Cramer Alerts

Cease & Desist Letter Delivered from Cramer

2006-08-09T22:16:00.000-04:00

It appears Cramer got his band of lawyers together to sue me, unless I take this site down.

Guess what?

This site is being taken down.

I am sorry to all my readers who enjoy getting Cramer info for free. However, I am just not up to lugging my briefcase into court-- in order to defend my f'n "blog."

So, what now?

Well, you are all welcome to keep checking in.

In real life, I actually manage a large sum of money and I am confident that I can publicly embarrass myself just as often (maybe less) as the sages at thestreet.com.

Also, I have another website-- where I intend to talk plenty about the market, in reference to my own investments.

I have a fairly good pedigree and will be able to entertain and help many of you avoid massive mistakes.

Here is the other website:

http://flyonwallstreet.blogspot.com/

UPDATE: Follow up e-mail delievered by TheStreet.com:

Mr. XXXXXX-

Thank you for your response. Please forward to me the contact information for the person or entity that operates the site. That person must immediately remove and stop posting all of the content that summarizes or is substantially derived from that which appears on TheStreet.com, RealMoney.com, or Action Alerts PLUS. In addition, all references to Mr. Cramer’s name must be removed including the use of his name in the url http://crameralerts.blogspot.com.

Thank you.

XXXX XXXXXX

Buckcherry: Crazy B*tch

2006-08-09T16:22:00.000-04:00

Warning: Very explicit.

A day like today calls for one more Buckcherry.

Buckcherry: Lit Up

2006-08-08T16:16:00.001-04:00

Technical Analysis

2006-08-08T00:44:00.000-04:00

Courtesy of Alphatrends.

Blink 182: Dammit

2006-08-07T16:52:00.000-04:00

Maybe I Do Want to be a FrenchFrie

2006-08-06T23:00:00.000-04:00

Very Funny!

One Republic: Apologize

2006-08-04T16:31:00.000-04:00

Click here for clear audio version.

Have a great weekend!

U2: With or Without You

2006-08-03T17:00:00.000-04:00

Aventura: Mi Hermanita

2006-08-02T17:06:00.000-04:00

Nirvana: Man Who Sold the World (Live)

2006-08-01T16:46:00.000-04:00

Real Money Blog

2006-08-01T16:39:00.000-04:00

Gloom Permeates
08/01/2006 3:19 PM

In this article, Cramer is "amazed" over how negative the market has been. Moreover, he cites strong industries, such as commercial construction and aerospace, and exclaims: "Anything in these groups acts like its sole client is D.R. Horton..."

Cramer Morning Commentary (Video)

2006-08-01T12:24:00.000-04:00

Click on image to access video.

Real Money Blog

2006-08-01T11:59:00.000-04:00

Earnings Spin Control
08/01/2006 11:38 AM

In this article, Cramer rips VG for its bad earnings report and for management making "unbelievably positive" comments on its conference call..

Cramer elaborates: "Despite missing on every important metric, despite being cut to ribbons by the new Comcast Triple Play offering, it starts the call with the usual claptrap: "We are very pleased with our results this quarter." Oh really? I am really pleased when I lose a lot of money, too. Duh!"

Bottom line: Despite the market breaking down, Cramer finds time to rip a stock (VG) nobody owns or cares about, for-no-apparent-reason.

No Conviction in the Action
08/01/2006 11:04 AM

In this article, Cramer feels the market cannot rally because it has already rallied?

He opines: "Even though the first day of a month is seasonably the strongest day around, we can't advance here. There's too much borrowed from the rally we expect on the Fed meeting."

Furthermore, he seems thoroughly discouraged by the give-take trend of the current tape.

Finally, he declares VLO "the best if you want to play a rebound."

An Unturned Stone in Minerals Consolidation
08/01/2006 8:53 AM

In this article, Cramer cites the consolidation in the mineral space and suggests that they are right and the stock market is wrong.

Meaning: We are not going into a recession and the market is overreacting.

Bottom line: Cramer thinks FCX is the best play in the group.

Beck: Loser

2006-07-31T17:02:00.000-04:00

Action Alerts Plus: MTU

2006-07-31T16:55:00.000-04:00

Cramer is selling 1,500 of 12,500 MTU @ $13.93.

Action Alerts Plus: SGP

2006-07-31T16:54:00.000-04:00

Cramer is selling 2,500 of 12,500 SGP @ $20.84.

Real Money Blog

2006-07-31T11:42:00.000-04:00

Infrastructure Stocks Overdue for a Lift
07/31/2006 3:30 PM

In this article, Cramer says the true way to play the spike in natty and oil is buying infrastructure stocks.

He exclaims: "The only way to beat the higher cost of natural gas or oil is to build plants that use cheaper fuels, whether they be nuclear, or shale or heavy crude or bad coal. Why can't people see that?"

Bloom Is Back on Coal, Rails
07/31/2006 3:09 PM

In this article, Cramer cites the spike in natural gas and declares coal "is beginning to regain its luster."

Moreover, his picks are: BTU. ACI and CSX.

A Wells Fargo, Countrywide Disparity
07/31/2006 2:56 PM

In this article, Cramer marvels over the "tremendous disparity" between CFC and WFC valuations.

He exclaims: "Third, when the Fed is done -- and it will be shortly -- I can't imagine a better horse to be on than Countrywide. It has all of the upside of a homebuilder without that downside."

Bottom line: Cramer would buy CFC here.

Don't Bet Your Retail Bottom Dollar
07/31/2006 12:21 PM

In this article, Cramer is somewhat bearish on retail. He recommends waiting until the Fed is done-- before buying select retail names.

He exclaims: "Do you realize that every attempt to call the bottom in the retail/cyclical complex has completely and utterly failed since May 11? Can you really believe that with the gas pump going up to $3.25 a gallon that you can be positive?"

UnitedHealth May Benefit From Aetna
07/31/2006 10:41 AM

In this article, Cramer believes there will be no option backdating implications at UNH. Furthermore, he cites AET "pulling back" from price cuts as a net positive for the group.

Bottom line: "Dr. UNH" likes UNH again.

Natural Gas Deficiency Breeds Rally
07/31/2006 10:26 AM

In this article, Cramer cites the 50% spike in natural gas and declares "We simply don't have a lot of storage in natural gas, and the analysts who were so wrong at the top on this one now are fighting the increase tooth and nail..."

Cramer exclaims: "The rally you see in natural gas is real. The shorts who have leaned for months on the natural gas drillers and the natural gas players are being proved dead wrong."

NOTE: Cramer has been spot on with natty.

Limited Supply Will Keep Oil High
07/31/2006 10:08 AM

In this article, Cramer cites reasons why oil will remain expensive, such as: lack of domestic drilling, unrest in Nigeria, Venezuela and Iran tensions, lack of investment in Canadian shale oil, Mass. saying no to a giant LNG plant.

Bottom line: Cramer believes oil is going higher.

Cell-Phone Sector Offers Technology Bright Spot
07/31/2006 8:40 AM

In this article, Cramer praises the cellphone industry. His favorites are NOK, MOT and QCOM.

