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| Jim Cramer's Real Money Radio - no link w/ thestreet.com |
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| Grimreaper |
 Posted: Fri Jul 08, 2005 3:48 am Post subject: |
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CFO
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Cramer up to date:
SHLD 135
GOOG 275
TIBX 7.25 (still a hold per last night's show by virtue of rule 7  )
MLNM 9.30
Closed trades:
HAL 46.00 out at 49.21 +6.98% less brokerage fees
DUK 29.00 out at 29.80 +2.76%
CPN 3.50 out at 3.71 +6.00% |
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| freeye |
| Posted: Fri Jul 08, 2005 6:04 am Post subject: Cramer exact quote intepretation (HAL) still best in space. |
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Investing Manager
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interpreting a jim cramer radio show quote:
jim cramer exact quote from his radio show.
"i actually like this business as i told people last week i felt that before i
went on vacation i thought fluor corporation is the best engineering
construction play other than and here i go i'm going to talk about a stock
here that is action owners oriented that i've been selling some which is
haliburton, maybe that's a story in itself i've sold some haliburton,
because one of my disciplines is bulls make money bears make money
and pigs get slaughtered, and man was i ever feeling piggish"
freeye interpretation:
my interpretation of the exact quote given above is that jim cramer still believes that haliburton, (HAL) is a best investment in the engineering and construction space and that he is just taking a little money off the table.
what this may mean to the listeners of his radio show is if you too are feeling a little piggish when it comes to haliburton, (HAL) then you too should take a little money off the table.
what this also may mean to the listeners of his radio show is that if you have just established a position recently and do not have a large profit in it yet... that you as an investor in haliburton, (HAL) should continue to hold the position... no stock sales needed at this point.
the part about fluor corp. (FLR) may mean to the listener of his radio show that if you need a second position in the engineering and construction space then fluor corp, (FLR) would be the second best choice right after haliburton, (HAL).
well that's my interpretation.
does anyone else see it differently?
freeye |
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| Grimreaper |
| Posted: Fri Jul 08, 2005 7:05 am Post subject: |
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CFO
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| I see his call on all of the oil stocks as a sell, even though he pressed the bull button on just about every oil stock that came up during the lightening round, I wished he had said hold like he did with TIBX when a caller axed about it, but he did say sell, so it is a matter of waiting for him to give an across the board buy call on all of the oils or HAL and DUK in specific during a future show, if past history dictates what will happen it shouldn't be too long of a wait it was actually a good call, the oils will probably head lower which may cause the Naz to confirm the last price top at 2106ish, I don't think there is going to be a safe haven based on the way things are now setting up, so Cramer's buy call on anything is going to be interesting to watch. |
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| freeye |
| Posted: Fri Jul 08, 2005 7:21 am Post subject: |
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Investing Manager
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grimreaper :
did you even listen to the jim cramer real money radio show yesterday?
i'm kind of wondering since he had no llightening round on his radio show yesterday, it was "stump cramer" day.
thanks!
freeye |
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| Grimreaper |
| Posted: Fri Jul 08, 2005 7:38 am Post subject: |
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CFO
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| Nope, I don't listen to his radio show, the advice he gives on Mad Money will prove bad enough over time, no need to compound it by listening to even more garbage, I wonder if he has a clue where his favorite tech stock INTC is gonna end up |
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| freeye |
| Posted: Fri Jul 08, 2005 8:20 am Post subject: This is the Jim Cramer Real Money Radio Discussion Topic |
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Investing Manager
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grimreaper:
now you have me curious;
... if you only watch the jim cramer mad money cable television show... then why don't you regularly post your jim cramer mad money posts on the jim cramer mad money radio show discussion topic then?
freeye |
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| Grimreaper |
| Posted: Fri Jul 08, 2005 8:26 am Post subject: |
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CFO
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Because I have the results of the 6 picks of his I was following on a different board, we only need one Cramer board actually, you started a new board cause I think you was skeeered he was comin after ya or sumthin, doanchu worry little buddy, if Cramer shows up you jus step behind da Reaper, I'll squash da little bugger like a grape!  |
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| freeye |
| Posted: Tue Jul 12, 2005 8:07 am Post subject: The Jim Cramer Monolog - says "Its Time to Love the Bul |
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Investing Manager
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monday 7/11/05
this is a nearly word for word text of jim cramers top of show monolog. i have only added the ticker symbols and broken text for paragraphs to try and make it more useful to the readers.
please copy and paste the section you wish to make comments on or interpretations into your reply post.
jim cramer has made a number of bold assertions that are likely to challenge the way you are thinking about the current market.
if you are here to learn something about investing you really need to consider putting some of your thoughts into a post and attempt to defend your views against others questioning of your thoughts. otherwise it may take much longer.
if you think about it for a moment, time is the most valueable thing any of us have.
attempting to interprete cramer is likely to give you many opportunities to learn so feel free to jump right in no matter what level of learning you are at, you're all welcome here.
