Jim Cramer Blog

Here are 7 stocks for traders for Monday from TradingMarkets.com:
Adobe Systems (NasdaqGS:ADBE - News) reports earnings on Monday before the bell, with traders looking for $0.48 EPS. ADBE's PowerRating (for Traders) is 5.
When Spartech (NYSE:SEH - News) announces quarterly results on Monday morning, analysts will be watching for $0.01 EPS. SEH's PowerRating (for Traders) is 6.
Black & Decker (NYSE:BDK - News) fell over 6% on Friday, after lowering its profit forecast for Q4 and the full year. BDK's PowerRating (for Traders) is 5.
CDC Corporation (NasdaqGM:CHINA - News) plummeted 17% after missing analyst earnings estimates on Friday morning. CHINA's PowerRating (for Traders) is 6.
Evergreen Solar (NasdaqGM:ESLR - News) ralled 12% after announcing plans to purchase enough refined silicon to produce 1,000 megawatts of modules by 2012. ESLR's PowerRating (for Traders) is 3.
JA Solar Holdings (NasdaqGM:JASO - News) also rallied 12% after projecting the company will beat analyst estimates for Q4. JASO's PowerRating (for Traders) is 4.
Quiksilver (NYSE:ZQK - News) fell 10% on Friday after missing earnings estimates on Friday morning.

Labels: ADBE, BDK, CHINA, ESLR, Hot Stocks, JASO, SEH, ZQK

Here are 7 stocks for traders for Friday from TradingMarkets.com:
Leap Wireless (NasdaqGS:LEAP - News) beat earnings on Thursday afternoon, announcing -$0.09 EPS versus -$0.15 EPS. LEAP's PowerRating (for Traders) is 6.
Novell (NasdaqGS:NOVL - News) also beat earnings, reporting $0.06 EPS over $0.04 EPS. NOVL's PowerRating (for Traders) is 4.
Quiksilver (NYSE:ZQK - News) missed earnings on Thursday, with $0.51 EPS versus $0.52 EPS. ZQK's PowerRating (for Traders) is 4.
CDC Corporation (NasdaqGM:CHINA - News) reports earnings on Friday before the market opens, with traders looking for $0.08 EPS. CHINA's PowerRating (for Traders) is 6.
Amtech Systems (NasdaqGM:ASYS - News) dropped more than 25% on Thursday after announcing Q1 projections which did not meet analyst expectations. ASYS's PowerRating (for Traders) is 5.
Countrywide Financial (NYSE:CFC - News) fell more than 5% on Thursday after announcing that foreclosures doubled in November and late payments continue to rise. CFC's PowerRating (for Traders) is 5.
Dow Chemical (NYSE:DOW - News) jumped 7% today after announcing plans to allow Kuwait to buy half of Dow's plastics division for $9.5 billion. DOW's PowerRating (for Traders) is 4.

Labels: ASYS, CFC, CHINA, DOW, Hot Stocks, LEAP, NOVL, ZQK

Bullish:

Tata Motors (NYSE: TTM): ' This one's going back to its high. India has been the swing factor.'Ciena (NasdaqGS: CIEN)Corning (NYSE: GLW)Stryker (NYSE: SYK): 'Stryker is fabulous! Orthopedic implants'Zimmer (NYSE: ZMH)'Let's not forget though... As good as SYK is, you know what's even better? Zimmer! What a quarter from the Zim machine!... As of yesterday, up $3. That's okay.'Goldman Sachs (NYSE: GS): 'If you want to own an investment firm, I'm going to send you to the one that sells at 10x earnings, which has been a continual theme on this show that I have been dead right on... I am talking about Goldman Sachs and I think GS is going to $325.'FuelCell Energy (NasdaqGM: FCEL): 'Okay, this is what I call an 'optionality play'... If oil spikes this weekend - up $5, or spikes... - your $7 stock will go up 3-4 points. I am not going to bless this stock as an investment. I will bless it as a speculative play - buy, buy, buy!'Yamana Gold (NYSE: AUY): 'AUY grows and grows and grows! And we want growth from a gold stock. We are not getting off the AUY horse!'Kinross Gold (NYSE: KGC)
Bearish calls:
JDS Uniphase (NasdaqGS: JDSU): 'I remain skeptical, because I have been burned so many times by this company, but I have to be honest, it does act well. I'm keeping it in the 'don't buy' but I can't blame anyone who wants to speculate...'DreamWorks (NYSE: DWA): 'I missed it! I missed it! It bottomed and I missed it, and I am angry at myself for missing it, but I can't recommend it up here. It's had too big a move. Don't buy, don't buy.'U.S. Global Investors (NasdaqCM: GROW): 'No. This is an investment advisory firm. C'mon man. Don't buy, don't buy. 'Quiksilver (NYSE: ZQK): 'Everyone tells me that they're bottomed... I went out the other day and said I was negative on it. I didn't like the acquisition they made. People have been telling me that I'm dead wrong about that... That stock is a house of pain, and I'm staying away from it!'Micron Technology (NYSE: MU): 'Let me tell you something, that's a loser! ' (buzzer sounds)

