Cramer's Take on Top 10 Most Searched Stocks from 6-12-08
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Date updated:06-15-2008

This portfolio gives Jim Cramer’s recent take on the Top 10 Most Searched Stocks on TheStreet.com from the prior trading day.

symbol name last price % change open
  • +
  • WMT
    Wal Mart Stores
  • $54.63
  • -0.60%
  • $54.09

Although Cramer is not a big fan of retail, he did offer 2 stocks in the below post you should play if you have to play retail. “Remember the big retail rally not that long ago? That, like the tech rally, now feels like a total short-squeeze. Exhibit A in the short-squeeze theory is Liz Claiborne (LIZ), which last month rallied on a really crummy quarter. This heavily shorted name drew tons of buyers, a real head scratcher, but here it is now at its 52-week low. Many thought that JCPenney (JCP) had reached a bottom and that things going forward would get better. Oops! The stock acts terribly as does its partner, Ralph Lauren (RL), which also had a good run after its last quarter. Costco (COST) and BJ's (BJ), both with excellent quarters under their belts are being hammered and so, for that matter, is Wal-Mart (WMT ) and Target (TGT). The latter, I think, is two to three dollars too high on a relative basis and I would sell or short it here. In fact the only ones I would buy are Costco and Wal-Mart because value is supreme here and portfolio managers have to own something in retail. These are the two best choices. Just to be clear, I despise this group. I hate it almost as much as the financials. I even sold my last couple hundred shares of Sears (SHLD) today because I just don't believe it can get through this period without being cut in half, although I do believe it can survive this period. But managers do need to own a retailer, now you know which ones they will buy.”

People owning WMT also tend to own: AIGALLBACCCATCBSCOP

TheStreet.com Rating: B What is this?

  • +
  • MON
    Monsanto Company
  • $79.50
  • -1.69%
  • $79.07

From a recent Mad Money show: "I'm concerned. ... stock had a phenomenal run ... concerned you'd be coming in at a level that is too high ... if oil goes under 130, you'll be able to buy Monsanto in the 120s."

People owning MON also tend to own: CALCOPDSLHALMOSHLDSTX

TheStreet.com Rating: C+ What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $84.14
  • -3.64%
  • $83.59

From a recent Mad Money show: "The most pro shareholder management in the mineral business ... below 115, you got a real gift."

People owning FCX also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: D What is this?

  • +
  • SNE
    Sony Cp Adr
  • $26.68
  • -2.84%
  • $26.48

From a recent Mad Money show: "Not as bad as it used to be ... really a game play. ... Sony's good ... recommended it in the low 40s. I put it in the Don't Buy camp."

People owning SNE also tend to own: AKHCLFFPLPWEIWOSAMZNBBY

TheStreet.com Rating: C- What is this?

  • +
  • CSIQ
    Canadian Solar In
  • $21.52
  • +2.09%
  • $20.00

From a recent Mad Money show: "I've been recommending First Solar (FSLR). It's a good speculative play." But Cramer says wind stocks and natural gas are his preferred energy plays.

People owning CSIQ also tend to own: CMGIGSSHYGSKADONTREVSFE

TheStreet.com Rating: No Rating What is this?

  • +
  • COH
    Coach Inc
  • $35.29
  • -1.40%
  • $34.75

From a recent Mad Money show: "A timing stock. ... problem with the last quarter was a Japanese inventory issue. ... Now moved up 8 straight points. ... Wait till it goes lower." Cramer prefers Costco (COST).

People owning COH also tend to own: AMTANFAVIDCNOCOSTESIEXPD

TheStreet.com Rating: B- What is this?

  • +
  • CSX
    C S X Cp
  • $47.53
  • -1.39%
  • $46.86

From a recent Mad Money show: "I praise CEO Michael Ward. This is one of the finest railroads out there. But I can't recommend the stock because of the hedge funds trying to remove him. They make me sick."

People owning CSX also tend to own: AEPAMPAOCCAGEIXFGNW

TheStreet.com Rating: B- What is this?

  • +
  • RBS
    Royal Bank Ads Ne
  • $11.48
  • -4.57%
  • $11.29

From a recent Mad Money show: "I have to tell you, I wouldn't touch this one with a 10-foot pole. There is nothing there and I do not want to own Royal Bank."

People owning RBS also tend to own: ADVNABCSBTEETFCFMDFNFHTE

TheStreet.com Rating: No Rating What is this?

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Q. Regarding valuation analysis, Cr...
11.28.09 | 12:18 PM Asked by snassif

A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.

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