Monday November 27 2006 Recap of Mad Money with Jim Cramer
Monday November 27 2006 Recap of Mad Money with Jim Cramer
Show Theme: Investing with a Weak Dollar
There is no such thing as the "Market." There are companies that get hurt by a weak dollar and helped by a weak dollar. Only time when you should worry about a weak dollar is when it leads to higher interest rates.
Stocks that will profit off of the weak dollar:MO, PG, DD, IBM, CVX, SFL, HAL, ADI, CL, INTC, TXN , QCOM, DOW
Stocks not to buy:
DOW no
AFL dont buy
IBM already made its move
CVX and XOM are too tied to Oil
Real winners: "Four horsemen of the weak dollar apocalypse"
PG Procter & Gamble
MO Altria Group Inc: Better then Expected Everything.
DD
HAL
Caller: Foreign Banks a Buy?
Cramer: Our rates are going down and their rates are going up. Buy our banks.
Commercial Break:
Red Wine Saves Lives: Chemical, Resveratrol, in Red Wine that extends lives and endurance of lab mice.
STZ: World's Largest Wine Producer.
Constellation Brands, Inc.
(Public, NYSE:STZ)Analysts do not talk about everything. They are over looking STZ. Red Wine is now a vitamin. This should be great for sales. This stock is floating under the radar. Red wine could extend your life.
Bottom Line: If you rean any news paper you know STZ as the biggest wine producer on earth and its virtually a vitamin.
Caller: DEO how does Red Wine impact the industry.
Cramer: Thinks you can win with DEO
Caller: SVI
Cramer: If we do not get double digit then we are bearish. Ixnay on the SVIay.
Commercial Break:
Its Time for the Lightning Round:
.
1-800-743-CNBC Mad Money Phone Number for the Lightning Round.
madmoney@CNBC.com
Caller's Stock : Jim Cramer's Recommendation
DVN : 2 thumbs up for those of you who like oil
MA : Up so much that people are going to ring the registery all the way down. Do not start a new position here.
SBUX : Let SBUX come in. China play. 32 -33 mon back.
HP : Cramer likes King HAL
VZ : Good upside and is good to go.
WMI : 2 thumbs up.
PNRA : high growth stock like SBUX. Bullish. Only one thumb up.
TRMP : December decision. Up against some pretty tough opponents. 25 - 26 in a heart beat
AA : Tripple Sell. LMC is better.
WLT : too cheap. Ultimate value stock.
LVLT : single best play on the shortage of bandwidth. could double in 2 years.
blogger note: Well gee Jim I sure hope so. Do you really want me to wait 2 years?
Commercial Break:
SQM : Cramer says stay in this one. Two players are viaing for the company? Li Lithium batteries. 50% of the world market share by 2008. World's Cheapest supplier of fertilizer. BG, DE, POT. Cramer thinks SQM is a 170 dollar stock masquerading as a 130 dollar stock. Underrated by 30% just on earnings. Trade with LIMIT ORDERS.
Sociedad Quimica y Minera (ADR)
(Public, NYSE:SQM)Commercial Break:
Mad Mail: Jim Responds to your emails.
Email: NYX merger thinking about merger.
Cramer: NYX is going higher. Wait till you see the bleeding of the other longs and snap some up.
Email: HAS and MAT as buys.... they are over bought.
Cramer: Incredibly cheap. Buy now and wait for it to come down. Do not buy all at once.
Email: RVBD. PKTR is better
Cramer: PKTR is not as consistant.
Commercial Break:
SUDDEN DEATH: Booyah Free Zone.
SUP : Sell
ASD : Don't Buy. Lower on Bad quarter.
WFMI : Don't Buy. It is going lower.

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