MAD MONEY PORTFOLIO TRACKING
  Tracking Jim Cramer's Special Stock Indexes and Group Stock Theme Recommendations...
 

 
 
 

Portfolio Name:

"Cramer's Mobile Internet Index"
  21 Stocks Recommended

Mad Money show date:

    Recommended 8/11/09
 

 

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      Speculative Tech Basket

 
 

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Jim Cramer's Economic "Build Up" Basket of Stocks

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

CSCO*

21.17

21.43
+1.23%
21.01
-0.8%
23.09
+9.1%
23.92
+13.0%
Cisco (CSCO*)
Read Jim's full show comments here >>

GOOG

453.94

458.58
+1.02%
445.28
-1.9%
472.14
+4.0%
570.56
+25.7%
Google Inc. (GOOG)
Read Jim's full show comments here >>

AAPL

162.83

165.31
+1.52%
164.00
+0.7%
172.16
+5.7%
203.25
+24.8%
Apple Inc. (AAPL)
Read Jim's full show comments here >>

RIMM

72.11

71.73
-0.53%
73.99
+2.6%
79.37
+10.1%
64.72
-10.2%
Research In Motion (RIMM)
Read Jim's full show comments here >>

PALM

13.92

12.84
-7.8%
13.88
-0.3%
13.91
-0.1%
12.00
-13.8%
Palm (PALM)
Read Jim's full show comments here >>

ADCT

6.90

8.92
+29.3%
9.01
+30.6%
8.60
+24.6%
6.68
-3.2%
ADC Telecommunications Inc. (ADCT)
Read Jim's full show comments here >>

STAR

22.35

22.99
+2.9%
23.41
+4.7%
24.55
+9.8%
34.05
+52.3%
Starent Networks, Corp. (STAR)
Read Jim's full show comments here >>

CIEN

11.36

11.81
+4.0%
12.81
+12.8%
15.83
+39.3%
12.46
+9.7%
CIENA Corp. (CIEN)
Read Jim's full show comments here >>

TLAB

6.15

6.23
+1.3%
6.47
+5.2%
6.96
+13.2%
6.05
-1.6%
Tellabs Inc. (TLAB)
Read Jim's full show comments here >>

TKLC

16.16

16.39
+1.4%
16.14
-0.1%
15.94
-1.4%
14.94
-7.5%
Tekelec (TKLC)
Read Jim's full show comments here >>

CTV

26.05

27.48
+5.5%
26.89
+3.2%
29.68
+13.9%
28.87
+10.8%
Commscope Inc. (CTV)
Read Jim's full show comments here >>

QCOM*

45.40

46.37
+2.1%
45.15
-0.6%
46.61
+2.7%
44.66
-1.6%
QualComm Inc. (QCOM*)
Read Jim's full show comments here >>

BRCM

26.63

26.96
+1.2%
26.83
+0.8%
30.19
+13.4%
28.67
+7.7%
Broadcom Corp. (BRCM)
Read Jim's full show comments here >>

NETL

38.59

39.39
+2.1%
38.92
+0.9%
43.50
+12.7%
41.54
+7.6%
NetLogic Microsystems Inc. (NETL)
Read Jim's full show comments here >>

XLNX

21.31

21.81
+2.3%
21.34
+0.1%
23.25
+9.1%
22.95
+7.7%
Xilinx Inc. (XLNX)
Read Jim's full show comments here >>

SWKS

11.04

11.24
+1.8%
11.05
+0.1%
13.88
+25.7%
12.17
+10.2%
Skyworks Solutions Inc. (SWKS)
Read Jim's full show comments here >>

ONNN

7.49

7.75
+3.5%
7.95
+6.1%
8.52
+13.8%
7.65
+2.1%
ON Semiconductor Corp. (ONNN)
Read Jim's full show comments here >>

RFMD

4.81

5.07
+5.4%
4.97
+3.3%
5.57
+15.8%
4.41
-8.3%
RF Micro Devices Inc. (RFMD)
Read Jim's full show comments here >>

CY

10.40

10.78
+3.7%
10.7
+2.9%
10.19
-2.0%
8.96
-13.8%
Cypress Semiconductor (CY)
Read Jim's full show comments here >>

TSRA

25.51

26.36
+3.3%
25.85
+1.3%
26.42
+3.6%
23.71
-7.1%
Tessera Technologies Inc. (TSRA)
Read Jim's full show comments here >>

SNDK

16.75

17.24
+2.9%
16.59
-1.0%
19.75
+17.9%
21.31
+27.2%
SanDisk Corp. (SNDK)
Read Jim's full show comments here >>
 

 

 

 

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...  

Benchmark Date: 8/11/09 8/18/09 9/11/09 11/11/09
Original Cost: $21,000 $21,708 $23,410 $22,317
Index Value On Dates: 100 103 111 106
   
 

  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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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...
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.
   

Read This Complete Mad Money Recap episode here >

 

 

  *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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Speculative Tech Basket

 
 
Next Portfolio Tracked >>
Jim Cramer's Economic "Build Up" Basket of Stocks
         
   
   

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