Jim Cramer Blog

Bullish
Vodafone (VOD),
Annaly Capital Management (NLY), thinks that interest rates will be cut tomorrow, and this company will benefit.
Perry Ellis International (PERY),
NexCen Brands (NEXC), would rather recommend it on Friday.
Phillips-Van Heusen (PVH),
Synchronoss Technologies (SNCR), Cramer is bullish
ValueClick (VCLK), Cramer thinks it is valuable to many large internet companies, and that it will be bought out by the end of the year, so he is bullish.
Apple (AAPL), Google (GOOG), Research In Motion (RIMM)- Bullish on all three.
Furmanite Corporation (FRM), bullish on this infrastructure play.
Foster Wheeler (FWLT),
Altria (MO)
Colgate-Palmolive (CL).

Bearish
J2 Global Communications (JCOM)- "Don't Buy."
3SBio (SSRX), Cramer is sticking to his Four Horsemen of China
Vimpel-Communications (VIP), stay away from this stock.
E-House (China) Holdings (EJ), China is too hot to speculate in this stock.
ConAgra Foods (CAG), Cramer can't recommend this stock.
Synaptics (SYNA)- Cramer doesn't want to touch this stock.
Procter & Gamble (PG)- would rather have you in Colgate (CL).

Labels: AAPL, CNBC, FRM, GOOG, Lightning Round, Mad Money Lightning Round, NEXC, NLY, PERY, PVH, RIMM, SNCR, VCLK, VOD

Bullish
Proctor and Gamble (PG), better play than Unilever in this sector.
ValueClick (VCLK), Cramer thinks that this stock is still a buy.
UPS (UPS), bullish on the stock over the long term despite the current slowdown in the economy.
Omniture (OMTR), Cramer is bullish on the stock, and thinks that it will get bought out in the next year.
Aecom (ACM), still a great infrastructure play and that it is still cheap.
KBR (KBR),
Foster Wheeler (FWLT),
Salesforce.com (CRM) - likes their product and their sales model
Oracle (ORCL).

Bearish
Taser (TASR) - it is time to cash out
Smith & Wesson (SWHC).

Labels: ACM, CRM, FWLT, Jim Cramer, KBR, Lightning Round, Mad Money Lightning Round, OMTR, ORCL, PG, VCLK

ValueClick (VCLK): Cramer said belongs to the same family of stocks as DoubleClick (DCLK), which Google (GOOG) is buying, and aQuantive, which Microsoft (MSFT) bought earlier this year. He was right about aQuantive and he believes he will be right about ValueClick. Microsoft might make this defensive acquisition of ValueClick, or there's a possibility Yahoo! (YHOO) could pick it up.
Jakks Pacific (JAKK), which has a lot of great toys, is that stock, he said. People should want this stock for its Hannah Montana, World Wrestling Entertainment (WWE) and Pokemon figurines. Cramer says is "irresistible," and could be bought as a trade or investment. It is trading at its growth rate and at "a big discount" to Hasbro (HAS) and Mattel.
On the Defensive Line
New York Giants defensive lineman Michael Strahan joined Cramer in the studio to tackle finance together. Strahan told Cramer he is very conservative and realistic about investing. Strahan also owns one stock, Under Armour (UA), which he said he got into during the company's IPO. Since buying Under Armour, Strahan said, his costs have been covered and he is operating on profits.
Mad Mail
Caterpillar (CAT): has substantial international exposure and is not a hostage of the U.S. GDP. This is part of the reason he likes Caterpillar so much. He owns it for his Action Alerts PLUS charitable trust.

