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

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

The Dow closed down 211 points and the Nasdaq finishing down 34. The S&P 500 has now given up all of its gains on the year. Najarian continues to like the four horseman names like Apple (AAPL), Google (GOOG) and Research In Motion (RIMM) which showed strength on Wednesday. Adami recommended getting long General Motors (GM) right here with a specific stop price in mind. Finerman found it strange that Fannie Mae (FNM) went up Wednesday. Crude oil came close to $100 on Wednesday, but fell just short and finished the day at $97.19. Gartman feels the stock market is behaving horribly and he is short names like Harley-Davidson (HOG), Tiffany (TIF) and Coach (COH) and long Microsoft (MSFT)and Apple (AAPL). Gartman's favorite position right now is short Cummins (CMI).
CNBC Pharmaceuticals Reporter Mike Huckman joined the show to discuss his take on big pharma stocks. Huckman explained that Pfizer (PFE) is having issues with safety concerns on a stop smoking drug, falling Lipitor sales and generic competition. Huckman also mentioned that Merck (MRK), Eli Lilly (LLY) and Bristol Myers (BMY) were all down on Wednesday. Finerman likes Johnson & Johnson (JNJ).
Investors tend to sell their biggest losers towards the end of the year to reduce the tax hit they take from their winners. Some of the names at 52-week lows are Citigroup (C), Pfizer (PFE), Merck (MRK), J.C. Penny (JCP), Capital One Financial (COF), Advanced Micro Devices (AMD) and AIG (AIG).
Word on the Street
Macke recommended buying The Gap (GPS) on dips. Finerman likes Limited (LTD) on valuation. Adami suggested buying Citi Trends (CTRN) ahead of earnings for Monday. Najarian likes Target (TGT) for its valuation in retail.
Deere & Company (DE) traded up 5% after profits rose 52%.
Najarian suggests looking at Agco (AG)
Najarian noted strong call options trading activity on Tibco Software (TIBX).
Pops & Drops
Pops - Google (GOOG) traded up 2%
U.S. Steel (X) traded up 5% also bucking the down trend in the market.
Drops - Tesoro (TSO) fell 3%
American International Group (AIG) fell 6%.
Circuit City (CC) fell 6% after a JPMorgan analyst downgraded the stock.
Jamba Juice (JMBA) plunged 30%
Final Trade
Macke says don't buy stocks if you don't have to and Adami and Finerman just gave thanks in the holiday spirit.
Najarian likes Apple (AAPL) and he thinks the stock will explode into January.

Labels: AAPL, BMY, CMI, CNBC, CNBC's Fast Money, COF, COH, Fast Money Recap, FNM, GM, GOOG, HOG, LLY, LTD, MRK, MSFT, pfe, RIMM, TGT, TIF

