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Portfolio Name: |
"Speculative
Tech Basket"
- Cramer's
Tech Spec
Stocks |
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Mad Money show date: |
Recommended the week
of 5/4/09 |
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Next Portfolio Tracked:
Cramer's
Mobile Internet Index >> |
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Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Closing
price / %
the next
day* |
Closing
price / %
after 1
week* |
Closing
price / %
after 1
month |
Closing
price / %
after 3
months |
Full Company Name |
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TKLC |
16.37 |
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BRCD |
5.94 |
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Brocade Communications (BRCD)
Read Jim's full show comments
here >>
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CDNS |
5.87 |
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Cadence Design
Systems Inc. (CDNS)
Read Jim's full show comments
here >>
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ONNN |
5.71 |
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ON Semiconductor
Corp. (ONNN)
Read Jim's full show comments
here >>
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STAR |
18.87 |
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Starent Networks, Corp. (STAR)
Read Jim's full show comments
here >>
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Methodology to value
index baseline:
Take closing price (on May
11, 2009) of all stocks,
investing $1000 in each,
tracking total index value
over time...
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Benchmark
Date: |
5/4-5/8/09 |
5/15/09** |
6/4/09 |
8/4/09 |
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Original
Cost: |
$5,000 |
$5,021 |
$5,653 |
$6,111 |
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Index
Value
On
Dates: |
100 |
100 |
113 |
122 |
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Update!
Just
bought a new
stock
position...
in
Intel...
and
Accenture!...
And just sold EBAY and Emerson Electric!
See
Jim's
entire
Charitable
Trust
Portfolio here
>>
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Trade
right alongside Jim
Cramer, getting his
exclusive advance
email alerts.
Click on Jim's
photo, at right, for
more info. and to
sign up... |
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Excerpt from Jim's Comments
about this portfolio,
from that episode: |
Selected
Cramer
comments
from
that
Mad
Money episode:
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Not only do I think that the tech rally is here to stay… it is actually getting stronger… and broader and more powerful… this move is being driven by something that we have not seen in such a long time that I wonder if people even realize what is staring them right in the face… it is a term that is long since forgotten around here… the term is momentum.
The mutual fund backers of tech are chasing momentum like there is no tomorrow… normally when stocks go higher we like them less because they are more expensive.. but this tech rally is signaling the opposite.. the higher tech soars, the more attractive the whole sector is becoming to these momentum chasing mutual funds… and they are getting money in like it is going out of style… in this kind of situation, strength begets strength… as they all get new money in because people love winning funds and pour cash into them… and now that the Nasdaq is up nearly 12% year to date… that is a whole lot strength… a real signal telling the bulls to buy an even broader array of tech stocks than they have done so far… the tech rally ladies and gentlemen is not going away.
The question that you should really be asking, is which techs stocks will benefit from the rallies next move up, the next leg… this move started with strength in high quality, high profile names, like the old four horseman of tech… Apple (AAPL), Research In Motion (RIMM), Google, Inc. (GOOG), and Amazon.com (AMZN)… all of which we still like very much even up here… and it has spread from there virally… now that the rally has gained steam I think that the best way to play it will be with stocks that are in many ways the polar opposites of the Apple's and Google's of the world… it is the small, unloved, forgotten and relatively beaten down tech names that get cooking when we get global economic growth… as the mutual funds pour more and more money into tech stocks… and the tech doubters are gradually converted to bulls… the little know, little cared about speculative stocks will get noticed… and it does not take a lot of attention to drive a stock like that much higher... |
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The
Bottom
Line: |
I think the next leg
of the tech rally
belongs to the
underexposed
speculative
companies like
Tekelec… the first
of five unloved tech
companies that have
a ton of room to
romp over the rest
of the quarter… as
the money flows into
growth funds hungry
for new names...
Holy cow… the next
leg of this tech
rally, we have got
the picks all week
cause the times they
are changing… pick
number one, remember
it reports Monday
so you do not need
to get ahead of it…
I am trying to give
you the whole
panoply… is Tekelec
(TKLC)... My first
tech spec of the
week is TKLC, but
wait until after it
reports on Monday
if you want in...
Holy cow… the next
leg of this tech
rally, we have got
the picks all week
cause the times they
are changing… pick
number one, remember
it reports Monday
so you do not need
to get ahead of it…
I am trying to give
you the whole
panoply… is
Tekelec...
(Note: This
was the first
night's
recommendation of
five, this one for
TKLC) |
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Read This Complete Mad Money
Recap episode here > |
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*Note:
Because of
the
so-called
"Cramer
effect" that
sometimes
can cause
his stock
recommendations
to pop up in
price during
the
extended-hours
sessions and
the day
after, Jim
always
recommends
that you do
your own homework,
and wait
at least
five trading
days
before
considering
buying the
stock.
That is why
we used the
1-week price
timing as
our first
measure.
**This accounts for the fact
that all stocks were not
done on same day, but one
per day. So, taking one week
from that Friday, 5/8/09.
For these
benchmarks,
the
following
measure
dates are
used:
May 11, June
4, and
August 4,
2009.
NOTE:
It is very
important to
realize
that, as Jim
Cramer
states on
his show
regularly,
he will
frequently
change his
recommendation
and position
on a stock
as
circumstances
change, and
he collects
more
economic,
market and
specific
stock data.
To keep up
with his
CURRENT
position on
these
stocks, it
is
recommended
that you
read the
recaps from
the show,
here >>...
You can also
subscibe to
receive
Jim's daily
email alerts
recommending
what he is
going to do
ahead of
time with
his own
charitable
trust,
here... |
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List of Tracked Portfolios |
<< Previous Portfolio
Tracked:
n/a |
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Next Portfolio Tracked:
Cramer's
Mobile Internet Index >> |
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