He exclaims: "As I looked through the financials of Nokia, Motorola and Qualcomm, I was also struck about how the expectations have been totally taken out of the group and that, even though, they rallied substantially last week, you could have something in tech to, at last, hang your hat on."

Third Eye Blind: How's It Going To Be

2006-07-28T17:00:00.000-04:00

Have a great weekend!

Action Alerts Plus: YHOO

2006-07-28T16:56:00.000-04:00

Even though he thinks its going to $15, Cramer is buying 500 YHOO @ $26.89-- upping his position to 4,000 shares.

Action Alerts Plus: IR

2006-07-28T16:54:00.000-04:00

Cramer is buying 500 IR @ $35.93-- upping his position to 6,500 shares.

Real Money Blog

2006-07-28T13:24:00.000-04:00

Tempered Enthusiasm
07/28/2006 12:58 PM

In this article, Cramer feels the market is going up due to "post-earnings period plus end-of-month mark-ups."

However, he remains cautious on the general direction of the market, ahead of the Fed meeting, although he does like the market being led by financials (up nicely today).

GS is Cramer's "favorite" stock.

Housing's Return to Rationality
07/28/2006 8:34 AM

In this article, Cramer cites the slowing housing market and believes "rationality has returned to housing."

He sums it up: "I don't want to own the homebuilders. I don't particularly care to own stocks where the estimates are too high. I have my hands filled with companies that beat the estimates but go down anyway. But the bears have to be a little more realistic, too. Housing's not collapsing. It is simply not going up in price."

Lightning Round

2006-07-27T23:37:00.000-04:00

Cramer was bullish on:

Abercrombie & Fitch (ANF), Corning (GLW), Crystallex International (KRY), United Technologies (UTX), Inco (N), FMC (FMC), Conceptus (CPTS), Pike Electric (PEC), Suncor Energy (SU), and Marathon Oil (MRO).

Cramer was bearish on:

StrataSys (SSYS), Aetna (AET), Intuitive Surgical (ISRG),Grant Prideco (GRP), Energy Partners (ETL) and Andrew (ANDW).

Mad Money

2006-07-27T23:31:00.000-04:00

Tonight, Cramer featured HAL and VLO.

Chevelle: Send the Pain Below

2006-07-27T17:23:00.000-04:00

Cramer Morning Commentary (Video)

2006-07-27T11:04:00.000-04:00

Click on image to access video.

Real Money Blog

2006-07-27T10:48:00.000-04:00

Rails Feel Cyclical Heat
07/27/2006 9:50 AM

In this article, Cramer cites weakness in railroad stocks and exclaims the selling is "just plain stupid."

Furthermore, he says the only weakness in earnings are housing related.

Retail Weakness Watch
07/27/2006 8:14 AM

In this article, Cramer cites "real weakness at the retail level," mentioning FDX and BDK as examples.

Also, he wishes the market would go down today-- in order to recognize the weakness in retail.

He exclaims: "Why should we care about retail? Because it has held up so well. Because it has been the reason why we've been able to overlook the weakness in homes and cars."

Bottom line: Cramer is cautious on this run up . His main concern is weakness in retail "because in the end that will be the Achilles' heel of this move up."

Lit: Miserable

2006-07-26T16:57:00.000-04:00

Seether: Broken

2006-07-25T16:36:00.000-04:00

Real Money Blog

2006-07-25T12:17:00.000-04:00

A Rational, Widespread Run
07/25/2006 3:37 PM

In this article, Cramer is impressed with the late day rally. He feels "The financials again are showing no credit problems." Moreover, he thinks the financials are running up in anticipation of a rate cut.

He believes GS is the cheapest.

Bottom line: Cramer likes the fact that the market shook off bad news from UPS and "serial under-performer 3M."

Oil Service HOLDRs Survive Prizefight
07/25/2006 1:24 PM

In this article, Cramer gloats over correctly saying the OIH would bounce off of #130-- now @ $138.

He exclaims: "Readers told me I didn't know what I was talking about. Traders told me I was making this stuff up. Well, here it is, Tuesday, two days later, and the index is back at $138."

Finally, Cramer reiterates his firm belief that "options tail always wags the common stock dog."

Call VoIP Industry What It Is: Nonprofit
07/25/2006 12:11 PM

In this article, Cramer cites AV's earnings as "awful." Furthermore, he points to VG as being the next "Webvan" and declares the VOIP business as a "non-profit industry."

One-Day Bull Markets Prove a Bear
07/25/2006 11:34 AM

In this article, Cramer discloses his frustration with one day spikes, exclaiming: " Enough with these one-day bull markets. They breed two-day bear markets!"

Furthermore, Cramer believes the only way to keep the market heading up is by small increments-- "50 up, 30 down."

Jacobs Leads Infrastructure Charge
07/25/2006 10:31 AM

In this article, Cramer declares JEC the "infrastructure god," after reporting a stellar quarter.

Bottom line: Cramer likes the infrastructure group, which includes: FWLT, MDR, SGR, URS, ABB and HAL.

Catching Heat for Natural Gas
07/25/2006 9:59 AM

In this article, Cramer is "angry" over the bear market NBR has been in.

He exclaims: "How come people don't understand that the storage and inventory figures for natural gas aren't like oil? They mean next to nothing. You catch a heat wave and you see natural gas go up 25%. But no. They believe because Nabors has land rigs, it should be shorted. And because Nabors has natural gas exposure, it should be bailed from."

Bottom line: The analysts who are negative on NBR are "jokers." Cramer likes the stock.

Adjusting and Readjusting Expectations
07/25/2006 9:16 AM

In this article, Cramer believes we "are done" with the pain of preannouncements and now the market should be judged on its fundamentals.

He sums it up: "Keep that in mind when you want to bail when it gets ugly again for whatever non-earnings-related reason that causes the selloff."

NOTE: ?!?!?

Schering's Downgraded But Not Out
07/25/2006 9:04 AM

In this article, Cramer, again, goes out of his way to praise the CEO of SGP, Fred Hassan.

He ridicules the Merril downgrade of SGP and exclaims: "The Schering-Plough downgrade is based on a very simple thought: The strength cannot be maintained without massive spending. My problem with this downgrade is that it gives no credit at all to CEO Fred Hassan. What I don't get is why he doesn't have any credibility with the Street after all he has done? The Street's willing to give anyone credit, for heaven's sake."

Dave Mathews Band: The Space Between

2006-07-24T17:37:00.000-04:00

Option Gremlin Caught!

2006-07-24T16:59:00.000-04:00

"It is often the options gremlins doing their work that drives things."
--Jim Cramer, July 24th, 2006

UPDATE: Adam opines.

Real Money Blog

2006-07-24T16:26:00.000-04:00

Accepting the Ups and Downs
07/24/2006 3:46 PM

In this article, Cramer seems displeased over failed rallies.

He exclaims: "can't tell what's worse. Finishing up 200 points so we immediately work off the oversold condition and making us vulnerable for the next leg down. Or selling off in the last hour, causing us to lose all heart."

Furthermore, he suggests selling into the rally. He feels the erratic market is for "trading maniacs" only.

Volatility Will Drive Away Investors
07/24/2006 3:34 PM

In this article, Cramer feels the market volatility will drive the average investor out of the market.

