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Tuesday, June 10, 2008

Hot Stocks to Watch Wednesday

A Deutsche Bank AG analysis of options trading activity in both Goldman Sachs (NYSE:GS) and Citigroup (NYSE:C) - among others - suggests that traders are pricing in significant dividend cuts across the board in the financial services industry. The Short Term PowerRating for GS is 5 and the Short Term PowerRating for C is 6.
Nvidia (NasdaqGS:NVDA), one of the biggest makers of computer graphics chips, was downgraded today from "neutral" to "sell" by FTN Midwest, citing growing inventories and competition. The Short Term PowerRating for NVDA is 5.
The death watch for Lehman Brothers (NYSE:LEH) continues, with Wachovia Corp and Credit Suisse downgrading the stock due to Lehman's larger than expected losses. The Short Term PowerRating for LEH is 6.
National City Corp (NYSE:NCC), the largest bank in Ohio, admitted to having a "Memorandum of Understanding" with the Federal Reserve Bank of Cleveland with regard to questions over asset quality, liquidity and risk management. The Short Term PowerRating for NCC is 8.
The less than optimistic forecast provided by Texas Instruments (NYSE:TXN) during its mid-quarter outlook led traders to sell the stock on Tuesday. The Short Term PowerRating for TXN is 5.
Anticipated revenue growth from operations overseas led Deutsche Bank AG to upgrade Coca Cola (NYSE:KO) from "hold" to "buy." The Short Term PowerRating for KO is 4.

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Wednesday, February 13, 2008

Hot Stocks to Watch Wednesday

Here are 7 stocks for traders for Wednesday from TradingMarkets.com:
Applied Materials (NasdaqGS:AMAT) beat earnings on Tuesday, with $0.23 EPS over expectations of $0.20 EPS. AMAT's Short Term PowerRating is 4.
Watts (NYSE:WTS) beat earnings expectations on Tuesday afternoon, announcing $0.58 EPS over a consensus of $0.54 EPS. WTS's Short Term PowerRating is 4.
AES Corporation (NYSE:AES - News) reports earnings on Wednesday before the market opens, with traders looking for $0.26 EPS. AES's Short Term PowerRating is 5.
Daktronics (NasdaqGS:DAKT) is expected to announce $0.11 EPS on Wednesday morning. DAKT's Short Term PowerRating is 5.
Analysts are watching for Arcelor Mittal (NYSE:MT) to report $1.79 EPS before the bell on Wednesday. MT's Short Term PowerRating is 5.
When Coca-Cola (NYSE:KO) reports quarterly earnings on Wednesday before the bell, be watching for $0.55 EPS. KO's Short Term PowerRating is 5.
Vonage (NYSE:VG) should report -$0.10 EPS early Wednesday morning. VG's Short Term PowerRating is 5.

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Sunday, January 13, 2008

Jim Cramer's Stop Trading Jan. 11th

Stick with agriculture and recession stocks, Jim Cramer said on CNBC's "Stop Trading!" segment Friday.
"Mosaic (MOS) is terrific. ... I think Agrium (AGU) is a catch-up ... to Mosaic," Cramer said. "You're going to do better with that than ... betting against Procter (PG)."
More broadly, Cramer believes the market is frantic as shorts try to cover their bets on the bond insurers. "Today's a big short-squeeze day. 'Let's short squeeze Ambac (ABK) and MBIA (MBI).'"
In the financial sector, Cramer expects more take-unders like Bank of America's (BAC) purchase of Countrywide (CFC). He foresees Washington Mutual (WM) on the auction block, adding that CEO "Kerry Killinger is doing his best to do a bad job. ... Washington Mutual at $15 is like Countrywide at $8."
Cramer encouraged investors to play conservatively. "I would be partial to Coke (KO)," he said, adding that he was encouraged that commodity prices are down for the soft-drink company. Pepsi (PEP) is another good pick, he added.
Published By TheStreet.com

