I have internal battles with Cramer.
I've been following him since mid-90's. He was the first blogger/message board poster and really opened my eyes to investing. He was married at the time and would talk about the Trading Goddess. In general, I think he's more good than bad. But I digress.
I have emailed him over the years about WAG, with no response of course.
1. When they lost the battle for Longs
2. When they didn't buy a PBM - Caremark
3. When they bought Boots
In each case he was bashing WAG in a manner that was not consistant with his normal stock buy/hold/sell preachings about growth, dividends, defense, or ability to execute etc.
As an example, he has not cared CVS debt is really high, just loves the company - pay no mind that PBM's have a slight potential to be hurt being the middleman in a few years.
In the most recent Boots case, he's freaked out over the debt, but missing the 120B enterprise size and free cash flow this will generate, on top of being the largest buyer of drugs, perhaps creating a new pricing tier.
Alas, Jim has made me money over the years, but has also cost me some cash by some of his unfounded concerns on others.
"As an example, he has not cared CVS debt is really high, just loves the company"
Wrong He has had a sell rating on CVS many times
The reason he is not worried about CVS's debt rating is because it is rated "stable' by Moody's and S&P rating agencies and they can pay back their debt with their massive cash flow influx