Archive for December, 2005

Cramer’s Mad Money Daily Recap 12/29/05

Friday, December 30th, 2005

CramersMadMoney.comWe have done our best to record the calls for you, but remember that the show is fast moving, and sometimes Cramer bangs on the sell! sell! sell!, bull roar, train wreck, suicide jump, hallelujah chorus, backing up truck, creepy house of pain voice, machine gun, fanfare, toilet flush, all aboard, applause, cash register, bear growl, bowling pins, and submarine diving alarm buttons all at once, while he is screaming.

Please do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the show, where his comments about the stocks often include advice about entry and exit points.

Cramer’s TV show was a rerun today.

Aaron Task is filling in for Jim Cramer all week on the radio show - the following picks are Aaron Task’s.

Bullish
Apple Computer (AAPL) ))))
Cendant (CD) ))))
Chesapeake Energy (CHK) ))))
Computer Sciences (CSC) ))))
Dow Jones US Telecom (IYZ) ))))
El Paso’s (EP) ))))
F5 (FFIV) ))))
JDS Uniphase (JDSU) ))))
Motorola’s (MOT) ))))
Turkcell (TKC) ))))
Under Armour (UARM) ))))

All stocks called during Lightning Round on Mad Money TV show except:
* discussed on the Mad Money TV show
)))) discussed on the RealMoney Radio show

Having trouble writing down all of Cramer’s picks?
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Cramer’s Mad Money Daily Recap 12/28/05

Wednesday, December 28th, 2005

CramersMadMoney.comWe have done our best to record the calls for you, but remember that the show is fast moving, and sometimes Cramer bangs on the sell! sell! sell!, bull roar, train wreck, suicide jump, hallelujah chorus, backing up truck, creepy house of pain voice, machine gun, fanfare, toilet flush, all aboard, applause, cash register, bear growl, bowling pins, and submarine diving alarm buttons all at once, while he is screaming.

Please do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the show, where his comments about the stocks often include advice about entry and exit points.

Cramer’s TV show was a rerun today.

Aaron Task is filling in for Jim Cramer all week on the radio show - the following picks are Aaron Task’s.

Bullish
Altria (MO) ))))
BP (BP) ))))
ConocoPhillips (COP) ))))
Dow Jones Healthcare (IYH) ))))
Dow Jones US Energy (IYE) ))))
Dow Jones US Technology (IYW) ))))
Dow Jones US Telecom (IYZ) ))))
Emerging Market Index Fund (EEM) ))))
Exxon Mobil (XOM) ))))
FedEx (FDX) ))))
Goldman Sachs Natural Resources (IGE) ))))
Halliburton (HAL) ))))
MSCI Japan (EWJ) ))))
Nabors Industries (NBR) ))))
National Oilwell Varco (NOV) ))))
Occidental Petroleum (OXY) ))))
Russell 2000 Value Index (IWN) ))))
Sigmatel (SGTL) ))))
UPS (UPS) ))))
Valero (VLO) ))))

All stocks called during Lightning Round on Mad Money TV show except:
* discussed on the Mad Money TV show
)))) discussed on the RealMoney Radio show

Having trouble writing down all of Cramer’s picks?
Free daily recap newsletter to your inbox

PortfolioCrafter - Market Commentary 12/28/05

Wednesday, December 28th, 2005

PortfolioCrafterToday the Dow crawled back into positive territory for the year after the drubbing it received yesterday. The stabilized Treasury yield curve and a larger-than-expected rise in consumer confidence helped buoy investor sentiment, and overshadowed a surge in crude oil prices.

The Dow Jones Industrials Average rallied 18.49 points to 10,796.26, the Standard & Poor’s 500 Index tacked on 1.63 points to 1,258.17 and the Nasdaq Composite ended 2.05 points higher at 2,228.94. The three gauges see-sawed on both sides of unchanged throughout the session as investors weighed competing influences. Year-to-date, the Dow is little changed, the S&P is up 4 percent and the Nasdaq is up around 2.5 percent.

Market breadth was positive and volume was moderate. On the New York Stock Exchange, winners topped losers 11 to 5 as 830 million shares changed hands. On the Nasdaq, advancers edged decliners 8 to 7 on volume of almost 1 billion shares.

A strong reading on consumer confidence with the Conference Board’s index jumping to 103.6 from a downwardly revised 98.3 in November, topped analysts’ estimates. This gave a boost to investor confidence. The 3% jump in oil prices provided a catalyst for scooping up recently beaten-down oil stocks.

