Jim Cramer's Mad Money Review

Jim Cramer's Stop Trading Jan. 3rd

When the integrated oil companies are doing well, it's hard to make a case for buying refining stocks like Valero (VLO), Jim Cramer said Thursday on CNBC's "Stop Trading!" segment.
Still, he said, "I don't want to sell the refiners too much lower than here."
Speaking of ConocoPhillips (COP), which provided fourth-quarter estimates earlier, Cramer noted that the one bad part of its projection was its expectation that refining margins will decline from the third quarter.
Autos are currently the "worst neighborhood in the world," Cramer said. The Federal Reserve used to care about preserving the carmakers and the housing industry, but no more, Cramer said. Now, he added, the central bank seems to care only about the jobs report.
Published By TheStreet.com

Labels: COP, Jim Cramer, Stop Trading, VLO

posted by Stock Administrator @ 11:20 PM   0 Comments

Jim Cramer's Stop Trading Oct. 10th

Costco (COST), GAP (GPS), Valero (VLO), Chevron(CVX): Cramer prefers COST to other warehouse retailers because "They have an exciting thing… they made it so you can't regard it as a Wal-Mart or a Target." He also likes GPS because of its incentives for new management. In spite of warnings from Valero and Chevron, Cramer would keep the faith, because he has seen refining margins "explode" recently.
Published by SeekingAlpha.com

Labels: COST, CVX, Hot Stocks, Jim Cramer, Stop Trading, VLO

posted by Stock Administrator @ 2:07 PM   0 Comments

Jim Cramer's Mad Money Lightning Round June 5th

Aruba Networks (NasdaqGM: ARUN - News): 'Blowout quarter last week ... How about we wait for a pullback, before we back up the truck... If it goes below $20, you've got to be willing to pull the trigger.'Merrill Lynch (NYSE: MER - News): ' MER is not going to have any problem going over $100.00 ... Because MER is incredibly well-run. The sub-prime problems are in the past ... That stock needs to go higher right now. Buy, buy, buy!'Level 3 Communications (NasdaqGS: LVLT - News): 'I think this stock is going to finish the year - yes, and if I may be so bold... - at between $7 and $8. So any one of these declines is just another opportunity to load the boat up with LVLT.'Wal-Mart (NYSE: WMT - News): 'I got behind WMT in the mid-$40s, and I am not backing away now at $50. It's got much more upside.'Alcoa (NYSE: AA - News): ' I think Alcoa and Alcan are going to merge... You know I think that AA is not going to be public in a year if they don't get that deal...'Alcan (NYSE: AL - News)Dominion Resources (NYSE: D - News): 'I think that one may be a better diversified utility company than yours (Targa Resources). So let's make that switch.'Research In Motion (NasdaqGS: RIMM - News): 'That has the better fundamentals (than Palm.)'Freeport-McMoRan (NYSE: FCX - News)Qualcomm (NasdaqGS: QCOM - News): 'If you want to be in a semiconductor play that has to do with cell, I will send you to QualComm.'BHP Billiton (NYSE: BHP - News) CVRD (NYSE: RIO - News): ' ... among the cheapest mineral stocks ... It's just too darn cheap, too well-run and, ever since they were able to buy the largest nickel company ... this thing wreaks of monopoly!'Barnes & Noble (NYSE: BKS - News): 'I actually like very much the Barnes & Noble quarter, and they're buying back a lot of stock.'
Bearish calls:
Target (NYSE: TGT - News): ' ... sell, sell, sell... let's take a little off the table, and go into Wal-Mart.Aluminum Corp. of China (NYSE: ACH - News) 'The Chinese market is overheated. I liked this stock initially as a dividend play. Now that it only yields 2%.'Targa Resources (NasdaqGM: NGLS - News)Palm (NasdaqGS: PALM - News): 'You got lucky. I need you out of PALM. I would rather see you in Research In Motion ... You just lucky with that Elevation bid... I want to head to the hills, PALM. Sell, sell, sell!'Scholastic (NasdaqGS: SCHL - News): 'Oh, way too inconsistent. It's really hurt a lot of people.'Tesoro (NYSE: TSO - News): 'I want you to sell that. That move has peaked. Those margins cannot be sustained ... 'Valero Energy (NYSE: VLO - News): 'I want TSO and VLO sold.'RF Micro Devices (NasdaqGS: RFMD - News): 'I am not going to bless RFMD. Not on this show. No way ... I understand the speculative desire for RFMD, but I am not going to tell you to stay with it.'
Published by SeekingAlpha

