Jim Cramer Blog

Here are 7 trading ideas for today. This list comes directly from the TradingMarkets Stock Indicators page and is based upon our latest quantitative research.
Bullish
Laps Down 5% or More: These are stocks that lap down by 5% or more and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that lap down by more than 5% have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Nuance Communications (NasdaqGS:NUAN - News). NUAN's PowerRating (for Traders) is 7.
5+ Consecutive Lower Lows: These are stocks that have made a lower low for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that make lower lows for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Netflix (NasdaqGS:NFLX - News). NFLX's PowerRating (for Traders) is 7.
Stocks Down 10% or More: These are stocks that have lost 10% or more over the past five days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that have lost 10% or more over the past five days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Arthrocare (NasdaqGS:ARTC - News). ARTC's PowerRating (for Traders) is 7.
Bearish
Laps Up 5% or More: These are stocks that lap up by 5% or more and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that lap up by more than 5% have shown negative returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Pulte Homes (NYSE:PHM - News). PHM's PowerRating (for Traders) is 5.
5+ Consecutive Up Days: These are stocks that have closed up for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that close up for five or more days have shown negative returns, on average, 1-week later. Historically, these stocks have provided traders with a significant edge.
Genentech (NYSE:DNA - News). DNA's PowerRating (for Traders) is 4.
5+ Consecutive Higher Highs: These are stocks that have made a higher high for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that make higher highs for five or more days have shown negative returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Dean Foods (NYSE:DF - News). DF's PowerRating (for Traders) is 4.
Stocks Up 10% or More: These are stocks that have gained 10% or more over the past five days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that have gained 10% or more over the past five days have shown negative returns, on average, 1-week later. Historically, these stocks have provided traders with a significant edge.
Dendreon (NasdaqGM:DNDN - News). DNDN's PowerRating (for Traders) is 1.
Published By TradingMarkets.com

Labels: ARTC, DF, DNA, DNDN, Hot Stocks, NFLX, NUAN, PHM

Here are 7 stocks for traders for Thursday from TradingMarkets.com:
Cisco Systems (NasdaqGS:CSCO - News) beat earnings estimates on Wednesday, announcing $0.40 EPS over an expected $0.36 EPS. CSCO's PowerRating (for Traders) is 5.
j2 Global (NasdaqGS:JCOM - News) also beat earnings, reporting $0.38 EPS versus a consensus of $0.37 EPS. JCOM's PowerRating (for Traders) is 7.
Clear Channel (NYSE:CCU - News) reports earnings on Thursday morning, with analysts looking for $0.38 EPS. CCU's PowerRating (for Traders) is 5.
Dean Foods (NYSE:DF - News) is looking to announce $0.15 EPS on Thursday morning before the market opens. DF's PowerRating (for Traders) is 5.
Analysts are watching for Ford Motors (NYSE:F - News) to report -$0.48 EPS on Thursday morning. F's PowerRating (for Traders) is 5.
Rockwell Automation (NYSE:ROK - News) should announce $1.06 EPS on Thursday before the market opens. ROK's PowerRating (for Traders) is 5.
Vonage (NYSE:VG - News) is expected to report -$0.12 EPS tomorrow morning. VG's PowerRating (for Traders) is 5.

