Cramer's Rants / Stockl's Lemons

[billyjoe]

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]

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]

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]

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]

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]

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]

Billy...you can get Cramer's radio pix here everyday:

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

[skiracer]

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]

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]

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]

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]

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]

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]

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]

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