Jim Cramer Blog

Bullish:

Excel Maritime (EXM): bullish on all dry bulk shipping companies.
Companhia Vale do Rio Doce (RIO): Cramer thinks this stock should go higher
Range Resources (RRC): Cramer likes this stock along with the other cheap oil companies
Quicksilver Resources (KWK)
Rosetta Resources (ROSE)
XTO Energy (XTO): his favorite in the sector
Celgene (CELG): one of the best picks he has ever made.

Bearish:

Navteq (NVT): Cramer thinks it's time to ring the register
Garmin (GRMN)
Urban Outfitters (URBN): Cramer's not a fan.
Western Union (WU): This stock doesn't have enough upside.
Nastech (NSTK): Wouldn't recommend buying it until it goes back to $12.
Citigroup (C): Undervalued, but he's not a fan of CEO Chuck Prince.
Sears (SHLD): Cramer isn't urging people to buy

Labels: C, CELG, EXM, GRMN, Jim Cramer, KWK, Lightning Round, Mad Money, NSTK, NVT, RIO, ROSE, RRC, SHLD, URBN, WU, XTO

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

Bullish Calls:
Celgene (NasdaqGS: CELG): 'I would much rather see you in something like a CELG. You know that CELG is my favorite play.'Nastech Pharmaceutical (NasdaqGM: NSTK)Incyte (NasdaqGM: INCY): 'If you want speculation ... I am going to direct you to ... INCY.'Corning (NYSE: GLW - News)W.R. Grace (NYSE: GRA - News): 'It's up 108% year over year and you know what? It's not done going up. GRA - specialty chemicals, construction... all sorts of a pastiche... I always liked it before the asbestos problem. I still like it now.'Level 3 Communications (NasdaqGS: LVLT): 'Now, c'mon man. We've been up 100%. We're up just an unbelievable amount on this thing. It's already up this year about 10%. It's pulled back. I say it's time to strike! Let's buy some more LVLT.'Rite Aid (NYSE: RAD - News): 'Mary Sammons may be one of the finest execs in the world, but I am the only guy who champions her!'Manulife Financial (NYSE: MFC - News): ' ... is the repository for some of the best mutual funds... If were doing this show from Canada, this would be the best of breed of our great country.'MetLife (NYSE: MET - News)Prudential Financial (NYSE: PRU - News)Companhia Vale do Rio Doce (NYSE: RIO - News): 'Oh, we got behind this one... RIO, at $40 bucks is still a buy. Why? Because there is a benign oligopoly of companies that own nickel mines ... RIO is going much higher.'Halliburton (NYSE: HAL - News): 'HAL has got that gigunda buyback going on. ('mon-back sound). The stock is finally moving. The whole group is rolling ... It's not done going up. It's going to keep going up.'Six Flags (NYSE: SIX - News): ' I still think Mark Shapiro is best in show. I think a ticket to Six Flags has to come down... I do like the stock at $6.'Cummins (NYSE: CMI - News):Magellan Midstream (NYSE: MMP - News): 'Now, you've got a nice 5% yield, so you're not going to be in any danger of getting hit too badly ... But! How can you not schnitzel a little after that big gain. Take some of that profit out. Start playing with the house's money!'Corning (NYSE: GLW - News): 'I'd rather see you in GLW. I'm not kidding. GLW. I think it's got some the same end markets and a better play.'Quicksilver (NYSE: KWK - News): ' ... load the boat up! That's my favorite name now that XTO Energy has moved up and rose...'Annaly Capital (NYSE: NLY - News): 'Go into NLY for heaven's sake.'
Bearish calls:
ViroPharma (NasdaqGS: VPHM): ' I got hurt by this stock so bad, that I feel like I shouldn't really opine on it. It is not best of breed.'Opnext (NasdaqGS: OPXT): 'I got behind this one. It's bouncing nicely, but I've got to tell you, this decline was really awful.'Quiksilver (NYSE: ZQK - News): ' ... that's paid way too much for a bunch of snowboard names, outdoor equipment ... stay away from that one. If you need to be in that specialty apparel game, I am going to tell you, I am not your call ... it's too dangerous to me.'Best Buy (NYSE: BBY - News): 'Holy cow! Is there a day this stock doesn't go down after that great quarter? Retail has become very, very tough.'Taiwan Semiconductor (NYSE: TSM - News): 'It is not going to go down a lot, because it has a 3% yield, but I am not going to be tricked into recommending a tech stock. ... Don't buy, don't buy.'Paccar (NasdaqGS: PCAR): ' No, no, no. We're going to go with CMI, which just split. I like it much more.'Heelys (NasdaqGM: HLYS): 'No. C'mon. I mean, way overvalued. Sell, sell, sell! They've got to come up with something better than just an indoor thing.'HFF (NYSE: HF - News): 'No। Go into NLY for heaven's sake.'
Published By SeekingAlpha

Labels: BBY, CMI, GLW, GRA, HAL, Jim Cramer, KWK, Lightning Round, Mad Money, MET, MFC, MMP, NLY, PRU, RAD, RIO, SIX, TSM, ZQK

