Cramer's Rants / Stockl's Lemons

[billyjoe]

Cramer 8/14/06

Outdated rerun

Stocklemon---nothing new

Sharesleuth---nothing new

---------billyjoe

[billyjoe]

8/15/06 stocklemon

Stocklemon reports that HSOA filed S-3 registration to sell 5 million shares through insiders 2 hours before issuing a seemingly excellent quarterly report. Upon close reading it appears that HSOA has booked over 40 mil. of revenue for work not yet done from CHYS.OTCBB a company with a shady cast of CEO and other officers. HSOA's p/e has more than doubled in the last 2 years as has it's number of shares. Stocklemon believes HSOA formerly HOM is a house of cards ready to fall.

------------billyjoe

[billyjoe]

Cramer 8/16/06

Fast food companies. BKC screwed up their IPO by missing the first quarter numbers after IPO. They are not innovative and are in a saturated market. WEN is better but ruined a potential winner that could have rivaled McDonalds Chipotle. MCD does 50% of their business outside the US with 5% growth internationally and actually does well when the dollar falls.

Monsanto MON is a misunderstood company hated by Wall Street. They bioengineer corn and soybean seeds so they are actually a biotech company. They will grow approx. 25.4% next year and corner the market in improving corn seed (ethanol) and more importantly soybean seed (biodeisel).

Hates : BKC WEN VG

Likes : MCD MON AMX ORCL NWS LOW

----------billyjoe

[billyjoe]

Cramer 8/17/06

Worst CEO's Honorable Mention : DELL--Rollins , MMM--Geo. Buckley

Worst 5 CEO's. Firing or resignation of any of these 5 would lead stocks to a 5-10 point gain. Addition by subtraction.

1. MMC---Cherkasky
2. AVP---Andrea Jung
3. BOC---Ronald Zarella
4. HD----Bob Nardelli
5. BMY--Peter Dolan

Hates: AOC MMC MRH

Likes: HSY AIG MET

---------billyjoe

[billyjoe]

Stocklemon 8/17/06

Interoil : IOC This may be more of an indictment of Raymond James than IOC.

IOC has recently lost it's CFO, has audit problems , and lost 15mil. last quarter. They are drilling 8 exploratory wells in New Guinea , the first 2 were dry. They are 296 mil in debt with 30% of that this year alone. Despite all this , Raymond James refuses to downgrade them from an outperform rating. Raymond James est. Q4 2004 --loss of .02 actual loss .12. 2005 est. +1.25, actual -.85. 2nd quarter 2006 est. .02 ,actual--loss of .60 still no downgrade.

-----------billyjoe

[IIC]

Stocklemon 8/17/06

Interoil : IOC This may be more of an indictment of Raymond James than IOC.

IOC has recently lost it's CFO, has audit problems , and lost 15mil. last quarter. They are drilling 8 exploratory wells in New Guinea , the first 2 were dry. They are 296 mil in debt with 30% of that this year alone. Despite all this , Raymond James refuses to downgrade them from an outperform rating. Raymond James est. Q4 2004 --loss of .02 actual loss .12. 2005 est. +1.25, actual -.85. 2nd quarter 2006 est. .02 ,actual--loss of .60 still no downgrade.

-----------billyjoe

Geez...almost had a heart attack...Hope nobody gets that mixed up w/ ICOC

[Rob]

Cramer 8/17/06 . . . Worst 5 CEO's. . . . 5. BMW--Peter Dolan

Billyjoe, I think you meant BMY, Bristol-Myers Squibb. I happen to know this because Bristol is ImClone's Erbitux marketing partner.

[billyjoe]

Rob,
You are correct. It is BMY. You have an eagle eye and I can't even read my own notes.