Again, he places the blame on ETF's, exclaiming: "I know I would sue to get out of every index possible if I were a CEO of a public company. None of them helps; they all hurt because they are creating a disorderly market."

The Down Side of Bigs Ups
07/24/2006 2:39 PM

In this article, Cramer boldly exclaims: "These up-100 days can't be trusted. They bring out too many sellers. I mean, who actually buys stocks up 100? How can you be so stupid?"

Moreover, he believes most of the buying is being done by index funds, who may be hedging themselves against an upward rally.

Bottom line: Cramer is keeping a long term approach to the market.

Don't Sell Into Artficial Weakness
07/24/2006 1:53 PM

In this article, Cramer cites NBR, UTX, SLB, COP, CVX, DVN, CAT and suggests not selling "into artificial weakness blamed on exogenous risk."

Drillers' Troubles Are Just a Derivatives Blip
07/24/2006 12:43 PM

In this article, Cramer criticizes the media for pinning the OIH "action on some extraneous event."

Cramer feels the OIH traded down last week due to "option pinning."

Furthermore, he suggests certain analysts (Merril Lynch) are swayed by overwhelming negative commentary, such as declining nat gas prices, and abruptly knee-jerk downgrade cheap stocks-- like HAL.

Cramer charges: "Of course, neither the nat-gas nor the rate-peaking was true. They were simply convenient lies told to get the editors off of writers of scripts for talking heads and for writers of copy offline."

Bottom line: Don't be fooled. Stay long oil.

Infrastructure Awaits Fluor
07/24/2006 12:17 PM

In this article, Cramer believes the infrastrucure sector is wholly reliant upon FLR's quarterly earnings, due August 7th.

Cramer declares: " I suspect its results will be fabulous."

Bottom line: Cramer really likes this group and feels the following companies will react after FLR's numbers:

ABB, URS, FWLT and MDR.

Cramer Morning Commentary (Video)

2006-07-24T12:30:00.000-04:00

Click on image to access video.

Real Money Blog

2006-07-24T11:18:00.000-04:00

Finding Value When Wall Street Won't
07/24/2006 11:48 AM

In this article, Cramer cites the HCA deal (going private) as logical, since the company "was never going to get credit for its terrific ongoing business."

Bottom line: "You have to accept the fact that the market is poorly valuing many, many companies right now. A lot of companies are simply too cheap."

Also, he praises MOT, KO and VFC.

Case Study of a Buy-Write Slide
07/24/2006 11:30 AM

In this article, Cramer rants over a FWLT option conspiracy.

He theorizes: "The dealer doesn't want to be caught long 1,300 calls of something he knows nothing about. So what does he do? He shorts common against it. That way he has a neat position, short common and long call. The stock cracks, he wins. The stock goes up, he's protected."

Bottom line: "It is often the options gremlins doing their work that drives things."

NOTE: I'll leave this article for Adam to critique. If he's up to it.

Going Digital, a Necessary Hazard
07/24/2006 11:03 AM

In this article, Cramer praises NYT for "knocking the cover off the ball" in its internet division. Moreover, Cramer applauds SSP for being "one of the most advanced companies out there for the Web."

However, in both cases, he feels their core business' dwarf the growth oriented internet divisions. He suggests: "They need to make acquisitions in digital to make them grow faster, and there's not enough out there to buy."

He also applauds NWS for its internet objectives.

Finally, Cramer exclaims: "But we must accept that there is only one company that's really making big money on the Web: Google. To me this is amazing. When the Web was early in its development there was a sense that maybe four or five companies would hit it big on the Web. After last week's horrid performance from Yahoo! (although I believe that stock can go back to $30), there's only one company that made it."

NOTE: Last week Cramer suggested YHOO could trade down to $15-- now he thinks its going to $30.

Halliburton's Nonsensical Pricing
07/24/2006 9:56 AM

In this article, Cramer cites the bad tape in energy related stocks and calls it "utterly absurd."

He exclaims: "The natural gas companies know that their longevity in a world where companies are switching to coal because of natural gas's newfound unreliability depends on more drilling and an adequate long-term supply. That's why they must drill."

Bottom Line: Cramer declares HAL a buy.

The Proof's in Shering's Pudding
07/24/2006 9:39 AM

In this article, Cramer goes out of his way to praise SGP and its CEO, Fred Hassan.

"This is the second quarter that Fred Hassan, the company's remarkable CEO, has done the unthinkable...my faith in Hassan's ability to pull off a turnaround is about as high as it can possibly be...I have always felt that Hassan was first going to turn the company..."

Bottom line: Cramer likes SGP.

Tech Will Rise on Low Expectations
07/24/2006 9:24 AM

In this article, Cramer is now bullsih on tech. He cites how bad the tape has been, with regards to tech, and suggests "expectations are so low for tech, that it can be owned."

He sums it up: "But most important, I believe that the earnings estimates can now be beaten. That's how tech trades up. The estimates must be beaten. And, at last, it is possible."

NOTE: This RealMoney subscriber makes a valid point:

seeknfind said...
07/24/2006 10:54 AM
ALARMING!!!

Jimmy, Thankyou for your kind insight. However once again you BOOYAHAD one into your American Standard. This is KING HAL all over again. Weekly round up first sentence second paragraph. "TECH CANT BE OWNED" Now you post this. Did something miraculously change sat. & sun. while the market was closed? If I were a pessamistic person, I would think that you have several writers who post on your behalf, that have no idea what the other is writing. Keep up the good work Jimmy. While your having dinner on the expense account of the company that I just lost 9% off of your guidence. You are rite! Soup is the thing to buy. Top Romen is what I'm feeding my family with your 24% year over year.

Smashing Pumpkins: 1979

2006-07-21T16:36:00.000-04:00

Have a great weekend!

Action Alerts Plus: CTXS

2006-07-21T16:34:00.000-04:00

Cramer is buying 500 CTXS @ $30.07.

Action Alerts Plus: GS

2006-07-21T16:18:00.000-04:00

Cramer is buying 200 GS @ $142.49.

Real Money Blog

2006-07-21T11:54:00.000-04:00

Oil-Stock Shakeout
07/21/2006 2:58 PM

In this article, Cramer senses capitulation on trading desks. He cites major declines in stocks, such as EMR, CMI, ARG, and ITW.

As far as oil is concerned, Cramer explains: "I have no idea when stuff in the Oil Service HOLDRS will bounce. I only know that there are too many stocks trading too low for nothing good to happen. These are not debt-hobbled companies that are doing nothing good and have no cash on hand."

Bottom line: Cramer feels this is a "a first-class shakeout," with oil stocks trading as if the commodity was $40 p/b-- instead of where it actually is-- $74.

Buy Signs in Oil Service
07/21/2006 12:25 PM

In this article, Cramer cites his complicated option pinning theory on the OIH as being thrown off due to a strong quarter out of SLB. Also, he suggests there is a great buying opportunity in oil, in relation to the actual commodity.

Finally, he cites NBR as being "one of the most objectionable pieces of paper I have ever owned." However, he feels by holding it, barring nat gas going to $4 and oil to $50, he will eventually make "ton of money."

