This is a brief review that willdirect you to Cramer’s comments this last week, although this is ashortened list. This is a re-run of yesterday morning’s article incase you missed it, so if you read yesterday’s article it hasn’tchanged.
Forget the order of the days. He made a huge tech call that wasvery controversial all week, and this was his largest impact call in awhile. Cramer says dump tech for a while, but he does have 5 safe names for the environment. He did give a brief preview on his site and the writing was on the wall. The day before he murdered tech he went over IT outsourcing names and declared Infosys (INFY) and Accenture (ACN) as the winners. He was already leaning out against tech before the big call, but it wasn’t suggestive of the call that he would later make.
Cramer interviewed the CEO of Chipotle, and he wants you in it. Cramer also interviewed GlobalSantaFe (GSF) and likes it. Cramer has some boring yield picks as alternatives to bonds. Cramer previews AeroViroment’s IPO next week with a game plan. He believes the Deutsche Bank call for a Triad (TRI) buyout.
He has a sell list of some of his old picks, plus an apology over Coldwater Creek (CWTR). He’s still saying buy Genentech (DNA). He thinks you should keep an eye on WCI.
A couple of my BAIT SHOP watch names were discussed by Cramer as potential takeovers by Bank of America (BAC).
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I will be updating the performance of his top 9 picks for 2007: 3 value, 3 growth, and 3 speculative at the end of the month. Here is that list if you were out and away at the beginning of the year.
Jon C. Ogg
January 22, 2007