Jim Cramer fills his blog on RealMoney every day with his up-to-the-minute reactions to what's happening in the market and his legendary ahead-of-the-crowd ideas. This week he blogged on:
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Bob Marcin , all-year-stalwart for the site, and as always, the redoubtable Doug Kass , who will, no doubt, be cribbed from for the rest of the quarter! He is at total variance with the call to think about -- let alone buy! -- the retailers. He's looking for a real hammering of that already hammered group. ... Can you believe that France is right back at 'em with a good return already this year! The SOX index is pathetic, one of the worst in the non-financials out there. At the time of publication, Cramer was long Citigroup.
this company's earnings report today shows me that there is just still a lack of recognition of the ag bull market and a sense that the commodity prices for food have peaked. Just the opposite. That's what this rally in ag, the endless rally, is about. Random musings: One of the reasons I dislike this market so much is that a CVS ( CVS) can have a weak month at its drug stores, raise the lower end of its guidance anyway -- because of Caremark, which is Medco ( MHS) and Express Scripts ( ESRX) and not just drug stores -- and then just be annihilated. This stock is down a gigantic amount. I own it for Action Alerts PLUS and I am itching to buy it, as I told readers earlier this morning, when it goes below my $36 cost basis, which, at this velocity I believe will definitely happen. At the time of publication, Cramer was long CVS Caremark.