Jim Cramer Blog

Discuss Hot Stocks, Jim Cramer, Mad Money,the Stock and Option Markets, and the economy on Jim Cramer Blog.

Wednesday, December 12, 2007

Hot Stocks to Watch Wednesday

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.
Arthrocare (NasdaqGS:ARTC - News). ARTC'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.
Sohu.com (NasdaqGS:SOHU - News). SOHU's PowerRating (for Traders) is 9.
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.
Learning Tree International (NasdaqGM:LTRE - News). LTRE's PowerRating (for Traders) is 8.
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.
US Shipping Partners (NYSE:USS - News). USS's PowerRating (for Traders) is 3.
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.
Qwest Communications (NYSE:Q - News). Q's PowerRating (for Traders) 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.
Alcoa (NYSE:AA - News). AA'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.
Jones Soda (NasdaqCM:JSDA - News). JSDA's PowerRating (for Traders) is 4.
Published By TradingMarkets.com

Labels: , , , , , , ,

Monday, June 11, 2007

Jim Cramer's Mad Money Stock Recap June 11th

Live with Regis: Time Warner (NYSE: TWX), EMC (NYSE: EMC), Alcatel-Lucent (NYSE: ALU)
During Cramer's celebration of his 500th Mad Money program, he received a call from Regis Philbin who congratulated Cramer and asked him to comment on his portfolio. Concerning TWX, Cramer said he is still bullish; "We have to give Dick Parsons the chance to take it to $30" from $20.61. He added EMC is one of the few tech stocks he recommends, but suggested getting rid of ALU which has "hurt a lot of people."
Gaffes of Yesteryear: Dick's Sporting Goods (NYSE: DKS) and Montpelier Re Holdings (NYSE: MRH), Sealy's (NYSE: ZZ)
Recalling some of his errors along with his triumphs, Cramer revisited his recommendation to buy DKS right before its earnings report in August 2005 after which the stock got hammered. "This was an 18% loss overnight, and it doesn't get much worst than that," he said. He learned from this experience that buying before an earnings report may entail after-hours trading during which a stock can get slaughtered by the shorts. Cramer also recommended MRH, an insurance company focused on the Southeast region, as Hurricane Katrina was beginning. The stock was down on news of the impending hurricane, and Cramer thought MRH would have a bounce aftethe storm. However, no one quite understood how destructive Katrina would be, and the stock has yet to recover. In April 2006, Cramer recommended buying IPO Sealy at $18, but it fell to $12 two months later, because it was a "low-quality IPO."
Not the Chocolates: Fannie Mae (NYSE: FNM)
While FNM has increased, Cramer would still buy, because he envisions "tons" of upgrades for this comeback stock. He calls FNM a "money machine" even though it is a "quasigovernment" stock and is a good way to play the Democratic Congress, since the Republicans were doing business with big banks rather than with FNM, "But the Democrats put a stop to that when they took both Houses last November," Cramer said. With government backing, FNM can issue bonds cheaply, and it has a great dividend and a solid insurance business, said Cramer.
Sell Block: Qwest Communications (NYSE: Q), Apple (NasdaqGS: AAPL)
Cramer would get rid of Q because of the unexpected retirement of Richard Notebaert, who was the reason Cramer was bullish on Q. He would sell and buy AAPL, which is down 4 points.
Published By SeekingAlpha

Labels: , , , , , , , , , ,

Monday, May 28, 2007

Jim Cramer's Mad Money Lightning Round May 25th

Bullish:
NovaStar Financial (NYSE: NFI): ' I never do this on the show, but this stock is a call option. ... It could either double or go to zero. ... I am unbelievably blessing this stock. 6 down, 6 up, you make the call.'Marriott International (NYSE: MAR): 'People did not like the quarter with Marriott. ... I think that's a mistake. I think this is the level you want to pull the trigger at. Marriott is way too cheap. ... Let's get some Marriott right down here.'Qwest Communications (NYSE: Q): ' ... is resting after a tremendous run ... 50 cents down, 2 bucks up, that is my kind of risk/reward. BuyBuyBuy.'General Maritime (NYSE: GMR): 'That's our favorite. ... 6% yield ... [CEO] Peter Georgiopoulos, who is our favorite guy in the industry. ... I want you in General Maritime.'Nastech Pharmaceutical (NasdaqGM: NSTK): 'It tells me that this stock could be at 15 in a month or two ... I want you in Nastech. ... BuyBuyBuy. That's 12 buys on Nastech.'Monsanto (NYSE: MON)Deere (NYSE: DE)
Bearish calls:
Harley-Davidson (NYSE: HOG): 'I cannot in good conscience tell you to buy Harley-Davidson. It is too risky. ... I am going to give it a Don'tBuy.'DryShips (NasdaqGS: DRYS): 'We're not into DryShips.'Mosaic (NYSE: MOS): 'The stock had a major ramp today. ... At these prices, I'm not going to get behind Mosaic.'

