Cramer: "We're Doing Better Than We Were on Friday"
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falar em ursos e agir como touro!?
Enão é que o tipo contribuiu com a sua algazarra para "assustar" a FED!
Boa sorte
Boa sorte
As palavras levam à exaltação, os números à meditação.
- Mensagens: 82
- Registado: 29/11/2007 3:19
- Localização: 24
Cramer: "We're Doing Better Than We Were on Friday"
"We're Doing Better Than We Were on Friday"
By Jim Cramer
RealMoney.com Columnist
1/22/2008 10:55 AM EST
" "Better than Friday" means you can buy the stuff that did well last week, and I said that things are well because you can begin to build a case that six months from now things will be better.
I am no pollyana. I think we are in a bear market. It is very hard to look through a bear market. The valuations for the safety stocks are high. But the valuations for the financials if you think that the Fed is going to cut to under 3% are pretty interesting if you can take the Gang of Four off the table.
You have to recognize that with rates coming much lower, you are going to be able to refinance if you are in a jam. The fed funds rate will determine it. If you are at Bank of America (BAC - commentary - Cramer's Take - Rating) and you know you can refinance the troubled loans at 2.5%, you are going to have a good moment here.
If you think that the Fed is done, that would still be the kiss of death.
I think that things simply aren't as bad as they were Friday.
Maybe that's the real takeaway.
Dividend yields above 4.5% that can be paid or raised are winners. Financials where downside can be contained are buys.
Because we are not going to be in as bad shape if the Fed takes us down more, and I think that it will. "
(in www.realmoney.com)
By Jim Cramer
RealMoney.com Columnist
1/22/2008 10:55 AM EST
" "Better than Friday" means you can buy the stuff that did well last week, and I said that things are well because you can begin to build a case that six months from now things will be better.
I am no pollyana. I think we are in a bear market. It is very hard to look through a bear market. The valuations for the safety stocks are high. But the valuations for the financials if you think that the Fed is going to cut to under 3% are pretty interesting if you can take the Gang of Four off the table.
You have to recognize that with rates coming much lower, you are going to be able to refinance if you are in a jam. The fed funds rate will determine it. If you are at Bank of America (BAC - commentary - Cramer's Take - Rating) and you know you can refinance the troubled loans at 2.5%, you are going to have a good moment here.
If you think that the Fed is done, that would still be the kiss of death.
I think that things simply aren't as bad as they were Friday.
Maybe that's the real takeaway.
Dividend yields above 4.5% that can be paid or raised are winners. Financials where downside can be contained are buys.
Because we are not going to be in as bad shape if the Fed takes us down more, and I think that it will. "
(in www.realmoney.com)
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