A rally in the oil sector, led the Amex Oil index to jump up 15.38 or 2% to 989.59. Valero energy closed up $1.06 to $51.96, ConocoPhillips gained $0.98 to $58.48, and Exxon Mobil jumped up $0.42 to $56.29. Other Dow gainers included Alcoa which gained $0.40 to $29.65, and 3M jumped up $0.89 to $78.27. Clegene closed up $3.45 or 4.5% to $60.93, after announcing that regulators had approved its treatment for a rare bone marrow disorder. The company also announced a 2-for-1 stock split and some management changes. Linens N Things closed up $2.68 or 11% to $26.59, after announcing that it should meet financial targets necessary for a potential takeover by buyout firm Apollo Management LP.

U.S. light crude oil for February delivery shot up $1.66, or 2.9%, to close at $59.82 on the New York Mercantile Exchange, amid renewed talk that the Organization of Petroleum Exporting Countries (OPEC) might cut production at its next meeting. January natural gas futures rose 40.9 cents, or 3.7%, to $11.431 per million BTU.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter

Cramer’s Mad Money Daily Recap 12/27/05

Tuesday, December 27th, 2005

CramersMadMoney.comWe have done our best to record the calls for you, but remember that the show is fast moving, and sometimes Cramer bangs on the sell! sell! sell!, bull roar, train wreck, suicide jump, hallelujah chorus, backing up truck, creepy house of pain voice, machine gun, fanfare, toilet flush, all aboard, applause, cash register, bear growl, bowling pins, and submarine diving alarm buttons all at once, while he is screaming.

Please do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the show, where his comments about the stocks often include advice about entry and exit points.

Aaron Task is filling in for Jim Cramer all week on the radio show.

On the TV show, Cramer mentioned investing rules he has learned from his 25 years trading.

Among the rules mentioned were the following:

Bulls make money. Bears make money. Pigs get slaughtered.

Don’t buy all at once.

Buy and homework, not buy and hold.

Diversify in order to control risk.

Buy best of breed.

No woulda, shoulda, coulda.

Bullish
Excel Maritime (EXM) ))))
GM (GM) ))))
Johnson & Johnson (JNJ) ))))
JP Morgan (JPM) ))))
Merck (MRK) ))))
Pfizer (PFE) ))))
Scholastic (SCHL) ))))
Southwest (LUV) ))))

All stocks called during Lightning Round on Mad Money TV show except:
* discussed on the Mad Money TV show
)))) discussed on the RealMoney Radio show

Having trouble writing down all of Cramer’s picks?
Free daily recap newsletter to your inbox

PortfolioCrafter - Market Commentary 12/27/05

Tuesday, December 27th, 2005

PortfolioCrafterStocks tumbled today with investors bailing out of a variety of sectors in a broad-based end-of-the-year sell off. The Dow Jones Industrials Average suffered its worst one-day point loss in two months, as developments in the bond market that have typically foreshadowed recessions spooked investors, and overshadowed a sharp drop in energy prices.

The Dow Jones industrial average closed down 105.50 to 10,777.77, the Standard & Poor’s 500 index closed down 12.12 to a 2-week low of 1,256.54 and the Nasdaq composite index lost 22.53 to 2,226.89. All three indices lost around 1% each. With just three trading sessions left for the year, the Dow has practically lost all its gains, the S&P 500 is up 3.8% and the Nasdaq is up 2.4%.

The market breadth turned negative for the day and volume was light. On the New York Stock Exchange, losers beat winners by more than eleven to five on volume of 915 million shares. On the Nasdaq, decliners topped advancers almost three to one on volume of 1.05 billion shares.

Investors were bothered by weakness in energy and tech stocks and a brief inversion of the yield curve, which revived worries about a slower economy The Treasury yield curve inverted — shorter-term maturities yielded higher interest rates than longer-term maturities — for the first time in five years. The only time in the last 30 years that an inverted curve wasn’t followed by a recession was in 1998, when it inverted briefly during the Asian financial crisis. This ‘Inversion’ is not a good sign as it suggests liquidity is being drained from the market at a rapid rate. This is a good indication for the Federal Reserve that they may have raised interest rates too far.

Amongst losers, American Express closed down $1.03 to $51.28, Home Depot lost $0.55 to $41.04, 3M lost $1.11 to $77.49, and Intel slid $0.49 to $25.48. Amazon closed down $0.72 to $48.50, eBay lost $0.86 to $43.75, and the Goldman Sachs Internet index lost 1.3%. Guidant closed down $2.29 to $64.69, on reporting that sales and earnings in the fourth quarter will miss forecasts. Guidant is also in the middle of a takeover struggle between Johnson & Johnson and Boston Scientific. Amongst oil stocks, Exxon Mobil closed down $1.19 to $55.91, and Valero Energy closed down $1.82 to $51.01. Sirius Satellite Radio was amongst the few gainers that closed up $0.16 to $6.99, after announcing that its subscribers had topped 3 million.

