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| jumbojack |
 Posted: Tue Jun 28, 2005 10:50 am Post subject: |
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Investing Sr. Associate
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| Grimreaper |
| Posted: Tue Jun 28, 2005 12:16 pm Post subject: |
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CFO
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Ooooops! what a difference a day makes! Cramer just reiterated his buy on CPN from last week on yesterday's show, which of course drove the frenzied idiots into it today, now all of a sudden he is saying sell on CPN tonight in order to get his flock of fools into HAL, which is actually going to lose more percentagewise than CPN is!  don't ever let anyone tell you that Cramer isn't good for the brokerage industry, and for chiropractors too!  his buy on CPN came in at 3.50, we'll wait for the opening price to see what it gets our fine feathered friends listening to this  , luckily it was only a 1 share purchase! |
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| freeye |
| Posted: Tue Jun 28, 2005 1:07 pm Post subject: |
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Investing Manager
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6/27/05
expectations are changing, from bullish to bearish, and this is good.
remember it is an expectations game we play.
we need a lower us dollar for my thesis to play out.
reasons for a rally:
a. decline in oil prices.
b. sign from fed. its done raising rates.
c. good earnings news.
d. some relief in iraq.
tried and true rules:
a. market is not oversold enough to stop a serious decline.
b. oscillators - measure selling pressure.
c. federal reserve meetings
d. 1/3 rule
1/3 = done going down: a. oil stocks
b. oil related stocks
c. oil service index stocks (BHI), (SLB)
d. health care cost containment stocks (UNH)
e. health care hmo's
f. health care cheaper drug stocks
g. technology stocks (MOT) buy @$18 (INTC)
note: this is the time of year to buy tech. use weakness to buy
these and they should do better than a basket of retail
stocks.
1/3 = can see the bottom: financials (C), (GS), (MWD), (BSC)
defensive stocks (MO) yield 4.5%
$63-64 bottoms.
note: bottoms on the 2nd 1/3 should come later this week.
1/3 = no bottom seen in these yet: a. retail (KSS), (URBN), (AEOS),
(ANF), (HD), (FD), (LOW)
(URBN) could go back to $50 from $55 now.
note: look for people to sell these stocks on the good news
sales numbers end of next week. get ready by selling these
names now and then buy these back when they get sold off.
action owner.com: portfolio time frame is 9 months and jim cramer thinks
technology stocks will be up within this time frame.
freeye disclaimer: it your job to protect yourself, its not my job; it's your job to make yourself money it's not my job i'm just trying to learn a little something from jim cramer and i post what i think is important from his shows; i just want everyone that reads these posts to do their own homework.
Last edited by freeye on Fri Jul 01, 2005 2:46 pm; edited 2 times in total |
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| freeye |
| Posted: Tue Jun 28, 2005 1:20 pm Post subject: |
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Investing Manager
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6/27/05
quote from the jim cramer real money radio show:
" you shouldn't just buy it because i say it... buy it because it sounds
intriguing and you have done the work."
"so when the stock goes against you, which it will, that you will buy
more and not just give up and sell."
jim cramer said the above quote as part of a response to the question:
