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Stock Market & Financial Investment News

News Breaks
April 8, 2012
22:20 EDTAA, PPG, PVH, VFC, BBBY, RYN, PCL, DKS, CQP, SLB, ELY, P, BAC, AVP, SNDK, SVU, TITN, GOOG, JPM, WFC, DVN, AAPL, IMOS, INVN, RNDY, NOK, BVSNJim 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
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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August 18, 2014
08:04 EDTINVNSemiconductors sector downgraded to Cautious from Neutral at Goldman
Goldman downgraded the Semiconductors sector to Cautious given signs the cycle is turning based on expectations for a slowdown in semiconductor revenue growth, above trend semi unit shipments that should normalize, and stretching lead times. As a result, the analyst sees risk to Q4 estimates and sees further downside of 10%-25% for the SOX (SOX) and downgraded NXP Semiconductors (NXPI) to Sell from Neutral, InvenSense (INVN) to Neutral from Buy, and removed Maxim Integrated (MXIM) from the Conviction Buy List.
07:58 EDTELYCallaway Golf downgraded to Neutral from Buy at DA Davidson
DA Davidson downgraded Callaway Golf to Neutral based on weak industry trends and retailer inventory discipline that makes 2015 consensus estimates look too high. Price target lowered to $8 from $10.
07:58 EDTAAPLApple December quarter EPS likely to beat by 10%+, says RBC Capital
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06:47 EDTBACU.S. banks consider Ireland fitting spot for EU divisions, FT says
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06:42 EDTAAPLApple may call 5.5-inch iPhone '6L,' 9to5Mac reports
Apple may call its rumored 5.5-inch iPhone model the "6L," 9to5Mac reports, citing Asia-based rumor site Apple Daily. In this scenario, the 4.7-inch iPhone would be called the iPhone 6. Reference Link
05:23 EDTINVN, AAPLInvenSense downgraded to Neutral from Buy at Goldman
Goldman Sachs downgraded InvenSense (INVN) to Neutral citing valuation with shares near its $25 price target. Goldman also believes the near-term catalyst of share gains at Apple (AAPL) has passed. InvenSense closed Friday down 1c to $24.99.
August 17, 2014
18:38 EDTAAPLToo early to sell Apple, Barron's says
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17:42 EDTSLBSchlumberger should see profits increase, Barron's says
Schlumberger should see profits increase as the company focuses on its North American business, Barron's contends in its cover article. Reference Link
14:05 EDTGOOGGoogle acquires digital photo analysis startup Jetpac
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August 15, 2014
16:00 EDTAAPLOptions Update; August 15, 2014
iPath S&P 500 VIX Short-Term Futures up 1c to 28.88. Option volume leaders: AAPL GILD NFLX PBR TWTR TSLA MNKD AMZN C according to Track Data.
12:39 EDTGOOGOn The Fly: Midday Wrap
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11:45 EDTGOOGVringo confirms adverse ruling in patent suit with Google, others
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11:15 EDTGOOGVringo falls after patent win against Google, AOL reversed on appeal
The U.S. Court of Appeals for the Federal Circuit that patents claims asserted by I/P Engine, a unit of Vringo (VRNG), are invalid for obviousness and reversed a lower court's ruling in the company's favor. The patents were asserted in a suit against Google (GOOG) and Aol (AOL), IAC Interactive (IACI) and Gannett (GCI). Vringo shares dropped nearly 11% following the posting of the appeal court ruling. Reference Link
11:11 EDTGOOGU.S. Court says Vringo patents in Google case are invalid, Bloomberg Reports
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10:09 EDTGOOG, AAPLSony expected to debut Smartwatch 3 next month, GigaOM reports
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10:07 EDTBACBank of America reports July default rate 3.01% vs. 3.24% last month
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09:35 EDTAAPLActive equity options trading on open
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08:29 EDTAAPLChina Telecom now hosting Apple iCloud data in China, Marbridge Daily says
Apple (AAPL), which had previously been storing iCloud data for its Chinese users on servers in the U.S., in reportedly using China Telecom (CHA) as its sole cloud storage services provider in China, according to online Chinese media reports, said Marbridge Daily, citing Sina Tech. Apple and China Telecom have not commented, the report noted. Reference Link
07:35 EDTJPMJPMorgan reports July net credit losses 2.59% vs. 2.83% last month
Reports July delinquency rate 1.32% vs. 1.33% last month.
05:18 EDTSVUSuperValu says computer network experienced criminal intrusion
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