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Pastimes : James Cramer Skeptic Thread -- Ignore unavailable to you. Want to Upgrade?

To: purecntry5 who wrote (177)	6/19/1998 12:11:00 PM
From: James J. Cramer	Read Replies (1) \| Respond to of 1254

Agreed! jjc

To: purecntry5 who wrote (177)	6/19/1998 3:14:00 PM
From: taxikid	Respond to of 1254

<OT> I am going to ft lauderdale this weekend. I am hitting florida. from key west to jacksonville.. in 8 days. I have 15 tentative meetings and i will probably hit 50 impromptu..(on the fly) drop me a mail from the site. i will put the eggs behind us and gladly meet you for a beer. I suppose that i will be obliged to buy.... (one anyway) taxi

To: purecntry5 who wrote (177)	6/19/1998 5:47:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 1254

>Dont scare JC away, he has some good stuff to say.Good Luck< Mr. Cramer frequently provides interesting points of view from some one who rightly or wrongly plays the game with a bit more dough than the average investor. If you ignore his "know it all" attitude; IMO he, as many other people playing this game, provides some useful perspectives. IMO, the fact that he apparently has done very well being long in a raging - momentum driven stock market does not tell much. This environment won't last forever. A hypothesis which is difficult to verify is that his frequent trading [with some of his portfolio] and naive trading rules probably hurt more than help his performance. His logic on his latest piece on why the Buffet's recent play gives bulls a green light is a good example of faulty logic: A small sample that I hope won't get me into copyright trouble (otherwise, Mr. Cramer please say so and I won't do it again) and the link: thestreet.com If all stocks are expensive, how could Warren Buffett pay this kind of premium for General Re (GRN:NYSE)? If bonds are expensive, how could Buffett buy a huge bond owner? If insurance stocks are deflationary plays, how can Buffett buy GenRe unless he believes in the long-term deflationary scenario? I am sure there is a way to paint this one as negative for the market that I haven't thought of, but I regarded it as a massive positive stunner -- the type of news that caused me to scramble to see if I could get more exposure out of stocks by exercising calls that I might have left to go out worthless. On the other hand his piece on stocks that can only go up (I am short AMZN ouch!) provides an interesting perspective: fnews.yahoo.com Pancho