Q. is it right that stocks jump when you say you like them?
freeye
Last edited by freeye on Wed Jun 29, 2005 8:07 am; edited 2 times in total |
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| Grimreaper |
| Posted: Tue Jun 28, 2005 1:33 pm Post subject: |
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CFO
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A super good show tonight! don't you think, Freeye? basically anything can happen in the general markets if crude oil continues to fall, including GOOG working its way up to Cramer's 350 target, because it all depends on how the masses interpret falling crude prices, is it good for the conumer and thus for the economy? or are lower energy costs bad for the consumer and thus bad for the economy?  yet Cramer is willing to go out on a limb and outright adamantly state that the time is now to buy oil stocks because he is soooo freakin stubborn, plus he obviously believes that higher oil prices will be good for tech stocks too! did you ever see the movie Tommy Boy? there's a scene in the movie where Richard smacks Tommy over the side of the face with a 2x4 because he was too thich to feel the haymakers that were just thrown at him, that's Cramer! the oil stocks will have to be down 10% on consecutive days for him to even begin to get a clue, and he still won't say sell until they are down 50% from current levels! |
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| Grimreaper |
| Posted: Wed Jun 29, 2005 3:42 am Post subject: |
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CFO
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| Congrats to Cramer on CPN! the idiots did indeed interpret the CPN news as good so those who bought at 3.50 per JC got out on the open at 3.71, a 4.57% gain, that will probably be the highest return acheived on any of the stocks being tracked for this test! |
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| Grimreaper |
| Posted: Wed Jun 29, 2005 4:32 am Post subject: |
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CFO
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| Nice! an inventory build in crude, say goodbye to Cramer's oils this could create the blowoff top I said was possible in the Naz, let's see. |
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| Grimreaper |
| Posted: Wed Jun 29, 2005 5:31 am Post subject: |
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CFO
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| Hmmmm, you would think that with GE having an aerospace division (and falling crude should be good for GE aerospace) and CNBC being a division of GE that CNBC would be parading some anal-ysts on with a negative outlook on oil and the oil stocks, not so however, since the crude report we have seen 3 anal-ysts so far who continue to state their bullish long term outlook, translation? this fall hasn't even begun yet! you will not see the anal-ysts turn negative on crude until the move becomes obvious, they will then say sell, that will create a freefall in the stocks which will of course setup a short term buy opportunity, and another long term shorting opportunity, for those of you who wish to learn more about how these anal-ysts work this is a great opportunity for you since you are catching a long term top where 95% of the investment community is bullish. |
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| freeye |
| Posted: Wed Jun 29, 2005 8:58 am Post subject: sell todays bounce 6/28/05 buy tech. sell off 1st 2wks july |
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Investing Manager
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6/28/05
this is the bounce ahead of a sell off. this is the sell off where you need to be buying technology stocks. (MSFT), (INTC).
look for weakness over the next 2 weeks.
get 1/2 position on now and buy other half in september if markets get hammered.
only 1 fourth quarter in past 11 years where there has been serious declines in technology all the rest have been great opportunities.
over the next 2 months, there are so many products cycles in technology, you should feel terrific about being in technology, (INTC), (MSFT). i feel very strongly that this is how you should play it, and not look at the september charts.
est.
est. est. share
google, (GOOG) eps pe price
=== === ====
$7 x 50 = $350
note: jim used ebays' pe for this estimate.
(GOOG) been down 84 days out of 216 trading days since it went public,
buy in on weakness after thursday 6/30/05 may be another 84 trading days over the next year like there has been since it went public.
note: google just started a new source of income that will compete with
mapquest.com... it seems much better than mapquest for one it is
more interactive.
http://maps.google.com/
intel, (INTC) is about to crush advanced micro devices, (AMD) with price cuts.
use weakness in oil to buy them until they get to 10% of the s&p 500 @ 9% right now so 10% yet to go.
sell (AMD) advanced micro devices
sell (GS) goldman sachs
buy (XTO) xto ebergy
sell (CRN) cerner corp. (take 1/2 off table on 6/29/05)
hold (RD) royal dutch yield 3.5%
switch (AYE) allegany energy to duke energy, (DUK) a favorite
(EBAY) $2 down $6 up... better fish to fry.
buy (YHOO) yahoo... jim has been buying this one.
buy (WYE) wyeth... buy on pull backs
hold (TWX) time warner
hold (SHLD) sears holdings
freeye disclaimer: it your job to protect yourself, its not my job; it's your job to make yourself money it's not my job i'm just trying to learn a little something from jim cramer and i post what i think is important from his shows; i just want everyone that reads these posts to do their own homework.
p.s. if you want to hear exactly what jim cramer said go to thestreet.com and after a simple free registration you can hear his archived shows on your computer going back a number of weeks.
