Kiplinger’s The Many Faces of Jim Cramer
I don’t think the October issue of Kiplingers Personal Finance magazine is quite out yet, but here is an early look at their article on The Many Faces of Jim Cramer
Sat, September 16 2006 » Announcements » Comments Off on Kiplinger’s The Many Faces of Jim Cramer
MMM-039: Benchmark’d
I ENCOURAGE YOU TO Download this show thru iTunes!
but, if you just can’t possibly deal with that then go ahead and
Play show 39, right now
Proudly sponsored by Index Funds Advisors. Check out their OFFICIAL version of the 12 Steps podcast. RSS Feed
I’ve said it before but I have no problem saying it again, THANK YOU! for nominating the Mad Money Machine as the only investing show to be so nominated as Best Business Podcast at PodcastAwards.com!
But being nominated don’t mean a thing if I can’t continue bringing the goods!
Meet me at the Podcast Expo in Ontario CA on 29 and 30 September 2006.
Vote for the music you think should be played on the MMM.
Call me on the Mad Money Machine voicemail line at 206-734-4736.
I went to RFK Statium… AGAIN! 
George Washington’s Fan Chair at Mount Vernon
Apple Computer’s iTV. What will it do that the XBOX 360 doesn’t already do?
My take on Step 6 of the 12 Step Program for Active Investors: Under New Management
Our Guru has his portfolio… Benchmarked and comes up wanting.
David says not to promote Battlestar Galactica. You say it needs fixed. What’s broken?
Also, several people have written to say the Action Alerts Plus Google Alerts trick is broken. Awwwww.
Pigiron won the book! (How’s the gold doing?) Gimme your address and the book will be on its way to you.
More detail about the Petersburg Payout. It is actually called the Petersburg Paradox. Read more about it in Peter Bernstein’s book, Against the Gods, written in 1996… BEFORE the .COM craze!
This week’s Tool in the Crib is the most fantastic thing I have never seen.
A thought experiment: Why is it impossible for Jim Cramer’s stock picks to be the best performers?
I talk about the performance of Jim’s Mad Money featured stocks from February.
BOOK GIVEAWAY! I’m giving away yet another copy of Index Funds: The 12-Step Program for Active Investors. Make sure you are registered then simply add a comment to this show that answers this question:
Tell me a blog you read regularly. (Doesn’t even have to be money-related!)
Visit our sponsor: Index Funds Advisors
Download the show directly MMM-039.mp3
Music from the Podsafe Music Network:
ALTA PLAZA – X-Ray Dogs
We’re The X-Ray Dogs – X-Ray Dogs
Under New Management – theVoyeurs
Take me over Feat: Jodie – Don Taylor
Money – Theory in Motion
Time To Dance – Panic At The Disco
Cheese Grater – Chub Creek Music
Monster Patrol – Van Davis
Thu, September 14 2006 » Podcasts » 17 Comments
MMM one of Kiplinger’s "Must-read BLOGGERS"
I am honored to announce that the October 2006 issue of Kiplinger’s Personal Finance magazine has named Mad Money Machine as one of its ‘Must-read BLOGGERS.’ Author David Landis says, "These pundits skewer the experts and offer great investment insights." A little cross-promotion never hurt anyone, right?
The magazine will also feature a story called "Booyah! The Manic Universe of Jim Cramer," on page 38. So I’m sure all of us Cramericans will want to get a copy. And stay subscribed to the Mad Money Machine podcast for a full rundown. Also mentioned in the article is Leonard the Wonder Monkey, but says to check the Mad Money Machine for a more consistent examination of Cramer’s picks and pans. I believe that MMM is the only blog to also have a podcast, which the article did say was available.
Here’s the list, which I copied from The Kirk Report…
- The Buffett Blog
- Consumerism Commentary
- Controlled Greed
- Cramerwatch.org
- Dear Economist
- Footnoted.org
- Freakonomics
- Fund Alarm
- The Kirk Report
- Mad Money Machine <—– You Are Here!!!
