Jim Cramer's Mad Money Review

CNBC's Street Signs Recap Nov. 26th

Erin Burnett started the show today showing crude oil up about $0.40. Financial earnings are predicted to be down for the next few days. Fannie May seems to be taking a dip downward. HSBC Holdings (HBC) is noted as being one of the financials with weak stock. Electronic sales have actually shown an increase despite the weak retail market. Homebuilders lead decline. Steve Liesman gives the econ recon, saying investors are scrambling to buy junk bond yields which have shown a rapid incline in valuable stock. The stock in credit companies are reported as being much weaker than the drop that was seen back in August. Lewis Alexander a Citi Chief Economists says that the drop we see in short term stocks will be short lived and a dependence on the FED to contain the financial stress, will affect our resilience to a recession. Brian Shactman of CNBC says that Cyber Monday did not act as the number online sales day of the year. 72% of online retailers give Cyber Monday "deals," compared to 43% last year. Such as free shipping costs and percentage slashing. Sales are expected to break $700 M for this year's Cyber Monday. Wal-Mart, Target and JC Penny are among the top contenders for promotional sales. E-Bay and Amazon.com are doing very well along with direct company sales websites. Next, China was discussed with John Maziotti, mayor of Palm Bay, FL. He is part of the proposed ban on goods from China. Proposed ban does not include emergency products. Palm Bay are looking for funds to be raised for a "made in America" Christmas tree lighting. He says the loss of jobs and the unhealthy variables included in imported products from China are the main issues backing the proposed ban. Robert Shuller of Macro-Markets says that to fix the housing market in the long term is going to take the creation of a consumer-oriented focus. To offer mortgages with outs in the initial contract will be one of the first issues on the reform list. Stop Trading with Jim Cramer was next. He supports the proposed ban on importing Chinese manufactured goods. Garmin (GRMN) is recommended to buy and sell 18 months from now. Richard Peterson from Thomson Financial says that this will be a record high for global IPO's. Russia leads with $8 B, New York in 4th place with $4.3B, but leads the market in American currency exchanges. Jim Goldman of CNBC reports that Yahoo (YHOO) small business servers are down. Hosting 3 million sites this will be causing some problems says Jim Goldman. Oil is responsible for 33% of Yemen GDP.

Labels: Amazon.com, China, CNBC, EBAY, Erin Burnett, JCP, Jim Cramer, Mad Money, Street Signs, street signs recap, TGT, Wal-Mart

posted by Stock Administrator @ 10:40 AM   0 Comments

Jim Cramer's Lightning Round Oct. 22nd

Bullish calls:
Celgene (CELG): 'That is the best play.' eBay (EBAY): 'I re-recommended eBay after that quarter. ... They got a lot of cash, PayPal is really good. ... I reiterate on eBay.' Halliburton (HAL): 'The only reason Halliburton was up is because they are moving aggressively away from North America and are taking share from Schlumberger.' Under Armour (UA): 'Let me give you the problem ... the weather is just unbelievably warm. ... That's the problem with UA. ... But I'm sticking by it.' Cypress Semiconductor (CY)
Bearish calls:
Sangamo Biosciences (SGMO): 'I like the technology. ... They figure out what turns genes on and off. ... But I gotta say SellSellSell.' Virgin Mobile (VM): 'This guy, Branson, he may be cool. The babes may like him. But in my department, the money department, stay away.' Superior Energy Services (SPN): 'This is American oil. ... Any oil services company that has too much America is in a bear market. ... Don't believe me? Look at Schlumberger ... I am not going to push any North American drillers.' Amtrust Financial Services (AFSI): 'It's a small business insurance play, which shouldn't have any exposure to subprime. ... But I'm not going to go there and give you a Don't Buy until I find out why that stock is hitting those bad bad lows.' Charter Communications (CHTR) Unit (UNT)
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Labels: AFSI, CELG, CHTR, CY, EBAY, HAL, Jim Cramer, Lightning Round, SGMO, SPN, UA, UNTD, VM

