Jim Cramer Talks About My stock pick for oct. AVAV On Mad Money CNBC !

Most defense and aerospace stocks are nervous about an Obama victory, which according to the polls, may be on the cards. However, AeroVironment may not only survive, but is likely to thrive in an Obama Administration, in spite of potential cutbacks in military spending. AVAV makes small, unmanned airplanes called UAVs which are cheaper than regular planes. The stock has already risen 40% since its IPO in January 2007 and is competing well with larger companies such as Lockheed Martin and Northrop Grumman. As the only supplier of UAVs to the Ministry of Defense, AVAV may see its stock price fly if Obama is elected.

Mad Money, Jim Cramer on $700b Bailout / Invest in America ?

Unprecedented capacity to produce
+Declining Profit rates
+increased investment in the stock market (paper money)
+expanding credit balloon
+this is the natural progression of Capitalism
= priceless

Jim Cramer Talks About Goldman Sachs and Morgan Stanley

TheStreet.com's Jim Cramer says everyone is worried that Goldman and Morgan will be safer but valued less and make less money.

It's hilarious that suddenly everyone is worried that Goldman Sachs (NYSE: GS) (Cramer's Take) and Morgan Stanley (NYSE: MS) (Cramer's Take) will be safer but will be valued less and make less money. It's almost as if they were to be valued as banks!

Wait a second, who pumps this stuff out? I am sure the stocks will go down simply because stocks go down on good news or bad news right now. But the kind of stuff I see written immediately is so typical of the misdirection of this period: The banks have twice the multiple of Goldman Sachs, for heaven's sake!

Why can't people see what is going on? Is it because things are moving so fast? Don't people see what is happening here? The market is saying that no investment bank can be trusted as a place to keep money because Lehman didn't refund the prime brokerage money that hedge fund managers had there!

That meant if you had prime brokerage money at Goldman Sachs, you needed it out. Goldman doesn't keep that kind of money on hand. No way. And the other firms had no desire to lend to Goldman. Why should they?

Where does it say that a competitor should help another competitor when the competitor might be the next Lehman? Goldman has some inventory that may be marked to high and need more collateral. The agencies might downgrade it, etc.

Think about Morgan Stanley last week. When it was at $11, did anyone think, "Boy, I hope it doesn't lose that premium valuation that it has to U.S. Bank (NYSE: USB) (Cramer's Take)?" Did anyone even notice that Wells Fargo (NYSE: WFC) (Cramer's Take) trades at 17 times earnings?

People also have forgotten what these companies do besides prime brokerage: advise on deals (no capital); advise rich people (no capital); IPOs (no capital to speak of); fixed income trading (arguably capital, but nobody's going more than none to one anymore anyway); and stock trading (minimal capital vs. what it has). The business that was killing them is the one that they are the best at: prime brokerage.

So, now, today, you have a commercial bank that sells at about 1.25 times clean book. If the bears are right and it goes down 25%-30% it will be 1 times book, a price you simply can never get for a commercial bank even in bad times.

Yeah, this is real bad for Goldman and Morgan. They would have ceased to exist or never get a multiple again. Now they get to stay alive and have a multiple like banks with bad mortgages and credit card debt!

What a world.

Xm & Sirius Merger News !!! ( Is it going to happen ?? )

Sirius Satellite Radio (SIRI - Cramer's Take - Stockpickr) and XM Satellite Radio (XMSR - Cramer's Take - Stockpickr) have earned tentative clearance from the Federal Communications Commission to merge, according to reports.

The Wall Street Journal, quoting sources close to the negotiations, said Wednesday that FCC commissioner Deborah Taylor Tate will break the FCC stalemate by siding with Chairman Kevin Martin and his list of stipulations for the satellite radio providers.

Shares of XM, which posted second-quarter earnings Tuesday, surged 9% to $9.92. Sirius was lately up 4.4% to $2.48.

In addition to Martin's laundry list of concessions -- which includes a-la-carte pricing and a three-year cap on price increases -- Tate will approve the XM-Sirius deal in exchange for a consent decree that resolves several enforcement issues involving the satellite radio companies and a combined fine of about $20 million for the transfer of licenses, according to the report.

Martin has also sought an open standard for the manufacturing of radio receivers, spectrum set aside for additional public interest channels, and that service be extended to Puerto Rico, where neither company currently offers service.

An FCC source confirmed to TheStreet.com that commissioner Robert McDowell will also back Martin's list of requirements. Representatives for XM and Sirius decline to comment on the report.

"There was some controversy with Tate at the end and whether she wanted to make the process more complicated," says RBC Capital analyst David Bank. "The real question becomes at what point is it all in the stock. Now, the story becomes long-term execution and whether or not they can be successful. The stock is now trading up into the acquisition and it will now depend on the guidance the joined company."

Earlier Wednesday, FCC commissioner Jonathan Adelstein withdrew his conditional approval and joined commissioner Michael Copps in opposing the deal. Last week, Adelstein said he would approve a deal based on a list of concessions. He proposed that price caps should extend to six years after the deal is completed, doubling what FCC Chairman Kevin Martin is seeking from the two satellite companies.

Adelstein also wanted to have 25% of the joined company's spectrum set aside for public interest channels.

the street.com

Buy your shares now , before the 3 a share price !

The American Dream By Jim Cramer

Watch tonight ! on NBC ! He talks about stocks and Nascar racing !But that's not why Jim Cramer is riding shotgun in his first NBC special this Sunday from a NASCAR raceway, where the CNBC "Mad Money" hit show, is making pit stops along a slow economy.

Stock cars, stock picks , Great for investors and race car junkies !

Sirius Pop For Sirius ??

Sirius Pop For Sirius ??
Cramer Says So !!

Jim Cramer , The fed Knows Nothing !

I had to post this on my blog , It has almost been a year since Cramers Blow up On Cnbc !!


Enjoy !!!

June Stock Pick ( BZP ) 2008

BZP stock price 26.10 a share , Target price is 35.00 by summer end . Jim Cramer! (Mad Money) has hit a grand slam with his "wildcatting" series, and he deserves serious credit for highlighting this sector, and this company. Jim has zenned the single biggest story in the economy going forward, and I believe these small, exploration companies may actually be poised to run for a generation.Play on "Soaring OIL." Good Spec. Play although it's a bit more risky being in Peru with the ever possible government involvement. with a devastating economy crisis, this stock is surely to outperform SP500 very soon.has estimates of producing 11000 barrels of oil a day by this time 2009 and has 48000 acres of untapped land in Peru.The need for alternate energy sources is top priority for most Americans right now. Looks like a good time to invest in exploration.