Jim Cramer's Mad Money Stock Recap Jan. 4
The Cisco (NASDAQ: CSCO - News) of Today ...
On Wednesday, Cramer discussed his favorite value stocks, and on Thursday, he began his show by discussing Cisco as his 3rd favorite growth stock. While Cisco was a "dead end" for a long time, it is turning around, and its big run shouldn't turn off investors, according to Cramer, because it will "keep running" and has found its niche as a "consumer oriented tech stock." The company has a triple play of phone, video and internet, and Cramer added, "The Cisco of today is not the Cisco of yesterday."
Apple (Other OTC: APPL.PK - News) vs. Microsoft (NASDAQ: MSFT - News)
Apple was Cramer's No. 2 growth pick, and although it is up 175% in the past couple of years and 50% since July, the stock is not losing momentum because "the winners keep winning." Cramer praises the company for changing the way people listen to music, and he does not think that MSFT's Zune MP3 will overtake Apple. He has confidence in the company's iTV and new phones, and believes that there will be a "tidal wave" of raised estimates since analysts have not yet worked the phone equation into their ratings of the company. The bears who say the iPod may be played out are wrong, says Cramer, since there are so many ways Apple will win.
The Winner: NYSE Group (NYSE: NYX - News)
"If you're comfortable taking a few risks to make more and more mad money, NYX is for you," Cramer said, naming NYSE his favorite growth stock for 2007. Since the company is geared toward making money and is applying cost-cutting strategies such as replacing workers with efficient machines, it will "keep flying" with solid revenue growth. Cramer notes that NYX has the lowest operating costs of all the exchanges and the company has "low, beatable estimates." While shares are down now because of the arbitrage pressure from its Euronext acquisition, Cramer predicts that NYX will reach $240.
Mad Mail: Coach (NYSE: COH - News), Lundin Mining (AMEX: LMC - News), Cyberonics (NASDAQ: CYBX - News)
Cramer suggested holding on to Coach since it is headed up, but added that those who already own the stock should take some off the table. Concerning LMC, Cramer declared a 'mon back and would load up on Lundin. While Cyberonics was at $21.02 on Thursday, Cramer suggested buying it when it dips below $20.
Published By SeekingAlpha
On Wednesday, Cramer discussed his favorite value stocks, and on Thursday, he began his show by discussing Cisco as his 3rd favorite growth stock. While Cisco was a "dead end" for a long time, it is turning around, and its big run shouldn't turn off investors, according to Cramer, because it will "keep running" and has found its niche as a "consumer oriented tech stock." The company has a triple play of phone, video and internet, and Cramer added, "The Cisco of today is not the Cisco of yesterday."
Apple (Other OTC: APPL.PK - News) vs. Microsoft (NASDAQ: MSFT - News)
Apple was Cramer's No. 2 growth pick, and although it is up 175% in the past couple of years and 50% since July, the stock is not losing momentum because "the winners keep winning." Cramer praises the company for changing the way people listen to music, and he does not think that MSFT's Zune MP3 will overtake Apple. He has confidence in the company's iTV and new phones, and believes that there will be a "tidal wave" of raised estimates since analysts have not yet worked the phone equation into their ratings of the company. The bears who say the iPod may be played out are wrong, says Cramer, since there are so many ways Apple will win.
The Winner: NYSE Group (NYSE: NYX - News)
"If you're comfortable taking a few risks to make more and more mad money, NYX is for you," Cramer said, naming NYSE his favorite growth stock for 2007. Since the company is geared toward making money and is applying cost-cutting strategies such as replacing workers with efficient machines, it will "keep flying" with solid revenue growth. Cramer notes that NYX has the lowest operating costs of all the exchanges and the company has "low, beatable estimates." While shares are down now because of the arbitrage pressure from its Euronext acquisition, Cramer predicts that NYX will reach $240.
Mad Mail: Coach (NYSE: COH - News), Lundin Mining (AMEX: LMC - News), Cyberonics (NASDAQ: CYBX - News)
Cramer suggested holding on to Coach since it is headed up, but added that those who already own the stock should take some off the table. Concerning LMC, Cramer declared a 'mon back and would load up on Lundin. While Cyberonics was at $21.02 on Thursday, Cramer suggested buying it when it dips below $20.
Published By SeekingAlpha
Labels: COH, CSCO, CYBX, Jim Cramer, LMC, Mad Money, MSFT, NYX