Abercrombie & Fitch (NYSE:ANF - News) fourth-quarter profit rose 20% as sales climbed 18% but the New Albany, Ohio, teen-wear retailer warned that first-half results would be pressured. Same-store sales in the quarter dropped 3%.
Cleveland-Cliffs Inc. (NYSE:CLF - News) reported fourth-quarter earnings available to common- share holders of $1.59 a share, compared with $1.18 in the year-earlier period. Revenue at the Cleveland producer of iron-ore pellets rose to $622.6 million from $468.9 million.
EDO Corp. (NYSE:EDO - News) said its fourth-quarter net profit fell 44% to $4.2 million, or 22 cents a share, from $7.4 million, or 37 cents a share a year earlier. Revenue for the period ending Dec. 31 rose 29.4% to $258.7 million, due to acquisitions including engineering group CAS Inc. and Impact Science & Technology. Organic growth slipped 8.8% due to lower sales in its electronic-force-protection division, as margins and profit were hit by one-time items including legal costs and write-offs. Analysts polled by Thomson Financial were expecting earnings of 45 cents a share on revenue of $261 million. EDO said it expects 2007 revenue, excluding the impact of acquisitions, to be between $960 million and $1.01 billion.
EMC Insurance Group Inc. (NasdaqGS:EMCI - News) reported fourth-quarter net income fell 40% on 2.7% lower revenue. Earnings were $11.5 million, or 84 cents a share, against $19 million, or $1.40, in the year-earlier period. Operating earnings were 78 cents compared with $1.34. Revenue fell to $114.8 million from $118 million. Premiums earned decreased 3.7% to $102.8 million. Investment income increased 8.3%to $11.9 million. For 2007, EMC expects operating earnings of $2.25 to $2.50 a share, compared with the $3.70 posted for 2006.
G-III Apparel Group Ltd. (NasdaqGM:GIII - News) said it expects fiscal 2007 earnings of 90 cents to 95 cents a share on revenue of $425 million to $428 million.
ICT Group Inc. (NasdaqGM:ICTG - News) reported fourth-quarter net income of $5.1 million, or 32 cents a share, up from $4 million, or 30 cents, earned in the last three months of 2005. Quarterly revenue generated by the Newtown, Pa.-based services outsourcing company reached $117.2 million from the prior year's $110.4 million. Analysts, on average, had been looking for earnings of 32 cents a share on revenue of $116 million, according to estimates compiles by Thomson Financial. For 2007, ICT Group said it's shooting for earnings in a range of $1.43 to $1.50 a share; analysts' average stands at $1.49 a share. However, the company pegged first-quarter earnings at 20 cents to 23 cents a share, compared to a 30-cent average estimate among analysts who follow ICT Group.
Newmont Mining Corp. (NYSE:NEW - News) reported fourth-quarter earnings of $223 million, or 50 cents a share, up from a year-ago profit of $62 million, or 14 cents a share. On a continuing operations basis, Denver-based Newmont earned $215 million, or 48 cents a share, in the latest quarter, up from last year's equivalent profit of $69 million, or 16 cents a share. Revenue rose in the latest three months to $1.46 billion from $1.29 billion in the same period a year earlier. The average estimate of analysts polled by Thomson Financial was for a profit of 40 cents a share in the December period. Newmont said its consolidated gold sales for the fourth quarter reached 2 million ounces at costs applicable to sales of $322 per ounce and an average realized price of $619 per ounce. Looking ahead, the company said it expects capital spending of between $1.8 billion and $2 billion for 2007.
Patterson Cos. (NasdaqGS:PDCO - News)reported fiscal third-quarter earnings of 43 cents a share, up from 39 cents in the year-earlier period. The latest results reflect an income tax benefit of a penny a share and stock-based compensation expense of a penny a share. Sales rose 4% to $709.5 million from $682.4 million. The average estimate of analysts polled by Thomson Financial was profit of 44 cents.
Quicksilver Resources Inc. (NYSE:KWK - News) reported fourth-quarter earnings of 24 cents a share, down from 43 cents in the year-earlier period. The Fort Worth, Texas, oil and gas company posted revenue of $102 million vs. $102.9 million. Analysts polled by Thomson Financial had forecast earnings of 27 cents a share on revenue of $104 million.
Reddy Ice Holdings Inc.'s (NYSE:FRZ - News)fourth-quarter net loss widened to 23 cents a share from 20 cents while revenue rose 1.2% to $61.6 million. Analysts polled by Thomson Financial had expected a loss of 17 cents on revenue of $61 million. Reddy said it expects 2007 revenue to range $360 million to $370 million. Net income is expected to range 87 cents to $1.06 a share. The company also said Jimmy Weaver will succeed William Brick as CEO. Brick will become executive chairman.
Rogers Corp. (NYSE:ROG - News) reported fourth-quarter earnings of 72 cents a share, up from 62 cents in the year-earlier period. Revenue at the Rogers, Conn., maker of specialty material-based products rose to $122.7 million from $98 million. The company expects first- quarter earnings of 48 cents to 52 cents a share on revenue of $108 million to $112 million.
Ruth's Chris Steak House Inc. (NasdaqGS:RUTH - News) reported fourth-quarter earnings more than doubled to 46 cents a share from 18 cents in the year-earlier period. Revenue rose 51% to $88 million.
Salesforce.com Inc. (NYSE:CRM - News) fourth-quarter profit fell 91%, while revenue surged 58%, roughly in line with expectations.
Safeway Inc.'s (NYSE:SWY - News) fiscal fourth-quarter earnings rose 77% to $307.9 million or 69 cents a share, from $173.5 million, or 39 cents a share, boosted by 8-cents a share in favorable tax items. The year-earlier quarter was hampered by a net of 10 cents a share because of store-exit activities, employee buyouts that were only partially offset by favorable tax items. The Pleasanton, Calif., food and drug retail chain said Thursday that revenue grew 3.8% to $12.5 billion from $12.05 billion in the year-earlier quarter. Identical-store sales, or sale at stores open for more than a year, climbed 3.5%.
Symbion Inc. (NasdaqGS:SMBI - News) said fourth quarter earnings fell to $4.5 million, or 21 cents a share, from $5.6 million, or 25 cents a share, a year earlier. Analysts polled by Thomson Financial predicted fourth quarter earnings of 22 cents a share. Revenue rose 10% to $78.9 million from $71.5 million as same-store net patient service revenue climbed 8%.
Synopsys Inc.'s (NasdaqGS:SNPS - News) fiscal first-quarter net income surged to 16 cents a share from a penny a share in the year-earlier period. The Mountain View, Calif., software company's revenue for the quarter ended Jan. 31 increased 15% to $300.2 million.
Toll Brothers, (NYSE:TOL - News) the Horsham, Pa., luxury-home builder, reported fiscal first-quarter net income fell 67% on 19% lower revenue.
Published By MarketWatch

