May 30th, 2008
On Wednesday, Cramer revealed his Wind Index. Which “Windex” stock was NOT one of his previous calls?
But there are four other names, most likely new to Mad Money viewers, that Cramer’s using to round out the Windex.
Ameron (AMN) deals mainly in water pipeline systems but also has a wind-tower manufacturing business that could double in size this year.
The three other stocks all trade over the counter here in the States. Vestas
|
Vestas Wind Systems A/S
VWDRY
43.2 UNCH 0%
|
|
OTC
 |
|
Quote | Chart | News | Profile
|
(VWDRY), the largest play on the global wind market, Cramer called it, that makes wind turbines and towers; Broadwind Energy (BWEN), a wind-farm construction and infrastructure play that also makes wind tower; and Clipper Wind Power (CRPWF), a turbine manufacturer based in the United Kingdom.
I have written about another Windex member, Thomas & Betts (TNB) here.
May 29th, 2008
In “The Steady Rise of Oil” (April 18) what transportation metaphor did Sri Jegarajah use?
Some in the market expect a softer gasoline demand during this period as families ‘garage the station wagon‘ and cancel the driving vacation to the Grand Canyon as pump prices near $4.00 a gallon.
Topics: Uncategorized |
No Comments
May 28th, 2008
In “Emerging Money: Up For ‘08″ how many of Tim Seymour’s trades were part of the Emerging Money Top 20 list?
I still like *Cemex (CX), *Posco (PCX) and *Gazprom (OGZPF) , says Seymour, but with volatility at 6 month lows, I’d also be looking at put protection.
Also watch Mobile Telesystems (MBT) which has earnings coming out Tuesday.
*Indicates company is part of “Fast Money’s” Emerging Money Top 20, an index made up of 20 firms poised to profit from explosive global growth.
By my count, there are three *’s indicating index membership.
May 28th, 2008
In the last paragraph of “Stocks Dont Like Obama” Larry Kudlow concludes that:
Of course, I am not counting John McCain out. He’s got some important openings that could carry him to the White House. But right now I’m not surprised the stock market is going through a downward correction after the big run-up that followed the McCain surge and the Fed rescue of the banking system.
Topics: Uncategorized |
No Comments
May 27th, 2008
Web Extra: On May 23, what natural-gas equipment stock did Shawn Reynolds exclusively pick for CNBC.com readers?
Reynolds also offered a bonus stock pick exclusively for CNBC.com.
It’s Exterran
|
Exterran Holdings Inc
EXH
71.69 -0.55 -0.76%
|
|
NYSE
 |
|
Quote | Chart | News | Profile
|
(EXH), a provider of process and flow equipment that’s focused on natural gas.
Topics: Uncategorized |
No Comments
May 27th, 2008
On May 9, Jim Cramer assailed AIG — and its CEO Martin Sullivan. What did the Mad Money guru call the company?
After the Dow component (AIG - Annual Report) posted an $8 billion loss Thursday – dragging the whole market down with it on Friday – and said it needs to raise an additional $12.5 billion, Cramer was astounded at how far the once well-run insurer has fallen. “This company is moronic,” he said flatly.
May 27th, 2008
In “$135: The Biggest Loser” the Fast Money team warned of companies hurt by oil prices. Which stock did they PAN?
It’s ironic in a way, but according to Tim Seymour, certain oil companies are going to have the hardest time coping with $135 crude. A company like PetroChina
|
PetroChina Co Ltd
PTR
136.83 -1.55 -1.12%
|
|
NYSE
 |
|
Quote | Chart | News | Profile
|
(PTR), that produces a refined product which it then has to subsidize to a local market, is going to suffer, he said.
May 27th, 2008
: In his June investment outlook, Pimco’s Bill Gross warned that U.S. inflation statistics were:
Bill Gross, chief investment officer of Pacific Investment Management Co (PIMCO) said in his June investment outlook that he has been arguing for some time that inflation statistics “were not reflecting reality at the checkout counter.”
Topics: Uncategorized |
No Comments
May 27th, 2008
The other black gold: On May 22, super-trader Jon Najarian said coal is up more than oil. He recommended buying:
In the space I like Consol Energy (CNX) and Peabody (BTU). They too have run, but not at those levels. I think they’re the best buys in the space because they have significant upside potential.
Both companies have mixed report cards based on the models I follow. They rank highly for price momentum and earnings momentum but poorly for free cash flow and return potential.
Disclosure: Author is long STREETTRACKS GOLD (GLD) at time of publication.
May 27th, 2008
Realty Check: Who sparked Countrywide CEO Mozilo’s “disgusting” e-mail reply?
“Disgusting,” Angelo Mozilo wrote in his inadvertent reply to an e-mail from Daniel Bailey Jr. who had asked the company to modify terms of his adjustable-rate mortgage.
My personal opinion is that Bank of America (BAC) is crazy to be buying Countrywide. I don’t know enough about the companies to say for sure, but I remember what happened to Conseco after they bought mobile home lender Greentree, which was that era’s equivalent of a subprime lender.