Labels: CCU, CSCO, DF, F, Hot Stocks, JCOM, ROK, VG

Bullish Calls:
Aecom Technology (NYSE: ACM - News): 'This may be the cheapest of the infrastructure plays.'Jacobs Engineering Group (NYSE: JEC - News): ' ... at $61, should have been bought today... buy, buy, buy! Infrastructure rocks, as does agriculture!'Wachovia (NYSE: WB - News): 'They just raised the dividend, and they said that the bad loans are under control.'Schlumberger (NYSE: SLB - News): 'SLB, to me, is the cheapest. It went down today, along with the whole group. I feel like you can trade up to quality... you can trade up to SLB.'Transocean (NYSE: RIG - News)Tata Motors (NYSE: TTM - News): 'I think, at $15, TTM makes a huge amount of sense.'E*Trade Financial (NasdaqGS: ETFC - News): 'I would buy some here, and let it come down a bit ... There are many companies that have really bad exposure to this mortgage stuff. ETFC is not one of them.'American Capital Strategies (NasdaqGS: ACAS - News): 'I think that this company is a survivor... a lot of people have tried to call it out a lot of times. They're not going to be successful.'Hudson City Bancorp (NasdaqGS: HCBK - News): 'I think we're in dangerous territory with FSLR. Don't buy, don't buy.'Level 3 Communications (NasdaqGS: LVLT - News): 'I like LVLT for one reason... because I believe there's going to be a bandwidth shortage ... I am picking this as a long-term speculation and, when we run out of bandwidth, I'm not backing away.'Tessera Technologies (NasdaqGS: TSRA - News): 'I thought the quarter was going to be good. I got the quarter wrong. I like the story longer term. now, in the low $30s, I would definitely buy it.'Principal Financial Group (NYSE: PFG - News): 'A very cheap stock ... I really like this stock. I was going to buy it for my charitable trust... I didn't get a chance.'LCA-Vision (NasdaqGS: LCAV - News): 'Upgraded today by Raymond James... a big buyback coming... just finished a buyback. I like it.'IBM (NYSE: IBM - News)
Neutral calls:
Dean Foods (NYSE: DF - News): 'This has become a very problematic story and I've got to tell you something... don't buy, don't buy... I don't think it's over, and the company doesn't think the pain's over too.'Banco Popular (NasdaqGS: BPOP - News)Parker Drilling (NYSE: PKD - News)Foster Wheeler (NasdaqGS: FWLT - News): 'On a day like today, up $7, sell, sell, sell... on the conference call, they made it very clear that contracts were lumpy...every time the stock runs a little, I think it's going to run into selling pressure.'First Solar (FSLS)
Published By SeekingAlpha

Labels: ACAS, ACM, BPOP, DF, ETFC, FWLT, HCBK, IBM, JEC, Jim Cramer, LCAV, Lightning Round, LVLT, Mad Money, PFG, PKD, SLB, TSRA, TTM, WB

Here are 7 stocks for traders for Tuesday from TradingMarkets.com:
Dean Foods (NYSE:DF - News) reports quarterly earnings on Tuesday before the bell; watch for $0.31 EPS. DF's PowerRating is 5.
El Paso (NYSE:EP - News) should announce $0.23 EPS when the company reports earnings on Tuesday morning. EP's PowerRating is 6.
When Duke Energy (NYSE:DUK - News) announces earnings tomorrow morning, be watching for $0.20 EPS. DUK's PowerRating is 4.
Harrah's (NYSE:HET - News) should report $1.00 EPS on Tuesday before the bell. HET's PowerRating is 6.
Analysts and traders are watching for International Securities Exchange (NYSE:ISE - News) to report $0.45 EPS on Tuesday morning. ISE's PowerRating is 5.
WTI Offshore (NYSE:WTI - News) and Tenet Healthcare (NYSE:THC - News) both report earnings Tuesday morning; WTI expects $0.46 EPS, and THC is looking for -$0.01 EPS. WTI's PowerRating is 6, and THC's PowerRating is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: DF, DUK, EP, HET, Hot Stocks, ISE, THC, WTI

Here are 7 trading ideas for today. These lists come directly from the TradingMarkets Stock Indicators page and are based upon our latest quantitative research.
Bullish
5+ Consecutive Down Days: These are stocks that have closed down for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that close down for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge. Historically, these stocks have provided traders with a significant edge.

Dean Foods (NYSE:DF). DF's PowerRating is 6.
5+ Consecutive Lower Lows: These are stocks that have made a lower low for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that make lower lows for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Kraft Foods (NYSE:KFT) & CPI Corporation (NYSE:CPY). KFT's PowerRating is 6, and CPY's PowerRating is 5.
Bearish
5+ Consecutive Up Days: These are stocks that have made a higher high for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that make higher highs for five or more days have shown negative returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
JDS Uniphase (NasdaqGS:JDSU) & Netflix (NasdaqGS:NFLX). JDSU's PowerRating is 3, and NFLX's PowerRating is 3.
5+ Consecutive Higher Highs: These are stocks that have made a higher high for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that make higher highs for five or more days have shown negative returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Harley-Davidson (NYSE:HOG) & Royal Gold (NasdaqGS:RGLD). HOG's PowerRating is 4, and RGLD's PowerRating is 3.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: CPY, DF, HOG, Hot Stocks, JDSU, KFT, NFLX, RGLD