Labels: CAT, JAKK, Jim Cramer, Mad Money, Mad MOney Recap, MSFT, UA, VCLK, YHOO

Here are 7 trading ideas for today. These lists come directly from the TradingMarkets Stock Indicators page and are based upon our latest quantitative research.
Bullish
5+ Consecutive Down Days: These are stocks that have closed down for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that close down for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Abercrombie & Fitch (NYSE:ANF - News). ANF's PowerRating (for Traders) is 6.
5+ Consecutive Lower Lows: These are stocks that have made a lower low for five or more consecutive days and are trading above their 200-day moving average. Our research shows that stocks trading above their 200-day moving average that make lower lows for five or more days have shown positive returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Laboratory Corporation (NYSE:LH - News). LH's PowerRating (for Traders) is 6.
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.
Valueclick (NasdaqGS:VCLK - News). VCLK'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.
Boston Scientific (NYSE:BSX - News). BSX's PowerRating (for Traders) is 2.
5+ Consecutive Higher Highs: These are stocks that have made a higher high for five or more consecutive days and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average that make higher highs for five or more days have shown negative returns, on average, 1-day, 2-days and 1-week later. Historically, these stocks have provided traders with a significant edge.
Ryerson (NYSE:RYI - News). RYI's PowerRating (for Traders) is 4.
2-Period RSI Above 98: These are stocks that have a 2-day RSI reading above 98 and are trading below their 200-day moving average. Our research shows that stocks trading below their 200-day moving average with a 2-period RSI reading above 98 have shown negative returns, on average, 1-day and 1-week later. Historically, these stocks have provided traders with a significant edge.
NovaStar Financial (NYSE:NFI - News). NFK's PowerRating (for Traders) is 3.
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.
Krispy Kreme (NYSE:KKD - News). KKD's PowerRating (for Traders) is 2.
Published By TradingMarkets.com

Labels: ANF, Boston Scientific Corp., BSX, Hot Stocks, KKD, LH, NFI, Novastar Financial Inc., Ryerson, RYI, Valueclick Inc., VCLK

Shares of online advertising company ValueClick Inc. jumped for a second day Tuesday on what an analyst attributed to speculation that the company could be purchased by AOL.
ValueClick shares rose $2, or 9.1 percent, to $24 in trading. On Monday, the company's shares rose $1.52, or 7.4 percent, to finish trading at $22. During the past year, the stock has traded between $17.12 and $36.70.
In a phone interview Tuesday, Merriman Curhan Ford & Co. analyst Richard Fetyko said he heard rumors that Time Warner Inc.'s AOL LLC business is considering buying the company to boost its online advertising properties.

