Think Like Cramer

[NATHAN LLOYD]

Ok. He wasn't there tonight. What is your gameplan for tomorrow?

I was wondering how to play this story.

Army and Marine Corps leaders are expected to testify before Congress Tuesday and outline the growing costs of the war — with estimates that it will cost between $12 billion and $13 billion a year for equipment repairs, upgrades and replacements from now on.

The Marine Corps has said in recent testimony before Congress that it would need nearly $12 billion to replace and repair all the equipment worn out or lost to combat in the past four years. So far, the Marines have received $1.6 billion toward those costs to replace and repair the equipment.

According to the Army, the $17 billion includes:

_$2.1 billion in equipment that must be replaced because of battle losses.

_About $6.5 billion for repairs.

_About $8.4 billion to rebuild or upgrade equipment.

One of the growing costs is the replacement of Humvees, which are wearing out more quickly because of the added armor they are carrying to protect soldiers from roadside bombs.

http://news.yahoo.com/s/ap/20060626/ap_on_go_ca_st_pe/us_war_spending

[NATHAN LLOYD]

Armor Holdings Inc. (AH)

The only maker of Humvees.
http://biz.yahoo.com/bizj/060626/1307126.html?.v=1
Armor lands more Humvee work with Army

Armor Holdings Inc. has received an order for $86.1 million for Humvee components for the U.S. Army Tank-automotive and Armaments Command.

I think AH is the stock for tomorrow home gamers. This stock is headed towards $70!

[Svenwulf]

Can i throw RAE and HSR out there? They both have been picking up some serious interest, i wonder if this testimony is the catalyst? They are both prolly more geared to anti-terrrorism, but rising tides can lift all ships.

[Svenwulf]

Also, i know its classified, but what do they make that humvee armor out of? I know the Abrams has some ceramic/metallic composite deal, but the Humvee has to be different right? Do they just use steel plate to make everything nice and easy? Just thinking up the food chain on AH is all.

[boxcar]

Ever notice Cramer's favorite word is " I " as in "Me, Myself, & I" ?
Means he's just like ALL famous Americans, Shirley McClaine being
the worst- First word out of their mouth is "I, I, I, I, I, I, I, I, I, I"-
What a bunch of IDIOTS, the lot of them, ALL Self-Centered as if
the world revolves about them, and ONLY them- DUMBern S.H.I.T.

Oh, Cramer ain't that dumb- He never ever shows how to read a
stockchart, now does he, and that's the real key to trade success-
Tell me I'm wrong on any of this- oh, no, I just used the "I" word...
O.G.E.R.