Entries for May, 2006

Lightning Round

Bullish
Energy Partners Ltd (EPL), CBOT Holdings Inc (BOT), J.P Morgan Chase Co (JPM), Citigroup Inc (C), Bank of America Corp (BAC), Checkfree Corp (CKFR), BP (NYSE:BP), ConocoPhillips (NYSE:COP), Chevron Corp (CVX), MasterCard Inc (MA), Schering-Plough Corporation (SGP), Pioneer Drilling (AMEX:PDC) and Hershey Company (HSY).
Bearish
Acadia Pharmaceuticals Inc (ACAD), Wachovia (WB), William Wrigley (WWY) […]

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Am I Diversified

The first caller’s holdings were Halliburton (HAL), Walt Disney (DIS), Rite Aid (RAD), Bancolombia SA (CIB), and Grey Wolf Inc (GW). Jimbo likes HAL, RAD, and CIB but he likes CBS Corp (CBS) more than DIS. Jimmy thinks that GW and HAL do a bit of sector overlap so he told the caller to sell […]

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Top 5 Emerging Market Plays

Third world or more politically correct, emerging markets, were “en fuego” until three weeks ago. Jim talked about Zambia a bit but now we have a selloff. Is this a buying opportunity or a sign of a hurt market. When the Fed raises rates this would signal a kill off of emerging […]

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Stop Trading

Jimbo was bullish on inside buying at Chesapeake Energy Corporation (CHK) and he thinks this is a signal that natural gas could bounce higher. In particular, buying by Chesapeake CEO Aubrey McClendon is bullish. “I’m going with him,” Jimmy said. “He has historically been very astute with his buying.” Jimbob made bullish comments about […]

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Radio Recap

Technical AnalysisJimmy was out with comments on how the market is trading off of technical analysis. This is an amazing development because Jimmy has been a constant hater of TA even calling it voodoo. Nice to see Jimbo finally telling the truth. “Whenever there is volatility, investors look for any totem … anything that […]

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Lightning Round

BullishHalliburton (HAL), URS Corporation (URS), Enbridge Inc (ENB), Cedar Fair L.P. (FUN), NYSE Group Inc. (NYX), Nektar Therapeutics (NASDAQ:NKTR) Hain Celestial Group Inc (NASDAQ:HAIN), Comcast Corp (CMCSA), Anheuser Busch (NYSE:BUD), PepsiCo (NYSE:PEP), Bank of America Corp (BAC), Citigroup Inc (C), Crystallex International Corp. (AMEX:KRY) and VeriFone Holdings […]

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Transmeridian Exploration

Transmeridian Exploration (TMY) CEO Lorrie Oliver joined Cramer today. TMY has a oil exploration and production business that operates mainly in Kazakhstan. TMY is undervalued according to Oliver and he thinks the political situation in the world supports growth. Lack of knowledge about TMY has hurt them but they continue to grow […]

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Wireless

Wireless home routing is the next big thing Cramer wants to play. Netgear (NTGR) is the best of breed in wireless Web as well as Internet phoning growth. They have a high cash position and market share is growing. NTGR made hooking your phone to the Internet easy Cramer called them “the […]

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Kinder Morgan Inc and Enbridge Inc

It has been reported that Kinder Morgan Inc (KMI) is going private and last week Cramer recommended the stock and it has gone up 18%. He called this the “largest leverage buyout ever.” The CEO has built this into a powerhouse and the pin action will lead you to Enbridge Inc (ENB). […]

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Lack of Leaders

Today Jim started the show by frying up bulls. This is the worst day he has ever seen because there is no good reason why the market is down. He said, “don’t run and hide.” In a terrible market you need a great leader and right now there isn’t one. All […]

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