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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]
- Recession Season - Cramer's Mad Money (7/7/08) [view article]
- Sony Not Just a Flash in Japan - Cramer's Lightning Round (6/16/08) [view article]
- The CAT's Meow - Cramer's Lightning Round (5/14/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Thursday's Options Outlook: DRYS, SNY, YHOO, HNZ, SLE, ALL, SINA, DGL, TIN, CSCO, RIMM [view article]
- Thursday's Options Report: EP, HNZ, R, BID, CLWR, CSCO, RIG, V, ACE, AXP [view article]
- Asia's Crazy for Heinz, Cramer's Mad Money (4/30/08) [view article]
- 100 Stocks to Offset Rising Food Prices [view article]
- Investing in Consumer Packaged Goods: A Global View [view article]
Recent HNZ Articles
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
- Wall Street Breakfast: Must-Know News
- Thursday's Options Outlook: DRYS, SNY, YHOO, HNZ, SLE, ALL, SINA, DGL, TIN, CSCO, RIMM
- Thursday's Options Report: EP, HNZ, R, BID, CLWR, CSCO, RIG, V, ACE, AXP
- Investing in Consumer Packaged Goods: A Global View
- Food Shoppers Not Trading Down to Private Labels
- Barron's Picks the Top 7 Food Stocks
- My Recession-Proof ETF
- Heinz Tops Forecasts, Falls Short on Outlook
- Stocks With 3% Yields Going Ex-Dividend In Next Two Weeks
- Full List of Articles »
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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
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
Recession Season - Cramer's Mad Money (7/7/08) [view article]
Cocaine is recession-proof as well, unfortunately the FARC don't wanna go public. ReplyReplacement 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. ReplyRecession Season - Cramer's Mad Money (7/7/08) [view article]
Cramer is brilliant, but the fact is no one has a clue what this market will do... Nothing is safe... ReplyRecession Season - Cramer's Mad Money (7/7/08) [view article]
cramer also recommended coke the last down turn..look where it is now! so much for safety. ReplyRecession Season - Cramer's Mad Money (7/7/08) [view article]
anyone who dwells on cramer and follows him needs their head examined. 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. Reply