Jim Cramer Blog

Bullish Calls:

FactSet Research Systems (NYSE: FDS - News): 'I think this is a natural to be snapped up by someone.'Dynegy (NYSE: DYN - News): 'A lot of people feel that it's speculative... All I can say is that they don't do as well when natural gas is weak... But that company is worth - on a break up value - a lot more ...buy, buy, buy!'Brocade Communications (NasdaqGS: BRCD - News): 'BRCD is being unfairly beaten up... It's just not that bad... But I have to tell you - if you're going to be in that sector - BRCD goes up against Cisco and CSCO is my favorite stock in that group.'EMC (NYSE: EMC - News): 'I've been buying EMC Corp. for my charitable trust, because of VM Ware... It's going to be the next big IPO since Google.'Cisco Systems (NasdaqGS: CSCO - News): 'CSCO is my favorite stock in that group.'Indevus Pharmaceuticals (NasdaqGM: IDEV - News): ' ... we've been behind IDEV... We think that that's a great spec play, and it's only a buck off its high, but we continue to like it very much.'Costco (NasdaqGS: COST - News):'I think that COST is a buy. It's my favorite retailer... literally, my favorite retailer of the group that everybody knows I cannot stand! COST reigns supreme! 'Acergy (NasdaqGS: ACGY - News): 'I think that, when you get a stock like ACGY, you've just got to ride it.'CF Industries (NYSE: CF - News): 'Please, let's ring a little register on the ag bull market. Sell, sell, sell!... No, I'm not backing away from the ag bull market! I'm simply saying that, when we play greedy, we get our heads cut off.'Mosaic (NYSE: MOS - News)Agrium (NYSE: AGU - News)Potash (NYSE: POT - News)
Bearish calls:
First Solar (NasdaqGM: FSLR - News): ' ... sell, sell, sell! - and the answer is, I've not done my job well enough. We must not be pigs. We will get killed.'General Cable (NYSE: BGC - News): 'I'm thinking I'm doubling on some of these... I've got doubles. Why am I not being more aggressive in telling people to ring the register .'Buffalo Wild Wings (NasdaqGS: BWLD - News): 'We must not be pigs.'Alcatel-Lucent (NYSE: ALU - News): 'Patricia Russo is on the Wall of Shame! And, once again, I tell you that, as long as she's running that company, despite a fabulous bull market in communications equipment, that remains a sell, sell, sell! '

Published By SekingAlpha

Labels: ACGY, AGU, ALU, BGC, BRCD, BWLD, CF, COST, CSCO, DYN, EMC, FDS, FSLR, IDEV, Jim Cramer, Lightning Round, Mad Money, MOS, POT

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

Labels: ADM, CCJ, CF, HUM, MNST, RSH, TIE

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

Labels: ADM, CCJ, CF, Hot Stocks, HUM, MNST, RSH, TIE

Here are 7 options to watch for today. This list comes directly from the TradingMarkets Options Indicators page. The list is created using OptionVue options analysis software.
Most Underpriced Calls: These are the most under priced calls of all stocks in our database. While the Equities Explosion List finds groups of calls for individual equities that are under priced, this list finds the most under priced individual calls. Thus, the options listed here will tend to be more severely under priced.
Google Inc. Sep 580 Calls (NasdaqGS:GOOG - News). GOOG's PowerRating is 7.
Most Underpriced Puts: These are the most under priced puts of all stocks in our database. While the Equities Explosion List finds groups of puts for individual equities that are under priced, this list finds the most under priced individual puts. Thus, the options listed here will tend to be more severely under priced.
Frontline Ltd. Aug 50 Puts (NYSE:FRO - News). GOOG's PowerRating is 6.
Most Overpriced Calls: These are the most overpriced calls of all stocks in our database. While the Equities Implosion List finds groups of calls for individual equities that are overpriced, this list finds the most overpriced individual calls. Thus, the options listed here will tend to be more severely overpriced.
Baidu.com Aug 230 Calls (NasdaqGS:BIDU - News). BIDU's PowerRating is 9.
Most Overpriced Puts: These are the most overpriced puts of all stocks in our database. While the Equities Implosion List finds groups of puts for individual equities that are overpriced, this list finds the most overpriced individual puts. Thus, the options listed here will tend to be more severely overpriced.
Southern Copper Corp. Aug 105 Puts (NYSE:PCU - News). PCU's PowerRating is 3.
Stocks with Abnormal Call Volume: These are stocks which showed unusual call option volume not easily explained by arbitrage operations. The appearance of a stock on the Call Volume Alerts list suggests a possible takeover, extraordinarily good earnings report, or other news which may favorably affect the stock.
CF Industries Holdings, Inc. (NYSE:CF - News). CF's PowerRating is 7.
Stocks with Abnormal Put Volume: These are stocks which showed unusual put option volume not easily explained by arbitrage operations. The appearance of a stock on the Put Volume Alerts list suggests an extraordinarily negative earnings report, or other news which may negatively affect the stock.
ConocoPhillips (NYSE:COP - News). COP's PowerRating is 6.
Abnormal Put/Call $ Volume: These stocks have the highest dollar put volume in relation to their call volume. These high ratios are indicative of extreme bearish sentiment in the underlying stock.
Caterpillar Inc. (NYSE:CAT - News). CAT's PowerRating is 6.
PowerRatings are courtesy of TradingMarkets.com

