Mad Money Machine

by Paul Douglas Boyer

Cramer’s February Picks

I took all (well most) of Jim Cramer’s February 2006 stock picks from Mad Money, ran them thru the grinder (the Excel stock quote plug-in to be exact) and came up with the average performance of all his featured stock picks from that month.

Look below the table for more commentary and the AVERAGE of these…

Show Date Name Ticker Opening price next day Last TOTAL
2/1/2006 Bookham Inc. BKHM $ 8.49 $ 3.14 -54.9%
2/2/2006 LifeCell Corporation LIFC $ 22.88 $ 29.96 46.1%
2/2/2006 Hexcel Corporation HXL $ 23.00 $ 13.94 -33.3%
2/3/2006 Electronic Arts Inc. ERTS $ 54.75 $ 52.97 -0.3%
2/3/2006 Legg Mason, Inc. LM $ 133.00 $ 98.07 -25.7%
2/3/2006 Palm, Inc. PALM $ 19.88 $ 14.96 -21.8%
2/6/2006 Texas Roadhouse, Inc. TXRH $ 16.55 $ 13.10 -15.5%
2/6/2006 ALCAN AL $ 50.71 $ 42.03 -15.6%
2/6/2006 Websense Inc. WBSN $ 32.03 $ 22.66 -30.3%
2/7/2006 optionsXpress Holdings, Inc. OXPS $ 30.69 $ 28.38 -1.3%
2/7/2006 International Game Technology IGT $ 36.66 $ 39.24 9.0%
2/8/2006 EDO Corporation EDO $ 26.65 $ 22.75 -12.0%
2/8/2006 Axsys Technologies, Inc. AXYS $ 17.66 $ 16.93 5.0%
2/8/2006 Vitesse Semiconductor VTSS $ 3.36 $ 0.90 -68.6%
2/8/2006 Starbucks Corporation SBUX $ 35.11 $ 32.99 -5.0%
2/8/2006 Syngenta AG (ADR) SYT $ 27.56 $ 29.23 13.9%
2/9/2006 Pain Therapeutics, Inc. PTIE $ 10.01 $ 7.94 -12.7%
2/9/2006 Public Storage, Inc. PSA $ 74.60 $ 87.93 19.0%
2/9/2006 Essex Corporation KEYW $ 22.18 $ 16.13 -21.3%
2/10/2006 Fresenius Medical Care AG & Co. (ADR) FMS $ 36.96 $ 42.91 16.3%
2/10/2006 DaVita Inc. DVA $ 55.55 $ 57.99 4.9%
2/10/2006 Infrasource Services, Inc. IFS $ 18.19 $ 17.17 1.0%
2/10/2006 CBOT Holdings, Inc. BOT $ 109.90 $ 121.44 14.1%
2/10/2006 Fresenius Medical Care AG & Co. (ADR) FMS $ 36.96 $ 42.91 16.3%
2/10/2006 DaVita Inc. DVA $ 55.55 $ 57.99 4.9%
2/10/2006 Infrasource Services, Inc. IFS $ 18.19 $ 17.17 1.0%
2/10/2006 CBOT Holdings, Inc. BOT $ 109.90 $ 121.44 14.1%
2/13/2006 NIKE, Inc. NKE $ 84.28 $ 82.70 -1.9%
2/13/2006 Adidas ADS.GR $ 42.50 $ 37.29 -11.7%
2/13/2006 Motient Corporation MNCP $ 23.00 $ 12.95 -42.4%
2/14/2006 Caliper Life Sciences Inc. CALP $ 6.78 $ 5.02 -19.6%
2/14/2006 Petroleo Brasileiro S.A. (ADR) PBR $ 85.25 $ 81.84 -2.8%
2/14/2006 Seagate Technology STX $ 26.45 $ 21.56 -17.2%
2/15/2006 Crocs, Inc. CROX $ 29.49 $ 29.95 7.0%
2/15/2006 L-1 Identity Solutions Inc. ID $ 18.46 $ 14.78 -15.0%
2/15/2006 TANDBERG TELEVISION TAT.OL $ 109.75 $ 53.25 -51.6%
2/15/2006 Ceradyne, Inc. CRDN $ 57.49 $ 43.17 -24.0%
2/16/2006 Diageo plc (ADR) DEO $ 61.31 $ 70.42 15.6%
2/16/2006 Tata Motors Limited (ADR) TTM $ 18.30 $ 18.93 5.5%
2/16/2006 Dr. Reddy’s Laboratories Limited (ADR) RDY $ 28.80 $ 15.94 -42.7%
2/16/2006 McDermott International MDR $ 49.50 $ 43.12 -8.5%
2/16/2006 Cytyc Corporation CYTC $ 29.73 $ 23.84 -16.4%
2/17/2006 Newell Rubbermaid Inc. NWL $ 24.76 $ 28.21 15.7%
2/17/2006 DRS Technologies, Inc. DRS $ 52.70 $ 42.29 -18.3%
2/17/2006 The Gap Inc. GPS $ 19.18 $ 17.59 -6.5%