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Wednesday, January 09, 2008

Jim Cramer's Stop Trading Jan. 9th

Coca Cola (KO) is a good pick for 2008's volatile trading environment, Jim Cramer said on CNBC's "Stop Trading!" segment Wednesday.
"Coca Cola said on my show not that long ago [that] raw costs [and] commodity costs actually peaked. ... People are paying much more for those earnings because they're so consistent. ... Coke is going to continue to go higher," Cramer said.
Meanwhile, Berkshire Hathaway (BRKA) insurance executive Ajit Jain is spurring a short squeeze on Ambac (ABK) and MBIA (MBI), Cramer said.
Cramer's skeptical about Jain's assertion today on CNBC that Berkshire Hathaway may buy one of the beleaguered bond insurers. "Why open a business and therefore crush your competitors when you want to buy?" He says it doesn't make sense to go shooting against them and also buy them.
Cramer is leery of Ambac and MBIA's viability. "Buffett has historically not wanted to buy black boxes," Cramer continued. "Eric Dinallo, [New York's] superintendent of insurance, is saying 'I don't trust these companies.'"
"The shorts cover then put out," Cramer concluded, because of continued turmoil in the housing and financial markets.
Cramer also commented on Google's (GOOG) recent bounce. "I still think Google is the tell for this market. ... It is not the fundamentals driving Google or Apple (AAPL). If that were the case, Apple would be at $200 and Google would be at $700."
Published By TheStreet.com

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Tuesday, November 20, 2007

CNBC's Fast Money Recap Nov. 19th

The Dow closed down 218 points and the Nasdaq fell 43 points on Monday. Finerman sees storm clouds are everywhere and the Goldman downgrade of Citigroup (C) really hurt the markets. Najarian had a fun day trading. He also thinks the financial sector is in big trouble and he is extremely worried about General Motors (GM) which fell below $27.
Louise Yamada, a highly ranked technician on Wall Street, joined the show to discuss her analysis on the technicals of the market. She is currently worried that the S&P 500 could break 1406, which would signal to her an end of the longer-term uptrend. Yamada is still bullish on Cisco Systems (CSCO) and she would look to buy pullbacks on the name. She looked at the chart on Broadcom (BRCM) calling it a sell because it hasn't followed through after a false break-out. The chart on Coca-Cola (KO) is initiating an uptrend according to Yamada, so she would be a buyer of KO. Bed Bath and Beyond (BBBY) should be sold.
Retail
Nordstrom (JWN) reported a 22% rise in third-quarter profits helped by an extra week of sales.
Sears Holdings (SHLD) disclosed it has taken a 13.7% stake in Restoration Hardware (RSTO) and the possibility of proposing an acquisition.
Target (TGT) is set to report earnings Tuesday before the opening bell.
Hewlett-Packard (HPQ) clocked a 28% jump in profits off of strong notebook sales.
Medtronic (MDT) reported a 2% decline in profits, but the stock trades 3% higher after hours.
Lowe's (LOW) dropped 7% after reporting a 10% decline in profits due to the weak housing market.
Celgene (CELG) bought Pharmion (PHRM) for $2.9 billion. Adami thinks that Phizer must make a similar acquisition.
EchoStar (DISH) shares exploded higher Monday after Citigroup said there was a 65% chance that AT&T (T) will buy DISH.
Ultimate Fighting is now the fasting growing spectator sport in the United States. Macke says look for growth in cable companies and satellite companies like Viacom (VIA) and EchoStar. He also thinks makers of energy drinks like Coca-Cola will benefit. He said avoid the World Wrestling Entertainment (WWE) because the UFC is taking share. Lastly, Macke speculated that Anheuser-Busch (BUD) could be near a beverage deal with the UFC.
Pops & Drops
Pops - Xerox (XRX) traded up 2%.
Intercontinental Exchange traded up 3%
VeriSign (VRSN) traded up 2%.
Drops - E*TRADE (ETFC) fell 13% even with speculation of a takeover by Ameritrade (AMTD)
Wynn Resorts (WYNN) fell 7%
Genesco (GCO) plunged 24%.
Disney (DIS) fell 4%
General Motors (GM) fell 8% after the automaker announced plans for year-end discounts to clear out inventory.
Dillard's (DDS) fell 5%.
Tween Brands (TWB) fell 13%
Final Trade
Macke would purchase Dicks Sporting Goods (DKS) and Target on any selloff Tuesday
Najarian advises buying EchoStar (DISH) on a pullback under $44.
Finerman is long Goldman Sachs Group (GS) and short Lehman Brothers Holdings (LEH).
Adami recommends Vodafone Group (VOD) for a play on China.

