This past week, Cramer was spreading knowledge to students at UT Austin and back in time to react to the Fed. As usual, he had plenty of knowledge to impart. Here are some the highlights from Jim over the last week (aggregated from Mad Money, Stop Trading! and his articles):
Dow Stocks: This past week Jim mentioned it was time for a special, end-of-quarter analysis of why the market is so resilient. Cramer picked apart the market and outlined his take on the Dow stocks. The Cramer’s Dow Stocks Analysis portfolio showcases Cramer's analysis on the 30 Dow stocks. He breaks down the state of each stock and what he sees going forward.
Best of Breed: Cramer took a trip to Texas where he did a live show of Mad Money at UT Austin. Cramer said “I knew I had to come here with four big stocks based in Texas. The Best of Breed Texas Stocks are all “trading at a discount” and Cramer said he would buy them right now including his favorite TIN.
Buyout Candidates: On a recent Stop Trading! Segment, Cramer mentioned that he was bullish on HAL because they begin a $3 billion dollar buyback next week. He also said he didn’t think they needed to be public now and went on to mention his other Buyout Candidates including MOT.
Drug Stocks: "Are we catching a drug-stock rally? It's long awaited," Cramer said earlier this week. "The drug stocks, while they almost all have issues, finally are not that expensive and in many cases have good yield support.""
Here are the 4 Drug Stocks, including GENZ and ABT that Cramer likes.
Rate Cut:: Cramer was right where he wanted to be on Fed day. That night on Mad Money, Cramer said, “The Fed blinked… suggesting that we are headed for an interest-rate cut rather than a raise…signaling that the “crisis, our short national nightmare, is over. And of course he translated this move into what those who follow him want: stock ideas. Cramer deemed the following stocks all good to buy now. The list included BA and CAT
Retail Stocks: In opening up the floor to questions from the students at UT Austin, Jim was asked about Wal-mart (WMT). While Jim has always been upfront about his general dislike of WMT, he said “the hallmark of a good investor is to hear the contrary side." While Jim did look into it, he still felt that if “market players are looking to get into retail, the better bets are JC. Penney's (JCP) , Kohl's and Sears (SHLD).You can see more of Jim’s explanation and the Retail Stocks portfolio here.
CEO Interviews: Cramer interviewed 3 CEOs over the last week including Peter Van Stolk from JSDA . This CEO Interviews portfolio breaks down each interview and gives you quick take on the important issues Jim honed in on at each company.
Lightning Round: Cramer was full speed ahead last night with his latest Lightning Round . He was bullish on several stocks such as FDX and BSC but also bearish on the likes of COG and APPB.
