When I drafted my
business-to-business rotisserie team and stacked it with companies that make online auctions for products, I had no idea how hot those players would be.
Join the discussion on
In fact, my rotisserie partner,
Matt "Be Free" (BFRE) Jacobs
, scoffed that this old dog liked too many of the
for his taste.
Here we are at the end of the league's second week, and my picks are up 25%. Oh, my -- if only portfolio management imitated sport! No way I would be dragging my butt up to
for three grueling hours of TV filming. (Just kidding -- I love it. I just wish I could be home.)
Anyway, as I will say on
the show this weekend, I think these stocks have further to go -- maybe much further. And I remain committed to the group despite the run, as you will see when I do my State of the Web piece Sunday night.
Oh, yeah, just in case you think the league is too risky, you can always buy what those happy-go-lucky insiders are buying:
! Don't say I didn't warn you! Everything at Xerox gets blown up!
: Preannouncement season begins in earnest next week, so the market might not be as kind to companies that do a ton of business overseas.
James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Be Free. Cramer's fund also may be long or short certain stocks in his B2B rotisserie league or Red Hot index. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at