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Monday, November 12, 2007

CNBC's Fast Money Recap Nov. 9th

On Friday the stock market continued to fall with the Dow plunging 223 points and the Nasdaq falling 68 points. The show guided investors through the difficulties of profiting in a down market. Najarian suggests Cisco Systems (CSCO) as a buying opportunity here. He also likes Apple (AAPL) which he mentioned is now selling the iPhone in Germany and soon China. Adami likes EMC (EMC) calling it a real story. Seymour recommends Microsoft (MSFT) and Finerman agreed. Finerman also thinks Altria (MO) is smoking and Adami recommends Unilever (UL). Najarian thinks international and weak dollar plays like McDonald’s (MCD) and Coke (KO) will continue to work.Bank stocks like Wachovia (WB), JPMorgan (JPM), and Bank of America (BAC) finished up on Friday. Najarian was with Citigroup (C). He mentioned that the Financial Select Sector SPDR Fund (XLF) saw 2-to-1 call options buying on Friday.
Word on the Street Merck (MRK) announces plans to pay $4.85 billion to settle most of the remaining Vioxx lawsuits. Adami recommends buying GlaxoSmithKline (GSK) here.E*Trade (ETFC) fell 13% after hours.
Retailers Wal-Mart (WMT) and Macy's (M) are set to report earrings next week. One interesting name to look at is low cost retailer TJ Maxx (TJX) which could be benefiting from consumers looking to save money. Finerman is sticking with Wal-Mart for a long term investment. Macke advises buying The Gap (GPS) and GameStop (GME).
Steel Trade Bearish news from both the housing and auto sectors has helped push U.S. Steel (X) down 7% this week. Seymour mentioned that possible suitors include POSCO (PKX) and some Russian steel makers. Seymour would watch is Mechel (MTL) as well.
Pops & Drops Pops- Monsanto (MON) traded up 3.5% after the company said it will double profits to the tune of $8 billion over the next five years.Allstate (ALL) traded up 4% after Citigroup upgraded the stock.Drops- Clearwire (CLWR) plunged 38% after Sprint Nextel (S) canceled a deal.Washington Mutual (WM) fell 11% off a investigation started by New York Attorney General Andrew Cuomo into the bank's dealings with mortgage appraisers.Fannie Mae (FNM) fell 6% after reporting a loss for the third-quarter.Whirlpool (WHR) fell 4% off a negative Barron's article.NASDAQ (NDAQ) dropped 10% after private equity firm Hellman & Friedman sold 23 million shares.
MisfiresOn October 25th Adami was a buyer of Sotheby's (BID) and since his call the stock fell 8%.October 2nd Finerman recommended buying Kohl's (KSS) and since her call, the stock has been crushed falling 20%.Najarian advocated buying Cisco Systems (CSCO) ahead of the earnings report and was dead wrong and Cisco fell 10% since his call on Tuesday.
Quicker Than the TickerOn October 15th Najarian said buy SunPower (SPWR) and Suntech (STP). He nailed the call and the stocks screamed up by as much as 50%.November 2nd Seymour picked Russian cellphone providers VimpleCom (VIP) and Mobile Telesystems (MBT). Seymour was right and both stocks climbed 6% in 5 days.October 15th Finerman recommended Flowserve (FLS). She was deadly accurate and the stock climbed 20% since her call.October 25th Adami suggested shorting Exxon Mobil (XOM) ahead of earnings. Adami was correct and XOM fell 4% after missing earnings.
Final Trade (Green)Adami favors BorgWarner (BWA) for a play on fuel efficiency and emissions control.Najarian feels positive about Energy Conversion Devices (ENR).Seymour recommends Powershares Water Resources ETF (PHO).Finerman likes Kaiser Aluminum (KALU).