Labels: , , , , , , , , , , , ,

Monday, April 30, 2007

Hot Stocks to Watch Tuesday

Here are 7 stocks for traders for Tuesday from TradingMarkets.com:
Principal Financial Group (NYSE:PFG - News) missed earnings on Monday after the close; analysts were looking for $0.93 EPS, but PFG only announced $0.87 EPS. PFG's PowerRating is 5.
Standard Microsystems (NasdaqGS:SMSC - News) beat earnings on Monday, announcing $0.44 EPS over an expected $0.37 EPS. SMSC's PowerRating is 7.
Archer-Daniels (NYSE:ADM - News) reports earnings on Tuesday before the bell; look for $0.61 EPS. ADM's PowerRating is 6.
Celanese (NYSE:CE - News) announces quarterly earnings Tuesday before the market opens, with analysts watching for $0.73 EPS. CE's PowerRating is 4.
When Liz Claiborne (NYSE:LIZ - News) reports earnings Tuesday morning, watch for $0.60 EPS. LIZ's PowerRating is 5.
NYMEX (NYSE:NMX - News) should report $0.57 EPS before the bell on Tuesday morning. NMX does not have a PowerRating due to its short trading history.
Watch for Qwest (NYSE:Q - News) to announce $0.09 EPS on Tuesday morning. Q's PowerRating is 6.
PowerRatings are courtesy of PowerRatings.net

Labels: , , , , , , ,

Jim Cramer's Mad Money Stock Recap April 27th

At Your Laser: Ionatron (NasdaqGM: IOTN)
One stock Cramer likes for the CNBC Million Dollar Portfolio Challenge and even more for an actual speculative play is IOTN which produces lasers. The company makes both lethal and non-lethal lasers which are effective in locating and detonating explosive devices. The stock fell from $14 to $5 last May when it was passed up for a military contract, but IOTN has improved its technology to fit devices on existing vehicles, and Cramer predicts it will get the contract this time around and squeeze the shorts. He would do homework before buying the stock.

A Roll of the Dice: Penn National Gaming Inc. (NasdaqGS: PENN)
Next on Cramer's list of attractive takeover targets for private equity firms is PENN, a gaming company which is not among the most famous names, but gives "regular people all over the country the opportunity to foolishly flush their hard-earned money down the slots." The purchase of Harrah's is proof that private equity firms would consider a gaming play, and since PENN is smaller and cheaper, it would be easier to purchase. He predicts PEN will be taken over at a premium; "I think this one could make you over 30%, if you play your cards right," Cramer said.

Game Plan for the Coming Week: Vulcan Materials (NYSE: VMC - News), Avon (NYSE: AVP - News), Quest (NYSE: Q - News), Procter & Gamble (NYSE: PG - News), Medco Health (NYSE: MHS - News), Wyndham Hotels (NYSE: WYN - News), General Cable (NYSE: BGC - News), Chipotle Mexican Grill (NYSE: CMG - News), Buffalo Wild Wings (NasdaqGS: BWLD), Allergan (NYSE: AGN - News), Transocean (NYSE: RIG - News), Trinity Industries (NYSE: TRN - News), American Railcar (NasdaqGS: ARII), Celgene (NasdaqGS: CELG), Charter Communications (NasdaqGM: CHTR), Level 3 (NasdaqGS: LVLT), Anderson's (NasdaqGS: ANDE), Estee Lauder (NYSE: EL - News), KBR Inc. (NYSE: KBR - News)
Monday: Cramer said the best strategy for the coming week is to grab winners ahead of their reports, and added there are so many great names, it may be hard to choose. On Monday, he likes VMC, up 82% with room to run.
Tuesday: Cramer has freed AVP from permanent residence on his Sell Block segment and predicts AVP will hit a "homerun." The stock is up a little over a dollar and has great BRIC exposure. Although Quest has had a 43% gain, Cramer is still backing it, and anticipates the announcement of a buyback or a dividend increase. He thinks PG will join the ranks of Pepsi and Coke thanks to its international success. MHS is "a member of the pantheon of consistency if there ever was one," since it is leveraged to drugs going generic and off patent. Cramer likes WYN as a baby boomer play and expects rosy numbers. After the bell, GC is a pick Cramer believes will go higher, although it has had a recent run-up. Concerning CMG and BWLD, he said, "I praise these stocks endlessly and correctly. I'm not stopping now."
Wednesday: Although Allergan is up 23% and "everyone is freaking out about competition," Cramer is not worried. He still likes RIG, but since it has risen 11%, Cramer would wait for it to come in a bit. He is also bullish on rail stocks TRN and ARII.
Thursday: Cramer says CELG has been "perking along" up from under $55 in February to over $61 now and predicts it will rally. He would sell CHTR before the quarter and buy it back. He reiterated his bullishness on LVLT and noted its strong organic growth and improved balance sheet. Cramer is looking forward to witnessing a short squeeze when ANDE reports; "We're going into ethanol harvest season. What are these people thinking? Go long, not short." He also likes EL as "the quintessential weak-dollar play."
Friday: Cramer suggests viewers invest in KBR "the only overlooked infrastructure play left on Earth," and says KBR will follow other giants in the sector, which have rallied.
Mad Mail, Cummins Engine (NYSE: CMI - News): Cramer congratulates those viewers who heeded his call to buy CMI and made some money; "We really nailed that one," he said.
Published By SeekingAlpha