Here are 7 trading ideas for today. These lists come directly from the TradingMarkets Stock Indicators page and are based upon our latest quantitative research.
Bullish
5+ Consecutive Down Days: These are stocks that have closed down for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that close down for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Dean Foods (NYSE:DF) & WCI Communities (NYSE:WCI). DF's PowerRating is 7, and WCI's PowerRating is 8.
5+ Consecutive Lower Lows: These are stocks that have made a lower low for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that make lower lows for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Google (NasdaqGS:GOOG). GOOG's PowerRating is 6.
2-Period RSI Below 2: These are stocks that have a 2-period RSI reading below 2 and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving with a 2-period RSI reading below 2 have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Activision (NasdaqGS:ATVI) & Genesco (NYSE:GCO). ATVI's PowerRating is 7, and GCO's PowerRating is 9.
Bearish
5+ Consecutive Up Days: These are stocks that have closed up for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that close up for five or more days have shown negative returns, on average, 1-week later. Historically, these stocks have provided traders with a significant edge. Historically, these stocks have provided traders with a significant edge.
Constellation Brands (NYSE:STZ). STZ's PowerRating is 2.
5+ Consecutive Higher Highs: These are stocks that have made a higher high for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that make higher highs for five or more days have shown negative returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Robert Half International (NYSE:RHI). RHI's PowerRating is 4.
PowerRatings are courtesy of PowerRatings.net

Labels: ATVI, DF, GCO, GOOG, Hot Stocks, RHI, STZ, WCI

Jockeying for Position: Dynegy (NYSE: DYN - News), Brocade Communications (NasdaqGS: BRCD), Qwest (NYSE: Q - News)
Cramer suggested three "horse racing stocks" under $10 to keep investors interested. These are just temporary plays and should be sold when they reach $12. He notes DYN was "trashed" because of its former CEO Chuck Watson, but has been rescued by current CEO Bruce Williamson. He notes that DYN could be an attractive takeover target. "Brocade has momentum but is scary -- which is exciting," Cramer said about his second-favorite pick, which recently bought out its competitor and is in a position to raise prices. Cramer's favorite "horse" is Qwest which is around $9, but should be the first to reach the finish line at $12, because of its big federal contract.
Blue Stocking Stocks: Walgreen (NYSE: WAG - News), Grainger (NYSE: GWW - News) and Automatic Data Processing (NYSE: ADP - News)
Cramer discussed his favorite "aristocrat" stocks which pay solid dividends and provide protection when the economy is rough. He considered three "aristocrats," and eliminated WAG because it might have to stop raising its dividend to buy Express Scripts. While he expects GWW to boost its dividend, Cramer thinks the stock is too cyclical. Cramer's favorite artistocrat stock is ADP; "If there is such a thing as a blue chip, ADP is it." First, by spinning off its unprofitable brokerage service business, ADP may see 12-13% revenue growth. Secondly, Cramer likes ADP's "gigunda" $750 million buyback, and comments that ADP doesn't just have the history of raising its dividend, it has the money to continue dividend increases.
Mad Mail: Lundin Mining (AMEX: LMC - News), Dean Foods (NYSE: DF - News), Incyte Corporation (NasdaqGM: INCY)
Cramer told a viewer not to get discouraged with LMC because it is buying up mines. He would pick up more LMC on any pullback. He commented DF is "going back to where it was before it paid the dividend" of $15, and says the company is well-managed and pro-shareholder. When asked to defend his recommendation of INCY, which has no phase III drugs, over a company like Osiris Therapeutics with products in the pipeline, Cramer responded the best strategy for dealing with biotech is to avoid companies in the headlines and to find a biotech like INCY which has " its whole future ahead of it."
Published by SeekingAlpha

