Friday, May 05, 2006
Real Money Blog
Inane Mottos Can't Compare With This Action
05/05/2006 11:31 AM
In this article, Cramer praises today's broad market advance, while panning those who believe in slogans such as: "sell in May and go away."
Take Terex as Your Construction Template
05/05/2006 11:11 AM
In this article, Cramer is giddy over TEX's everyday advances. He attributes its run to the insatiable demand for everything construction.
He recommends listening to TEX's conference call, in order to understand why investors must chase IR, CAT, DE and JOYG.
Cramer exclaims: "You just can't outperform unless you overweight the cyclicals."
Get Insurance on Cyclicals, Oil Gains
05/05/2006 10:48 AM
In this article, Cramer is pounding the table for the cyclicals and oil service stocks. He says the cyclicals are transitioning from overvalued to undervalued growth plays.
Furthermore, he sees the market slowly but surely trading in their MSFT and INTC for these stocks.
Finally, he suggests: "Spend $50 on the Morgan Stanley Cyclical Index. Go buy the July 850 calls. Spend $38 on the July 200 Philadelphia Stock Exchange Oil Service Index calls."
I guess he is trying to prove a point.
Putin Schlumberger on Top
05/05/2006 10:22 AM
In this article, Cramer believes Dick Cheney's recent criticism of Putin hurt HAL and BHI's chances of drilling in Russia's oil rich Shtokman field.
Instead, he suggests going with French oil giant SLB.
Shorts' Tears Over Crocs Will Be Real
05/05/2006 9:24 AM
In this article, Cramer recalls making a speech at a Banc of America consumer products conference, where someone heckled him about CROX. The person was claiming that Cramer intentionally misguided people by recommending CROX as his stock of the month.
In short, Cramer had to walk off the stage, back to his embarrassed Father, who was in the audience.
Cramer felt like punching the guy and is thrilled to see CROX run up on good numbers.
CROX has an 80% short position.
Microsoft Succumbs to the Fog of Net War
05/05/2006 8:43 AM
In this article, Cramer paints MSFT as a company is disarray. He suggests the company should just bite the bullet and buy YHOO.
Finally, Cramer offer a classic original quote: "The Internet is Microsoft's Vietnam. The Viet Cong (Google) and the National Liberation Front (Yahoo!) have won. Microsoft's the loser."
05/05/2006 11:31 AM
In this article, Cramer praises today's broad market advance, while panning those who believe in slogans such as: "sell in May and go away."
Take Terex as Your Construction Template
05/05/2006 11:11 AM
In this article, Cramer is giddy over TEX's everyday advances. He attributes its run to the insatiable demand for everything construction.
He recommends listening to TEX's conference call, in order to understand why investors must chase IR, CAT, DE and JOYG.
Cramer exclaims: "You just can't outperform unless you overweight the cyclicals."
Get Insurance on Cyclicals, Oil Gains
05/05/2006 10:48 AM
In this article, Cramer is pounding the table for the cyclicals and oil service stocks. He says the cyclicals are transitioning from overvalued to undervalued growth plays.
Furthermore, he sees the market slowly but surely trading in their MSFT and INTC for these stocks.
Finally, he suggests: "Spend $50 on the Morgan Stanley Cyclical Index. Go buy the July 850 calls. Spend $38 on the July 200 Philadelphia Stock Exchange Oil Service Index calls."
I guess he is trying to prove a point.
Putin Schlumberger on Top
05/05/2006 10:22 AM
In this article, Cramer believes Dick Cheney's recent criticism of Putin hurt HAL and BHI's chances of drilling in Russia's oil rich Shtokman field.
Instead, he suggests going with French oil giant SLB.
Shorts' Tears Over Crocs Will Be Real
05/05/2006 9:24 AM
In this article, Cramer recalls making a speech at a Banc of America consumer products conference, where someone heckled him about CROX. The person was claiming that Cramer intentionally misguided people by recommending CROX as his stock of the month.
In short, Cramer had to walk off the stage, back to his embarrassed Father, who was in the audience.
Cramer felt like punching the guy and is thrilled to see CROX run up on good numbers.
CROX has an 80% short position.
Microsoft Succumbs to the Fog of Net War
05/05/2006 8:43 AM
In this article, Cramer paints MSFT as a company is disarray. He suggests the company should just bite the bullet and buy YHOO.
Finally, Cramer offer a classic original quote: "The Internet is Microsoft's Vietnam. The Viet Cong (Google) and the National Liberation Front (Yahoo!) have won. Microsoft's the loser."
