24/7 Wall St. will look at the Twitter posts at Reuters Biz, WSJ, Financial Times, CNN Money, MarketWatch, CNBC, and 24/7 Wall St. each day to see which stocks are most frequently mentioned. It is clear that in this area of social media these tweet are a sign of which companies the Twitter universe is interested in. These financial sites are followed by a combined 625,000 Twitter users which makes them a sizeable sample of Wall St.’s interests. In some cases, we will publish the actual tweets from the sites.

Among the most tweeted stocks on StockTwits are Tesla Motors Inc. (NASDAQ: TSLA), BP plc (NYSE: BP), Dendreon Corp (NASDAQ: DNDN), Netflix, Inc (NASDAQ: NFLX), and Amazon.com Inc (NASDAQ: AMZN).WSJ: Toyota says 270,000 vehicles globally, including luxury Lexus sedans, have faulty engines.http://wsj.com

WSJ: Microsoft kills Kin mobile phone less than two months after launch.http://wsj.com

FT: BP seeks to raise more funds http://bit.ly/aUyZWK

MarketWatch: Microsoft scrapping its Kin mobile phones after less than two months of sales http://on.mktw.net/biwUs8

Reuters Biz: Chinese economy cools as tightening biteshttp://link.reuters.com/sys25m

Reuters Biz: Microsoft pulls plug on Kin phones http://link.reuters.com/xym25

Yahoo! Finance: Toyota says 270,000 vehicles have faulty engines worldwide; reports say autos to be recalled http://yhoo.it/dA5mZz

Yahoo! Finance: 1.3 million unemployed won’t get benefits restored after Senate fails to overcome filibuster http://yhoo.it/au1h6a

Douglas A. McIntyre

Twitter has, by most estimates, 75 million visitors a month, which makes it one of the largest social networks in the world. All major media companies are on Twitter and some have more than one million Twitter users.

24/7 Wall St. will look at the Twitter posts at Reuters Biz, WSJ, Financial Times, CNN Money, MarketWatch, CNBC, and 24/7 Wall St. each day to see which stocks are most frequently mentioned. It is clear that in this area of social media these tweet are a sign of which companies the Twitter universe is interested in. These financial sites are followed by a combined 625,000 Twitter users which makes them a sizeable sample of Wall St.’s interests. In some cases, we will publish the actual tweets from the sites.

Among the daily top trending  symbols on stock twitter aggregator StockTwits are RIM (RIMM), Apple (AAPL), Goldman Sachs (GS), Verizon (VZ), and Amazon (AMZN).

CNBC: Investors Bullish on iPhone for Verizon -> http://bit.ly/brUyvM #tech #iphone #verizon

CNN Money: J.P. Morgan: Bulls vs. bears http://bit.ly/bK91p7

FT: Primerica spin-off set to bolster Citigroup: Citigroup will close a chapter in its troubled history with the spin-… http://bit.ly/awYjU6

FT: Google blames China for blocked searches: Google shifted the blame for wide-spread unavailability of its search se… http://bit.ly/ccKDbJ

MarketWatch: ADP private-sector employment shows drop of 23,000 for March, weaker than projected http://on.mktw.net/dbC39g

Douglas A. McIntyre

Twitter has, by most estimates, 75 million visitors a month, which makes it one of the largest social networds in the world. All major media companies have a presence on Twitter and some are followed by over one million Twitter users.

24/7 Wall St. will look at the Twitter posts at Reuters Biz, WSJ, Financial Times, CNN Money, MarketWatch, CNBC, and 24/7 Wall St. each day to see which stocks are most frequently mentioned. It is clear that in this area of social media these tweet are a sign of which companies the Twitter universe is interested in. These financial sites are followed by a combined 625,000 Twitter users which makes them a sizeable sample of Wall St.’s interests. In some cases, we will publish the actual tweets from the sites.

Each tweet has the source and the tweet itself.

