Jim Cramer Blog

Johnson & Johnson (NYSE: JNJ - News), Goldman Sachs (NYSE: GS - News): It is time to do some spring cleaning in portfolios ahead of earnings season when it is difficult to make money, said Cramer. He would trim positions that are too fat and would get rid of stocks that aren't working. Cramer sold JNJ ahead of what he predicts will be a bad quarter, but would not get rid of any GS, which sells at an 8 x earnings.
Akamai (NasdaqGS: AKAM): Cramer calls AKAM a "favored nation tech stock" which he would buy even ahead of the difficult earnings season. He likes the business model and is always a "go-to name on weakness."
World Wrestling Entertainment Inc. (NYSE: WWE - News): As an international growth story, Cramer likes WWE and has faith in its CEO Vince McMahon. He predicts the stock has two or three more points to the upside, and likes its yield.
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Labels: AKAM, GS, Jim Cramer, JNJ, Stop Trading, WWE

Bullish calls:
Comcast (NasdaqGS: CMCSA): ' I think that CMCSA is done going down. It's a very good stock to own in a slowdown. Pull the trigger multiple times on CMCSA. There!'Fuel Tech (NasdaqGM: FTEK): 'It's one of the few companies on alternative energy that are actually maknig money. I like that! Pull the trigger FTEK - get back in!'American Tower (NYSE: AMT - News): ' ... the tower business is a good business. It's just a great generator of cash, so I like it.'Intuitive Surgical (NasdaqGS: ISRG): 'I think that ISRG, AKAM and HOLX are the three high-growth stocks that the momentum crowd is going to gravitate to.'Hologic (NasdaqGS: HOLX)Akamai Technologies (NasdaqGS: AKAM)Continental (NYSE: CAL - News): 'We're going with CAL.'World Wrestling Entertainment (NYSE: WWE - News): 'I've liked it. The stock has done absolutely nothing, but you do get that 6% yield while you wait for something to happen, particularly overseas.'GlaxoSmithKline (NYSE: GSK - News): ' one of the few drugs stocks that I actually like. It has a very good generic, over-the-counter business.'
Neutral calls:
Melco PBL Entertainment (NasdaqGM: MPEL): 'You know, I'm hurting with this MPEL ... Now, the problem is the Macau - no one wants to do anything with China, because China's now in trouble... I have been saying back up the truck on this MPEL down here. I don't want to back away from that, but I have to tell you that this stock - if it goes back to $18-19 - we're going to re-evaluate. '
Bearish calls:
Jefferies (NYSE: JEF - News): ' ... when you miss a quarter in this game, and a lot of other brokerage houses didn't, I think you've got to just wait ... Don't buy, don't buy.'Harley-Davidson (NYSE: HOG - News): 'They missed the quarter. They've become the punching bag of the shorts ... I've got so many companies that have so-called made the quarter, I don't need to step down in quality. HOG? Don't buy, don't buy.'Fastenal (NasdaqGS: FAST): ' You've got a stock at a 52-week low that, frankly, I don't like. I'm sorry, but boy are we being tough in this post-416 decline. Again, don't buy.'Taiwan Semiconductor (NYSE: TSM - News): 'This is one of the best... you know, it's a commodity semiconductor. It's been doing incredibly well. It's at a 52-week high. You know I don't really like the semi-conductor index. This stock - I would honestly - even though it yields 3% - let's take some money off the table. I'm not crazy about TSM right here.'ExpressJet (NYSE: XJT - News)
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Labels: AMT, CAL, CMCSA, FAST, GSK, HOG, ISRG, JEF, Jim Cramer, Lightning Round, Mad Money, MPEL, TSM, WWE, XJT

Here are 7 stocks for traders for Tuesday from TradingMarkets.com:
Retail Ventures (NYSE:RVI - News) missed earnings by a long shot Monday afternoon, announcing -$0.07 EPS vs an expected $0.13 EPS. RVI's PowerRating is 4.
AutoZone (NYSE:AZO - News) reports quarterly earnings on Tuesday before the bell; look for $1.68 EPS. AZO's PowerRating is 6.
Kroger (NYSE:KR - News) announces earnings on Tuesday morning, with analysts looking for $0.28 EPS. KR's PowerRating is 6.
When Toll Brothers (NYSE:TOL - News) announces earnings on Tuesday morning, expect $1.06 EPS. TOL's PowerRating is 3.
Analysts are looking for Sanderson Farms (NASDAQ:SAFM - News) to report $0.26 EPS on Tuesday morning. SAFM's PowerRating is 5.
World Wrestling (NYSE:WWE - News) is set to announce $0.13 EPS tomorrow morning.
Copart (NASDAQ:CPRT - News) reports earnings on Tuesday after the close, so watch for action leading up to the bell. CPRT's PowerRating is 5.
PowerRatings are courtesy of PowerRatings.net

Labels: AZO, CPRT, Hot Stocks, KR, RVI, SAFM, TOL, WWE