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Re: jddividends post# 13485

Sunday, 11/11/2007 1:50:04 PM

Sunday, November 11, 2007 1:50:04 PM

Post# of 48086
O.T.
JD, I still think you are in good shape in MTW, my opinion of course. Manitowoc is a regional play for me. I do recall a recent article and local news segment stating they were in the process of a hire back to satisfy growth due to recent aquired contracts. If I have time, I will see if I can find the article. They certainly, as you have said, are not tied to the housing bust. There has been a slight infrastructure collapse however that I do feel has anchored their shortterm SP, creating a good entry point. I see MTW as a 2-3 year growth play.

The one thing I can thank Cramer for was his suggestion to look into small regional publications. I have found a few local winners that way. As far as his SEARS call, you are right in the sense that there certainly appeared to be an agenda there. I believe, although he states otherwise, that he does throw his hedgy, and CEO friends a bone on many an occasion. I've nick named him, "Jimmy the Greek of the Street". His lock of the year will drive the price/line up short term but rarely do you get to the window to cash in your ticket. My lock of the day today is the Pack -6. Good luck with all of your future gambles including COR.
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