A great deal of the focus on financial media Twitter pages was on Apple’s (AAPL) iPad and the death of board member Jerome York. Google’s (GOOG) China problems were also mentioned frequently. Earnings from Palm (PALM) and GameStop (GME) were prominent in discussions of corporate financial results

24/7: AppleInvestor Tech Today: Apple Scrambles to Secure iPad Deals, Review Site Yelp Sued by Local Businesses: Apple is still workin… http://bit.ly/clEXQe

CNBC: BuffettWatch Blog: Warren Buffett (With Tats and Bandana) Reveals His Inner Axl Rose http://bit.ly/9aQiuv $BRK $BRK.A $BRK.B #WarrenBuffett

Reuters Biz: Arrow shares halted; Shell/PetroChina to sweeten bid? http://link.reuters.com/raq44j

Reuters Biz: Samsung, LG see growth, but know rivals are catching http://link.reuters.com/tym44j

Reuters Biz: Google may announce China plans next Monday: report http://link.reuters.com/zaj44j

WSJ: Apple has sold hundreds of thousands of iPads as the company races to secure media deals http://on.wsj.com/9Zh2Nq

CNNMoney: Greenspan offers a mixed mea culpa http://bit.ly/aI1zjb

MarketWatch: Palm cuts losses despite disappointing sales http://bit.ly/a0NYnG

FT: YouTube ‘knew of copyright violations’: YouTube executives were aware early on in the video sharing website’s hist… http://bit.ly/bMcTlc

MarketWatch: GameStop net tumbles, but investors hopeful on outlook http://bit.ly/de4pXE

Douglas A. McIntyre

He wants to get wind and solar started on the renewable side.  The windpart is easy and can be developed.  The only fuel to replace foreignoil is natural gas.  He also wants to open the outer continentalshelf for drilling.  As far as drilling in ANWAR and off Florida, he’s for it butsaid you have to consider the issue as we import 12 million barrels ofoil per day.  He also said you cannot drive this problem away bydrilling alone. 

Pickens said 30% of America’s fuel is for movinggoods in trucks.  He wants the Feds to say all new trucks will benatural gas and wants incentives for the truckers to switch.  Hebelieves the natural gas infrastructure can go into place rapidlyas the existing trucks get retired.  He also noted we only have 142,000 cars running natural gas out of the 8 million in the world.  Pickens’ Clean Energy Fuels Corp. (NASDAQ: CLNE) is the directbeneficiary if that plan takes off in natural gas, and as oil is downtoday its stock is down more than 6% at $18.15 right before the close. 

Unfortunately, Pickens stating his opinion that oil would not fall too far was the only thing remotely new in today’s comments.

Jon C. Ogg
September 9, 2008

With a 50/50 rate cut Cramer thinks it is time for brokers and time for Goldman Sachs with $6.13 versus $4.35 estimates.  They even were short mortgages and made money.  Cramer still thinks this is worth $300.00 this time next year and is the best one to own.

As far as Goldman Sachs here are some other pertinent tid-bits to contemplate:
They were a TOP PICK FOR 2007 by Cramer
Even with an "Alpha Fund" hit in the news, they won
The bets were on them ahead of the report
The stocks acted weird, but the report was better than Bear Stearns (NYSE:BSC)
Who else can call $135/barrel in oil and get away with it in a "Super-Spike" possibility?

Jon C. Ogg
September 20, 2007

Cramer doesn’t think a rate cut is going to bail out the homebuilders entirely, but he still wouldn’t short them now.  He likes the banks, but the theory and the moral hazard is great for many many stock.  If you want a review of Cramer’s fairly recent stock pick lists that he is still positive on many of the stocks, here are some of the stock lists and brief explanations:

Here is his list of TOP 9 PICKS FOR 2007
Here is his "New Four Horsemen of Tech"
Here is his Mortgage Madness Portfolio
Here are his Top China Picks
Here are Warren Buffet Stock Reviews in 10 stocks and then 10 more
Here are his numerous picks from the fantasy football stocks…Running Backs… Tight Ends… Quarterbacks…. Defensive Linemen…

Cramer also gave several other stock picks in his second segment on MAD MONEY.  But he gave his key telecom pick being AT&T (NYSE:T) because of its higher dividend and growth ahead.  He thinks it is savvy and will grow cautiously and it trades at 12-times earnings with an upswing coming.  Being the sole iPhone distributor is only helping and he thinks wireless data revenue is going to be massive.  Cramer also interviewed the CFO, Richard "Rick" Lindner, who said wireless is hitting on all cylinders with margins actually growing.  The CFO also said video is now over 100,000 customers and they have over 1 million satellite.

