Date updated:02-23-2009
This portfolio gives Jim Cramer’s recent take on 10 heavily searched stocks on TheStreet.com from the prior trading day.
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-
CEPH
Cephalon - $58.26
- +0.60%
- $57.24
Maybe the difficulty in reconciling Helene Meisler's view on the NASDAQ to Doug Kass's view on the NASDAQ (link) is biotech! Helene doesn't like the Nazz, thinks it is about to roll over. Doug's on board -- he likes the action and is long. Perhaps the difference in views is that I am thinking of this index as tech when I should be thinking of it as biotech -- namely Cephalon (CEPH), Genzyme (GENZ), Celgene (CELG), Gilead (GILD), Biogen (BIB), Amgen (AMGN) and Sepracor (SEPR) plus a bunch of other healthcare players. The Nazz has the benefits of almost no banks, lots of techs with big cash positions and these biotech wonders that have acted fabulously since the year began. Sometimes an index isn't what it seems. The biotechs, subliminally, may be the reason why the Nasdaq rallied even on this awful day. I predict continued outperformance by biotech in this world of zero interest rates. So, tie goes to Dougie! Random musings: Good discussion with Jeremy Siegal and Jack Bogle on Street Signs today, with Jeremy pointing out that dividend stocks have held up but Jack noticing growth stocks are up more. In reality, both have been losers... Tim Geithner and the ProShares UltraShort Financial (SKF) destroyed the banks this week. I will have more SKF data on Monday that shows how much the shorts had to do with this move down.

-
GMXR
Gmx Resources - $12.21
- -2.24%
- $12.38
From a recent Mad Money show:"The break-up value is substantially more than you can buy it for. I'd encourage you to buy that. "

-
IDXX
Idexx Laboratorie - $51.80
- +0.29%
- $51.17
From a recent Mad Money show:"In this new environment, I need stocks to have a good dividend, be near liquidation value or be recession resistant, and that one has none of those."

-
SBUX
Starbucks Corpora - $21.12
- +7.21%
- $20.40
From a recent Mad Money show: "It looks like it's bottoming, but McDonald's (MCD) took 18 months to turn around, let's wait before we buy."

-
MRK
Merck Co Inc - $32.59
- -0.37%
- $32.61
From a recent Mad Money show:"It's not my favorite pharma, but I like healthcare. I prefer Bristol-Myers Squibb (BMY) and Abbott Laboratories (ABT) more though."

-
BCS
Barclays Plc Adr - $22.52
- +2.27%
- $22.42
From a recent Mad Money show:"Barclays is such a sale it's scary. If you want to buy that one, you just need to turn off my show."

-
VNUS
Vnus - $0.00
- N/A
- $N/A
From a recent Mad Money show:"As a speculative play, I endorse it, but it's had a big run. Keep in mind I also like healthcare."

-
PCAR
Paccar Inc. - $38.68
- -0.74%
- $38.78
From a recent Mad Money show:"A very industrial company and that world is going down every day. I want you to be careful."
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A. today was a huge mark up,,we rallyed off
the g20???thisd makes no sence at all .
A. The only one I own : SLX,
too hard pick a winner out all of them
Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Here is the stock list of some of the largest % losers from Nov. 2, 2009. more













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