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Friday, October 19, 2007

Jim Cramer's Mad Money Stock Recap Oct. 18th

Cramer continued his Back to School Tour today at Georgia Tech. He began by talking about InterContinental Exchange (ICE), which is up 131% since Cramer recommended it last March, and he thinks it still has room to go up since it profits off the volatility in the commodity markets. Cramer also thinks that this exchange might be bought out by NYSE EuroNext (NYX) which will bail him out of his NYX recommendation, which has been killing him all year. He believes NYX could pay up to $200 per share for the company. Cramer then took some questions from the audience. The first question was about exchanges investing in China, and Cramer said that he thinks Coca-Cola (KO) and Yum! Brands (YUM) are the best ways to play China.
Cramer then interviewed the CEO of Coca-Cola (KO), and they talked about the earning prospects for the stock and its international growth plans. Cramer is bullish on the stock, and is a fan of the CEO.
After the lightning round Cramer went over some stock picks with the Georgia Tech investment club. Nokia (NOK): Cramer thinks this stock is a winner. Grant Prideco (GRP): Cramer likes TransOcean (RIG), Halliburton (HAL), Schlumberger (SLB) and National Oilwell Varco (NOV) are better stocks. J Crew (JCG): Cramer said to back up the truck and buy this stock. Fossil (FOSL): Cramer doesn't like it as much as J Crew, and that he is worried about retailers that have had good runs recently.
Finally, Cramer ended the show by spending some time talking to students about the stock market and the economy.

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Tuesday, October 16, 2007

Hot Stocks to Watch Wednesday

Here are 7 stocks for traders for Wednesday from TradingMarkets.com:
Intel (NasdaqGS:INTC - News) beat earnings expectations on Tuesday afternoon, announcing $0.31 EPS over an expected $0.30 EPS. INTC's PowerRating (for Traders) is 6.
AMB Property (NYSE:AMB - News) beat earnings on Tuesday after the close, announcing $0.99 EPS over an expected $0.82 EPS. AMB's PowerRating (for Traders) is 7.
Altria (NYSE:MO - News) reports earnings on Wednesday morning before the bell, with analysts looking for $1.14 EPS. MO's PowerRating (for Traders) is 5.
Coca-Cola (NYSE:KO - News) should report $0.68 EPS before the market opens on Wednesday morning. KO's PowerRating (for Traders) is 5.
JP Morgan Chase (NYSE:JPM - News) is looking to announce $0.91 EPS on Wednesday morning before the market opens. JPM's PowerRating (for Traders) is 5.
Analysts will be watching for Piper Jaffray (NYSE:PJC - News) to report $0.56 EPS on Wednesday morning. PJC's PowerRating (for Traders) 7.
United Tech (NYSE:UTX - News) should announce $1.16 EPS on Wednesday morning. UTX's PowerRating (for Traders) is 6.