posted by Stock Administrator @ 5:31 PM   0 Comments

Jim Cramer's Mad Money Stock Recap Oct. 17th

Wednesday's show started with Cramer talking about dry bulk shipping stocks. He likes them because they have large dividends, plus the stocks have room to go up. Over the past 6 months they have been ignored by most investors while going up. Cramer recommends OceanFreight (OCNF), Paragon Shipping (PRGN), Diana Shipping (DSX), and Genco Shipping (GNK). Cramer then had the chairman of Genco on the show to explain how this business works and where he thinks his company and the industry are heading.
eBay (EBAY): After the break, Cramer said that you should hold on to eBay and that he thinks the stock will go up to $50. He then continued his analysis on dry bulk shipping stocks. Cramer said that Paragon is his favorite conservative shipper, and Diana is his favorite shipper with more risk, since it hasn't contracted out all its shipping for 2008. Cramer thinks rates will rise.
Cramer then went to the phones. The first caller asked about Nicor (GAS) and its relationship to Cuban democracy once Castro dies, and Cramer said that Bank of Nova Scotia (BNS) and Freeport McMoran (FCX) are better Cuban democracy plays. The next caller asked about Superior Offshore (DEEP), which Cramer thinks you should wait until November to buy if you are interested in the stock.
After the lightning round Cramer had Mark Penn, the author of Microtrends, on the show. Cramer thinks this book will give him stock ideas for the next 25 shows. The Microtrends plays that Cramer mentioned on today's show are lululemon (LULU) and Gamestop (GME).
"Am I Diversified?,"
First caller asked if Google (GOOG), Manulife (MFC), Brocade (BRCD), Volvo (VOLV) and CVRD (RIO) represented a diversified portfolo. Cramer blessed the portfolio. Second caller asked about Halliburton (HAL), Peabody (BTU), Google, Enterprise (EPD), and cash. Cramer said the portfolio relied on "too much energy complex." The final caller asked about Apple (AAPL), McDonald's (MCD), Caterpillar (CAT), ConocoPhillips (COP) and Schering-Plough (SGP). Cramer said "You've got absolute diversification."

Labels: BNS, DEEP, DSX, EBAY, FCX, GAS, GNK, Jim Cramer, Mad Money, Mad MOney Recap, OCNF, PRGN

posted by Stock Administrator @ 10:57 AM   0 Comments

Jim Cramer's Mad Money Stock Recap Aug. 20th

On the Runway: KBW Regional Banking ETF (AMEX: KRE - News), National City (NYSE: NCC - News), Comerica (NYSE: CMA - News)
If Wall Street is a "gigantic fashion show," the next fashionable item will be regional banks, said Cramer, since they will make a profit from the Fed rate cut. He prefers KBW Regional Banking ETF to NCC and CMA because the ETF spreads the risk and is a good place to be if a regional bank is taken over. KBW has 50 holdings and a five-year earnings growth over 9.4%. In addition, the ETF has a "weighted average market cap" of over $2 billion. Cramer suggested waiting for the ETF to come down a bit before buying.
All About Advertising: eBay (NasdaqGS: EBAY - News)
While Cramer would wait to buy eBay, he discussed many reasons to like it; Ebay sells at 21 times next year's estimated growth, it has a "pristine balance sheet," it has over $3.6 billion in cash, it has 100million people buying and selling on the site and it owns Skype, Paypal and 25% of Craigslist. However, the next big thing for eBay is advertising; Ebay's revenue from ads increased 96% year over year in the second quarter, and Cramer thinks the estimates that the company will earn 32 cents a share on advertising are too conservative. He recommends this "long term investment" and "digitalization of commerce" play under $34.
The Parent is Alright: United Online (NasdaqGS: UNTD - News)
Cramer says internet provider United Online, which reaches 20% of the online population, is "too cheap to ignore." While it plans to spin off Classmates.com, Cramer prefers the parent to the IPO, because UNTD has a 6% yield, is debt-free and swimming in cash. He approves of the company's cost-cutting strategies in its dial-up operations, since a third of internet users in the U.S. still use dial-up. Cramer would wait for the stock to drop to $14 and says it is a good investment for those who like both safety and risk.
CEO Interview: Jerry Kennelly, Riverbed Technology (NasdaqGM: RVBD - News)
Tech thrived during the last major credit crunch in the 1990s, and Cramer thinks history is repeating itself. Cramer invited RVBD CEO Jerry Kennelly onto the show to discuss the laptop version of the company's Steelhead Mobile product. Kennelly said since workers are now on the job around the clock all over the world, the product will be in demand, since users can do "remote work at the same speed" as they would at the office. Cramer noted there are expected to be 543.1 million mobile office workers by 2009, and would buy the stock under $40.

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Labels: CMA, EBAY, Hot Stocks, Jim Cramer, KRE, Mad Money, NCC, RVBD, UNTD

posted by Stock Administrator @ 11:16 AM   0 Comments

Time to Get Out of Amazon (AMZN)

