w Jim Cramer
|AEOS (AMERICAN EAGLE OUTFITTERS, INC. )
||LEND (ACCREDITED HOME LENDERS HOLDING CO. )
||THX (THE HOUSTON EXP)
||NTES (NETEASE.COM, INC.)
|URBN (URBAN OUTFITTERS, INC. )
||DRS (DRS TECHNOLOGIES INC)
||PALM (PALM, INC. )
||YHOO (YAHOO! INC. )
|ESLR (EVERGREEN SOLAR, INC. )
||LLL (L-3 COMM HLDGS INC)
||TYC (TYCO INTL LTD)
||RAD (RITE AID CP)
|TMA (THORNBURG MTG INC)
||CBIZ (CBIZ, INC. )
||ARW (ARROW ELCTS)
||CVS (CVS CP)
|CFC (COUNTRYWIDE FNL CP)
||SWN (SOUTHWESTERN ENERGY)
||DBRN (DRESS BARN, INC. (THE) )
||CELL (BRIGHTPOINT, INC. )
|CSCO (CISCO SYSTEMS, INC. )
||LU (LUCENT TECH INC)
||TLAB (TELLABS, INC. )
|SBUX (STARBUCKS CORPORATION )
||COST (COSTCO WHOLESALE CORPORATION )
||AAPL (APPLE COMPUTER, INC. )
todays stock summaries here
|ISIS (ISIS PHARMACEUTICALS, INC. )
||GERN (GERON CORPORATION )
||CSC (COMPUTER SCIENCES CP)
|| ANF (ABERCROMBIE & FITCH)
|XCO (EXCO RESOURCES INC)
||TNB (THOMAS BETTS CP)
||TOMO (TOM ONLINE INC. - ADS)
DXCM (DEXCOM, INC. )
this down and
pay some close attention here, because i'm about to try to make you
Ready, skee-daddy? It's Dexcom (DXCM)!
This co. has what I think, unquestionably, is the next big medical
They have the most important advance in the treatment of diabetes since
figured out how to manufacture insulin in this country on a wide scale.
They make a continuous glucose monitoring system that wirelessly
glucose levels to a small cell phone receiver. So, if you're
you can view your glucose levels every five minutes.
In clinical trials, patients have been able to pick up on how to use
very quickly. This thing is up for approval in the next six
weeks by my
pals at the FDA, and I think you really should be in the stock ahead of
12 million people have diabetes in this country and, because we've got
population that's skewing older, and dare I say fatter, we should be
another 1.3 million people with diabetes a year, going
Now, we know diabetes can be treated, but it requires very active
from patients. It's a lot easier for patients to control
levels if they know what those levels are. This device is the
best way to
make that happen.
Ask any doctor and he/she will tell you that this device from DXCM
the next big thing! Buy, buy, buy!
But! If you ask Cramer, there's something even bigger going
future of diabetes care isn't just real-time monitoring of glucose
levels. The future is the combination of an insulin pump with
continuous monitoring device. So, the device tells the pump
much insulin the patient needs, and the pump administers it
Johnson & Johnson (JNJ)
- they've got the pump. They paid a 35% premium to buy Animus
so they could get the pump technology. Now, they need the
monitoring technology so, therefore, they need DXCM, so they can put
If they paid a 30% premium for pump, why not for DXCM?
Even if JNJ doesn't come for DXCM, this is a co. That could make you
money. The co. has great bloodlines. Their CEO used
to be the
president of Medtronics' vascular division. That's especially
because they'll eventually be competing with Medtronics.
And this continuing monitoring technology? If it gets
approved in the
next month and a half, shouldn't take more than two or three years to
standard part of diabetes treatment.
Sg Cowan says DXCM, with $284 million in revenues in 2009, could be for
I think that's a conservative number. But, it DXCM gets to
conservative number, then this stock, now trading at $19 and change,
more than double in the next two years. Buy, buy,
Bottom line: DXCM's monitoring device - it's a revolution in
treatment of diabetes. The stock is up.
It can come down next
week. If you wait even until 11am on Monday, when all the
paid up a dollar tonight, give up and get fed up, then I think you'll
Now, even if JNJ doesn't buy DXCM, I think you should at the
Mid Show Mention
FTEK (FUEL-TECH, N.V. )
have repeatedly said that, in this country, we have a government that
is of, by
and gloriously for the corporations.
Now, I’m absolutely right about this. No ifs, ands
or buts. But
sometimes the little guy can come out on top!
When I say the little guy... I'm just talking about smaller
Sometimes the gov't will help them, over the bigger ones.
Do you mind if I give you an example? In the Sunday paper
blocks loosening of EPA standards, a federal court ruled that the EPA
enforce pollution control guidelines. They need to make sure
plants have up-to-date pollution control equipment, like the law says.
Now, because Eliot Spitzer (attorney general, NY) led a lawsuit for the
states involved, these clean air guidelines, they're going to be
So, is this a victory for the people? The
states? Is this a defeat for corporate America?
course not! This is a win for fuel tech (FTEK)!
If our power companies have to spend more money on nitrogen oxide
the pin action - the money that should go to different companies is
end up in the hands of FTEK, because they're the ones that make
kinds of equipment to fix the problem.
So this Spitzer contingent, and FTEK, should keep winning these
It's going to go to the full panel - they will win. It's
going to go to
the Supremes - again, using my considerable, but totally lacking
school analysis, it's money in the bank for FTEK.
All the utilities will have to upgrade; they'll have to reduce their
FTEK is en fuego. You know how hot this business
is? How hot was
before this ruling?
Back on march 10th, FTEK reported 4th qtr revenue growth of
revenue growth of 72%! People will pay anything for that kind
anything! As long as they know about it.
Which is why I think
this stock, even at its 52-week high, can still make you some mad money.
They've only just started selling in Mexico and china. Those
fabulous environment destroyers. So, this is the
beginning. Not the
middle or the end of a fabulous growth story!
Right now, this stock is only covered by one analyst; it's a veritable
falling in the woods.
(the analyst's) estimates are shy of the company's guidance.
Now, if the
co. beats that guidance, they will have grown their earnings at 35% for
Their forward price-to-earnings ratio is 26.3. That multiple
below its growth rate.
On Jim Cramer’s mad money, we're willing to pay up to twice
the growth rate in
the price-to-earnings multiple.
And, if you don't believe me, check out the gospel according to Jim
Cramer’s Real Money: Sane Investing in an Insane World,
no longer thrown around, as befitting a true best seller.
What's that mean to me? It means the guys who manage growth
they'll be willing to pay a lot more for this stock if they only knew
it. I think that exposure is coming. I know they
all watch the darn
show, so now they've got it, and when it does, I think you should all
Now, one caveat. If I were you, I would wait until
Monday. Let it
come in - not everybody watches the darn show - and that's your chance.
The bottom line: I only care about getting rid of pollution
if it can
make you money. This stock, FTEK, that's a moneymaker!"
TheCramerReport.com ● This site is not affiliated with Mr. James
Cramer, and is not associated with any television networks or
Data presented on this site should not be used to make investment
decisions and accuracy cannot be guaranteed