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Monday, October 15, 2007

Jim Cramer's Mad Money Stock Recap Oct. 12th

Cramer talked about three stocks that could benefit this week from the weak dollar. Coca-Cola (KO), which Cramer expects to hit $60 next week. The stock closed at $57.80.
Next is United Technologies (UTX), which Cramer said should "handily" beat its numbers with its great overseas exposure. Lastly, there is Altria (MO), which he also owns for his Action Alerts PLUS and which he believes is still the cheapest stock on the Dow Jones Industrial Average. Cramer also said that Citigroup (C) CEO Chuck Prince could be out of his position next week. Market players should consider getting into Citigroup by Friday.
BEA Systems (BEAS) got a massive takeover bid from Oracle (ORCL), something Cramer said he's been predicting would happen for a while. Activist investor Carl Icahn told Cramer that he was "right on" with his predictions. Icahn also said he feels Motorola (MOT) has "great value" and should be split up.
UBS (UBS) - Cramer told viewers that when a stock reports bad news and still goes higher, it's telling people it has bottomed and is ready to go much higher. He said that the bad news had been priced in the stock and now it is ready to go higher.
Tutogen Medical (TTG). On speculation Friday, Cramer said that although the stock is less than $1 away from its 52-week high, it looks like Tutogen could be headed up on deals with other companies. Cramer likes the stock, because it's likely it will get a bid from Zimmer Holdings (ZMH).
Cramer welcomed Chicago Bear linebacker Hunter Hillenmeyer on his show. When Hillenmeyer asked Cramer about Las Vegas Sands (LVS), Cramer pointed out the management there is "extraordinary." However, he believes Wynn (WYNN) is running the best casino in Macau. Cramer advised taking a little off the table. Next, he suggested Hillenmeyer consider selling JetBlue (JBLU) on Monday and buying more NYSE (NYX), which Cramer owns for his charitable trust, below $80

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Wednesday, October 10, 2007

CNBC's Fast Money Recap Oct. 9th

Technology
Stocks like Apple (AAPL) and Research In Motion (RIMM) are hitting new highs daily but the semiconductor stocks are not. Carter Worth, chief market technician at Oppenheimer found an incredible divergence with the semis declining by 30% against the S&P 500 tech stocks. Macke agrees and would play this divergence by going long Intel (INTC). Worth also noted that investment banks like Goldman Sachs (GS) were flying, but money central banks like Citigroup (C) were doing nothing.
Super Market
Firms like Coke (KO), Pepsi (PEP), Proctor & Gamble (PG) and Colgate (CL) will get to show investors how good business is. Macke thinks PG is doing the best and also favors Molson Coors (TAP) and Pepsi (PEP). Macke isn't positive on Clorox (CX).
Oil Trade
Oil rebounded back to over $80 on Tuesday and the Oil Services HOLDRs (OIH) followed the commodity to the upside. Seymour: play it by buying oil service companies with exposure to regions like Russia and the Caspian Sea, such as Halliburton (HAL) and Baker-Hughes (BHI). Najarian would avoid the Oil Services HOLDRs because it is over weighted with Schlumberger (SLB).
Word on the StreetMosaic (MOS) reported monster earnings on Tuesday and the stock soared. Najarian points out that there are buyers of the October $90 calls on Monsanto (MON) which operates in the same space as Mosaic.
SABMiller and Molson Coors (
TAP) announced plans to combine U.S. operations in a new firm to be named MillerCoors. Macke suggests they combined so they can go after Anheuser-Busch (BUD), which the hidden winner is Altria (MO), which has a 28% stake in SABMiller. Seymour favors international beverage plays Companhia de Bebidas (ABV) and Fomento (FMX).
Alcoa (AA) falls short of Wall Street's estimates.
Macke warns investors to expect a lot of misses like the one on Tuesday from Childrens Place (
PLCE).
Worth recommends shorting Nordstrom (
JWN), Tiffany (TIF) and Coach (COH).
Pops & Drops
Pops- Yum! Brands (
YUM) traded up 5%
ValueClick (VCLK) traded up 10%
Miramar Mining (MNG) popped 24% after Newmont Mining (NEM) bought the firm for $1.5 billion.
Altair Nanotechnologies (ALTI) exploded higher by 31% after the firm demonstrated its battery pack in an electric car.
California Pizza Kitchen (CPKI) traded up 5%.
Drops- Coach (COH) fell 3% off a bearish Bloomberg report.
Face2Face
Nokia (VCLK): Writer asked does it still have upside potential or should I cut my losses? Najarian: wait till the takeover of NAVTEQ (NVT) is digested, and then it will move higher.
Next writer made a good profit in XM Radio (XMSR), buying in at $8 and $9. Should they sell some XM and then buy some Sirius (SIRI)? Make says yes.
Final Trade
Macke recommends Johnson & Johnson (JNJ).
Worth: short Black & Decker (BDK).
Najarian: Cypress (CY).
Seymour: play international oil services with Integra Group.
Ned Riley, the CEO of Riley Asset Management says stay long PowerShares QQQ Trust (QQQQ).