Summary: A 20% earnings beat saw internet retailer Amazon (NasdaqGS: AMZN - News) shoot up 17% to $84 last week, even as the broader indexes sold-off more than 4%. Shares are now up an exceptional 216% over the past year, leaving them with a rich 78x 2007 earnings multiple, and 56x 2008 earnings estimates of $1.51/share -- which assumes a 41% earnings jump. Rival eBay (NasdaqGS: EBAY - News) fetches a far more modest 21x 2008 earnings on estimated earnings growth of only 16%. Unlike brick-and-mortar retailers, Amazon's competition is always "just a click away," a factor that will forever force it to sacrifice profit margins in order to keep its customers happy. Despite this, margins have climbed over the past five years; in the past quarter they jumped 2% to 24.3%. Can its margins keep rising? One unnamed money manager thinks not: "Wall Street has extrapolated that improvement for the next five years... we really do believe there is a brutal natural limit to their margin," he says. Citigroup's Mark Mahaney agrees: He says the margin growth required to sustain its current share price are "unobtainable." He told Barron's Amazon will likely have to invest aggressively in R&D to keep its interface current, and said its music download service is incomplete. One analyst has a $65 price target, while another sees 50% downside ("keep in mind the stock was just there"). Barron's thinks investors should "take substantial profits and wait for a better deal later on."
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Labels: AMZN, Barron's, EBAY

posted by Stock Administrator @ 8:08 PM   0 Comments

Jim Cramer's Mad Money Stock Recap May 30

Matchmaker, Matchmaker! Yahoo (NasdaqGS: YHOO - News) and eBay (NasdaqGS: EBAY - News)
While Cramer does not suggest investing in either of these companies individually, he would buy Yahoo and eBay if they merged. They were both downgraded by Merrill Lynch, and with slowing growth, Cramer does not see much upside in the individual companies, but he doesn't think they will sink either. While both companies have been depending on buybacks to prop up their stocks, Cramer says eBay and YHOO sould grow together, since Yahoo has users and eBay has Skype and Paypal. A merger would create an "internet colossus" which would offer a credible challenge to Google.
Cleveland Cliffs (NYSE: CLF - News), CVRD (NYSE: RIO - News)
Takeover speculations are profitable for companies, even if the mergers don't happen, says Cramer, who discussed CLF, the largest iron ore pellet producer in North America. He thinks this stock will attract call options and experience a run-up on takeover rumors, and thinks a likely buyer may be RIO. Cramer predicts the company could be sold at $88 a share, which he says is a conservative estimate. Although the stock is up 10% from where he initially recommended it, Cramer says CLF has "tremendous upside."
CEO Interview: John McMahon: Genesis Lease (NYSE: GLS - News) with GOL (NYSE: GOL - News)
When Cramer asked why airlines would want to rent airplanes, John McMahon replied not all airlines can afford to purchase their own aircrafts. He commented on the new company's increasing client-base and is optimistic about future growth. Cramer commented that he would rather own GLS than any other airline except for GOL.
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Labels: CLF, EBAY, GLS, GOL, Jim Cramer, Mad Money, RIO, YHOO

posted by Stock Administrator @ 9:30 AM   0 Comments

Jim Cramer's Stop Trading May 14th

Starbucks (NasdaqGS: SBUX) and Whole Foods (NasdaqGS: WFMI): Cramer says these two companies are "dribbling and drabbling" their way downward, because they are both overvalued, have a slowing growth rate and an "incredible shrinking multiple." Cramer adds; "It is not anything they're doing wrong. It's just that they're not doing everything as right as they used to." He says the companies have lost the benefit of the doubt.
eBay(NasdaqGS: EBAY) Wal-Mart (NYSE: WMT - News): Cramer is bullish on eBay because of its "better than expected listings growth" and the Skype launch. The company also has enough cash to buy back stock and can be the next online leader after Amazon. Since Wal- Mart has made a deal with eBay to sell Skype gear in its store, WMT should enjoy a lift.

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Labels: EBAY, Jim Cramer, Jim Cramer's Stop Trading, SBUX, WFMI, WMT