The January natural gas futures contract tumbled $1.261, or 10%, to settle at a 4-month low of $11.022 per million BTU. February crude closed down 27 cents at $58.16, paring earlier losses to a 4-week low of $57.30 in the final hour of NYMEX trading.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter

Cramer’s Mad Money Daily Recap 12/23/05

Saturday, December 24th, 2005

CramersMadMoney.comWe have done our best to record the calls for you, but remember that the show is fast moving, and sometimes Cramer bangs on the sell! sell! sell!, bull roar, train wreck, suicide jump, hallelujah chorus, backing up truck, creepy house of pain voice, machine gun, fanfare, toilet flush, all aboard, applause, cash register, bear growl, bowling pins, and submarine diving alarm buttons all at once, while he is screaming.

Please do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the show, where his comments about the stocks often include advice about entry and exit points.

Bullish
ABB (ABB)
ABB (ABB) ))))
Agilent (A)
Amcol International (ACO) *
American Express (AXP)
ATI Technologies (ATYT)
Boeing (BA)
Boeing (BA) *
Canadian National Railway (CNI) ))))
Capstone Turbine (CPST) ))))
Ceradyne (CRDN) *
Computer Sciences (CSC) STOCK OF THE DAY *
Cooper (COO)
Cooper Industries (CBE)
Cubist Pharmaceuticals (CBST) ))))
eBay (EBAY) ))))
Electronic Arts (ERTS) ))))
Finish Line (FINL)
Fluor (FLR) ))))
Foster Wheeler (FWLT) ))))
FTI Consulting (FCN)
GameStop (GME) ))))
Genentech (DNA)
Gentex (GNTX) *
GlaxoSmithKline (GSK)
JC Penney (JCP) ))))
Kohl’s (KSS) ))))
MEMC Electronics Materials (WFR) *
Microsoft (MSFT) ))))
MTR Gaming (MNTG) ))))
Navteq (NVT) ))))
Netease.com (NTES) ))))
Neurocrine Biosciences (NBIX)
Nike (NKE) ))))
Pike Electric (PEC)
Qualcomm (QCOM) *
Rackabel Systems (RACK) *
Ralph Lauren (RL) *
Sanofi-Aventis (SNY)
Target (TGT) ))))
Under Armour (UARM) ))))
Vertex Pharmaceuticals (VRTX) ))))
Waste Management (WMI)
Whole Foods (WFMI) ))))
WPCS International (WPCS) ))))
Yahoo! (YHOO) ))))

Bearish
AT&T (T) ))))
Baidu.com (BIDU) ))))
Bausch & Lomb (BOL) ))))
Cardiotech (CTE) ))))
CSK Auto (CAO) ))))
DHB Industries (DHB) *
Fidelity National Financial (FNF)
Hartmarx (HMX) *
Martek Biosciences (MATK)
NL Industries (NL)
Playboy (PLA)
Shuffle Master (SHFL)
Tivo (TIVO) ))))
Veeco Instruments (VECO)

All stocks called during Lightning Round on Mad Money TV show except:
* discussed on the Mad Money TV show
)))) discussed on the RealMoney Radio show

Having trouble writing down all of Cramer’s picks?
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PortfolioCrafter - Market Commentary 12/23/05

Friday, December 23rd, 2005

PortfolioCrafterEconomic reports & merger-and-acquisition buzz failed to ignite investors’ interest in the last session before a long holiday weekend. Stock prices closed at almost flat levels, after a light-volume pre-Christmas session.

Today, the Dow Jones industrial average closed down 6.17 to 10,883.27, the broader Standard & Poor’s 500 index finished up 0.54 to 1,268.66, and the Nasdaq composite index ended up 2.93 or 0.1% to 2,249.42. For the week, the Dow Jones Industrials and the S&P 500 both gained 0.1%, while the Nasdaq Composite dropped 0.1%. This was the fourth-straight week when the Nasdaq was lower. The Dow and S&P both ended higher for the second straight week. So far this year, the Dow is up about 1%, the S&P is up about 4.6%, and the Nasdaq has gained about 3.3%.

Market breadth was positive. Volume was unusually light ahead of the Christmas weekend. On the New York Stock Exchange, winners beat losers by 20 to 11 on volume of 940 million shares. On the Nasdaq advancers edged out decliners 15 to 14 as 1 billion shares changed hands.

