Partners on Ockham

“… And something I try to work in and tell you every night. My goal is to share in an entertaining way, and I make that point, entertaining. The insights have accumulated in my years as a broker at GOLDMAN SACHS, a hedge fund manager and a stock junkie. This is a show about helping you become a better investor. You’re going to invest anyway. You’re a self-directed investor, trying to make you a better …” …more details…

“… Jack turned out to be just as — kevin in nebraska. >> caller: boo-yah, jim. >> boo-yah, kev. >> caller: hey, man, thanks for the help you give us on the and speaking of, I like GAMESTOP. >> I actually think games sales have not been that good. >> sell, sell, sell. >> I do not like GAMESTOP. I think GAMESTOP is a played-out name. I’m just getting fired up! And the "lightning round" is over! Fair, that’s what td ameritrade …” …more details…

“… Pharma, and yet it is in its own personal bear market. Refuse to sell it because it’s jay in florida. >> caller: pools and spas i’m calling about the cool breeze of tech. CISCO. >> well, i’ve got to tell you, I felt it after the justice department was through interviewing the president’s daughter last night on "24," and although CISCO screens came up I said this thing’s going to blitz right through 20. Plus how about when kim was able to reverse engineer the — all that’s a whole nother network. I don’t watch that show. I think CISCO got overbought up to 20. I own it for my charitable trust. And got oversold down to 17, 18. And right now it’s in the middle, below 17 on the buy or above 20. We’re going to rethink it. But it’s really inexpensive, and john chambers made a very good buy when he did that stuff with "24" because as far as i’m concerned it was CISCO that defeated tony almeida, not jack. Jack turned out to be just as — kevin in nebraska. >> caller: boo-yah, jim. >> boo-yah, kev. >> caller: hey, man, thanks for the help you give us on the …” …more details…

“… >> I think the dividend’s pretty small there. When it comes to real estate invest trusts we are entirely suspicious of the group. As a matter of fact, the only one that we have really been making a recommendation for is FEDERAL REALTY. And that’s our friend don wood from charity. That’s how we know him. The stock’s been — frankly, the stock’s been bad but it does yield 5%. …” …more details…

“… >> that’s what I hear. I see from al roker it’s nothing but rain. Five inches in orlando. What’s up? >> caller: well, I wanted to know what you thought about SMITH & WESSON, SWHC. Is it still an obama play? >> no, no, no, no. We’re bearish on that. Whole gun trade’s over. Let’s not even go there. There’s nothing cooking. Kathy in california. >> caller: cramer. …” …more details…

“… The chartists say cummins is I say if you like cummins you >> buy buy buy! >> — CATERPILLAR. Cramer! >> announcer: coming up, get instant access to the prodigy of profits on an all new "lightning cramer all fired up on the …” …more details…

“… The way, that dan fitzpatrick liked at one point. I remember reading about them in realmoney.Com. And I like schlumberger, and i’m not backing away because they are the two best of breed. The chartists say CUMMINS is I say if you like CUMMINS you >> buy buy buy! >> — caterpillar. Cramer! >> announcer: coming up, get instant access to the prodigy of …” …more details…

“… The rig count is down so much that it can only go up from so i’ve been sticking with transocean, which is a stock, by the way, that dan fitzpatrick liked at one point. I remember reading about them in realmoney.Com. And I like SCHLUMBERGER, and i’m not backing away because they are the two best of breed. The chartists say cummins is I say if you like cummins you >> buy buy buy! …” …more details…

“… Screws, putting the screws to the drillers. That said, I think that china’s in charge, not united states. The rig count is down so much that it can only go up from so i’ve been sticking with TRANSOCEAN, which is a stock, by the way, that dan fitzpatrick liked at one point. I remember reading about them in realmoney.Com. And I like schlumberger, and i’m not backing away because they are the two best of breed. …” …more details…

“… A global economic rebound in order to get in ahead of all the big institutional buyers. If you think the worldwide economy will snap back in the not-too-distant future. If you think the dollar’s going hey, then you’re going to want to be in CUMMINS. My problem here is if we really believe those things then as good as CUMMINS would be, as good as it could be, I would much rather be in caterpillar, which I own for my charitable trust, actionalertsplus.Com because the expectations are just as low for cat but it’s an accidentally high yielder. Tice the size of CUMMINS’ yield. Even as some people worry cat’s dividend isn’t protected I think it has a much better rebound potential. Because it has more exposure to infrastructure proposal as round and the one I think is coming in india. CUMMINS okay? And while it should do better with the weaker dollars and its earnings could explode upward with a global economic recovery in 2010 I say if you like CUMMINS off the chart you should love cat off the fundamentals. And may the best man, or the best chart win. Let’s go to mark in new jersey. >> caller: hey, jim. How about for auld lang syne an …” …more details…