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Wednesday, November 07, 2007

CNBC's Fast Money Recap Nov. 6th

Crude oil closed at another record high at $97.10 and finally finished Tuesday at $96.70. Adami tells viewers they can play Valero (VLO) on valuation or go with Tesoro (TSO).
Finerman offers EnergySolutions (ES) as an idea since it is scheduled to IPO next week. She would also consider Cameco (CCJ) but only with options. Najarian continues to favor Cypress Semiconductor (CY).
Auto Stocks
General Motors (GM) is set to report earnings Wednesday morning before the bell and Ford Motor (F) is set to report earnings on Friday before the bell. Adami likes Ford Motor. General Motors traded down 3% after hours on news that the company will take a $39 billion non-cash charge on financial assets in the mortgage arm. Macke says that Toyota Motor (TM), Honda Motor (HMC) and Hertz Global Holdings (HTZ) all lose from the continued improvements at Ford and General Motors.
Financials: Macke says we saw a counter trend rally on Tuesday and everything worked accept Citigroup (C) and the retailers. Goldman Sachs (GS) denies write-down speculation for the fourth time on Tuesday.
Google (GOOG) continues to surprise investors with news like the recent entry into the mobile handset market. Najarian thinks the trade is Focus Media Holding (FMCN), which is a China play that sells advertising space on mobile handsets. Google, Apple (AAPL), Intel (INTC), Cisco (CSCO) and Research In Motion (RIMM) all hit 52-week highs Tuesday. Yahoo (YHOO) shares took a hit Tuesday. Cisco Systems (CSCO) is set to report earnings Wednesday.
Adami thinks if the Fed is done cutting rates then Public Service Enterprise Group (PEG) will go lower and you can buy it in the low $80’s.
Pops & Drops
Pops- Archer Daniels Midland (ADM) traded up 7% on a strong profits report.
Jacobs Engineering Group (JEC) traded up 5% after profits rose 43%.
XM Satellite Radio (XMSR) traded up 12% on speculation that the merger with Sirius could get done by year end.
IndyMac Bancorp (IMB) traded up 10% after the CEO said the company would survive the mortgage blowup.
Church & Dwight (CHD) traded up 9% after posting a 34% jump in profits.
MasterCard (MA) traded up 7% after Deutsche Bank upgraded the stock and slapped a $250 price target on the credit card name.
Beazer Homes USA (BZH) trades up 10% after shareholders demand the CEO be fired.
Tenet Healthcare (THC) popped 22% as revenues per patient rose 8%.
Drops- NBTY (NTY) fell 5%.
Cooper Tire & Rubber (CTB) fell 14% as sales and profits missed estimates.
Molson Coors Brewing (TAP) fell 2% after third quarter profits fell amid charges.
Final Trade
Najarian recommends shorting MBIA (MBI).
Macke grabs buy tickets for Intel (INTC).
Adami picked Ford Motor (F).
Finerman advises shorting Lehman Brothers Holdings (LEH)

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Sunday, July 29, 2007

Stocks to Watch Tomorrow

Here are 7 stocks for traders for Monday from TradingMarkets.com:
Archer-Daniels Midland (NYSE:ADM - News) reports earnings on Monday before the bell; watch for $0.59 EPS. ADM's PowerRating is 5.
Cameco (NYSE:CCJ - News) looks to report $0.42 EPS on Monday morning before the bell. CCJ's PowerRating is 6.
Humana (NYSE:HUM - News) is expected to announce $1.39 EPS on Monday morning. HUM's PowerRating is 6.
Monster Worldwide (NasdaqGS:MNST - News) is looking to report $0.34 EPS when the company announces earnings on Monday morning. MNST's PowerRating is 7.
RadioShack (NYSE:RSH - News) should report $0.24 EPS early Monday. RSH's PowerRating is 7.
CF Industries (NYSE:CF - News) and Titanium Metals (NYSE:TIE - News) both report after the bell on Monday. Watch for heightened price and volume. CF's PowerRating is 9 and TIE's PowerRating is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