Published By SeekingAlpha

Labels: AUY, CIEN, DWA, FCEL, GLW, GS, JDSU, Jim Cramer, KGC, Lightning Round, Mad Money, MU, SYK, TTM, ZMH, ZQK

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

Bullish calls:
Denny's (NasdaqCM: DENN): 'I want to be candid. They did not have a good month. I am sticking by them because, what I liked them for is the restructuring that's fixing their balance sheet ... it's part of my little under-$10 package that I think is ramping, and that I think goes still higher. DENN is fine with me. I want to hold it.'Blockbuster (NYSE: BBI - News)Dynegy (NYSE: DYN - News)Companhia Vale do Rio Doce (NYSE: RIO - News): 'This company accomplished something that no other company could do in the western hemisphere... It literally merged with its #2 competitor ... and it has created a mineral powerhouse ... I think it's got $45 written on it. I have liked this company for 10 points. I bet you I like it for another 15! But, I've got to tell you - let's understand - it's had a big run. It is up 68% year over year. It goes to $40, and goes to $45. It probably pulls back a little, and ultimately goes to $50.'NYSE Group (NYSE: NYX - News): 'I think this is the most undervalued stock on the New York Stock Exchange - how ironic... I just bought some again for my charitable trust last week, and I am anxious to pull the trigger again, because I just think it is so darn undervalued versus when that Euronext deal closes. This one is a keeper.'Yahoo! (NasdaqGS: YHOO): ' ... there was an article in the Wall Street Journal that really said that the Yahoo AT&T relationship is ka-put, that it's just a trainwreck ... Now, over the weekend, YHOO and AT&T put out a series of releases that basically said that the Journal was dead wrong. Maybe it's something in between, but the people who tossed this stock out on Friday overreacted to what I think may have been a lot wrong in that article. I'm staying with YHOO.'eBay (NasdaqGS: EBAY)Big Lots (NYSE: BIG - News): ' ... As soon as I saw the Dollar General buyout, I said that someone is going to bid for this BIG, so I hit it up. Sure enough, 52-week high but, you know what? It probably has a little bit more to go. Now, let me caution... If I owned it, it's up 120% year-over-year, and that means bulls make money, bears make money, but hogs get slaughtered. So, if you owned it for the last year....'BEA Systems (NasdaqGS: BEAS): 'I recommended it at $12. Right now, I'm giving myself 30 lashes... I am disappointed in how this company reported. I still believe that Oracle could take them out ... I want to stick with it for now.'
Neutral calls:
Ford (NYSE: F - News): 'I don't mind the company, but the stock is wrong ... I think that Ford will be successful in its turnaround, but I like to play it with the right piece of paper - the convertible bond.'
Bearish calls:
USG (NYSE: USG - News): 'USG is a really interesting situation, because it never seems to ever go right where Warren Buffet says that he would buy the rest of it, which is mid-40s... Now, USG in the end, is deeply levered to the housing market, and you know that I am a bear on housing.'Heelys (HYLS): 'I think that HLYS is over-valued ... I went recently to a couple of sporting goods stores. They're stocked to the gills with Heely's. I don't like to see that. Sell, sell, sell!'News Corp. (NYSE: NWS - News): 'We're a dollar away from register ringing on NWS. It doesn't mean I dislike it. It does mean it's had a really big run.'Quiksilver (NYSE: ZQK - News): 'Awful. Awful. I've got to tell you. This is one of the worst quarters I have seen from any apparel company, and they're blaming the warm weather ... I hate those kind of excuses. In other words, what I'm saying is, it's probably too late to sell right now but, if that stock rallies, sell, sell, sell!'
Published By SeekingAlpha