Labels: AA, ACH, AL, ARUN, BHP, BKS, D, FCX, Jim Cramer, Lightning Round, LVLT, MER, PALM, QCOM, RIMM, RIO, VLO, WMT

posted by Stock Administrator @ 10:29 AM   0 Comments

Oil Prices Plunge

Oil prices plunged by more than $2 a barrel Tuesday on hopes that the inauguration of a new president in OPEC member Nigeria would contribute to a stable supply from the Niger Delta region.
A formal meeting over the weekend between U.S. and Iranian officials also soothed traders' concerns about a potential conflict between the two countries.
Light, sweet crude for July delivery dropped $2.05 to settle at $63.15 a barrel on the New York Mercantile Exchange. Before the long weekend, U.S. crude oil climbed more than $1 to $65.20 Friday. Monday there was no floor trade and no closing price in the U.S. because of the Memorial Day holiday.
Brent futures for July lost $1.58 to close at $68.15 a barrel on London's ICE Futures exchange. In other trading, gasoline futures fell 10.58 cents to settle at $2.2979 a gallon after several refineries restarted on Tuesday. Dow Jones Newswires reported that Alliance Oil's refinery in Belle Chasse, La., and Valero Energy Corp.'s refinery Delaware City, Del., are both restarting. Together, the refineries process 428,500 barrels of crude oil a day.
Traders had bid up futures prices before the Memorial Day holiday, the unofficial kickoff to the summer driving season. However, retail gasoline prices fell last week, the Energy Information Administration reported.
The average retail price for gasoline dipped less than a penny to $3.209 a gallon from $3.218 a gallon in the previous week. Prices, though, are still 34.2 cents higher than a year ago.
Heating oil futures slipped 7.01 cents to finish at $1.8690 a gallon on the Nymex, while natural gas prices fell 4.9 cents to $7.591 per 1,000 cubic feet.

Labels: USO, VLO

posted by Stock Administrator @ 5:06 PM   0 Comments

Jim Cramer's Mad Money Lightning Round Mar. 28

JPMorgan Chase (NYSE: JPM - News): 'I think that the company itself is really good. At $47, nice 9% pullback. Probably worth buying, but let me tell you something... It doesn't yield 3%... 'Bank of America (NYSE: BAC - News): 'I've got BAC that yields 4% ... This stock should pull back .... If it goes below $20, then you do a little buying. 'Jones Soda (NasdaqCM: JSDA): 'But JSDA, other than HANS, is the fastest grower out there. I'm doing a lot of work on JSDA... Do not lose sight of that!'Hansen Natural (NasdaqCM: HANS)Accuray (NasdaqGM: ARAY): 'I think you're fine.'Harsco (NYSE: HSC - News): 'I think that this is a quintessential great industrial management company ... that's the kind of stock to buy right here. HSC, only about $1 off its high, but notice how it's held up. It is not that linked to housing. It is mostly industrial equipment.'Cummins (NYSE: CMI - News)Parker-Hannifin (NYSE: PH - News)Caterpillar (NYSE: CAT - News)Terex (NYSE: TEX - News)Lamson & Sessions (NYSE: LMS - News): 'Remember, I felt that this company is a natural to be acquired. They are in talks ... I think this company is worth substantially higher than where it's selling ... I am not worried about the earnings, and the P/E is very low. In other words, continue to buy LMS... 'VeriFone (NYSE: PAY - News): ' I think that PAY - which is linked to retail - is a fabulous stock. I am surprised it's come down this much from its high. I actually want to load up the truck with PAY right here. That's too cheap!'Charter Communications (NasdaqGM: CHTR): 'Do not lose heart! This is a play off of what I regard as being the 'virtuous circle' of being able to refinance, now that rates have come down... CHTR is good ... I want you to buy it.'Comcast (NasdaqGS: CMCSA)Time Warner (NYSE: TWX - News)Allegheny Technologies (NYSE: ATI - News): 'Don't forget that you need ATI steel when you build an ethanol plant, and that stock's off nicely from its high. I'm pulling the trigger right here!'Disney (NYSE: DIS - News): 'DIS is doing very well, it's got superior management. It's pulled back $1.50. I'll pull the trigger on DIS.'
Bearish calls:
Six Flags (NYSE: SIX - News): 'is a speculative stock ... I did not put that in the same league as DIS... I will wait until we go to Six Flags, before I will make the determination.'
Bearish calls:
Valero Energy (NYSE: VLO - News): 'I am beginning to think that VLO has had its run. Sell, sell, sell!'
Published by SeekingAlpha