Labels: , , , , , , , , , , , , , , , ,

Thursday, April 12, 2007

Jim Cramer's Mad Money Stock Recap April 11

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: , , , , , , , , ,

Friday, April 06, 2007

Jim Cramer's Mad Money Lightning Round April 5

Celgene (NasdaqGS: CELG): 'I want the money shifted over to CELG.'Level 3 Communications (NasdaqGS: LVLT): 'I want to pull the trigger on this. This stock has had a tremendous run. When stocks have tremendous runs, of course they come in ... It's one of these stocks that is using the incredibly low rates - 4.67% on the 10-year today... And they are refinancing, they are issuing equity instead of debt... I'm telling you to back up the truck at $6 smackers.'First Solar (NasdaqGM: FSLR): 'It's the hottest, it's the best, and it's FSLR, because it does not need a handout from the great United States of America, in order to make the numbers.'Saks (NYSE: SKS - News): 'even though they lost their CFO, I'm giving them the benefit of the doubt! I would buy the stock.'VF Corp. (NYSE: VFC - News)J.C. Penney (NYSE: JCP - News)Polo Ralph Lauren (NYSE: RL - News)Inergy (NasdaqGS: NRGY): 'This is one of those very high-yielding ... propane wholesale distribution business, which is a fabulous business, and generates a huge amount of cash flow... 'American Tower (NYSE: AMT - News): 'The tower industry is in bull-market mode for so long - longer than this show's been on. I reiterate my buy on AMT. And everybody who wants to see a great cashflow business, look at the cell phone tower business.'Vaalco Energy (NYSE: EGY - News): 'It's pulled back to $5. I think people feel it's too risky. At $5 bucks, I like it. This is speculative ... I want to be very careful.'Exxon Mobil (NYSE: XOM - News):Transocean (NYSE: RIG - News):GlobalSantaFe (NYSE: GSF - News)ConocoPhillips (NYSE: COP - News): 'I haven't liked it, but versus the others, it's got to be bought right here. Buy, buy, buy!'Qwest Communications (NYSE: Q - News): 'Dick Notebart is doing an unbelievable job. That stock just blew through $9. They got the gigantic federal contract. I think Q is going to $10, not in a heartbeat, but pretty darn soon.'American Ecology (NasdaqGM: ECOL): 'We've liked that stock very much. I like the dividend too. I want to stick with that.'
Bearish calls:
Geron (NasdaqGM: GERN): 'No, no. Way too speculative for me. Why buy a risky stock like GERN, when CELG has got less risk and more reward?...'FuelCell Energy (NasdaqGM: FCEL): 'You know I'm not a fan.'Acadia Pharmaceuticals (NasdaqGM: ACAD): 'This is one of those - they already priced the deal.'Harley-Davidson (NYSE: HOG - News): 'I am concerned. Don't buy, don't buy. I've got to do more work. Maybe I am wrong, and that HOG could go still lower.'Walgreen (NYSE: WAG - News): 'WAG is a consistent, slow-grower ... 'don't buy, don't buy' until I see whether WAG does indeed pull the trigger on Express Scripts.'Energy Partners (NYSE: EPL - News):: 'I am strictly in the sell, sell, sell mode.'Monster Worldwide (NasdaqGS: MNST): 'I was very let down by the MNST numbers. That was a clear and utter miss!'