-------------billyjoe

[billyjoe]

Cramer 8/18/06 ---Rerun

Stocklemon and Sharesleuth nothing new

--------billyjoe

[billyjoe]

Cramer 8/21/06

Shortages drive up earnings, especially when coupled with increasing demand. Shortage #1 -- oil rigs , dayrates are nearly tripled in some areas and almost nobody is making new rigs except NOV -- controls 50% of the market , are now selling what they call the "rapid rig" buy up especially under 65.00.
Shortage #2 --Lithium shortage for battery useage . Recent DELL /SONY recall creates instant need for 4mil lithium batteries . SQM controls the production
Shortage #3-- Nurses-- cannot produce them fast enough , go with AHS

HATES : WFR NFLX CBG UPS JOSB BCRX VG TLAB

LIKES: DVN HOG SPLS HAL AVY NBR SAY ERTS NOV SQM AHS

---------billyjoe

[billyjoe]

Cramer 8/23/06

TWX-- currently stuck at 16 , Cramer doesn't think much of CEO Parsons , but says Parsons can make TWX a 26 dollar stock in the following way.
1. sell AOL maybe to MSFT --value $2 / share
2. sell filmed entertainment division-- value $3 / share
3. sell HBO to Viacom--value $4 / share
4. sell basic old time cable possibly to CBS -- value $6 / share
5. Keep premium cable division -- value $11 / share
6. turn magazine division including People into charitable trust, great PR

TWX is currently spinning it's wheels buying back stock with 20 bil. in borrowed $

CSCO---the ultra broadband play. Companies need CSCO's products to cash in on the triple play of cable/internet/phone. CSCO controls 50% of the cable modem termination system. Price is ready to go from 21 to 25

HATES: TWX JNPR VSE VIP ZUMZ INTC TGT

LIKES: NWS CSCO SIRI MET PDX CME

Stay tuned for new reports from Stocklemon and Sharesleuth

-------------billyjoe

[IIC]

No recent reports from Stocklemon...so to make up for it I will pick a stock to pick on:

IIC's Loser's Watch List:

CHS...It's over...it's done...it's gonna tank


Actually it already has tanked...but it is gonna get worse.

Now, let's see if my indepth report has any influence on the stock price tomorrow???

[billyjoe]

But Doug,
There is a new update from stocklemon on IOC dated 8/23/06. In three years they have not found a barrel of oil reserves in Papua New Guinea. They are hundreds of millions in debt with no product in sight.They are now trying to find natural gas. Perhaps the best source would be through their financier Carlo Civelli of Clarion Finanz AG. Here's part of his record of busted Canadian companies:
1. Arakis Energy--couldn't find oil in the Sudan
2. Pinewood Resources-- couldn't find oil in Ethiopia
3. Mamix Resources-- couldn't find oil in Myanmer (Burma)
4. Degratia Mining--infamous fake "gold mine" stock



Sharesleuth update on Xethanol -- 8/23/06 Xethanol CEO has been replaced by a former executive from United Energy UNRG--OTCBB headquartered in New Jersey. UNRG in 12 month period ending this March had revenue of .5 mil and net loss of 10.8 mil. Five former associates of United Energy now are major shareholders in Xethanol. Perhaps these great minds working together can solve the energy crisis.

------------billyjoe

[IIC]

But Doug,
There is a new update from stocklemon on IOC dated 8/23/06. In three years they have not found a barrel of oil reserves in Papua New Guinea. They are hundreds of millions in debt with no product in sight.They are now trying to find natural gas. Perhaps the best source would be through their financier Carlo Civelli of Clarion Finanz AG. Here's part of his record of busted Canadian companies:
1. Arakis Energy--couldn't find oil in the Sudan
2. Pinewood Resources-- couldn't find oil in Ethiopia
3. Mamix Resources-- couldn't find oil in Myanmer (Burma)
4. Degratia Mining--infamous fake "gold mine" stock



Sharesleuth update on Xethanol -- 8/23/06 Xethanol CEO has been replaced by a former executive from United Energy UNRG--OTCBB headquartered in New Jersey. UNRG in 12 month period ending this March had revenue of .5 mil and net loss of 10.8 mil. Five former associates of United Energy now are major shareholders in Xethanol. Perhaps these great minds working together can solve the energy crisis.

------------billyjoe

Billy...I rely on you for those updates...I elected not to receive those email updates because I thought you'd be Mr. Timely on the reports...Guess I was wrong

C'mon Billy...We count on you to be the 1st to report the dirt....But I'll tell ya one thing...Chicos doesn't know what women want to wear to impress guys like me anymore...Not that I'm really influenced by what women wear anyway....Just like when I BASHED TRUE RELIGION in January with this...."My wife's Badonkadonk looks just fine in her $25 Lee Jeans"

[IIC]

CHS...down over 20% today...didn't know I had so much influence...LOL