posted by Stock Administrator @ 10:17 AM   0 Comments

Jim Cramer's Mad Money Lightning Round Mar. 12

Bullish calls:
Denny's (NasdaqCM: DENN): 'I want to be candid. They did not have a good month. I am sticking by them because, what I liked them for is the restructuring that's fixing their balance sheet ... it's part of my little under-$10 package that I think is ramping, and that I think goes still higher. DENN is fine with me. I want to hold it.'Blockbuster (NYSE: BBI - News)Dynegy (NYSE: DYN - News)Companhia Vale do Rio Doce (NYSE: RIO - News): 'This company accomplished something that no other company could do in the western hemisphere... It literally merged with its #2 competitor ... and it has created a mineral powerhouse ... I think it's got $45 written on it. I have liked this company for 10 points. I bet you I like it for another 15! But, I've got to tell you - let's understand - it's had a big run. It is up 68% year over year. It goes to $40, and goes to $45. It probably pulls back a little, and ultimately goes to $50.'NYSE Group (NYSE: NYX - News): 'I think this is the most undervalued stock on the New York Stock Exchange - how ironic... I just bought some again for my charitable trust last week, and I am anxious to pull the trigger again, because I just think it is so darn undervalued versus when that Euronext deal closes. This one is a keeper.'Yahoo! (NasdaqGS: YHOO): ' ... there was an article in the Wall Street Journal that really said that the Yahoo AT&T relationship is ka-put, that it's just a trainwreck ... Now, over the weekend, YHOO and AT&T put out a series of releases that basically said that the Journal was dead wrong. Maybe it's something in between, but the people who tossed this stock out on Friday overreacted to what I think may have been a lot wrong in that article. I'm staying with YHOO.'eBay (NasdaqGS: EBAY)Big Lots (NYSE: BIG - News): ' ... As soon as I saw the Dollar General buyout, I said that someone is going to bid for this BIG, so I hit it up. Sure enough, 52-week high but, you know what? It probably has a little bit more to go. Now, let me caution... If I owned it, it's up 120% year-over-year, and that means bulls make money, bears make money, but hogs get slaughtered. So, if you owned it for the last year....'BEA Systems (NasdaqGS: BEAS): 'I recommended it at $12. Right now, I'm giving myself 30 lashes... I am disappointed in how this company reported. I still believe that Oracle could take them out ... I want to stick with it for now.'
Neutral calls:
Ford (NYSE: F - News): 'I don't mind the company, but the stock is wrong ... I think that Ford will be successful in its turnaround, but I like to play it with the right piece of paper - the convertible bond.'
Bearish calls:
USG (NYSE: USG - News): 'USG is a really interesting situation, because it never seems to ever go right where Warren Buffet says that he would buy the rest of it, which is mid-40s... Now, USG in the end, is deeply levered to the housing market, and you know that I am a bear on housing.'Heelys (HYLS): 'I think that HLYS is over-valued ... I went recently to a couple of sporting goods stores. They're stocked to the gills with Heely's. I don't like to see that. Sell, sell, sell!'News Corp. (NYSE: NWS - News): 'We're a dollar away from register ringing on NWS. It doesn't mean I dislike it. It does mean it's had a really big run.'Quiksilver (NYSE: ZQK - News): 'Awful. Awful. I've got to tell you. This is one of the worst quarters I have seen from any apparel company, and they're blaming the warm weather ... I hate those kind of excuses. In other words, what I'm saying is, it's probably too late to sell right now but, if that stock rallies, sell, sell, sell!'
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Labels: BBI, BEAS, BIG, DENN, DYN, EBAY, F, Jim Cramer, Lightning Round, Mad Money, NWS, NYX, RIO, USG, YHOO, ZQK

posted by Stock Administrator @ 7:16 AM   0 Comments

Jim Cramer's Wall Street Confidential Mar. 5

IAC InterActive Corp (NasdaqGS: IACI), Yahoo (NasdaqGS: YHOO), eBay (NasdaqGS: EBAY), Google (NasdaqGS: GOOG), Advanced Micro Devices (NYSE: AMD - News), Intel (NasdaqGS: INTC)
"When you look at who has the most earnings momentum in the first quarter, you're going to come to the interactive portion of the market," said Cramer, and listed his four favorite internet stocks in order: Yahoo, eBay, IAC and Google. He thinks Yahoo will double its money in click-through advertising, thanks to Panama, IACI has "tremendous" earning power, eBay reported a great quarter and Google is bottoming. Cramer predicts AMTD will go out of business because of fierce competition with INTC and overexpansion.
Diageo (NYSE: DEO - News), American Express (NYSE: EXP - News), 3M (NYSE: MMM - News), Pepsico (NYSE: PEP - News), Coke (NYSE: KO - News)
Cramer thinks the fact that DEO and EXP are down is absurd, and although 3M is "poorly executed," he believes the Morgan Stanley upgrade is "important because it said even if the company keeps screwing up, it should be able to bottom." In addition, 3M has the "biggest buyback of the major Dow stocks just declared and big Asian exposure," as well as a 3% yield. Cramer also has hope in soft drink stocks with PEP searching for a bottom and KO "putting one in ... They're both going to go up," he said.
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Labels: AMD, DEO, EBAY, EXP, GOOG, IACI, Jim Cramer, KO, MMM, PEP, Wall Street Confidential, YHOO