Labels: AOL, Valueclick Inc., VCLK

General Motors (GM): Hit with its first nationwide strike in 37 years, and the crew at Fast Money was focused on what it means to the market. Adami: has been consistently negative on GM and would rather own Ford (F). Macke agrees that GM is a sell, unless they take a huge hit on health care without giving job guarantees.
Online Ad Play: Microsoft (MSFT) made headlines today as rumors floated around Wall Street that the firm is planning on taking a 5% stake in Facebook.com. Kourosh Karimkhany, manager of wired digital at Conde Naste, sees Microsoft's play for Facebook as one for software development. Macke: time to get long MSFT. Najarian prefers ValueClick (VCLK) and Focus Media (FMCN). Tuesday will be a big day for Microsoft as they will release the hyped up Halo 3 game which is predicted to be the biggest selling game ever.Macke proposes investors play Halo 3 with trades in Gamestop (GME) and Activison (ATVI). He advises getting out of Sony (SNE).
Drug Trade: The UBS health care industry conference could help jump start some of the pharmaceutical and biotech stocks this week. Adami suggests Pfizer (PFE). Najarian: Myraid Genetics (MYGN) and Quest Diagnostics (DGX). Macke: Johnson & Johnson (JNJ).
Burning Down the House: The homebuilders sector was annihilated on Monday, as investors fear more bad news is on the way when the government reports existing home sales data Tuesday. Adami advises not to trade this sector unless you have to. Finerman: stay away from WCI Communities (WCI) and Hovnanian (HOV).
Chartology: Technical analysis expert Jeff DeGraaf was on the show. DeGraaf likes the technology sector right now and he thinks it will outperform in the coming months. He feels positive about tech because the sector was strong in the summer when it normally tends to trade down. DeGraaf looked at Fedex (FDX) and the chart isn't showing bullish trends. Adami: doesn't like FDX until it trades above $121 and DeGraaf agreed. DeGraaf: loves the pattern in gold and continues to be bullish longer term on the yellow metal. He would look to buy gold on pullbacks.
Word on the Street: Target (TGT) lowered same-store sales on Monday. SABMiller reported an 11% jump in beer volumes on Monday. Macke likes Molson Coors (TAP). Najarian likes BHP Billiton (BHP) and copper and gold producer Freeport McMoRan (FCX).
Alternative Energy: NRG Energy (NRG) submitted its first application for a new US nuclear reactor in 30 years. Najarian would play this news with (BHP) Billiton and Cameco (CCJ). Finerman: Flowserve (FLS) and Adami likes Fluor Corp (FLR). Macke would just play NRG Energy (NRG). Trina (TSL) traded higher 8% as solar stocks were active with a major solar conference started. Najarian likes TSL.
Pops & Drops
Pops- Crocs (CROX) traded up 9%. Adami thinks a big short was forced to cover on Monday. He would take profits on CROX.
NYSE Euronext (NYX) traded up 2% off a JP Morgan upgrade. Finerman continues to be long this stock and she feels it has more room to run higher.
Las Vegas Sands (LVS) traded up 7% off a Jeffries upgrade. Macke says time to get out.
PrimeWest Energy Trust (PWI) exploded 32% on news that Abu Dhabi National Energy Co. bought them out. Finerman hopes we keep seeing deals like this.
EMC Corporation (EMC) traded up 8% after Citigroup and Bear Stearns upgraded the name. Adami still likes it.
Drops- AMR Corp (AMR) fell 14% after revenue forecasts missed Wall Street expectations. This drop took down all the airline companies for the day.
Harman (HAR) dropped 6% after the company said profits would miss Wall Street expectations. Finerman wouldn't touch it.
Adtran (ADTN) plunged 14% after the telecom company warned on 3rd quarter earnings and revenue. Macke suggests avoiding these guys on the telecom side.
Final Trade:
Finerman: likes NYMEX (NMX)
Najarian: ValueClick (VCLK).
Adami: Pfizer (PFE) for its cheap valuation.
Macke: Short Dow30 ProShares (DOG).

Labels: ATVI, CNBC, CROX, DGX, EMC, Fast Money, FDX, FMCN, GM, GME, HOV, JNJ, MSFT, MYGN, NYX, pfe, SNE, VCLK, WCI

Stocks rose out of the gate, but were unable to hold gains as profit takers emerged after last week's solid market gains. Leading the decliners were banks, while tech shares held up relatively well. At the close, the Dow Jones lost -61 points, while the Nasdaq lost -3 points and the S&P fell -8 points. Over in the energy patch, crude eased -67 cents to finish at $80.95 a barrel.
Factory workers at General Motors (NYSE: GM - News) walked off the job on Monday after a contract negotiation deadline passed. The company failed to reach a new labor agreement with the United Auto Workers (UAW). GM is seeking to cut labor and healthcare costs after a string of billion dollar losses the past several years has left the automobile giant looking for ways to cut expenses. GM shares declined -1.2%.
Mining giant BHP Billiton (NYSE: BHP - News) saw its shares rise 4.7% after it was reported that the company is close to announcing that it has uncovered what is potentially the largest gold resource in the world at its Olympic Dam mine in Southern Australia. The report was made public by the Herald Sun.
In deal news, Abu Dhabi National Energy Company agreed to buy Canada's PrimeWest Energy Trust (NYSE: PWI - News) for $2.4 billion plus the assumption of debt. Today's deal marks the sixth acquisition for Saudi based Abu Dhabi since November. The deal, valued at $4 billion, represents a premium of 34% over where PrimeWest shares ended on Friday. The deal would give Abu Dhabi National daily production of more than 61,000 barrels of oil and gas equivalent.
Elsewhere, Australian-based Sims Group agreed to buy Metal Management (NYSE: MM - News) for $1.6 billion in stock to create the world's largest publicly traded scrap-metal recycler. The deal is valued at an 18% premium to where Metal Managements shares ended last week. The combined company would have total pro forma sales of $6.8 billion.
In tech news, shares of ValueClick (NYSE: VCLK - News) rose 7.4% after rumors circulated that the marketing company may be a takeover target. Elsewhere, EMC (NYSE: EMC - News) notched a 52-week high after several Wall Street analysts offered upbeat views of the storage maker, noting that the stock was a "buy" due to EMC's large stake in virtualization maker VMware (NYSE: VMW - News), which it spun off as an IPO about two months ago.
In other corporate news, commercial airline giant AMR (NYSE: AMR - News) tumbled -14.4% after the company reported in a regulatory filing that it expects passenger revenue from its mainline and regional carries to rise in a range of 3.7-4.7%. The rise is below many of its rivals.
By Mike Conte, BullMarket.com

