Jim Cramer Blog

Here are 7 stocks for traders for Wednesday from TradingMarkets.com:
AAR Corporation (NYSE:AIR) reports earnings Wednesday morning, with analysts looking for $0.41 EPS. AIR's PowerRating is 5.
When Acergy (NasdaqGS:ACGY) announces quarterly earnings on Wednesday before the bell, watch for $0.31 EPS. ACGY's PowerRating is 6.
Wolverine World Wide (NYSE:WWW) should announce $0.28 EPS before the market opens on Wednesday morning. WWW's PowerRating is 4.
When Genentech (NYSE:DNA) announces earnings on Wednesday afternoon, analysts will be looking for $0.71 EPS. DNA's PowerRating is 4.
Analysts are watching for Ruby Tuesday (NYSE:RT) to report $0.47 EPS on Wednesday after the bell. RT's PowerRating is 4.
Chaparral Steel (NasdaqGS:CHAP) and YUM! Brands (NYSE:YUM) both report after the close on Wednesday, so watch for heightened price action and volatility ahead of the bell. CHAP's PowerRating is 5, and YUM's PowerRating is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: ACGY, AIR, CHAP, DNA, Hot Stocks, RT, WWW, YUM

Bullish Calls:
Ameriprise (NYSE: AMP - News): 'I continue to try to buy ... It keeps getting away from me. But it's still dirt cheap. I think this is a real winner.'AeroVironment (NasdaqGM: AVAV - News): 'I thought unmanned aerospace was going to be the next thing. ... I would actually pull the trigger right here. I would buy AVAP.'Portfolio Recovery Associates (NasdaqGS: PRAA - News): ' I remain bullish on Portfolio Recovery because anything that preys upon that weakened American consumer who needs help is a triple buy.'Spirit Aerosystems (NYSE: SPR - News): 'I think it's run too much. Can we put it in the Don'tBuy camp?'BE Aerospace (NasdaqGS: BEAV - News): 'the answer is bullish!'AAR (NYSE: AIR - News)Precision Castparts (NYSE: PCP - News)Barnes Group (NYSE: B - News): 'It's got railroads, it's got precision instruments; in other words, it's got bulls running with it. I like letter B.'Rio Tinto (NYSE: RTP - News)Companhia Vale Do Rio Doce (NYSE: RIO - News): [RTP, RIO BHP and FCX are the] ' four horsemen of another era, and you need to stay long these until I tell you otherwise.'BHP Billiton (NYSE: BHP - News)Freeport McMoRan (NYSE: FCX - News)Savient Pharmaceuticals (NasdaqGM: SVNT - News): 'You know this is one of my favorite stocks. Why would you leave it now?'Amazon.com (NasdaqGS: AMZN - News): 'I think Amazon's an up stock. ... I would continue to buy it.'Crocs (NasdaqGS: CROX - News): 'We're gonna get out of Crocs when we have four analysts recommending it. Right now we only have two. ... I'm staying long Crocs.'
Bearish calls:
Staples (NasdaqGS: SPLS - News): ' ... I have put people in this thing for a year now, and it hasn't moved. Sometimes you have to admit you're wrong and move on.'
Published By SeekingAlpha

Labels: AIR, AMP, AMZN, AVAV, B, BEAV, BHP, CROX, FCX, Jim Cramer, Lightning Round, Mad Money, PCP, PRAA, RIO, RTP, SPLS, SPR

Stocks with Fizz: Hansen Natural (NasdaqCM: HANS) and Jones Soda (NasdaqCM: JSDA)
Cramer made a comparison between HANS, a stock that moved all the way from 13 cents to $50, and JSDA, which has moved from 81 cents to $20. He would use a recent pull back to buy JSDA as a speculative play because it has room to run, even though it has doubled. Cramer notes both HANS and JSDA have western-centered markets, appeal to a younger demographic, and adds when HANS was starting out, the company, like JSDA, had only a few analysts covering it. Although Jones is focusing on the lackluster soda business rather than getting into energy drinks, it could take business from Coke or Pepsi, and its lack of expansion is indicates there is room to grow.

Benefit of the Doubt: RadioShack(NYSE: RSH - News) CEO Julian Day and Sears Holdings (NasdaqGS: SHLD) CEO Eddie Lampert
Continuing his series on CEOs who deserve the benefit of the doubt, Cramer discussed Radio Shack's CEO Julian Day and Sears Holdings' CEO Eddie Lampert, both of whom treat their retail companies as real business and work on making money rather than mindlessly putting up new stores and focusing on same-store sales to please analysts. Cramer praises Day for "restoring profitability" rather than expanding before RSH is ready, and says Lampert has a "Wall Street edge." He would buy both stocks.

