By Roger Choudhury, Lead Editor
Earlier, we wrote about 13 of Cramer’s February 25 buy recommendations. Here’s a quick snapshot on how the rest are faring after 5 weeks:
Cramer Buy Recommendations
EOG Resources (EOG) is up by 7.5% since February 25. The company is one of the largest independent (non-integrated) oil and natural gas companies in the U.S. with proved reserves in the U.S., Canada, Trinidad, the U.K. and China. At December 31, 2010, EOG’s estimated net proved crude oil, condensate and natural gas liquids reserves were 538 million barrels and estimated net proved natural gas reserves were 8,470 Bcf for a total of 1,950 million barrels of oil equivalent. Approximately 81% of EOG’s reserves on a crude oil equivalent basis were located in the U.S., 11% in Canada, 7% in Trinidad and less than 1% in the U.K., North Sea and China. At year-end 2010, EOG had approximately 2,300 employees. Here is a copy of the company's presentation at the Howard Weil Energy Conference on March 29.
Brigham Exploration (BEXP) is up by 10.4% since February 25. The company is an independent exploration, development and production company that utilizes advanced exploration, drilling and completion technologies to systematically explore for, develop and produce domestic onshore oil and natural gas reserves.
Oasis Petroleum (OAS) is down 0.5% since February 25. The company is an independent exploration and production company focused on the acquisition and development of unconventional oil and natural gas resources. It has accumulated approximately 303,000 net leasehold acres in the Williston Basin. The company is currently focused on exploiting what it has identified as significant resource potential from the Bakken and Three Forks formations, which are present across a substantial majority of its acreage. A report issued by the United States Geologic Survey in April 2008 classified these formations as the largest continuous oil accumulation ever assessed by it in the contiguous U.S. The company believes that the location, size and concentration of our acreage create an opportunity to achieve cost, recovery and production efficiencies through the large-scale development of its project inventory. The latest company presentation is here.
Apple (AAPL) is up 1.6%, since February 25.
ARM Holdings (ARMH) is down by 0.5% since February 25. On March 10, Cramer put out a sell recommendation on his show. From February 25 to March 10, ARMH declined by 12.3%. Since March 10, ARMH shares are up by 2.2%.
ARM designs the technology that lies at the heart of advanced digital products, from wireless, networking and consumer entertainment solutions to imaging, automotive, security and storage devices. ARM’s comprehensive product offering includes 32-bit RISC microprocessors, graphics processors, video engines, enabling software, cell libraries, embedded memories, high-speed connectivity products, peripherals and development tools.
Skyworks Solutions (SWKS) is down by 7.2%, since February 25. However, Cramer put out a sell recommendation on March 10. Within that timeframe, SWKS fell by 9.3%, but since March 10, share price is up by 1.2%.
Skyworks Solutions is an innovator of high reliability analog and mixed signal semiconductors. Leveraging core technologies, Skyworks offers diverse standard and custom linear products supporting automotive, broadband, cellular infrastructure, energy management, industrial, medical, military and mobile handset applications. The company’s portfolio includes amplifiers, attenuators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure RF subsystems, mixers / demodulators, phase shifters, PLLs / synthesizers / VCOs, power dividers/combiners, receivers, switches and technical ceramics. Headquartered in Woburn, Massachusetts, Skyworks is worldwide with engineering, manufacturing, sales and service facilities throughout Asia, Europe and North America.
Micron Technology (MU) is up by 5.1% since February 25. On March 10, Cramer put out a sell recommendation. Within that period, MU is down by 9%. However, since March 10, MU is up by 11.1%.
The company is one of the world’s leading providers of advanced semiconductor solutions. Through its worldwide operations, Micron manufactures and markets a full range of DRAM, NAND and NOR flash memory, as well as other innovative memory technologies, packaging solutions and semiconductor systems for use in leading-edge computing, consumer, networking, embedded and mobile products.
Lululemon Athletica (LULU) is up by 16.9% since February 25. The company is a yoga-inspired athletic apparel company that creates components for people. On March 28, the company’s Board of Directors approved a 2-for-1 stock split. Stockholders will vote on this on June 8. You can view a company presentation here.
Cramer Sell Recommendations
Exxon Mobil (XOM) is down by 2.1%, since February 25.
NetFlix (NFLX) is up by 10.5% since February 25. On Tuesday, March 1, Jim Cramer changed his recommendation to buy. He then changed his stance to a sell on March 9, followed by a buy recommendation on March 14. He again put out a sell recommendation on March 16. He finally settled on a buy on March 22.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.