Published by SeekingAlpha

Labels: , , , , , , , , , , , , , , , , ,

Friday, March 30, 2007

Jim Cramer's Mad Money Lightning Round Mar. 29

Bullish calls:
Chemed (NYSE: CHE - News): 'I prefer CHE, when I want to do hospice.'Brush Engineered (NYSE: BW - News): 'We caught a double in this one. You know I like high-performance materials.'Allegheney Technologies (NYSE: ATI - News): 'I also reiterate right here, ATI, $107. Going higher.'FactSet Research (NYSE: FDS - News): 'Fabulous, fabulous quarter. This company seems to be doing everything Cheesecake Factory (NasdaqGS: CAKE)Chipotle Mexican Grill (NYSE: CMG - News)TD Ameritrade (NasdaqGS: AMTD): 'I didn't know that stock was below $15... You know, that's attractive here. Wow. Below $15? ... That's too cheap.'Qwest Communications (NYSE: Q - News):'I think this company is just part of a major ramp. You know that I think Dick Notebart is the best of an industry ... I'd like to buy even more.'Gmarket (NasdaqGM: GMKT): 'Look, I think the worst is over ... I just did a terrible job with it. I said take a little profit on it. I should have said take it all ... But down here, no. I would never back away from it down here, but if it gets back to $20, sell, sell, sell! All right?'eBay (NasdaqGS: EBAY)Marvell Technology (NasdaqGS: MRVL): 'They still can't get their financials out because of this darn options probe ... I don't want to sell it at $16. There's too much upside, because I just believe it's a coiled spring. I think it could go back to the $30s when they get it right ... I'm really mad at them. Memo to Marvell Tech: You guys should be ashamed!'Kinder Morgan Energy (NYSE: KMP - News): 'You are so in the house of pleasure, with a 6% dividend, with monster-good management, with a shareholder-friendly outfit... with a stock that just kind of perks along, that is the kind of thing I want you to stay with.'
Neutral calls:
Brocade (NasdaqGS: BRCD): 'I 'm waiting for the news out of the meeting, because I think that BRCD is suffering from the same incredible, unbelievable bear market that tech is in right now ... I still thought BRCD could be a good trade. Let me get more intel about how that meeting's going before I slam it here, because I like the stock.'
Bearish calls:
Yum! Brands (NYSE: YUM - News): 'I am concerned about YUM ... it didn't go down enough after the Taco Bell incident... I think that you should get out of YUM.'Stride Rite (NYSE: SRR - News): 'The quarter wasn't that good ... they've got to show some growth in the core, regular Stride Rite shoes, and they didn't do it. I think that stock is not going up here. Sell, sell, sell.'Nvidia (NasdaqGS: NVDA): 'I am not a fan of graphic chips. It's too expensive. I fear that almost every single semiconductor company that I recommend on this show goes bad. I'm saying take profits on NVDA.'

Published By SeekingAlpha

Labels: , , , , , , , , , , , , , ,

Friday, March 23, 2007

Jim Cramer's Mad Money Stock Recap Mar. 22

A Good Call: AT&T (NYSE: T - News), Verizon (NYSE: VZ - News), Sprint Nextel (NYSE: S - News) and Qwest (NYSE: Q - News)
Four companies are poised to become the candidate for the government's largest ever telecommunications contract, Networks Universal, and Cramer believes this contract is significant if it will "move the needle." He comments T and VZ are already so large that even though the deal will mean $68 billion over the next 10 years, it shouldn't move these stocks more than 50 or 60 cents upward. Sprint would be a likely candidate, but although the company reported a good quarter, things look less rosy for Motorola, Sprint's supplier. This leaves Qwest; "I think you'll see a gigantic move, as the permanence of Q is no longer in doubt," said Cramer. Even if Q doesn't get the deal, it is in the "fast-growing part of the country" and may be a takeover target. Cramer would do a mon' back!
Water the Odds? Pico Holdings (NasdaqGM: PICO)
A student at the University of Texas gave Cramer the idea to look at water stocks, and while he is not hitting the bull button yet, Cramer suggests doing homework on PICO, a small speculative play. While Cramer is not thrilled with the water utility market, he likes the fact that PICO sells its water at a premium and has a 35 mile water pipeline under construction. While only one analyst is covering the stock, but Cramer says, "Water is becoming too hot for it to stay under the radar." He urges investors who have done their homework to use limit orders when buying PICO.
Sell Block: Blockbuster (NYSE: BBI - News), GSI Commerce Inc. (NasdaqGS: GSIC), Motorola (NYSE: MOT - News), Nokia (NYSE: NOK - News)
Although Cramer has been bullish on BBI, he was essentially bullish on CEO John Antioco, and would sell the stock on the announcement of Antioco's departure, because "he was the one who gave us our double in the stock" and "exceeded handily" his promises. Although some are critical of Antioco's long-term performance, Cramer pointed out that he saved BBI from Netflix, and he would take gains in the stock now. Cramer notes GSIC is up 28% since his December recommendation, and he would do a schnitzel (sell the gains) on its large increase. Cramer then discussed the "unbelievable Barnum and Bailey stuff" that occurred when some "joker" of an analyst suggested buying Nokia after Motorola cut guidance. "What's bad for MOT is going to be bad for NOK," said Cramer, because MOK's problem is an indication of an industry-wide problem.

