This column was originally published on RealMoney on Dec. 6 at 12:33 p.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.
Investor days have come back into vogue as data points on which to make money. It's been almost six years since a company could throw a day of presentations and be counted on to give you a profitable trade.
Tuesday we had
make a presentation. Could there be a bigger yawner than this one? I mean, do you really care?
You sure should have cared. You would be up a couple of smackers for this trade, which can only be described as an unexpected gift.
To me, this says take a look at your calendar. Think about Dec. 12. That's when
has an investor day. Normally, I would just say "big deal," but that's no longer the case. Too much movement off these meetings.
H-P has a great story to tell, with Vista coming up and its taking of market share in printers and lots of new applications for its technology. This stock has been sitting here since
reported a good number, as if the only reason H-P has gone up was Dell's falling apart.
I believe there's plenty of room for an improving Dell and a thriving H-P, especially given the Vista launch. I would consider this one as
trade for next week.
Tonight is Cramer night at Borders Books and Music in Bridgewater, N.J. (290 Commons Way, Bridgewater Commons mall). I'll see you there for my
book signing, at 7 p.m.!
At the time of publication, Cramer was long Hewlett-Packard.
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
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