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 Quote)" -- then why has Bill Zollars, the CEO of Yellow, been so mad at me?
I said to sell
Chicago Mercantile(CME Quote) 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 Quote) -- 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% |
|