CEO Interview: Angelo Mozilo, Countrywide Financial (NYSE: CFC - News)
When Cramer asked why CFC stopped giving out "bad loans" at a time everyone was doing it, Angelo Mozilo said he was talking about problems with loan quality and margins at New Century and Ameriquest a year ago. The companies had a bad business model, Mozilo continued, stating there will be consequences for minority and first-time prospective homeowners because of disappearing liquidity, and this trend will impact the housing market. However, he added the subprime mess has cleared the field of many of CFC's competitors, and the company will be in a dominant position at the end of this painful subprime ride. Cramer commented its time to pick up survivors like CFC ahead of a Fed rate cut in May. Cramer aimed to reassure viewers about Muzilo's stock-selling; "He's an older fellow... It's time for him to do a little insider selling... and I would start doing some outsider buying!"
Published By SeekingAlpha

Labels: , , , , , , , , , , ,

Monday, March 19, 2007

Jim Cramer's Mad Money Stock Recap Mar. 16

Caterpillar (NYSE: CAT - News) Terex (NYSE: TEX - News), Cummins (NYSE: CMI - News), Paccar (NasdaqGS: PCAR) and Manitowoc (NYSE: MTW - News)
Cramer declares it a “travesty of a mockery of a sham” that Caterpillar lingers at $63.16 while TEX, CMI, PCAR and MTW are up. On the other hand, he thinks the low price on his top stock of the quarter is a “sale on a best-of-breed stock” which is down 14% year over year. He believes the market is mistaken in grouping CAT with sluggish housing instead of with natural resources. Cramer would “ride” up Caterpillar, which should benefit from rising commodity prices and the end of the yen carry trade which will take the edge off the competition. With a $7.5 million buyback, Cramer thinks the company could bring up its own stock.

Regeneron Pharmaceuticals (NasdaqGM: REGN), Nastech Pharmaceutical (NasdaqGM: NSTK)
Cramer told the story of REGN, which was sitting at $5 two years ago, hit $24 and has settked at $18. This gain was accomplished with revenue decline and without a “concrete” product. Cramer predicts NSTK will be the next REGN, and although it is considered a "a comedy of errors” and doesn’t have a new drug in the pipeline, NSTK has money in the bank and the advantage that biotech trades “on hope.” In addition, Cramer noted the company has an effective obesity and insulin drug and has the only “pure play” on autism. Cramer urged interested investors to do homework on NSTK and use limit orders when buying.
Related: H.S Ayoub reports on the phase one test of NSTK's insulin spray.
Game Plan for the coming week: National CineMedia (NasdaqGM: NCMI), Verizon (NYSE: VZ - News), AT&T (NYSE: T - News), Sprint (NYSE: S - News), and Qwest (NYSE: Q - News), AAR (NYSE: AIR - News), General Mills (NYSE: GIS - News), Goldman Sachs (NYSE: GS - News)
On Monday, Cramer would buy NCMI, a “fast growing” company that makes cinema ads, and he notes NCMI has not moved since it went public. Concerning a $20 billion government phone contract reported in The Washington Post, Cramer believes Q is the most likely candidate, since T and VZ are too big and S is high because of takeover news. He suggested investors buy GS “hand over fist” on Monday because of its aggressive buyback plan, GIS ahead of its earnings on Thursday, and AIR before Wednesday.
CEO Interview: Peter van Stolk, Jones Soda's (NasdaqCM: JSDA)
When Cramer asked Peter van Stolk to account for Jone's great quarter, van Stolk credited his team’s hard work, strong sales and the introduction of the 12 ounce can; "I think the conversion to pure cane sugar is what's really taken it by the storm." Van Stolk said another advantage is “I can put [a photo] of your loved ones on a bottle of Jones Soda.” Competitors Coca-Cola and Pepsi lack the patent. Cramer thinks JSDA has more room to rise.

Published By SeekingAlpha

Labels: , , , , , , , , , , , , , ,

Thursday, March 01, 2007

Jim Cramer's Stop Trading Feb. 28

CVRD (NYSE: RIO - News): Cramer likes this stock because it has "the monopoly on nickel" and it is the sole mine the market likes right now. Unlike Nelson Bunker Hunt's attempt 27 years ago to get a hold on the silver market, CRVD has "staying power,"he said.
Sprint (NYSE: S - News): Cramer summarizes Sprint's latest conference call to say "We're still stupid but not as stupid as we used to be." He went on to comment it was a "bad quarter for a good company," and Cramer sees the stock going to the mid-20s after its 6% jump to $19.50 if it attracts a buyer.
Qwest (NYSE: Q - News): This stock is in the midst of a "virtuous cycle," according to Cramer as falling interest rates will enable the company to refinance. The stock is up 3% to $8.77, and Cramer predicts it will no longer be a single digit midget.
Coke (NYSE: KO - News), Procter & Gamble (NYSE: PG - News) and Exxon (NYSE: XOM - News): These three stocks demonstrate Cramer's principle of following the 3 Ds now: defensive, diversified and dividend.

