03/02/06
The lead segment for today's show
was "Number One With a Ballot".
Cramer suggests reading the front
page of the New York Times, not just the business section. The
front page of the Times ran a story about how the Feds are suing
New York for not upgrading their voting machines. Cramer thinks
that only Diebold,
Inc. (DBD)
can solve this problem and this problem isn't only a problem for
New York, but many other states. This is long term
investment story.
Grin and Bear It
Build-A-Bear
Workshop, Inc. (BBW)
isn't a store that Jim likes, but based on the numbers, Jim
can't believe the stock is so cheap. Jim thinks in reality that
this store is only trading at 13 times earnings and at 9 times
next year's earnings. Conventional wisdom says this stock is a
fad and Jim thinks it might be, but it's not over yet. So far
they have 200 workshops, but Jim thinks they could hit 400
workshops before hitting saturation. This could be a good
regional to national growth story. Plus, 60% of sales are from
returning customers, which Jim thinks gives BBW some legs.
Under the Radar
Broadwing
Corporation (BWNG)
was a company that lost a lot of money for many investors, but
Jim thinks this company has turned itself around. Jim has hated
this company for years, but this company has finally finished
the world's first all-optical network. Jim thinks this company
is now a huge buy. This stock is now almost debt free and they
should have plenty of cash next year.
MARCHEX
The Marchex
Inc. (MCHX)
CEO was on the show. Marchex helps deliver traffic to online
merchants. Jim gives this company two thumbs way up.
Mad Money
Lightning Round Picks
Bulls
UPL
RFMD
AAPL
ACAD
TTM
PTIE
JDSU
RF
TLM
AMD
BOT
NBR
AMT
ERTS
MRVL
Bears
SIRI
ELN
XRX
NXG
PETC
NTRI
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