Labels: ANF, CLF, CRM, EDO, EMCI, FRZ, GIII, ICTG, KWK, NEW, PDCO, ROG, RUTH, SMBI, SNPS, SWY, TOL

Omnicell (NasdaqGM:OMCL - News) shares jumped after the company posted fourth-quarter earnings of $3.8 million, or 13 cents a share, up from a year-ago profit of $2.2 million, or 8 cents a share. Revenue rose 26.4% in the latest three months to $42.3 million. The Mountain View, Calif., provider of patient safety technology products said its product backlog ended the quarter at $114.3 million, up 64.2% from the same period a year ago.
O'Reilly Automotive (NasdaqGS:ORLY - News) was upgraded to outperform from neutral at Credit Suisse. The firm lifted its price target on the stock to $38 from $36.
Quicksilver Resources (NYSE:KWK - News) was upgraded to outperform from neutral at Credit Suisse. The firm also boosted its price target on the stock to $47 from $43.
Panera Bread Co. (NasdaqGS:PNRA - News) said same bakery-cafe sales rose 0.8% in January from the same month a year ago. The St. Louis bakery-cafe chain said company-owned same-store sales rose 0.7% while franchise-operated sales were up 0.9%.
ProQuest (NYSE:PQE - News) said Alan Aldworth is leaving its chairman, president and CEO positions, effective immediately. The company named Richard Surratt president and CEO. Surratt had served as the CFO of the Ann Arbor, Mich., publishing company.
RedEnvelope Inc. (NasdaqGM:REDE - News) said third-quarter net income rose, as revenue gained, to $5.31 million, or 56 cents a share, from $4.1 million, or 43 cents a share, during the same period in the prior year. The branded online retailer said quarterly revenue rose to $57 million from $53 million in the prior year.
Sierra Health Services Inc. (NYSE:SIE - News) reported fourth-quarter net earnings of $39.3 million, or 65 cents a share, compared with $28.3 million, or 44 cents a share, in the same period last year, boosted by higher medical premiums revenue.
Sirf Technology Holdings Inc. (NasdaqGS:SIRF - News) reported fourth-quarter net earnings of $9.1 million, down from $10.23 million in the same period the prior year, mainly due to higher stock-based compensation and acquisition-related contingent payments.
U.S. Concrete (NasdaqGM:RMIX - News) said it sees fourth-quarter revenue of $211 million, compared with its prior view of $195 million to $205 million. The company cited stronger-than-anticipated sales volumes of ready-mixed concrete, partially attributable to relatively mild winter conditions. Analysts polled by Thomson Financial are looking for quarterly revenue of $204 million. U.S. Concrete said it sees a fourth-quarter net loss of 62 cents to 63 cents per share, a view that includes a 70-cent-per-share after-tax goodwill impairment charge associated with its Michigan assets. Excluding the charge, the company expects income for the fourth quarter of 7 to 8 cents per share, compared with its November outlook of 3 to 7 cents. Analysts are looking for per-share income of 5 cents.

Labels: KWK, OMCL, ORLY, PNRA, PQE, REDE, RMIX, SIE, SIRF