The New 'Four Horseman' of Technology: Cramer Likes My Stock Picks

I am sure that many of you watch or have watched CNBC’s Mad Money with Jim Cramer. Personally I think the screaming and boo-yaas are a little much, but I do watch it on occasion. I like Fast Money much better - it comes on a couple hours later. I am quite honored, because it looks like old Cramer has been sniffing around my blog looking for ideas.

Back in the glory days Intel (INTC), Cisco (CSCO), Dell (DELL) and Microsoft (MSFT) were known as the four horseman. They were the “go to” stocks. Owning them were like having your own money tree. However, they have all taken it on the chin since then - Intel and Cisco are down 71% and 67% respectively from their high points in 2000, while Dell is down 54% and Microsoft are down 49% since 1999.

Last week, Cramer announced his new “four horsemen” of technology: Apple (AAPL), Research in Motion (RIMM), Google (GOOG) and Amazon (AMZN). Two of those names, Apple and Research in Motion, are the members of my recently formed The Big Spend portfolio. Interestingly, Cramer and I converged on those names using two completely different approaches, but our conclusions are the same. These stocks have the potential to significantly outperform the market and are in the midst of secular (long term) moves. It’s time to get on board.

Comments

[David Lentz:]

It was time to get on board a year ago.

Now it's time to chase the train.

2007 Jun 14 09:54 AM

[Stefan Wyler:]

Well said, David.

2007 Jun 16 06:56 AM

[Hayweed:]

Rimm is a one trick pony entering a fight for its life with AAPL in the handset business and against MSFT, GOOG, and YHOO on the email push front. With no competitive advantage other than email, RIMM sits in a tough spot. Everyone wants their space and they own a whopping 1% of the market. Market cap is over extended and unless they come up with something else the blackberry will become the pager of the 2000's.

They entered the consumer market to compete against aapl and if AT&T is the biggest sellier of the blackberry they will be buried for the next month. Hate to be on the conference call on the 28th, the night before iPhone launch.

2007 Jun 20 10:12 AM