While the week has been relatively flat, it is expected that with some positive news from retailers, the market would be propelled higher in the final four sessions of the year.

In November, sale of new homes fell 1.3%, the biggest decline in nearly 12 years. This led housing stocks to tumble. D.R. Horton closed down $0.64 to $36.21, and Pulte Homes lost $0.75 to $40.75. The Dow Jones Home Construction index closed down $11.29 or 1.4% to $936.70.

The Commerce Department said new orders for U.S. durable goods increased 4.4% in November to a record high $223 billion, pushed higher by aircraft orders. This is against the expected rise of 1.5%.

Amongst gainers, IBM closed up $0.26 to $83.48, Boeing gained $0.17 to $71.49,on news that it may get a deal worth $10 billion with Singapore Airlines. Staar Surgical closed up $2.74 or 40% to $8.51, on winning FDA approval of an implantable lens designed to correct nearsightedness in adults. Wyeth closed up $0.71 or 2% to $47.48, and Progenics Pharmaceuticals closed up $2.51 or 12% to $25.60.

Amongst losers, Solectron closed down $0.23 or 75 to $3.61, after declaring that first-quarter profit was cut in half as revenue fell and costs rose. Albertsons closed down $2.74 to $20.54, on breaking off talks to be bought by an investor group.

Bain Capital, a private equity firm, is reportedly in discussions to buy a unit of Texas Instruments. Stock of Texas instruments closed up 1% up $0.21 to $32.93. Online search company Mamma.com closed up $0.55 or 205 to $2.75, after the company agreed to buy Copernic Technologies. Affiliated Computer Services rose $2.92 or 5% to $61.00, after a report that three private-equity firms are in talks to buy the company for $62 a share, or about $8 billion.

Light sweet crude oil for February delivery settled up 15 cents to $58.43 a barrel on the New York Mercantile Exchange.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter

Cramer’s Mad Money Daily Recap 12/22/05

Friday, December 23rd, 2005

CramersMadMoney.comWe have done our best to record the calls for you, but remember that the show is fast moving, and sometimes Cramer bangs on the sell! sell! sell!, bull roar, train wreck, suicide jump, hallelujah chorus, backing up truck, creepy house of pain voice, machine gun, fanfare, toilet flush, all aboard, applause, cash register, bear growl, bowling pins, and submarine diving alarm buttons all at once, while he is screaming.

Please do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the show, where his comments about the stocks often include advice about entry and exit points.

Bullish
Altria (MO) ))))
AMR (AMR)
Bausch & Lomb (BOL) *
Charles & Colvard (CTHR)
Corning (GLW)
Domino’s Pizza (DPZ) *
ENGlobal (ENG) STOCK PICK OF THE DAY *
ev3 (EVVV) *
F5 Networks (FFIV) ))))
Hi-Tech Pharmacal (HITK)
Homex (HXM)
ITT Industries (ITT) *
Juniper Networks (JNPR) ))))
Kraft (KFT) ))))
Motorola (MOT)
Navteq (NVT)
Premium Standard Farms (PORK)
Questar (STR)
SiRF Technology (SIRF)
UPS (UPS)
Vertex Pharmaceuticals (VRTX)
Village Bank and Trust (VBFC) ))))
Votorantim Celulose (VCP) *
Wal-Mart (WMT) *

Bearish
Amazon.com (AMZN)
Best Buy (BBY)
Chicago Mercantile Exchange (CME)
Cisco (CSCO) ))))
Dover Saddlery (DOVR) ))))
FedEx (FDX)
International Paper (IP) *
Smithfield Foods (SFD)
VeriSign (VRSN)
Vivus (VVUS) ))))

All stocks called during Lightning Round on Mad Money TV show except:
* discussed on the Mad Money TV show
)))) discussed on the RealMoney Radio show

Having trouble writing down all of Cramer’s picks?
Free daily recap newsletter to your inbox

PortfolioCrafter - Market Commentary 12/22/05

Friday, December 23rd, 2005

PortfolioCrafterSeveral strong earnings reports in the technology sector propelled the Nasdaq and spurred renewed optimism in a year-end rally. .Stocks closed at their best levels of the session, aided by data showing tame inflation, with Dow components Caterpillar and American International Group marked higher after being named sector favorites by research firms. Today’s gains left the Dow up about 1% and the S&P up about 4.6% for the year, with five sessions left in 2005. The Nasdaq has gained about 3.3% year-to-date.

