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[Beginning of
Cramer's
verbatim
comments for
this segment...]
In this segment, Jim
takes 2-4 callers
and asks them to
submit five stocks
that make up their
largest positions in
their portfolio.
He then comments on
whether or not they
are properly
diversified...
See callers'
portfolios below...
Jim:
When I tell
you that I
think you
should own a
stock… that
does not
mean that
you should
throw all of
your eggs in
one basket…
even if you
are almost
positive
that it will
go up… uh
uh, my
friend… I
won’t have
any of that…
because
diversification
is indeed
the only
free lunch
in this
business…
and that is
why, on
Wednesday we
play Am I
Diversified?…
this is
where you
call me, you
tell me your
top 5
holdings…
and I tell
you if your
portfolio is
diversified
enough… or
if you need
to mix it up
a little…
this is
about
teaching… me
teaching
you, I got
to do it… we
all have to
learn about
this because
it is the
only safety
you really
have in a
tough
market… if
it gets
tougher than
we are.
(see
caller's
portfolios -
and Jim's
critiques -
below)
▼ ▼
▼ ▼
▼
FIRST PORTFOLIO:
This caller had
the following
portfolio of
five stocks, on
which Jim
commented,
with his opinion
shown below them...
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
|
|
WY*
|
36.77 |
Weyerhaeuser Co. (WY*)
|
|
|
DE |
43.01 |
Deere & Co. (DE)
|
|
|
BAC* |
17.04 |
Bank of America (BAC*)
|
|
|
CSTR |
31.96 |
Coinstar Inc. (CSTR)
|
|
|
PAYX |
28.29 |
Paychex Inc. (PAYX)
|
Caller:
I want to know if I
am diversified...
Stocks are:
Weyerhaeuser Co. (WY*),
Deere & Co. (DE),
Bank of America (BAC*),
Coinstar Inc. (CSTR), and
Paychex Inc. (PAYX)?...
Jim: Holy cow, fast talking too… well that is why we have these graphical representations…. John Deere, one of the finest machinery companies, ag business obviously… Bank of America, a name that I own for AAP, which is being suppressed by the shorts I believe, I think the stock is going to report a magnificent quarter… Coinstar, that that is that Red Box, we talked about that, now there are changes at the top there, and also doing a big convertible, we will call it entertainment alright… Weyerhaeuser, that is one that I have been buying for the trust, that is a great housing play, it is still the cheapest at $36, $37... Paychex, fantastic 4% yield and we know that is about people getting hired, I do not think this is going to be a jobless recovery, I think there is going to be a job recovery… so we have got a payroll processor, we have got a housing play, an entertainment play, an ag play, a bank play… I think that is magnificent… I think Frank knows just how to play this game… I think he is actually gaming the game.
| Verdict:
YES, Caller's portfolio IS diversified. |
▼ ▼
▼ ▼
▼
NEXT PORTFOLIO:
This caller had
the following
portfolio of
five stocks, on
which Jim
commented,
with his opinion
shown below them...
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
|
|
GENZ |
55.80 |
Genzyme Corp. (GENZ)
|
|
|
GIS |
60.54 |
General Mills Inc. (GIS)
|
|
|
GS* |
170.27 |
Goldman Sachs (GS*)
|
|
|
GOOG |
463.97 |
Google, Inc. (GOOG)
|
|
|
GRMN |
35.98 |
Garmin Ltd. (GRMN)
|
Caller:
I want to know if I
am diversified...
Stocks are:
Genzyme Corp. (GENZ),
General Mills Inc. (GIS),
Goldman Sachs (GS*),
Google, Inc. (GOOG) and
Garmin Ltd. (GRMN)?...
Jim: This is kind of the big G portfolio, I am surprised that he does not have General Mills…he does have General Mills… okay, here we go… Genzyme, a terrific bio tech company down on its luck right now, we are not backing away from Genzyme, we think that it is cheap… Goldman Sachs, I own it for my trust, obviously doing a great job, stock broke out to $170 today, we had a financial… Google kind of stuck right here, I think that is a mistake, I think the quarter is excellent, we know that as an internet play… Garmin is a global positioning company, it has gotten its act together, I referred to that earlier… and big G, General Mills, Ken Palle is doing a magnificent job, the stock should not have jumped $1.50 after the Cadbury’s target, but I have to tell you something, General Mills is not an expensive stock… so what do we have… we have got an internet play, we have got a global positioning play in tech, we have got a food play, we got a bio tech and we have got a finance… again… hallelujah… and hello to the boys in Champagne.
| Verdict:
YES, Caller's portfolio IS diversified. |
NEXT PORTFOLIO:
This caller had
the following
portfolio of
five stocks, on
which Jim
commented,
with his opinion
shown below them...
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
|
|
SVNT |
14.10 |
Savient Pharmaceuticals Inc.
(SVNT)
|
|
|
X |
44.30 |
United States Steel Corp.
(X)
|
|
|
IMAX |
9.57 |
IMAX Corporation (IMAX)
|
|
|
BAC* |
17.04 |
Bank of America (BAC*)
|
|
|
MSFT |
24.78 |
Microsoft (MSFT)
|
Caller:
I want to know if I
am diversified...
Stocks are:
Savient Pharmaceuticals Inc.
(SVNT),
United States Steel Corp.
(X)
Bank of America (BAC*),
IMAX Corporation (IMAX), and
Microsoft (MSFT)?...
Jim: I like that he kind of got a little summary there of everything… kind of like a little thumbnail sketch… okay, here is what we got… we have got an entertainment company in Imax… we got a pharmaceutical company, neither of these are really my favorites… but this is not about qualitative, it is more about diversification… US Steel, that is obviously a steel company… Microsoft is a tech… and Bank of America is a financial… we got a bank, we got a tech, we got a steel, we got entertainment, and we got pharma… holy cow, everybody understands this game… although, the five g was a little too much for me.
| Verdict:
YES, Caller's portfolio IS diversified. |
▼ ▼
▼ ▼
▼
[verbatim recap]
[end of segment]
Read Jim's next Segment
here
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JIM CRAMER MAD MONEY |
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Mad Money
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creates) |
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JIM CRAMER MAD MONEY |
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Jim's
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(see latest stock holdings
by Jim and what he's
buying and selling
for his Trust) |
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JIM CRAMER MAD MONEY |
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Free Stock Homework
(free stock
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JIM CR |
JIM CRAMER MAD MONEY |
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Warren Buffett's Portfolio
(list of Warren
Buffett's stock
holdings) |
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JIM CR |
JIM CRAMER MAD MONEY |
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Dow101.com
(list of all Dow 30
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JIM CRAMER MAD MONEY |
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Nasdaq101.com
(list of all Nasdaq
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JIM CR |
JIM CRAMER MAD MONEY |
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