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Non-Tech : Cramer Touts -- Ignore unavailable to you. Want to Upgrade?

To: Carl Worth who wrote (171)	8/26/2005 8:39:48 PM
From: ~digs	Read Replies (2) \| Respond to of 843

on Friday Cramer said buy the insurance company MRH. Cramer said it has sold off due to concern about hurricanes. Cramer said some hurricane damage is to be fully expected, and that MRH mgmt has already accounted for such issues in their guidance. stockcharts.com[w,a]waclyiay[pc40!c200!f][vc60][iut!La12,26,9!Ll14]&pref=G Cramer also said buy AVL. He said AVL is to the airlines as WMT is to the consumer. It's the cheapest place to go when an airline is in need of parts, etc... stockcharts.com[w,a]waclyiay[pc40!c200!f][vc60][iut!La12,26,9!Ll14]&pref=G after the segment on AVL... i promptly fell asleep, heh .. it was a good nap. i will not be able to keep tabs on cramer's picks next week.. for those in need, i suggest following this blog.. maddmoney.blogspot.com have a good weekend everybody

To: Carl Worth who wrote (171)	8/27/2005 11:07:40 PM
From: David Bogdanoff	Read Replies (1) \| Respond to of 843

I only see one rational(Cramer's). You don't know how the rumored spinoff would be structured. You can only speculate who would end up with how much of the spun-off Chipotle. Nothing here to buy on. And its only a rumor. That said, I don't see Cramer's rational as being a very compelling buy either. I can offer the rational that MCD would benefit from a weakening dollar since much of its sales are overseas. No less an investor than Warren Buffett has placed big bets against the dollar in the currency market. But the currency play must be balanced against the mad-cow disease scenario, or other food-related vulnerabilities. Bogtalk