Bank Stocks Reflect October Anticipation
07/21/2006 11:01 AM

In this article, Cramer cites the upward move in bank stocks as "too ridiculous." He believes the stocks are suggesting "the Fed is going to cut rates in October ahead of the elections. They are saying that rates will go to 4% on the short end and 5.5% on the long end."

Cramer feels the group is safe.

NOTE: Ridiculous.

Selling Just to Buy
07/21/2006 10:47 AM

In this article, Cramer believes financial institutions are low on cash.

He exclaims: "They can't buy without selling, and because of their selling, they are saying to the market, we are going into a recession."

Furthermore, he believes the Fed is mandating investors sell stocks and go to cash. Or, Cramer believes institutions are selling stock to pile into PG and PEP.

NOTE: Cramer is heavy on the black helicopter theories today.

Watch for an Oil-Service Buyback Wave
07/21/2006 10:46 AM

In this article, Cramer cites oil service companies as being rich with cash. He feels they should be utilizing their cash to buy back stock.

He exclaims: "They just don't understand it yet. You need managements who understand that the market can send anything down to much less than it is worth. We have that happening now. A few weeks ago, Anadarko showed that with a bunch of oil companies. We know Xstrata's doing that with resource stocks."

Cramer believes the selloff in oil related stocks is suggesting the commodity is "$20-30 overvalued." He feels the market is wrong for selling energy stocks and wants the oil companies to step up and buy their stock back.

Bottom line: Cramer believes the oil service companies will announce buybacks shortly.

Ridiculous Overreaction
07/21/2006 10:36 AM

In this article, Cramer cites the market selloff as "ridiculous," even if we are heading into a recession.

He points to strength in MO, PEP and JNJ.

Moreover, Cramer believes you can buy stock early next week, for a bounce.

Buying Back to Keep Order
07/21/2006 10:29 AM

In this article, Cramer cites the miserable tape in oil, despite the commodity up 25% ytd. He suggests the market is selling PNRA and SBUX as if their growth is behind them.

He highlights PFE and K as being market safehavens.

Bottom line: Cramer declares the market disorderly and feels cash rich companies will be buying back their own stocks to stabilize price action.

Housing's Unneighborly Effects
07/21/2006 9:39 AM

In this article, Cramer exclaims: "Housing's so bad that it is infecting everything, including things it shouldn't affect. I understand the correlations. They make sense to me. Sell earthmovers, sell rock companies, sell sheetrock companies."

Bottom line: Cramer believes FO, MAS and ASD will be higher 6 months from now.

What's Troubling Industrials?
07/21/2006 9:14 AM

In this article, Cramer feels the railroads are most discouraging.

He exclaims: "These stocks, however, have been crushed. Just crushed. It's awful action. When stocks don't go up on good news, you're in trouble. It means that people are believing we're putting in a top on the group."

Options Pressure and the Indices
07/21/2006 8:59 AM

In this article, Cramer offers a long winded explanation on why he believes $135 will be support for the OIH. He bases his theory on complicated option strategies.

He explains: "I know this stuff is complicated. But when I say that an index is manipulated down because of the pinning, just imagine this process happening all over the place with every ETF that has options. Many people who are long calls and short the index need the indices down to make things work. They have the firepower and the protection so they do it."

Then Cramer mocks a detractor, saying: "Yesterday some wise-guy emailer told me I didn't know what I was talking about and how I was just making it up, that the pinning doesn't exist, that the index won't go down because of it. I laughed to myself and said, "No wonder I made so much money doing it." Nobody even understands or believes it. That's why I was always able to make money. If the secret had been out, I couldn't have! There would be too many players! Now the secret's out. Be my guest."

NOTE: It appears the simple emailer was right!

Smile Empty Soul: Bottom of A Bottle

2006-07-20T17:09:00.000-04:00

Action Alerts Plus: CTXS

2006-07-20T17:07:00.000-04:00

Cramer is buying 500 CTXS @ $30.82-- upping his position to 3,000 shares.

Action Alerts Plus: CTXS

2006-07-20T17:06:00.000-04:00

Cramer is buying 500 CTXS @ $30.91.

Action Alerts: IGT

2006-07-20T17:04:00.000-04:00

Cramer is initiating a new position, buying 1,500 IGT. He feels the stock can trade to the "mid-40's."

Action Alerts: NTAP, NWS

2006-07-20T16:25:00.000-04:00

Cramer is closing out a position, selling 1,500 NTAP @ $31.03.

And, he is buying 3,000 NWS.

Real Money Blog

2006-07-20T10:25:00.000-04:00

ETF Factor Weighs Heavy
07/20/2006 3:29 PM

In this article, Cramer boldly states: "if it weren't for expiration and all the pinning of these darned ETFs, I believe we might have been up today."

Furthermore, he feels short sellers are pressuring the index's lower by selling the underlying ETF's.

He blames the selloff on the ETF's calling them "rogue instruments."

Cramer sums it up: "If I were running one of these companies I would sue to get my stock out of these stupid ETFs. Instead, managements don't even know it is happening."

Heads Up! Oil ETF Hits Key Mark
07/20/2006 2:22 PM

In this article, Cramer believes the OIH will bottom at $135.

He exclaims: "It should stop here because there is so much July 135 put volume that it will buoy the index. That stuff is going on all over this place. Just watch it, we are going to bottom here."

Pressure Builds on Oil Services ETF
07/20/2006 1:34 PM

In this article, Cramer cites wild swings in stocks and attributes it to option players attempting to pin stocks at strike prices, ahead of tomorrow's expiration.

Bottom line: Cramer believes the OIH will bottom at $135.

Tech's Siren Song
07/20/2006 11:32 AM

In this article, Cramer believes the market is still defined by tech stocks.

He exclaims: "Consequently, even as the market itself treads water, people are leaving the table because of their overweighting in tech."

Furthermore, he cites tech being in "in major bear-market modes" and suggests having a diversified portfolio-- without the overweight bias in tech.

Get Stapled to the Upside
07/20/2006 10:03 AM

In this article, Cramer is now bullish on tech and not-so-bullish on consumer staples such as HSY, GIS and KO.

He exclaims: "But for the slower-growth plays, the Hersheys and the General Mills and the Kelloggs and the Cokes, those have to come in."

He feels the market will rotate out of defense into high growth. However, he would be a buyer of defense stocks that offer upside surprise capability, such as: PEP, WAG, MO and MCD.

Less Danger in Natural Gas
07/20/2006 9:49 AM

In this article, Cramer feels buying the drillers pinned to nat gas, opposed to oil, is less risky. He believes nat gas drillers will "fly" if two things occur:

The companies say there is no softness in drilling
This rally in natural gas, which is now in day three, holds up.

He exclaims: "It is amazing that the land-based drillers are almost all at their 52-week lows, even though we know that we have to find more natural gas simply because longer term we are really short the stuff and we use it in 63% of American homes."

Bottom line: Cramer believes "Once storage space is diminished from heat and storms" investors will pile into stocks like NBR and GW.

Sirius Supply Chain Blues
07/20/2006 9:34 AM

In this article, Cramer cites the downgrade on SIRI today and is "aghast." He feels his buddy Mel is not getting the credit he deserves. However, Cramer acknowledges more downgrades by analysts who are no longer willing to "champion" the stock may be in the pipe.