posted by Stock Administrator @ 2:59 PM   0 Comments

Jim Cramer's Mad Money Stock Recap Feb. 20

Rule #1: Resisting the Business Cycle, United Health Group (NYSE: UNH - News)Cramer discussed more rules from his books: Jim Cramer's Real Money: Sane Investing in an Insane World, and Jim Cramer's Mad Money: Watch TV, Get Rich. His first rule deals with the business cycle which is largely controlled by the Federal Reserve's raising and cutting interest rates. When rates are reduced, the economy gets stronger, and investors should buy cyclicals such as "the dirty, smokestack stocks that make things like machinery, cars and minerals." When the Fed raises rates, the economy gets weaker, and it is time to get out of cyclical stocks and into companies that produce consumer staples, such as food and drugs. "You can't own cyclical stocks when the economy stinks, and you should stay away from the consumer staples when the economy's stronger," Cramer said, adding that this applies even if a company has strong fundamentals. He recalls his error of holding on to UNH when the economy picked up, and said that the selloff during the boom was a much bigger factor in the stock's decline than UNH's involvement in an options-backdating scandal.Rule #2: "Analysts are never bullish enough on good stocks, and ... never bearish enough on bad stocks.": Ebay (NasdaqGS: EBAY), Amazon (NasdaqGS: AMZN) and Lucent (NYSE: LU - News)The reason for the second rule is that analysts covering a stock are dealing with an entire sector for which they must find some stocks that are buys, sells and holds. "The Street will almost always treat a sector that's en fuego as being a lot less en fuego than it actually is," he said. Knowing this, investors can more easily spot which sectors are hot but underappreciated.He noted that this happened with oil stocks during certain times in the past few years when the sector was hot. Even the companies that were neglected or had a "sell" rating went up anyway. It can work the other way too, and Cramer thinks that analysts should have stayed bearish on eBay, Amazon and Lucent for a longer period of time.Rule #3: Don't Be a Snob, Darden (NYSE: DRI - News), Ruth's Chris Steakhouse (NasdaqGS: RUTH), Morton's (NYSE: MRT - News)Because analysts inhabit an upper-class bubble, Cramer says they often miss out on companies that make low-end or mid-grade products. While they can more easily relate to stocks such as RUTH and MRT, most analysts missed out on 50% of Darden's big move between January 2005 and March 2006 because they turned their noses up at Red Lobster and the Olive Garden.Rule #4 : "Whenever a stock is being heavily shorted and heavily hyped at the same time, it's time to sell that stock," NutriSystem (NasdaqGS: NTRI)Hype and a large short interest do not mix, but create a battleground where an investors should fear to tread, and Cramer commented, "You don't do something as risky as shorting a stock unless you're a well-educated investor who has done his or her homework on the thing." One can do research on a stock page on Yahoo or Google finance to see the percentage of shares that are shorted, and a large percentage of shorts indicates that there is a problem the bulls don't know about or do not want to face, as was the case with NTRI, which had problems with its distribution model. "So when all the analysts are having their lovefest with the stock, and you have an army of shorts sitting on the sidelines, you should see a red flag," Cramer said."Past performance is not indicative of future success."Cramer warns viewers not to rely on past successes as a model for future investments, since "stocks have no memory and you could lose big." Investors should aim to make money, but not to feel "invincible" if they do and should avoid following the same patterns. Cramer recommended playing by the rules outlined in his books for successful investing.
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Labels: AMZN, DRI, EBAY, Jim Cramer, LU, Mad Money, MRT, NTRI, UNH

posted by Stock Administrator @ 12:08 PM   0 Comments

Jim Cramer's Mad Money Stock Recap Feb. 2

On The Up and Up: Boeing (NYSE: BA - News), Ingersoll Rand (NYSE: IR - News), Caterpillar (NYSE: CAT - News), Black & Decker (NYSE: BDK - News), American Standard (NYSE: ASD - News), Alliant Tech (NYSE: ATK - News), Whirlpool (NYSE: WHR - News), Cisco (NasdaqGS: CSCO), VF Corp. (NYSE: VFC - News), Disney (NYSE: DIS - News), Bunge (NYSE: BG - News), Curtiss-Wright (NYSE: CW - News)
Cramer suggested that one should "buy high, sell higher" and recommnended stocks for which the new law of physics is "What goes up the first day must go up again and again;" BA IR, CAT, BDK, ASD and ATK. Cramer's "best bet" for the coming week is WHR since it has a "near monopoly" but low expectations, and at $92.35, he thinks the stock could go at least to $120. Cramer also likes CSCO, which is also faced with low expectations, and VFC. He added that DIS should see another rally and Bunge is ready for a comeback. In addition, CW should get a bounce from its earnings report on Thursday.
Related: Whirlpool recently sold its Hoover division.
Contrarian Stocks: Yahoo! (NasdaqGS: YHOO), Google (NasdaqGS: GOOG), eBay (NasdaqGS: EBAY)
Cramer comments on the seeming illogic of Yahoo and eBay's rise and Google's fall, but explains that it is a case of accelerating versus decelerating growth. Yahoo and eBay are both "broken stocks", but with Yahoo's Panama, there is hope for a comeback. In addition, the fact that eBay was "written off" gave its halfway decent number enough power to attract buyers. Cramer predicts that Yahoo and eBay are not finished going up. Although Google reported a "blowout quarter," its 99% growth last year has dwindled to 40%. However, Cramer says that since Google has a virtual monopoly on page search as well as a low muliple, he reiterates his prediction that the stock will go to $600, but believes it may stop at $450 first.
Related: Yaser Anwar takes a close look at Google's earnings.
New IPO: Switch & Data (SDXC), Level 3 Communications (NasdaqGS: LVLT), Equinix (NasdaqGS: EQIX), Akamai Technologies (NasdaqGS: AKAM), Apple (NasdaqGS: AAPL) and Microsoft (NasdaqGS: MSFT)
Cramer recommends picking up next week's hot IPO, Switch & Data, which is not a typical broadband company, but provides infrastructure for servers, making LVLT's work possible. Other customers include: Akamai Technologies Apple and Microsoft. Cramer is basing his predictions on EQIX's success, since it provides a similar service and doubled in 2006. He would get a into the stock through the following underwriters: Deutsche Bank, Jefferies & Co., CIBC World Markets, Raymond James, Lazard Capital Markets, RBC Capital Markets and Merriman Curhan Ford. Otherwise, he would buy the IPO for up to $20 and sell at $24.
Mad Mail: NYSE Group (NYSE: NYX - News), Halliburton (NYSE: HAL - News)
Cramer still likes NYX as would also stick with Halliburton, which he thinks is inexpensive and good.
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Labels: AAPL, ASD, ATK, BA, BDK, CAT, CSCO, DIS, EBAY, GOOG, HAL, IR, Jim Cramer, Mad Money, MSFT, NYX, VFC, WHR, YHOO

