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Stock Market & Financial Investment News

News Breaks
April 15, 2012
12:21 EDTC, UBNT, CSX, WDC, GOOG, JPM, WFC, IP, MAR, WYN, HOT, GPRO, TEO, NAT, VOCS, FRT, GS, JNJ, KO, IBM, INTC, QCOM, AXP, MS, SLB, GTLS, LULU, HHC, FWLTJim Cramer's "Mad Money"
Jim Cramer said earnings are likely to be terrific next week. He reminded investors that the headlines are often wrong when it comes to corporate earnings, and the devil is always in the details. Cramer still told viewers to use caution and only buy after they've had time to digest the conference calls. GAME PLAN: (Monday) Citigroup (C ) will be watched to see if that beleaguered bank has anything to say in the way of a dividend, a buyback or anything positive for shareholders. If not, look for the entire banking sector to be weak, he said. (Tuesday) Earnings from Goldman Sachs (GS), Johnson & Johnson (JNJ), Coca-Cola (KO), IBM (IBM) and Intel (INTC). Cramer was bearish on Goldman and J&J, but expected Coke, IBM and Intel to all have bullish things to say. (Wednesday) Cramer said to buy Qualcomm (QCOM) on weakness and also American Express (AXP). American Express always trades lower after earnings, he noted, which is a great time to buy. (Thursday) Earnings for Morgan Stanley (MS), Bank of America (BAC) and Microsoft (MSFT). Cramer said he'd be a buyer of Morgan Stanley if the Spanish bond auction takes the market down. He wasn't excited about BofA, but did express interest in Microsoft on a pullback. (Friday) Reporting: General Electric (GE), Under Armour (UA), Honeywell (HON), Kimberly-Clark (KMB) and Schlumberger (SLB). Cramer was bullish on all these names, except for Schlumberger, which he told investors to just listen to for the latest read on oil and natural gas prices. EXECUTIVE DECISION: Cramer sat down with Sam Thomas, chairman, president and CEO of Chart Industries (GTLS), a gas-to-liquids equipment maker whose shares are just off their 52-week high. Cramer remained bullish on the use of natural gas and on Chart Inds. Closing out his week-long series of world-class growth stocks, Cramer highlighted yoga-inspired apparel maker Lululemon Athletica (LULU), a stock that's just 3pts off its 52-week high. Cramer called Lulu a junior growth company still in the early phases of its expansion. The company is seeing 26% increases in its same-store sales and has a huge runway to expand its store count, as well as potential in its Ivivva children's concept, and more. The balance sheet is pristine, with no debt, and shares trade at just 35x next year's earnings, with a 30% growth rate. Cramer praised management's execution. HOMEWORK: Howard Hughes (HHC) is too expensive at 166x earnings. Cramer prefers Federal Realty Trust (FRT). Cramer was also not a fan of Vocus (VOCS), a cloud software provider that's too speculative. Ubiquiti Networks (UBNT) has run too much and needs to cool before Cramer would be a buyer. TWEETS: Cramer said he still likes Nordic American Tanker (NAT), but fears that railroad CSX (CSX) has too much coal exposure. Western Digital (WDC), Cramer said there is nothing proprietary at the company and he prefers Intel (INTC). NO HUDDLE OFFENSE: Cramer said the weak Chinese GDP means that country will have to engineer the soft landing that everyone wants. Cramer said he's not worried about bank stock earnings, he wants to see revenues, which are finally on the uptick. Cramer said he too was concerned over Google's (GOOG) disappointing results, but then he remembered that the stock trades for just 12.5x earnings, even less if you back out the company's cash on hand. Add it all up and Cramer said the markets were probably ripe for a little profit taking, but it's certainly nothing to panic about. CLOSING COMMENTS: Cramer said that he's still bullish on JPMorgan Chase (JPM) and would be a monster buyer if the stock falls below $40 a share. He was also bullish on Wells Fargo (WFC). LIGHTNING ROUND: (Bullish) IP; MAR; WYN; HOT. (Bearish) GPOR; TEO; FWLT. Reference Link
News For C;GS;JNJ;KO;IBM;INTC;QCOM;AXP;MS;SLB;GTLS;LULU;HHC;FRT;VOCS;NAT;UBNT;CSX;WDC;GOOG;JPM;WFC;IP;MAR;WYN;HOT;GPRO;TEO;FWLT From The Last 14 Days
Check below for free stories on C;GS;JNJ;KO;IBM;INTC;QCOM;AXP;MS;SLB;GTLS;LULU;HHC;FRT;VOCS;NAT;UBNT;CSX;WDC;GOOG;JPM;WFC;IP;MAR;WYN;HOT;GPRO;TEO;FWLT the last two weeks.