Labels: , , , , , , ,

Friday, February 16, 2007

Jim Cramer's Stop Trading Feb. 15

Jim Cramer, Jim Cramer's Stop Trading, DE, Q, NSC, CAT, SWY, UNP, CSX, UNH, AET, LLY, LH, SGP

Deere (NYSE: DE - News), Qwest (NYSE: Q - News), Norfolk Southern (NYSE: NSC - News), Caterpillar (NYSE: CAT - News), Safeway (NYSE: SWY - News), Union Pacific (NYSE: UNP - News) and CSX Corp (NYSE: CSX - News): Cramer listed DE, Q, NSC, CAT and SWY as underappreciated "buys", adding that he sees no reason why DE will stop at $113. He observes that rails are on a "gigantic tear," but notes that although NSC is "delivering its numbers" it is his least favorite railroad stock. He prefers UNP, says that rumors of its guiding down are "nonesense" and predicts that it will reach $125 from $103. He also likes CSX, which is raising its dividend and buying back stock. Concerning Safeway, Cramer likes its gift card business, which he says is worth around $7 billion.
Aetna (NYSE: AET - News), Eli Lilly (NYSE: LLY - News), United Health (NYSE: UNH - News), Laboratory Corp of America Holdings (NYSE: LH - News), Schering Plough (NYSE: SGP - News): Cramer comments that the entire healthcare sector is "exploding" because Warren Buffett took a stake in UNH, and LH reported strong numbers. He likes AET, but says "No" to big pharma, especially LLY. While Cramer is bullish on SGP, he would take a breather since it has gone from $17 to $24 "in a straight line."


Published By SeekingAlpha

Labels: , , , , , , , , , , , , ,

Wednesday, February 07, 2007

Hot Stocks to Watch Thursday

Disney (NYSE:DIS - News) beat expectations on Wednesday after the bell, announcing $0.50 EPS over an expected $0.39 EPS. DIS's PowerRating is 5.
Akami Tech (NasdaqGS:AKAM - News) barely beat expectations Wednesday afternoon, with $0.27 EPS over a consensus of $0.27 EPS. AKAM's PowerRating is 5.
Aetna (NYSE:AET - News) announces quarterly earnings on Thursday before the bell; watch for $0.76 EPS. AET's PowerRating is 4.
When Express Scripts (NasdaqGS:ESRX - News) announces earnings Thursday morning, analysts will be looking for $0.97 EPS. ESRX's PowerRating is 3.
Diamond Offshore (NYSE:DO - News) should report $1.37 EPS on Thursday before the market opens. DO's PowerRating is 6.
Analysts are watching for Qwest (NYSE:Q - News) to announce $0.08 EPS Thursday morning. Q's PowerRating is 5.
PepsiCo (NYSE:PEP - News) is looking to announce $0.72 EPS on Thursday morning before the market opens. PEP's PowerRating is 6.
PowerRatings are courtesy of PowerRatings.net