The Dow closed up 51 points and the S&P 500 finished up 6 points. Crude oil is closing in on $100 as we near Thanksgiving. John Kilduff, an analyst at MF Global, joined the show to discuss his take on oil. He predicts the top on crude could be in area of $108 to $110. Adami favors Chevron (CVX), which he feels is cheaper then ExxonMobil (XOM). He advises looking at refiners like Tesoro (TSO) here. Finerman owns Tesoro and she is also looking at buying ConocoPhillips (COP).
Regional airlines are benefiting from the delays and congestion at larger airports. Airlines like Midwest (MEH) and Allegiant (ALGT) are benefiting from this trend. Adami says the way to play this trend is to buy the private jet makers like Textron (TXT), General Dynamics (GD), Embrear (ERJ) and Honeywell (HON).
For Defensive stocks Najarian likes Merck (MRK), Genentech (DNA) and Biogen (BIIB). However, Finerman would get defensive with names like Altria (MO) and Kraft (KFT). Adami also recommends Altria, Unilever (UL) and Procter & Gamble (PG).
Word on the Street
Target (TGT) reported a 4.4% fall in profits.
Whole Foods Market (WFMI) reported a decline in fourth-quarter profits, but sales top Wall Street estimates.
Google (GOOG) trades up 4% after Credit Suisse raised their price target to $900. Najarian believes names like Research In Motion (RIMM), Google and Apple (AAPL) are starting to show strength again. He would look to get back into these stocks around these levels. Adami prefers Microsoft (MSFT).
Najarian would keep an eye on ISIS Pharmaceuticals (ISIS) and Sangamo Biosciences (SGMO).
Pops & Drops
Pops - Barnes & Noble (BKS) traded up 13% after reporting higher internet sales.
Exxon (XOM) traded up 4% after UBS upgraded the stock.
Kraft (KFT) traded up 2%.
Utilities EFT (XLU) traded up 1%.
Drops - Office Depot (ODP) fell 7% after reporting a 9% decline in profits.
Echostar (DISH) fell 7%
Ericsson (ERIC) fell 12%
Hovnanian (HOV) fell 9%.
GameStop (GME) fell 4% after the video game maker missed analyst estimates.
Saks (SKS) fell 2% after missing estimates.
Final Trade
Macke likes the price action in Microsoft (MSFT).
Adami recommends Freeport McMorRan (FCX).
Finerman says to short the iShares Dow Jones US Real Estate ETF (IYR).
Najarian would purchase Pulte Homes (PHM) for a short term buy.

Labels: ALGT, BIIB, CNBC, CNBC's Fast Money, COP, CVX, DNA, erj, Fast Money, GD, HON, KFT, MEH, MRK, PG, TGT, TSO, TXT, ul, XOM

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

Target (TGT), J.C. Penney (JCP), Kohl's (KSS) and Lowe's (LOW)
Things are going to get uglier in retail, and that is the precise reason, according to Cramer, investors should go shopping in the sector; "It is so counterintuitive sometimes to be right," he went on. "But all of my career, the biggest money I've made is when I was counterintuitive. Retail is awful, the numbers will be awful and you need to buy."
Cramer suggests buying some usually strong retail names such as TGT, which should sell its credit card division, JCP, KSS and LOW. He believes the decline in the stocks may not be due to selling, but may be in anticipation of the National Retail Association's prediction of a sluggish holiday season.
"We should have a cathartic down leg if the same-store sales are as bad as I think, but it's entirely possible that that's when the hedge funds that have been very short this group cover," Cramer predicted.
He suggests buying half a position in retail now and half when the fundamentals get worse. However, he adds the stock prices might not necessarily drop.
Published by SeekingAlpha

Labels: JCP, Jim Cramer, KSS, LOW, TGT, Wall Street Confidential

Bullish calls:
Amazon (AMZN): 'There's somebody who does a lot of shipping, and a stock I like. Let's wait for that stock to pull back.'
AK Steel (AKS)
Reliance Steel (RS)
Vulcan Materials (VMC)
DynCorp (DCP): 'The stock's up at $23, but I've got to tell you something, I think it's has more to it.'
Celgene (CELG): 'We've been buying CELG since $54-55, when Bob Hugin, the excellent COO... gave us the upside.'
Transocean (RIG):' I'd rather see you in RIG.'
Global Santa Fe (GSF):
Schlumberger (SLB)
Gardner Denver (GDI): ' … even though it was up yesterday, I'd rather see you in Gardner Denver.'
Bearish calls:
China Precision (CPSL)
Heelys (HYLS): 'HLYS is a broken stock and a broken company. I cannot think of a reason to own it.'
Alcan (AL): 'I want you to hang up right now and sell, sell, sell... You've won my friend. You can only lose.'
Texas Industries (TXI)
China BAK Battery (CBAK): 'All I know is, if you're greedy on these, you will get annihilated. I want you to take half off right now, and let the rest run.'
Target (TGT): 'I can't think of a catalyst to move it.'
Bare Escentuals (BARE): 'I want to stay away from the fragrance group. I've got nothing good to say about it.'
Avon Products (AVP)
International Flavors & Fragrances (IFF)
United Parcel Service (UPS): ' … when the economy slows, you don't want to be in these stocks.'
FedEx (FDX)
Hansen Medical (HNSN): 'I want you to take the gain. There are better fish to fry.'
J.C. Penney (JCP): 'JCP's an inexpensive stock that I don't have a catalyst (for) … Don't buy, Don’t buy.'
Kohl’s (KSS)
Vanda Pharmaceuticals (VNDA): 'I'm saying no to VNDA, and I want you to buy CELG.'
Hercules Offshore (HERO)
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Labels: AKS, AL, AMZN, AVP, BARE, CBAK, CELG, CPSL, FDX, GDI, GSF, HYLS, Jim Cramer, Lightning Round, RIG, RS, SLB, TGT, TXI