Today, the Dow Jones industrial average closed up 55.71 or 0.5% to 10,889.44, the broader Standard & Poor’s 500 index closed up 5.33 or 0.4% to 1,268.12, and the Nasdaq composite index finished up 14.83 or 0.7% to 2,246.49.

Market breadth was positive. On the New York Stock Exchange, winners beat losers by more than 20 to 12 on volume of 1.3 billion shares. On the Nasdaq advancers beat decliners by a margin of about 18 to 11 as 1.5 billion shares changed hands.

In November, consumer spending rose 0.3% and the reading on inflationary pressures on prices has been tame. Leading indicators that forecast economic trends up to six months ahead, climbed to 0.5% after rising a revised 1% in October. Additionally, the weekly jobless claims also fell more than forecasts.

Amongst gainers, Red Hat jumped over 4.5% up $1.24 to $27.80, after reporting sales above Wall Street’s estimates, Research in Motion closed up $6.54 or 11% to $68.30, and Tibco Software closed up $0.54 or 7.5% to $7.84, on better-than-expected profit. Shares of Humana closed up $6.97 or approx 15% to $55.29, on reaffirming its earnings outlook for 2006.

Amongst losers, Micron Technologies lost $0.50 or 3.5% to $13.64, on reports of 60% plunge in profits. ConAgra Foods closed down $0.34 or 1.5% to $20.60, on a 32% drop in second quarter profits. Bed Bath and Beyond lost $4.97 or 12% to $36.27, on a disappointing outlook for the fourth quarter. Finish Line sank 1.5% on reporting a 62% drop in third-quarter profits. Russell closed down $1.14 or 7.5% to $13.58, on citing lower-than-expected sales.

Apax Partners is reportedly in the final stages of a deal to buy Tommy Hilfiger which lost over 2% to close down $0.36 to $16.00. Shares of AtheruGenics closed up $3.24 or 20% to $19.74, after it signed a heart drug deal worth up to $1 billion with AstraZenca which closed up $0.35 to $48.40. Shares of Maytag closed up $0.33 or almost 2% to $19.10, on news of approval to buy Whirlpool which closed up $0.29 to $84.17.

Light sweet crude oil for February delivery settled down 28 cents to $58.28 a barrel on the New York Mercantile Exchange. The January natural-gas contract closed down $1.35 at $12.92 per million BTU on news that U.S. gas inventories declined 162 billion cubic feet in the latest week, although supplies remained above their five-year average.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter

Cramer’s Mad Money Daily Recap 12/21/05

Thursday, December 22nd, 2005

CramersMadMoney.comWe have done our best to record the calls for you, but remember that the show is fast moving, and sometimes Cramer bangs on the sell! sell! sell!, bull roar, train wreck, suicide jump, hallelujah chorus, backing up truck, creepy house of pain voice, machine gun, fanfare, toilet flush, all aboard, applause, cash register, bear growl, bowling pins, and submarine diving alarm buttons all at once, while he is screaming.

Please do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the show, where his comments about the stocks often include advice about entry and exit points.

Bullish
Allergan (AGN) *
Allscripts Healthcare (MDRX)
Altria (MO) ))))
Alvarion (ALVR)
Boeing ))))(BA)
Broadcom (BRCM) ))))
Buckeye Partners (BPL) ))))
Chesapeake Energy (CHK)
ConocoPhillips (COP)
Crane (CR) ))))
Deere & Co. (DE)
Dynegy (DYN) *
First Data (FDC)
Flagstar Banc (FBC)
Goldman Sachs (GS) ))))
Google (GOOG) ))))
Halliburton (HAL) ))))
Honeywell (HON) ))))
Marvell Technology (MRVL) ))))
Molecular Devices (MDCC)
Nabors Industries (NBR)
Neoware Systems (NWRE)
Qualcomm (QCOM) ))))
Radiant Systems (RADS)
Salesforce.com (CRM)
Southwest Energy (SWM)
Starbucks (SBUX) ))))
Steak N Shake (SNS)
Talisman Energy (TLM) STOCK PICK OF THE DAY *
TheStreet.com (TSCM) ))))
UnitedHealth Group (UNH) ))))
VF Corp (VFC) *
ViroPharma (VPHM)

Bearish
Agco (AG)
AutoZone (AZO)
Disney (DIS)
Exxon Mobil (XOM)
Petroquest Energy (PQ)

All stocks called during Lightning Round on Mad Money TV show except:
* discussed on the Mad Money TV show
)))) discussed on the RealMoney Radio show

Having trouble writing down all of Cramer’s picks?
Free daily recap newsletter to your inbox