Jim Cramer's Mad Money Stock Recap July 25th
Happy PCs: Dell (NasdaqGS: DELL - News) and Hewlett-Packard (NYSE: HPQ - News)
Cramer again urged viewers to get into tech ahead of the back-to-school and holiday seasons, and added Dell and HPQ are in the "sweet spot," are "brimming with cash" and buying back stock. While both approach their 52-week highs, Cramer sees a huge upside in the next three months, and points out that HPQ is "criminally cheap" while Dell is not expensive, given its rapid growth rate. The companies benefit from a price war among component parts producers and HPQ and Dell both have significant international exposure; "The time is right for both," Cramer said.
Rolling on a River: Riverbed Technology (NasdaqGM: RVBD - News)
Cramer comments his beloved speculative stock RVBD has been "coining money" off its WAN optimization technology and still has further to run. However, Cramer adds RVBD is a investment rather than a trade and urges viewers not to be spooked if it dips; " ... focus on its long-term story, he urged. "Don't let the volatility around its quarter scare you." Riverbed is not a stock for cheapskates; "Riverbed is the poster child for paying up for best of breed," said Cramer. "Great high-growth stocks with great momentum are hardly ever cheap."
Interview: CEO, David Sutherland-Yoest, Waste Services (NasdaqGM: WSII - News)
Cramer says WSII is the prime example of a stock with aggressive insider buying and a large short position. He wondered why the stock didn't move after the company reported a solid quarter. David Sutherland-Yoest said, "we exceeded our internal expectations," and he explained the Street doesn't understand why WSII swapped out of WCA Waste or its acquisition of a Florida hauling company and transfer station. The CEO was confident the value of its assets will be recognized in the next quarter. Cramer commented WSII "seems like a good place to be" and is worth sticking with even though it hasn't behaved as expected.
Published By SeekingAlpha
Cramer again urged viewers to get into tech ahead of the back-to-school and holiday seasons, and added Dell and HPQ are in the "sweet spot," are "brimming with cash" and buying back stock. While both approach their 52-week highs, Cramer sees a huge upside in the next three months, and points out that HPQ is "criminally cheap" while Dell is not expensive, given its rapid growth rate. The companies benefit from a price war among component parts producers and HPQ and Dell both have significant international exposure; "The time is right for both," Cramer said.
Rolling on a River: Riverbed Technology (NasdaqGM: RVBD - News)
Cramer comments his beloved speculative stock RVBD has been "coining money" off its WAN optimization technology and still has further to run. However, Cramer adds RVBD is a investment rather than a trade and urges viewers not to be spooked if it dips; " ... focus on its long-term story, he urged. "Don't let the volatility around its quarter scare you." Riverbed is not a stock for cheapskates; "Riverbed is the poster child for paying up for best of breed," said Cramer. "Great high-growth stocks with great momentum are hardly ever cheap."
Interview: CEO, David Sutherland-Yoest, Waste Services (NasdaqGM: WSII - News)
Cramer says WSII is the prime example of a stock with aggressive insider buying and a large short position. He wondered why the stock didn't move after the company reported a solid quarter. David Sutherland-Yoest said, "we exceeded our internal expectations," and he explained the Street doesn't understand why WSII swapped out of WCA Waste or its acquisition of a Florida hauling company and transfer station. The CEO was confident the value of its assets will be recognized in the next quarter. Cramer commented WSII "seems like a good place to be" and is worth sticking with even though it hasn't behaved as expected.
Published By SeekingAlpha
posted by Stock Administrator @ 7:26 AM
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