freeye
Last edited by freeye on Fri Jul 01, 2005 2:50 pm; edited 2 times in total |
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| Grimreaper |
| Posted: Wed Jun 29, 2005 9:26 am Post subject: |
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CFO
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| Good! he is still saying to buy the oils, this will work out nicely, the coming selloff in the oil stocks might just get him the rally he wants in INTC and MOT, hopefully the timing on this will be purrrrrrfect, when the oils are down far enough for him to say sell and transfer the $$$ into INTC and MOT it should be the tippy top of those 2 pigs! you keep payin attention Freeye, the final mission will be to see JC take himself off the air because he won't be able to handle all of the angry callers during the Mad Money show, either that or he will have a complete nervous breakdown! |
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| freeye |
| Posted: Wed Jun 29, 2005 10:52 am Post subject: jim cramer real money stock picking discipline evaluation |
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Investing Manager
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hey jumbojack, mrinvestor, bankman, david rathbun and grimreaper
... and all others that may be interested in taking part or following along in a definitive evaluation of jim cramer's real money radio show stock picking discipline evaluation.
looks like i will start the evaluation on july 5, 2005.
at this time i will restrict any buy calls or sell calls to those heard on his radio show.
this will allow for anyone to go to the archived show on the day of the show or anytime there after to log the buys and sells and actually hear it for themselves. you really can play along on this evaluation.
since the mad money cable television show doesn't currently have an archive internet stream of the audio of the show there is no way we or mrInvestor can easily be sure of just exactly what jim cramers said and make a definitive determination on a buy or sell.
i will serve as the average investor and i will be selecting a diversified porfolio of 5 stocks and i will post the number of shares and share price after each purchase.
i'm considering selling all of my stocks and using my eInvesting account as the place where i will enter in the buys and sells.
any ideas on how this evaluation is to be conducted can be negotiated through july 5th @ 12pm est this is an extention of the negotiation time period.
thanks to MrInvestor for volunteering to serve as an impartial judge all during this evaluation.
to look at the evaluation rules they are posted on this topic by freeye
on Thu Jun 23, 2005 2:27 pm
freeye |
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| Grimreaper |
| Posted: Wed Jun 29, 2005 12:34 pm Post subject: |
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CFO
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Gotta luv Cramer's take on speculation tonight, a stock like GOOG which moved from 85.00 to 309 last year, SHLD which moved from 30.00 to 158.00 in 18 months, DUK which has doubled, those are not speculative stocks at this point, those are great long term plays to be put into your retirement account
So what do you consider a speculation Jim? "Well in Aug of 2002 I bought a basket of stocks which included, JDSU, LU, NT, GLW and by June of 2003 the entire speculative portfolio was up 40%!! HALLALUYAH!!"
Ohhhhh, I get it, all of those stocks were trading like they were about to go bankrupt back in Aug of 2002, it took discipline for you to hold them into Oct 2002 and take an additional 50% beating on those stocks before you acheived the payoff, but I think I get it, you want us to take a position in maybe something like CRAY, DDIC, XIDE, something like those under current market conditions, right Jim?
NOOOOOOOOOOOOOOOOOOOOOO! I want you to examine the balance sheets and look for something that has strong financials, like SIRI, or like AES!
SIRI, Jim?!! but SIRI keeps growing their subscriber base exponentially but they still keep losing money? and isn't AES deeply in debt?
Yeah but we are speculating here, and remember, I guarantee that when you speculate at least one of the stocks in your portfolio is going to go to zero!
LMAO!!! What a freakin jackass to the nth degree! LOL |
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| freeye |
| Posted: Thu Jun 30, 2005 5:55 am Post subject: |
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Investing Manager
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06/29/05, 6/30/05, 7/01/05, 7/05/05, 706/05
jim had a substitute host on these days so no report.
freeye
Last edited by freeye on Thu Jul 07, 2005 10:30 am; edited 2 times in total |
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| Grimreaper |
| Posted: Tue Jul 05, 2005 10:32 am Post subject: |
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CFO
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Cramer's entry points for the stocks I am following:
SHLD 135
GOOG 275
DUK 29
HAL 46
TIBX 7.25
MLNM 9.30
One closed position:
CPN 3.50 closed at 3.71 for 6% less commisions |
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| freeye |
| Posted: Tue Jul 05, 2005 12:02 pm Post subject: |
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Investing Manager
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grimreaper:
since many people do not get the cable television show and this is the radio show topic thread can you give the radio show dates of these jim cramer stock picks.
in this way people can verify them for themselves what exactly jim said as far as a long-term buy or a short-term trade on this stocks.
it is hoped that these suggestions will help you innoculate yourself from attacks on your data when you are done with your test.
freeye |
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