On Wednesday, Cramer said, “For everyone who missed out on the 400-point rally yesterday and today, I have one thing to say: It’s not too late, you've barely missed a thing.” Proof: Cramer said when the Fed realized the extent of its problems back in 1990, it was a great time to get into the market. Since then: Dow Jones up 10,000 points. People shouldn’t pay attention to the “negative Nancies” that have been scared out of the market. Cramer says the rate cut has been great for so many stocks. Including: Kohl’s (KSS), Target (TGT), as well as the banks. Also: Wachovia (WB), Downey Financial (DSL), and FirstFed Financial (FED). Cramer is still in the middle on homebuilders. He wouldn’t touch Lennars (LEN) or KB Homeses (KBH), but wouldn’t short them anymore.
AT&T (T): Cramer spent the next segment telling why AT&T is a good buy. It has a good dividend and has “totally reinvented itself as a growth company” by investing in telco companies. AT&T CFO Rick Linder was welcomed to the show and said the telco industry is resurging. Their wireless data, broadband, and video division are all taking off as well. Their acquisition of Apple’s iPhone has been largely successful, especially since its price drop to $200.
Mad Mail: writer commented on Cisco's (CSCO) recent acquisition of wireless solutions company Cognio and asked if all WiFi companies are headed down the bandwidth road to the extent that Level 3 Communications (LVLT) will soon experience explosive revenue and profit growth.
Am I Diversified? Cramer’s first caller asked if he was diversified with the following five stocks: Apple, Noble (NE), Potash (POT), Research In Motion (RIMM) and Schlumberger (SLB). Cramer pointed out two pairs with Apple and RIMM, and Noble and Schlumberger. Throw out Noble and Apple and add a defense play like Northrop Grumman (NOC) and a financial like Wachovia. Separately, Cramer said he prefers Deere (DE), Monsanto (MON) and Bunge (BG) to Potash.
His second caller named these five picks: Genentech (DNA), Fuel-Tech (FTEK), NightHawk Radiology (NHWK), L-1 Identity Solutions (ID) and US Gold (UXG). Cramer told the caller she had too much of a gambling portfolio with too many speculative stocks like ID, FTEK and UXG. He suggested getting out of those and into less speculative names.

Labels: ATT. T, CSCO, DE, DSL, Fed, Jim Cramer, KSS, LEN KBH, LVLT, Mad Money, Mad MOney Recap, MON, NE, NOC, POT, RIMM, TGT, WB