posted by Stock Administrator @ 10:52 AM   0 Comments

Jim Cramer's Mad Money Lightning Round Jan. 24

Bullish calls:
Boeing (BA): ' ... it's two thumbs up, way up. That Wachovia guy who downgraded BA - he is going to be so massively wrong, it is frightening... 'Transocean (RIG): ' We like RIG.'Halliburton (HAL): ' ... yes, I'll stick my neck out once again, that HAL will be good.'NYSE (NYX): 'There's a story out there ... It says that there's going to be a massive lockup expiration, where everybody can sell 20 million shares. All the bears are keying on that ... my canvas of the stock tells me that none of the big holders is going to sell that stock. That's why NYX - which is my growth stock of the year - is headed to nothing short of $200!'Hain Celestial (HAIN): 'I would recommend HAIN as best of breed.'Level 3 Communications (LVLT): 'I say you should not be worried. This stock has had a miraculous run. But, it just again cleaned up its balance sheet even more by offering stock. This is one of my growth stocks that are speculative for the year. I reiterate my buy and, if it ever goes below $6, obviously you back up the truck!'Schering-Plough (SGP): 'I would vastly prefer SGP or JNJ [to PFE].'Johnson & Johnson (JNJ)Amgen (AMGN): 'I like AMGN and I like DNA for a little bit of growth.'Genentech (DNA)American Ecology (ECOL): ' ... look at ECOL.'Unilever (UN): 'I've been watching this stock creep up, and I keep saying to myself, 'Why didn't I recommend it? I knew that a turnaround was in place . I have missed UN. My bad. Is it too late to get in? No. Buy, buy, buy!'Diageo (DEO)Rackable Systems (RACK): 'I think it's way overdone to the downside ... I think you wait until the summer, you'll catch a bounce ... you stick with RACK. I don't want to go away from it.'eBay (EBAY)USG (USG): 'The only in-housing play that I've been recommending consistently is USG... I came back and said that stock is going higher. Swap out of yours and go into USG!'
Bearish calls:
Valero Energy (VLO): ' ... don't think VLO's going to do much. It's up 3 bucks, down 3 bucks... I'd like you to take the trade off though. I just don't think that, with oil and gas this low, that you really want to trifle with any of these things to buy on the way down, so let's ix-nay that trade when it comes in a little, and let's play on the long side.'SunOpta (STKL): 'We're swapping out of STKL and we're going into HAIN... 'Georgia Gulf (GGC): 'The only in-housing play that I've been recommending consistently is... Swap out of yours and go into USG!'Pfizer (PFE): 'You've got what I call dead money ... Keep selling PFE. It's just like owning a bond, but a little less exciting.'Republic Services (RSG): ' ... when we buy a company at twice its growth rate, in terms of a P/E, it's been catastrophic for us. So I want you to sell that one - sell, sell, sell.'
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Labels: AMGN, BA, DEO, DNA, EBAY, ECOL, HAIN, HAL, Jim Cramer, JNJ, LVLT, Mad Money, NYX, RACK, RIG, SGP, UN, USG

posted by Stock Administrator @ 10:34 AM   0 Comments

posted by Stock Administrator @ 10:34 AM   0 Comments

Stock Watch for Thursday

eBay (NASDAQ:EBAY - News) beat earnings expectations on Wednesday afternoon with $0.31 EPS over an estimated $0.28 EPS. EBAY's PowerRating is 4.
Qualcomm (NASDAQ:QCOM - News) beat earnings on Wednesday afternoon, announcing $0.43 EPS over an expected $0.42 EPS. QCOM's PowerRating is 4.
AT&T (NYSE:T - News) announces earnings Thursday before the open; watch for $0.59 EPS. T's PowerRating is 5.
Dow Chemical (NYSE:DOW - News) looks set to announce $0.93 EPS on Thursday morning. DOW's PowerRating is 5.
Analysts are expecting Ford (NYSE:F - News) to report -$0.91 EPS on Thursday morning before the bell. F's PowerRating is 6.
Lockheed Martin (NYSE:LMT - News) is expected to report $1.45 EPS when the company reports quarterly earnings tomorrow. LMT's PowerRating is 5.
Nokia (NYSE:NOK - News) reports quarterly earnings Thursday morning; analysts expect $0.35 EPS. NOK's PowerRating is 4.
PowerRatings are courtesy of PowerRatings.net

