Jim Cramer Blog

Bullish Calls:
Freeport-McMoRan (NYSE: FCX - News): 'A lot of people were shaking today when it was down $4. That was a mistake. The quarter was a thing of beauty. ... I think you should stay in FCX. Copper and gold? We need 'em both.'Celgene (NasdaqGS: CELG - News): 'Buy some Celgene!'Schlumberger (NYSE: SLB - News): 'This company is the best in show. I gotta tell you something. It ain't done. You know what this company is? It's $80 going to $120. ... Get some Schlumberger.'Ford (NYSE: F - News): 'Go buy the Ford preferred. Don't buy the common.'Bank of America (NYSE: BAC - News)Citigroup (NYSE: C - News)Hologic (NasdaqGS: HOLX - News): 'It has to close this deal. Until it closes this deal, you're not going to get the ramp that you want. ... This is going to own women's diagnostics. They're going to own it, and when they do, this stock is going to go up huge.'Dominos Pizza (NYSE: DPZ - News): 'It reported this great quarter. ... Remember, just up $2 almost. I prefer to buy it under $20. Be patient.'Tata Motors (NYSE: TTM - News): 'I'm going to give this only a lukewarm buy up here.'Accenture (NYSE: ACN - News)Trinity Industries (NYSE: TRN - News): ' I like Trinity because I like rails. When you think of rails, you think of a company that makes rail cars. That's Trinity.'Leucadia National (NYSE: LUK - News): 'It's just a couple of guys that run money. They do a good job. ... I'm never going to dis them.'Brookfield Asset Management (NYSE: BAM - News)Nike (NYSE: NKE - News)Caterpillar (NYSE: CAT - News): 'You need to be in Caterpillar.'Terex (NYSE: TEX - News)
Bearish calls:
Human Genome Sciences (NasdaqGM: HGSI - News): 'Don't mess with Human Genome Sciences. Buy some Celgene.'ING (NYSE: ING - News): 'That's a bank I don't really care for.'Spartan Motors (NasdaqGS: SPAR - News): 'This was a great trade. It has since turned into a bad one, and I've gotta tell you, bad ones don't come back. ... I don't want to own this anymore.'Joy Global (NasdaqGS: JOYG - News): 'Too levered to coal. That was a nasty, ugly quarter. I can't sugarcoat it.'Nokia (NYSE: NOK - News): 'Do I like Nokia? Absolutely. Do I think that you're being a hog? Absolutely. You're selling half tomorrow morning, my friend.'
Published By SeekingAlpha

Labels: BAC, BAM, CAT, CELG, DPZ, F, FCX, HGSI, HOLX, Jim Cramer, Lightning Round, LUK, Mad Money, NKE, NOK, SLB, SPAR, TRN, TTM

By TradingMarkets Research
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.
R.H. Donnelley (NYSE:RHD) & WebMD Health Corporation (NasdaqGS:WBMD). RHD's PowerRating is 7, and WBMD's PowerRating 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.
Smithfield Foods (NYSE:SFD) & Gigamedia (NasdaqGM:GIGM). SFD's PowerRating is 5, and GIGM'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.
Domino's Pizza (NYSE:DPZ). DPZ's PowerRating is 7.
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.
Liz Claiborne (NYSE:LIZ). LIZ'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.
Best Buy (NYSE:BBY). BBY's PowerRating is 4.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

