Date updated:04-26-2007
On the 4-26-07 Mad Money show, Jim mentioned that we are in the midst of a large bull run and one way to play that is to back those companies to whom Jim has recently given the benefit of the doubt. In other words, the CEOs running these are good and will not disappoint us.
On prior shows, Cramer mentioned several CEOs (from RSH and SHLD) you could give the benefit of the doubt to in terms of hitting numbers long term. Others on his list from previous shows are also in this portfolio.

-
RSH
Radioshack Corpor - $22.09
- 0.00%
- $N/A
RadioShack's Julian Day is "hated by Wall Street for trying to make money rather than making analysts happy," he said. Jim is happy with Day's performance at RSH in terms of bringing the company back to profitability. Jim sees RSH running as a business regionally instead of selling the same items in the same stores across the board. Jim thinks that Wall Street shows Day no love, but the man is doing a good job and hence the honor of the addition to the BOD list.

-
SHLD
Sears Holdings Co - $103.61
- -1.17%
- $105.68
Jim also thinks that Lampert is fixing Sears but Wall Street critics don't give him any credit. Lampert brings his savvy from the hedge fund business to Sears which Jim sees as a positive. Investors in Sears are getting a man with a real edge and Jim wants his fans in this stock.

-
RL
Polo Ralph Lauren - $82.86
- -0.55%
- $83.43
Jim said Ralph Lauren of Ralph Lauren (RL-NYSE) deserves the benfit of teh doubt but he really likes Roger Farah who is the COO. Jim pointed out that he is the one responsible for buying the 50% of the Polo.com it didn't own and for turning it all around. Cramer also said that the street thought Farah was guiding lower even though Farah said he didn't lower guidance which caused a nice upward suge in the stock price.

-
SKS
Saks Incorporated - $8.30
- -2.24%
- $8.48
Cramer also put Steve Sadove of Saks (SKS) on his list, saying he was excellent and Ronald Frasch, who Cramer said was a merchandising genius, is the key there. Cramer reiterated he is stillpositive on this stock even though it is up nicely since he first recommended it. Cramer pointed out that UBS analysts didn't raise their Sell Rating and that was a mistake.

-
JCP
J.c. Penney Compa - $31.42
- +0.77%
- $31.22
Jim also added Myron Ullman of J.C. Penny Company Inc (JCP) to his list. Cramer said that on Feb. 22, J.C. Penney reported a quarter that Ullman wasn't happy about. When Ullman said not to worry, that the company would bounce back, Wall Street didn't listen and the analysts downgraded the stock. The stock went to $77 butis already back at $81, and the company is bouncing back with good numbers just as Ullman promised. Cramer believes that J.C. Penney is "headed for new highs," and he says that the next time it reports disappointing numbers, if Ullman says not to worry, then don't. Instead, buy the stock.

-
FD
Fd - $0.00
- N/A
- $N/A
Cramer also added Terry Lundgren of Federated Department Stores' Inc (FD) to his BOD list. "At first I trusted him, then I turned my back on him, and then he made me look like a fool for doubting him," Cramer said. When FD missed its numbers last year, Jim ultimately bailed on Lundgren and FD in December. However, investors who listened to Lundgren made money and Cramer said he will doubt him again.

-
COST
Costco Wholesale - $60.72
- -0.90%
- $61.50
Cramer said he likes Jim Sinegal of CostCo (COST). Cramer said the CEO does a great job of paying employees well and gives customers more high-end things they want while still innovating. Cramer thinks the bad news is behind and belives Sinegal is solid and can be trusted.

-
KSS
Kohl's Corporatio - $55.26
- +1.43%
- $54.94
Cramer believes that KSS is being shunned because of a lack of belief in the CEO. But Cramer likes Lawrence Montgomery and believes he can be trusted. Cramer says to be patient and wait for teh stock to come in as it usually does and also noted that Wall Street analysts don't understand the stock.
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