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Strategies & Market Trends : Can you beat 50% per month? -- Ignore unavailable to you. Want to Upgrade?

To: Smiling Bob who wrote (8221)	4/27/2005 1:51:07 PM
From: rrufff	Respond to of 19256

LOL - one thing about that guy, he generates a lot of love and hate. I wonder what his blood pressure reading is. <ggg>

To: Smiling Bob who wrote (8221)	4/27/2005 1:59:49 PM
From: Smiling Bob	Respond to of 19256

Aren't we the lucky ones. Cramer offering his wonderfully prophetic insight as a bonus, because we were all such good little boys and girls Editor's note: This is a bonus story from James Cramer, whose commentary usually appears only on RealMoney. We're offering it today to TheStreet.com readers. To read Jim's commentary every day, please click here for information about a free trial to RealMoney. Speaking of looking through the valley of the shadow of earnings, have you noticed that Sirius Satellite (SIRI:Nasdaq - commentary - research) seems to go down every day? I think that's because it is dawning on people that between now and when Howard Stern starts next year, you just have nothing but increasing red ink, and nobody's willing to swim in that red ink for the three quarters before Stern starts. It's an especially dicey time for Sirius, which reports April 28, because the stock's hanging by a thread from the institutionally important $5 number. Institutions don't like to own stocks that sell for less than $5, in part because they are considered too junky -- see the myriad pieces I have written about Lucent (LU:NYSE - commentary - research) and the need for a reverse split. Worse, individuals can't margin stocks that go below $5, and lots of people who own this stock are speculators who will have to put up capital if the stock doesn't hang in there. There's no doubt in my mind that Sirius has real value. There's also no doubt in my mind that Sirius, even below $5, doesn't represent value for the vast majority of institutions looking at it. Bottom line: I think the world of Sirius chief Mel Karmazin. I like the company very much. But I think the losses are going to increase before they decrease, which will make it so XM Satellite (XMSR:Nasdaq - commentary - research) will have a better story going forward. Random musings: Unforgiving cyclicals: Rockwell (ROK:NYSE - commentary - research), which really wasn't all that horrible but now has given up the whole year's gains. ... You have to like VF (VFC:NYSE - commentary - research) off this terrific quarter; it represents one of the best names out there.