Labels: AMR, BHP, EMC, GM, MM, PWI, VCLK, VMW

Eagle Bulk Shipping (NasdaqGS: EGLE - News): 'This company with an 8% yield is going higher. I've got to say, you've got a good one.'Crocs (NasdaqGS: CROX - News)Under Armour (NYSE: UA - News)Verizon (NYSE: VZ - News): ' ... I'd much rather own ... Verizon (than Smith Micro Software).'Morgan Stanley (NYSE: MS - News)WPP Group (NasdaqGS: WPPGY - News): 'Really terrific. ... I am going to endorse it. ... Europe's doing much better than America.'Barnes Group (NYSE: B - News): 'I endorse it. I think you should buy some Barnes.'BE Aerospace (NasdaqGS: BEAV - News)Cnooc (NYSE: CEO - News): 'I am going to get behind any oil stock in the world. ... I like your Cnooc. I think that goes higher.'PetroChina (NYSE: PTR - News): 'I have liked PetroChina more than this (Cnooc) ... "I am going to get behind any oil stock in the world.' ValueClick (NasdaqGS: VCLK - News): 'It's been stalled here. ... At $30, I still like it. ... I'm staying bullish.'Goldman Sachs (NYSE: GS - News): ' ... pull the trigger on Goldman Sachs.'Nastech Pharmaceutical (NasdaqGM: NSTK - News): 'To back away from the stock at $11 is a major league mistake ... going to go much higher.'Celgene (NasdaqGS: CELG - News)Helmerich & Payne (NYSE: HP - News): 'This is one of the most unsung drilling oil and gas stocks that there is. ... This one's got a lid on it because it's too domestic. ... You know what? I think HP is cheap. ... How could a 30% grower only have a 10 multiple? The answer is the market's wrong.'Chesapeake Energy (NYSE: CHK - News) Mastercard (NYSE: MA - News): 'I actually prefer MasterCard on a pullback than Discover right here.'
Bearish calls:
Starbucks (NasdaqGS: SBUX - News): 'This is a quality control problem. ... Basically, you can't grow that fast. I remain in the Don'tBuy mode.'Heelys (NasdaqGM: HLYS - News): 'I am bearish on Heelys.'Smith Micro Software (NasdaqGM: SMSI - News): 'I think you've got too much hype here. I've got to throw the flag. ... It's a decent story ... Your stock is too speculative.'Discover Financial Services (NYSE: DFS - News): 'I'm not behind Discover.'The Blackstone Group (NYSE: BX - News): 'I'm not a fan of Blackstone.'Boston Scientific (NYSE: BSX - News)Align Technology (NasdaqGM: ALGN - News)

Published by SeekingAlpha

Labels: B, BEAV, CELG, CEO, CHK, CROX, EGLE, GS, HPQ, Jim Cramer, Lightning Round, MA, MS, NSTK, PTR, UA, VCLK, VZ, WPPGY

Green Day: Foster Wheeler (NasdaqGS: FWLT) and Shaw Group (NYSE: SGR)
Cramer declared April 2, the day the Supreme Court ruled against the EPA for not regulating carbon emissions "Green Day," and announced his decision to devote a week-long series to environmental stocks. He believes this "landmark decision" will put a "higher multiple on everything green," and suggests buying FWLT and SGR. FWLT is "a leader in fluidized bed boilers," which create fewer sulfur dioxide and nitrogen oxide emissions. He added FWLT has a low multiple and predicts it will rise from $68 to $105. Cramer thinks nuclear is the best anti-global warming fuel and likes SGR because it "has a huge inside edge on nuclear projects in the U.S. and abroad," has recently won contracts and expects to attract more in the near future. Cramer concluded these stocks should make people some mad money in a few years.