Labels: BBY, DPZ, GIGM, Hot Stocks, LIZ, RHD, SFD, WBMD

Bullish calls:
Downey Financial (NYSE: DSL): 'Let's go buy some Downey.'Nokia (NYSE: NOK): 'Reported a pretty good number.'Apple (NasdaqGS: AAPL): 'Marking time ... one of just three tech stocks I said you could own right through to the summer.'Quicksilver Resources (NYSE: KWK): 'That's the good Quicksilver ... happens to be in my sweet spot.'Dow Chemical (NYSE: DOW): 'They decided they don't want value ... you take the dividend, you hold the stock. Dow will be acquired.'XTO Energy (NYSE: XTO)Procter & Gamble (NYSE: PG): 'I think it's a coiled spring ... I like management very much ... I say it's at the right level ... step up to the plate and buy it before it hits 65.'RPM International (NYSE: RPM): 'Kind of has been lost in the shuffle. ... The long-term record with RPM is so good, we're giving them the benefit of the doubt.'St. Jude Medical (NYSE: STJ): 'Two ways to win ... get the heart business pumping much faster or we get a takeover. Do not abandon St. Jude even though it's had a nice run.'Google (NasdaqGS: GOOG)Domino's Pizza (NYSE: DPZ): 'Surprised the stock has pulled back .... We stay long Domino's, and I want you to buy some.'Diageo (NYSE: DEO): 'When the stock got to 74, quite an anomaly after they reported a fantastic quarter ... Stock just up 9 straight points. ... I want you to wait for a pullback to 80 before I want you to get involved.'Broadridge Financial (NYSE: BR): 'I do like the brokerage business, and that's what it's levered to.'Tiffany (NYSE: TIF): 'Holy cow is that ever a great company.'Coach (NYSE: COH): 'Coach, Ralph Lauren, Guess? those are all premium brands that you can buy and pay high multiples for.'Polo Ralph Lauren (NYSE: RL)Guess? (NYSE: GES)
Bearish calls:
Companhia Vale do Rio Doce (NYSE: RIO): 'We've liked this stock literally for 15 points ... Let it come in, then you'll have to buy it back. Rio is a great growth story ... as is Brazil.'BHP Billiton (NYSE: BHP)TrustCo Bank Corp (NasdaqGS: TRST): 'Seemingly inexpensive ... problem is on a book value basis, it is very expensive. ... I say ixnay on the TrustConay. Let's go buy some Downey.'Motorola (NYSE: MOT): 'I've been right to stay away from Moto ... they sent me a press release about how Carl Icahn is not welcome on their board. ... Motorola, let Carl Icahn on your board. And if not, until then, stay away.'Southern Copper (NYSE: PCU)
Published By SeekingAlpha

Labels: BR, COH, DEO, DOW, DPZ, DSL, GES, Jim Cramer, KWK, Lightning Round, Mad Money, MOT, NOK, PG, RIO, RPM, STJ, TIF, XTO

Labels: DEO, DPZ, ERTS, HYDL, Jim Cramer, Mad Money, MRVL, NOV, S, SHLD, THQI, TS, VG

Case for Trades: Marvell (NasdaqGS: MRVL)
Cramer discussed the outdated stigma that surrounds trading, and said that there is no reason to avoid trades now that taxes and commissions are the lowest he has seen them. "Buy and hold" doesn't cut it anymore, he commented, adding that his Mad Money picks are not meant to be held forever; investors "should try to buy as low as possible and sell high ... That doesn't make you a trader. It makes you an intelligent manager of your own money." In spite of an upgrade by Deutsche Bank and J.P Morgan, semiconductor stocks will not be strong until the middle of the year, and he expects MRVL to get hit harder than the rest. However, Cramer would buy the stock low because "Marvell is not a trade. It's not an investment. It's just a good idea." He would pick up the stock below $18 before it reports, but would do homework first.
Oil is Well: National Oilwell Varco (NYSE: NOV - News), Teneris (NYSE: TS - News), Hydril (NasdaqGS: HYDL)
Although The Street has abandoned oil, Cramer likes NOV, since it "is the biggest maker of oil rigs on earth," reported an amazing quarter and is cheap. He points out that just as Teneris has agreed to buy HYDL for $97 a share, another buyer could pick up NOV. Cramer would buy some before it gets a takeover bid.
Q & A and Mad Mail: Sears Holdings (NasdaqGS: SHLD), Sprint (NYSE: S - News), Electronic Arts (NasdaqGS: ERTS), THQ (NasdaqGS: THQI), Domino's (NYSE: DPZ - News), Diageo (NYSE: DEO - News), Vonage (NYSE: VG - News)
Cramer says that he is recommending SHLD because it could be another Berkshire Hathaway, but said that he would get rid of the stock if he saw "deviation from... the Berkshire plan." Concerning Sprint, he says he would not recommend a stock when its fundamentals are deteriorating, and adds, "I keep waiting till the estimates get so low that they can't deteriorate further," and says that he would back up the truck when that happens. While the success of one game would not make such an impact on $15 billion company ERTS, it could affect$2 billion company THQ, and since the stock is expensive, Cramer would not buy it. Cramer says that "the worst is over" for DPZ, and would hold on to it, since it is a good chain. Finally, Cramer says Diageo is "terrific" and VG is "radically overpriced."
Published by SeekingAlpha

