Tuesday, January 23, 2007

1-23-07 Mad Money

International stocks
hxm on pull back
BIDU GOOD BUT NOT A GOOD BUY
BNS IS A BUY (CANADA)
USB (BANK)
AVAV (take a look at as it goes up and down alot)
RIG (OIL)
MRVL
GS
SAI (SHORT MAYBE)
ADOBE
TYC
VFC (VALUE STOCK)

Cyclical Investing and Trading Chart





Monday, January 22, 2007

Mad Money and other Jim Cramer stuff

1. Know yourself and your Goals.
2. Do your homework
A) How the company makes its money.
1. How did it make its money last year?
2. How did it make money last quarter?
3. Are these high- or low-quality earnings?
B) What sector does the company belong to and how has that sector performed?
1. Sector:
2. Sector performance over the last three, six and tewlve months:
3. What forces tend to move stocks in this sector?
C) How has the stock performed?
1. last year:
2. last six months:
3. last three months:
4. last month:
5. last week:
D) What do the comparisons tell you?
1. Does this company face any threatening competition?
2. What is the P/E of this stock?
3. What is the average P/E of its competitors?
4. What is the PEG rate of this stock?
5. What is the average PEG rate of its competitors?
6. How much cheaper or more expensive is this stock comparted to its peers?
a. Based on P/E
b. Based on PEG
E) Can the stock survive its balance sheet?
1. How much debt does this company have?
2. How much debt does it have due this year?
3. How much free cash flow did the company have last year?
4. How much free cash flow should it have this year according to analyst estimates?
5. Will this company generate enough cash flow to pay its debt this year?
6. Can it pay its debts next year?
7. Will have to sell assets to pay its debts in the near future
F) Does this stock look like a good investment in light of your research?
3. Use Limit Oders and buy incrementally

list from 1/22/07
RIO
SLB
HAL
RAD
DNA
MPEL
SKYW
UA
COF
CRDN

NANATERO