He exclaims: "But until Mel buys XM, there's nothing here except analysts all eager to give up on the story."

Earnings Offer Mixed Bag
07/20/2006 9:22 AM

In this article, Cramer is encouraged by robust earnings from the drug makers, like WYE. Also, he is very bullish on the banks for being "well-run money machines."

Conversly, he cites tech being "really horrendous," with the exception of AAPL.

He sums it up: "The enterprise business of tech, corporate tech spending, is horrendous, much worse than anyone thought. "

Lightning Round

2006-07-20T02:13:00.000-04:00

Cramer was bullish on:

Wells Fargo (WFC), Countrywide Financial (CFC), Grey Wolf (GW), Motorola (MOT), Nabors (NBR), Schlumberger (SLB), Chevron (CVX), United Parcel Service (UPS), Sears Holdings (SHLD) and Electronic Arts (ERTS).

Cramer was bearish on:

SunTrust Banks (STI), Avocent (AVCT), Baker Hughes (BHI), PetroQuest Energy (PQ), Baidu.com (BIDU), Washington Mutual (WM) and EMC (EMC).

Mad Money

2006-07-20T02:10:00.000-04:00

Tonight, Cramer featured UTX and CSX.

Cary Brothers: Ride (Live)

2006-07-19T17:03:00.000-04:00

Here is a clear audio version of the song.

Action Alerts Plus: MTU

2006-07-19T16:58:00.000-04:00

Cramer is buying 1,000 MTU @ $13.44-- upping his position to 12,500 shares.

Action Alerts Plus: CTXS

2006-07-19T16:54:00.000-04:00

Cramer is selling 1,000 of 3,000 CTXS @ $35.32.

Action Alerts Plus: MTU

2006-07-19T16:49:00.000-04:00

Cramer is buying 1,500 MTU @ $13.40-- upping his position to 11,500.

NOTE: Cramer mentioned MTU on his radio show today, between 1-2pm. He posted this buy alert @ 1:19pm-- putting into question whether the purchase went against his compliance rules.

A reader mentions it to Cramer:

lmwbarney said...
07/19/2006 3:55 PM
MTU

Jim, I think that you broke one of your trading rules with the MTU AA+ recomendation today. You mentioned it on the program earlier today. I sold MTU a couple of days ago. Bought it again today. No harm, no foul, just FYI.

Action Alerts Plus: TXT

2006-07-19T16:47:00.000-04:00

Cramer is selling 200 of 1,200 TXT.

Action Alerts Plus: URS

2006-07-19T16:46:00.000-04:00

Cramer is buying 300 URS @ $37.57-- upping his position to 5,000 shares.

Action Alerts Plus: YHOO

2006-07-19T16:41:00.000-04:00

Cramer admits making a mistake owning YHOO. He feels the stock can hit $25.

Real Money Blog

2006-07-19T13:43:00.000-04:00

Mark This Rally, This Day
07/19/2006 4:07 PM

In this article, Cramer reminds his readers to buy stocks "when things are so bleak."

He exclaims: "Think about it: Bernanke says he needs to look at the data to make a determination. But the data this very morning were bad! Didn't matter. We were too oversold."

Bottom line: Cramer feels the market can rally for a few days, but be careful when things get "too joyous."

Note the Banks Here
07/19/2006 3:06 PM

In this article, Cramer cites the strength in banks, despite a tightening environment.

He exclaims: "Every other tightening cycle has produced some pretty horrendous loan losses by now. Not this time. We are seeing a bunch of clean quarters that are quite encouraging."

Bottom line: Cramer believes "this time is different" and we are in a "terriffic" banking environment.

So Dark the Con of Fed Belief
07/19/2006 2:22 PM

In this article, Cramer is "clinical about this rally." He feels the market will run until its overbought, then "it is done again."

He exclaims: " I heard this morning that the whole reason we have this rally is that Federal Reserve Chairman Ben Bernanke gave the market an all-clear signal. Wait a second -- he gave us the same all-clear at the June 29 meeting, and what happened? We went up a couple hundred points and then we crashed again."

Cramer believes the market will fail, once overbought.

An Energy-Conscious Fed
07/19/2006 12:21 PM

In this article, Cramer is pleased that "Uncle Ben" does not believe he can "tackle" high oil prices.

He exclaims: "If Ben understands the linkage and the hapless way the consumer is subject to rising oil and gas prices, what we will see is the consumer being totally tapped out on her own volition! Hallelujah! He gets it. Bravo."

Yahoo!'s Reality Check
07/19/2006 12:02 PM

In this article, Cramer feels YHOO will trade lower, due to slower growth and a 50 PE. However, he does not believe it belongs "in the pantheon of those Internet companies that have become serial underperformers, like Amazon and eBay."

Bottom line: Cramer feels YHOO will eventually get it right. However, he does believe the stock can trade as low as $15.

Oversold Optimism
07/19/2006 11:27 AM

In this article, Cramer believes "The forgive-and-forget moment is here." He cites WFC's so-so quarter and higher stock price as evidence of an oversold condition.

Moreover, he claims the oscillator was -4 this morning-- ripe for a bounce.

A Retail Counter-Rally
07/19/2006 11:14 AM

In this article, Cramer ponders whether a "dovish Bernanke trumps all the negatives?"

Furthermore, he feels the market, particularly retail, was extremely oversold and should continue higher-- unless we get another warning like TGT.

He couches that statement with another:

"Not a great bet."

An Oversold Lift
07/19/2006 10:37 AM

In this article, Cramer sums up the earnings scorecard:

IBM didn't disappoint. UNH didn't fall apart. VFC played offense. JPM was nice. And, RYL was not horrible.

However, he cites CIT and YHOO's bad quarters and exclaims: "I can tell you that if we weren't oversold we would have taken that CPI and said sell!"

Bottom line: Oversold.

Telco Mergers' Grating Expectations
07/19/2006 9:53 AM

In this article, Cramer cites ADCT's earnings warning and feels the telco industry is hurting itself with aquisitions.

He feels the business's are bad and expectations are too high.

Bottom line: "No more consolidation ahead; just more pain."

High Multiples Feeling Heat
07/19/2006 9:21 AM

In this article, Cramer cites the negativity in high multiple stocks, such as: YHOO, WFMI, and SBUX.

Also, he mentions GRMN and AKAM as being high multiple but NOT going down. He does say that both "would be vulnerable to anything short of blowout quarters."

Bottom line: He feels the market is oversold, but any rally will not last until the Fed is done raising rates.

Cramer Getting Smoked

2006-07-18T23:09:00.000-04:00

Jim Cramer's Action Alerts Plus portfolio is now at its low for 2006-- down -7.74%. Tomorrow, Jim will wake up to a $15,000+ decline due to Yahoo falling 4.5 points in after hours trading. Cramer owns 3,500 shares of YHOO.

Amongst his biggest losers are: AMTD (-16.4%), NBR (-15.8%) and QCOM (-14.23%). As a matter of fact, out of 24 stocks in Cramer's AAP only 4 are up-- one is BUD +0.7%.

Obviously, Cramer is not known for losing money in the market. However, due to his compliance restrictions, coupled with his inability to short stocks (I assume for legal reasons), Cramer is getting smoked--wholesale.