Labels: DEO, DPZ, ERTS, HYDL, Jim Cramer, Mad Money, MRVL, NOV, S, SHLD, THQI, TS, VG

Acco Brands (NYSE:ABD - News) reported a fourth-quarter loss of $800,000, or a penny per share, down from a year-ago profit of $26.2 million, or 48 cents a share. The latest results include restructuring and non-recurring after-tax costs of about $20.9 million, or 39 cents a share. On an adjusted basis, excluding items, the company earned $27.3 million, or 50 cents a share, in the latest quarter. Sales edged 1% higher in the latest three months to $520.6 million from $513 million a year earlier. The average estimate of analysts polled by Thomson First Call was for a profit of 46 cents a share in the December period. Looking ahead, the Lincolnshire, Ill., office products seller said it expects to generate EBITDA of between $230 million and $240 million for 2007.
The Andersons Inc. (NasdaqGS:ANDE - News) said it expects to "slightly exceed" its previous 2006 earnings forecast of $1.90 to $2.10 a share. The Andersons is based in Maumee, Ohio.
Apollo Group (NasdaqGS:APOL - News) said that its first-quarter net income dropped to $115.6 million, or 66 cents a share, from $130.8 million, or 73 cents a share, a year ago following higher costs. Analysts had been expecting the education program provider to post earnings of 62 cents a share, according to data compiled by Thomson Financial. Revenue rose by 6.3% to $668.2 million. The company said that it's expecting accounting changes to have a material adverse impact on previously reported results. Apollo said that it's preparing to restate its financial statements and said that this situation could also affect the latest set of financial statements and information.
Aspen Technology (NasdaqGM:AZPN - News) shares gained after the Cambridge, Mass.-based software provider late Tuesday reported fiscal second-quarter revenue of $96.4 million, up 26% from last year. Aspen said income from operations came in at $25.8 million in the quarter. The company also said it expects to restate its previously issued financial statements for fiscal 2004 through 2006 and the first quarter of fiscal 2007, relating primarily to non-cash adjustments in its reported non-operating income.
Brightpoint Inc. (NasdaqGS:CELL - News) said fourth-quarter net income rose, as wireless devices handled gained, to $9.74 million, or 19 cents a share, from $8.85 million, or 18 cents a share, during the same period in the prior year.
British Airways (NYSE:BAB - News) was upgraded to buy from neutral at Merrill Lynch.
Brooks Automation (NasdaqGM:BRKS - News) swung to a fiscal first-quarter profit of $22.1 million, or 30 cents a share, from a year-earlier loss of $11.7 million, or 18 cents a share, on higher revenue from core hardware business along with acquisitions. The company had expected GAAP earnings of 24 cents to 28 cents a share in the first quarter. Excluding certain items, non-GAAP earnings in the most recent quarter were 35 cents a share. The Chelmsford, Mass., automation products provider's revenue for the first quarter ended Dec. 31 rose 76% to $191.4 million from $108.5 million a year ago. Analysts surveyed by Thomson Financial expected, on average, quarterly revenue of $187 million. Meanwhile, the company had forecast first-quarter revenue of $185 million to $190 million. Brooks expects second-quarter GAAP earnings of 25 cents to 30 cents a share, including 5 cents a share of charges, and revenue of $185 million to $190 million.
Cisco (NasdaqGS:CSCO - News) reported that quarterly profit surged 40%, boosted by its acquisition of Scientific-Atlanta and surging demand for Internet equipment among telecom companies and small businesses.
Consolidated Graphics (NYSE:CGX - News) said fiscal third-quarter net income rose to $16.4 million, or $1.17 a share, from $9.9 million, or 71 cents a share. Sales rose to $269.6 million from $226.2 million. Analysts, on average, expected it to earn $1.02 a share on revenue of $243 million, according to Thomson Financial. For the March quarter, the commercial printing company expects quarterly revenue to increase 15% from the prior year to $255 million, with earnings per share increasing 39% to $1.03. Analysts polled by Thomson expect it to earn 95 cents a share on revenue of $229 million, on average.
Digital River (NasdaqGS:DRIV - News) was initiated with a buy rating at American Technology Research.
