mad money links on street.com

Monday, February 27, 2006

2/27 to 3/3 mad money summaries

I found these other links so I can track other publications too. Businessweek has this aricle on Web 20 (20 companies it thinks are the best in the internet space. ) Investors Business Daily has this article on fastest growing companies. Morning star has this contrarian portfolio. Today is also the day is the first day Google payments is in the news. Supposedly Google is now allowing Google base merchants to accept payPWEIments. Market seems to believe it can do better than Paypal.

3/3 mad money summary
: missed estimates and routed medical device company IFLO (it makes a pump which sends anasthetic to people after surgery) is recommended, a shoe company (SHOO), he thinks optical networking plays are supposed to be doing well ( BKHM, CIEN, JDSU are some stocks he mentioned), CEO of ARJ (Arch Chemicals ), an interesting company (water treatment, fabric treatment ..)

3/2 mad money summary Voting systems news prompts a recommendation for DBD , BBW (Build a bear workshop) is very cheap, Optical networking company BWNG (Broadwing) and Marchex (MCHX) a search placement company CEO is on the show.

3/1 mad money summary: RAD (Rite-aid) worst of breed, but could make money due to Medicare Part D confusion, LVS is a gambling play in China(in Macau which is the only allows gambling and is part of China). PWEI (PW Eagle) is a water, natural gas pipe play. Also mentioned INSU and HD in this space. IRBT(I robot) CEO is on the show too.

BTW, on 2/28 Google crashed which made me wonder whether its payment stuff announced over the weekend is carefully archestrated to prevent further slide.

2/28 mad money summary SHW gets another mention as the stock is up after the judge dismisses punitive damages. NUVO (Nuvelo) and CATG(Cambridge antibody tech) are good biotechs mentioned in PRWeek stand out. COST (Costco's) good return policy and good product mix are cited. VPHM is another pharma he thinks is unnecessarily got trounced after 4Q results.

2/27 mad money summary
Today's talk is about SHW (Sherwin williams), WGII (Washington Group) a power, infrastructure company( supposedly also a good defence company ) and FWLT which Wall street journal has branded top 10 worst companies.

Tuesday, February 21, 2006

2/21 to 2/24 week mad money recap

This week there does not seem to be any lightning rounds. These may be shows which are recorded before, though I cannot confirm that.

2/24 mad money summary Another rebroadcast of a show about investing style. I think Cramer is having a vacation this week.

2/23 mad mooney summary Today is a rebroadcast of January 31st.

2/22 mad money summary Today's focus is on chain restaurents. Cheesecake factory is a possible growth candidate. Panera Bread Company is another one. Also bullish on Darden, Domino's Pizza.
In the high end its RUTH Cramer also recommended Starbucks, Chipotle, Luby's.

2/21 mad money summary Raw materials like nickel, iron and copper demand (due to BRIC which stands for Brazil, Russia, India and China ) is rising. BHP second largest producer of copper and 3rd largest producer of nickel, is supposed to best of breed. Freeport-mcmoran copper & gold is #2. Rio Tinto exploration, mining. Manitowic Refrigeration equipment, Terex and Caterpiller are the heavy equipment stocks.

Sunday, February 12, 2006

2/13 to 2/17 week recap

This week Barron's is offering a free open house. I dont however like their article on Google. I think the pendulum however is swinging the other way to Google.

2/17 mad money summary NWL (Newell Rubbermaid) is like HPQ when Mark Hurd took over and has dividend of 3.6%, DRS a defence stock, recently got a big order, GPS is read for turn-around and PTIE CEO on the show promoting their pain medicine coming out in 2008.

2/16 mad money summary Diageo ( american express of liquor) DEO, Indian stocks TTM (Tata Motors), RDY (Reddys Labs) (wow lot of indian companies from Jim Cramer), McDermott International( MDR ) a coal play and women's health stock CYTC.

Note: Barron's effect on Google seems to wear off as GOOG is up 24 today.

2/15 mad money summary Footwear maker Crocs CROX, Visage, a facial feature identification company but has more stuff now with identix merger(VISG). Tandberg, a Norwegian company (TAT.No), not for me though and CRDN CEO on the show. My interest is in VISG and CRDN.

2/14 mad money summary Calipers (CALP) a company that helps drugmakers develop drugs, Petroleo Brasileiro (PBR), a natural gas company. Also, herb greenberg is on the show tonight talking down FLIR which seems to be liked by Cramer. STX and MXO could benefit from merger due to reduced competetion. Calipers looks interesting.

2/13 mad money summary ARNA (Arena Pharmaceuticals) on obesity drug, Adidas ( like AMD to Intel is a stock that is beating/or will beat Nike) and MNCP (Motient has more spectrum than anybody but Cingular).


Monday, February 06, 2006

2/6 to 2/10 mad money summary

NMTI and ACAD continued to do well and RHEO Tanked last week.

Lets see what this week brings

2/10 mad money summary Dialysis stocks ( FMS, DVA ), Infrasource powerplays (IFS), CBOT (BOT) for bonds contracts with the 30-year bond coming back.

2/9 mad monet summary PTIE (Pain Therapeutics, PSA (Public Storage ) and KEYW (Essex). He also says to ring the register on REDF.

2/8 mad money summary
EDO and Axsys (AXYS) are likely to benefit from military spending increases, a bunch of $2 stocks, SBUX CEO is on the show and syngenta SYT and monsanto MON are the genetically modified food stocks.

2/7 mad money summary Options Express (OXPS), International Gaming Technology (IGT), Vivendi Universal (V) and a discussion about PRAA which Cramer likes and Herb Greenberg dislikes. Herb Greenberg seems to like an airline stock ABX Air(ABXA). I dont like anything today.

2/6 mad money summary
Areva( CEI.FP) is a nuclear power play stock, Texas Roadhouse ( TXRH) another regional to national restaurent and Alcan (AL), an alluminium stock, is the pick of the week for this week. Another stock that got positive mention is WBSN.