Jim's New Book!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Update!   Too compelling!  Just re-bought Weyerhaeuser as a housing play!...  
See Jim's entire Charitable Trust Portfolio
 
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Here is the latest Mad Money show recap:
  
                Read all of Friday night's complete recap

Friday night's show highlights:    
Cramer's Game Plan for Next Week...
Watch these 16 stocks, but buy only one!

  Friday, February 05, 2010
 
 

Jim:    You want to know why we came back today from the depths of despair, even though for most of the day felt like trading stocks…more like you're trading bullets actually. Maybe the battle of Summer, the imperial city of way, pork chop hill! Why we recovered…do you want to know why we recovered in spite of the fear, despite of the endless selling from Hedge Funds going wild to have the Dow close up 10 points and to reach down 168 points at its low. The S&P flat! Hey, Nasdaq up almost 3 1/4, I mean wow! And do you believe me now when I just say that it's the Hedge Funds going wild that's doing all their selling? Because when their selling finished, we rallied hard.

I'll tell you why!...


Once those moronic Hedge Funds finished liquidating, the market flew to the positive. Why? Because the fundamentals! The fundamentals of most companies out there are a lot better than the selloff would make you believe, and that's actually more important than problems with Europe or the dollar or gold. We talk about those things everyday! It's not making you money, listen to what we're talking about. The fundamentals, that will make you money. It'll make you even more money than the decent unemployment number we got.

Do you know this? Of the 314 companies in the S&P 500 that have told us what their earnings are so far, 74% were doing better than what I was looking for. 71% have sold more product than I thought they would. That's right! Beat on earnings, beat on revenues! These are unbelievable numbers! I mean, come on! If you watch a lot of TV or read the papers, you'd think the world is ending. Or how about this one…the dividend boost. From November through January, 47 companies in the S&P 500 have raised their dividend. Only 4 cut them. I mean, come on! That's a huge improvement from the 12 months before where we got 40 dividend raises and 21 cuts in the same period.

Yep, this earnings season, it's been fabulous! Is anyone else saying that besides me? We also focused on Portugal. I can't even find Portugal on the map. I mean, I'm looking! I mean, I know it's there. I mean, it's like there's a place called Beats or something!

Anyway, it's eventually the positive fundamentals always win out. And the fundamentals of companies trump to selloff inducing fundamentals of the money management business. See some Hedge Funds were caught leaning the wrong way and they had to sell everything to meet investor demands. Their failing created an atmosphere of tremendous fear everywhere I went, where everywhere I went, where many people believe that we had to fall hard. Because their selling made it look like something was terribly wrong. That judgment was rendered by the closing prices yesterday. It turned out it really didn't mean much at all. The closing prices were wrong like I told you. And the mid-day prices were wrong today. Why? Because we got a good employment number this morning. One that showed a glimmer of hope that we could soon be creating some jobs around this joint and because the earnings we got were terrific. It looks like our friends Chicken and Little seemed to have been terrible forecasters. And we think they'll be wrong again next week when I expect the terrific rally to ensue, at least if we stop worrying about the rain in Spain or Portugal or Greece for that matter, and start focusing on how job creations coming back and most of the earnings are down right awesome. In other words, look let me just boil it down. Business is pretty darn good in the country, doesn't mean the stock market's good. Does mean the stock market will eventually be good which is why I got to play close attention to this game plan.

First, Monday morning… 
CVS (CVS), you probably shop there if you don't shop at Walgreens. Hey, this is a cheap stock, it could be usually undervalued. If they execute, they have not been executing…if we see some signs of return I got to tell you I could be recommending this stock Monday night if they encourage us...

Read more from this segment

Read all of Friday night's complete recap

 
 
 

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  Lightning Round Picks:
 

 Citigroup (C)
Jim:  
342 days, maybe give or take 3 hours… no, I cannot tell, I mean here is the thing… first of all Vikram Pandit (CEO)...  everyday you look at the papers, he is supposed to be fired… those are stories being planted by people… because Vikram Pandit is not being fired, he is doing a good job… secondly, here is what you need to know… that stock has held the price that it did that deal at… third, I think that Citigroup is going to be 60% international and 40% domestic by 2012... finally, the book value here is $4 and change… it deserves to sell at premium to book… I think that it can make a dollar, if they did not force them to do all that stock… the stock would be at $5 already… and I do like… hallelujah.

 

All Lightning Round picks

 
 

  See entire week
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  XTO Energy (XTO)
Jim:  
Alright, Janice I am glad that you called me, because to tell you the truth I do not like the tenor of the Congress on this XTO… and the hearings that they have had this week about natural gas.. our President refuses to put the word natural with gas… which tells me that this is a very out of favor fuel… Exxon has a clause which says that they can walk away from the XTO deal if hydraulic fracking, which is the revolutionary different technology that they use, is in trouble… so therefore on Monday, I need you to lock in a gain of XTO… and we will find you a high yielding oil… or maybe a master limited partnership, if not Energy… which is that propane company that I like, give you a 7.5% yield… I need you to sell XTO… you pull the trigger.

 

All Lightning Round picks

 
 

  Toyota Motor (TM)Jim:   Alright, you know what? This is what I used to call at my old hedge fund a battle ground, I mean this thing could go up 10 or down 10... I cannot be in battle grounds… not when I have a man like Alan Mulally, who is working for us every minute of the day… Alan Mulally, who reminds us, to serve is to live… he has got a preferred that is in arrears, it can be a fabulous security… I want you in Ford (F), not Toyota… why court situations where the brakes, the accelerator… Ford is back and better than ever.

 

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