Jim Cramer's Mad Money Review

Gold is back, Jim Cramer said on CNBC's "Stop Trading!" segment Thursday. Cramer dismissed Wall Street observers' claims that the dollar is correlated with oil. "Oil is correlated to supply and demand," he said. "The stocks are signaling that gold is going higher." He recommended Agnico-Eagle Mines (AEM) and Yamana Gold (AUY). "They're not done going up," he said.
"Retail was a great trade," Cramer said, but "we're finished. I want to sell retail." He instructed viewers to get out of Nordstrom (JWN), Phillips-Van Heusen (PVH ) and VF Corp. (VFC).
On the other hand, "Wal-Mart (WMT) is the keeper in this group," Cramer said. However, he observed that "Kohl's (KSS) said good things, the stock is going down. This group has had it." He was also bearish on Target (TGT).
Cramer then moved on to discuss oil drilling in India. He said companies like Transocean (RIG) are "really talking about India."
Published By TheStreet.com

Labels: AEM, AUY, Jim Cramer, JWN, KSS, PVH, RIG, Stop Trading, TGT, VFC, WMT

Abbott Labs (ABT): Cramer likes this stock because it has great drugs and diagnostics. He also recommended Baxter (BAX), Bard (BCR), and Becton Dickinson (BDX).
Infinera (INFN): Cramer doesn't want to be in this stock because he doesn't like the optical sector.
Southern Copper (PCU): Cramer is bullish on this stock, but he thinks Freeport McMoran (FCX) is better since it's cheap and he thinks it will be taken over soon.
Nordstroms (JWN): Cramer thinks this stock should go up to $36, so he would buy the stock here.
E*Trade (ETFC): Cramer thinks you will get hurt if you try to invest in this stock. He is bearish.
Anthracite Capital (AHR): This is a residential REIT, so Cramer is bearish. He recommended the caller buy Annaly Capital (NLY) instead.
Anadarko Petroleum (APC): Cramer thinks this stock is terrific, along with Apache (APA), Devon (DVN), and XTO (XTO).
Trane (TT): Cramer said he has been looking at this stock and was actually going to recommend it later tonight, but he has second thoughts about it because of its residential construction exposure. He still thinks it is a well run company.
Northern Trust (NTRS): Cramer thinks this and State Street (STT) are the best run financial institutions in the country, so he wants to recommend both of them.

Labels: ABT, AHR, APA, APC, BAX, DVN, ETFC, FCX, INFN, Jim Cramer, JWN, Lightning Round, Mad Money, NLY, PCU, STT, TT NTRS, XTO

The Dow closed down 218 points and the Nasdaq fell 43 points on Monday. Finerman sees storm clouds are everywhere and the Goldman downgrade of Citigroup (C) really hurt the markets. Najarian had a fun day trading. He also thinks the financial sector is in big trouble and he is extremely worried about General Motors (GM) which fell below $27.
Louise Yamada, a highly ranked technician on Wall Street, joined the show to discuss her analysis on the technicals of the market. She is currently worried that the S&P 500 could break 1406, which would signal to her an end of the longer-term uptrend. Yamada is still bullish on Cisco Systems (CSCO) and she would look to buy pullbacks on the name. She looked at the chart on Broadcom (BRCM) calling it a sell because it hasn't followed through after a false break-out. The chart on Coca-Cola (KO) is initiating an uptrend according to Yamada, so she would be a buyer of KO. Bed Bath and Beyond (BBBY) should be sold.
Retail
Nordstrom (JWN) reported a 22% rise in third-quarter profits helped by an extra week of sales.
Sears Holdings (SHLD) disclosed it has taken a 13.7% stake in Restoration Hardware (RSTO) and the possibility of proposing an acquisition.
Target (TGT) is set to report earnings Tuesday before the opening bell.
Hewlett-Packard (HPQ) clocked a 28% jump in profits off of strong notebook sales.
Medtronic (MDT) reported a 2% decline in profits, but the stock trades 3% higher after hours.
Lowe's (LOW) dropped 7% after reporting a 10% decline in profits due to the weak housing market.
Celgene (CELG) bought Pharmion (PHRM) for $2.9 billion. Adami thinks that Phizer must make a similar acquisition.
EchoStar (DISH) shares exploded higher Monday after Citigroup said there was a 65% chance that AT&T (T) will buy DISH.
Ultimate Fighting is now the fasting growing spectator sport in the United States. Macke says look for growth in cable companies and satellite companies like Viacom (VIA) and EchoStar. He also thinks makers of energy drinks like Coca-Cola will benefit. He said avoid the World Wrestling Entertainment (WWE) because the UFC is taking share. Lastly, Macke speculated that Anheuser-Busch (BUD) could be near a beverage deal with the UFC.
Pops & Drops
Pops - Xerox (XRX) traded up 2%.
Intercontinental Exchange traded up 3%
VeriSign (VRSN) traded up 2%.
Drops - E*TRADE (ETFC) fell 13% even with speculation of a takeover by Ameritrade (AMTD)
Wynn Resorts (WYNN) fell 7%
Genesco (GCO) plunged 24%.
Disney (DIS) fell 4%
General Motors (GM) fell 8% after the automaker announced plans for year-end discounts to clear out inventory.
Dillard's (DDS) fell 5%.
Tween Brands (TWB) fell 13%
Final Trade
Macke would purchase Dicks Sporting Goods (DKS) and Target on any selloff Tuesday
Najarian advises buying EchoStar (DISH) on a pullback under $44.
Finerman is long Goldman Sachs Group (GS) and short Lehman Brothers Holdings (LEH).
Adami recommends Vodafone Group (VOD) for a play on China.

