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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Done, gone. who wrote (30632)12/21/2005 11:12:11 AM
From: inaflash  Respond to of 60323
 
I find Cramer entertaining, but don't really believe most of what he says. Listen to what he has to say, and sometimes, he's on the mark, other times, way off. I don't recall where I got this link (it may have been here a while back), but here it is again: booyahboyaudit.com. They're tracking Mad Money recommendations:

Jim Cramer's "Mad Money"
Buy Recommendations
PERFORMANCE SCOREBOARD
7/28/05 to 12/20/05
TOTAL REC: 449 WINNERS: 273 LOSERS: 172 UNCH: 4
Total Portfolio Performance: +4.63%
DOW +0.93% S&P 500 +1.28% NASDAQ +1.09%

He's doing better than the market, but comparing to a small cap index or fund is probably more appropriate, and there the difference is likely to be less.

I'm tracking his "Fast and Furious" group of 10 stocks he recommended about a year ago (I think in early January, AAPL, EBAY, GOOG, QCOM, RIMM, SBUX, SIRI, WFMI, XMSR, YHOO). He manages to pick 3 big winners AAPL (+114%), GOOG (+131%), WFMI (+64%), but overall, the group (evenly weighted) is only up about 25%, being weigh down by underperforming and losing picks. Decent overall performance, but not spectacular, and he wasn't the only one recommending GOOG and AAPL.

I do like the concept of picking 10 potential high flyers and seeing how they do. SNDK is definitely one of them for me.

On his Stocks Ranked Best to Worst Performance Since 7/28/05, you'll find Sandisk at number 20:
20 SNDK (SANDISK CP) 45.21 58.59 +29.60 Sep/26/05

I believe it's on his sell list right now. It's not one of his few favorite long term holds, and from what I gather, he's a fairly short term trader. A nearly 30% gain in 3 months isn't too bad, and you know what they say about a bird in the hand...then again, I hear Eli is quite adept at catching birds...