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Tuesday, October 02, 2007

Jim Cramer's Mad Money Lighting Round Oct. 1st

Bullish:
Coca-Cola (KO) or Pepsi (PEP)
Investools (SWIM): Cramer likes the stock.
Skyworks (SWKS): Cramer likes this stock and RF Micro (RFMD) until the end of the year, and then he thinks it will be time to get out.
Media (FMCN) or Baidu.com (BIDU).
Best Buy (BBY) instead of Circuit City.
Under Armour (UA): Cramer thinks this quarter is going to be good, and that UA is the place to be.
Aircastle (AYR): Cramer likes the good yield, but the stock is not exciting.
Kraft (KFT)
Oracle (ORCL) is the better software play.
Bearish:
Melco (MPEL): Cramer thinks that they know nothing about the casino business. "Sell, sell, sell!"
China Precision (CPSL): Cramer thinks this is a sell, and that you should go with Focus.
Circuit City (CC): Cramer thinks there is nothing there
Invesco (IVZ): Go with T. Rowe Price (TROW) instead.
Level 3 Communications (LVLT): Cramer thinks you should stay away and that he needs to have the CEO on the show.
Tellabs (TLAB): Don't Buy, Don't Buy, Don't Buy.
ADM (ADM): Cramer thinks that this is a lost company
Lance (LNCE): Don't buy
Red Hat (RHT): Cramer doesn't like Red Hat
Jones Soda (JSDA): Stay away from

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Tuesday, August 14, 2007

Jim Cramer's Mad Money Stock Recap Aug. 13th

Thornburg Mortgage (NYSE: TMA - News), Washington Mutual (NYSE: WM - News), Lehman Brothers (NYSE: LEH - News), KB Home (NYSE: KBH - News), Beazer Homes USA (NYSE: BZH - News), Procter & Gamble (NYSE: PG - News), Coca-Cola (NYSE: KO - News), and Colgate (NYSE: CL - News)
Cramer predicts around 7 million "teaser" mortgages are likely to be defaulted and recommends "staying defensive," by avoiding real estate and bank stocks such as TMA, WM, LEH, KBH and BZH and investing in soft goods such as PG, KO and CL. While the Fed thinks mortgage woes will pass, Cramer still believes the Fed should cut rates.
Schering-Plough (NYSE: SGP - News)
Cramer thinks SGP is an excellent stock for the current environment and notes sales are up 13% since last year. He adds the company is not leveged to mortgaes and he believes in Fred Hassan, who was one of Cramer's transformational CEOs. He would wait until buying SGP, and while the current economic climate is not good, "we have no control on what the Fed will do," Cramer said.
Vodafone (NYSE: VOD - News),Verizon Wireless (NYSE: VZ - News)
VOD is a good international play and the world's best wireless carrier. Cramer thinks VOD will raise more revenues than the competition, owns a "serious chunk" of VZ, is successful in emerging economies and has a strong dividend.
CEO Interview: Jack Cumming, Hologic (NasdaqGS: HOLX - News) with Cytyc (NasdaqGS: CYTC - News)
Jack Cumming talked about the upcoming merger with CYTC, which will mean $400 million to $50o million in EBITDA and nine top women's health products. Cumming added the company can afford the acquisition and there is no financial risk.
Published by SeekingAlpha

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Jim Cramer's Stop Trading Aug. 13th

Colgate-Palmolive (NYSE: CL - News), Coca-Cola (NYSE: KO - News), Procter & Gamble (NYSE: PG - News): Cramer would buy rather than sell defensive stocks such as CL, KO, and PG. He told investors not to hold their breath for a Fed rate cut. "I think the Federal Reserve has a game plan," he said, "and the plan is to wipe out anyone who speculated." Cramer predicts the Fed is expecting a recovery with the upcoming election.

