Tuesday, May 09, 2006
Real Money Blog
Get the Hang of Oil's Repetitive Opportunity
05/09/2006 12:54 PM
In this article, Cramer cites Iran's desire to become a "world power" as a catalyst to rattle the price of oil. Moreover, he thinks oil stocks are cheap and may represent 15% of the S&P, before any substantial pullback. Right now, oil stocks represent 10% of the S&P.
He mentions NBR as being the "cheapest" of the group.
Crushed by the Defense
05/09/2006 12:09 PM
In this article, Cramer points to the daily thrashings being absorbed by the "defensive sector." These names include: K, PG, CL, AVP and UNH.
Cramer pounds the table on the metal and miners as a way to avoid falling behind.
Nurse Your Drink of Hansen
05/09/2006 11:03 AM
In this article, Cramer touts HANS move and reminds readers that he has been recommending HANS for a long time.
He exclaims: "I beat it because I felt that the numbers were way too low but also I liked the secular thesis ..."
Finally, Cramer points to a recent article in the Wall Street Journal that paints SBUX as being overvalued. Cramer conceded that SBUX is prone to being overvalued at times, but finds it diificult to recommend a sell on a HANS or SBUX because of the growth opportunities.
"...it's worth holding on to some shares..."
Bet on the Machinery, Not the Metals
05/09/2006 10:17 AM
In this article, Cramer feels the machines & infrastrucure stocks are the way to play the commodity boom. He likes: TEX, JOYG, CAT, and IR.
05/09/2006 12:54 PM
In this article, Cramer cites Iran's desire to become a "world power" as a catalyst to rattle the price of oil. Moreover, he thinks oil stocks are cheap and may represent 15% of the S&P, before any substantial pullback. Right now, oil stocks represent 10% of the S&P.
He mentions NBR as being the "cheapest" of the group.
Crushed by the Defense
05/09/2006 12:09 PM
In this article, Cramer points to the daily thrashings being absorbed by the "defensive sector." These names include: K, PG, CL, AVP and UNH.
Cramer pounds the table on the metal and miners as a way to avoid falling behind.
Nurse Your Drink of Hansen
05/09/2006 11:03 AM
In this article, Cramer touts HANS move and reminds readers that he has been recommending HANS for a long time.
He exclaims: "I beat it because I felt that the numbers were way too low but also I liked the secular thesis ..."
Finally, Cramer points to a recent article in the Wall Street Journal that paints SBUX as being overvalued. Cramer conceded that SBUX is prone to being overvalued at times, but finds it diificult to recommend a sell on a HANS or SBUX because of the growth opportunities.
"...it's worth holding on to some shares..."
Bet on the Machinery, Not the Metals
05/09/2006 10:17 AM
In this article, Cramer feels the machines & infrastrucure stocks are the way to play the commodity boom. He likes: TEX, JOYG, CAT, and IR.
