Seeking Alpha
Recommended for you:
Newsletter provider, fund holdings, insider ownership
Profile| Send Message|
( followers)  

Jim Cramer is the host of CNBC's "Mad Money" and the chairman of TheStreet.com. Nearly 250,000 people watch his show daily on TV and most of these are ordinary investors trying to understand what’s going on in the market. Cramer’s bullish and bearish stock picks on his show are the starting point for many investments made by these folks.

We compiled the list of services stocks that have been recommended on Mad Money during the last 30 days. (The market data is sourced from Finviz)

Stock

No. Of Times Picked

Market
Cap

P/E

Dividend Yield

Chipotle Mexican Grill (NYSE:CMG)

7

9.14

48.2

0.00%

Netflix (NASDAQ:NFLX)

5

11.91

57.4

0.00%

Amazon.com (NASDAQ:AMZN)

4

87.93

85.3

0.00%

McDonald's (NYSE:MCD)

3

85.20

16.6

2.97%

Starbucks (NASDAQ:SBUX)

2

25.52

22.4

1.53%

Wynn Resorts (NASDAQ:WYNN)

2

15.83

42.3

1.58%

Whole Foods Markets (NASDAQ:WFM)

2

9.53

29.5

0.74%

Walt Disney (NYSE:DIS)

1

62.43

14.6

1.21%

Home Depot (NYSE:HD)

1

46.06

13.8

3.46%

News Corp (NASDAQ:NWSA)

1

35.77

12.3

1.10%

eBay (NASDAQ:EBAY)

1

34.73

20.4

0.00%

Lowes (NYSE:LOW)

1

24.31

13.2

3.00%

CSX (NYSE:CSX)

1

22.55

13.3

2.33%

AutoZone (NYSE:AZO)

1

11.16

14.9

0.00%

Tiffany & Co (NYSE:TIF)

1

7.95

20.8

1.86%

O'Reilly Automotive (NASDAQ:ORLY)

1

7.93

17.8

0.00%

Melco PBL Entertainment (NASDAQ:MPEL)

1

5.65

528.0

0.00%

Carmax (NYSE:KMX)

1

5.98

14.9

0.00%

Darden Restaurants (NYSE:DRI)

1

6.07

13.2

3.82%

Williams-Sonoma (NYSE:WSM)

1

3.10

15.1

2.29%

Kirby (NYSE:KEX)

1

2.56

18.7

0.00%

Domino's Pizza (NYSE:DPZ)

1

1.41

15.5

0.00%

Monster Worldwide (NYSE:MWW)

1

1.17

180.4

0.00%

Cedar Fair (NYSE:FUN)

1

0.95

N/A

2.79%

Jones Group (NYSE:JNY)

1

0.81

40.7

2.13%

Sonic Automotive (NYSE:SAH)

1

0.71

7.2

0.75%

Chipotle Mexican Grill: Chipotle Mexican Grill operates fast-casual, fresh Mexican food restaurants in the United States. CMG recently traded at $291.7 and gained 92.74% during the past 12 months. The stock has a market cap of $9.1 billion and P/E ratio of 48.2. Cramer repeated his buy recommendation of CMG seven times during the last month. On July 19th CMG reported financial results for its second quarter ended June 30, 2011. CMG’s revenue for the second quarter was $571.6 million, up 22.4% from the prior year period. Net income for the first quarter of 2011 was $50.7 million, compared to $46.5 million in the second quarter of 2010.

On 27 June, Cramer stated that “The relationship is simple ... When gas prices go down, restaurant stocks go up. But you don't want to own just any restaurants. You want the best of the bunch and, in this environment, that's Darden for consistent, conservative growth and Chipotle to shoot the lights out for all you risk takers.”

Insider Monkey transcribed Jim Cramer’s Mad Money on August 2nd. Here is what he said about CMG:

If you stick around, we’ll get a current reading from PPG, from chuck bunch, this company’s fantastic CEO later in the show. Most people won’t care. You know why? Because, their doing well, it doesn’t fit the thesis. It’s a fact that gets in the way of the negative story. Finally, you can own a high-growth speculative company. My list? Hey, come’ on. You can probably repeat them after me. Fadscan, F5 (NASDAQ:FFIV), Amazon (AMZN), Deckers (NYSE:DECK), Salesforce.com (NYSE:CRM), Chipotle (CMG), Apple (NASDAQ:AAPL), or Netflix (NFLX). These were all pummeled today. Of course, they always get hit hardest on down days. But they have a tendency to bounce back furiously.

Mark Broach’s Manatuck Hill Partners had $156 million invested in CMG shares at the end of March. Jim Simons’ Renaissance Technologies reduced its CMG holdings by 28% during the first quarter of 2011(Check out Simons’ top holdings).

Netflix: Netflix, Inc. provides online movie rental subscription services in the United States. NFLX recently traded at $226.64 and gained 91.55% during the past 12 months. The stock has a market cap of $11.9 billion and P/E ratio of 57.4. Cramer repeated his buy recommendation of NFLX five times during the last month. Blue Ridge Capital’s John Griffin had $239 million invested in Netflix shares at the end of March. John Griffin increased his NFLX holdings by 42% during the first quarter of 2011. During the first quarter of 2011, Tiger Global’s Chase Coleman also made a $200 Million bet on Netflix.

Leonard Brecken predicted that Netflix is going to fall 70% within 12 months. He was on CNBC’s Fast Money and told viewers that Netflix is playing accounting games and that content costs are skyrocketing.

Amazon.com: AMZN recently traded at $193.7 and gained 50.35% during the past 12 months. The stock has a market cap of $87.9 billion and P/E ratio of 85.3. Cramer repeated his buy recommendation of AMZN four times during the last month.

On July 26, Amazon announced financial results for its second quarter ended June 30, 2011. Amazon’s net sales increased to $9.91 billion in the second quarter, compared with $6.57 billion in second quarter 2010. Second quarter net sales includes $477 million favorable impact from year-over-year changes in foreign exchange rates throughout the quarter. Amazon’s net income decreased to $191 million in the second quarter compared with net income of $207 million in second quarter 2010. During the second quarter the growth of Amazon’s Kindle devices sales accelerated compared to first quarter 2011.

Ken Fisher’s Fisher Asset Management had $516 million invested in AMZN at the end of June. (See Ken fisher’s top holdings here)

McDonald's: McDonalds Corp. is a large fast-food restaurant chain operating worldwide. MCD recently traded at $82.11 and has a 3% dividend yield. MCD gained 16.2% during the past 12 months. The stock has a market cap of $85.2 billion and P/E ratio of 16.6. Cramer repeated his buy recommendation of MCD three times during the last month. Peter J. Eichler, James Crichton, Ric Dillon and Jim Simons hold the largest MCD positions among 300+ hedge funds we track.

Source: Jim Cramer's 26 Favorite Services Stock Picks