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Stock Market & Financial Investment News

News Breaks
April 15, 2012
12:21 EDTGPRO, MAR, JPM, CSX, VOCS, LULU, MS, INTC, JNJ, FWLT, HOT, IP, GOOG, UBNT, FRT, GTLS, AXP, IBM, GS, TEO, WYN, WFC, WDC, NAT, HHC, SLB, QCOM, KO, CJim 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
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January 26, 2016
09:24 EDTJNJJohnson & Johnson expects 'healthy growth' in Pharma for 2016
Cites that it will not be as strong as in 2015. The company said it remains "very committed" to Medical Devices business.
09:16 EDTJNJJohnson & Johnson sees 2016 effective tax rate of 19.5%-20.5%
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09:14 EDTJNJJohnson & Johnson says gains on 2016 divestitures will be lower than 2015 level
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09:12 EDTJNJJohnson & Johnson ended Q4 with $18.5B of net cash
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09:09 EDTLULUlululemon moves up in pre-market
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09:08 EDTGPROGoPro renews partnership with NHL and NHLPA
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09:03 EDTHOTStarwood, TripAdvisor announce new instant booking partnership
Starwood Hotels & Resorts Worldwide (HOT) and TripAdvisor (TRIP) have partnered to make Starwood's global hotel portfolio accessible on the TripAdvisor instant booking platform.
08:55 EDTJNJJohnson & Johnson expects to continue grow half from M&A, half internally
08:54 EDTJNJJohnson & Johnson expects to grow faster than healthcare market for 5 years
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08:36 EDTAXPTwitter CEO Dorsey confirms Leslie Berland as CMO
Twitter (TWTR) CEO Jack Dorsey confirmed in a tweet that Leslie Berland, an executive VP at American Express (AXP), will join the company as its new Chief Marketing Officer. Reference Link
08:26 EDTGOOGTwitter in play after executive departures, says Cantor
Cantor Fitzgerald analyst Youssef Squali believes yesterday's news of several senior executives leaving Twitter (TWTR) puts the company in play and could encourage potential bidders to step forward. Twitter's current valuation and sizeable user base makes it a strategic asset for a number of potential buyers, Squali told investors last night in a research note. Potential suitors on the technology side include Alphabet (GOOG, GOOGL), Facebook (FB) and Microsoft (MSFT), the analyst contends. On the media side, Squali thinks 21st Century Fox (FOXA), Disney (DIS), Comcast (CMCSA) or Time Warner (TWX) could express interest in Twitter. No concentration of share ownership and no super-voting structure increase the odds of a buyout, Squali argues. The analyst, however, adds that the executive departures are not good news for a company in the midst of a turnaround. He maintains a Buy rating on the microblogging operator with a $45 price target. Twitter closed yesterday down 82c, or 5%, to $17.02..
07:51 EDTGOOGStreet still underestimates Alphabet's outlook, says Bernstein
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07:44 EDTGOOGStreet margin outlook for Amazon continues to be too low, says Bernstein
Bernstein says that Amazon's (AMZN) margins are poised to beat Street expectations, and the firm's 2016 and 2017 EBITDA estimates for the company are about 17% above Street levels. The firm is more upbeat on Amazon than on Alphabet (GOOG, GOOGL) and Facebook (FB)
06:45 EDTJNJJohnson & Johnson sees FY16 adjusted EPS $6.43-$6.58, consensus $6.37
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06:43 EDTJNJJohnson & Johnson reports Q4 adjusted EPS $1.44
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06:42 EDTJNJJohnson & Johnson reports Q4 EPS $1.15, consensus $1.14
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06:15 EDTGOOGGoogle tax avoidance deal reignites controversy, FT reports
The U.K. government is distancing itself from George Osborne's belief taht the tax deal with Google was "a major success," the Financial Times reports. Google's deal to pay GBP130M in back taxes to the U.K. government has brought back a controversy that made fixing tax avoidance the top priority three years ago, the report says. Prime Minister David Cameron's spokesman declines to repeat Osborne's claim that the deal was a "success" and a "victory," the report says. Reference Link
06:11 EDTJPMJPMorgan reaches $1.42B settlement agreement in Lehman case, Bloomberg says
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05:52 EDTNATNordic American Tankers involved in rescue operation at sea
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05:15 EDTINTC, AXPStocks with implied volatility below IV index mean; AXP INTC
Stocks with implied volatility below IV index mean; American Express (AXP) 28, Intel (INTC) 27 according to iVolatility.
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