Labels: DOW, EBAY, F, LMT, NOK, QCOM, T

posted by Stock Administrator @ 5:48 PM   0 Comments

Stock Options for Today

Most Under Priced Calls: These are the most under priced calls of all stocks in our database. While the Equities Explosion List finds groups of calls for individual equities that are under priced, this list finds the most under priced individual calls. Thus, the options listed here will tend to be more severely under priced.
Diamond Offshore Drilling Mar 85 Calls (NYSE:DO - News). DO's PowerRating is 4.
Most Under Priced Puts: These are the most under priced puts of all stocks in our database. While the Equities Explosion List finds groups of puts for individual equities that are under priced, this list finds the most under priced individual puts. Thus, the options listed here will tend to be more severely under priced.
Vertex Pharmaceuticals Mar 40 Puts (NASDAQ:VRTX - News). VRTX's PowerRating is 7.
Most Overpriced Calls: These are the most overpriced calls of all stocks in our database. While the Equities Implosion List finds groups of calls for individual equities that are overpriced, this list finds the most overpriced individual calls. Thus, the options listed here will tend to be more severely overpriced.
Intuitive Surgical Feb 100 Calls (NASDAQ:ISRG - News). ISRG's PowerRating is 4.
Most Overpriced Puts: These are the most overpriced puts of all stocks in our database. While the Equities Implosion List finds groups of puts for individual equities that are overpriced, this list finds the most overpriced individual puts. Thus, the options listed here will tend to be more severely overpriced.
eBay Inc. Feb 30 Calls (NASDAQ:EBAY - News). EBAY's PowerRating is 5.
Stocks with Abnormal Call Volume: These are stocks which showed unusual call option volume not easily explained by arbitrage operations. The appearance of a stock on the Call Volume Alerts list suggests a possible takeover, extraordinarily good earnings report, or other news which may favorably affect the stock.
Pacific Ethanol (NASDAQ:PEIX - News). PEIX's PowerRating is 3.
Stocks with Abnormal Put Volume: These are stocks which showed unusual put option volume not easily explained by arbitrage operations. The appearance of a stock on the Put Volume Alerts list suggests an extraordinarily negative earnings report, or other news which may negatively affect the stock.
Beckman Coulter (NYSE:BEC - News). BEC's PowerRating is 5.
Abnormal Put/Call $ Volume: These stocks have the highest dollar put volume in relation to their call volume. These high ratios are indicative of extreme bearish sentiment in the underlying stock.
The Gap (NYSE:GPS - News). GPS' PowerRating is 6.
PowerRatings are courtesy of PowerRatings.net

Labels: BEC, DO, EBAY, GPS, ISRG, PEIX, VRTX

posted by Stock Administrator @ 10:07 AM   0 Comments

Google Shares Push Toward $500 Again

Shares of Google Inc. headed north toward the $500 mark Thursday morning, after an analyst raised estimates on expectations for a strong fourth quarter.
The Mountain View, Calif.-based company's stock added $9.38, just under 2 percent, to $498.79 in morning trading on the Nasdaq Stock Market. Shares have retreated from a 52-week high of $513 in November.
In a research note, Goldman Sachs analyst Anthony Noto encouraged investors to buy shares of Google.
"Several factors could unfold over the coming months to unlock the value we see in Google shares," he wrote. Noto forecast "strong fourth-quarter 2006 results due to a solid holiday season that likely benefited from continued advertiser demand, seasonal strength in traffic, and recent product launches (including Checkout)," the company's online payment system.
The analyst also looked ahead to benefits from soon-to-launch partnerships with eBay Inc. and News Corp.'s MySpace, and ad-revenue growth from video and display formats, pay per call, radio, print and television.
Noto further wrote that he expects a boost from the launch of a premium, add-free version of Google's Apps for Your Domain, which will sell the e-mail, Web building and office software package to businesses.
Noto reiterated his "Buy" rating on the stock and said upcoming catalysts "could render our $595 price target conservative."
He raised estimates for the fourth quarter to a profit of $2.90 per share on $2.19 billion in revenue, from his earlier forecast of a profit of $2.81 per share on $2.15 billion in revenue.
Published by AP