Labels: ADP, DF, DYN, GWW, Hot Stocks, Jim Cramer, LMC, Mad Money, Q, WAG

Game Plan for Next Week: Brocade (NasdaqGS: BRCD), Apple (NasdaqGS: AAPL), Hewlett-Packard (NYSE: HPQ - News), Phillips-Van Heusen (NYSE: PVH - News), CarMax (NYSE: KMX - News), Accenture (NYSE: ACN - News) and DSW (NYSE: DSW - News), Movado (NYSE: MOV - News)
Cramer suggested buying Brocade ahead of an analysts meeting on Thursday during which it is expected to raise its estimates. Although Cramer does not usually recommend Cisco's competitors, the stock should rise after the meeting and he predicts Cisco might buy BRCD. While he likes BRCD as a trade, the only tech stocks good for investments are AAPL and HPQ. Cramer expects strong earnings reports next week from PVH, KMX, ACN and DSW. Cramer's top stock next week is MOV which he thinks will deliver a "substantial upside surprise."
Good and Bad IPOs Photowatt, eTelecare with stock First Solar (NasdaqGM: FSLR)
Cramer discussed two companies which are going public next week, one to pay attention to and one to avoid. Concerning Photowatt, which will trade under PHWT, Cramer says "We have had way too many solar stocks come public and there's not enough demand, even with the hype that surrounds solar... Avoid it at any price." He suggested FSLR for those who want a solar stock. However, Cramer thinks eTelecare, an outsourcing company based in the Philippines "the next great, outsourcing center," might be a good stock. It is expected to trade under the symbol ETEL from between $12.50 and $14.50. Cramer would not pay more than $15 and urged, "please buy it carefully."
Freeport-McMoRan (NYSE: FCX - News)
FCX is now a "happy oligopoly" after having merged with Phelps Dodge and has cornered copper, comments Cramer, who says its a "screaming" buy. FCX is a "terrific hedge against inflation" and is in "tremendous demand." Its secondary offering was priced at 41 million shares and FCX rose $1. Cramer notes that FCX is a well-liked stock which will continue to go up. While analyst estimates are not high, Cramer predicts FCX will provide "blow away" numbers. He adds that while demand for copper has declined in the U.S., it is a sought-after mineral in China. Cramer sees this $62 stock going to $100.
Mad Mail: Altria (NYSE: MO - News), Kraft Foods (NYSE: KFT - News), Dean Foods (NYSE: DF - News)
When asked how MO holders can lessen the risk of a downside from KFT after it is spun off, Cramer suggests buying MO's "when-issued shares।" However, he added, "Kraft will be added to the S&P 500 so there's a very good chance it won't go down at all।" Cramer would stay with DF which should go up again.
Published by SeekingAlpha

Labels: AAPL, ACN, BRCD, DF, DSW, FCX, HPQ, Jim Cramer, KFT, KMX, Mad Money, MO, MOV, PVH