Kellogg (NYSE: K), Coca-Cola (NYSE: KO), Goldman Sachs (NYSE: GS), Capital One Financial (NYSE: COF)
Cramer doesn't regret his aversion to fearmongering, a strategy which might have won him some media praise, but would have been "painfully wrong." Instead, he is glad he recommended buying KO and K seven weeks ago. Concerning banks, "the second bottom that I called is still happening," he said and predicts analysts will start upgrading these stocks this week. He has no worries about suggesting GS, since it is a cheap financial stock which he feels will go higher. Cramer also is bullish on COF because he feels "the stigma of credit cards is going to go away."
Related: Ticker Sense wonders if GS failure to take part in last week's rally is cause for concern.
Mad Mail: ValueClick (NasdaqGS: VCLK) and aQuantive (NasdaqGS: AQNT), Steel Technologies (NasdaqGS: STTX)Although VCLK and AQNT have risen, Cramer still likes them because they are attractive takeover targets. He told another viewer no one could have predicted the STTX buyout, because the bears were focusing on the excess of steel, and Cramer predicts more consolidation in this area, which will leave only three or four companies standing.
Published By SeekingAlpha

Labels: AQNT, COF, FWLT, GS, Jim Cramer, K, KO, Mad Money, SGR, STTK, VCLK

By Any Other Name: Rosetta Resources (NasdaqGS: ROSE)
Cramer told investors to take a look at ROSE, a small, often-overlooked gas company which he says is "criminally mispriced" since it purchased Calpine Powers oil and natural gas assets for much less than they were worth. He comments ROSE is a "$35 stock, masquerading as a $21 name" and the assets it purchased were worth two and a half times the $1.5 billion ROSE paid in 2005. The one concern keeping ROSE back is Calpine's creditors may want to reclaim Calpine's assets from ROSE, but Cramer feels any attempt will fail, because " ... 'it is very hard to get this 'fraudulent conveyance' stuff." Although Cramer would wait a couple of days and use limit orders, he would definitely back up the truck and buy ROSE.
The Next Big Thing in Biotech: Incyte (NasdaqGM: INCY)
Cramer recalls how he "nailed" Nastech Pharmaceuticals in March, calls Incyte the next Nastech and "the stuff dreams are made of." With $330 million in cash, Incyte is a company that trades on hope, comments Cramer, and such companies are good investments if they are developing drugs for a variety of markets and have big end markets. Currently, INCY is producing drugs for HIV, inflammation and cancer, areas with "tremendous" potential. Although INCY has yet to see a Phase III drug, "it has potentially positive catalysts coming out soon," and Cramer would buy INCY before it releases Phase I and Phase II data later in the year. He would wait until Thursday and pick up INCY at $7.
Consolation Prizes: Valueclick (NasdaqGS: VCLK) and aQuantive (NasdaqGS: AQNT)
The real winner in the bidding war between Google and Microsoft over Doubleclick will be VCLK or AQNT, said Cramer, since the "loser" will buy either one of these companies. In addition, Time Warner and Yahoo have also been looking at VCLK and AQNT. Even if no one buys the companies, Cramer is bullish on them for their earnings alone; "The stocks can hold their own if they don't get acquired."
CEO Interview: Jordan Greenhall of DivX (NasdaqGM: DIVX)
Jordan Greenhall commented DIVX's great quarter wasn't a surprise with "strong performance" across the board. When asked to explain what his company does, Greenhall said the object is "to take Internet at the center and move it out to any device you can think of." When Cramer asked about a secondary offering, Greenhall replied DIVX is not considering that strategy right now. After the interview, Cramer said, "This stock is going higher than it did after-hours... Up 10% is not enough. This stock is rocking again."
Published by SeekingAlpha