Labels: BBI, BEAS, BIG, DENN, DYN, Ebay, F, Jim Cramer, Lightning Round, Mad Money, NWS, NYX, RIO, USG, YHOO, ZQK

Here are 7 stocks for traders for Friday from TradingMarkets.com:
Jones Soda (NasdaqCM:JSDA - News) beat earnings on Thursday afternoon, announcing $0.08 EPS over an expected $0.01 EPS. JSDA's PowerRating is 4.
NovAtel (NasdaqGS:NGPS - News) beat earnings Thursday after the bell, with $0.58 EPS over a consensus of $0.56 EPS. NGPS's PowerRating is 5.
Quiksilver (NYSE:ZQK - News) missed earnings Thursday afternoon; analysts were looking for $0.04 EPS, but the company only announced $0.02 EPS. ZQK's PowerRating is 5.
TurboChef Technologies (NasdaqGM:OVEN - News) missed earnings Thursday, announcing -$0.16 EPS when analysts were expecting -$0.08 EPS. OVEN's PowerRating is 5.
Big Lots (NYSE:BIG - News) reports quarterly earnings on Friday before the bell; watch for $0.70 EPS. BIG's PowerRating is 4.
Edge Petroleum (NasdaqGS:EPEX - News) is looking to report $0.25 EPS Friday before the open. EPEX's PowerRating is 5.
When Skillsoft (NasdaqGM:SKIL - News) announces earnings Friday before the open, look for $0.06 EPS. SKIL's PowerRating is 5.
PowerRatings are courtesy of PowerRatings.net

Labels: BIG, EPEX, Hot Stocks, JSDA, NGPS, OVEN, SKIL, ZQK

Quiksilver said its fourth quarter profit nearly doubled, driven by higher revenues in the U.S. and Europe on continued strength in its core business and improvements in the Rossignol brand. The Huntington Beach, California-based apparel maker also reaffirmed its profit outlook for fiscal 2007, sending shares more than 4% higher in early market trading.
For the latest quarter, Quiksilver said net income rose to $65.3 million, or $0.51 per share, from $33.6 million, or $0.27 per share, a year earlier. Revenue increased 22% year/year to $778.4 million, with sales in the Americas and Europe up 14% and 28%, respectively. Analysts, on average, were expecting earnings of $0.51 per share on revenue of $747.5 million, according to Reuters Estimates.
Commenting on the results, the company said its Quiksilver, Roxy, DC, and Rossignol businesses are all performing at a high level. Quiksilver acquired French ski manufacturer Rossignol last year, and plans to extend the reach of the brand through the launch of a new Rossignol apparel range next year.
For fiscal 2007, the company still expects to earn between $0.88 and $0.92 per share, versus analysts' expectations of $0.91 per share, according to Reuters Estimates.
While the integration of Rossignol still presents some challenges, the longer-term prospects are appealing. The stock market appears to be focused on near-term results and the seasonal impact of the company's Rossignol brand, but it may be overlooking the long-term possibilities for growth. Given Quiksilver's youth appeal and cultural impact versus more sport apparel brands, and the continued integration of Rossignol, we remain positive on the company's growth prospects.
--Richard Jahnke, Briefing.com