Labels: , , , , , , ,

Monday, January 29, 2007

More Trading Ideas for Today

Here are 7 stocks to watch for today. This list comes directly from the TradingMarkets Stocks Indicators page.
Stocks Ready to Surge: These are the stocks that today made new 10-day lows that are still in an uptrend as they are trading above their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving average. For example, the top ranked stock is trading the furthest distance from its 10-day moving average on a percentage basis. Historically, these stocks on average have had larger than normal short-term upside reversals.
MBIA Inc. (NYSE:MBI - News). MBI's PowerRating is 5.
Low-Priced Stocks Ready to Surge: These are the stocks under $10/share that today made new 10-day lows that are still in an uptrend as they are trading above their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving average. For example, the top ranked stock is trading the furthest distance from its 10-day moving average on a percentage basis. Historically, these stocks on average have had larger than normal short-term upside reversals. Please note: All stocks carry risk and low-priced stocks usually come with even more risk. Always use caution.
Qwest Communications (NYSE:Q - News). Q's PowerRating is 6.
Pullbacks from Highs: Most successful momentum-based traders and money managers like to buy strong stocks after they pull back. TradingMarkets.com uses a proprietary mathematical model to identify up to 30 (in weak or choppy markets there will be fewer) of the strongest stocks that have pulled back from recent highs. These stocks should be considered potential candidates to resume their longer-term up trends.
Guess (NYSE:GES - News). GES's PowerRating is 6.
Trading Where the Action Is: This list contains the most volatile stocks over the past 50 trading days. These stocks are only for the most aggressive traders who are willing to assume a high degree of risk in order to capture larger gains.
International Asset Holdings (NasdaqCM:IAAC - News). IAAC's PowerRating is 3.
Stocks Ready to Drop: These are the stocks that today made new 10-day highs that are still in an downtrend as they are trading below their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving average. For example, the top ranked stock is trading the furthest distance from its 10-day moving average on a percentage basis. Historically, these stocks on average have had larger than normal short-term downside reversals.
Express Scripts (NasdaqGS:ESRX - News). ESRX's PowerRating is 3.
Pullbacks from Lows: Most successful momentum-based traders and money managers like to sell weak stocks after they pull back. TradingMarkets.com uses a proprietary mathematical model to identify up to 20 (in strong or choppy markets there will be fewer) weak stocks that have pulled back from recent lows. These stocks should be considered potential candidates to resume their longer-term downtrends.
Gulfmark Offshore (NasdaqGS:GMRK - News). GMRK's PowerRating is 5.
Explosion List: An inherent feature of all markets is that periods of lower-than-normal volatility are usually followed by periods of higher volatility. These stocks are trading at one-third or less of their normal volatility and therefore have a high likelihood of exploding within the next few trading days.
Baidu.com (NasdaqGM:BIDU - News). BIDU's PowerRating is 6.
PowerRatings are courtesy of PowerRatings.net

Labels: , , , , , , ,

Wednesday, January 24, 2007

Telecoms to Dominate this Year

Each year I tend to assess where I stand in the scheme of my investments and my career. Having spent the past sixteen years in media and marketing, I've had a lens into what I believe is the future of this business. I certainly have had a chance to see the past. Timing is everything and we're at a major inflection point.
For the past month or so, I've been obsessing, feeling like I might be a bit out of step with what's happening in the marketplace. The media landscape is turmoil right now. When you confuse an issue of AdAge for a flimsy Sunday circular, you know there is trouble in the media and marketing world. But where there's trouble, there's tremendous opportunity.
We're coming full circle and seeing the same businesses surge again. Technology and content are finally starting to synchronize and it's exciting.
A great strategist I worked with on Sun Microsystems (Mike Breen -- Parallel Thinking) would offer the familiar quote attributed to Benjamin Franklin and Albert Einstein:
"The definition of insanity is doing the same thing over and over and expecting different results."
I would posit, the definition of insanity is to NOT do the same thing over and over without expecting huge returns.
The results are staring to appear and guess what, they are different than what we saw in the late 90's or during the dot-bomb. Whether it's YouTube (a.k.a, the Kazaa/Napster/LimeWire of video) FaceBook or MySpace (the Geocities or Globe of present day) or the telephone business, I am seeing history repeat itself.
In 1998 I worked on launching Qwest. Not US West, but the Joe Nacchio Qwest that was progressive, arrogant and pushing the limits of bandwidth in the U.S. -- Ride the Light was the line. Ultimately it became "Ride the Lie" for the investment community.
Qwest built an infrastructure to handle massive amounts of data. The only problem was the data wasn't there. Now the data is moving in that direction and the companies of the past that survived are poised to surge again. They're doing the same thing all over again, but this time, they will see different results.
A great example of companies poised to fill these pipes are Netflix (NASDAQ:NFLX - News) and Blockbuster (NYSE:BBI - News). (Broadband is the saving grace of Blockbuster's dying brand. Let's save that for another story. Although Netflix a $22 stock is down about 20% in the past three months and Blockbuster $6 is up about 45% in the same period. Keep an eye on Blockbuster -- don't call it a comeback yet.)
The other night Steven Colbert did a financial segment where he dissected the recent news that Cingular was now going to "de-brand itself" and become AT&T. Hey -- we've seen this before, AT&T spun off AT&T wireless to create...you guessed it, Cingular. What comes around goes around.
Like you, I'm an investor. As an investor I look for look for trends and machinations in the markets that enable me to get the win and make some money.
For the past year, we have seen the excitement of Google, YouTube and MySpace. We have seen Steve Jobs introduce beautifully designed devices that "revolutionize" the PC, phone and video.
This year will be one of the most tumultuous and revolutionary years in media and communications for the simple fact that people are starting to figure out what works. Actually, people are starting to figure out what worked and they're doing it again. Only this time, they are doing it without the limitations of bandwidth.
I wrote a piece about a year ago that there would be a battle for bandwidth in the coming years. That the cable companies and the telcos would duke it out. The race really heated up about a year ago when AT&T (NYSE:T - News) threw its hat into the ring with ads that touted phone, internet and video from one company. Verizon (NYSE:VZ - News) also entered that pitch.
Both recognized one thing; there are two kinds of devices, input and output. Input are the touch pads, the mouse (would they be "mice" plural?) keyboards and remote controls. Output devices are essentially screens. Everything from the 1 inch one on a cell phone to the 108 inch Sharp that we just saw introduced at the Consumer Electronics Show.
So now the challenge comes down to the delivery. And my outlook on who will win is changing a bit. I'm leaning more towards the telcos than the cable companies. The irony of this premise is pretty funny as I wrote this article Monday and in Tuesday's NY Post, there's an article on Cablevision's business cannibalization by Verizon.
The cable companies are isolated. They own small footprints around the country and there is very limited consolidation in the space. The telcos have something called fiber. It was unrolled around the globe like a giant ball of twine about seven years ago if not more. Global Crossing (NASDAQ:GLBC - News), Level3 (NASDAQ:LVLT - News), Qwest (NYSE:Q - News) and yes AT&T (T) all laid fiber and they laid it on thick. They laid it on so thick that many of them almost went out of business. Well....they're back!
The cable companies don't have any infrastructure like this. Telephony is now at maturation with general standardization of processes and technologies. At it simplest level CTI or Compute Telephony Integration allows a lot of the features that synchronize computers and telephones globally. The processes to create and manage phone based data are mature and are rapidly being applied to the more bandwidth intensive data like video.
So, I'm putting my money into the telco hat. I'm banking on telcos buying content companies. I'm banking potential mergers like AT&T with a Time Warner or Disney. Remember the rumors a year ago -- Comcast may make a bid for Disney? They missed the opportunity.
This will be the year of the telco. It will be the year when the telcos finally figure out how to acquire and better yet retain their user base. It's back to the future. It just took them about seven more years than I expected to figure it out.
Editor's note: Kevin Wassong is President of Minyanville Publishing and Multimedia. Wassong has positions in TimeWarner, Comcast and AT&T.
Published by Kevin Wassong at MarketWatch