Other picks that Cramer noted earlier today were Downey Financial Corp. (NYSE:DSL) and FirstFed Financial (NYSE:FED).

Jon C. Ogg
September 19, 2007

• Cisco Systems (NASDAQ:CSCO) is going to keep delivering and he has broken out of his past quiet-man role.
• Google (NASDAQ:GOOG) is just getting better and better after being held back a year, and it grew 9% year over year by comScore data. This is one of Cramer’s "New Four Horsemen of Tech" and he thinks it goes higher.
• Freeport McMoran (NYSE:FCX) is growing from everywhere outside the U.S. that has a lock on the copper market.
• Amazon.com (NASDAQ:AMZN) is another pick from his "New Four Horsemen of Tech" that just hit a new year high today.

Here are his Tight End picks from last night that have upside with dividend stocks.  Yesterday he also gave his "wide receiver picks" that are the aggressive big scoring stocks.  Monday night he gave his picks that were not defensive, but still the leaders as the quarterback.  But before that he gave his solid Defensive linemen picks that are defensive stock picks

Jon C. Ogg
September 12, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he produces the 24/7 Wall St. Special Situation Investing Newsletter and he does not own securities in the companies he covers.

• Research-in-Motion (NASDAQ:RIMM), one of the ‘New Four Horsemen of Tech’ with subscribers rising rapidly and hardware sales going gangbusters.
• Apple (NASDAQ:AAPL), also one of CRAMER’S TOP PICKS FOR 2007.  iPhones and Macs are selling unbelievable well.
• Intuitive Surgical (NASDAQ:ISRG) is his pick in Medical Tech for the DaVinci robot.
• VMware (NYSE:VMW) as the rookie of the year after an explosive IPO and leader in Virtualization.

Last night he gave his picks that were not defensive, but still the leaders as the quarterback.  But before that he gave his solid Defensive linemen picks that are defensive stock picks, and four of those were in our own LIST OF 17 DEFENSIVE STOCKS that we modified last Friday morning.  Sixteen of those seventeen stocks closed up today.

Jon C. Ogg
September 11, 2007

Jon Ogg produces the 24/7 Wall St. SPECIAL SITUATION INVESTING NEWSLETTER; he does not own securities in the companies he covers.

MOMENTUM WAY: As a momentum investor you go after stocks hitting newhighs right after a big sell-off because those do that for a reason.Cramer said his best stock on yesterday’s list was EMC Corp.(NYSE:EMC), and that is because of the hype and promise of VMware(NYSE:VMW) after its IPO last week.  Cramer said it isn’t behaving likehe expected, but that is because not enough people are looking at ourEMC/VMware IPO Playbook we sent out to subscribers right ahead of the VMware IPO and becausepeople aren’t considering the dilutive effects after EMC starts tosell.  This is why just yesterday I noted a "VMware Conundrum" overthis on our free site.  Cramer said that hedge fund managers took the wrong side, althoughthey would have been on the right side of the EMC trade if they usedour playbook for how to play EMC going into the IPO.

VALUE WAY: The value list is comprised typically of the new lows list when you are looking at companies which weren’t damaged at all.  He was looking for strong stocks that were 20% off highs and dividend of more than 3%.  Air Castle (NYSE:AYR) is down 25% from highs and it has over a 7% yield from aircraft leasing operations.  Cramer thinks that this one was oversold and their dividend probably isn’t at risk since the dividend just went up.  The CEO also bought shares on the open market, although it was only about $63,000.00 worth.  All of its planes are leased out and it has either already renewed or extended its contracts.  You can see what we said about this one ourselves when it sold shares in a secondary to raise more operating cash for expansion early this year to see how this compares to prior prices.

We have our own take on EMC & VMware.  Many analysts and market pundits are talking up this EMC stock because they thought it was going to run more than it did.  They aren’t looking at enough history for the immediate post-IPO trading in these names.  We think EMC will ultimately go higher and that this won’t peter out entirely, but we knew that the morning the IPO was coming to market was going to be a top and a great chance for short sellers existed. 

Jon C. Ogg
August 23, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Dow Jones (NYSE:DJ) owns Barron’s, and Dow Jones is about to become part of Rupert Murdoch’s giant News Corp. (NYSE:NWS).  It just seems hard to think that the article isn’t a bit of "getting in on the in with Rupert," particularly as News Corp is about to launch its own competing business news channel to compete against CNBC.  Here is a link to the whole article at Barron’s Online for your review.