Next Week's Game Plan: Veraz Networks, Comverge, Best Buy (NYSE: BBY - News), Circuit City (NYSE: CC - News), GameStop (NYSE: GME - News)
Cramer says Veraz Networks, a new IPO which will trade under the symbol VRAZ, is telco equipment and internet infrastructure company worth buying. While it works with voice over internet, it is not to be compared with Vonage which Cramer considers "the single worst IPO of my lifetime," since Vonage is just a retailer while Veraz works with infrastructure. It should be priced from $10 to $12, but Cramer would be willing to spend up to $14. However, he thinks new IPO, Comverge, which will trade under the symbol COMV, is too expensive at $15 to $17. He likes the fact that the Comverge's technology increases profits for utilities companies, but would not pay more than $12.50. Cramer would pay attention to BBY's earnings report on Wednesday, because CC is blinking, and would buy BBY if it declines. However, he doesn't like BBY as much as GME, "the hottest part of consumer tech."
Mad Mail: Dell (NasdaqGS: DELL), Hewlett-Packard (NYSE: HPQ - News), CarMax (NYSE: KMX - News), AutoNation (NYSE: AN - News), AAR Corp (NYSE: AIR - News), GOL Linhas Areas Inteligentes (NYSE: GOL - News)
Cramer says Dell is "dead money" and would buy HPQ because it is cheaper and better. Concerning KMX's "worrisome" conference call, Cramer says the company's permanent margins may be coming down and now prefers AN. Finally, Cramer said he is not backing away from AIR and told another viewer to get back into GOL which should move from $30 to $40.
Published By SeekingAlpha

Labels: AIR, AN, BBY, CC, COMV, DELL, GME, GOL, HANS, HPQ, Jim Cramer, KMX, Mad Money, RSH, SHLD, VRAZ

Caterpillar (NYSE: CAT - News) Terex (NYSE: TEX - News), Cummins (NYSE: CMI - News), Paccar (NasdaqGS: PCAR) and Manitowoc (NYSE: MTW - News)
Cramer declares it a “travesty of a mockery of a sham” that Caterpillar lingers at $63.16 while TEX, CMI, PCAR and MTW are up. On the other hand, he thinks the low price on his top stock of the quarter is a “sale on a best-of-breed stock” which is down 14% year over year. He believes the market is mistaken in grouping CAT with sluggish housing instead of with natural resources. Cramer would “ride” up Caterpillar, which should benefit from rising commodity prices and the end of the yen carry trade which will take the edge off the competition. With a $7.5 million buyback, Cramer thinks the company could bring up its own stock.

Regeneron Pharmaceuticals (NasdaqGM: REGN), Nastech Pharmaceutical (NasdaqGM: NSTK)
Cramer told the story of REGN, which was sitting at $5 two years ago, hit $24 and has settked at $18. This gain was accomplished with revenue decline and without a “concrete” product. Cramer predicts NSTK will be the next REGN, and although it is considered a "a comedy of errors” and doesn’t have a new drug in the pipeline, NSTK has money in the bank and the advantage that biotech trades “on hope.” In addition, Cramer noted the company has an effective obesity and insulin drug and has the only “pure play” on autism. Cramer urged interested investors to do homework on NSTK and use limit orders when buying.
Related: H.S Ayoub reports on the phase one test of NSTK's insulin spray.
Game Plan for the coming week: National CineMedia (NasdaqGM: NCMI), Verizon (NYSE: VZ - News), AT&T (NYSE: T - News), Sprint (NYSE: S - News), and Qwest (NYSE: Q - News), AAR (NYSE: AIR - News), General Mills (NYSE: GIS - News), Goldman Sachs (NYSE: GS - News)
On Monday, Cramer would buy NCMI, a “fast growing” company that makes cinema ads, and he notes NCMI has not moved since it went public. Concerning a $20 billion government phone contract reported in The Washington Post, Cramer believes Q is the most likely candidate, since T and VZ are too big and S is high because of takeover news. He suggested investors buy GS “hand over fist” on Monday because of its aggressive buyback plan, GIS ahead of its earnings on Thursday, and AIR before Wednesday.
CEO Interview: Peter van Stolk, Jones Soda's (NasdaqCM: JSDA)
When Cramer asked Peter van Stolk to account for Jone's great quarter, van Stolk credited his team’s hard work, strong sales and the introduction of the 12 ounce can; "I think the conversion to pure cane sugar is what's really taken it by the storm." Van Stolk said another advantage is “I can put [a photo] of your loved ones on a bottle of Jones Soda.” Competitors Coca-Cola and Pepsi lack the patent. Cramer thinks JSDA has more room to rise.

Published By SeekingAlpha

Labels: AIR, CAT, CMI, GIS, GS, Jim Cramer, JSDA, Mad Money, MTW, NSTK, PCAR, Q, REGN, TEX, VZ

Here are 7 stocks for traders for Wednesday from TradingMarkets.com:
Palm (NASDAQ:PALM - News) beat earnings on Tuesday after the close with $0.17 EPS over an expected $0.15 EPS. PALM's PowerRating is 5.
Chaparral Steel (NASDAQ:CHAP - News) beat earnings after the bell Tuesday, announcing $1.40 EPS over a consensus of $1.26 EPS. CHAP's PowerRating is 6.
AAR Corp (NYSE:AIR - News) announces earnings on Wednesday before the open; look for $0.33 EPS. AIR's PowerRating is 6.
Biomet (NASDAQ:BMET - News) reports quarterly earnings Wednesday morning, with analysts expecting $0.44 EPS. BMET's PowerRating is 5.
Family Dollar (NYSE:FDO - News) announces earnings on Wednesday morning before the bell; expect $0.36 EPS. FDO's PowerRating is 5.
When FedEx (NYSE:FDX - News) reports earnings tomorrow morning, look for $1.76 EPS. FDX's PowerRating is 5.
CarMax (NYSE:KMX - News) looks set to announce $0.25 EPS on Wednesday morning. KMX's PowerRating is 6.
PowerRatings are courtesy of PowerRatings.net

Labels: AIR, BMET, CHAP, FDO, FDX, Hot Stocks, KMX, PALM