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Lightning Round
3.24.06
bull
Bullish:

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. ) ALA  (ALCATEL) LU  (LUCENT TECH INC) TLAB  (TELLABS, INC. )
SBUX  (STARBUCKS CORPORATION ) COST  (COSTCO WHOLESALE CORPORATION ) AAPL  (APPLE COMPUTER, INC. )
 bear
Bearish:
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)

view todays stock summaries here

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Opening Discussions
DXCM  (DEXCOM, INC. )

"Write this down  and pay some close attention here, because i'm about to try to make you some mad money!

Ready, skee-daddy?  It's Dexcom (DXCM)!

This co. has what I think, unquestionably, is the next big medical device! 

They have the most important advance in the treatment of diabetes since we figured out how to manufacture insulin in this country on a wide scale.

They make a continuous glucose monitoring system that wirelessly transmits your glucose levels to a small cell phone receiver.  So, if you're a diabetic, you can view your glucose levels every five minutes.

In clinical trials, patients have been able to pick up on how to use the device 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 the story!

12 million people have diabetes in this country and, because we've got a population that's skewing older, and dare I say fatter, we should be seeing another 1.3 million people with diabetes a year, going forward. 

Now, we know diabetes can be treated, but it requires very active participation from patients.  It's a lot easier for patients to control their glucose 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 should be the next big thing!  Buy, buy, buy!

But!  If you ask Cramer, there's something even bigger going on.  The future of diabetes care isn't just real-time monitoring of glucose levels.  The future is the combination of an insulin pump with the continuous monitoring device.  So, the device tells the pump exactly how much insulin the patient needs, and the pump administers it automatically!

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 wireless monitoring technology so, therefore, they need DXCM, so they can put the whole machine together.

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 good, 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 become a standard part of diabetes treatment.

Sg Cowan says DXCM, with $284 million in revenues in 2009, could be for real.

I think that's a conservative number.  But, it DXCM gets to that conservative number, then this stock, now trading at $19 and change, should more than double in the next two years.   Buy, buy, buy!

Bottom line:  DXCM's monitoring device - it's a revolution in the treatment of diabetes.  The stock is up.   It can come down next week.  If you wait even until 11am on Monday, when all the jokers, who paid up a dollar tonight, give up and get fed up, then I think you'll do even better.

Now, even if JNJ doesn't buy DXCM, I think you should at the appropriate levels."

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Mid Show Mention
FTEK  (FUEL-TECH, N.V. )

"I 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 corporations.  Sometimes the gov't will help them, over the bigger ones.

Do you mind if I give you an example?  In the Sunday paper federal court blocks loosening of EPA standards, a federal court ruled that the EPA needs to enforce pollution control guidelines.  They need to make sure that power plants have up-to-date pollution control equipment, like the law says.

Now, because Eliot Spitzer (attorney general, NY) led a lawsuit for the 14 states involved, these clean air guidelines, they're going to be enforced. 

So, is this a victory for the people?  The environmentalists?  The states?  Is this a defeat for corporate America? 

Of course not!  This is a win for fuel tech (FTEK)!

If our power companies have to spend more money on nitrogen oxide controls, then the pin action - the money that should go to different companies is going to end up in the hands of FTEK, because they're the ones that make precisely the kinds of equipment to fix the problem.

So this Spitzer contingent, and FTEK, should keep winning these cases.  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 Harvard law school analysis, it's money in the bank for FTEK.

All the utilities will have to upgrade; they'll have to reduce their emissions.

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 110%.  Annual revenue growth of 72%!  People will pay anything for that kind of growth, 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 guys are 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 tree 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 the year.

Their forward price-to-earnings ratio is 26.3.  That multiple is well 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 funds; they'll be willing to pay a lot more for this stock if they only knew about 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 be in FTEK.

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!"




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