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| frusnak |
Posted: Wed Dec 07, 2005 3:39 pm Post subject: Cramer's recap 12/7/05...Take over up in smoke |
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 CFO

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Take over up in smoke....
Smokeless tobacco company no one cares about.....
UTS@$38.29...after hrs.$39.49...pays a dividend that yields 5.8% would be a likely take over candidate for RAI@$92.22...after hrs.$92.30...pays a dividend that yields 5.4%. Can not gain market share on MO@$72.00...after hrs.$71.95...pays a dividend that yields 4.4%. Due to the band on advertisement. Believes there is a potential for a 25 to 40% premiumon UST.
Loser in the battle between JNJ@$60.04...after hrs.$60.10 and BSX@$25.80 for GDT@$66.53...after hrs.$66.50 would most likely go after BCR@$67.07...after hrs.$68.64 target due to solid fundamentals and not subpoened for pricing in medical device manufacturers.
New truck emissions in 2007 play
VOLVY@$44.06 best of breed
PCAR@$70.86
Trucking companies are due to start replacing their fleets and could save up to 16% in purchase costs by replacing in 2006
Bullish...IBM NEM GG AAUK IRBT TROW NUE
Bearish...PBR EK CNCT TWP CHK BEAV ORB MDV VLO BLS VZ T EV MRH SCMR AV ALA CSCO
Last edited by frusnak on Thu Dec 08, 2005 2:23 am; edited 1 time in total |
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| stockmarkettips |
Posted: Wed Dec 07, 2005 7:25 pm Post subject: |
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 Investing Manager

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| I like to see Jimmy recomend a stock that is actually about something I care about and that's saving the environment and not poluting the air. I suffer from asthma so this is particularly something that concerns me. I hope volvy and pcar do well, but I'm not sure I would buy these two stocks. Anyone have more information about pcar and volvy that doesn't agree with Jimmy's enthusiasm? I would never buy a stock just because Jim recomends it, so tell me more about these two stocks if you know something. |
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| rodder4hire |
Posted: Thu Dec 08, 2005 12:08 pm Post subject: |
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Investing Manager

Joined: 04 Dec 2005
  Posts: 242 This Month: 0 Location: CT 24118.53 e$
Net worth: 60,289.93 Portfolio Value: 36,171.40 Monthly Return: -22.44% Trades this month: 2 Churn Rate: 0.00%Items
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| volvy is the medium duty and up truck division of the former Volvo. They also make stuff for the aerospace, construction, and even boating industries. Their PE ratio is about 8 and thay are at about 66% of their 12 month high. |
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| frusnak |
Posted: Thu Dec 08, 2005 12:16 pm Post subject: |
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 CFO

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