Jim Cramer's Mad Money Episode Recaps
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Submitted by just another Cramerholic on Sat, 09/01/2007 - 20:13.


TheCramerReport.com is your best source for Mad Money recaps, information about Jim Cramer, and other investment news. Scroll down to see what one of the most successful investors in the world has to say about the market.

TheCramerReport.com's Mad Money Recap - July 3, 2008

Submitted by just another Cramerholic on Fri, 07/04/2008 - 05:53.


Cramer gave out general investing and personal investing advice in this show, and didn't mention any individual stocks. He said that the keys to wealth are to get out of debt, obtain health and disability insurance, and be sure to preserve your capital, and then reviewed some of his basic investing principles that he talks about on a daily basis.


TheCramerReport.com's Mad Money Recap - July 2, 2008

Submitted by just another Cramerholic on Thu, 07/03/2008 - 05:59.


Segment 1: Profit from Medicare, Part 3

Cramer said that you need to stay away from any stock that is economically sensitive, and find ones that are safe. He then recommended another healthcare stock that will benefit from the new Medicare bill, Pediatrix Medical Group (PDX), which is the top billing service provider to neonatal intensive care units. Cramer likes it because it is near its 52 week low, and he thinks that Wall Street doesn't see the potential in the stock, or understand the company. The company's customers don't get Medicare, but the bill will set the rates that the company can charge at a higher level. He said that he believes that the company will grow at 13% this year, and put a price target of $62 on the stock.

Cramer took phone calls on the following stocks:

Biovail (BVF): Cramer thinks this is too dangerous right now.

Rite-Aid (RAD): Cramer thinks that this company took on too much debt, and that the bond holders will end up owning the company. He said to wait to buy Walgreen (WAG) or CVS (CVS) until that happens.



Segment 2: The Year of Natural Gas Update

Cramer recommended natural gas transmitter Spectra Energy (SE). It has 18,000 miles of pipeline in the U.S. and Canada, and its infrastructure is needed by almost every natural gas driller. Cramer likes it because it makes money on the volume of gas pumped through its pipelines, not the actual price of the gas. He also likes the 3.5% dividend yield and a stock buyback that the company is doing. Finally, Cramer is bullish because he thinks it will have a good growth rate, and will no longer trade at a discount to its peers. He put a price target of $32.84 on the stock.

Cramer took phone calls on the following stocks:

Occidental Petroleum (OXY): Cramer said that they are a great worldwide finder of oil, but he thinks it will go to $84 - $85 during this pullback.



Segment 3: Lightning Round!

Vale (RIO): Cramer is bullish in the long term, but he's concerned that they took out too much debt for an acquisition, and he wants to see what they do with it before recommending it.

Goodrich (GR): Cramer said that no airlines can afford to buy airplanes, so there is no demand for their product right now. He is bearish.

SkyWorks (SWKS): Cramer said to take profits now since you'll probably be able to get in lower down the road.

Harsco (HSC): Cramer said not to give up on this stock, and that he is a buyer.

Valero (VLO): Cramer is bearish on all refiners since they haven't been able to increase their prices to make any money.

Vectren (VVC): Cramer likes it because it has a good yield and is a safe energy distributor.

StanCorp (SFG): Cramer said that this is a safe financial, and he wants to hold onto it.

Enersis (ENI): Cramer is bullish on this Latin American utility.

Brown Formman (BF-B): Cramer said that this stock is dropping because Fortune Brands (FO) blew up, but that he is bullish on BF-B and wants to buy more.

HealthSpring (HS): Cramer said that he wants to stay away from this sector until after the U.S. elections.



Segment 4: Am I Diversified?



Segment 5: Wall Of Shame Update

Cramer is removing Blockbuster (BBI) CEO James Keyes from the Wall because the company backed away from its plan to buy Circuit City (CC) that Cramer thought was a bad idea. He moved Yahoo! (YHOO) CEO Jerry Yang to the top as well.



Segment 6: Sudden Death!

Charles Schwab (SCHW): Cramer is bullish.

Ship Finance International (SFL): Cramer is bearish.

Frontline (FRO): Cramer is bullish.

Stryker (SYK): Cramer is bullish.


TheCramerReport.com's Mad Money Recap - July 1, 2008

Submitted by just another Cramerholic on Wed, 07/02/2008 - 06:01.


Segment 1: Profit from Medicare, Part 2

Cramer gave out his next stock that can make money off of the new Medicare bill making its way through Congress. His recommendation is Allscripts (MDRX). He likes it because the bill has incentives for using e-prescriptions by 2010, and this company will be the primary beneficiary. There also will be penalties for any doctors that refuse to switch from paper prescriptions, and there are handouts for doctors to make the initial hardware and software purchase needed to meet the requirements. The company's stock dropped $20 on news that a new product was very buggy, and Cramer thinks this bill is what will turn the stock around.

Cramer took phone calls on the following stocks:

Amedisys (AMED): Cramer said that he likes home health care, but he doesn't know if this is the right play.

UnitedHealth (UNH): Cramer said that he lost a lot of money in this stock, and he is done with it now.