Bullish calls:
Saks (NYSE: SKS - News): 'The company is en fuego. This is one of my favorite situations ... SKS is going up - I think - 4 or 5 more points.'Sprint Nextel (NYSE: S - News): 'I was impressed about that last quarter. I had been very negative about S ... They blew away the numbers. I think S is now a buy, buy, buy, particularly under $20. That stock can go much higher.'Transocean (NYSE: RIG - News): 'Take a look at the rates that RIG is now getting.'Halliburton (NYSE: HAL - News): 'HAL is on the move. I have said this is going to be one of my best stocks of 2007, and I am reiterating a triple buy. Buy, buy, buy!'Logitech International (NasdaqGS: LOGI): ' I'm actually surprised this stock isn't doing better. They make the fabulous peripherals we all use. They make great mice. They did miss the quarter. I think the stock is a buy. I'm not backing away from LOGI.'Dean Foods (NYSE: DF - News): 'That company is all about returning money to shareholders. That special dividend plan is brilliant. I really want to plug these guys.'Genzyme (NasdaqGS: GENZ): 'I think you've got to buy this company. I think that people are very worried about congressional action against biotech. That's not going to happen. GENZ's good.'Gilead (NasdaqGS: GILD): 'GILD's good.'Celgene (NasdaqGS: CELG): 'CELG's good. 'Walter Industries (NYSE: WLT - News): It shouldn't have been hammered. All aboard! ... There's a lot of value there, if they choose to bring it out.'Baxter International (NYSE: BAX - News): 'BAX is the one that is operating on every single cylinder. I applaud BAX for what it's done. That stock has been at or near the 52-week high list for about a half a dozen years. BAX's a winner!'Bard (NYSE: BCR - News)MasterCard (NYSE: MA - News): ' This is an 'among the rubble' stock that came down during the selloff that I want to tell you right now... you need to buy more MA! I would pull the trigger multiple times. That's how much I like MA here. All aboard!'Emerson Electric (NYSE: EMR - News): 'Right here, it's got a 2.5% yield. It's one of the best-run manufacturers in the country ... It's growing at almost 12%. It sells at 16x earnings.'Parker Hannifin (NYSE: PH - News)Illinois Tool Works (NYSE: ITW - News)Vail Resorts (NYSE: MTN - News): 'I'll tell you, it's had a big run ... You know what, that's a good stock. On a pullback, I would have to pull the trigger. Buy, buy, buy!'Regal Entertainment (NYSE: RGC - News): 'You want to be there! These companies - these cinema companies are good - it's got a nice dividend. I think that this group was bad before. They've fixed their balance sheets. You should pull the trigger. I would own RGC.'Ceradyne (NasdaqGS: CRDN): 'To tell you the truth, I'd rather be in CRDN.'Union Pacific (NYSE: UNP - News): 'Oh man, that stock is rocking ... I say it goes to $120.'Goldman Sachs (NYSE: GS - News)
Bearish calls:
Global Industries (NasdaqGS: GLBL): ' I would swap out of GLBL and go into GSF, RIG or HAL.'RF Micro Devices (NasdaqGS: RFMD): 'Yeah, this is one of those little stocks that has had a nice move ... I think that you are too late, but these always come back again. I would sell, sell, sell, and when it comes in, back to $6 - buy, buy, buy!'Acorda Therapeutics (NasdaqGM: ACOR): 'I've got to tell you, this is a very speculative stock. I'm reluctant to recommend it, with a lot of the great biotech stocks trading down so badly ... Don't buy, don't buy.'Research In Motion (NasdaqGS: RIMM): 'I was not happy with Jim Balsillie [ co-CEO] with the options stuff... I expected more of Jim than that. He's one of my favorite executives. I do think that RIMM is good place to be ... Don't buy, don't buy. It's just too, too hard.'ExpressJet (NYSE: XJT - News): ' Look, XJT is frankly a don't buy. I don't want to go there. Don't buy, don't buy.'Bristol-Myers (NYSE: BMY - News): ' Sunshine, I've got to tell you something... I think that BMY is just okay right here. Don't buy, don't buy. It's had a very big move. I liked it much lower ... Sell, sell, sell!'Pioneer Drilling (AMEX: PDC - News): 'You cannot go with this land drilling! ... Sell, sell, sell, sell, sell, sell. It won't work!'Take-Two Interactive (NasdaqGS: TTWO): 'I have been mad at myself. Yesterday, I looked at Steve Cohen's position in DE Shaw, and said to myself, 'These guys are going to replace management at TTWO. Maybe that's a reason to buy it.' That was a mistake. When I look at the core business, I don't know if there's anything there. I think I was too aggressive with TTWO ... I think Steve Cohen is a terrific guy. I totally respect his work. I think he might be wrong about TTWO.'Jefferies (NYSE: JEF - News): 'No, no. Missed the quarter. Missed the quarter.'Force Protection (NasdaqCM: FRPT) 'To tell you the truth, I'd rather be in CRDN.'
Published By SeekingAlpha

Labels: BAX, BCR, BMY, DF, EMR, GENZ, GILD, GS, HAL, JEF, Lightning Round, LOGI, MA, Mad Money, PDC, RGC, RIG, SKS, UNP, WLT

