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Dow Jones S&P 500 NASDAQ 10-Year Note
10,441.12 1,109.18 2,206.91 35.96
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RealMoney.com : James J. Cramer


Action Alert Weekly Roundup

By James J. Cramer

11/17/2001 04:32 PM EST

Missed last week to take some family time, so I'll spend more time this week on the individual stocks. (Click here to see the performance of Cramer's portfolio.)

Aetna (AET:NYSE - news - commentary - research - analysis): Here's a company with the world's largest database of information about people's health. Sometimes I wonder whether that database, courtesy of its huge health maintenance organization, is worth a lot more than the whole company. Understand that Aetna is not a well-run company. It was almost run into the ground by previous management. But now that management is gone, replaced by professionals, run by a doctor, with really terrific financial people underneath. Everyone on Wall Street was unhappy with the lack of guidance into next year that Aetna gave on the last conference call. I say, don't sweat it. This one's a multiyear turnaround. I think this stock is very, very right and if it came back down to $25 I would double the position, I am that confident that a turn is ahead.

Alcoa (AA:NYSE - news - commentary - research - analysis): People are in a frenzy for cyclicality, particularly cyclicality connected with automobiles. Alcoa is a primary supplier to the auto companies. It has a hammerlock on the market, so this becomes a must-own and is Right.

AmerisourceBergen (ABC:NYSE - news - commentary - research - analysis): This company reported while I was away and the market was unhappy with the results because they were just in line. Plus, the decline in prices for generics does knock off some of the upside that ABC might give us. I don't care. This stock is selling for 18 times earnings and is growing at almost twice that. It should be bought. It is Right. I am not concerned.

AOL Time Warner (AOL:NYSE - news - commentary - research - analysis): I sold some stock worried that it has become a battleground for longs and shorts. I am not selling any more and will buy it lower. The pluses: that beautiful subscription stream revenue and the subs from magazines do override the big negative: weakness in advertising. Understand that AOL does have that miserable deal in Europe in which it will have to pay Bertelsmann a fortune; AOL Europe is worth a fraction of that. It could put a lid on the stock going into the end of the year. Right on a pullback.

Bank of America (BAC:NYSE - news - commentary - research - analysis): A great play on this yield curve, my second-favorite bank after Wells Fargo, which is now cheaper. Right.

Best Buy (BBY:NYSE - news - commentary - research - analysis): Primary hard goods suppliers are doing extremely well. Good November after a good October. You have to like that Best Buy is Xbox headquarters, as it is for Nintendo and Sony, too. Right.

Caterpillar (CAT:NYSE - news - commentary - research - analysis): This stock doesn't want to come in. I may just have to buy some more up here, as I think a global turn will be had as early as the second quarter of next year. This stock will be cheap on a rebound year's earnings. Right.

ChevronTexaco (CVX:NYSE - news - commentary - research - analysis): Big meeting on Monday, where the synergies will be outlined. I think this stock is a pure steal at $83 given that there are so many cost cuts than can occur. The only must-own oil. Right.

Cisco (CSCO:Nasdaq - news - commentary - research - analysis): Things are looking up at Cisco. Business is better, in part because of bountiful business from the Defense Department. I like this stock as a share-taker from others in the industry. Right.

Citigroup (C:NYSE - news - commentary - research - analysis): Strong stock, think it is still very cheap on next year's numbers. I expect this stock to trade to the mid-$50s before year-end. Right.

Clorox (CLX:NYSE - news - commentary - research - analysis): This stock is just getting started. I think it's still very, very cheap and I like it very much. Great brands. Right.

Constellation Energy Group (CEG:NYSE - news - commentary - research - analysis): Talk about the company perhaps reinstituting a higher dividend after it aborted the plan to split is buoying the stock. I think these guys are idiots. I would sell it. Wrong.

EMC (EMC:NYSE - news - commentary - research - analysis): I am not that thrilled with how EMC's business is going. Network Appliance (NTAP:Nasdaq - news - commentary - research - analysis) and IBM are taking share from it. The stock is making me nervous and I will sell it up a couple from here. So I am not going to tell you it is right. I think it might be Wrong up here.

Fluor (FLR:NYSE - news - commentary - research - analysis): I have lost my enthusiasm after the company bagged us with that quarterly statement. I am looking to scale out of this when I can. Wrong.

General Electric (GE:NYSE - news - commentary - research - analysis): All good here. Not much near-term to make it go higher, but I like it very much. Right.

Guidant (GDT:NYSE - news - commentary - research - analysis): This company has a lot of momentum and it can go much higher. My favorite health care stock after UnitedHealth. Right.

Halliburton (HAL:NYSE - news - commentary - research - analysis): If you are still in this stock, sell it. The asbestos liability has gotten out of control. I wish I didn't own it. Wrong.

HCA (HCA:NYSE - news - commentary - research - analysis): I am not perturbed that this stock seems stuck. It is cheap; it is out of favor because people want more aggressive stocks. I am willing to sit with it. I think it will be a big stock next year. It's a hospital company with earnings rebound; I want to be there. Right.

IBM (IBM:NYSE - news - commentary - research - analysis): This company gave you a terrific outlook, one that I think can take the stock to $150 without it being expensive. Right.

Merck (MRK:NYSE - news - commentary - research - analysis): I no longer like Merck. I think this stock has no momentum. It won't help or hurt you. I think it could trade to $60, where I still wouldn't buy more. Wrong.