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Wednesday, July 18, 2007

Jim Cramer's Mad Money Lightning Round July 17th

Bullish Calls:

Macy's (NYSE: M - News): 'I am still banking with Terry Lundgren. I am not running away. I think the company, at $40 bucks, represents good value. 'Nike (NYSE: NKE - News): ' ... that looks like it's going to break through $60 next week.'Under Armour (NYSE: UA - News): 'I prefer Under Armour (to Crocs) here.'Coca-Cola (NYSE: KO - News): 'If I'm going to buy a soda company, I'm going to buy Coca-Cola.'Intel (NasdaqGS: INTC - News): 'The quarter's fine. You can't get excited about it. The stock will percolate higher.'Centex (NYSE: CTX - News): 'The only one that seemed to have stopped building homes before it got really crucial and horrible was Centex. If you insist on bottom-fishing in the group, I want you in CTX.'AT&T (NYSE: T - News): 'You do not sell T.'Verizon (NYSE: VZ - News)Foster Wheeler (NasdaqGS: FWLT - News): 'Buy FWLT on the way down. That's how I would play it.'Gildan Activewear (NYSE: GIL - News): ' ... has tremendous momentum. It remains one of my favorite stocks. I want to own it. I want to hold it. I say that, down to $32, is a real buy.'Nastech Pharmaceuticals (NasdaqGM: NSTK - News): ' ... had two patents today. One on obesity. This is our favorite spec of the year now in biotech. $12.96. If you pay more than $13, you're wrong. I think it's the most exciting stock out there.'
Bearish calls:
Jamba (NasdaqGM: JMBA - News): 'I know it's got great buzz. That's not enough for me anymore. Not after the Jones Soda come down... I'm not playing!'Crocs (NasdaqGS: CROX - News): 'I think the near-term move has been made and I prefer Under Armour here.'DR Horton (NYSE: DHI - News)Toll Brothers (NYSE: TOL - News)Lennar (NYSE: LEN - News)Alcan (NYSE: AL - News)

Published By SeekingAlpha

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Tuesday, July 17, 2007

Jim Cramer's Stop Trading July 16th

Sprint (NYSE: S - News) and Verizon (NYSE: VZ - News): On the report that Vodaphone may make a bid for VZ, Cramer would buy Sprint since "Vodaphone is saying cell phone networks are worth a lot of money." He thinks Sprint may be bought by private equity or "someone who needs to have another network in America." Concerning Verizon's CEO, Ivan Siedenburg, Cramer said, "He's done a great job with triple play. He's an underestimated man from day one."
Coca-Cola (NYSE: KO - News): Cramer reiterated Coke is the "ultimate weak-dollar play" and predicts the stock will reach $55 or $56 by the end of the week.
Moody's (NYSE: MCO - News) and McGraw-Hill (NYSE: MHP - News): Cramer would short MCO by being long MHP since the latter company, which owns Standard and Poor's is "a better outfit that's more diversified."