Bullish calls:
MGM Mirage (NYSE: MGM - News): '... Look, it's the 2nd-largest casino, it's very well-run, we know that the casino business is consolidating... but we're so worried about China now that the stock's had a pullback... You know what? It's had enough of a pullback. MGM works. I want to own the stock.'Blockbuster (NYSE: BBI - News): ' ... we have recommended - and continue to recommend - BBI as the play, because they're moving aggressively into NFLX's turf, and I think they're doing a great job.'Infosys Technologies (NasdaqGS: INFY): The stock has taken a hit here. Indian outsourcing is a powerful concept that is not going away ... I actually want to buy it here right now. It's ridiculously low. It's earnings are great. Let's put some on our sheets.'IAC/InterActive Corp (NasdaqGS: IACI): ' ... absolutely the biggest buyback I know.'Tyco International (NYSE: TYC - News): The company is worth more than $30 bucks! It's been just biding time ... I think the split-up will bring a lot of value. I think there's 25% upside, but you're going to have to wait for the split-up, because nobody's a believer except you and me.'Texas Roadhouse (NasdaqGS: TXRH): 'I like TXRH more [than SNS].'Sonic (NasdaqGS: SONC): 'I'm going to go with SONC.'Great Plains Energy (NYSE: GXP - News): 'It's got a great wholesale competitive business, it's got a 5% yield. It's hit my radar screen as something to buy. I'm going to encourage you to stay in that.'Apple (NasdaqGS: AAPL): ' Your fine in AAPL. It's meandering. It's biding time. It's making its way toward a great base of $83-87.'Google (NasdaqGS: GOOG): ' GOOG was up $16 yesterday. It's come down a little. It's meandering now ... Below $440, I think it's the price to pull the trigger.'Yahoo! (NasdaqGS: YHOO): 'GOOG is now anointed, along with EBAY, along with YHOO - I think both those stocks make a ton of sense.'eBay (NasdaqGS: EBAY)Bank of America (NYSE: BAC - News): 'I think BAC's incredibly well-run; it's got a big buyback. I think they've renounced the kind of acquisitions that have historically killed the stock.'Cognizant Technology (NasdaqGS: CTSH): 'This is another Indian company, although it's based in Teaneck [NJ] ... It has been a fantastic performer, and it will continue to be so.'Dean Foods (NYSE: DF - News): 'I like DF ahead of what I think is just a terrific buyback that they're doing for their company.'
Bearish calls:
Netflix (NasdaqGS: NFLX)Shutterfly (NasdaqGM: SFLY): 'SFLY's an okay dot-com. It does a little social stuff. I would rather see you in IACI.'Steak n Shake (NYSE: SNS - News): 'SNS is a not-great restaurateur ... I'm giving that a distinctive 'don't buy, don't buy.'First Marblehead (NYSE: FMD - News): 'It's had a big run. I would actually right here say let it go back under $40, before I want to buy it. Don't buy, don't buy.'Melco PBL Entertainment (NasdaqGM: MPEL): ' Macau is so close to China - like it is China - that MPEL - which has got the Chinese casino coming - is worrisome ... I'd rather fess up, be wrong than I would stick with something that I'm worried about.'Cal-Maine Foods (NasdaqGM: CALM): ' Uh, egg company. You know what? Just okay.'
Published By SeekingAlpha

Labels: AAPL, BAC, BBI, CALM, DF, FMD, GOOG, GXP, INFY, Jim Cramer, Lightning Round, Mad Money, MGM, MPEL, SNS, TYC

Stocks closed out Friday by extending a weeklong slide that was interrupted by only one brief uptick driven by mid-week bargain hunting. There was little in the way of news to spark significant buying interest today and given the tone of the week, the continued bearish sentiment wasn't surprising. Selling, in fact, accelerated beginning in the mid-afternoon hours. Oil prices retreated to under $61 a barrel, and the 10-year Treasury note once again attracted the attention of investors seeking the safety of bonds as the yield fell to 4.51%.
One week after Microsoft (Nasdaq: MSFT - News) lost a patent-infringement judgment in a suit filed by Alcatel-Lucent (NYSE: ALU - News), the software maker's fortunes were better in yet another suit filed by the network equipment maker. A federal judge in Seattle late Thursday tossed out a claim by Alcatel-Lucent that the software maker had infringed on a patent for technology that converts speech into text. Last week, a federal jury awarded Alcatel-Lucent $1.52 billion in compensatory damages from Microsoft for infringing on patents that form the basis for the MP3 digital music format. Both rulings are expected to be appealed.
While tech stocks were generally lower, beleaguered PC maker Dell (Nasdaq: DELL - News) found buyers today despite a weak profit report last night. Dell's profits for its fiscal Q4 that ended February 2nd fell -33% to $673 million, or 30 cents a share, compared with $1.01 billion, or 43 cents a share, a year earlier. Revenue fell -4% to $14.4 billion. Dell did not host a conference call to discuss its results and focused on its restructuring plans. The company said its annual report will be delayed and that the figures it released are preliminary as a result of an ongoing probe of its finances by the Securities and Exchange Commission and the U.S. Attorney's office in New York City. Dell's report did weigh on the principal makers of PC semiconductors, Advanced Micro Devices (NYSE: AMD - News) and Intel (Nasdaq: INTC - News)
Dean Foods (NYSE: DF - News) and American International Group (NYSE: AIG - News) solidly bucked the downdrafts today. Dean Foods added 4% after announcing that it will pay shareholders a special one-time dividend of $15 a share, returning an estimated $2 billion to its stockholders. Insurance giant AIG rose 3% after reporting a seven-fold increase in Q4 profits. The company said it plans to begin increasing its dividend by 20% annually under "normal" circumstances, and will buy back some $5 billion of its shares this year.
Aircraft maker Boeing (NYSE: BA - News) began to take steps to shut down production of the C-17 military cargo plane, known as the Globemaster III. The company cited a lack of interest from the U.S. government and no orders from overseas. The shutdown could result in the loss of 7,000 jobs by 2009. In other aviation news, the super-jumbo jet planned by European rival Airbus suffered another setback as United Parcel Service (NYSE: UPS - News) canceled an order for 10 cargo versions of the giant Airbus 380. Airbus postponed work on the A380F to focus on delivering the passenger version to customers.