Labels: , , , , , ,

Wednesday, November 22, 2006

7 Hot Stocks To Watch Today

Stocks Ready to Surge: These are the stocks that today made new 10-day lows that are still in an uptrend as they are trading above their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving average. For example, the top ranked stock is trading the furthest distance from its 10-day moving average on a percentage basis. Historically, these stocks on average have had larger than normal short-term upside reversals.
Applebee's International (NASDAQ:APPB - News). APPB's PowerRating is 6.
Low-Priced Stocks Ready to Surge: These are the stocks under $10/share that today made new 10-day lows that are still in an uptrend as they are trading above their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving average. For example, the top ranked stock is trading the furthest distance from its 10-day moving average on a percentage basis. Historically, these stocks on average have had larger than normal short-term upside reversals. Please note: All stocks carry risk and low-priced stocks usually come with even more risk. Always use caution.
Qwest Communications (NYSE:Q - News). Q's PowerRating is 7.
Pullbacks from Highs: Most successful momentum-based traders and money managers like to buy strong stocks after they pull back. TradingMarkets.com uses a proprietary mathematical model to identify up to 30 (in weak or choppy markets there will be fewer) of the strongest stocks that have pulled back from recent highs. These stocks should be considered potential candidates to resume their longer-term uptrends.
Cross Country Healthcare (NASDAQ:CCRN - News). CCRN's PowerRating is 7.
Long Windows Candidates: These are stocks which are in a strong uptrend, as determined by a proprietary trend filter and whose current bar has its high below the 4-day moving average. Historically, these stock on average have had a larger than normal short-term upside reversals. In order for us to be a buyer of a "Trading Window," we must have a 10-period ADX reading of 30 or higher and a +DI reading above the -DI reading. Or we must have a 14-period +DI of 30 or higher (with no ADX reading required). "Single Windows" are the most common type of Windows. They are simply a single bar which has its high of the day below the 4-period moving average. You will enter if the stock trades above yesterday's high.
Allegheny Energy (NYSE:AYE - News). AYE's PowerRating is 6.
Trading Where the Action Is: This list contains the most volatile stocks over the past 50 trading days. These stocks are only for the most aggressive traders who are willing to assume a high degree of risk in order to capture larger gains.
Rambus (NASDAQ:RMBS - News). RMBS's PowerRating is 2.
Explosion List: An inherent feature of all markets is that periods of lower-than-normal volatility are usually followed by periods of higher volatility. These stocks are trading at one-third or less of their normal volatility and therefore have a high likelihood of exploding within the next few trading days.
Quality Systems (NASDAQ:QSII - News). QSII's PowerRating is 7.
Stocks Ready to Drop: These are the stocks that today made new 10-day highs that are still in an downtrend as they are trading below their 200-day moving average. They are sorted in rank according to how over-extended they are vs. their 10-day moving