Jim Cramer's Mad Money Review

This site is dedicated towards tracking Jim Cramer's stock picks on his TV show Mad Money. Read about and discuss Jim Cramer's ability to move markets. Be ahead of the stock market. Get the news before its news.

Monday, September 17, 2007

Hot Stocks to Watch Tomorrow

Here are 7 stocks for traders for Tuesday from TradingMarkets.com:
Adobe Systems (NasdaqGS:ADBE - News) beat earnings on Tuesday afternoon, announcing $0.45 EPS over an expected $0.41 EPS. ADBE's PowerRating (for Traders) is 6.
The European Union announced it had denied Microsoft's (NasdaqGS:MSFT - News) appeal to a negative anti-trust suit, forcing MSFT to pay a $497 million euro fine. MSFT's PowerRating (for Traders) is 4.
AutoZone (NYSE:AZO - News) reports earnings on Tuesday morning, with analysts looking for $3.25 EPS. AZO's PowerRating (for Traders) is 4.
Best Buy (NYSE:BBY - News) should announce $0.44 EPS when the company reports earnings on Tuesday before the bell. BBY's PowerRating (for Traders) is 4.
Kroger (NYSE:KR - News) is looking to report $0.34 EPS on Tuesday morning. KR's PowerRating (for Traders) is 5.
Analysts are watching for Lehman Brothers (NYSE:LEH - News) to announce $1.52 EPS Tuesday before the market opens. LEH's PowerRating (for Traders) is 3.
Watch for Darden Restaurants (NYSE:DRI - News) to report $0.70 EPS on Tuesday morning. DRI's PowerRating (for Traders) is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: , , , , , , ,

Monday, January 29, 2007

Barron's Analyst Roundtable

Summary: Part III of Barron's annual Analyst Roundtable highlights the picks of the following five analysts:
Meryl Witmer (Eagle Capital): Cash flow is key and opportunity is everywhere."(1) Navistar International Corp. (NYSE: NAV - News) -- investors are focused on its Class 8 truck business, adversely affected by new environmental regulations, so it's undervalued, but its other businesses are solid. (2) Kaiser Aluminum Corp. (NasdaqGM: KALU) -- it emergered from bankruptcy in 2006 with no debt, a clean balance sheet, and stellar operations. (3) Texas Industries Inc. (NYSE: TXI - News) -- Texas is the new Florida for housing with reasonable prices and continued growth; this concrete maker has expansion opportunities.Marc Faber, author of one of Wall Street's most closely read newsletters, the Gloom, Boom & Doom Report:"Global macro trends lead the way." (1) Cresud Inc. ADR (NasdaqGS: CRESY) -- farmland prices are up 40% over the past 3-4 years, but are still cheap; it's a play on agricultural commidities. (2) ProShares Short MidCap400 (AMEX: MYY - News) -- when the mid-cap index comes down, this goes up. (3) iShares Dow Jones US Broker-Dealers Index Fund ETF (NYSE: IAI - News) -- short it; Goldman Sachs Group Inc. (NYSE: GS - News) will one day be a very good short.Oscar Shafer, New York money manager: Keep an "eye on the products companies make -- how they work and fatten the bottom line." (1) Flamel Technologies S.A. (NasdaqGM: FLML) -- it has an important new partnership with GlaxoSmithKline (NYSE: GSK - News), and its innovative drug delivery methods give it tremendous potential; the stock could double or triple. (2) Shire Pharmaceuticals Group plc (NasdaqGS: SHPGY) -- the company settled issues with other producers, and 2007 should be an active year with multiple new drug launches. (3) Avis Budget Group Inc. (NYSE: CAR - News) -- a fluky 2006 saw margins drop to 2.9%; management has laid out a plan to return to 8%, and it could be an attractive acquisition candidate. (4) Sally Beauty Inc. (NYSE: SBH - News) -- it plans major expansions into Canada, Mexico and Brazil, will deleverage $1.8 billion of debt rapidly, and has operational improvements that will increase cash-flow. (5) Tesco Corp. (NasdaqGM: TESOF) -- its 'casing drilling' technology will replace conventional oil drilling because of its increased speed and lower costs; the stock ($17) could be $28-30 by year end.Fred Hickey, author of the High-Tech Strategist newsletter: (1) Research In Motion Ltd. (NasdaqGS: RIMM) -- short it. Unless RIM becomes the next Motorola, there's a lot of downside. (2) Apple Computer Inc. (NasdaqGS: AAPL) -- short it. AAPL is 1/5 the size of Hewlett-Packard Co. (NYSE: HPQ - News), yet their market caps are very close ($75b vs $100b). IPod growth rate is falling apart, and computer sales are down. The ongoing options investigation means CEO Jobs is still at risk. (3) Lam Research Corp. (NasdaqGS: LRCX) -- short it. After the Microsoft Corp. (NasdaqGS: MSFT) Vista launch, anticipate a huge drop in memory prices; LRCX could collapse in a hurry. (4) Heelys Inc. (NasdaqGM: HLYS) -- its rollerblade shoes are a fad that's already fading. (5) streetTRACKS Gold Trust ETF (NYSE: GLD - News) and iShares Silver Trust (AMEX: SLV - News) -- if you want to bet the Fed will cut rates, the dollar drops, and gold rises, this is the way.Mario Gabelli: He looks for "deals and steals, consumer trends and the math behind undervalued outfits." (1) Cablevision Systems Corp. (NYSE: CVC - News) -- Time Warner Inc. (NYSE: TWX - News) is a potential buyout initiator, or the Dolan family may take it private; the competition makes it a win-win. (2) Groupe Danone (NYSE: DA - News) and General Mills Inc. (NYSE: GIS - News) -- yogurt and health cereals are a play on health and wellness, a booming industry. (3) Brown-Forman -- Jack Daniels is one of the top-seeling premium branded products in the world. (4) International Flavors & Fragrances Inc. (NYSE: IFF - News) -- growing demand for flavors and fragrances in emerging markets, and a shorter product lifespan, will boost sales. (5) Energizer Holdings Inc. (NYSE: ENR - News), AutoNation Inc. (NYSE: AN - News), AutoZone Inc. (NYSE: AZO - News), Waste Management Inc. (NYSE: WMI - News) -- companies with great share buyback programs. (6) GATX Corp. (GATX) -- U.S. municipalities are selling infrastructure to fund healthcare and pension costs; GATX leases railcars. (7) Sequa -- as demand for aircraft grows, so will this jet-engine maker and repairer. (8) Liberty Media Capital (NasdaqGS: LCAPA).
Published by SeekingAlpha

Labels: , , , , , ,