News For AVAV From The Last 14 Days Check below for free stories on AVAV the last two weeks.
There is 1 item on the Fly with pertinent information.
Sign up for a free trial to see the rest of the stories you've been missing. |
|
February 1, 2012
|
| 22:21 EDT |  | AVAV |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said Wednesday's markets gave investors so many ways to win and better yet, it gave it when investors were least expecting it. Whirlpool (WHR) was able to beat and raise estimates, all while most investors thought the housing market was still declining. He said that Boeing (BA) shares were able to trade higher, despite defense cutbacks in Washington. And Navistar (NAV) also ticked higher on news of its partnership with Clean Energy Fuels (CLNE). Then of course there was the announcement of the Facebook IPO, a deal that's so hot investors are even buying up shares of the underwriters. In technology, Cramer admitted that Amazon.com (AMZN) disappointed, but the markets also has a surprise beat from disk drive maker Seagate (STX), which rose 21% in a single day. Internationally, the markets received news that China's economic soft-landing is indeed happening, something that bodes well for companies levered to China like Caterpillar (CAT), Yum Brands (YUM) and Coach (COH), the latter two hitting 52-week highs Wednesday. Put all of these factors together, said Cramer, and its easy to see why he's so excited about the possibilities. Cramer opined on what to do with Amazon.com (AMZN) after the company's disappointing earnings. His conclusion? Don't do anything. Cramer said Amazon has proven to be a consistent winner on weakness, and selling shares after a sell-off has always been a terrible bet. He concluded that Amazon is a "wait-and-see" situation. For Wednesday's installment of his "Show Off Stocks" series, Cramer highlighted motorcycle legend Harley Davidson (HOG), which is seeing demand for its product grow at the fastest pace since 2005. The company is diversifying its customer base and now aggressively attracting younger riders, as well as women and minorities. Additionally, Harley is completing a major restructuring this year that will shave $325M a year off the company's cost structure. Trading at just 13.5x earnings with a 14.5% long-term growth rate, Cramer said shares of Harley Davidson are far too cheap. EXECUTIVE DECISION: Cramer checked in with David Demshur, chairman, president and CEO of Core Labs (CLB), an oil service technology company that Cramer said is the one to buy. Among the areas Demshur was most excited about were deep water drilling off of Brazil and Angola as well as projects in the Middle East and off the coast of Australia. He said Core Labs believes in long-term shareholder appreciation and will remain committed to the company's dividend and stock re-purchase program. Cramer continued his recommendation of Core Labs and again told investors to use the weakness which occurs after every earnings release to buy in. LIGHTNING ROUND: (Bullish) URI; AAPL; LSI; MX; AVAV; KFN. (Bearish) RIMM; BX. Reference Link :theflyonthewall.com |
|
|
|