Labels: BBBY, BRCM, CELG, Citigroup Inc., CNBC, CNBC's Fast Money, CSCO, DISH, Dow Jones, Fast Money Recap, GM, HPQ, JWN, KO, LOW, MDT, Nasdaq, PHRM, SHLD, TGT

On Monday's show, Cramer said that he thinks retailers will have a turnaround. He believes that the good retailers can't fall any further, and that there will be 2 more rate cuts before the end of the year, which he thinks is bullish for retailers if you look back at their past performance after rate cuts. Cramer also said that the change in the weather will allow retailers to move some of their new winter products. His first two retail picks are Ralph Lauren (RL) and Nordstrom (JWN). Both of these stocks are down big from their recent highs, and he thinks that luxury goods retailers will be the first to turn around since people with more money to spend won't be as concerned with economical concerns, making both of these stocks bargains.Cramer then went to the phonelines. The first caller asked about J.C. Penney (JCP), and Cramer said that he likes the stock, but can't pull the trigger because he thinks it will be behind the luxury retailers when the sector turns around. The next caller asked about timing the purchase of retail stocks around Christmas. Cramer said that it is time to buy these two stocks now. The last caller asked about Build a Bear Workshop (BBW), and Cramer said he wants you to stay far away from that stock.Cramer then gave out his top retail pick, which was Target (TGT). He also noticed that stores are very full, thinks that they make shopping fun, that they are opening stores rapidly, and that the stock is cheap. But his primary reason is that the company is thinking about selling its credit card business, which could fetch up to $7 billion. Target could use this money for a large stock buyback.Cramer also mentioned that he had a good call to sell Smith and Wesson (SWHC) last week since they guided earnings lower today.After the lightning round, Cramer talked with Chris Matthews about the effect politics and the upcoming elections will have on the stock markets.

Mad Mail: The first email asked if Cramer would have other presidential candidates on the show, and Cramer said that he welcomes them all on the show. The next email asked about Sketchers (SKX), and Cramer said that he thinks they suffered from bad timing, and he thinks they have that straightened out now. Another email asked about Six Flags (SIX), and Cramer said they got hurt by bad weather and bad acquisitions. Lastly, an emailer asked about Hologic (HOLX), and Cramer said not to worry about the large short interest because it is being driven up by merger arbitrage players.

Sudden Death. Cramer is bullish on Manitowoc (MTW), bullish on Baidu.com (BIDU), bearish on Dow Chemical (DOW), and bullish on Adobe (ADBE).

