Tonights Show:  
March 31, 2006  
 
OIL DRILLING, BLACK GOLD!!!
THE ROBOTS ARE COMING FOR YOUR JOB!!
INTERVIEW WITH MORRIS GOLDFARB!!!
and the LIGHTNING ROUND!!!

A recap of CNBC's 'Mad Money w/Jim Cramer'.
LIGHTNING ROUND!!     [home]                            T o n i g h t ' s   D i s c u s s i o n ' s 
Bullish
Quanex Corp (NX)

Willbros Group (WG)

Fluor Corporation (FLR)

Coldwater Creek (CWTR)

Peabody Energy Corp (BTU)

Viisage Technology Inc (VISG)

Marvell (MRVL)

Broadcom (BRCM)

Hansen Natural Corp (HANS)

Apache Corporation (APA)

Devon Energy Corp (DVN)

Anadarko Petroleum Corp (APC)

Matria Healthcare Inc (MATR)

Digital Insight (DGIN)

RF Micro Devices Inc (RFMD)

Skyworks Solutions (SWKS)

Honeywell International Inc (HON)

Valero Energy Corp (VLO)

JDS Uniphase (JDSU)

Hexcel Corp (HXL)

Directed Electronics Inc (DEIX)

Ruby Tuesday Inc (RI)

Cheesecake Factory (CAKE)

Headwaters Inc (HW)
 

Bearish

Cogent Inc (COGT)

General Motors Corp (GM)

Tribune Company (TRB)

Empire Resources Inc (ERS)

Wendy's International
(WEN)

Distributed Energy Systems Corp (DESC)































































Jim Cramer's
Opening Discussion
3/31/06

Seitel (SELA:OTC BB)

"The oil drillers have bounced back," Jim Cramer told us on Friday. The stock he is keen on is Seitel (SELA:OTC BB), which is unlisted stock that trades over the counter .

He states that he typically he doesn't like these stocks because they're dangerous and risky.  But Seitel is an exception because of the decent trading volume.  He said that “a lot of the risks are taken out of the equation (because of this fact).”

The stock is trading this way because it is coming out of bankruptcy, and he thinks it should be listed on the Nasdaq by years end.

Cramer said that the company has the largest "multi client onshore seismic database in North America," (with 34,000 square miles of 3-D data and 1.1 million linear miles of 2-D data).

The industry as a whole should grow by 15% if its in a boom.

That, plus the fact that the government has forgiven the royalties that drillers might have had to pay, will lead to companies investing in new drilling. The will need to spend money on data from Seitel, who will help them learn the lay of the land before they drill anywhere.

Cramer added that the company will continue to be a "cash-flow machine."

He finished by saying that the company's story is the "anatomy of a good recovery.”



Note:

I apologize for the delay in this posting as well as the summary instead of the usual transcription.  Technical difficulties prevented the normal posting.  Monday will resume as normal.
Jim Cramer's
Mid Show Mention
3/31/06
EMR  (EMERSON ELEC CO)
ROK  (ROCKWELL AUTOMAT INC)

"Mr. Roboto"
American jobs are being replaced, Cramer said, not just by cheap foreign labor.

There are two problems American manufacturers face, he said. The first problem is labor wages, raw energy costs and energy prices.

The second is not being able to raise their prices too high.  This results in humans being replaced with machines.

An industry report said that in 2005, North American companies placed orders for 18,228 robots valued at a total of $1.16 billion. That’s an unit increase of 23% and a dollar increase of 17%.

The way to make money of this fact, he says, is to buy Emerson (EMR), which makes industrial animation systems, and Rockwell Automation (ROK), which makes controls.

Both companies beat their first-quarter numbers by a mile, and based on their P/E ratios they are inexpensive stocks.            


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Note:

I apologize for the delay in this posting as well as the summary instead of the usual transcription.  Technical difficulties prevented the normal posting.  Monday will resume as normal.


Jim Cramer's
Interview with
GIII 
(G-III APPAREL GROUP, LTD. )

CEO Morris Goldfarb
3/31/06


Cramer welcomed the chairman and chief executive of G-III Apparel Group (GIII), Morris Goldfarb,and they discussed why the company's earnings suffered.

Goldfarb said the company did not do well last quarter because warm weather kept consumers from buying its winter wear.       

Goldfarb also said that by diversifying by producing a line of clothing for Wal-Mart and Calvin Klein, their business will be seasonless.
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Note:

I apologize for the delay in this posting as well as the summary instead of the usual transcription.  Technical difficulties prevented the normal posting.  Monday will resume as normal.
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