Microsoft (MSFT:Nasdaq - news - commentary - research - analysis): A very big stock as Xbox and XP kick in and the Justice Department gets off its back. I like this stock very much. It is not cheap, but it is a big, liquid tech stock and it will be bought heavily by the mutual funds. Right.

actionalert

Morgan Stanley Dean Witter (MWD:NYSE - news - commentary - research - analysis): Holding on to the company because I see a rebound in IPOs, but I would prefer to play the financials with Citigroup, Bank of America and Wells Fargo. Right on a pullback.

Nokia (NOK:NYSE ADR - news - commentary - research - analysis): A new name in the portfolio, and one that I think is going much higher as it takes share from Motorola (MOT:NYSE - news - commentary - research - analysis) and Ericsson (ERICY:Nasdaq ADR - news - commentary - research - analysis). I like that. Right.

Oracle (ORCL:Nasdaq - news - commentary - research - analysis): Very controversial. Company lowered guidance this week and it didn't go down. I think that means it is poised to go higher. I would not be surprised to see this stock trade to $20 by year-end. Right.

PepsiCo (PEP:NYSE - news - commentary - research - analysis): This stock's starting to show signs of life, as it traded above $50. I believe that the company has to start spending aggressively to build Gatorade. Hasn't happened yet. Right.

Pfizer (PFE:NYSE - news - commentary - research - analysis): Sleepy, but I think it can work its way higher on continually revised upward guidance from its Warner Lambert acquisition. Right.

Philip Morris (MO:NYSE - news - commentary - research - analysis): Stupid new name, terrific stock. I think MO can keep going higher with that big yield (5%) and earnings that can be reached without stretching.

Qwest (Q:NYSE - news - commentary - research - analysis): Feeling better about this stock now that Level 3 (LVLT:Nasdaq - news - commentary - research - analysis) is doing better. Qwest is better, much better than Level 3, but remember, I don't trust these guys, so it is Wrong.

Schlumberger (SLB:NYSE - news - commentary - research - analysis): Tough to own these drillers with an OPEC price war. There is still some downside to this one and I don't trust it. I would like it below $38. Right on a pullback only.

Target (TGT:NYSE - news - commentary - research - analysis): One of the best retailers to own. I like this one very much and I believe it is going to $40. Now I would wait for a pullback though, as it has pulled back many times from this level before. Right on a pullback.

TRW (TRW:NYSE - news - commentary - research - analysis): This stock's come roaring back because its auto-parts business has caught fire courtesy of low-interest financing. I would sell this stock, but I can't. Right only on a pullback.

United Technologies (UTX:NYSE - news - commentary - research - analysis): What a run this stock has had. At the $60 level, I want to take profits. Business is pretty strong here but I don't want to be greedy. Right on a pullback.

Read More
Click here for the latest from James J. Cramer

UnitedHealth Group (UNH:NYSE - news - commentary - research - analysis): Best-run health maintenance organization. Big December meeting coming up and you want to be long the stock for it because I believe the company will raise guidance once again. Right.

Universal Health Realty (UHT:NYSE - news - commentary - research - analysis): Cash proxy; great safe yield. Hard to find. Right.

Verizon (VZ:NYSE - news - commentary - research - analysis): Still the big telecom winner, and I'm still hoping to buy more of it when I can. Right.

Viacom (VIA^B:NYSE - news - commentary - research - analysis): Stock has exploded, anticipating return of advertising revenue. I think that is right and I am not inclined to sell it. I would only buy it on a pullback though, as it was up virtually every day this week. Right on a pullback.

Wells Fargo (WFC:NYSE - news - commentary - research - analysis): I don't get it. This stock should be bought. Endorsed heavily by David Hilder, the excellent bank analyst from Bear Stearns, it still hasn't run. I regard it as the cheapest financial out there. Right.


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TheStreet Directory

Dow Jones S&P 500 NASDAQ 10-Year Note
10,441.12 1,109.18 2,206.91 35.96
Oil *
73.55
DOWN
10.88
UP
1.25
UP
5.86
DOWN
0.07
10 Yr
3.60%
SPDR Gold
111.59
-0.10%
+0.11%
+0.27%
-0.19%
Data delayed 20 minutes


James J. Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. At the time of publication, Cramer was long Aetna, Alcoa, AmerisourceBergen, AOL Time Warner, Bank of America, Best Buy, Caterpillar, ChevronTexaco, Cisco, Citigroup, Clorox, Constellation Energy Group, EMC, Fluor, General Electric, Guidant, Halliburton, HCA, IBM, Merck, Microsoft, Morgan Stanley Dean Witter, Nokia, Oracle, PepsiCo, Pfizer, Philip Morris, Qwest, Schlumberger, Target, TRW, United Technologies, United Health Group, Universal Health Realty, Verizon, Viacom and Wells Fargo. While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column to jjcletters@realmoney.com.
Read our conflicts and disclosure policy.
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Dow Jones S&P 500 NASDAQ 10-Year Note
10,441.12 1,109.18 2,206.91 35.96
Oil *
73.55
DOWN
10.88
UP
1.25
UP
5.86
DOWN
0.07
10 Yr
3.60%
SPDR Gold
111.59
-0.10%
+0.11%
+0.27%
-0.19%
Data delayed 20 minutes