Labels: Quiksilver Inc., ZQK

Here are 7 stocks for traders for Friday from TradingMarkets.com:
Tektronix (NYSE:TEK - News) missed earnings after the close on Thursday, announcing $0.35 EPS vs an expected $0.37 EPS. TEK's PowerRating is 5.
Adobe Systems (NASDAQ:ADBE - News) matched earnings on Thursday afternoon with $0.33 EPS. ADBE's PowerRating is 4.
Quiksilver (NYSE:ZQK - News) also matched earnings Thursday after the close with $0.51 EPS. ZQK's PowerRating is 6.
Joy Global (NASDAQ:JOYG - News) reports earnings on Monday before the open, so watch for price action and volume to pick up ahead of the close on Friday. JOYG's PowerRating is 5.
American Financial (NYSE:AFG - News) has scheduled a 3:2 stock split which is payable on Friday, December 15. AFG's PowerRating is 4.
Garmin (NASDAQ:GRMN - News) has scheduled a 2:1 stock split which is payable on Friday, December 15. GRMN's PowerRating is 4.
Sterling Bancshares (NASDAQ:SBIB - News) has scheduled a 3:2 stock split which is payable on Friday, December 15. SBIB's PowerRating is 4.
PowerRatings are courtesy of PowerRatings.net

Labels: ADBE, AFG, GRMN, Hot Stocks, JOYG, SBIB, TEK, ZQK

With the latest figures from the jobs report representing a sturdier than thought economy and a “just right” wage number, a March rate cut now appears less likely [fed funds futures @ 36%]. One place investors are sure not to get the coveted policy shift is in Tuesday’s FOMC meeting. It’s the last time in 2006 that economic watchdogs will be able to gather clues as how the Fed sees the economy. A statement that offers up the opinion of inflation remaining elevated or still a concern, but an expectation for lower prices as the manufactured slow down is proceeding as planned, is thought somewhat likely. If Tuesday’s FOMC doesn’t offer clarity, one way or the other, investors will have Friday’s CPI data to look forward too. That report will offer evidence as to whether inflation at the consumer level has afforded the spending public the opportunity to whip out the Capital One (COF), MasterCard (MA) or plunk down some cash worth less and less these days as evidenced by the deteriorating US Dollar. In general and sans the Fed offering a fresh message, the CPI report will have its work cut out for it. The last month has been full of mixed economic signals as to how strong or weak the manufactured slowdown is, so extra importance might be seen as being attached to that data. Black Gold (USO) pushed lower by -2.67% this past week, easing some concerns over pressure at the pump and heating up those McMansions. However, the commodity and its derivative contracts are just off two-month highs. As such, technical strength could quickly lead to fresh angst for investors. Potential catalysts and the focus of many traders include OPEC’s Thursday meeting [production cut expected], further escalations of civil unrest in Nigeria and any changes, for better or worse, for winter weather forecasts. This week offers up a light schedule of earnings names, but in the other ‘profit-engine’ of the financial sector, the Broker / Dealer ($XBD) group is well-represented. Goldie (GS), Lehman (LEH) and Bear (BSC) all report during the five day period. As a group that’s synonymous with being a market bellwether and those names all near All-Time-Highs, traders can expect those stocks to be in play this week. Monday Economic: Wholesale Inventories (.6%)Earnings: Analogic (ALOG), Verint (VRNT), Spartech (SEH), Source Interlink (SORC)TuesdayEconomic: Treasury Balance (-63.5B), FOMC Policy StatementEarnings: Goldman (GS), Best Buy (BBY), Martek (MATK), Cooper (COO), ADC Telco (ADCT)Wednesday Economic: Retail Sales / ex Auto (.2%, .3%), Business Inv (.5%), Weekly CrudeEarnings: Zoltek (ZOLT) ThursdayEconomic: Import / Export Prices, Weekly Claims (320K)Earnings: Beacon Roof (BECN), Bear Stearns (BSC), Lehman (LEH), Pier 1 (PIR), Winnebago (WGO) Adobe (ADBE), Quiksilver (ZQK), Tektronix (TEK), VistaCare (VSTA)Friday: Economic: CPI & Core (.2%, .2%), Empire State (20), Ind Prod & Cap Util (.2%, 82.2%)Earnings: N/A

Labels: ADBE, ALOG, BBY, BECN, BSC, COF, COO, GS, LEH, MA, MATK, PIR, SEH, TEK, USO, VRNT, VSTA, WGO, ZOLT, ZQK