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- Soup Target; Cramer's Mad Money (7/22/08) [view article]
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Apple's Branding Strategy Delivers Superior Results [view article]
- Quote of the Day: Hard to Ignore Soaring Food Prices [view article]
- Consumers Shifting Food Purchase Patterns Into Recession Mode [view article]
- 100 Stocks to Offset Rising Food Prices [view article]
- Investing in Consumer Packaged Goods: A Global View [view article]
- Jim Cramer's Mad Money Lightning Round: 3/24/08: A Darling CEO [view article]
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- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
- Wall Street Breakfast: Must-Know News
- Wall Street Breakfast: Must-Know News
- Apple's Branding Strategy Delivers Superior Results
- Consumers Shifting Food Purchase Patterns Into Recession Mode
- Investing in Consumer Packaged Goods: A Global View
- The Challenge for the Consumer Product Firms
- Quote of the Day: Hard to Ignore Soaring Food Prices
- Barron's Picks the Top 7 Food Stocks
- Campbell Soup Sells Godiva Business for $850 Million
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Soup Target; Cramer's Mad Money (7/22/08) [view article]
I don't remember Cramer recomendeing Wamu -- US Bancorp yes, out of his four fortresses - but not WM that I remember. He said he'd keep buying CHK into pain, too, and loves the company.On Jul 23 10:10 PM DaveinHacken sack wrote:
> When did Cramer recommend buying WM? He's had the whole board of
> that bank on his Wall of Shame. Reply
sack
Soup Target; Cramer's Mad Money (7/22/08) [view article]
When did Cramer recommend buying WM? He's had the whole board of that bank on his Wall of Shame. ReplySoup Target; Cramer's Mad Money (7/22/08) [view article]
Uh, Apple most definitely did NOT disappoint with earnings. About the only other company that actually had earnings increase was AT&T. Starting to see an connection? ReplySoup Target; Cramer's Mad Money (7/22/08) [view article]
Cramer is a fool. Last week he said C was going to single digits. Which one is it? Before that he said stay away from banks when they reach single digits, now WM and WB are good buys?As for oil, its drop is a bad macro event. Oil is dropping because of a fear that global demand will drop because of a global slow down. Duh, a global slow down is not good for equities, it is bad. Global growth is all that has kept this theoretical market going at all. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many.zero value added. Reply
Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
JULY 11, 2008 FROM JANUARY 2, 2007 UNTIL JULY 11TH, 2008I HAVE BEEN THE MOST ACCURATE IN FORECASTING, REBUTTING
ARTICLES, RESEARCH FIRMS & THEIR TARGETS, STAR MINE EXPERTS, JIM CRAMER AND HIS TOUTING OF OBESITY WHICH IS OUT THE WINDOW NOW, AND EVERY OTHER FRIEND OR TOUTER OF THE NSTK OR NEW MRNA COMPANY. i HAVE BEEN RATED 5 STAR EXPERT BY PREDICT WALL STREET FOR 12 MONTHS STARIGHT AND HAVE BEEN AN ADVOCATE FOR SHAREHOLDERS WHO HAVE BEEN FLEECED OF THEIR LIFE SAVINGS WHILE MANAGEMENT CONTINUES TO GET PAID AND TO EXIST. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Hi David,i have no idea how you pick stocks, what is your method? However, i see you have 3 companies in your list that i am long on, FTEK, FSR and FAST. I would like for you to check out ISLN, EXBD and MKL Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
If that is your replacement list can we see the rest of what you currently own. At first glance it seems like you may toss the majority of your energy, financials, and tech holdings. Can we get a sector percentage to give some clarification? Here I will make your task much easier, stocks on your list I would hang on to would include: AA, AYR, BDK, BKS, CBI, CMI, COMS, CPB, CSCO, DD, DRYS, DUK, FCX, FTO, HELE, HNZ, HOC, HON, IPSU, IR, JCI, KCI, KMX, NVS, OSK, PAYX, PPC, PPG, PRU, RTN, SNY, TSO, TTC, TXT, VE, VZ, WAG, WY. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, it's nice to hear you are in agreement. Actually, I have been in dry-bulk for a while, and bought NM because they bought a port terminal with grain silos in Uruguay. Its heavily asset-based, even if heavily leveraged, but I favor asset based equities. The Uruguay purchase, and they are keeping the previous owners on-board, is another key factor that really sets NM apart from the other dry-bulk shippers. BTW - I invest only in dry-bulk. Less risk of environmental disasters than tankers.On Jul 07 10:04 AM David White wrote:
> NM is a good bet. It has excellent value. It has an extremely low
> PE and FPE. It also has an excellent Price to Book value ratio. Further
> it has both a new fleet in South America (for the river traffic mostly)
> which is supposed to begin adding 35% to EBITDA beginning in the
> 4th quarter of this year. It got pushed further downward in the recent
> market move in that direction, so it is an excellent buy now. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
No value to me, completely useless in it's present form. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
very silly article-no value unless some has a week of time to review. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH? ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Get serious. If you must own so many stocks just buy IYY and go on vacation. Reply