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View Full Version : Cramer does 180 on JDSU competitor & says BUY Bookham.


Damon
02-01-2006, 08:28 PM
Funny how Jim gave Bookham Inc. (BKHM) the bears only a week ago on Mad Money while telling everyone to go out and buy JDSU. Both companies make optical components for fiber optic systems.

Jim had reccomended JDSU a couple of times in January and I have a few bucks to spend, so I had toyed with buying it early last month. However, wanting to avoid the pullback after the Cramer pump on JDSU, I also looked at similar companies as well.

One company that I gave special attention to was BKHM, since I had owned it in the past. I rode it down for a 15% loss in 2004. It had been on my watch list since I sold it, and I watched from the sidelines when it popped in late March 2005 and began its ascent from a low of around $1.60. It looked as though the company was getting its house in order and may be a good buy at this point.

When Cramer again pumped JDSU on Mad Money on 01/20/06, I had a few bucks to spare, had done some "homework", and I figured I'd buy some JDSU. I also decided to buy an equal share of BKHM against Cramer's advice (he gave BKHM the bears on the Jan 20 show). I picked up some JDSU on the 21st @ 2.95 and some BKHM @ 6.00. At today's close, I'm up 6.4% on JDSU and over 15% on the stock that Cramer gave the stinkeye - BKHM. Add to that another 23% pop after a Cramer reversal and a BULLISH call for BKHM on tonight's show.

I'm doing a happy dance right now. I'd like to buy Jim a beer. :D :D :D

http://www.thestreet.com/_yahoo/funds/madmoneywrap/10265904.html

InvestingMoron
02-01-2006, 08:49 PM
Hot damn man, seems like you're doing alright over there! Congrats.

How bout a beer for this fella? hehe

Damon
02-01-2006, 08:55 PM
Holy chit! Maybe better than alright. PRGX (which I'm still sitting on quite a bit of) also up 30% after hours. I wonder what'll happen tomorrow. 8)

mlegha1
02-01-2006, 10:14 PM
How far do you plan on riding PRGX?

Kevin Wong
02-01-2006, 10:52 PM
Dag-nabbit!! I was sitting on the fence today about PRGX. I was staring at the chart and thought I should wait for a little movement before buying. Well, after-hours sure moved it a lot. I'm happy for you Damon, I made a pretty nice chuck with PRGX in the past. I'm not sure if you're still in IES, but I'd sure like to see that one move.

Damon
02-02-2006, 01:11 AM
I was soooo close to doubling down under .50 today it's not even funny. I typed in the order, previewed it, but just couldn't click confirm. Oh well.

It went from .48 to .63 in after hours. I guess my exit will depend on what it does tomorrow during market hours.

xboilermaker
02-02-2006, 08:55 AM
I noticed the Cramer nix when someone called about bookham 10% lower. The Ice Man mentioned BKHM yesterday, but I remembered Cramers thumbs down and was sceptical. I think I shall start checking icecoldstocks.net daily now, for I owe big time for GNTA, and he also was pushing SIOR yesterday before the double +.