July 3rd - Security Stocks (Repeats)

Comments/Discussion Here!

Another repeat/mix and match show tonight that highlighted Security/Defense plays. It looks like Cramer did a quick intro to the show that wasn't old that clearly stated that these stocks aren't really in "bull mode" right now but when they are, these are the stocks worth getting. With there being a short trading day today and a holiday tomorrow there isn't much to look at tonight. I'm not sure how after hours works when the market closes at 1pm, but I looked at a few stocks and it looks like they traded past 1pm (SIRI and MSFT for example). Probably just NASDAQ stocks I would assume. I doubt any of these picks tonight will get any action though.

The first pick was GD General Dynamics Corp. Maybe a good call for Lenny Dykstra's sake as this is one of his recent Deep in the money option selections.

Closing Price: $65.20
Trades on NYSE
Sector: Industrial Goods
Short %: 0.52%
Days to Cover: 1.4

Check out what happened last time Cramer picked GD HERE.

The second pick was ALOG Analogic Corp.

Closing Price: $46.36
Trades on NASDAQ
Sector: Technology
Short %: 6.9%
Days to Cover: 5.3

The third pick was NICE NICE-Systems Ltd.

Closing Price: $28.08
Trades on NASDAQ
Sector: Technology
Short %: 0.3%
Days to Cover: 0.5

Check out what happened to NICE last time Cramer picked it HERE.

Cramer's fourth pick was OSIS OSI Systems Inc.

Closing Price: $17.87
Trades on NASDAQ
Sector: Technology
Short %: 10.6%
Days to Cover: 9.1

Check out what happened to OSIS last time Cramer picked it HERE

Cramer's fifth pick was VISG VIISAGE TECH INC

Closing Price: $15.95
Trades on NASDAQ
Sector: Technology
Short %: 37.6%
Days to Cover: 22.5

Pretty big short % here, with 25% of the float held by insiders and 32% by institutions means that if this does run up (unlikely from a Cramer spike off this show tonight) that this could see a squeeze. It was up 5% today before the show. Not one to short in my opinion.

Cramer's sixth and seventh picks were EDO EDO Corp. and AXYS Axsys Technologies Inc.

EDO
Closing Price: $24.72
Trades on NYSE
Sector: Industrial Goods
Short %: 15.8%
Days to Cover: 9.9

AXYS
Closing Price: $15.15
Trades on NASDAQ
Sector: Technology
Short %: 1.4%
Days to Cover: 4.3


So, no after hours action and no market tomorrow so hard to imagine much come Wednesday morning. I would hope that the longer people have to to actually research Cramer's picks they may not be in that much of a hurry to buy. A few cheaper picks in this group of 7 so I would look to see if they get any early volume and spike on Wednesday, but hard to say much now with no after hours information.

And it looks like a Cramer marathon tomorrow starting at 3pm. With the market closed and most likely more repeats I probably won't be commenting on it.