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News Breaks | | | | April 8, 2012 | | 22:20 EDT |  | DVN, GOOG, AA, BVSN, SLB, PCL, VFC, BAC, NOK, IMOS, WFC, TITN, P, CQP, RYN, PVH, AVP, RNDY, AAPL, JPM, SVU, ELY, DKS, BBBY, PPG, SNDK, INVN | Jim Cramer's "Mad Money"
Jim Cramer told his "Mad Money" TV show viewers Thursday, that when it comes to next week's trading, earnings will be the only thing that matters. Cramer told viewers to take a deep breath, because next week kicks off another important earnings season for the markets. (Monday) the markets will be digesting Friday's unemployment data. (Tuesday) will be a tough day for the markets, said Cramer, as both Alcoa (AA) and grocery chain Supervalu (SVU) kick off earnings season. Cramer told viewers to stay away from Supervalu, a serial underperformer that's just off its 52-week low. Alcoa, however, is tougher, as there's still too much aluminum being produced worldwide, despite continued cuts at Alcoa, he said. (Wednesday) Titan Machinery's (TITN) report will offer an early look into the agriculture and construction industries. Also, the Federal Reserve beige book report, another non-event, said Cramer. (Thursday) Google (GOOG) in the spotlight. Cramer said this company is inexpensive, but does have many moving parts that investors like to pick apart. He told investors that Google is not a buy because of these many skeptics, but he still likes the company. (Friday) JP Morgan Chase (JPM) and Wells Fargo (WFC) close out the week. Cramer said that while he likes JP Morgan, Wells Fargo has no ties to Europe and may perform better in the short term. EXECUTIVE DECISION: Cramer once again spoke with John Richels, president and CEO of Devon Energy (DVN) which is expected to grow its production between 22% and 24% this year as the company continues to move away from natural gas into more lucrative oil drilling. Richels said that Devon has no interest in making a dilutive acquisition with its $7.1B in cash on hand. He said that Devon would rather grow organically and the cash is a huge advantage that allows it to do just that. Cramer remained bullish on Devon. With shares of Apple (AAPL) on a tear this year, up 56%, Cramer asked, does Apple have too much influence in the S&P 500? Using the help of his colleague Tim Collins, he dove into the numbers to find out. Apple accounts for 4% of the index and has 20x more pull than the average S&P 500 stock. Collins concluded that most of the S&P 500's performance this year has come from Apple. His analysis showed that the S&P 500 would still be up for the year, even without Apple, but Apple single-handedly canceled out the lackluster performance of all nine of the remaining top 10 largest companies in the index. MAD MAIL: Cramer said that it's time to take profits in Chipsmos Technology (IMOS), a supplier to Apple, and time to wait for InvenSense (INVN), a provider of motion-based controllers for gaming, to give up some of its recent gains. Cramer is still a buyer of Roundy's (RNDY), but he would not be a buyer of Nokia (NOK) on the heels of its new Lumia 900 smartphone launch. NO HUDDLE OFFENSE: Cramer explained what he means when he says a company has "good execution" and why companies like Sandisk (SNDK), Avon Products (AVP) and Bank of America (BAC) simply don't have it. Cramer said that good execution comes from not only a coherent strategy for success, but also the effective use of tactics to make that strategy a reality. Case in point, PPG (PPG), who's CEO Chuck Bunch used terrific execution to steer PPG away from commodities and into proprietary businesses that have high margins.CLOSING COMMENTS: Cramer was bullish on apparel makers PVH Corp (PVH) and VF Corp (VFC) and retailer Bed Bath & Beyond (BBBY). LIGHTNING ROUND: (Bullish) RYN; PCL; DKS; CQP; SLB. (Bearish) ELY; P; BVSN. Reference Link | |
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News For AA;SVU;TITN;GOOG;JPM;WFC;DVN;AAPL;IMOS;INVN;RNDY;NOK;SNDK;AVP;BAC;PPG;PVH;VFC;BBBY;RYN;PCL;DKS;CQP;SLB;ELY;P;BVSN From The Last 14 Days Check below for free stories on AA;SVU;TITN;GOOG;JPM;WFC;DVN;AAPL;IMOS;INVN;RNDY;NOK;SNDK;AVP;BAC;PPG;PVH;VFC;BBBY;RYN;PCL;DKS;CQP;SLB;ELY;P;BVSN the last two weeks. |
