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Cramer's Mad Money Record Speaks for Itself

Jim Cramer

06/20/05 - 02:24 PM EDT

Oh boy, so I said "Buy Yellow Roadway(YELL)" -- then why has Bill Zollars, the CEO of Yellow, been so mad at me?

I said to sell Chicago Mercantile(CME) and then it went down huge. Then I was thoughtful enough to say it was OK below $200, and now I am hammered for doing so? What's wrong with this picture?

Of course, I am talking about the New York Post's look at how my television show has done, "Smart 'Money'? Cramer's bark worse than bite."

It's almost comical when the press tries to grade you. They tend not to have the resources to do a thorough job, and when they try, they often by nature just can't get it right.

Which is why I sent the Post the table I am giving you below. It shows how I really did in my first week of the show, and I have to tell you, it ain't that bad.

Of course, I was actually negative on Yellow, so negative that I managed to get the CEO calling in to the show to tell me that I was wrong. So far, so good. And the Chicago Merc? It was just a call that the stock was too high for the moment.

One of the things that makes it so difficult to grade the show is the emphasis. If I like something as a stock of the week, shouldn't that matter more than something I say in the Lightning Round? And if I change my view after the stock has gone down, and I say I now like it -- as I did with GM(GM) -- shouldn't that count for me, not against?

Whatever.

I thought you would enjoy the actuals, though, and you might conclude that my bite and my bark are both pretty effective.


Please note that due to factors including low market capitalization and/or insufficient public float, we consider several of the stocks mentioned below to be small-cap stocks. You should be aware that such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information, and that postings such as this one can have an effect on their stock prices.

Monday, March 14
Company name Cramer's call % change to June 17 change in call
Disney stock of the week; buy until March 28 -3.64%
Toll Brothers insider sales a question -8% changed opinion 4/15, up 39% since
St. Joe largest land owner in Florida up 11.5%
Genentech buy up 47.6%
ImClone don't touch -14.47%
Exxon Mobil buy -2.20%
Cimarex buy -1.20%
EnCana buy up 17.8%
Kmart buy up 17.9%
Viacom sell down -0.8% changed opinion next day on news of breakup
Massey Energy sell -2.47%
Sapient sell up 13.80%
Lucent buy unchanged
Yahoo! buy up 16.57%
RTI buy up 23.8%
Apple buy down 9% changed opinion, went negative on 5/02, up 3.9% since then
Archer Daniels sell it, buy BG down 13.9%; BG up 12.11%
Sirius buy up 12.5%
Elan sell -6.90%
Sears buy 17.80%
Sun Micro sell -11.10%
El Paso buy -2.90%
Intellisync sell up 12.68%
Lyondell buy down 18.90%
CMGI diamond in the rough up 3.8%

Tuesday, March 15
Company name Cramer's call % change to June 17 change in call
J.P. Morgan buy off WorldCom verdict up 0.17%
Google, Yahoo! pockets of strength, buy now, insider sales done Google up 54.3%, Yahoo! up 14.46%
Lehman Brothers great new business model up 0.3%
Goldman Sachs will have great results -7.97%
Ralcorp buy -14.92%
eBay don't like at all down 8% changed position on May 23, up 7% since then
Flextronics sell up 7.4%
GM too early to buy -17% changed on May 3, up 13% since then
Ultra Petroleum love oil and gas up 8.6%
KFx too high up here -14.90%
Microsoft who cares? 0.64%
Analog Devices sell up 5.18%
Team, Inc. sell up 6.7%
Red Hat sell up 22%
Corning sell up 20.27% went positive on May 4, up 22.9% since
SBC Communications sell up 2.1%
Hydrogenics sell -27.07%
Aastrom Biosciences sell up 6.5%
Gander Mountain sell up 6.1%
Altria buy up 2.8%
Cogent sell -10.99%
Yellow buy -15.48% changed sides May 10, down 2.5% since
TiVo sell up 4.19%
Quest Danger Zone -4.60%
Time Warner good for a trade -6.60%

