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Portfolio Name: |
"Cramer's
Mobile
Internet
Index"
21 Stocks Recommended |
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Mad Money show date: |
Recommended 8/11/09 |
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<<
Previous Portfolio
Tracked:
Speculative Tech Basket |
|
Next Portfolio Tracked
>>
Jim Cramer's Economic "Build Up"
Basket of Stocks |
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Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Closing
price / %
the next
day*
(8/12/09) |
Closing
price / %
after 1
week*
(8/18/09) |
Closing
price / %
after 1
month
(9/11/09) |
Closing
price / %
after 3
months
(11/11/09) |
Full Company Name |
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CSCO* |
21.17 |
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GOOG |
453.94 |
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Google Inc. (GOOG)
Read Jim's full show comments
here >>
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AAPL |
162.83 |
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Apple Inc. (AAPL)
Read Jim's full show comments
here >>
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RIMM |
72.11 |
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Research
In Motion (RIMM)
Read Jim's full show comments
here >>
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PALM |
13.92 |
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ADCT |
6.90 |
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ADC Telecommunications Inc.
(ADCT)
Read Jim's full show comments
here >>
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STAR |
22.35 |
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Starent Networks, Corp. (STAR)
Read Jim's full show comments
here >>
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CIEN |
11.36 |
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CIENA Corp. (CIEN)
Read Jim's full show comments
here >>
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TLAB |
6.15 |
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Tellabs Inc. (TLAB)
Read Jim's full show comments
here >>
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TKLC |
16.16 |
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CTV |
26.05 |
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Commscope Inc. (CTV)
Read Jim's full show comments
here >>
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QCOM* |
45.40 |
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BRCM |
26.63 |
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Broadcom Corp. (BRCM)
Read Jim's full show comments
here >>
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NETL |
38.59 |
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NetLogic Microsystems Inc.
(NETL)
Read Jim's full show comments
here >>
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XLNX |
21.31 |
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Xilinx Inc. (XLNX)
Read Jim's full show comments
here >>
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SWKS |
11.04 |
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Skyworks Solutions Inc. (SWKS)
Read Jim's full show comments
here >>
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ONNN |
7.49 |
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ON Semiconductor Corp. (ONNN)
Read Jim's full show comments
here >>
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RFMD |
4.81 |
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RF Micro Devices Inc. (RFMD)
Read Jim's full show comments
here >>
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CY |
10.40 |
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Cypress Semiconductor (CY)
Read Jim's full show comments
here >>
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TSRA |
25.51 |
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Tessera Technologies Inc.
(TSRA)
Read Jim's full show comments
here >>
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SNDK |
16.75 |
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SanDisk Corp. (SNDK)
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: |
8/11/09 |
8/18/09 |
9/11/09 |
11/11/09 |
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Original
Cost: |
$21,000 |
$21,708 |
$23,410 |
$22,317 |
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Index
Value
On
Dates: |
100 |
103 |
111 |
106 |
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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: |
 |
The mobile internet has been firing up almost every corner of tech... I mean, it's got the best pin action I've ever seen... I've recommended a number of names and ways to play it... But, you know what? It's all been scatter shot... it's all been haphazard...
Today, I want to unveil the Mad Money Mobile Internet Index... there's a mouthful... This is an index that will monitor this theme for months and years to come... Yes. Years... I think the mobile internet tsunami is like nothing we've seen since the recognition that the regular internet was the next big thing... or even since the PC became a household item... and that means that the gains here could be huge... multi-year, and we're not going to sit there and worry about what the Fed's going to do if there's a multi-year move... |
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The
Bottom
Line: |
Take
today's
weakness
in
these
stocks
as a
gift!
Stop
looking
at
the
horse
in
the
mouth
already!
You've
got
to
fall
back
on
big
themes
in
order
to
cash
in
on
them.
I
don't
think
the
mobile
internet's
going
away;
I
think
it's
just
gotten
started.
You
can
use
the
worries
about
the
Fed,
along
with
the
profit-taking
to
buy
stocks
in
the
economy,
I
believe
to
buy
these
stocks,
which
are
poised
for
Titantic,
multi-year
gains...
You're
getting
them
cheaply,
because
the
store's
having
a
big
sale...
and,
on
sale,
included
are
the
21
names
in
Cramer's
Mobile
Internet
Index. |
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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.
For these
benchmarks,
the
following
measure
dates are
used:
August 18,
September 11, and
November 11,
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:
Speculative Tech Basket |
|
Next Portfolio Tracked
>>
Jim Cramer's Economic "Build Up"
Basket of Stocks |
| |
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