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Soup Target; Cramer's Mad Money (7/22/08)

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.
Jul 22 22:48 pm |Rating: 0 0 |Link to Comment |View article
Bill Ackman's Plan to Save Fannie and Freddie

Whether you like the guy or not he has a good track record with what is going on right now.

He was on the monolines from the beginning, pounding the table, and you can't blame him for their demise. I assume he is right on this one too. These two companies have absolutely no value for shareholders. The only thing that will be left of these stocks is what the taxpayer picks up, which of course is bs becuase the taxpayer should not be saving equity holders.
Jul 15 22:55 pm |Rating: 0 0 |Link to Comment |View article
Financials: Don't Believe the Rumors

Sorry to say but this article lacks any grasp of reality or economic sense. FNE and FRE are a perfect example. If 1% of their loans default that is $15 billion. Unfortunately that is almost their entire capital base. LEVERAGE. LEVERAGE.

Sad to think that you have been investing in this market and have no clue of what leverage is.

Invest based on this analysis at your own risk.
Jul 15 14:33 pm |Rating: 0 0 |Link to Comment |View article
Fannie Mae's Earnings: Awful

The article makes sense but the stock rallied today. Who knows.

What really makes even less sense to me though is why would anyone buy the stock today instead of yesterday? I can not imagine worse news than they reported, other than filing for bankruptch prior to the release. So if the worst possible news is a buy signal then nothing could make the stock go down. So I ask, why did these people buy today and not yesterday? What could they have possibly heard today that would have stopped them from buying?
May 06 19:11 pm |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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