Labels: BBW, JCP, Jim Cramer, JWN, Mad Money, Mad MOney Recap, RL, SIX, SKX, SWHC

Here are 7 stocks for traders for Monday from TradingMarkets.com:
Kensey Nash (NasdaqGS:KNSY - News) should report $0.09 EPS on Monday before the market opens. KNSY's PowerRating (for Traders) is 4.
Lowe's (NYSE:LOW - News) is expected to announce $0.61 EPS on Monday morning before the bell. LOW's PowerRating (for Traders) is 4.
Analysts are watching for Solarfun Power Holdings (NasdaqGM:SOLF - News) to report $0.04 EPS before the market opens on Monday. SOLF's does not have a PowerRating (for Traders) due to a short trading history.
Oplink Communications (NasdaqGM:OPLK - News) and Perry Ellis (NasdaqGS:PERY - News) both announce earnings after the close on Monday, so watch for heightened price action and volatility ahead of the close. OPLK's PowerRating (for Traders) is 4, and PERY's PowerRating (for Traders) is 4.
Countrywide Financial (NYSE:CFC - News) gained over 11% on Friday, after Banc of America gave the company a ratings upgrade, from Sell to Neutral. CFC's PowerRating (for Traders) is 6.
Nordstrom (NYSE:JWN - News) announced better than expected profit on Thursday, but said results were slightly lower due to the company's credit-card business. JWN's PowerRating (for Traders) is 4.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: CFC, Hot Stocks, JWN, KNSY, LOW, OPLK, PERY, SOLF

Stocks Ready to Surge: These are the stocks that today made new 10-day lows that are still in an uptrend as they are trading above their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving average. For example, the top ranked stock is trading the furthest distance from its 10-day moving average on a percentage basis. Historically, these stocks on average have had larger than normal short-term upside reversals.
Nordstrom (NYSE:JWN - News). JWN's PowerRating is 5.
Low-Priced Stocks Ready to Surge: These are the stocks under $10/share that today made new 10-day lows that are still in an uptrend as they are trading above their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving average. For example, the top ranked stock is trading the furthest distance from its 10-day moving average on a percentage basis. Historically, these stocks on average have had larger than normal short-term upside reversals. Please note: All stocks carry risk and low-priced stocks usually come with even more risk. Always use caution.
Mediacom Communications (NasdaqGS:MCCC - News). MCCC's PowerRating is 6.
Pullbacks from Highs: Most successful momentum-based traders and money managers like to buy strong stocks after they pull back. TradingMarkets.com uses a proprietary mathematical model to identify up to 30 (in weak or choppy markets there will be fewer) of the strongest stocks that have pulled back from recent highs. These stocks should be considered potential candidates to resume their longer-term up trends.
Guess (NYSE:GES - News). GES's PowerRating is 7.
Trading Where the Action Is: This list contains the most volatile stocks over the past 50 trading days. These stocks are only for the most aggressive traders who are willing to assume a high degree of risk in order to capture larger gains.
Amrep Corporation (NYSE:AXR - News). AXR's PowerRating is 6.
Stocks Ready to Drop: These are the stocks that today made new 10-day highs that are still in an downtrend as they are trading below their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving average. For example, the top ranked stock is trading the furthest distance from its 10-day moving average on a percentage basis. Historically, these stocks on average have had larger than normal short-term downside reversals.
Forest Oil Corporation (NYSE:FST - News). FST's PowerRating is 4.
Pullbacks from Lows: Most successful momentum-based traders and money managers like to sell weak stocks after they pull back. TradingMarkets.com uses a proprietary mathematical model to identify up to 20 (in strong or choppy markets there will be fewer) weak stocks that have pulled back from recent lows. These stocks should be considered potential candidates to resume their longer-term downtrends.
Safeco (NYSE:SAF - News). SAF's PowerRating is 5.
Explosion List: An inherent feature of all markets is that periods of lower-than-normal volatility are usually followed by periods of higher volatility. These stocks are trading at one-third or less of their normal volatility and therefore have a high likelihood of exploding within the next few trading days.
Global Payments (NYSE:GPN - News). GPN's PowerRating is 6.
PowerRatings are courtesy of PowerRatings.net

