Jim Cramer's Mad Money Review

Texas Utilities (NYSE: TXU - News), Exelon Corp. (NYSE: EXC - News), Edison International (NYSE: EIX - News), Dominion (NYSE: D - News): Since the Texas Utilities buyout "changed the equation," Cramer says he is "scared to death to bet against this group," and adds that EXC, EIX and D are all undervalued.
Total System (NYSE: TSS - News), Synovus (NYSE: SNV - News), Aon (NYSE: AOC - News), Marsh McLennan (NYSE: MMC - News), Ross Stores (NasdaqGS: ROST - News), Cheesecake Factory (NasdaqGS: CAKE - News): Cramer lists companies that could get snapped up it the private-equity buyout frenzy: TSS and parent company SNV, Aon and "headless horseman" MMC (whose CEO Michael Cherkasky may soon end up on Cramer's CEO Wall of Shame), ROST, and CAKE.

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Labels: AOC, CAKE, D, EIX, EXC, Jim Cramer, MMC, ROST, SNV, Stop Trading, TSS, TXU

Adobe Systems (NasdaqGS:ADBE - News) beat earnings Tuesday, with $0.30 EPS over an expected $0.29 EPS. ADBE's PowerRating is 5.
Oracle (NasdaqGS:ORCL - News) also beat earnings on Tuesday after the close. ORCL reported $0.25 EPS versus expectations for $0.22 EPS. ORCL's PowerRating is 4.
Halliburton (NYSE:HAL - News) reported in Tuesday's session that they expect first-quarter earnings to come in below analyst forecasts. HAL dropped 6% in today's session. Watch for further price deterioration.
Cintas (NasdaqGS:CTAS - News) missed earnings Tuesday afternoon reporting EPS of $0.48, while expectations were for $0.52 EPS. CTAS's PowerRating is 5.
Federal Express (NYSE:FDX - News) reports quarterly earnings on Wednesday morning before the bell, with analysts looking for $1.33 EPS. FDX's PowerRating is 5.
Morgan Stanley (NYSE:MS - News) announces earnings on Wednesday morning; watch for $1.88 EPS. MS's PowerRating is 5.
Ross Stores (NasdaqGS:ROST - News) is set to announce its quarterly report before the bell; look for $0.66 earnings per share. ROST's PowerRating is 5.
PowerRatings are courtesy of PowerRatings.net

Labels: ADBE, CTAS, FDX, HAL, Hot Stocks, MS, ORCL, ROST

Watch the Profits: Nabors (NYSE: NBR - News), Limited Brands (NYSE: LTD - News), Motorola (NYSE: MOT - News), Circuit City (NYSE: CC - News), TJX (NYSE: TJX - News), Ross Stores (NASDAQ: ROST - News), Nokia (NYSE: NOK - News), Texas Instruments (NYSE: TXN - News)
Concerning the stronger-than-expected employment figure, Cramer told host Aaron Task that he likes a situation when half of the analysts think that the Fed should raise rates and the other half want the Fed to lower rates, since an environment is created in which profts cause less disappointment. He added that recently the market is "killing" companies with less than spectacular results, and Task noted that this trend has been noticeable with Nabors, Limited Brands and Motorola. Cramer mentioned that he wanted to recommend LTD because of its jump to $32 after the Victoria's Secret fashion show, but then it fell to $29, and Cramer said that he now prefers TJX and ROST. Task discussed BBY's better-than-expected sales and Cramer said he would double up on the retailer even though it has gone up. "Best Buy has a history of doing two things: disappointing or telling people it's going to disappoint in November and then giving an upside surprise in January," he said. "The fact that anyone is not wise to this is irritating," said Cramer, who urged viewers to buy the stock "hand over fist." Although Circuit City has been moving up with BBY, Cramer says it doesn't have the inventory controls, the good merchandising or a sales staff which pushes the more expensive products. He commented that he doesn't like the cell phone business, especially Nokia, and with Motorola struggling, he would avoid buying component players such as Texas Instruments, although he wouldn't necessarily sell it. Finally, Cramer recommended taking a "hard look" and Apple and picking it up.
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Labels: CC, LTD, MOT, NBR, NOK, ROST, TJX, TXN