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Monday, July 16, 2007

Hot Stocks to Watch Tuesday

Here are 7 stocks for traders for Tuesday from TradingMarkets.com:
Novellus (NasdaqGS:NVLS - News) beat expectations on Monday afternoon, announcing $0.45 EPS over an expected $0.43 EPS. NVLS's PowerRating is 4.
Coca-Cola (NYSE:KO - News) reports earnings on Tuesday before the market opens; look for $0.82 EPS. KO's PowerRating is 5.
Johnson & Johnson (NYSE:JNJ - News) announces quarterly earnings on Tuesday morning, with analysts looking for $1.00 EPS. JNJ's PowerRating is 4.
KeyCorp (NYSE:KEY - News) should report $0.70 EPS on Tuesday before the bell. KEY's PowerRating is 4.
When Regions Financial (NYSE:RF - News) reports earnings tomorrow morning, watch for $0.69 EPS. RF's PowerRating is 4.
US Bancorp (NYSE:USB - News) is expected to announce $0.67 EPS on Tuesday morning. USB's PowerRating is 4.
Analysts are expecting Wells Fargo (NYSE:WFC - News) to report $0.67 EPS before the bell on Tuesday. WFC's PowerRating is 5.
PowerRatings (for Traders) are courtesy of TradingMarkets.com

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Jim Cramer's Mad Money Stock Recap July 13th

Next Week's Game Plan: Coke (NYSE: KO - News), Intel (NasdaqGS: INTC - News), United Technologies (NYSE: UTX - News), Freeport McMoRan Copper & Gold (NYSE: FCX - News), Honeywell (NYSE: HON - News), Johnson Controls (NYSE: JCI - News), Caterpillar (NYSE: CAT - News), Schlumberger (NYSE: SLB - News), Merrill Lynch (NYSE: MER - News), Wells Fargo (NYSE: WFC - News), JPMorgan Chase (NYSE: JPM - News), Bank of America (NYSE: BAC - News) and Citigroup (NYSE: C - News)
Cramer expects better-than-expected earnings from the following companies, and would buy before their reports next week: KO, INTC, UTX, FCX, HON, JCI, CAT and SLB. Since banks are "on a mission to show that there is no slowdown" and are likely to raise their dividends and buy back stock, Cramer would buy MER, WFC, JPM, BAC and C prior to their earnings reports.
That 80s Show: Boeing (NYSE: BA - News), Caterpillar (NYSE: CAT - News), ConocoPhillips (NYSE: COP - News), Energizer (NYSE: ENR - News), Air Products & Chemicals (NYSE: APD - News), Apache (NYSE: APA - News), Terex (NYSE: TEX - News)
"I've discovered alchemy," declared Cramer, noting the six stocks (BA, CAT, COP, ENR, APD and APA) he has discussed this week in connection with his theory (that stocks at $80 go to $100 and then to $120) are up an average of 5.2%. On Friday, Cramer added TEX to the list, since it is around $80 and will benefit from the "wild bull market" of infrastructure and machinery. He doesn't regard CAT as a rival, since "Terex's bread and butter is in aerial work platforms" which are not produced by CAT. He is not worried about competition from Manitowoc in the crane business.
Incredibly Risky Play: GeoEye (NasdaqGM: GEOY - News)
Cramer recommended GEOY as an "incredibly risky play" which is not for IRA money, but could have a major upside. Although it is the biggest commerical satellite company, GEOY has yet to make a profit. However, Cramer thinks outsourcing demands and Google Earth might make this company profitable, not to mention its main competitor is not a publicly traded stock. According to Cramer, the stock could double on the successful commission of a new satellite. However, the date has been deferred once, and if the satellite does not go up when expected, GEOY "could get hammered." While he urges caution, Cramer says GEOY is a great speculative stock.

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Friday, June 15, 2007

Jim Cramer's Mad Money Stock Recap June 14th

Father's Day Special: Google (NasdaqGS: GOOG)
Devoting Thursday's program to Father's Day, Cramer thanked his father for encouraging him to read the stock pages early and getting him "hooked" on the game. When asked by an audience member if it is better to buy options of a viable, high-priced stock like Google rather than shares, Cramer replied he would prefer buying shares, even if one can afford only one share; "My take is just own the common stock -- don't out-think it ... buying one share of Google is a great way to get started."
The Russerts: Nike (NYSE: NKE)
Tim Russert, host of NBC's Meet the Press, and his son Luke joined Cramer and discussed their success with Nike which brought Luke's savings from $21,000 to $25,000. He also discussed the importance of teaching kids to save money and to work hard.
Family Therapist: Masco (NYSE: