a daily journal, of sorts

Tuesday, June 14

Tuesday's Tasty, Tantalizing Touts

Mad Money with Cramer continues to entertain, amuse and delight.

- SHLD is done going down, right here. The tagalongs who bought in because it was cool are now gone. Look at the real estate under this deal, that's solid right there ! Cramer's bold comparison: this is Berkshire Hathaway in 1986. Lowe's is better than Home Depot, but SHLD is better than both !

- ResMed (RMD) and RESP both make CPAP machines, crucial for the 4.8 million Americans who will be diagnosed with sleep apnea (sleep apnea is linked to diabetes !) Watch these 2 (this just published in JAMA ?)

LIGHTNING ROUND

- No RadioShack, holla at BestBuy instead
- Dupont (DD) a little too cyclical here, wanna buy it below $43
- MetLife is fantastic ! Good quarter
- Swap DTE for Duke power, buddy. Do it.
- NVIDIA: we liked it in Q1, that play is done like dinner
- PTEN is a go
- Annaly Mortgage gets another plug
- Candie's no-how, no way. We do like Steve Madden, though
- May's ? No, SHLD
- Energy Partners (EPL) is shallow drilling in Mexico. YES !
- H&R Block: probably not too late to get in
- MOT: like the buyback, like the quarter. Yes !
- EMC: we likey
- eBay is okay. It's now so cheap you should look at it
- DE: we would own it here
- TPP: petroleum transportation. 6% yield. We like.
- PVX: even better yield. Goes up over time. What's not to like ?
- NOK: nope, MOT is catching up and has more room to grow
- Maytag is okay if you're in
- Corning (GLW) still good, LCD displays is the play here
- GM: still goes higher here. Kerkorian is the guy to bet with (he's buying large)
- Black and Decker (BDK) looks tasty here
- Countrywide Financial:: opportunity is gone here, has moved up too much
- Callaway Golf:: no...........
- APCC is a no, go with ECA for natural gas

Dean Foods (DF) was highlighted last Wed. and has since gone higher as predicted. Stay with, this is going even higher !

GOOGL looks poised for a pullback based on numbers-cutting by a prescient analyst at Susqehanna Partners

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