube.com/watch?v=4sZCNlPwG8o&feature=related


Yea that's Don Harrold this guys is obsessed with Cramer, he makes videos like every week trying to discredit Cramer, to each it's own I guess.

IIC
04-19-2008, 12:16 AM
If you can’t read between these lines than it is time to get some glasses.

ARTC...Latest from StockLemon:

http://www.citronresearch.com/ (http://www.citronresearch.com/)

PS:...SL should proofread...I think "than should be "then"???