Jim Cramer's Mad Money Review

Yamana Gold (NYSE: AUY - News): ' I am sticking by AUY as my play for when things go bad. That's what it is. It's basically a first aid kit you've got to take with you everywhere you go.'Total System Services (NYSE: TSS - News): 'You are in great shape. TSS, I believe, will not be independent a year from now ... I like TSS as a takeover. And, on earnings, it should go to $40 alone.'Celgene (NasdaqGS: CELG - News): 'The stock's had a nice pullback, which means you should back up the truck. Every time we've had an 8% pullback in CELG, it has been miraculous to buy. I'm saying this time it will be no different.'Sappi Ltd. (NYSE: SPP - News): ' ... we've got a government that's of, by and for the corporation, trying to keep the ChiComms from flooding us with paper, so this South African company can make a lot of money, and it's working! You stay long SPP!'Volvo AB (Other OTC: VOLVF.PK - News): You're a genius! That is an unbelievable stock! ... It has a great industrial business. It has a great yield ... even right here at $21 bucks - I would back up the truck!'Freeport McMoran (NYSE: FCX - News): 'It's also got gold, and it's much more levered to China buying it. Those ChiComms eat copper for breakfast!'
Neutral calls:
ConAgra (NYSE: CAG - News): 'They have a raw cost problem. All of that stuff is being bid up by ethanol. And so I can't get behind that. CAG, just okay. Candidly, I recommended it right here, and I'm not backing away from it, but the raw costs are out of control.'
Bearish calls:
Electronic Arts (NasdaqGS: ERTS - News): 'You know what? I'm giving up on this one... I'm putting the 'don't buy' on it. That's a change in plans.'Finisar (NasdaqGS: FNSR - News): 'No. I liked FNSR ... Their time has passed. They didn't get the big orders.'Washington Group (NYSE: WNG - News): 'My friend... Bulls make money, bears make money... hogs get slaughtered! You must sell WNG right now!'Southern Copper (NYSE: PCU - News): 'I like PCU.... I think FCX is better.'Build-a-Bear (NYSE: BBW - News): ' if I go and recommend it on this show, that they will then have a shortfall, because they are wildly inconsistent. They are too dangerous for this guy ... If that stock were to go back to $25.00, I would pull the trigger.'

Published by SeekingAlpha

Labels: AUY, BBW, CAG, CELG, ERTS, FCX, FNSR, Jim Cramer, Lightning Round, PCU, SPP, TSS, VOLV.PK, WNG

Electronic Arts Inc. led the Standard & Poor's 500 Index higher in midday trading Tuesday after Barron's magazine said the recent launch of three video game consoles is sure to help the video game publisher's sales.
Barron's said the releases of PlayStation 3, Xbox 360 and Wii are good for Electronic Arts because the people who bought the consoles will buy new games.
Shares of Redwood City, Calif.-based Electronic Arts rose $2.06, or 4.1 percent, to $52.08 in midday trading on the Nasdaq.
The S&P 500 index was up 2.12, to 1,457.66 in midday trading.
Shares of Temple Inland Inc. rose after a Banc of America Securities analyst upgraded the stock, saying investors are revisiting how to value the Austin, Texas-based packaging maker.
Temple Inland gained $1.68, or 3.2 percent, to $54.84 on the New York Stock Exchange. The stock hit as high as $55.45, breezing past the previous 52-week high of $53.18.
Also among leaders was Polo Ralph Lauren Corp., a New York-based clothing marketer. Polo Ralph Lauren partnered with Kohl's Department Stores to market the Chaps Home collection a few days after announcing a deal with J.C. Penney Co. to create a new brand called American Living. Polo Ralph Lauren added $2.45, or 2.8 percent, to $88.24, after earlier hitting a new all-time high of $88.45.
Among laggards, Anadarko Petroleum Corp.'s stock fell after a Prudential Equity Group analyst lowered his price target on the company. He said the stock isn't cheap enough to compensate for the energy company's risk.
Anadarko's stock fell $1.16, or 2.8 percent, to $40.17 on the Big Board.
Shares of Baker Hughes Inc. continued their plunge for the third session after the Houston-based oil services provider reported disappointing fourth-quarter earnings.
The stock fell $1.40, or 2.2 percent, to $63.65.
Also among laggards was Nucor Corp., a Charlotte, N.C.-based steel producer. An industry report showed inventories aren't clearing as fast as investors hoped.
Nucor's stock fell 83 cents to $63.89 on the NYSE.
Published by AP

Labels: APC, BHI, ERTS, Hot Stocks, JCP, NUE, RL, TIN

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 5.
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.
Zimmer Holdings Mar 85 Puts (NYSE:ZMH - News). ZMH's PowerRating is 5.
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.
Electronic Arts Feb 50 Calls (NasdaqGS:ERTS - News). ERTS' 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.
Google Mar 450 Puts (NasdaqGS:GOOG - News). GOOG'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.
Harris Group (NYSE:HRS - News). HRS' PowerRating is 6.
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.
None today.
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.
Symantec (NasdaqGS:SYMC - News). SYMC's PowerRating is 6.
PowerRatings are courtesy of PowerRatings.net