Labels: BIDU, CAT, CF, COP, FRO, GOOG, PCU, stock options

Lights, Camera, Auction: Sotheby's (NYSE: BID)
Even though it has doubled from where he recommended it last year, Cramer still likes BID as an inflation stock and as a play on conspicuous consumption. When an inflation threat looms, it is time to pick up gold and collectibles, comments Cramer, and this auction house has seen a dramatic run up of 31% in four weeks, strong earnings growth, with numbers on the low end. While some may suspect that the huge auction in May is already priced into the stock, Cramer thinks the market is not behaving rationally, and would buy BID, sell it when the auctions begin on May 8, and pick it up again on a weakness for those who want BID as an investment.
Fertile Hopes: Mosaic (NYSE: MOS) and CF Industries (NYSE: CF)
Cramer commented the rest of the world is leaving the US behind when it comes to nuclear energy, and urged investors take a look at MOS or CF as speculative stocks. Both companies have the technology to turn phosphates from fertilizer into uranium. Although they have not been discussing this technology openly, Cramer thinks MOS and CF are being "coy" and will want to profit from uranium's rise to $113 per pound. Although Cramer wouldn't mind buying CF even after its big move, he prefers MOS, since "Mosaic is the largest producer of phosphate on earth," Cramer said. He thinks both companies are worth buying as long as uranium stays over $50 and would invest soon "before the market starts to price in the new uranium upside" for them.

Next Week's Game Plan: Saks (NYSE: SKS - News), Federated Department Stores (NYSE: FD ), Steel Dynamics Inc. (NasdaqGS: STLD), Coca-Cola Co. (NYSE: KO), Wells Fargo & Co. (NYSE: WFC) and Washington Mutual Inc. (NYSE: WM), Annaly Capital Management (NYSE: NLY), United Technologies Corp. (NYSE: UTX), eBay Inc. (NasdaqGS: EBAY), American Standard Companies, Inc. (NYSE: ASD), Harley Davidson (NYSE: HOG - News), Quest Diagnostics (NYSE: DGX), Schering-Plough Corp. (NYSE: SGP), intuitive Surgical Inc. (NasdaqGS: ISRG), Schlumberger Limited (NYSE: SLB), Grey Wolf (AMEX: GW)
While SKS and FD are down because of disappointing quarters, Cramer reiterated his suggestion to give the companies the benefit of the doubt and would buy them on Monday. He commented STLD is in a "sweet spot" and is the perfect takeover target which would buy under $45. A "total breakout quarter" is in store for KO on Tuesday, according to Cramer, who points out that KO is an ideal weak dollar stock with good prospects in Japan, and he suggests paying up to $50.85. Cramer is wary of WM and WFC which have mortgage exposure and would hedge by picking up NLY. He admits UTX "humiliated" him when it rose as he was bearish, and now that he is impressed with the stock, Cramer calls it a "gift" below $65. On Wednesday, Cramer's "favorite internet stock" and value play, Ebay reports. Cramer would buy ASD before it splits next quarter and would not be intimidated by CEO Fred Poses' selling of the stock, since the move was planned. On the other hand, HOG has too much inventory, and Cramer calls it a heartbreaking stock. Thursday a "really big day,"Cramer commented, adding Quest Diagnostics has gone up, but is still cheap. He believes the takeover rumors and says, " I don't think you can afford not to be in DGX." Cramer also likes SGP which he believes is going to $30. He sees a "blowout" coming for ISRG because of its advanced surgery technology. Finally, Cramer would get into SLB if it is below $75 on Friday, because he predicts a "monster quarter." He would own SLB for a trade up to $80. In his "Mad Mail" segment, Cramer called the land driller GW "no good" and said "You have to be offshore."
Published By SeekingAlpha

Labels: ASD, bid, CF, DGX, Ebay, FD, GW, HOG, Jim Cramer, KO, Mad Money, MOS, SGP, SKS, SLB, STLD, UTX, WFC, WM