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Equity curve for Trading System no2.

382% Model portfolio performance for 2005!


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Emerson Electric Co and Rockwell Automation
at 2006-04-04 01:40:35

The future seems to be just around the corner. It used to be that you saw science fiction movies with robots replacing people in the workforce, well it seems that we are moving more and more toward that. In North America last year companies ordered over 18,000 robots worth $1.16 billion which is higher by 23% in unit sales and 17% in dollars over the year before. To make money off of this trend look to Emerson (NYSE: EMR) for animation systems and Rockwell Automation (ROK) for controls. Cramer called them "inexpensive stocks" especially after beating numbers last quarter by a lot.

G-III Apparel Group Ltd NASDAQ GIII
at 2006-04-04 01:40:35

An interview with G-III Apparel Group's (NASDAQ: GIII) chief executive Morris Goldfarb. Earnings have suffered and Goldfarb, along with analysts, thought that they suffered due to warm weather this winter. Currently they are moving to other clothing with a new product line at Wal-Mart Stores Inc (WMT). They have also added Calvin Kline's suit business which will keep them in the market year round.

Lightning Round
at 2006-04-04 01:40:35
Bullish
Quanex Corp (NX), Willbros Group (WG), Fluor Corporation (NYSE: FLR), Coldwater Creek (CWTR), Peabody Energy Corp (BTU), Viisage Technology Inc (VISG), Marvell (MRVL), Broadcom (BRCM), Hansen Natural Corp (HANS), Apache Corporation (APA), Devon Energy Corp (DVN), Anadarko Petroleum Corp ( Stop Trading
at 2006-04-04 01:40:35

Energy stocks were the benefactors of good words from Cramer. Chevron Corp (CVX) most notably, and now they can catch a bigger ExxonMobil (XOM).
A company that Cramer has been pumping for the last week or so was discussed again, H&E Equipment (HEES).
And while predicting a capitalists win, rather than leftists, in upcoming elections in China, Cramer sees Southern Copper Corporation (PCU) as a "winner." Phelps Dodge Corp (PD) has gone higher and this triggers a response in Southern Copper Corporation according to Jim.

Radio Recap
at 2006-04-04 01:40:35
Whether you are a Democrat or a Republican, all politicians are complaining about spending. You have a number of options to make money off of that spending.
Military spending plays: General Dynamics Corp (GD), Northrop Grumman Corp (NOC), Raytheon Company (NYSE:RTN), Boeing Company (NYSE:BA) and L-3 Communications (NYSE:LLL).
Medicare Part D plays on spending not to touch are: Bristol-Myers Squibb Co (BMY), Pfizer Inc (PFE) and Merck Co (MRK). One to buy while it is down is UnitedHea



 

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