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Open Question
How do I get to the Lightning Round July 10? JCI was mentioned.
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JCI - What we call JCI is the best house in a horrible neighborhood... Now, let
me explain that... One of the things we learn as portfolio managers, when I used
to run my hedge fund is I would have portfolio managers, my research people come
to me and they would say, I want to buy JCI... I say, you know that JCI is the
best play in automotive, but I can't stand automotive, so I can't recommend
JCI... And that is absolutely right... Don't buy, Don't buy... I will not buy a
stock that has connections with the airlines or connections with the autos.
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Go to CNBC.com and search Cramer Lightning round, then scroll down to the day,
on the list of videos and play it.
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JCI is one of my holdings. This has been of a skirmch to me. Tough, especially
with the current bat tech. Film is big. No one is talking about it. Capacitor
is hunt.
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