Recap of Jim Cramer’s comments on Stop Trading! Friday January 4. Click on a stock ticker for more analysis:
Microsoft (MSFT): Given the current environment, Cramer suggests sticking with "whatever is left of winter" which is down 5-8% including oil, agriculture and infrastructure. Currently, Cramer thinks investing in tech is "gambling" and might approve Microsoft, but adds it is being "pulled down by the cohort." On a political note, Cramer commented, "I have to tell you... this has got a very bad feel to it. It was not helped by 'the fundamentals are sound' quote...by President Bush. I just don't like this market at all."
Special Guest: Monsanto's (MON) Executive Vice President and Chief Technology Officer Rob Fraley: Rob Fraley discussed MON's Smartstax venture, due for a 2010 launch, and Cramer said "Allergan's got nothing to top this."
"It's all about yield," Fraley said. "We're really a biotech company that delivers higher yielding corn and soybean and cotton." He mentioned the company's innovations such as seeds that require less water and patent protection. Monsanto invested early on in the biotech sector and has "opportunities for Asia markets and also for biofuel production" said Fraley.
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