Mad Money Recap
Cramer's 'Mad Money' Recap: Fantasy Football Portfolio
08/24/07 - 08:15 PM EDT
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"Today, we saw everything up," said Jim Cramer on his "Mad Money" TV show Friday. Cramer said that oil, tech, infrastructure, retail and brokers did well as a whole, and that he's even "warming up to the homebuilders." His pick of that bunch is Toll Brothers TOL. Sports and stocks have much in common, said Cramer, adding that an analysis of both requires "the exact same skill set." Cramer welcomed football legend -- and investor -- Joe Theismann onto the program. Keeping up with this week's Fantasy Football drafts, Cramer had the ex-Redskins quarterback pick his championship players on the field and on the Street. According to Theismann, the "franchise player" of a stock portfolio -- as equated to Colts QB and Super Bowl MVP Peyton Manning -- is Monsanto MON. Theismann said that Monsanto has diversified investments, pays a 1% dividend and has opportunity to grow. Cramer agreed that it could be best of breed and has a solid foundation. Philly Eagles' QB Donovan McNabb, or the "comeback player," is Six Flags SIX. Theismann likes the company's management and that it's building eight new roller coasters. Cramer partially agreed, citing past weather problems for the company.
The "sleeper player" of the portfolio whom no one is paying attention to is Lions' QB Jon Kitna, or Wells Fargo WFC. Theismann believes that it will have "deep pockets" from mortgage profits.
Cramer explained his value and momentum strategies for a selloff.
Cramer likes the video-game retailer as a trade before the release of Halo 3.
Long term, Cramer likes the company as a Fed defense play and for a dividend reinvestment.
Yahoo! is among the most searched stocks on TheStreet.com. Here's what Cramer had to say about the stock recently.
Catch up on his thinking on the hottest topics of the past week.
Investors will have to deal with a Fed meeting and another flood of earnings and economic data.
Ensco International and Echelon have the potential to move higher in coming days.
See who made what calls.
The addition of video is helping telecom companies compete against cable and satellite companies.
The June West Texas Intermediate contract reflects selling pressure ahead of Tuesday's expiration. But stocks in the sector are generally trading higher.
See who made what calls.
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