DirecTV Group Inc. (NYSE:DTV - News) said fourth-quarter net income rose to $356 million, or 29 cents a share, from $121.2 million, or 9 cents a share. El Segundo, Calif.-based DirecTV said revenue rose to $4.18 billion from about $3.6 billion. Analysts, on average, expected it to earn 30 cents a share on revenue of about $4.1 billion, according to Thomson Financial.
Domino's Pizza (NYSE:DPZ - News) said it offered to buy back up to 13.9 million shares of its common stock, as part of plan to recapitalize the company. The Ann Arbor, Mich. pizza delivery service said it would pay no less than $27.50 a share and no more than $30 a share for each stock it buys back. The company also said it was offering to repurchase the outstanding 8 1/4% debt, due 2011, and will repay all of its outstanding borrowings under the existing credit facility. The company said it was negotiating an asset-backed securitized facility of up to $1.85 billion.
Edge Petroleum (NasdaqGS:EPEX - News) was upgraded to strong buy at Raymond James.
FEI Co. (NasdaqGM:FEIC - News) said it swung to net income in the fourth-quarter, as bookings remained solid and operating expenses declined, of $14.7 million, or 36 cents a share. During the same period in the prior year, the net loss was $30.7 million, or 92 cents a share.
Fidelity National Information Services Inc. said fourth-quarter net income rose, as revenue gained, to $75.1 million, or 39 cents a share, from $45.5 million, or 35 cents a share, during the same period in the prior year.
Horace Mann Educators Corp. (NYSE:HMN - News) reported fourth-quarter earnings of $28.6 million, or 64 cents a share, up from a year-ago profit of $16.1 million, or 35 cents a share. Looking ahead, the Springfield, Ill., insurance provider forecast net income before realized investment gains and losses of $1.80 to $1.95 per share in 2007.
Infineon Technologies (NYSE:IFX - News) said it will provide an integrated system-on-chip for Nokia's (NYSE:NOK - News) entry-level phones. Nokia said it's aiming to further improve the power performance in entry level phones and reduce their size.
Intevac (NasdaqGM:IVAC - News) said its fourth-quarter net income more than doubled to $21.3 million, or 97 cents a share, from year-earlier earnings of $9.93 million, or 46 cents a share, helped by higher sales and a larger margin. Results included a $1.1 million reversal of tax costs. The Santa Clara, Calif., maker of flat-panel display manufacturing equipment saw revenue rise 82% to $95.9 million from $52.7 million a year earlier. Analysts polled by Thomson Financial expected, on average, earnings of 70 cents a share on revenue of $86.5 million. Gross margin improved to 40.8% from 34.9% a year earlier. The stock was upgraded to buy from hold at Needham & Co.
Keane (NYSE:KEA - News) agreed to be acquired by Caritor Inc., a private San Ramon, Calif., information technology services provider, for about $854 million. The deal values Keane shares at $14.30 each in cash, a 19% premium to Tuesday's closing price of $12. The parties, which expect the transaction to close in the calendar second quarter, said the resulting private company would have anticipated annual revenue of more than $1 billion. Keane, based in Boston, posted revenue of $232 million in the third quarter ended Sept. 30.
Lazard Ltd. (NYSE:LAZ - News) said fourth-quarter earnings rose to $36.6 million, or 78 cents a share, from $21.7 million, or 57 cents a share, a year earlier. Analysts surveyed by Thomson Financial had been expecting earnings of 63 cents a share, on average. Revenue rose to $498.3 million from last year's $391.9 million, as strong merger and acquisition performance helped boost revenue in its financial advisory business.
Multi-Fineline Electronix (NasdaqGS:MFLX - News) said its fiscal first-quarter earnings fell 79% to $3.65 million, or 14 cents a share, from $17.3 million, or 69 cents a share, a year earlier, hurt by price reductions and reduced sales. Analysts polled by Thomson Financial expected, on average, earnings of 20 cents a share and sales of $130.7 million. The Anaheim, Calif., provider of flexible printed-circuit and component-assembly services said sales for the period ended Dec. 31 fell 11% to $123.9 million from $139.7 million from the year-ago period.
Published By Michael Baron

Labels: ABD, ANDE, APOL, AZPN, BAB, BRKS, CGX, CSCO, DPZ, DRIV, DTV, EPEX, FEIC, HMN, IFX, IVAC, KEA, LAZ, MFLX, NOK