2/17/2006 Urban Outfitters, Inc. URBN $ 27.02 $ 17.03 -36.9%
2/17/2006 Pain Therapeutics, Inc. PTIE $ 11.73 $ 7.94 -27.4%
2/21/2006 BHP Billiton Limited (ADR) BHP $ 37.20 $ 38.10 2.7%
2/21/2006 Freeport-McMoRan Copper & Gold Inc. FCX $ 54.60 $ 53.53 -1.7%
2/21/2006 CAMECO CORPORATION CCJ $ 37.08 $ 38.89 3.7%
2/21/2006 Phelps Dodge Corporation PD $ 74.80 $ 85.33 13.8%
2/21/2006 Southern Copper Corporation PCU $ 82.12 $ 89.32 9.1%
2/21/2006 Rio Tinto plc (ADR) RTP $ 198.68 $ 189.69 -6.9%
2/21/2006 Manitowoc Company, Inc. MTW $ 37.50 $ 44.66 20.4%
2/21/2006 Terex Corporation TEX 39 $ 41.35 6.7%
2/21/2006 Caterpillar Inc. CAT $ 72.59 $ 65.77 -9.4%
2/22/2006 The Cheesecake Factory Incorporated CAKE $ 36.46 $ 26.30 -26.7%
2/22/2006 Panera Bread Company PNRA $ 71.60 $ 56.90 -19.9%
2/22/2006 Darden Restaurants, Inc. DRI $ 42.46 $ 38.97 -7.7%
2/22/2006 Domino’s Pizza, Inc. DPZ $ 26.05 $ 25.36 -2.4%
2/22/2006 Ruth’s Chris Steak House, Inc. RUTH $ 22.51 $ 19.61 -12.1%
2/22/2006 Starbucks Corporation SBUX $ 36.01 $ 32.99 -8.4%
2/22/2006 Chipotle Mexican Grill, Inc. CMG $ 45.10 $ 51.39 17.1%
2/22/2006 Luby’s, Inc. LUB $ 15.00 $ 9.55 -35.9%
2/27/2006 Sherwin-Williams Company SHW $ 44.17 $ 54.26 27.4%
2/27/2006 Washington Group International, Inc. WGII $ 59.15 $ 58.45 0.3%
2/27/2006 Foster Wheeler Ltd. FWLT $ 48.67 $ 39.97 -17.4%
2/28/2006 Nuvelo, Inc. NUVO $ 17.56 $ 19.50 13.8%
2/28/2006 Cambridge Antibody Tech. Group plc (ADR) catgy $ 14.84 $ 25.00 81.2%
2/28/2006 Costco Wholesale Corp. COST $ 51.70 $ 49.40 -3.5%
2/28/2006 ViroPharma Incorporated VPHM $ 21.04 $ 12.51 -35.3%

First, this table shows only the FEATURED stocks from the show. I don’t bother to review the performance of the Lightning Round stocks because Leonard the Wonder Monkey does a good enough job of that.

Next, this is not a complete list (V and CEI are missing, for example) and I did not take into account any reversal to BEARISH that Cramer may have had since he recommended the stock (example: VTSS).

Also, I did not reinvest any dividends.

Finally, I’m not an accountant, tax advisor, or even an error-free Excel operator, so there are PROBABLY mistakes in the table. Help me fix them if you find them.

So, with all those caveats out of the way, here’s the bottom line: The average performance of his February Featured Stock thru mid-day Thursday, 14 September is……

-6.2%.

By way of comparison, the IFA 100 Portfolio from 1 March to 31 August is +1.38%

Thu, September 14 2006 » Analysis

One Response

  1. yomomma2000 September 16 2006 @ 8:28 pm

    Hi Paul,
    There is a problem with the way you are tabulating Cramer’s picks. He tells us over and over again not to rush out and buy a stock right after he recommends it, but to “let it come in a little bit.”
    Also, when he says sell, he doesn’t mean dump it right away, but look for an uptick and sell it into that.
    If you listen to the podcast instead of the TV show, you’ll learn his methods.
    Thanks for another great show.

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