the cramer monolog:
"here's a statement that i haven't made unqualified in 5 years. good news matters. that's right good news matters, for the longest time, since the market peaked in 2000, good news didn't necessarily matter. you could have great news about a drug or movie or a book, great news about a book, great news about a product or technology. it didn't matter, it didn't affect stocks, if people had a great website it didn't matter, if people had a good experience at the mall it didn't matter.
now it's mattering. it's like a rebirth of this market. you get a nice box office from fantastic 4, instead of yawning people actually go out and buy the stock of marvel, (MVL).
think benefits, you get a good number from toyota selling alot of hybrids like the one i bought and the stock goes higher,
you get a great number from lowly worm alcoa, (AA) and people forget how many times it disappointed and just go down and buy the stock of (AA).
you hear good things from intel, the stock i own personally for actionowners.com, what happens the stock moves up it doesn't just do nothing.
maybe it's time we admit, maybe shout, maybe jump up and down and proclaim that we have a great tape. that's right... a great tape. meaning that the translation of the good news on mainstreet is turning to higher prices on wallstreet.
i always end my show with if there's a bull market somewhere i promise to find it just for you. maybe it's time to admit there's a bull market somewhere and it's right in front of us. maybe it's time to learn to stop worrying and to love the bull.
and what are the implications? how about buying pepsi, (PEP) or buying yahoo, (YHOO) or buying abbot labs, (ABT). all three report this week all three should have good numbers.
i think pepsi, (PEP) snack food division is doing fabulously, yahoo, (YHOO) i bought the stock last week for actionowners.com, it's down 6 straight points, even though, i think business is better than expected. abbot labs is the only drug company i follow that doesn't have litigation risk so when it has good news people don't look through it to find bad.
... and good news does matter. people are yawning when i mention some of these stocks. maybe they should be buying.
why not buy ahead of them? why not take advantage of the fact, however momentary, that the rigs in the gulf weren't hit? buy some of those oil stocks that are coming down, they don't stay down for too long, no... not at all. why not take advantage of the fact that you paid $2.68 at the pump if you're like me and buy tesoro, (TSO) or valero, (VLO) rather than just complain.
or how about the fact that when toll bros. (TOL) split, ... it just split. and what happened, in the old days we would just be yawning again, now toll bros. (TOL) splits on no new news it jumps and it jumps huge. because now it's capable of being bought for a little less, even though we know that a split is simply splitting a stock, creating more stock doesn't create more wealth... but in this market its hard to buy toll bros., (TOL) it's at $100... now it's at $50. i hit up the news on (toll). what's the only news that happening on (toll)?... insider selling, bob toll has sold 100,000 shrs. bruce toll has sold 300,000 shrs of toll bros, (TOL). and what has the stock been doing? it's going higher.
that's bull market activity.
no this doesn't mean we should go out and start buying stocks like warner music, (WMG). i mean that's a dog and it's going to stay a dog.
doesn't mean i suddenly like litigation tarnished companies or companies that pay $40 mil. to nobodies like morgan standley, (MWD) just did, when they paid off those guys.
nor does it mean we should just go out and buy any old thing that's down alot. there's alot of companies that are down for good reasons and we don't want to suddenly foment higher prices when they don't or are not merited.
and again i give you the example. why should i go out right now and necessarily buy a company that is blowing up?
able labs, (ABRX) ...yeah able labs. if you don't know able labs it's a stock that i have warned against repeatedly here. they just got a new ceo and then he just left.
but it doesn't mean we should take off the hair suits,
... we should stop fretting about which analyst is going to be the first to say that google, (GOOG) can go to $400.
it does mean that we should suspend, some of the, not the critical faculties, we should always be sceptical... but we should suspend some of the cynicism, we should stop hating analysts, because analyst can move stocks in this environment,
... we should stop giving the cold shoulder to retailers, just because oils up and we should stop fretting about the housing bubble and start making money again.
dreamworks, (DWA) reports a bad number and the stock is down $3.50 no don't buy dreamworks up. there's some problems in... obviously the recorded music business, there's obviously some problems in the tv business and unfortunately their's some problems in the radio business.
i don't necessarily want to go out and buy alot of bank stocks. i mean the federal reserve is still tightening. but the federal reserve just tightened the bad news just happened. it's not going to strike again.
what am i saying? i'm saying that when we know that good news is on the horizon, in the sense that we have well managed companies, that have historically reported good numbers and nobody has cared we ought to start caring and we ought to start caring now.
the action i expect in pepsi, (PEP) in yahoo, (YHOO) in abbot labs, (ABT) is action worth betting on and when we catch a down-grade on a mcafee, (MFE) i ignore the down-grade, or when a lock-up expires on a gold kiss and the stock goes down $2 bucks, that's an opportunity it's not something we should run away from.
yeah... it's a different mind set. i used to say it in my hedge fund that it is glass half full time, right now though i think it's glass 2/3 full time.
how do i know these things?
proctor & gamble, (PG) gets up-graded by pru. it goes up a $1. amgen, (AMGN) gets up-graded it goes up $5.
this is different activity ladies and gentlemen, its positive activity and i need you in... not out ... of this market.
