Cramer's Rants / Stockl's Lemons

[billyjoe]

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]

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]

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]

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]

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]

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]

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]

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]

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]

It's hell growing old.

yeah, but it's a damned sight better than the alternative I guess.lol

[Websman]

yeah, but it's a ****** sight better than the alternative I guess.lol

[Websman]

Thanks Lye, It's **** growing old.

----------billyjoe

[Websman]

The previous two posts have been corrected to eliminate profanity...

[billyjoe]

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]

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