Despite his lackluster performance, Cramer has been extremely active blogging-- trying to guide his readers the best he can.

Its worth noting that fellow Realmoney.com blogger, Rev Shark, has been stumbling along-- insulting his readers and sounding bitter over betting on a bounce in the market for the better half of three weeks. Rev is regarded by many as Cramer best financial blogger.

Lightning Round

2006-07-18T23:07:00.000-04:00

Cramer was bullish on:

Rentech (RTK), Coca-Cola (KO), PepsiCo (PEP), Oracle (ORCL), Target (TGT), Halliburton (HAL), EuroZinc Mining (EZM), Peabody Energy (BTU), Intel (INTC) and Starbucks (SBUX).

Cramer was bearish on:

Travelzoo (TZOO), National Beverage (FIZ), EnCana (ECA), Wal-Mart Stores (WMT), RTI International Metals (RTI), Alvarion (ALVR), Massey Energy (MEE), Nortel (NT) and Microsoft (MSFT).

Mad Money

2006-07-18T23:03:00.000-04:00

Cramer panned SPC and PBH.

Action Alerts Plus: MTU

2006-07-18T23:02:00.000-04:00

Cramer is buying 500 MTU under $13-- upping his position to 10,000 shares.

Action Alerts Plus: DVN

2006-07-18T23:00:00.000-04:00

Cramer is buying 200 DVN @ $59.46-- upping his position to 2,000 shares.

Action Alerts Plus: URS

2006-07-18T22:58:00.000-04:00

Cramer is buying 200 URS @ $36.62-- upping his position to 4,700 shares.

Action Alerts Plus: UTX

2006-07-18T22:57:00.000-04:00

Cramer is buying 200 UTX @ $58.57-- upping his position to 2,000 shares.

Action Alerts Plus: AL

2006-07-18T22:56:00.000-04:00

Cramer is buying 400 AL @ $43.62-- upping his position to 4,000 shares.

Action Alerts Plus: NTAP

2006-07-18T22:54:00.000-04:00

Cramer is selling 500 of 2,000 NTAP @ $28.36.

311: Amber

2006-07-18T16:27:00.000-04:00

Real Money Blog

2006-07-18T12:57:00.000-04:00

Unnatural Gas
07/18/2006 3:15 PM

In this article, Cramer is bewildered over natural gas going down everyday, despite electricity demand and companies switching from oil to nat gas.

He exclaims: "Meanwhile, no one seems to gain from the decline, especially the plastics and aluminum companies that use the darned stuff. It is like a heads, the users lose/ tails, the producers lose. Nobody wins."

Bottom line: For natural gas stocks to rebound, the commodity needs to find a bottom.

It's Not Resilience When Sellers Won't Quit
07/18/2006 3:05 PM

In this article Cramer does not believe the market is resiliant.

He exclaims: "A typical pattern: You own a stock that is teetering near the low of the year. Someone, some invisible force, comes in and pushes it right through the low, which then begets even more selling. It is uncanny how often that works in this market."

Also, he highlights the terrible trading in HAL acting as if "they preannounced to the downside!"

He is still bullish on HAL.

Halliburton Crumbles After Split
07/18/2006 3:01 PM

In this article Cramer declares HAL "everyone's favorite whipping boy."

Furthermore, he sounds resigned to giving advice about the market, stating: "I read Helene Meisler in Top Stocks. She's been right as rain on so much that I would do what she says these days with my eyes closed. Yes, it is that bad out. Definitely."

NOTE: Cramer is flying blind. Be cautious.

Pricing in Depression
07/18/2006 1:31 PM

In this article Cramer is all gloom and doom. The title says it all.

Bottom line: He feels "we aren't oversold yet."

Retail Selloff Adds to Gloom
07/18/2006 11:51 AM

In this article, Cramer cites "hoplessness" in the market, spearheaded by the bad action in retail stocks-- specifically TGT.

He explains: " I-give-up is in the air as traders and investors begin to compare this market to the real bear markets of the past."

Bottom line: Cramer senses a bear market.

Finding a Blueprint
07/18/2006 10:54 AM

In this article, Cramer sounds perplexed. He mentions a myriad of companies and speculates over how investors will react to their earnings.

He exclaims: "Let's go back to the drillers for a second. If natural gas stays with a five handle you have a bunch of Graingers on your hands. If it rallies to $7, you've got UTX. If copper rallies from here and gold rallies from here, Freeport-McMoRan can feel good. Same with aluminum for Alcan."

United Tech Shows What It Takes
07/18/2006 10:37 AM

In this article, Cramer points to UTX and suggests you need the following to have your stocks trade higher after earnings:

"...nice beat, nice guide-up and conviction that things are getting better while raw costs are coming down. That means margins are going higher."

Furthermore, he claims UTS is trading higher due to the company being well run, exposure to defense, aerospace and infrastructure markets and finally "Not a lot of U.S. exposure."

Trying to Pinpoint Target
07/18/2006 10:25 AM

In this article, Cramer cites the downgrades of JCP, TGT, ANF, BBY and suggests it was done just to look good-- as short sellers drive these stocks down daily.

He explains: "Again, if you believe that Target's going back to where this economic expansion began, or if you believe it has to repeal two years' worth of upside, you should sell. But you are selling a premium retailer with decent growth at 15 times earnings."

Bottom line: Cramer is not sure where TGT is going.

Watch for Analysts to Boost Coke's Fizz
07/18/2006 9:58 AM

In this article, Cramer boldly explains: " A half-a-dozen hold ratings in Coca-Cola will go to buys in the next 24 hours."

Furthermore, Cramer speculates that KO may have "gotten it right."

He explains: "It is a much-loved company no matter what the company does!"

NOTE: Cramer declaring KO a "much-loved company" is inconsistant with the fact that their are a "half-a-dozen hold ratings."

Freeport-McMorRan Stuck in Limbo
07/18/2006 9:47 AM

In this article, Cramer is "amazed" over FCX's profitability. However, he couches his bullishness saying: "People simply don't believe that copper and gold can stay up here. They think that the Federal Reserve will crush these markets.

He feels the stock is stuck between value and growth, but suggests holding because of the oversold conditions in the market.

Oil Services Still a Hot Commodity
07/18/2006 9:12 AM

In this article, Cramer feels the market is wrong for selling off oil service stocks.

He explains: "When a commodity goes up as much as oil has, people are going to look for it. It is true that natural gas is down big and seems like it wants to head even lower, but I can't believe that it, too, won't find some demand at a certain point. To listen to the bears, we have more natural gas than we need for years! But I think storage space is small for natural gas and that we can burn up what we have in storage in no time."

Bottom line: Cramer cannot give up on the oil, despite the charts telling him they are going lower.

"Too much demand, too little supply."

Weaker Guidance Isn't Priced In Yet
07/18/2006 8:56 AM

In this article, Cramer compares the parallels between 2000's tech bubble and today.

He sums it up: "Bottom line: There will come a moment when stocks will be down enough, but using a 2000 paradigm, where the Fed tightened too much -- clearly the case again -- we simply aren't there yet."

