Cramer's Rants / Stockl's Lemons

[Websman]

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]

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]

from:

http://www.thestreet.com/_yahoo/funds/stoptrading/10323347.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

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]

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]

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]

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]

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]

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]

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]

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]

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]

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]

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.

[IIC]

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]

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