Posted on July 02, 2010
Gold Digger submits:
Since quite a few retail investors watch CNBC and particularly Jim Cramer because his theatrics make his opinions more fun to watch, and perhaps more credible too. In the past few days he mentioned a fun word, Candies (basically it’s an acronym for Chipotle (CMG), Apple (AAPL), Netflix (NFLX), Deckers (DECK), Intuitive Surgical (ISRG), Express Scripts (ESRX) and Salesforce (CRM)). These are all growth stocks that have given some good returns until now. So I thought it would be a good idea to put these stocks into some perspective for investors and followers.
Growth stocks are good because they provide good returns as the underlying company is in the growth phase and its earnings are increasing at a fast pace. As analysts align their expectations with real earnings, these stocks tend to go up. However, investors should keep in mind that growth stocks are much more volatile too and any one event can totally wipe out gains in these stocks. The risk is even higher for those investors who try to play the catch up role and missed the initial up moves. Also, these stocks are highly dependent on the economy and consumer buying power.
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Posted on July 02, 2010
Miriam Metzinger submits:
Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Tuesday June 22.
Apple (AAPL): Cheap or Expensive?
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Posted on July 02, 2010
Miriam Metzinger submits:
Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Wednesday June 23.
Advice for GM’s (MTLQQ.PK) IPO, Citigroup (C), Primerica (PRI), Mitel Networks (MITL)
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Posted on July 02, 2010
Miriam Metzinger submits:
Stocks discussed on the lightning round session of Jim Cramer’s Mad Money TV Program, Wednesday June 23.
Bullish Calls
Banco Santander (STD): "…they in the last month have done an incredible amount of creative work that I did not see coming… and I think have made the bank much stronger… just in one month…these guys have reinvented themselves… the Spanish bond market is very good… they have $38b in bonds… they can sell all they wanted… Banco Santander has become a very… let’s just say a very investable stock after being a shaky one… and it has become a terrible short… my hat is off to them for the last 4 weeks of effort… I have never seen a bank reinvent themselves this fast and make itself much safer."
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Posted on July 02, 2010
Miriam Metzinger submits:
Stocks discussed on the Stop Trading! session of Jim Cramer’s Mad Money TV Program, Wednesday June 23.
Fortune Brands (FO), Jabil Circuit (JBL), Cisco (CSCO), Netflix (NFLX), Akamai (AKAM)
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Posted on July 02, 2010
Miriam Metzinger submits:
Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Thursday June 24.
NIke, (NKE), Bed Bath & Beyond (BBBY), Adobe (ADBE), Darden Foods (DRI), Jabil Circuit (JBL) CarMax (KMX)
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Posted on July 02, 2010
Miriam Metzinger submits:
Stocks discussed on the lightning round session of Jim Cramer’s Mad Money TV Program, Thursday June 24.
Bullish Calls
General Mills (GIS): "This is fabulous."
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Posted on July 02, 2010
Miriam Metzinger submits:
Stocks discussed on Jim Cramer’s Stop Trading! TV Segment, Thursday June 24.
BP (BP), Deutsche Bank (DB), Credit Suisse (CS), Citigroup (C)
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Posted on July 02, 2010
Greenbackd submits:
The St. Joe Company (NYSE: JOE) owns approximately 577,000 acres of land concentrated primarily in northwest Florida, as well as approximately 405,000 acres in the coast of the Gulf of Mexico. The stock has been pummelled by the downturn in Florida real estate and the ongoing oil spill in the Gulf of Mexico. The stock is a perennial favorite of value investors, but opinion is not uniformly positive. Bruce Berkowitz’s Fairholme is the largest shareholder. Marty Whitman’s Third Avenue is a large, long-term holder. Sham Gad is long and Jon Heller held it in the past, which led to a fantastic back-and-forth with David Einhorn, who was short in 2007 (and may still be short). Cramer is short (or selling, at least). Why the wide divergence in opinion? A valuation of JOE turns on the value of its real estate, and arriving at a sensible estimate of value of JOE’s real estate holdings is a difficult task. Further, the damage to the coastline from the oil spill is unquantified.
The long thesis
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Posted on July 02, 2010
Miriam Metzinger submits:
Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Friday June 25.
Tale of Two Dividends: Annaly Capital Management (NLY), Hatteras (HTS)
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