Labels: AIG, ALU, AMD, BA, DELL, DF, INTC, MSFT, UPS

Adams Respiratory Therapeutics (NasdaqGS:ARXT - News) said its fiscal second-quarter net profit rose 16.8% to $12.5 million, or 34 cents a share, from $10.7 million, or 29 cents a share. Revenue for the quarter jumped 75% to $110.6 million due to accelerating sales of Mucinex, the acquisition of Delsym and the launch of its children's Mucinex products. The company said it continues to anticipate the gross margin for its guaifenesin product to be around 80% of net sales in fiscal 2007.
American Commercial Lines (NasdaqGS:ACLI - News) said its fourth-quarter net income rose sharply to $35 million, or 56 cents a share, from $8.6 million, or 14 cents a share, a year earlier. Results were boosted by a gain of $4.8 million, or 8 cents a share, on the sale of its Venezuelan operations. The Jeffersonville, Ind., integrated marine transportation and service provider's revenue rose 18% to $265.9 million from $225.6 million a year earlier. Analysts polled by Thomson Financial expected, on average, revenue of $296.9 million. The company said it approved a two-for-one stock split, to be distributed as a stock dividend Feb. 20 to shareholders of record Wednesday. Fourth-quarter results reflect the stock split.
Aquila (NYSE:ILA - News) shares slid after the company agreed to sell certain gas utility operations in Colorado, Kansas, Iowa and Nebraska to Black Hills Corp. (NYSE:BKH - News) for $940 million. Kansas City, Mo.-based Aquila also said it's agreed to be acquired by Great Plains Energy (NYSE:GXP - News) in a cash and stock deal valued at $1.7 billion. The Black Hills' asset purchase will be completely just after the closure of the Aquila/Great Plains deal. The Great Plains' proposal calls for the acquisition of Aquila and its Missouri-based electric utility assets for $1.80 in cash plus 0.0856 of Great Plains' stock for each Aquila share, a value of $4.54 based on Tuesday's close. Great Plains is also set to assume about $1 billion in Aquila debt. Following the closing of the deal, Aquila shareholders will own about 27% of Great Plains' common stock.
Aspect Medical Systems (NasdaqGM:ASPM - News) said it expects non-GAAP earnings of 6 to 8 cents a share on revenue of $22.6 million to $23.6 million for the first quarter. Wall Street's current consensus estimate is for a profit of 16 cents a share in the March period.
Atwood Oceanics Inc. (NYSE:ATW - News) reported first-quarter net earnings of $21.1 million, or 67 cents a share, up from $14.5 million, or 47 cents a share, during the year-ago period. The Houston-based drilling contractor posted revenue of $88.8 million vs. $55.4 million.
CB Richard Ellis Group Inc. (NYSE:CBG - News) said fourth-quarter net income rose, buoyed by "strong" leasing activity, to $125.1 million, or 53 cents a share, from $95.4 million, or 41 cents a share, during the same period in the prior year.
Centene Corp. (NYSE:CNC - News) shares declined after the managed care provider was downgraded to sell from neutral at Merrill Lynch on valuation. The move comes after Centene posted a fourth-quarter profit that was flat compared with the same quarter last year. "Centene is up nearly 90% since sharply disappointing last summer and we think shares have gotten ahead of themselves," analyst Doug Simpson wrote in a research note. Simpson cut his 2007 per-share profit forecast to $1.45 from $1.59 and set a 2008 outlook of $1.63. "[W]e believe the other Medicaid managed care names we cover have better visibility on operating earnings than Centene," he wrote.
Cheesecake Factory (NasdaqGS:CAKE - News) said its fourth-quarter income was off from the prior year's levels, but the casual dining restaurateur's sales climbed 18%, thanks to increased traffic at its Grand Lux outlets.
Corporate Executive Board Co. (NasdaqGS:EXBD - News) said its fourth-quarter net income rose 8.9% to $23.2 million, or 58 cents a share, from $21.3 million, or 52 cents a share, a year earlier. The company, which provides business research and gives executive seminars, said excluding share-based compensation, adjusted income for the quarter was 68 cents a share, up from 52 cents a share a year earlier. Sales rose 26% to $125.5 million from $99.8 million.
