Entries for November, 2005

Lightning Round

Bullish
JDSU (JDSU), McAfee (MFE), Broadcom (BRCM), Motorola (MOT), Garmin (GRMN), Goldman Sachs (GS), Target (TGT), VeriFone Holdings (PAY), Goldcorp (GG), Anglo American […]

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Random Talk

Audience portfolio’s discussed:
Gymboree (GYMB) - Hold.
Diamond Offshore (DO) - One of Cramers favorite drillers.
Medco Health Solutions (MHS) and UnitedHealth Group (UNH) - Bullish.

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Boots

Still to low at Wednesday’s closing price, a holiday play is Deckers Outdoor (DECK) which makes Uggs. This stock has been a “house of pain” and failed to deliver but the shorts are pressed too hard and the stock dropped much further than it should have. The price to earnings is about 10 times, where […]

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Lighting Round

BullishMicrosoft (MSFT), VeriSign (VRSN), PepsiCo (PEP), Caterpillar (CAT), Apple Computer (AAPL), ACE Cash Express (AACE), Quidel (QDEL), UnitedHealth Group (UNH), Legg Mason (LM), Google (GOOG), ResMed (RMD), Agilent Technologies (A), United Parcel Service (UPS), Evergreen Solar (ESLR), Chico’s FAS (CHS) and Walt Disney (DIS).BearishMerck (MRK), Andrx (ADRX), DaVita (DVA), Fiserv (FISV), Bottomline Technologies (EPAY) and […]

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Castle Of Money

Cramer is bullish on Crown Castle (CCI) and he had the CEO John Kelly via phone on Mad Money tonight. Cramer asked Kelly if the bull market in cell-phone towers is sustainable.Kelly said it is. Cramer asked if CCI’s stock buybacks are working “or should you be giving us dividends? Should you be doing something […]

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Slovenia Plays

Cramer was bullish on Centeral European Media (CETV) tonight because he feels that the move by Harrah’s Entertainment (HET) to build a casino there has made the region investable. But, Harrah’s Slovenian casino won’t be finished until 2008, too far off to make Harrah’s a play on Slovenia, he said. And, it’s too hard to […]

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Fat Money

Cramer was bullish on Becton, Dickinson (BDX) tonight. Cramer stated that he read how people are too fat for injections and need longer needles to get the job done. Cramer thinks hospitals will need to buy longer needles and that’s good news for BDX. Cramer also likes BDX’s products for weight gain and aging, he […]

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Dirty Money

Cramer is bullish on CACI International (CAI) tonight. Cramer thinks that CAI is a good play off the news that Republican U.S. Rep Randy Cunningham accepted $2.4 million in bribes. Cramer said private defense contractor MZM has been implicated in the bribery scandal and that Congress may have to cancel possibly tainted contracts with MZM […]

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Radio Recap

We are in a mixed market and this is perfect for bulls says Cramer to start his radio show. Bears were out in force on Monday due to holiday sales over the weekend coupled with the housing sell off over concerns about the number of unsold homes. Tuesday they were quiet amidst reports of better […]

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Lightning Round

Bullish
NitroMed (NTMD), Amgen (AMGN), Powerwave Technologies (PWAV), Chesapeake Energy (CHK), PetroQuest Energy (PQUE), Ameritrade (AMTD), National City (NCC), Commerce Bancshares (CBSH), Commerce Bancorp (CBH), JDS Uniphase […]

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