- PFBlogs
- Random Roger’s Big Picture
- Seeking Alpha
- Stockblogs
- 10Q Detective
- Thoughts From The Front Line
Congratulations all bloggers and keep up the great work!
And hey "must-read bloggers"… if you’d like some help setting up a podcast, just drop me an email at (feedback AT MadMoneyMachine.com) and perhaps we can work together and create a "must-listen podcasters" list!
Thu, September 14 2006 » Announcements » 1 Comment
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 » 1 Comment
Google Watch begins: GOOG to 500 says Cramer
Tonight, Jim Cramer said he expects Google (GOOG) to get to $500 “soon” because the money fund managers will start looking at 2007 expected earnings ($12.50/share) instead of 2006 earnings ($10/share) and with a 40 multiple, the stock should get to $500 “soon.” I quoth him thusly, “By October, Google should be a lot more expensive than it is now.” [today’s close: $391.90] “By January 1st, it should be even higher.”
So I am adding to the sidebar a “Google Watch” to see if by 1 Oct we can be higher than $391.90 and a lot higher than that by 1 January 2007.
Also, be looking to see if there is any Cramer Crackle left in his show. I see that the after-hours traders took it up as high as $394.45 this evening while watching Mad Money. Usually it comes back down a few points in the first hour of trading the next day. Will be interesting to watch.
Tue, September 12 2006 » Announcements » 1 Comment
MMM-038: Unreal Money
I ENCOURAGE YOU TO Download this show thru iTunes!
but, if you just can’t possibly deal with that then go ahead and
Play this show, right now
Proudly sponsored by Index Funds Advisors. Check out their OFFICIAL version of the 12 Steps podcast. RSS Feed
A caller to Real Money wondered what is going on with a stock that’s price was going up and down.
Meet me at the Podcast Expo in Ontario CA on 29 and 30 September 2006. I’m very much looking forward to the Hold’em tournament that Rob Walch of Podcast411.com and Gary Leland of PodcastPickle.com are running. Can’t wait to see you guys!
Get turned on to Battlestar Galactica!
My avoidance of crowds continues…
Want me to speak to your group? Just get me there! I’ve got some things to tell you that I CAN’T SAY ON THE SHOW! Here’s more info.
September is the time for pain?
I dig down deep into the Mad Money Machine email back and respond to some listener comments.
Vote for the music you think should be played on the MMM.
My take on Step 5 of the 12 Step Program for Active Investors: Lucky Days
Our Guru tells the tale of two companies… and it hit me over the head with a two by four.
This week’s Tool in the Crib talks about humps, slices, roundabouts, and tails and how they help quantify your risk.
I’M GIVING AWAY ANOTHER COPY OF THIS BOOK…
Write a COMMENT (register here) in the shownotes to answer this question:
Name an investment you own and explain to me why that money is NOT in an index fund.
I check up on Leonard the Wonder Monkey. It looks like a dead heat. The Portfolio Smackdown.
A new analysis of some of Cramer’s picks…Listen for the details!
Get Active!
Next week: The REAL MEANING behind the Petersburg Payout!
Visit our sponsor: Index Funds Advisors
Download the show directly MMM-038.mp3
Music from the Podsafe Music Network:
Lady Luck – Paradise
Lucky Days — Naked Gun
Been There Done That – vividdreams
Thu, September 7 2006 » Podcasts » 9 Comments
New Month, Please Vote!
Let’s see how well we can start off a new month of voting at PodcastAlley…
Would you please VOTE for the Mad Money Machine right here, right now?
Enter your Email and click “Vote”
Thu, August 31 2006 » Announcements » 3 Comments
MMM-037: Petersburg Payout
I ENCOURAGE YOU TO Download this show thru iTunes!
but, if you just can’t possibly deal with that then go ahead and
Play show 37, right now
Proudly sponsored by Index Funds Advisors. Check out their OFFICIAL version of the 12 Steps podcast. RSS Feed
I’ve said it before but I have no problem saying it again, THANK YOU! for nominating the Mad Money Machine as the only investing show to be so nominated as Best Business Podcast at PodcastAwards.com!