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| May 24, 2013 | | 16:00 EDT |  | GOOG, AAPL | Options Update; May 24, 2013
 Subscribe for More Information | | | 15:37 EDT |  | GOOG | Google plans wireless networks in Africa, Asia, WSJ reports
Subscribe for More Information | | | 13:18 EDT |  | TITN | On The Fly: Midday Wrap
Subscribe for More Information | | | 12:34 EDT | | BAC | Bank of America seeking buyers for 40 branches, Bloomberg reports
Subscribe for More Information | | | 11:28 EDT | | P | Options with decreasing implied volatility: WCRX P CBST NTI BBY PXP
| | | 11:22 EDT | | AAPL | Best Buy to cut iPhone prices, AllThingsD says
Subscribe for More Information | | | 10:40 EDT | | AAPL | Apple's iOS to become flatter, more black and white, 9to5Mac says
Subscribe for More Information | | | 10:04 EDT |  | TITN | On The Fly: Analyst Downgrade Summary
Subscribe for More Information | | | 10:04 EDT |  | P | On The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: DDR Corp. (DDR) upgraded to Buy from Hold at Jefferies... Gordmans Stores (GMAN) upgraded to Overweight from Neutral at Piper Jaffray... Pandora (P) upgraded to Outperform from Sector Perform at RBC Capital... Procter & Gamble (PG) upgraded to Buy from Neutral at UBS... Sherwin-Williams (SHW) upgraded to Outperform from Neutral at RW Baird... Wendy's (WEN) upgraded to Buy from Neutral at Janney Capital... Whiting Petroleum (WLL) upgraded to Buy from Neutral at SunTrust... Alliance Data (ADS) upgraded to Outperform from Market Perform at William Blair. | | | 09:43 EDT | | GOOG, AAPL, P | Active equity option families trading
Subscribe for More Information | | | | 09:26 EDT |  | DKS | Dick's Sporting price target raised to $60 from $55 at Imperial Capital
Subscribe for More Information | | | 09:25 EDT | | P | On The Fly: Pre-market Movers
Subscribe for More Information | | | 08:14 EDT | | P | Pandora price target raised to $20-$22 from $15-$17 at Wells Fargo
Wells Fargo increased its price target on Pandora after the company reported higher than expected Q1 revenue and raised its full-year EPS guidance. The firm expects the company's results in the second half of the year to be driven by stronger ad revenue, and it keeps an Outperform rating on the shares. | | | 07:49 EDT | | AAPL, GOOG | Rumors of Google interest in Waze unfounded, TechCrunch says
After Bloomberg, citing "people familiar with the matter," said Google (GOOG) is considering a bid for map and traffic app maker Waze, TechCrunch countered that multiple credible sources it contacted "have poured cold water on the Google rumor." Facebook (FB) and Apple (AAPL) have previously been suggested as expressing interest in Waze, but the Bloomberg report said Apple was not among the "large tech companies” that have recently approached Waze, TechCrunch noted. Reference Link | | | 07:44 EDT | | GOOG | Facebook delays release of HTC First phone in Europe, FT reports
Facebook delayed release of its customized Android phone in Europe, following negative customer feedback in the U.S., reports the Financial Times. The new HTC First was released in the U.S. last month.Reference Link | | | 07:33 EDT | | GOOG | Google ad sales draws FTC probe, Reuters reports
Subscribe for More Information | | | 07:29 EDT | | P | Pandora price target raised to $24 from $17.50 at Stifel
Subscribe for More Information | | | 07:20 EDT | | GOOG | Facebook may face bidding war with Google for Waze, Bloomberg says
Subscribe for More Information | | | 07:11 EDT | | AAPL | Apple nearly tax free in Ireland since 1980, Reuters reports
Subscribe for More Information | | | 07:11 EDT | | GOOG | Google seems to be copying Amazon's moves, WSJ reports
Google (GOOG) increasingly appears to be following Amazon.com’s (AMZN) lead. Last year, Amazon rolled out AmazonSupply, an e-commerce site featuring industrial goods, and Google followed suit this January, reports the Wall Street Journal.Reference Link | | |
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