Cramer's Stop Trading! How to Trade the Superbowl (2/4/11)

by: Miriam Metzinger

Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Friday February 4.

Dominos (NYSE:DPZ), Buffalo Wild Wings (NASDAQ:BWLD), Ciena (NASDAQ:CIEN), JDS Uniphase (JDSU), Juniper (NYSE:JNPR), Toreador Resources (TRGL)

How should you trade the Superbowl? Don't.

While some recommend buying Dominos Pizza (DPZ) or Buffalo Wild Wings (BWLD) ahead of Sunday's big event, Cramer thinks there are so many good investing themes out there, and trading the Superbowl would be a "quintessentially wrong" thing to do. "I used to do it all the time and it never worked...because what you really need is a guy who's going to raise numbers on Dominos on Monday, and that's not going to happen."

Camer calls the great minds behind Ciena (CIEN), JDS Uniphase (JDSU) and Juniper (JNPR) "survivors" who are finally seeing their vision for the internet come true after over a decade. In 1999-2000 these companies built out the bandwidth, but there wasn't yet Facebook, YouTube, and video on the net and the applications to make the vision a reality. With a whole new era for bandwidth, these companies are more indispensable than ever. Cramer recalls when CEO of Ciena, Gary Smith, was on Mad Money, he laughed when Camer said his stock would go from $12 to $30 in less than 18 months. Now Ciena is just 3 points off Cramer's target; "Thank you Gary, I'm right. Gary is an unbelievable CEO. All these guys are survivors."

Cramer thinks the French are being too cautious about drilling Toeador's (TRGL) natural gas assets, and doesn't take the hesitation seriously. He thinks the stock is a buy.


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