Labels: DO, ERTS, GOOG, HRS, SYMC, ZMH

Bullish calls:
Covance (NYSE: CVD - News): 'This is one of those companies that is the arms provider to biotech and pharma... Yeah, they do the tests. You've got a two thumbs up, way up.'Continental Airlines (NYSE: CAL - News)Rite Aid (NYSE: RAD - News): ' ... an analyst downgraded RAD, and it sent the stock down 31 cents, where I want to back the truck up ... Mary Sammons runs RAD, and is going to be on the show when that deal closes, and that is going to be a phenomenal one!'International Flavors & Fragrances (NYSE: IFF - News)JPMorgan (NYSE: JPM - News): 'I am going to suggest that you buy JPM, because Jamie Dimond did a good call.'Capital One Financial (NYSE: COF - News): 'If you want a little risk, and big reward, you go with COF.'Level 3 Communications (NASDAQ: LVLT - News): 'I 'm reiterating my by for LVLT... If you want to be in fiber, you go into LVLT.'Best Buy (BBY): 'If you want to be in big-screen TVs, you go into BBY, and that's all there is to it.'AT&T (NYSE: T - News): 'I am so much a T man, so swap out of the Fair Point Commuications, and go into T.'Toyota Motor (NYSE: TM - News): 'I was a huge buyer of TM 10 points ago, for my charitable trust, and I'm reiterating my buy right here. I recommended TM, and it is only up a quick 15 points, and I'm not backing away, because they make good cars. 'Blockbuster (NYSE: BBI - News): 'This thing was downgraded by another analyst this week, and it was not even a glancing blow. It didn't even the guy, because the stock finished at or near its high. Why is that? Because the 'total access' program is working. He made us money - he's a guy we like. And BBI is a keeper.'Valero (NYSE: VLO - News): 'The refining game - if you want to get in that - I'm always going to send you to... VLO.'
Bearish calls:
JetBlue Airways (NASDAQ: JBLU - News): 'Very tough. After the close tonight, they announce two resignations, including a guy that seemed pretty important from the sales and marketing side. I want to see the smoke clear ... and then I still don't want to buy it.'Bare Escentuals (NASDAQ: BARE - News): 'I said sell that stock at $31-32. It's at $34-35. I don't regard that as being anything that you missed. And I suggested instead that you buy IFF at $42. It went to $49. I say no on your bear - Sell, sell, sell. 'Sky Financial (NASDAQ: SKYF - News): 'Ring the register, my friend! You're getting Huntington Bank - not one of my favorite banks, because that company's already been taken over. It is time to sell, sell, sell.'Western Refining (NYSE: WNR - News): 'I do not like the refining stocks this quarter; I think that you'll get hurt, but they represent some great value longer term ...- I am not going to pull the trigger just yet on any refining company... 'Electronic Arts (NASDAQ: ERTS - News): 'No, no! Everyone's all excited about ERTS ... They don't have that much ... I don't trust ERTS here. Mid-40's - only then, pull the trigger.'FairPoint Communications (NYSE: FRP - News): ' Oh, this is that spinoff, right? They split the company up? You know what? I know they've got that good yield - I am so much a T man, so swap out of the FRP, and go into T.'Wal-Mart: (NYSE: WMT - News): 'sell, sell, sell!'Walgreen (NYSE: WAG - News): 'Now, at $46, I'm not as strong on WAG.'Corning (NYSE: GLW - News): 'I'm stuck with GLW. I have said that it's okay, but it's flatlined right here at $19, in part, because there's a glut of big-screen TVs; in part, because my national fiber shortage hasn't really started yet.'
Published by SeekingAlpha

Labels: BARE, BBI, CAL, COF, CVD, ERTS, FRP, GLW, IFF, JBLU, Jim Cramer, JPM, Mad Money, RAD, SKYF, T, TM, VLO, WMT, WNR

GameStop Corp. (GME.N: Quote, Profile, Research), the largest U.S. video game retailer, reported on Tuesday reported a quarterly profit and strong same-store sales and issued a holiday forecast that some analysts saw as conservative. Its stock hit a new year high.
Third-quarter net income was $13.6 million, or 17 cents per share, compared with a loss of $2.5 million, or 4 cents per share, a year before. The company said excluding special items, its profit equaled 22 cents a share, in line with the average forecast of 14 analysts polled by Reuters Estimates. Revenue nearly doubled to $1.01 billion from $534 million a year earlier. Sales at stores open at least a year were up 8.8 percent versus a year before. GameStop predicted a strong holiday season with comparable store sales climbing between 14 percent and 18 percent during the fourth quarter, following the launch of Sony Corp.'s (6758.T: Quote, NEWS, Research) (SNE.N: Quote, Profile, Research) PlayStation 3 and Nintendo Co. Ltd.'s (7974.OS: Quote, NEWS, Research) Wii video game consoles. It forecast fourth-quarter earnings per share of $1.53 to $1.59 and full-year earnings per share of $1.98 to $2.04. "Holiday guidance may prove conservative," Lazard Capital Markets analyst Colin Sebastian said in a client note. He has a "buy" rating on the stock and on Tuesday raised his 12-month price target on GameStop to $60 from $54 per share. U.S. video game companies reap around half of their sales in the holiday season. During the third quarter, GameStop's hardware sales climbed 69 percent from a year earlier, led by Microsoft Corp.'s (MSFT.O: Quote, Profile, Research) Xbox 360 and Nintendo's DS Lite hand-held player. Sales of software rose 14 percent, led by the popular "Madden" football game from Electronic Arts Inc. (ERTS.O: Quote, Profile, Research), "Saints Row" from THQ Inc. (THQI.O: Quote, Profile, Research) and "Dead Rising" from Capcom Co. Ltd. (9697.T: Quote, NEWS, Research) Shares were up $2.71 or 5.3 percent in afternoon trade on the New York Stock Exchange to $53.87 after touching a 52-week high of $54.90 earlier in the session.
Source: Reuters.com

Labels: Capcom, Electronic Arts, ERTS, GameStop Corp., GME, Microsoft, MSFT, SNE, Sony Corp., THQI, Video Games