Cramer's Rants / Stockl's Lemons

[billyjoe]

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

[riverbabe]

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]

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

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]

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

[billyjoe]

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]

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]

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

[IIC]

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

[IIC]

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]

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

[grebnet]

Lemon

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]

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

[billyjoe]

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

[billyjoe]

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