Thursday November 16 2006 Recap of Mad Money with Jim Cramer
Thursday November 16 2006 Recap of Mad Money with Jim Cramer
1-800-743-CNBC
Good Management:
Adidas owns Rebook and just screwed up. Failed to spend enough on marketing.
The plays are Nike and Under Armour: Do not own both. Own one or the other.
NKE Defensive play. 36% of the market. Releasing new soccer cleat in Europe for the first time. Lower risk stock compared to UARM.
UARM Offensive. A little more risky then NKE. 31% of the market. High Growth. High Multiple stock. Hot brand.
NIKE, Inc.
(Public, NYSE:NKE)Under Armour, Inc.
(Public, NASDAQ:UARM)Caller: Golf Play. DIcks Sportings good. Cramer wants to see that stock cool off first. Cramer recommends FO.
Fortune Brands, Inc.
(Public, NYSE:FO)What does it mean when a stock moves over to the NYSE? Temporary Short Squeeze.
Commercial Break:
Sears Holdings SHLD: Down 10 points today and its a GIFT.
Sears Holdings Corporation
(Public, NASDAQ:SHLD)If you need a retailer then you should get Costo or JCPenny. Sears Holdings is not a retailer play for Cramer. It is an investment vehicle. Eddie Lampert uses the excess cash for investments as margin expansion. Baby Berkshire Hathaway.
Costco Wholesale Corporation
(Public, NASDAQ:COST)J.C. Penney Company, Inc.
(Public, NYSE:JCP)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
LVLT : House of Pleasure. Buy.
SIX : The bottom has been hit. Tripple Buy.
DELL : Caller bought DELL at 50 and Cramer says Sell now at 25.
Q : Putting Qwest as a Don't Buy until lower.
PCP : Best play on the Airline Cycle
EBAY : Listing are up. Bottom Line. EBAY is going higher
OPSW : Sell and switch into ORCL.
QCOM : Don't Buy. Unsure about last Quarter.
MRK : Hold on to MRK.
LLL : missed Cramers Recomendation.
? : missed this one
CROX : Ring the register and take profits.
WFMI : Sell.
Commercial Break:
The Sell Block : What stocks you need to take of the table and which ones you need to run away from fast.
COH take a little off of the table and play with the houses money.
Coach, Inc.
(Public, NYSE:COH)Sell RDA.
The Reader's Digest Association, Inc.
(Public, NYSE:RDA)Sell both BGP : Borders and BDK: Black and Decker. Sell and Sell.
Borders Group, Inc.
(Public, NYSE:BGP)The Black & Decker Corporation
(Public, NYSE:BDK)Sell HDB
HDFC Bank Limited (ADR)
(Public, NYSE:HDB)Sell ISIS
ISIS Pharmaceuticals, Inc.
(Public, NASDAQ:ISIS)Buy NHWK
NightHawk Radiology Holdings, Inc.
(Public, NASDAQ:NHWK)Buy ADSK : Autodesk
Autodesk, Inc.
(Public, NASDAQ:ADSK)OIH Sell. Sell Oil Stocks.
Oil Service HOLDRs (ETF)
(Public, AMEX:OIH)Commercial Break:
BG good play as all the food companies move away from trans fats.
? Provident Good dividend monthly
ZUMZ not a good quater and not a good buy.
GOOG part of the SNP 100? Good or Bad.
HAL
VMC and GVA. VMC still good. California construction plays.
Commercial Break:
Sudden Death:
TRMB : GRMN or RIMM
OB : No decision. Cramer has to see it trade a little longer.
JPM : Buy.

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