Karin Hernandez's  Instablog

Karin Hernandez
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I call myself the Random Investor because I don't intend to limit myself in any way. I choose stocks to review the way I choose books to read (and I read A LOT) - whatever catches my eye. Might be an interesting piece of news, might be a product I like, might be I like the competition, could be... More
  • Jim Cramer Six In Sixity - 5/15/12 0 comments
    May 17, 2012 9:38 AM | about stocks: MSFT, PII, CL, JBL, CLX, HP

    MSFT - Microsoft - recommendation at MS - inexpensive stock with product cycle, it's been when you want to buy MSFT, I'm with this trade

    PII - Polaris - Don't sell Polaris on Arctic Cat, Arctic Cat is a disaster, Polaris is only 10% snowmobiles which is the problem at Arctic Cat

    CL - Colgate Palmolive - Ok this is the raw cost story, when you see commodities go down, Colgate is the one that is mostly you've heard of a consumer product stock, goes much higher

    JBL - Jabil Circuit - upgraded to Buy at BofA - they do healthcare building and they do for tech building, if you think the stock is going higher then you wanna own tech

    CLX - Clorox - dividend hike - this stock is almost back to where it was before it reported the so-called disappointing quarter, I continue to like it

    HP - Hewlett Packard - stock down to 22 but this isn't a long-term play, I would not speculate short term. <But you like Microsoft over HP?> Yes, I do, good balance sheet too

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Stocks: MSFT, PII, CL, JBL, CLX, HP
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