Technical Analysis of the Stock Market

2006-07-18T02:20:00.000-04:00

Courtesy of AlphaTrends

Lightning Round

2006-07-18T02:17:00.000-04:00

Cramer was bullish on:

Safeway (SWY), Chicago Mercantile Exchange (CME), Manulife (MFC), Allstate (ALL), Prudential (PRU), Sealy (ZZ), Oakley (OO) and Nike (NKE).

Cramer was bearish on:

Ciena (CIEN), Broadwing (BWNG), Eagle Materials (EXP), Iron Mountain (IRM), 3M (MMM) and Sun Life Financial (SLF ).

Mad Money

2006-07-18T02:10:00.000-04:00

Tonight, Cramer featured NBR, ABB, CIT, BA, WHR, VAR, GAM, LOW and VWS.

He panned EBAY and DD.

30 Seconds to Mars: Attack

2006-07-17T16:44:00.000-04:00

Action Alerts Plus: TXT

2006-07-17T16:43:00.000-04:00

Cramer is selling 200 of 1,400 TXT @ $87.

Action Alerts Plus: DVN

2006-07-17T16:42:00.000-04:00

Cramer is buying 300 DVN @ $59.38-- upping his position to 1,800 shares.

Action Alerts Plus: NTAP

2006-07-17T16:40:00.000-04:00

Cramer is cut and running on NTAP, selling another 500 of 2,500 shares @ $26.97.

His cash position stands at $200,000.

Action Alerts Plus: YHOO

2006-07-17T16:39:00.000-04:00

Cramer is selling 500 of 4,000 YHOO @ $32.12.

Action Alerts Plus: NTAP, TXT

2006-07-17T16:36:00.000-04:00

Cramer is selling 300 of 1,700 TXT. And, he is selling 500 of 3,000 NTAP @ $26.88.

He feels there is a 50-50 chance of NTAP preannouncing.

Action Alerts Plus: UTX

2006-07-17T16:35:00.000-04:00

Cramer is buying 200 UTX @ $59.11-- upping his position to 2,100 shares.

Action Alerts Plus: URS

2006-07-17T16:34:00.000-04:00

Cramer is buying 200 URS @ $37.81-- upping his position to 4,500 shares.

Action Alerts Plus: NTAP, YHOO

2006-07-17T16:31:00.000-04:00

Cramer is selling 500 of 4,500 YHOO @ $32.

Also, Cramer is capitulating on NTAP, selling 500 of 3,500 NTAP @ $26.33. He feels the stock may trade as low as $22.

Action Alerts Plus: TXT

2006-07-17T16:28:00.000-04:00

Cramer is selling 300 of 2,000 TXT @ $ 87.33.

His cash position is now over $140,000.

Real Money Blog

2006-07-17T15:54:00.000-04:00

No Conviction in Tech
07/17/2006 3:02 PM

In this article, Cramer cites the bear market in tech stocks and suggests "unless you get to eight to 10 times earnings for the stocks, they can't be owned. Even then they might not be able to be owned."

Moreover, Cramer highlights weakness in AMD, QCOM, NOK, DELL, CSCO, BRCM.

Also, he concedes "it's been a disaster of immense proportions to try to bottom-fish."

Bottom line: Cramer believes the short sellers will press the market until Fall.

How to Trade Boeing in a Tough Market
07/17/2006 2:39 PM

In this article, Cramer describes the herky jerky trading and BA and says: " I don't like it when stocks bounce like this. It could make you wrong very quickly, which is gut-wrenching in this tape."

Bottom line: Cramer likes BA long term. He suggests buying small increments on dips.

Growth Appreciation at Commerce
07/17/2006 1:16 PM

In this article, Cramer touts CBH and its CEO Vernon Hill. He cites the stocks steady decline and attributes it to short seller who have an "agenda is set by those who want it lower, not higher."

NOTE: Cramer seems to be pandering to CBH.

Cramer Morning Commentary (video)

2006-07-17T12:44:00.000-04:00

Click on image to access video

Real Money Blog

2006-07-17T12:04:00.000-04:00

Gaining on Housing's Woes
07/17/2006 11:41 AM

In this article, Cramer cites a " lack of respect" in the remodeling plays, such as SHW, MAS, FO and BDK.

Furthermore, he speculates the remodeling business is not as bad as the stock prices indicate.

Bottom line: Cramer suggests waiting for the quarterly earnings results to confirm is blind bullishness on the group.

Also, he believes Barron's "drive-by shooting" has created a buying opportunity for PNRA.

When Brands Matter
07/17/2006 10:48 AM

In this article, Cramer takes time out of his day to trash SPC.

He exclaims: "But Rayovac, Remington and Spectracide are all second-rate brands to others, and you can't be both best of breed and second rate. That makes today's vicious shortfall an excellent opportunity to step aside and let it fall if you don't own it. Can you sell it here if you do? I would -- the earnings are awful, and the balance sheet's getting worse. Hold your nose and sell."

Not Really Rallies
07/17/2006 10:18 AM

In this article, Cramer believes the market is going higher today because "because oil's not up, and that has not been a sustainable theory."

'Too High' Doesn't Apply to Oil
07/17/2006 10:03 AM

In this article, Cramer dismisses the theory that oil is too expensive and due to come down.

Furthermore, he suggests buying the oils, particularly the drillers, on any dip.

He exclaims: " If oil is so expensive, where are the supplies that should be brought out naturally to take advantage of this price? There isn't any. That's the most telling thing."

A Cheap Price Tag Isn't Enough
07/17/2006 9:25 AM

In this article, Cramer cites IPG's battered stock price and suggests, despite takeover chatter, to " avoid this stock. Too dangerous."

He points to lost contracts from GM and Bank of America as two of many problems within the company.

Bottom line: Stay away.

Newspaper Stocks Between the Lines
07/17/2006 9:11 AM

In this article, Cramer discusses newspaper stocks and declares: "I would still sell these stocks. Right here. I would not wait for the bounce. They simply don't have what it takes to own."

The Rising Interest Rate Impact
07/17/2006 8:46 AM

In this article, Cramer attributes C's weak earnings to " Ninety rate hikes around the globe."

He feels "The market's crummy worldwide," mainly due to interest rate hikes.

Finally, Cramer exclaims: "That does not mean we are about to get rate relief immediately. It does mean that those rate increases seem excessive and will not be the case six months from now, which is what stocks predict. Think of that when you sell today."

Hinder: Get Stoned

2006-07-14T16:07:00.000-04:00

Action Alerts Plus: IR, UTX, MSFT

2006-07-14T15:33:00.000-04:00

Cramer is buying 300 IR @$37.37-- upping his position to 6,000 shares.

Also, he is buying 200 UTX @ $59.39-- upping his position to 1,900 shares.

Finally, he is selling 500 of 1,500 MSFT.

Action Alerts Plus: CTXS

2006-07-14T15:32:00.000-04:00

Cramer is selling 400 of 4,400 CTXS.

He feels the stock will hit $30 before $40.

Action Alerts Plus: BUD, MSFT

2006-07-14T15:29:00.000-04:00

Cramer is buying 200 BUD @ $44.94-- upping his position to 2,600 shares.

Also, Cramer is selling his final 1,000 shares of MSFT @ $22.43.