Labels: ATI, BAC, CAT, CMI, DIS, HSC, Jim Cramer, JPM, LMS, PAY, PH, SIX, TEX, TWX, VLO

posted by Stock Administrator @ 4:16 PM   0 Comments

Jim Cramer's Mad Money Lightning Round Feb. 2

Bullish calls:
Nymex Holdings (NYSE: NMX - News): 'This stock does nothing but go up. ... Stick with it.'Grainger (NYSE: GWW - News)Wesco (NYSE: WCC - News): 'Did you see the explosion in that stock this week off the quarter? ... Still very, very cheap. I am recommending it heartily.'Chevron (NYSE: CVX - News): 'Holy cow! ... I look for the dividend to go up. I look for another buyback. I think you should back up the truck. That's my favorite integrated oil.'Devon Energy (NYSE: DVN - News)Amgen (NasdaqGS: AMGN)Genentech (NYSE: DNA - News)Celgene (NasdaqGS: CELG)Hewlett-Packard (NYSE: HPQ - News): ' ... is not just a PC assembler ... this is a technology company, run by Mark Hurd, who I think is the best. ... I need you to load up the boat, Hewlett-Pacakrd, that's best in show.'Valero Energy (NYSE: VLO - News): 'Not bad. ... it's a cheap stock ... 'Archer Daniels Midland (NYSE: ADM - News): 'If I want to refine these days, I'm gonna refine soybean or corn. I'm buying Archer Daniels Midland.'Amor Holdings (NYSE: AH - News)General Dynamics (NYSE: GD - News)L-3 Communications (NYSE: LLL - News)
Bearish calls:
1-800-Flowers.com (NasdaqGS: FLWS): 'It doesn't deserve to be owned. We're ixnaying.'Sirius Satellite Radio (NasdaqGS: SIRI): 'You know that stock ain't going anywhere. ... I want you to sell it nine ways to Super Bowl Sunday. 'Medarex (NasdaqGM: MEDX): 'This is precisely what I'm railing against at this juncture.'Illumina (NasdaqGM: ILMN): 'Not a good quarter. Expenses are going to rise. ... I need you out of that stock, and I want you to sell it right now.'Force Protection (NasdaqCM: FRPT): 'I think you need to go with the majors here.'
Published by SeekingAlpha

Labels: ADM, AH, CELG, CVX, DNA, DVN, FLWS, FRPT, GD, GWW, HPQ, ILMN, Jim Cramer, LLL, Mad Money, MEDX, NMX, SIRI, VLO, WCC

posted by Stock Administrator @ 11:10 AM   0 Comments

Stock Watch for Today

Gilead Sciences (NasdaqGS:GILD - News) beat earnings on Wednesday after the close, announcing $0.78 EPS over an expected $0.68 EPS. GILD's PowerRating is 5.
Google (NasdaqGS:GOOG - News) beat earnings Wednesday afternoon with $3.18 EPS over an anticipated $2.91 EPS. GOOG's PowerRating is 5.
Archer-Daniels (NYSE:ADM - News) reports quarterly earnings on Thursday before the bell; look for $0.60 EPS. ADM's PowerRating is 4.
Boston Scientific (NYSE:BSX - News) is expected to announce $0.17 EPS on Thursday morning. BSX's PowerRating is 4.
When Exxon Mobil (NYSE:XOM - News) reports earnings Thursday morning, look for $1.51 EPS. XOM's PowerRating is 5.
International Paper (NYSE:IP - News) is expected to announce $0.35 EPS Thursday morning. IP's PowerRating is 4.
Analysts are watching for Valero Energy (NYSE:VLO - News) to report $1.37 EPS Thursday before the market opens. VLO's PowerRating is 3.
PowerRatings are courtesy of PowerRatings.net