But being nominated don’t mean a thing if I can’t continue bringing the goods!
Meet me at the Podcast Expo in Ontario CA on 29 and 30 September 2006.
Vote for the music you think should be played on the MMM.
You can hear the replay of Cramer on Imus here:
http://www.wfan.com/imusinstantreplay
and click on the 18 August show.
It runs 11 minutes, 18 seconds.
Does SPAM work? Apparently so!
Real estate prices drop 50%? Great! Lower Taxes!
The Petersburg Payout game is discussed and the coin is flipped.
My take on Step 4 of the 12 Step Program for Active Investors: Don’t Scream
Our Guru this week thinks my award is worthless.
Stocks I own: MSFT, NEW, PCU, FDG, MA
Lipton Cold Brew Iced Tea, only $1 a gallon! (including the Splenda)
This week’s Tool in the Crib helps you become a Boglehead.
I cashed out the August 30 Petersburg Payout game at Inkling Markets. Did anyone really make any money?
Visit our sponsor: Index Funds Advisors
Download the show directly MMM-037.mp3
Music from the Podsafe Music Network:
Runaway Train – Under Feather
Don’t Scream – Stereo Suite
Money – Theory in Motion
Thu, August 31 2006 » Podcasts » 7 Comments
Vote for your MMM Music
I’ve added a poll, down below right, that asks you to vote for the kind of music you think should be played on the show. Hard rock, Classical, No Music, Mix it Up, Acid Emo Punk, or Something Else (email me). Vote now and make the MMM the way you want it.
Yes, there will be a show on its way to you tomorrow night at 8:00 PM Eastern!
Wed, August 30 2006 » Announcements » Comments Off on Vote for your MMM Music
Like I promised, no show this week!
So my family was visiting in town this week. And I did a talk about my podcast for my neighbor’s company today. And like all the other high-quality podcasts that take a break in August, I wanted to be in good company and skip a week. Hey, this is so much fun, maybe I’ll skip TWO weeks!!! Keep a lookout though, you never know. Enjoy the rest of your summer.
Oh, and I will also say this: If you want me to come and give a talk at your company or event, I’m all set now! I have the PowerPoint slides to go with it and everything. Just get me there and I’m ready to do it. Here’s more details:
Title: so you wanna podcast?
Topics:
What is a podcast?
How I got into in podcasting
Me and Jim Cramer’s Mad Money
My podcast’s success
Apostasy!
The Efficient Frontier
Getting the best sound
How to podcast your passion
I can make the talk as long or as short as you want it (and not just by talking really slow or fast!).
Thu, August 24 2006 » Announcements » Comments Off on Like I promised, no show this week!
How much would you pay to take Paul’s place?
Based upon something called the Petersburg Paradox, I have created a market at Inkling (inklingmarkets.com) called Petersburg’s Payout.
I will flip a coin until it comes up heads. Tails pays nothing. But if it comes up heads the first time, I will pay Paul $2. If it comes up heads the 2nd time, I will pay Paul $4. If it is the 3rd time, Paul gets $8. If it is the 4th time, Paul gets $16 and so on until heads comes up. How much will you be willing to pay Paul to take his place in the Petersburg Payout game?
The payout will be on a PER SHARE basis, so if heads comes upon on the 4th flip, the payout will be $16 per share. (I think… this is my first market and not sure this is going to work.)
There are two days where I will flip the coin: 30 August and 27 September.
I’ll be talking about this on my next show. Not sure if this will work out as something interesting or not, but hey, it doesn’t cost anything so let’s let it float up and see…
Here’s more than you’d ever want to know about the Petersburg Paradox.
Tue, August 22 2006 » Announcements » Comments Off on How much would you pay to take Paul’s place?
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