Action Alerts Plus: CTXS, NTAP

2006-07-14T15:28:00.000-04:00

Cramer is selling 500 NTAP and CTXS.

Action Alerts Plus: NTAP, CTXS

2006-07-14T15:26:00.000-04:00

Cramer is selling 500 CTXS and NTAP-- reducing his positions to 3,000 and 3,500 respectively.

His cash position is $120,000.

Real Money Blog

2006-07-14T15:22:00.000-04:00

Expect a Test -- and a Holding -- of the Lows
07/14/2006 2:42 PM

In this article, Cramer expresses his belief that we will retest the lows and hold.

He exclaims: "When we get oversold, it will be the cyclicals' time -- probably exactly at or slightly below the lows we saw not that long ago."

Cramer suggests the Fed meeting in August, coupled with good quarterly earnings will be a catalyst to "stop selling."

Cramer Portfolio Update

2006-07-14T11:50:00.000-04:00

Year to date, Cramer's AAP portfolio is posting a -5.68% return.

His top 5 positions are:

SGP, IR, SHLD, ABB and FWLT.

His 3 biggest winners are:

SHLD +89%
HAL +11%
BUD -0.8%

His 3 biggest losers are:

AMTD -23%
NTAP -21%
QCOM -18%

NOTE: Cramer is on vacation today.

Lightning Round

2006-07-13T23:31:00.000-04:00

Cramer was bullish on:

Varian Medical Systems (VAR), Baxter (BAX), EuroZinc (EZM), Nabors (NBR), Under Armour (UARM), Lowe's (LOW), Petrohawk Energy (HAWK), Procter & Gamble (PG) and CSX (CSX ).

Cramer was bearish on:

Electronic Arts (ERTS), GameStop (GME), Alvarion (ALVR), Southern Copper (PCU), Basic Energy Services (BAS), Home Depot (HD), IRIS International (IRIS), Helen of Troy (HELE) and Burlington Northern Santa Fe (BNI).

Mad Money

2006-07-13T23:26:00.000-04:00

Tonight, Cramer featured SBCF, HCBK, CPK, BKH, IDA, CNL, RA, BDN.

Staind: Outside (Live)

2006-07-13T16:42:00.000-04:00

Action Alerts Plus: DVN

2006-07-13T16:37:00.000-04:00

Cramer is initiating a position in DVN, buying 1,000 shares @ $60.36.

With oil north of $75, Cramer feels there is 10 points of upside to DVN.

Action Alerts Plus: IR, GS

2006-07-13T16:34:00.000-04:00

Cramer is buying 200 IR @ $39.06-- upping his position to 5,700 shares.

Also, without restrictions, Cramer says he would buy 100 GS @ $143.51.

Action Alerts Plus: BUD, NWL

2006-07-13T16:32:00.000-04:00

Cramer is buying 200 BUD-- upping his position to 2,400 shares.

And, he is buying 300 NWL @ $24.85-- upping his position to 5,000 shares.

Action Alerts Plus: DVN

2006-07-13T16:27:00.000-04:00

Cramer is buying 500 DVN @ $60.11-- upping his position to 1,500 shares.

Cramer believes oils are a "safe haven."

Action Alerts Plus: UTX, MTU

2006-07-13T16:25:00.000-04:00

Cramer is buying 200 UTX @ $61.43-- upping his position to 1,700 shares.

Also, he is selling 500 of 10,000 MTU @ $13.71.

Real Money Blog

2006-07-13T12:44:00.000-04:00

A Lot Like 2000, Only Worse
07/13/2006 4:14 PM

In this article, Cramer declares "It's 2000 all over again without the snap-back because of the geopolitical stuff."

Furthermore, he sounds depressed over the current tape, especially over how poorly his AAP stock AMTD is trading.

Cramer sums it up: "Does it help to say there's more pain ahead? More pain ahead. There, I don't even care if it doesn't help."

Seeking a Safe Haven
07/13/2006 3:02 PM

In this article, Cramer cites the increasing violence in Israel and believes the bears will take advantage.

He exclaims: "Now you've got two problems: a Friday where the bears can play havoc and the possibility of something really terrible in Israel that can escalate quickly, in the manner of 1973."

Also, one of Cramer's" favorite technical indicator, the TRIN, hit 2 today. He suggests that level "usually nirvana for the bulls ."

Finally, Cramer believes HAL, NBR, OXY, COP are worth buying.

Mideast Unrest Roils Market
07/13/2006 2:04 PM

In this article, Cramer feels the mounting tensions and violence in Israel will put pressure on the markets.

He exclaims: "we could see an embargo on oil to the West, as we did in 1973."

Getting Wise to Fool's Games
07/13/2006 12:14 PM

In this article, Cramer cites strength in ERTS and suggests selling into strength.

He exclaims: "My problem is, how many times can we play this game knowing that business is bad? Who has made money looking through this valley?"

Bottom line: Cramer is skeptical of the run in ERTS.

Beware Short-Fueled Selling
07/13/2006 11:53 AM

In this article, Cramer believes short sellers are applying pressure on the markets, opposed to ordinary investors selling.

He exclaims: "I know if I were short it I would cover."

Bottom line: Cramer feels the selling in QCOM and INTC are overdone. With regards to INTC, Cramer feels "even that sucker deserve a bounce."

A 'Get Out' Lesson
07/13/2006 11:03 AM

In this article, Cramer cites the constant selling and suggests staying in the game in order to catch a bounce.

He exclaims: "So, by all means, if you want to participate in any rally -- and I mean even a little one off the bottom -- you have to be in."

Bottom line: The temptation to get out and sell everything is abundant, but Cramer believes that is the wrong strategy.

Phone Deals Put on Hold
07/13/2006 10:04 AM

In this article, Cramer cites a Federal Judges decision to "hold up antitrust settlements" as a negative for telco stocks.

He exclaims: "But we have to recognize that these holdups cause spending to simply halt as they are worked through. That means many more bad quarters ahead in the group."

Defenses Are Down
07/13/2006 9:41 AM

In this article, Cramer, once again, promotes Helen Meisler-- a fellow Realmoney.com commentator.

Besides pumping for Meisler, which occurs every other post, Cramer believes defense stocks make sense.

Nary, Nary a Mite Contrary
07/13/2006 8:39 AM

In this article, Cramer criticizes Merrill for downgrading WMT, JP Morgan for downgrading nat gas drillers and UBS for upgrading PG.

Cramer feels the analysts mentioned above have bad timing. He exclaims: " I question the value add."

Also, Cramer believes nat gas has bottomed.

Technical Analysis of the Stock Market

2006-07-13T02:05:00.000-04:00

Courtesy of AlphaTrends

Lightning Round

2006-07-13T01:53:00.000-04:00

Cramer was bullish on:

Sony (SNE), GameStop (GME), Estee Lauder (EL), Sears Holdings (SHLD), Yamana (AUY), Smith & Wesson (SWB), Altria (MO), World Wrestling Entertainment (WWE), Legg Mason (LM) and Continental Airlines (CAL).

Cramer was bearish on:

Avon (AVP), Newmont Mining (NEM), Martha Stewart (MSO) and Janus Capital (JNS).