Labels: ADM, BSX, GILD, GOOG, Hot Stocks, IP, VLO, XOM

posted by Stock Administrator @ 9:28 AM   0 Comments

posted by Stock Administrator @ 10:34 AM   0 Comments

Jim Cramer's Mad Money Lightning Round Jan. 19

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

posted by Stock Administrator @ 9:47 AM   0 Comments

Mad Money Lightning Round Jan. 18

Bullish calls:
Denny's (NASDAQ: DENN - News): ‘ is so right ... a restructuring story ... paying off debt ... earnings going to go up. Getting to where it should have been two years ago. Two thumbs up, way up.’Mentor (NYSE: MNT - News): ‘There's room for Mentor, but it is not as good as AGN.’Allergan (NYSE: AGN - News)MasterCard (NYSE: MA - News): ‘Pull the trigger [buy] . ... There's nothing wrong, we just found out JPMorgan had 17% growth in the credit card business ... I'm staying bullish ... been bullish for 50 points ... not backing away.’Immucor (NASDAQ: BLUD - News): ‘This company does terrific laboratory work. ... Well-run, it's a good company ... fabulous growth. Sells about one times earnings. What's not to like?’Global Sources (NASDAQ: GSOL - News): ‘You know, I like this company. You know, it's an Internet play ... hit 52-week high ... but I'm not backing away.’Duke Energy (NYSE: DUK - News): ‘They've restructured the company ... so well-run ... I like the utilities here, and Duke is one of the best in the country.’Genentech (NYSE: DNA - News)
Bearish calls:
Ship Finance International (NYSE: SFL - News):‘Too many very large carriers being built. That could drive the rates down. They may not be able to pay the dividend. Put me in the Don'tBuy" camp.’Valero Energy (NYSE: VLO - News): ‘Mutual funds are piling out of Valero. ... Even though it's dirt cheap, I don't want you to buy Valero.’MGM Mirage (NYSE: MGM - News): 'Ring the Register!’MGI Pharma (NASDAQ: MOGN - News)

Labels: AGN, BLUD, DENN, DNA, DUK, GSOL, Jim Cramer, Lightning Round, MA, Mad Money, MGM, MNT, MOGN, SFL, VLO

posted by Stock Administrator @ 10:01 AM   0 Comments

7 Stocks You Need to Know for Monday

LifeCell (NASDAQ:LIFC - News) reports earnings on Monday before the open, with analysts looking for $0.16 EPS. LIFC's PowerRating is 4.
Schnitzer Steel (NASDAQ:SCHN - News) reports earnings on Monday morning; watch for $0.99 EPS. SCHN's PowerRating is 6.
Big-cap earnings season for 2007 begins on Tuesday, when Alcoa (NYSE:AA - News) reports earnings in the afternoon. Watch for heightened volume and price action ahead of the announcement. AA's PowerRating is 5.
Oil prices today bounced back after heavy losses from the past 2 sessions. Watch major energy companies during this period of heightened volatility, like Exxon Mobile (NYSE:XOM - News), ConocoPhillips (NYSE:COP - News), and Valero Energy (NYSE:VLO - News). XOM's PowerRating is 6, COP's PowerRating is 7, and VLO's PowerRating is 6.
The tech sector continues to be under pressure, with a downgrade for Intel (NASDAQ:INTC - News) and a profit warning from Motorola (NYSE:MOT - News). INTC's PowerRating is 5, and MOT's PowerRating is 4.
PowerRatings are courtesy of PowerRatings.net

Labels: AA, COP, INTC, LIFC, MOT, SCHN, VLO, XOM

posted by Stock Administrator @ 9:50 AM   0 Comments