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July 9, 2014
10:20 EDTINTCReport says Intel delaying Broadwell chip shipment, MacRumors says
Intel (INTC) has decided to further postpone the shipping of its line of 14-nanometer Broadwell chips, which are anticipated to be included in future versions of the Apple's (AAPL) MacBook Air, Retina MacBook Pro, and iMac, according to MacRumors, citing a report on Chinese site VR Zone. Reference Link
10:02 EDTNATOn The Fly: Analyst Initiation Summary
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10:02 EDTIPOn The Fly: Analyst Downgrade Summary
Today's noteworthy downgrades include: Advanced Energy (AEIS) downgraded to Neutral from Buy at Dougherty... Apollo Global (APO) downgraded to Neutral from Buy at Citigroup... Artisan Partners (APAM) downgraded to Neutral from Buy at Citigroup... Autoliv (ALV) downgraded to Hold from Buy at Nordea... BNP Paribas (BNPQY) downgraded to Neutral from Overweight at JPMorgan... BP (BP) downgraded to Hold from Buy at Deutsche Bank... Carlyle Group (CG) downgraded to Neutral from Buy at Citigroup... Coach (COH) downgraded at Buckingham... Cummins (CMI) downgraded to Buy from Conviction Buy at Goldman... Garmin (GRMN) downgraded to Underperform from Sector Perform at Pacific Crest... Gigamon (GIMO) downgraded to Buy from Strong Buy at Needham... International Paper (IP) downgraded at RBC Capital... Louisiana-Pacific (LPX) downgraded at RBC Capital... Marvell (MRVL) downgraded to Underperform from Perform at Oppenheimer... McGraw Hill Financial (MHFI) downgraded to Market Perform at Raymond James... Moody's (MCO) downgraded to Market Perform from Outperform at Raymond James... Plum Creek Timber (PCL) downgraded at RBC Capital... Potash (POT) downgraded to Neutral from Overweight at JPMorgan... RGS Energy (RGSE) downgraded at Cowen... Taminco (TAM) downgraded to Neutral from Buy at Citigroup... Total (TOT) downgraded to Hold from Buy at Societe Generale... Unilever (UN) downgraded to Reduce from Neutral at Nomura... VMware (VMW) downgraded to Market Perform from Outperform at Wells Fargo... Vectren (VVC) downgraded to Hold from Buy at KeyBanc.
10:02 EDTSLB, AXPOn The Fly: Analyst Upgrade Summary
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08:31 EDTGOOGVMware CEO sees EMC helping it remain independent, WSJ reports
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07:36 EDTWFCWells Fargo July weekly volatility increases into Q2 and outlook
Wells Fargo July weekly call option implied volatility is at 39, July is at 20, August is at 15, October is at 14; compared to its 26-week average of 16 according to Track Data, suggesting large near term price movement into the expected release of Q2 results on July 11.
07:28 EDTAXPAmerican Express upgraded at Guggenheim
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07:14 EDTIPInternational Paper downgraded at RBC Capital
As noted earlier, RBC Capital downgraded International Paper to Sector Perform from Outperform. As the reason for the downgrade, the firm cited what it sees as increased risk of a drop in containerboard prices due to production capacity increases in 2014 and 2015. Target $53.
06:59 EDTGOOGYelp formally opposed the EU's antitrust settlement with Google, NY Times says
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06:51 EDTCBofA also in talks with DOJ to settle civil probes over mortgage unit, WSJ says
In addition to the talks with Citigroup (C), the Department of Justice has also has been in talks with Bank of America (BAC) to resolve civil probes over its mortgage business, the Wall Street Journal reports. Reference Link
06:38 EDTAXPAmerican Express upgraded to Buy from Neutral at Guggenheim
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06:37 EDTCCitigroup close to settling mortgage probe for $7B, NY Times reports
Citigroup is nearing a deal with the Justice Department, under which the bank would pay about $7B to settle a civil probe of mortgage investments it sold, according to The New York Times. Dow Jones yesterday reported that Citigroup would pay about $4B to settle the probe. Reference Link
06:34 EDTINTC, GOOGFake document hits federal court in hiring case against tech giants, WSJ says
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06:31 EDTGOOGFTC may probe Google over child app purchases, Politico says
After the Federal Trade Commission cracked down on apps previously available on Apple (AAPL) devices that let children spend money without their parents' permission, Apple told the FTC that similar apps are available on Google's (GOOG) app store, according to Politico. As a result, the FTC may investigate Google over this issue, Politico stated. Reference Link
06:25 EDTGSGoldman exec says Japan M&A 'breaking' barriers, Bloomberg says
Goldman Sachs head of mergers and acquisitions in Japan, Yoshihiko Yano, said that the country is "breaking" M&A boundaries, according to Bloomberg, citing comments from Yano. Yano said, "We have to be more creative and steer away from biases and assumptions like ‘This company will normally do this,’ or ‘This type of move may happen in this industry.’” Reference Link
06:24 EDTGOOGGoogle Cloud Storage offering 2 TB of free storage through partner, WSJ reports
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06:20 EDTIPInternational Paper downgraded to Sector Perform from Outperform at RBC Capital
06:16 EDTQCOMQuclomm places FinFET chip orders with Samsung, DigiTimes reports
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06:13 EDTSLBSchlumberger upgraded to Overweight from Neutral at HSBC
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06:03 EDTLULUStocks with implied volatility below IV index mean; LULU BBBY
Stocks with implied volatility below IV index mean; lululemon (LULU) 37, Bed Bath & Beyond (BBBY) 18.
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