Labels: AQNT, DIVX, Hot Stocks, INCY, Jim Cramer, Mad Money, ROSE, VCLK

Bullish:
Supervalu (NYSE: SVU - News):' ... is doing really well.'Safeway (NYSE: SWY - News): ' ... my personal favorite, which is SWY, because they've got the Blackhawk card - which is the prepaid card - that I think is taking America by storm!'ValueClick (NasdaqGS: VCLK): 'VCLK is worth $35, if Doubleclick is worth $2 billion... It's at $26 right now. So, I would tell you that VCLK has just hit the ball out of the park repeatedly ... It grows at 20%. It sells at 30x earnings. Let's pull the trigger on VCLK, just based on the Doubleclick perspective deal.'American Capital Strategies (NasdaqGS: ACAS): ' ... it does specialty finance, and it's very hard to figure out where they're invested in... It's a little bit of a black box, but they have done a very good job over time ... I am no longer critical ... 8% yield... (buzzer sounds)... ACAS is a good deal.'Allscripts Healthcare Solutions (NasdaqGS: MDRX): 'We have liked this stock for a long time. Anything that makes the medical system more friendly, more inexpensive... is a win ... I am reiterating buy right here.'United Technologies (NYSE: UTX - News): 'I like UTX very much. I think that George Dane is a great CEO. I want to pull the trigger.'Goodyear Tire (NYSE: GT - News): ' ... is fabulous here at $31. They did the pension thing ... I want to keep buying that stock.'NYSE (NYSE: NYX - News): 'Wow! The deal closes April 4th. It's at $93.'
Bearish calls:
Ahold (NYSE: AHO - News): ' 52-week high. This is a worst-of-breed company that's trying to come back from a series of tragic errors....I would take my profits here.'Blockbuster (NYSE: BBI - News): 'Look, Antioco (former CEO) is the guy who brought me to the stock... I have been suspicious. I have been skeptical... But he left! ... And I'm a seller of BBI! Sell, sell, sell!'Acadia Pharmaceuticals (NasdaqGM: ACAD): ' ... it is making a gigantic, gigantic comeback, because of the schizophrenia drug. That's a very hard illness to deal with, very hard to cure. That's why I am saying take the gain! Sell, sell, sell.'
Published By SeekingAlpha

Labels: ACAD, AHO, BBI, GT, Jim Cramer, Lightning Round, Mad Money, MDRX, NYX, SVU, SWY, UTX, VCLK