The more stocks someone covers, the more ‘marketesque’ returns they will have and the commissions compared to an index fund may drag it lower.  But in good times and bad, people love to talk about their best stock pick.  Sometimes it will be better and sometimes worse, but it comes down to a basket and the more diverse and broad a basket gets the more it is going to look like the market.  It seems every media focus wants to slam Jim Cramer at some point.  Sometimes I agree with his picks and sometimes not, so creating a "Full Basket of Cramer Picks" and trying to assign a performance to it just seems beyond reality.  Besides that, media get great coverage when they slam another pundit.  He’s loud, highly opinionated, a risk taker, and boisterous.  But no critic seems to get the point of Jim Cramer, even though Barron’s lightly addresses the good side and his track record.  This is about a lifelong process, not about every single individual pick for a week or a month or a year.  He’s trying to get you to think about the process, and yes of course recommendations and opinions come into play. 

The main question the article raises is this: How are viewers supposed to know that they should pay attention only to this subset of stock picks each week and ignore the thousands of others that Cramer makes on his show?  The answer is as simple as the question: If a scenario is one you don’t understand or don’t agree with, then you don’t invest in it.  Better yet, if you are using it for an educational lesson about how to think over a lifetime and how to look at things from sometimes unconventional viewpoints, then you’d only want to try a coat tail riding when you have strong conviction.  Barron’s readers by and large tend to be more sophisticated readers than most other financial shows and publications, so you as a Barron’s reader would probably answer "I would only follow him if it made more than enough sense and I wish I had found this or thought of that." 

The article says that CNBC officials said stocks should be bought a well after the coverage and, that the show is mainly educational, and not just about stock-picking.  The article does take a little bit of both sides and points out that with 7,000 picks in a year it’s hard expect much else.  But doing any direct tracking is like applying unproven and unknown theory to generally accepted fact.  Sometimes a theory will do better and sometimes it won’t, but there are times and ways to show results that support whichever side you want to show.  The article talks about the "Cramer Effect" where shares gap up 2% on average and then tend to go sideways or down for a period.  Oddly enough, the same has been true quite frequently in a "Barron’s Effect" on Mondays and even a "Business Week Effect" on Friday’s.  On April 21, 2007, Barron’s ran a feature with the "BUY YAHOO!, IT’S CHEAP" and we took issue against their article with the thought that it was too soon to make that call; shares closed that Friday at $27.47, briefly traded north of $30.00, and now they sit at $23.54. 

The Barron’s article against Cramer also points out how some of the calculations on his returns were not correct. This is sort of funny because daily Cramer tells you to wait and do your own homework and not to chase his feature picks right after the gap and never in after-hours trading.  So any entry price is theoretical at best, and many positions are ones that investors strong on their own opinions would simply ignore.  When it comes down to certain features, those become worth tracking as they are pretty hard lines in the sand, there are some that tend to get more following:

Cramer’s "TOP NINE PICKS FOR 2007"

Cramer’s "MORTGAGE MADNESS INDEX"

Cramer’s review of Warren Buffett Picks, and a review of 10 more of his picks.

Cramer’s 5 CHINA PICKS, although he makes the point over and over that this is only if you insist because he doesn’t trust investing there.

Cramer’s "New Four Horsemen of Tech"

He even gave a review of DJIA component stocks in 3 batches to come to his year-end target: the first batch of 10; the second batch of 10; and the third batch of 10.

Some will certainly send in emails on both sides of this, because italmost always happens since the Cramer followers and critics are often so polarizing.  None of those emails will be opened or responded to.  I will be the first to admit that no one should follow every pick from anyone.  Not from Cramer.  Not from us.  Not from bulge bracket brokerage analysts.  Not from independent boutiques.  Not from your bar buddy with a tip.  Do only what makes sense.  That doesn’t mean you can’t learn something along the way. 

Personally I know people that have made money both ways off Cramer: where they have made money by going where they wouldn’t have but it seemed right, and others who have shorted his stock picks after a 10% gap-up.  So take it for what it is meant for instead of using his picks as a dart board and then looking for someone to blame if it doesn’t work out.

Jon C. Ogg
August 19, 2007