The Fed's 50 point cut on Tuesday sparked the stock market, and CNBC's "Fast Money" discussed why the bulls are running, and what it means for financial stocks:Najarian: Tuesday's actions all about the financials. Financial Select Sector SPDR, ton of volume in call options.Macke: Can't be short financials now.Adami: continues to like financials; Lehman Brothers(LEH), Goldman Sachs (GS) and Morgan Stanley (MS)All Clear on Wall Street? CNBC's Charlie Gasparino discussed whether brokers are a buy now. Gasparino feels confident about most of the brokers except Bear Stearns (BSC)--lease diversed and tied to credit markets.OIL: Crude oil hit another record touching $81.51 and gold traded to $735, its highest level in 27 years. Author Dennis Gartman: Shocked by feds decision. Thinks stock market will continue to climb.Housing Market: Adami: housing stocks are back for a trade. He likes Hovanian, (HOV), Toll Brothers (TOL) and Pulte Homes (PHM)Finerman: Still likes Home Depot(HD), which she owns for its cheap valuation.Word on the Street: Cummings (CMI) and Caterpillar (CAT) exploded higher on the Fed cut. Najarian: Thinks CAT has much more upside to come.Global: China and Brazil's markets soared on the rate cuts. Tim Seymour, Principal at Red Star Asset Management, joined the crew to discuss the emerging markets. Seymour likes gold and Brazil ETF (EWZ)Face 2 Face:Viewer writes: "What happened to the recommendation to get out of gold if the Fed dropped its rates?" Adami reiterated his bearish stance on gold.Viewer writes: "Should I sell my October $195 call options on Goldman Sachs (GS) now or is there still more upside?" Najarian- feels strong about GS, but you should take half the position off before earnings.Viewer writes: "What is your outlook for Tiffany's (TIF) as the holiday season approaches?" Macke is positive about Tiffany's and Blue Nile (NILE)Pops & Drops:Pops: Macke-Caterpillar (CAT), Finerman-Target (TGT), Adami-Alcoa (AA)-could be bought out by Najarian's pick-Billiton (BHP), and Finerman-Wendy's (WEN)Drops: Najarian-E*Trade (ETFC), Macke-Hovnanian(DOG), Adami-Boeing(BA)Final Trade:Macke- Macy's (M)Finerman- Altria (MO)Adami- Nucor (NUE)Najarian- Companhia Vale do Rio Doce (RIO)

Labels: BHP, BSC, CAT, CMI, CNBC, ETFC, EWZ, Fast Money, GS, HD, HOV, LEH, MS, NILE, PHM, SPDR, TGT, TIF, TOL, WEN

Allergan (NYSE: AGN - News)LifeCell (NasdaqGS: LIFC - News): 'I'm not going to run away from MRX now. I think Jonas Shaknai can deliver. I think you've got a good one in LIFC.'Synchronoss Technologies (NasdaqGM: SNCR - News): 'This is just the kind of consistent service business I like ... I think Goldman gave it away.'Level 3 Communications (NasdaqGS: LVLT - News)Wal-Mart (NYSE: WMT - News): ' ... the turn is at hand and, if Lee Scott leaves... plus 5... 'Time Warner (NYSE: TWX - News): 'They're going to break the company up, because it's too difficult to understand... I told my friend, Regis Philbin, recently to please not give up on TWX.'Tellabs (NasdaqGS: TLAB - News): 'Someone has to acquire them ... I am going to violate my rules... and I am going to say ... own TLAB... I hope that I don't have to pay for that one.'Celgene (NasdaqGS: CELG - News): 'I am reiterating that, if you want regular bio, you go with Celgene.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): ' ... if you want a little speculative, you go with Nastech.'
Bearish calls:
Target (NYSE: TGT - News): 'I would ring the register for TGT...'Ryanair Holdings (NasdaqGS: RYAAY - News): 'I think that oil's going to $80 a barrel ... I think this group is just really bad. Sell, sell, sell!...'Genentech (NYSE: DNA - News): ' I am saying ix-nay on your DNA, unfortunately... Sell, sell, sell!... '
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Labels: AGN, CELG, DNA, Jim Cramer, LIFC, Lightning Round, LVLT, NSTK, RYAAY, SNCR, TGT, TLAB, TWX, WMT

