After this
segment, you can
see Jim's Opening
Segment picks
here...
On
Chesapeake (CHK)...
JJC: I love that
gentleman who was just on talking
about CHK... I mean, he actually
had a lot of good things to say...
Now, I do want to point out that
natural gas fell far more than
oil... and if oil fell as much as
natural gas, it'd be back to
$100... Natural gas has actual
demand at the $8 level by chemical
companies... so I think his call
of CHK is really good... I bought
some Capital oil gas, which is
down 50%, COG... That's CHK,
that's Aubrey McClendon, he's out
on the road saying great things...
COG just killed... COG is
Marcellus, PA... and CHK is
Haynesville and a lot of other
shales... He's spot on and his RIG
drilling call is a great call
too... I mean, that guy made a lot
of sense to me... Cramer has
gas... well that's good because
I'm a distinguished Harvard-Law
graduate who's just a pathetic
joker... I did that UF, and that,
by the way if a team... Okay, well
I like to pronounce it my way...
. . .
. .
On
The Owens Corning (OC),
Pink Panther, and the Green
Panther...
JJC: I am so
glad you mentioned
Owens Corning (OC)...
I love these guys... These are
plain mat, very non-promotional
guys... and they came on my show,
I was doing a little Pink Panther
thing... they blew away the
numbers in insulation, obviously
45% of our energy goes to heating
buildings... you can cut that buy
using the pink panther... and,
they didn't even talk about wind
composites... You got to ask them
and you get them about composites
because a lot of them go into the
big blades... They make the only
blades that really work, that can
handle the heat... So, OC really
blew it away... I'm really proud
of those guys... Someone had to
say it too, because they are just
way too humble to ever admit they
did a good job... Well, they do a
lot of stuff overseas... I think
they're using a lot more of this
stuff over seas than we are...
Well, you know, I think that's one
of the weaker... I think that
their strongest is going to be
when people get their heating
bill... Although, by the way,
because natural gas has come down,
their heating bill will not nearly
be as bad... I just like the kind
of story that they're telling,
which is we're paying down debt,
we're getting our balance sheet
better... I don't know how this
company can stay independent, they
keep paying down debt... I mean
it's too cheap... Hey, speaking of
cheap... how about one that we
nailed?... You and me...
. . .
. .
On
Jones Apparel (JNY)...
JJC: Now, Jones
Apparel is the only, only retail
apparel company that blew the
numbers away... I mean, every one
of them has faltered... not, well,
Eric Weison, at
VF Corp. (VFC),
did a good job too... This is an
extraordinary tale... Wes Card and
John McLain, CEO and CFO...
remarkable job of cash management
and building a great balance
sheet... this Taylor Swift launch
at Walmart is going like
gangbusters... I continue to
believe that JNY is too cheap...
Wes Card is an unbelievable
manager... How could you make
money in this environment?...
Because shoes are good... his
comparable shoes, you know,
comparable shoe business, up 5%...
the Walmart is a blowout... You
like Taylor Swift, she's a
recording artists... There's a
Taylor Swift station on
Sirius Satellite Radio
Inc. (SIRI)...
Sirius ought to get serious by the
way, while we're at it... Yup,
well the bond bullies got them...
But John McLain is some cash
manager... I really like this JNY
story... I am going to continue to
push this because it's still too
cheap.
. . .
. .
On
AT&T (T),
Verizon
(VZ),
and Comcast (CMCSA)...
JJC: What is
it?... Right now, these analysts
shift... right now they hate
Verizon and they hate T so much...
and now it's the lovefest with
Comcast because of phone ads...
These analysts are those recurial
guys... the moment they see some
little data point, they will shift
and come roaring back... maybe
after the strike is averted, it's
Verizon, or they take it back...
It doesn't matter... All the
analysts have group thinking in
that group... Suddenly, Comcast is
genius and Ivan Seidenberg (CEO of
VZ) is a moron... It ain't like
that... They're all good
companies... Well I love yield...
I love 5% yield... I am never
going to sneer at a bluechip of 5%
yield and buybacks... never...
Well no, those are not blue chips
(banks)... Those are redchips.
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Please read his comments to
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We do our best to interpret
Jim's opinion on stocks, as
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Back up the truck -
indicated by Jim, when he
says the stock is so good,
that he would do a
'mon-back' on the stock...
In other words, this is the
sound someone would say to a
truck driver, "Come on
back... " as he is "backing
up the truck" to load up on
his cargo. Translation
for buying stocks:
This recommendation by Jim
indicates that, after you do
your own
homework on the stock,
you should feel comfortable
loading up on it, as it is
in a good position to be
bought at this point.
Stumped. - Of the
2,000+ stocks that Jim
Cramer has in his head, for
which he has an informed
opinion, he sometimes comes
across a caller with a stock
he does not know well enough
to opine on... He then
indicates he is stumped and
will have to come back to
it, after he does some
homework of his own on
the stock. This
usually occurs during the
Lightning Round, when Jim
does not know in advance who
is calling, or what their
stock question is about.
Definitions of key phrases
used by Jim, known as
"Cramerisms":
Definition: 'Pull the
trigger' is Jim's phrase for making
the decision at that point to trade -
either to 'buy' or
to 'sell' (although he
usually uses the phrase for
buying), as if to say you
should feel comfortable
enough to make the final
decision without looking
back...
Definition: 'Ring
the Register' is Jim's phrase for
selling a stock, and making
it a final sale, that you
should not look back on.
Put it behind you.
Definition:'Let It Come In' indicates how you
may wait for it to pull back, or have the
stock price come down briefly, as your
chance (after letting it come in) to buy
the rest of your position (i.e., total
number of shares you own in that stock).
Definition:'backing it up'
or 'doing a 'mon-back' is Jim's
phrase for the metaphor of backing up a
truck to load up on a stock by buying
it. 'Mon-back is short for the
imaginary worker saying, 'Come on
back...' as the truck is backing up to
receive its load... Notice that we use
the little truck icon to indicate where
Jim has mentioned this.
Translation for buying
stocks: This
recommendation by Jim
indicates that, after you do
your own
homework on the stock,
you should feel comfortable
loading up on it, as it is
in a good position to be
bought at this point.
See more
"Cramerisms" & other
financial phrases
here >>
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upcoming site that provides
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Jim Cramer recommends after
hearing his suggestions...
FastMoneyRecap:
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summary of recommendations
made by the great Fast Money
TV show crew, that will
offer you a unique service,
to compare their picks to
Jim Cramer's past comments
about those stocks.
