'Institutional Type' Stocks Will Rise and Rise Some More [View article]
More interesting is the stocks that fell to small mid cap because of the beating down. NVDA, Allied Irish Banks, Aracruz Cellulose, and more procatively I would say Deutsche Bank, are examples. 1 year ago they were in the large cap environment and they had the standing of it, now they are given up by most investors, many institutionals will drop them down just because they are off their limits. The valuations now are very compelling, these companies are leaders in their field and their future earning power is almost unscathed. For the price of one Apple share you can get more than one share of each of these 4 companies and I really think you get a lot more value since hype around AAPL is intense compared to hype around these beaten down companies. In a few months, maybe institutional investors will get some interest at buying these orphans and drive them up.
'Institutional Type' Stocks Will Rise and Rise Some More [View article]
Torpedo Dry Ships - Cramer's Lightning Round (10/8/08) [View article]