A Reliab-Oil Stock: XTO Energy (NYSE: XTO - News)
Cramer says he has finally found the "perfect" oil company which takes advantage of high oil prices by exploiting new properties rather than just buying back stock. XTO has risen 14% since Cramer recommended it in March, and with its recent acquisition of Dominion Resources, it should see double-digit growth for four or five years, according to Cramer.
Interview with Duncan Niederauer, president and co-COO of NYSE Euronext (NYSE: NYX - News)
Cramer's growth stock for 2007, NYX, is down 15%, but he is not backing away. While Euronext is growing rapidly, Cramer admits NYX is turning into the "worst performing" stock he's seen. Duncan Niederauer commented NYX is the only multi-product exchange; "It's still a wonderfully scaleable business, and a lot of the market doesn't know how to evaluate us because we're not quite as attractive as the derivative-only exchanges," he told Cramer. However, he added that NYX is still more attractive than the equity-only exchanges. Concerning derivatives, Niederauer said, "The U.S. futures market is still a hole in our global footprint .... The only way in is an acquisition." Cramer commented on how rapidly NYX drops, and Niederauer conceded NYX "trades in a very choppy way for a large-cap company." Although he can't predict when NYX will start moving up, Cramer says he is sticking with NYX.
Sell Block: Norfolk Southern (NYSE: NSC - News), Johnson & Johnson (NYSE: JNJ - News), Guess? (NYSE: GES - News), Monster Worldwide (NasdaqGS: MNST - News)
While Cramer's predictions of NSC 's and JNJ 's declines were fulfilled, and GES jumped as he expected, Cramer admitted he missed "the big one" of the week, namely, the selloff and vitality in the bond market. The lesson from this error is "You ignore what the big institutional investors are doing at your own peril," Cramer said, and added investors should not overlook the bond market. Cramer is still hopeful that MNST will win a bid and believes the new CFO,Timothy Yates, will make moves toward selling the company.
Mad Mail: Wal-Mart (NYSE: WMT - News), Target (NYSE: TGT - News), Lowes (NYSE: LOW - News), Verizon (NYSE: VZ - News)
Cramer says WMT's risk reward is superior to TGT's, which should be sold because it has increased substantially. Since WMT is not currently buildng new stores, the company can buy back stock and revamp its existing stores. Cramer adds he also likes LOW. He told another viewer Verizon has a solid yield and increasing growth. Concerning what action to take in the decline, Cramer coached his viewers; "Let it come in -- let the market open down ... If it opens up, do some selling. Don't do any buying. I'll tell you when I think it's overdone."
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Labels: GES, Jim Cramer, JNJ, LOW, Mad Money, MNST, NSC, NYX, TGT, VZ, WMT, XTO

Wall Street advanced Wednesday, driving the Dow Jones industrials above 13,600 for the first time on another wave of takeover activity and an increase in oil and gasoline stockpiles.
Alcan Inc. rebuffed a $27.6 billion hostile bid by aluminum competitor Alcoa Inc., and Canadian media reported that Australian mining giant BHP Billiton Ltd. might make its own offer.
The bidding battle rumors came amid a New York Post report that EMI Group Chief Executive Jim Fifield might be in the final stages of planning an offer to buy the music company. And late Tuesday, Payless ShoeSource Inc. said it will buy competing shoe store chain Stride Rite for about $800 million, while real estate investment trust Crescent Real Estate Equities Co. said it will be bought by another real estate investment firm, Morgan Stanley Real Estate, for about $2.34 billion.
Investors appear to be unperturbed by the slow economy and focused more on corporate America's strength. About $2.3 trillion worth of deals have been announced so far this year, according to financial data provider Dealogic, and the tally is on track to beat last year's record $4 trillion.
Robust earnings reports from companies including Target Corp. and Medtronic Inc. and a solid rebound in U.S. gasoline inventories also encouraged investors to resume their buying. The Energy Department said gas inventories rose by 1.5 million barrels in the latest week, nearly twice the amount the market expected.
In mid-morning trading, the Dow Jones industrial average rose 60.46, or 0.45 percent, to 13,600.41.
Broader stock indicators were also higher. The Standard & Poor's 500 index advanced 7.72, or 0.51 percent, to 1,531.84, and the Nasdaq composite index gained 11.72, or 0.45 percent, to 2,599.74.
Published by AP

