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Have Broadcom (BRCM - commentary - Cramer's Take) and Marvell (MRVL - commentary - Cramer's Take) run out of gas? I believe the question really is, "Have all the shorts been brought in and is there enough fuel to go to the next level?"
Let these stocks cool. It doesn't help that rates are going higher; that always works against the group. Plus, nothing wrong with declaring victory. It's Microsoft's (MSFT - commentary - Cramer's Take) turn. The only place where I can still advise buying into growth up here, away from infrastructure or aerospace, is in the generic space. The Cardinal (CAH - commentary - Cramer's Take) /AmerisourceBergen (ABC - commentary - Cramer's Take) /McKesson (MCK - commentary - Cramer's Take) growth ramp is still in its ridiculous infancy. I say "ridiculous" because the thesis of drugs coming off patent is so darned obvious that you would think it eventually would be priced it. It isn't. The mutuals are still buying these with every new dollar. These stocks will advance even as tech bides its time to shed a few points. Random musings: Stocks that are priced under $10 is the other place I am seeing exciting moves. Keep that cohort -- and your Baedeker to that cohort, Stocks Under $10 -- in mind here. ... Don't forget, the "Mad Money" college tour is coming! First stop, Harvard, Wednesday, Feb. 1.
At the time of publication, Cramer was long Microsoft.Jim 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. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here. TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.
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