The Latest Inside Wall Street Handicapper

Gene Marcial has some pretty good picks in this week's <I>Business Week</I> column.
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Hey, maybe Gene Marcial's on to me. He bothered to round up a couple of decent names in today's Business Week.

This week, he picks a couple of good ones. First is

S1

(SONE)

, an Internet banking company. Darn it, this is a really good idea. We love

724 Solutions

(SVNX)

, but this is a real play. I would take a hard look at this one if it doesn't gap up too much. And if it comes in, I might even buy!

Second is

DualStar Technologies

(DSTR)

, a classic thinly traded Marcial name that won't be able to handle the incredible demand that the column generates. This company, which wires buildings for high-tech telecom, might make sense if it doesn't shoot up -- but it will. We owned

SharedTech

, a similar company, that went out high in a huge bidding war.

DualStar stock should open at 12, knowing Marcial, and then trade back to 10 when the pumpers get done dumping into Marcial's column. I would look at it then there, probably by Wednesday of next week.

Third is

Ashland

(ASH) - Get Report

. He always likes to stick in an undervalued dog like this. Ashland does seem ridiculously low-priced, though, so it might not be a bad long-term idea.

How did I do

last week? I said his

SFX Entertainment

(SFX)

would be good for 3 points. Good call, SFX got a bid soon after, but not from

CBS

(CBS) - Get Report

, which went down 6 on Marcial's suggestion that that it would buy SFX.

Ironically, that was the best play! A buy of CBS after Marcial's column hammered it would have netted you 6 quick points! That was the best play. I told you to blow out into Marcial's pump of

Source Information Management

(SORC)

, a company

Herb Greenberg

has

mentioned as being maybe not the next big thing. That was a great call. The Marcial spike was your best chance to get out of this one. And I was spot on saying Marcial could not boost

AOL's

(AOL)

stock. It is lower than last Friday.

Random musings

: Hysterical correction in

Business Week

about last week's story about me. "'Call Him the Streetfighter.com' says James Cramer was accused of bashing a stock he had shorted in 1998. It should have said Cramer was accused of shorting a stock he had bashed. The accusation turned out to be false." Ahh, that ought to save the old reputation!

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long 724 Solutions and America Online. 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

jjcletters@thestreet.com.