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Q2 2008 Portfolio Moves: David Winters, T. Boone Pickens, Jim Puplava

I follow T. Boone's picks religously, and own many of his picks, including the ones mentioned above. He is the only one I see who makes any sense at all on the subject of the energy crisis we are headed toward. Most of the others, including the Wall Street crowd, just don't get it yet. They will eventually, and that is when it will be time to sell.

Aug 22 10:26 am |Rating: 0 0 |Link to Comment |View article

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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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Q2 2008 Portfolio Moves: David Winters, T. Boone Pickens, Jim Puplava

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