end of monolog.
let the interpretations begin!
p.s. the below was also talked about on todays show 7/11/05 monday
"with oil coming down, i don't think you're ever going to get frankly
gigantic declines in the oil stocks in 2005.
i think you're going to get little opportunities, like we're having right
now, which i would tell you that in encana, (ECA) down 0.78 cents, i own
for actionowners.com;
would i buy the stock right here, encana, (ECA)?
yes!, if i didn't already own it."
freeye
Last edited by freeye on Tue Jul 12, 2005 2:56 pm; edited 2 times in total |
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| Grimreaper |
| Posted: Tue Jul 12, 2005 12:36 pm Post subject: |
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CFO
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Crmer update:
We own:
SHLD 135
GOOG 275
TIBX 7.25
MLNM 9.30
Closed:
HAL @ 49.21 with a 6.98% gain off a buy at 46.00
DUK @ 29.80 with a 2.76% gain off of 29.00
CPN @ 3.71 with a 6.00% gain off of 3.50 commission costs not included on closed trades.
Today we will add INTC bought at 26.00 to the watchlist as well as LSI which received a buy call today at 10.10, just cause Cramer is so very bullish on tech. |
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| freeye |
| Posted: Tue Jul 12, 2005 2:44 pm Post subject: |
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Investing Manager
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grimreaper:
on todays radio show 07/12/05 tuesday
lsi logic, (LSI) was not recommended as a buy, so i can not confirm it as a buy.
intel, (INTC) was part of a long list of stocks that may do well since best buy, (BBY) is ramping up right now and it carries many intel products.
i believe your evaluation of the value of following jim cramers stock picks is seriously flawed and you have neglected to give any direction on how an outside observer may be able to verify for themselves each of the buys and sells.
if you are able to do this then your test may have some real value.
i would be happy to assist you in developing a test that may be independently verified by an outside observer if you would like me to.
wouldn't you like to to do an evaluation that may have some real value when it is completed grimreaper?
thanks for trying!
freeye |
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| cwing |
| Posted: Tue Jul 12, 2005 5:07 pm Post subject: |
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I watched the show tonight in the lightning round it was hard to tell if he said buy or not to buy  I tried to make a list so i could keep track of this stuff but I gave up after the 4th caller. Marvel caught my eye at the end of the show b/c I am a comic book fanatic and love the movies they put out. I just don't know about investing in them. I will have to take a look and read some more about it  |
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| jumbojack |
| Posted: Tue Jul 12, 2005 5:19 pm Post subject: |
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Investing Sr. Associate
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| Grimreaper |
| Posted: Wed Jul 13, 2005 1:58 am Post subject: |
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CFO
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| Oooops, sorry Freeye, I'm still using this board for my test since that's where I logged the previous trades, I doan think most fokes will mind though, it's all Cramer any way ya look at it I mentioned the reason for the 2 new adds at the Mad Money board, to reiterate, JC's a desk poundin, mouth foamin, mad lunatic on tech, so we hads to put a tech into the test, I chose INTC cause it's his fav, and I even gave him his original buy point, and LSI because he said to buy right here right now, let's see how he does on this highly realistic test I am doing, a test that can be verified by outside observers simply by listening to JC himself, sorry to ruffle yer feathers there ole chap, the good news is that I don't think we will have to wait too much longer to complete this test |
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| freeye |
| Posted: Wed Jul 13, 2005 6:21 am Post subject: No Record of Jim Cramer LSI Logic, (LSI) Buy Call |
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Investing Manager
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thanks jumbojack!
unless i'm mistaken... the realmoney wrap-up page has no record of the LSI buy call, thus my request to grimreaper to provide verifiable proof that jim cramer actually made the buy call on the show he said it did.
so far the only proof he is able to provide us with is to have everyone watch the show live.
if anyone questions one of grimreapers assertions of a jim cramer buy or sell call on a particular stock... grimreaper hasn't provided a way to resolve the dispute.
and then grimreaper states that he is "doing a highly realistic test" of jim cramer's buy and sell calls.
it seems grimreaper is living in a state of "unreality"
would be interested in your view of things jumbojack, should grimreaper provide us with verifiable proof of a jim cramer buy or sell call?
thanks! if you are able to assist in anyway. |
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| Grimreaper |
| Posted: Wed Jul 13, 2005 6:30 am Post subject: |
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CFO
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C'mon Freeye, Cramer said to buy LSI last night on Mad Money, the show was on 3 times, I know you watched it at least one of the 3, are you trying to deny that Cramer said buy LSI last night? are you trying to deny your feelings for Jimbo?!!  BTW, on the same show he reiterated his buy on GLW and made a new buy call on TIE because titanium is one of the biggest components in Boeing jets, and you know how he luvs boeing, this info on TIE and GLW will be more evidence to prove my last statement about JC, GLW and TIE definitely will not double before they get cut in 1/2, they might well get cut in half during the coming market salamie though let's see how long it takes for him to say sell when somebody inevitably calls about them during lightening round, we won't make em part o da test though |
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