Cramer's Rants / Stockl's Lemons

[billyjoe]

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

[billyjoe]

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

[peanuts]

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

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.

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.

[IIC]

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.

[billyjoe]

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]

Gotta love Cramer...LVLT...Now I can afford to include a nice bucket w/ that new mop I bot my wife for Christmas

[billyjoe]

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

[billyjoe]

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

[riverbabe]

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]

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

[billyjoe]

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

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]

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