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Friday, July 27, 2007

Hot Stocks to Watch Monday

Here are 7 stocks for traders for Monday from TradingMarkets.com:
Archer-Daniels Midland (NYSE:ADM - News) reports earnings on Monday before the bell; watch for $0.59 EPS. ADM's PowerRating is 5.
Cameco (NYSE:CCJ - News) looks to report $0.42 EPS on Monday morning before the bell. CCJ's PowerRating is 6.
Humana (NYSE:HUM - News) is expected to announce $1.39 EPS on Monday morning. HUM's PowerRating is 6.
Monster Worldwide (NasdaqGS:MNST - News) is looking to report $0.34 EPS when the company announces earnings on Monday morning. MNST's PowerRating is 7.
RadioShack (NYSE:RSH - News) should report $0.24 EPS early Monday. RSH's PowerRating is 7.
CF Industries (NYSE:CF - News) and Titanium Metals (NYSE:TIE - News) both report after the bell on Monday. Watch for heightened price and volume. CF's PowerRating is 9 and TIE's PowerRating is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

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Tuesday, May 08, 2007

Jim Cramer's Stop Trading May 7th

Alcoa (NYSE: AA), Alcan (NYSE: AL), Cleveland Cliffs (NYSE: CLF): Cramer would play AA's bid for AL by purchasing some CLF, even though it is at its 52-week high. He noted CLF is a $3 billion company with a "tremendous" repository of iron, and he predicted iron will soon be in short supply. Cramer reiterated his comment that AA will not be public by next year; "This sector is so fluid, that I would not bet against anybody. Everybody's for sale."
Apple Inc. (NasdaqGS: AAPL), Boeing (NYSE: BA) and Deere & Co. (NYSE: DE): Cramer predicts these three will be breakout stocks, since Apple will release its iPhone next month, the aerospace cycle is "amazing," and agriculture is healthy; "we're off to the moon with DE," commented Cramer. He observed that while the stocks seem expensive on 2007, they are cheap on next year's earnings, and resolved to trade in his Zanderphone (referring to Motorola's CEO Ed Zander) for an iPhone.
Cameco (NYSE: CCJ) and Mosaic (NYSE: MOS): Cramer likes CCJ and MOS as a plays for producing uranium from phosphates but would wait until the stocks pull back because they have both have increased substantially. He prefers MOS since it has agriculture to fall back on.

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Friday, February 23, 2007

Jim Cramer's Mad Money Stock Recap Feb. 22

Jim Cramer, Mad Money, SRCL, IBM, CHTR, CCJ, EMU
Energy Metals (NYSEArca: EMU), Cameco (NYSE: CCJ - News)
Cramer says that the rest of the world is "leaving us in the dust" when it comes to nuclear power, and adds that there is room for uranium in any portfolio. Recently the price of uranium has increased to $75 a pound, and Cramer believes that the price will continue to rise. He discussed EMU as a good speculative play which is "not for the faint of heart" since it has no revenue yet, but it is still a relatively new company which may be bought by Cameco, since that company recently lost one of its largest facilities in a flood. Cramer urges investors to use limit orders when buying EMU and not to pay more than $12.
Charter Communications (NasdaqGM: CHTR)
Cramer invited viewers to his bizarro world where an "ugly" debt-ridden stock can become beautiful because it can refinance its debt at lower yields. He compares CHTR to Level 3 Communications, which saw a rise after refinancing. Every time CHTR refinances, analysts can raise numbers, which will cause the stock to go higher, says Cramer, and he also likes CHTR because he believes it can catch up with the competition and obtain a triple-play of phone, internet and TV.
Wall of Shame: IBM 's (NYSE: IBM - News) CEO Samuel Palmisano
IBM is one of those companies Cramer thinks will see a bounce if its CEO resigns, and he inducted Samuel Palmisano into his CEO Wall of Shame. Although the stock is at $100, it has gone from $103.02 to $98.50 since Palmisano has taken the helm, and Cramer thinks that the recent lift is temporary. In addition, Cramer noted that the company has decelerating growth and added "your bank account is outperforming this stock."

CEO Interview: Mark Miller Stericycle (NasdaqGS: SRCL)
Cramer asked Mark Miller if Stericycle's UK acquisition is a sign of saturation in the U.S., and Miller said that, on the contrary, the company is in a "fortunate position" of having the cash flow to make acquisitions that "supercharge the company's growth." Concerning government restrictions on medical waste, Mark Miller commented that the "regulatory framework always tends to help us" since the company outsources services from health care customers to conform with regulations. In addition, Miller added that transportation expenses are a "constant area for improvement" and that SRCL is making progress. Cramer commented that SRCL is a triple buy.

Published By SeekingAlpha

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