Labels: AXR, FST, GES, GPN, JWN, MCCC, SAF

Out in the Open: Daktronics (NASDAQ: DAKT - News), Lamar (NASDAQ: LAMR - News), Clear Channel (NYSE: CCO - News) and CBS (NYSE: CBS - News)
Although Cramer has often said that old media is dying, the oldest advertisements, billboards, are " coming back with a vengeance," because they are on the street where they cannot be avoided and are going digital. Daktronics is up 165%, but Cramer recommends buying it because the company "owns the market" in digital billboards, which he believes is the fastest growing form of advertising after the internet. The company also produces scoreboards for sports events. Cramer thinks Lamar is a better acquisition than CBS and Clear Channel, " because it is a pure play and is "going digital faster than any other company."
Safeway's Secret (NYSE: SWY - News)
Since many of the obvious holiday stocks are "played out" Cramer suggested a good oblique strategy for benefitting from the season by investing in Safeway which, in addition to running great stores, owns the $4-5 billion greeting card business, Blackhawk, whose products are sold by Barnes & Noble (NYSE: BKS - News), Apple's (NASDAQ: AAPL - News) iTunes, MasterCard (NYSE: MA - News), Nordstrom (NYSE: JWN - News), Home Depot (NYSE: HD - News) and Sears (NASDAQ: SHLD - News). Not many people are aware that Safeway owns Blackhawk, but when this is no longer a secret, the stock should rise, comments Cramer. In addition, Safeway's supermarkets are "financially sound enough to add a half-billion dollars to its buyback program last Friday and offer a dividend," and he would get into the stock before its analyst meeting on Tuesday.
CEO Interview: David Pyott of Allergan (NYSE: AGN - News)
David Pyott discussed the company's developing program for neuropathic pain and its rapid growth in the opthalmology sector. "The great position we have is that Allergan is the largest company in the world in the medical aesthetics space," he said, noting the popularity of breast implants, Botox and Juviderm among plastic surgery customers. Pyott also mentioned an upcoming trial between Juviderm and Medicis' Restylane to see which treatment customers like better and lasts longer. After the interview, Cramer commented that Thomas Weisel Partners' downgrade of Allergan was unfair, and that he would back up the truck as soon as the stock's price dips.
-SeekingAlpha

Labels: AAPL, AGN, BKS, CBS, CCO, DAKT, HD, Jim Cramer, JWN, LAMR, MA, Mad Money, SHLD, SWY

Stocks edged higher on Tuesday as investors were cautious about taking new positions in a holiday-shortened week, but shares of jet aircraft manufacturer Boeing Co. (BA.N: Quote, Profile, Research) and Web search leader Google Inc. (GOOG.O: Quote, Profile, Research) hit record highs. Shares of Boeing rose 1.7 percent to an all-time high of $90.64 on the New York Stock Exchange and led the Dow higher after Korean Air Co. (003490.KS: Quote, Profile, Research) said it had ordered 25 aircraft from the company. Google shares also tore through the key $500 level, climbing 2.2 percent to $505.72 and ranking among the Nasdaq's biggest gainers. In recent months, Google has pulled away from its peers on the Internet by posting sustained growth that is three to four times faster than its rivals. At the same time, its closest competitor, Yahoo Inc. (YHOO.O: Quote, Profile, Research) is in turmoil over strategy. The Dow Jones industrial average <.DJI> was up 6.57 points, or 0.05 percent, at 12,323.11. The Standard & Poor's 500 Index <.SPX> was up 2.24 points, or 0.16 percent, at 1,402.74. The Nasdaq Composite Index <.IXIC> was up just 0.96 of a point, or 0.04 percent, at 2,453.68. "The market has soared seven out of the last eight weeks, so it's just a little pause to catch its breath," said Al Goldman, chief market strategist at A.G. Edwards in St. Louis, Missouri. "The nice thing is that the market is handling the profit taking so far in a very positive fashion. The week before Thanksgiving tends to be strong seasonally." U.S. financial markets will be closed on Thursday for Thanksgiving, and the stock market will close early on Friday. Shares of medical device maker Medtronic Inc. (MDT.N: Quote, Profile, Research) shot up 8.8 percent to $53.24 and were the top positive influence on the benchmark S&P 500 index, as the company posted a better-than-expected quarterly profit. Farm equipment maker Deere & Co. (DE.N: Quote, Profile, Research) said quarterly earnings rose a better-than-expected 19 percent on a turnaround in its equipment business, sending shares of the company up 4.7 percent to $93.60.
Shares of upscale department store operator Nordstrom Inc. (JWN.N: Quote, Profile, Research) rose 3.9 percent to $49.32 on the NYSE after it reported quarterly results late on Monday.
Source: Reuters.com

Labels: BA, Boeing, DE, GOOG, Google, JWN, MDT, Medtronic, Nordstrom, Stocks