PG&E Corp. (NYSE:PCG - News) posted a fourth-quarter profit of $152 million, or 43 cents a share, down from $180 million, or 49 cents a share, a year earlier. The company attributed most of the decline to severance costs that resulted in an after-tax cost of 5 cents a share in the most recent period. Analysts polled by Thomson First Call had expected a profit of 44 cents a share. California's biggest utility raised its outlook for 2007 earnings by 5 cents a share to a range of $2.70 to $2.80 a share.
Quanta Services Inc., (NYSE:PWR - News) the Houston provider of contracting services and solutions for electric power, gas, telecommunications and cable television, swung to a fourth-quarter loss from a year-earlier profit on 13% higher revenue. For the first quarter Quanta expects to earn 10 cents to 12 cents a share compared with 7 cents in the year-earlier period. Revenues should range $540 million to $550 million, up from $496.5 million a year earlier.
Skechers USA Inc. (NYSE:SKX - News) reported fourth-quarter earnings more than doubled to 33 cents a share from 14 cents in the year-earlier period. The Manhattan Beach, Calif., footwear company posted revenue of $304.5 million vs. $223.5 million. Skechers expects first-quarter earnings of 50 cents to 55 cents a share on revenue of $325 million to $335 million.
Teekay Shipping Corp. (NYSE:TK - News) reported fourth-quarter earnings fell to 81 cents a share from $1.85 in the year-earlier period. The Bahamas shipper of oil and natural gas posted voyage revenue of $587 million, up 10%.
TRW Automotive Holdings (NYSE:TRW - News) earned 32 cents a share in the fourth quarter, down from 57 cents in the year-earlier period. The Livonia, Mich. maker of safety systems for cars said sales rose 4.3% to $3.3 billion. The average estimate of analysts polled by Thomson Financial was earnings of 3 cents on revenue of $3.16 billion. TRW is forecasting sales of $13.4 billion to $13.8 billion for 2007, yielding earnings of $1.85 to $2.15. Thomson is looking for earnings of $2.10 and sales of $13.4 billion.
ValueClick Inc. (NasdaqGS:VCLK - News), an Internet marketing firm, reported profit increased 56% as sales rose 38%.
Wabtec Corp. (NYSE:WAB - News) Thursday reported fourth-quarter earnings of $26.2 million, or 53 cents a share, up from a year-ago profit of $16.3 million, or 34 cents a share. On a continuing operations basis, the company earned $26.9 million, or 55 cents a share, in the fourth quarter, up from a year-ago equivalent profit of $17.9 million, or 37 cents a share. The latest results include a net tax benefit of 8 cents a share. Excluding the gain, the Wilderming, Pa., maker of rail technology products said it earned 45 cents a share in the latest quarter. Sales rose 9% in the latest three months to $294.4 million from $270.3 million in the same period a year earlier. The company attributed the sales increase in the latest quarter to higher sales of transit locomotives, locomotive components and radiators for non-rail markets, as well as acquisitions. The average estimate of analysts polled by Thomson Financial was for a profit of 44 cents a share in the December period. The company also affirmed its outlook for earnings of $2.10 a share for fiscal 2007, excluding restructuring expenses of roughly 5 cents a share. Wall Street's current consensus estimate is for a profit of $2.10 a share for the year.
WebMD Health Corp. (NasdaqGS:WBMD - News) reported fourth-quarter earnings of 15 cents a share, up from 11 cents in the year-earlier period. The New York provider of health information services posted revenue of $80.6 million vs. $49.1 million. WebMD raised its 2007 outlook and now expects per-share earnings of 35 cents to 48 cents on revenue of $336 million to $352 million.
Whole Foods (NasdaqGS:WFMI - News) agreed to acquire smaller rival Wild Oats Markets Inc. (NasdaqGM:OATS - News) for about $565 million, as it grapples with competition from conventional supermarkets.

Labels: OATS, PCG, PWR, SKX, TK, TRW, VCLK, WAB, WBMD, WFMI

Bullish calls:
Archer Daniels Midland (NYSE: ADM - News): 'ADM has done nothing since that beautiful, magnifico quarter. For every two shares of AVR, you go buy one ADM.'Acme Packet (NasdaqGM: APKT): 'You are onto it .... 'APKT is a situation where I think that you - if it gets back to where it was this morning in that brief moment - you have to back up the truck.'Whirlpool (NYSE: WHR - News): 'WHR had run from $82 to $94. I think that WHR is going to hit it big. It had a very big acquisition with Maytag. It hasn't all worked out yet. It will work out.'ValueClick (NasdaqGS: VCLK): ''I am an old dot-commer from way back... and VCLK is one of the survivors that has done remarkable things on the web. This is a company that does advertising solutions for companies that need to be on the web ... great quarter. Great numbers. $26 goes higher. Management is continually beating estimates.'Vulcan Materials (NYSE: VMC - News): 'Now, that stock has been on a tear. But, you know what? We're not done. We liked it in the 70s - we like it to $140. I see 30 more points. It is cheap still, and we've still got a lot of highways that need aggregate.'MasterCard (NYSE: MA - News): 'The stock is up gigunda ahead of this quarter. I mean gigunda. Up another 2 smackers today - one of my best picks ever ... I still think their going to blow the numbers away! I don't think that MA is done.'Corning (NYSE: GLW - News): 'Ever since that quarter, where diesel engines were good, where fiber's coming back, where big-screen TV inventories have been worked off; I have said to buy GLW, and I'm reiterating it right now!'EMC (NYSE: EMC - News): 'I liked the news today with the spinoff. I'm going bullish right here.'Melco PBL Entertainment (NasdaqGM: MPEL): 'It's hurting. I know it's hurting. It's a Macau gambling play. I like it.'
Bearish calls:
Aventine Renewable Energy (NYSE: AVR - News): 'My friend, you are barking up the wrong ethanol pick! ... I want you out of AVR - even though it's all the way down - sell, sell, sell! and right now, for every two shares of AVR, you go buy one ADM.'SAP (NYSE: SAP - News): 'Holy cow, is that a stinker. Sell, sell, sell! That CEO talked a big game - a good game - but he's involved in a vicious price war with another stock that I don't like, ORCL.'Oracle (NasdaqGS: ORCL): 'I don't want anything to do with that segment. It is banned on Mad Money! Sell, sell, sell!'Thor Industries (NYSE: THO - News): ' Look, there is nothing better than an Airstream ... But! This is not the stock to own at this point in the cycle ... It's an expensive stock. Using a lot of gasoline. No. We're going to stay away ... 'don't buy.'Tibco Software (NasdaqGS: TIBX): 'Controversial. The problem with TIBX is that it's growing at 14%, and it sells at 24x earnings. Limited upside. Don't buy, don't buy.'
Published By SeekingAlpha