Segment 2: Profit From Medicare, Part 2 Continued

Cramer recommended another stock that can profit from the new Medicare bill, ResMed (RMD). This company is part of a duopoly in the sleep apnea machine market. Cramer thinks that Wall Street has been overreacting to news that Medicare will begin competitive bidding for these machines because the company is growing overseas, and the company is undervalued. They also are in position to benefit from new rules about home testing that will make it easier to get a sleep apnea machine, and Cramer put a price target of $50 - $53 because of its growth rate. He ended the segment by telling people to wait for a pullback, but said that it's a buy.



Segment 3: Lightning Round!

Pep Boys (PBY): Cramer is bearish on this stock.

Brush Engineered Materials (BW): Cramer said to stay away from this airline related stock.

Suntrust Banks (STI): Cramer said to sell this on any rally.

Owens-Illinois (OI): Cramer said that he needs to see the next quarterly report before he will recommend it.

Exelon (EXC): Cramer is bullish on this stock.

Duke Energy (DUK): Cramer said to buy Con Ed (ED) or EXC instead.

Verizon (VZ): Cramer wants to buy this stock and AT&T (T) right now, but said that they were both contrarian picks.

Ener1 (HEV): Cramer thinks this speculative stock is a buy, but recommended Sociedad Quimica (SQM) as a better pick.

Wachovia (WB): Cramer is bearish on this financial.

EMCORE (EMKR): Cramer said that this speculative stock is not for him.



Segment 4: Clean Offshore Drilling Week Extra

Cramer said that he has received such a great response to his clean offshore drilling recommendations, that he is giving out one more. Today's pick is Bristow Group (BRS), which provides helicopters that transport workers out to oil rigs. Their profits are less cyclical because they have longer term retainer contracts, and they can pass fuel costs on to customers. Cramer thinks that their larger helicopters will be in higher demand as rigs are placed further and further offshore. Also, they make almost half their money overseas, and there is a helicopter shortage right now. Cramer gave a valuation of $68 based on the buyout of a competitor that was recently taken private. Cramer said to wait for a pullback tomorrow on higher oil and gas inventories before buying.



Segment 5: Mad Money Mail

Watts Water Technologies (WTS): Cramer said that he got this one wrong when he recommended it in the past, and he still doesn't like it.



Segment 6: Sudden Death!

Newfield Exploration (NFX): Cramer is bullish on this stock.

Intel (INTC): Cramer is bullish.

SAP (SAP): Cramer is bearish.


TheCramerReport.com's Mad Money Recap - June 30, 2008

Submitted by just another Cramerholic on Mon, 06/30/2008 - 17:56.


Segment 1: Second half of 2008 Forecast

Cramer said that he is glad that he can put the first half of the year behind him, and that it is time to look ahead to see how to make some money. There is a Medicare bill making its way through Congress that you can profit from, despite the fact that it can be a waste of taxpayer money. He will spend one segment each day this week recommending a company that can profit from this bill, and that healthcare is a good place to invest because it is not sensitive to the economic environment.

Cramer took phone calls on the following stocks:

Medical Properties Trust (MPW): Cramer thinks that this is a great REIT because of its properties and its high yield.

Medco Health (MHS): Cramer said that he has become less bullish on this stock because of increased competition from CVS (CVS) and UnitedHealth (UNH), and said to sell on any jumps in the stock price.



Segment 2: Profit from Medicare, Part 1

The first stock Cramer recommended in this week long segment is Fresenius Medical Care (FMS). Cramer likes it because he thinks dialysis providers will be given a nice windfall in the new Medicare bill by a new inflation based index for dialysis services, plus guaranteed yearly increases. FMS has a duopoly with DaVita (DVA), but Cramer likes Fresenius better because it has more size, and therefore more pricing power. It also is the only integrated dialysis provider in the world, and is expanding internationally, with a growth rate of over 20% overseas. The final reason he is bullish is that he thinks the earnings estimates are too low, giving the stock an easy target to beat over the next few quarters.

Cramer took phone calls on the following stocks:

Medtronic (MDT): Cramer said that he has not recommended this stock in a while, but he is now bullish because it has beat earnings estimates for the last 2 quarters.

Schering Plough (SGP): Cramer said that he doesn't think the stock is a takeover target, but he likes it anyway.



Segment 3: Lightning Round!

American Oriental (AOB): Cramer is bearish on this stock, along with every other Chinese stock.

Visa (V): Cramer said to take profits in this stock, and that he likes Mastercard (MA) better.

Tata Motors (TTM): Cramer said to take profits at $19, and is staying out of India right now.

Yingli Green (YGE): Cramer said that this is another Chinese stock to avoid.

BJ's Restaurants (BJRI): Cramer doesn't like restaurant stocks right now because of the potential recession.

Rex Energy (REXX): Cramer said that this is his most speculative play on the Marcellus Shale, but he is still bullish. He also recommended Chesapeake Energy (CHK) as a less speculative choice.