Dean Foods (NYSE:DF - News) said its fourth-quarter earnings rose to $73 million, or 53 cents a share, from $66.2 million, or 45 cents a share, a year earlier. Excluding discontinued operations, facility closings and the effect of an accounting change, Dallas-based Dean said it earned 61 cents a share in the quarter. Dean Foods said Wednesday that net sales fell to $2.59 billion from $2.62 billion a year earlier. Analysts polled by Thomson Financial, on average, expected earnings of 61 cents a share on revenue of $2.59 billion. For 2007, Dean Foods forecasts adjusted per-share earnings of $2.33 to $2.38. Wall Street, on average, is looking for full-year earnings $2.38 a share.
EGL Inc. (NasdaqGS:EAGL - News) shares tumbled after the Houston-based logistics company said it has been notified by General Atlantic LLC that it has withdrawn as an equity sponsor from the offer made by James Crane, the company's chief executive and largest shareholder, to acquire EGL for $36 a share in cash. General Atlantic indicated that it is pulling out of the offer because of an expected shortfall in EGL's fourth quarter results, EGL said. The company said its results will be negatively impacted by an 8% decline in revenue per shipment at the company's domestic freight forwarding division compared to last year. The company's results are also expected to be hit by higher-than-expected operating expenses. Crane plans to present a revised acquisition offer with a new equity commitment, EGL said.
Encore Wire (NasdaqGS:WIRE - News) shares dropped after the McKinney, Texas-based maker of copper electrical wire reported fourth-quarter net earnings of $6.18 million, or 26 cents a share, down from $35.4 million, or $1.50 a share, last year. Revenue in the three months ended Dec. 31 was $262.3 million, down from $244.2 million in the year-ago period.
Equity Residential Properties Trust reported fourth-quarter net earnings of $465.1 million vs. $225.9 million during the year-ago period. Net income available to common shareholders was $457.6 million, or $1.54 a share, compared with $215.2 million, or 74 cents a share, a year ago. The company was also downgraded to hold at Citigroup.
FMC Corp. (NYSE:FMC - News) said fourth-quarter net income fell, as restructuring charges rose, to $12.9 million, or 33 cents a share, from $25.3 million, or 64 cents a share, during the same period in the prior year.
Forest Laboratories (NYSE:FRX - News) was downgraded to sell at Citigroup.
Genomic Health (NasdaqGM:GHDX - News) shares fell after the Redwood City, Calif.-based company posted a fourth-quarter net loss of $9 million, or 37 cents a share, compared with $8.22 million, or 34 cents a share, last year. Revenue increased to $8.62 million from $1.93 million. Genomic Health forecast a 2007 net loss of $27 million to $30 million on revenue of $57 million to $63 million.
Gerdau Ameristeel Corp. (NYSE:GNA - News) reported fourth-quarter earnings of $69.4 million, or 23 cents a share, down from a year-ago profit of $80.4 million, or 26 cents a share. Sales rose in the latest three months to $1.04 billion from $934.2 million in the same period a year earlier. The average estimate of analysts polled by Thomson First Call was for a profit of 29 cents a share in the December period. The company also said its board has approved a special dividend of 27 cents per common share, payable on March 9 to shareholders of record on Feb. 22. Gerdau also said it's budgeted $250 million in capital investments for 2007.
MedImmune (NasdaqGS:MEDI - News) shares fell after the company reported a fourth-quarter profit of $120.7 million, or 50 cents a share, from a loss of $22.4 million, or 9 cents, a year earlier on 7.5% sales growth. Excluding share-based compensation and other items, the Gaithersburg, Md., company's adjusted earnings climbed to 64 cents a share from 8 cents a year ago. MedImmune said Wednesday fourth-quarter revenue increased to $528.7 million from $492 million, with sales of respiratory drug Synagis up 6% and sales of the FluMist flu vaccine more than doubling from a year ago. Analysts surveyed by Thomson Financial, on average, expected the drug maker to earn 54 cents a share and generate revenue of $555.5 million for the latest fourth quarter. For 2007, MedImmune expects to earn 90 to 95 cents a share on revenue of about $1.5 billion.
By Michael Baron

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