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Equity curve for Trading System no2.

382% Model portfolio performance for 2005!


 
Radio Recap
at 2006-04-04 01:40:35


With the release of the sequel to the Ice Age a possible winner, Cramer thinks this will be a blockbuster for Avid Technology (AVID). Avid Technology makes equipment for filming computer generated movies. A competitor Silicon Graphics Inc (SGID) has dropped out now that 3-D animation is the standard, and nobody specializes in 3-D like Avid Technology.
Akamai Technologies Inc (AKAM) has enabled you to watch live sports on your computer. March Madness has given them the largest download month ever and Cramer only sees the company continuing to succeed. Akamai Technologies Inc is at its 52-week high and investors need to watch for a pull back.
Microsoft (MSFT) has encountered many troubles lately and the most recent is an attack on their Internet browser, this lead Cramer to talk about Symantec Corp (SYMC). This is one of the cheapest Internet security technology businesses out there.
Cramer discussed a number of topics from futures to commodities and this led him to buying BHP Billiton (BHP) for his charitable trust. Be weary of Titanium Metals (TIE) as it may be topped out after shooting up 51% year to date and 432% since last year.
The levee systems repair costs have tripled and for Shaw Group Inc (SGR) and H&E Equipment (HEES) that means much more business.
Bank of America Corp (BAC) and Manulife Financial Corp (MFC) were both referred to as "good stocks" by Cramer. A bank Cramer owns for his trust he claimed had better service and that bank is Commerce Bankcorp (CBH). Cramer thinks Manulife Financial Corp should be grouped with Prudential Financial (PRU) and MetLife Inc (MET) among the top tier insurers.
In January Cramer talked about Votorantim (VCP) and a caller is up $4 on the stock and wondered if he should get out. Seeing as the stock is only a $12 stock this would be hoggish to not take some money off of the table.
A last company that Cramer owns was discussed in ABB Ltd (ABB). He sees the stock moving from $12 to $15. He closed with a little talk on why he discloses the stocks he owns for ethical reasons and so the listener knows which stocks he believes in enough to buy himself.

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