Labels: EBAY, GOOG, NWS

posted by Stock Administrator @ 10:40 AM   0 Comments

Jim Cramer's Mad Money Lightning Round, Jan. 10th

Bullish calls:
Dell (NASDAQ: DELL - News): 'I have to tell you, you don't sell any of these PC stocks ahead of the Vista launch. You sell them one day after the Vista launch, and then I will do the sell, sell, sell."eBay (NASDAQ: EBAY - News): 'I am a minority of one. I genuinely think that EBAY is a good stock. ...said that they're buying Stub Hub, which I think is a brilliant acquisition. I'm not backing away; I'm backing the truck up for EBAY.'Boeing (NYSE: BA - News): 'People keep wanting to get off the BA horse. They're wrong! Monster quarter coming. AirBus still can't make the planes, for heaven's sake. I want to continue to buy BA, until it gets to $100.'Boston Scientific (NYSE: BSX - News): 'The stock has been soggy now for about 80 cents ... But! That means it's an opportunity. And, yes! BSX - ever since we recommended it a dollar ago - has been on a slow creep up. I think it goes to $20 bucks, and then let's reconfigure.'Google (NASDAQ: GOOG - News): ' This company's going to have a good quarter. Notice that - every time it creeps up on the up days, I want to own this stock under $500. My price target remains in the $600 level. It will get there. Do not lose faith.'Blockbuster (NYSE: BBI - News)Rite Aid (NYSE: RAD - News)Crown Castle (NYSE: CCI - News): 'I'd swap out of C and move into CCI.'Advanced Micro Devices (NYSE: AMD - News): 'I think AMD's cheap ... I think AMD is better than Intel. I want to own AMD, ahead of the Vista launch.'Allegheny Technologies (NYSE: ATI - News): 'Those of you that are still looking for a new name, ATI has pulled back $10. Bring it in, bring it in. Buy, buy, buy!'Cisco (NASDAQ: CSCO - News): ' ... one of my growth stocks of the year.'Lundin Mining (AMEX: LMC - News): ' I recommended this stock because I think it's got good fundamentals, and I think it can get a takeover. I'm not backing away from that. But ... commodities are in free fall right now ... Give it a little room, and then buy, because that thesis isn't going away. It's just right now dormant.'Allergan (NYSE: AGN - News): 'AGN has been going down off of a CIBC report that I think is gravely mistaken, saying that the breast implant business is not going to be good for AGN ... AGN's got Juvaderm ... AGN's got Botox ... I need you to buy AGN.'Hewlett-Packard (NYSE: HPQ - News): 'The only PC stock you can own for the whole year is HPQ. Because Mark Hurd is better than the average bear.'Lowe's (NYSE: LOW - News): 'I much prefer LOW. LOW's is better than Home Depot.'Monsanto (NYSE: MON - News): 'The analysts continue to hate it. I continue to like it. I like all the hybrid new corn that they've got.'
Bearish calls:
Sirenza Microdevices (NASDAQ: SMDI - News): 'SMDI is radio frequency for the SIRI [Sirius Satellite Radio] satellites of the world ... I want to steer clear. I am telling you, sell SMDI and never look back.'Brocade (NYSE: BRC - News): 'I think BRCD's had a nice run and it's time to move on. They did that good merger with MacData... 'Citigroup (NYSE: C - News): ' ... it's still run by a lawyer, and we don't really care for banks that are run by lawyers ... C is not going to hurt you. I just don't think it's a great stock to own. Let's cut back a little.'Anadigics (NASDAQ: ANAD - News): 'No on radio frequency names; it's too competitive and I don't want to be there. Sell, sell, sell!'H&R Block (NYSE: HRB - News): 'No. Sell, sell, sell. Permanent sell. Plus, they've run afoul of Governor Spitzer. No.'Home Depot (NYSE: HD - News): 'No, no. I don't want HD, even though I like it long-term.'RTI Metals (NYSE: RTI - News): 'I would schnitzel out of RTI, and go into ATI.'
Published by SeekingAlpha

Labels: AGN, AMD, ATI, BA, BBI, BSX, CCI, CSCO, Dell, EBAY, GOOG, HPQ, Jim Cramer, LMC, LOW, Mad Money, MON, RAD, SMDI

posted by Stock Administrator @ 9:26 AM   0 Comments

Jim Cramer's Mad Money Review

Rule #1: Resisting the Business Cycle, United Health Group (NYSE: UNH - News)
Cramer discussed more rules from his books: Jim Cramer's Real Money: Sane Investing in an Insane World, and Jim Cramer's Mad Money: Watch TV, Get Rich. His first rule deals with the business cycle which is largely controlled by the Federal Reserve's raising and cutting interest rates. When rates are reduced, the economy gets stronger, and investors should buy cyclicals such as "the dirty, smokestack stocks that make things like machinery, c