Canadian Solar (CSIQ): Cramer thinks this stock is going lower. He said to buy First Solar (FSLR) if you are interested in a solar play.

Con Ed (ED): Cramer thinks that this stock is way too low, since it has a 6% dividend yield right now. He wants to buy it uner $40.



Segment 4: How to Avoid the Bond Bullies

Cramer said that people are saying how cheap General Motors (GM) and Ford (F) are right now, and Cramer disagrees because they both have taken on too much debt. Both companies have a book value of around zero, and he thinks that the equity holders could lose out to the bond holders at some point if they are unable to pay back all that debt. Cramer learned this lesson in the past with Bethlehem Steel, when its common stock was canceled suddenly by the bond holders (aka bond bullies), leaving shareholders with nothing. Cramer added that he thinks Ambac (ABK) and MBIA (MBI) are in the same position, and that Citigroup (C), Wachovia (WB), Bank of America (BAC), and other financials could be in trouble as well.



Segment 5: Interview with CenturyTel (CTL) CEO Glen Post

Cramer said that this CEO looks out for shareholders, and that he is happy that the company increased the dividend by 10 times, and is continuing to buy back stock. Cramer asked why the stock fell as low as it has, and Post said that he doesn't know why, but he feels that they are undervalued because of their strong cash flow and solid growth. Cramer likes the company, and it bullish on the stock.



Segment 6: Sudden Death!

Corning (GLW): Cramer is bearish.

Nike (NKE): Cramer is bullish.

Research in Motion (RIMM): Cramer is bullish.


TheCramerReport.com's Mad Money Recap - June 27, 2008

Submitted by just another Cramerholic on Sun, 06/29/2008 - 16:48.


Segment 1: Game Plan

Cramer said that most people will be looking at the oil inventory number at 10:30 AM on Wednesday next week, though it won't make anyone any money. He thinks the best trade is going against the importance of this number, and buy either BP (BP), Permian Basin Trust (PBT), ConocoPhillips (COP), Williams (WMB), or one of the offshore drilling plays that he recommended this week if there is a build in inventories, or do nothing if inventory drops.

Cramer took phone calls on the following stocks:

El Paso (EP): Cramer thinks this stock is a buy because natural gas is still too cheap, and the stock is cheap as well.

Agnico-Eagle Mines
(AGM): Cramer said that this stock, along with Yamana (AUY) and Barrick Gold (ABX) are too hot right now, so he said to take profits and wait for a pullback.



Segment 2: Speculation Friday

Cramer is recommending a new dry bulk shipping stock that had its IPO last week, and then got hammered in the down market this week. The stock is Britannia Bulk Holdings (DWT), which is a good dividend play that also has some growth. Cramer warned not to pay more than $13.00 for the stock, and said to wait a week and use limit orders when buying shares. This company owns ice class ships, which can sail in the icy waters, and has 6 more coming into operation. They carry coal, fertilizer, and other commodities that are booming right now. The company was hurt by a reduction in iron ore stockpiles in China, but Cramer thinks that is temporary, and that the stock will benefit.

Cramer took phone calls on the following stocks:

Weyerhauser (WY): Cramer said that he is shocked at how low the stock has gone, but he thinks it is a buy, in part because of its dividend.

Navios Maritime (NM): Cramer doesn't like this stock because there is not a good yield or much growth.



Segment 3: Lightning Round!

Alliance Resource Partners (ARLP): Cramer said that he is bullish on this stock along with the rest of the coal industry.

Philip Morris (PM): Cramer is bullish on this stock.

Gerdau (GGB): Cramer said to hold onto this stock.

CBRL Group (CBRL): Cramer thinks this is a great company, but they depend on people driving on the interstate to make money, and that's not a good place to be right now.

Oshkosh (OSK): Cramer said that they had a horrible miss, and he doesn't want to buy the stock.

Grupo Simec S.A.B (SIM): Cramer likes U.S. Steel (X), Nucor (NUE)m and Reliance Steel (RS) better.

China Finance (JRJC): Cramer said that he doesn't want to own any Chinese stocks right now.



Segment 4: Clean Drilling Week, Part 5

Cramer's final pick in this week long segment is Hornbeck Offshore (HOS), which makes offshore support vehicles. All offshore rigs need help to operate, and these vehicles help hold the rigs in place, take away waste, and carry supplies and workers to and from the rigs. There is a shortage of these vehicles right now, and Cramer thinks that they will become even more important as offshore drilling moves to more isolated places of the world. They also will benefit from work on a number of rigs that are in the Gulf of Mexico that need to be decommissioned. Cramer ended the segment by warning that the company is small, so be sure to use limit orders, and wait for a pullback before buying at least 1 week from now.



Segment 5: Interview with Baldor Electric (BEZ) CEO John McFarland

Cramer talked to the CEO about their upcoming prospects, and he said that the company has been performing well, and doesn't understand why the stock is doing the same thing. Cramer is also surprised at the weakness in the stock, and blamed it on other companies complaining about market conditions that don't apply to this stock. Cramer also likes that they have no exposure to the automotive or housing markets, and said that he is bullish.


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