Labels: ADM, APKT, AVR, EMC, GLW, Jim Cramer, Lightning Round, MA, Mad Money, ORCL, SAP, TBIX, THO, VCLK, VMC, WHR

U.S. stock futures edged higher on Tuesday after a three-day break, with General Electric Co. in focus after agreeing to make an overseas purchase and with data likely to show improving New York-area manufacturing sentiment.
S&P 500 futures rose 2.2 points at 1,443.00 and Nasdaq 100 futures advanced 4 points at 1,866.25. Dow industrial futures rose 25 points.
On Friday, U.S. stocks ended higher, with the Dow industrials up 41 points, the Nasdaq Composite rising 18 points and the S&P 500 up 6.9 points on gains in both the energy and technology sectors.
Tech stocks rose in international trade in Europe and Asia, with Nokia Corp. in particular lifted by a broker upgrade.
After gains on Monday, European stock markets were steady, with the FTSE 100 down a fraction of a percentage point. The Nikkei 225 in Tokyo closed fractionally lower as well.
The U.S. dollar was lower against the euro, after stronger-than-forecast German investor sentiment in January. The Empire State manufacturing survey probably also showed improving sentiment, according to economist forecasts.
Crude oil futures were little moved in early trade, with the March contract up 8 cents at $53.95 a barrel.
The early stages of earnings season continues, with releases from Wells Fargo & Co. and Freeport McMoRan Copper & Gold Inc. on deck.
Intel Corp., the world's top chip maker, will report its quarterly results after the close of trade. Options traders have positioned themselves for an upside surprise out of Intel, according to a report in The Wall Street Journal. Separately, the Jerusalem Post reported that Intel will restructure its Israeli operations and create a joint venture with STMicroelectronics NV.
General Electric agreed to pay $4.8 billion to acquire the aerospace business of Britain's Smiths Group PLC, and also agreed to a joint venture with Smiths in the area of detection.
Pfizer Inc. may attract attention after the Journal reported that Chief Executive Jeffrey B. Kindler is close to announcing several thousand job cuts.
The AOL unit of Time Warner Inc. agreed to pay $900 million for Sweden's TradeDoubler, though a leading shareholder of the Swedish online advertising firm said the bid was too low. TradeDoubler is a rival of ValueClick Inc.
Elsewhere, Ventas Inc. agreed to buy Canada's Sunrise Senior Living Real Estate Investment Trust for C$1.14 billion.
Arris Group Inc. agreed to pay $1.2 billion for Norway's Tandberg Television, a maker of digital video hardware.
Watsco Inc. and Centex Corp. each warned that quarterly earnings per share would be below Wall Street forecasts.
Published by The Associated Press

Labels: CTX, FCX, GE, INTC, NOK, pfe, STM, TWX, VCLK, VTR, WFC, WSO