Labels: AA, AL, CEI, MDT, PSS, TGT

Isdell Adds Life to Coke (NYSE: KO - News)
Continuing his series on "transformational CEOs," Cramer discussed Neville Isdell who transformed the "has been" company into one that is looking beyond carbonated beverages to new growth opportunities. Under previous management, Coke missed the opportunity to buy Quaker Oats and Gatorade, which was purchased by its nemesis, Pepsi. After losing significant ground, Coke is back, and its last quarter was " a wonder to behold," said Cramer. The company is expanding internationally and Cramer calls Coke Zero a "success story." He thinks this is just the beginning of Coke's comeback.

Next Week's Game Plan: Game Stop (NYSE: GME - News), Analog Devices (NYSE: ADI - News), Target (NYSE: TGT - News), CA (NYSE: CA - News), Dick's Sporting Goods (NYSE: DKS - News), Under Armour (NYSE: UA - News), Nike (NYSE: NKE - News)
Cramer would buy GME ahead of its Wednesday report, but only if it is down on Monday or Tuesday, and he also suggests buying ADI before its Tuesday report. He would pick up TGT and CA before they report earnings on Wednesday and would buy more TGT after Wednesday. Cramer would invest in UA and NKE before DKS reports on Wednesday.
Risky Delphi (Other OTC: DPHIQ.PK - News)
Although Delphi is bankrupt, trades on pink sheets and is around only $2 a share, three qualities he avoids in any stock, Cramer thinks "this company might have something big going on." First, Cerberus Capital Management and Appaloosa Management are offering Delphi a deal that would help get the company out of bankruptcy and may bring the stock up double. While Highland Capital Management values Delphi even higher, Cramer thinks the first deal is more likely to materialize. The stock is too risky for Cramer, who sees a two down, five up scenario; "but the two down could come first." However, he thinks Delphi may have an interesting story for the risk-takers.

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Labels: ADI, CA, DKS, GME, Jim Cramer, KO, Mad Money, NKE, TGT, UA

J.C. Penney (NYSE: JCP - News), Kohl's (NYSE: KSS - News), Wal-Mart (NYSE: WMT - News), Target (NYSE: TGT - News), Home Depot (NYSE: HD - News)
Cramer thinks retail stocks will improve with the weather and should rise in the summer. April was stormy for consumer spending, gas prices, and housing, and it was also, well, stormy; "I wish that retail was more immune to the weather, but it isn't," Cramer said, noting when the weather improved the last 1o days of April, so did the stocks. Cramer would buy JCP, KSS, and reversing preferences, he says he now likes WMT better than TGT. He was worried that a bad report and a negative forecast from HD would bring down the rest of the sector, but he did not expect the macro number and the healthy consumer price index to give the market momentum. Since the number indicated inflation is not a major problem, Cramer declares a Fed rate cut is "back on the table."
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Labels: HD, JCP, Jim Cramer, KSS, TGT, Wall Street Confidential, WMT

J.C. Penney (NYSE: JCP - News), Kohl's (NYSE: KSS - News), Wal-Mart (NYSE: WMT - News), Target (NYSE: TGT - News), Home Depot (NYSE: HD - News)
Cramer thinks retail stocks will improve with the weather and should rise in the summer. April was stormy for consumer spending, gas prices, and housing, and it was also, well, stormy; "I wish that retail was more immune to the weather, but it isn't," Cramer said, noting when the weather improved the last 1o days of April, so did the stocks. Cramer would buy JCP, KSS, and reversing preferences, he says he now likes WMT better than TGT. He was worried that a bad report and a negative forecast from HD would bring down the rest of the sector, but he did not expect the macro number and the healthy consumer price index to give the market momentum. Since the number indicated inflation is not a major problem, Cramer declares a Fed rate cut is "back on the table."

Labels: HD, JCP, Jim Cramer, KSS, TGT, Wall Street Confidential, WMT