Wednesday, March 16
Company name Cramer's call % change to June 17 change in call
General Motors GM doesn't matter anymore up 26.8%
Toyota more important than GM now -6.60%
DuPont, Dow buys DD -7.9%; Dow -6.9%
Viacom spinoff is great -7.80%
Merck negative; mercury in vaccines up 2.84%
drug stocks all risky, JNJ only investable one in group JNJ -0.22%; MRK up 2.84%; WYE 12.96%; PFE 11.00%; SGP 11.74%; BMY 6.97%
Annaly Mortgage positive up 11.8%
Amilyn great new insulin drug; buy -0.25%
Chesapeake buy up 4.01%
International Securities Exchange sell now -12.50%
American Home Mortgage Investment swap into NLY up 13.21%
Ceridian sell up 11.16%
Symantec buy up 3.31%
Health Care Property Investors buy up 14.68%
XTO Energy buy up 2.39%
Smith & Nephew prefer ZMH SNN down 4.14%; ZMH up 0.84%
OMI Corp. buy up 2.25% went negative on tanker group May 18, up 1.2% since
Humana buy up 13.8%
Valero buy up 12.51%
Coach ring the register up 15.75%
Goodyear sell up 7.8%
BHP Biliton buy -4.50%
Davita buy up 9.52%
Time Warner buy -6.90%
Mace Security sell -13.22%
AIG going lower -12.27%
L-3 Communications buy up 0.61%
Caterpillar buy up 2.11%
Schering-Plough buy up 8.08%
Fluor buy, great infrastructure play up 6.7%
Foster Wheeler buy -2.90%
Halliburton buy up 9.17%
Chevron Texaco buy -0.95%
Premcor, Valero both great PCO up 29%; VLO up 12.57%
Pepsi great core position up 7.22%

Thursday, March 17
Company name Cramer's call % change to June 17 change in call
Aetna buy up 9.42%
Cigna love the cost-containment companies up 21.8%
Humana buy up 14.7%
UnitedHealth buy up 12.44%
J.P. Morgan my favorite investment bank up 0.39%
Goldman Sachs buy -7.80%
Lehman Brothers buy up 0.24%
Morgan Stanley -8.50%
Jabil not my favorite group up 10.7%
Nike good up 1.88%
PalmOne sell up 3.7% went positive on 5/09, up 12% since
Overstock.com sell -14.84%
Urban Outfitters buy up 22.85
International Game Technology sell up 8.8%
Toro sell -2.70%
Black & Decker buy up 9.21%
j2 Global sell -12.30%
Chicago Mercantile sell up 31.4%
Dynegy pig 14.83%
Barr Labs sell, don't like generics up 3.5%
eBay seller -8% then positive, up 7%
Las Vegas Sands buy -21%
Ford sell -2.30%
Rite Aid sell up 5.6%
Goodyear Tire sell up 8.9%
Allied Capital sell up 5.9%
Abbott don't own up 11.45%
Taser sell -16.64%
Fidelity National Financial good one to own up 8.24%
Lam Research sell; buy Intel up 9.7%; INTC up 16.%
Toll Brothers stock going down but not going away up 31%
AIG, Fannie Mae, Freddie Mac elephants in the room; go down every day AIG -8.2%; FNM up 10.53%; FRE up 4.1%
PetroChina buy up 10.7%
Kmart buy more up 22.8%
Mattel, Hasbro sell; no power with Wal-Mart MAT -10%; HAS unchanged
Whole Foods buy, great story up 18%

Friday, March 18
Company name Cramer's call % change to June 17 change
Citibank broken company up 1.3%
regional banks like RKH (Regional Bank Index) up 2.75%
Kmart real estate up 22%
J.C. Penney also real estate play up 16.1%
Walgreen, UnitedHealth new Medicare bill WAG up 1.74%; UNH up 12.3%
Johnson & Johnson only drug worth owning -0.94%
StemCells sell; won't make money unchanged
Biogen Idec buy -6.30%
Xilinx sell -8.76%
Altera sell up 10%
Nvidia sell up 11.62%
RF Micro Devices sell -6.70%
Skyworks sell up 11.69%
Sirius hold up 13.42%
Symantec buy up 2.7%
DBB Industries sell -17.60%
7-Eleven buy up 30%
IHOP buy up 7.7%
Landstar System no; own FedEx LSTR -15%; FDX -10%
Ivanhoe sell -11.80%
Newmont Mining buy -11.20%
Charter sell -21.16%
Sandisk negative -12.31%
Schwab hold 10.22%
InfoCrossing sell -24.90%
DuPont buy -9.22%
Digital River don't touch -8%
Pioneer Drilling buy up 18.%
EMC sell flat went positive, up 12% since
Parker Drilling buy up 15.6%
Viacom buy -8.50%
Petrafund Energy buy up 1.4%
Lucent buy unchanged
Level 3 sell up 4.07%
Station Casinos buy up 1.13%
Zeus sell -24.80%
Cameco buy -7.60%
America Movil buy up 11.1%
Jet Blue sell up 26.7%
Intuit OK up 4.9%
Qualcomm buy -4.11%
Procter & Gamble buy up 2.06%
Disney good time to buy with management change -4.34%

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