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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
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October 7, 2014
13:33 EDTGOOGGoogle executive says Google+ here to stay, Re/code reports
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13:18 EDTGPROGoPro reverses from fresh life high, levels to watch
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12:57 EDTJNJJohnson & Johnson October volatility increases into Q3 and outlook
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11:35 EDTQCOM, JPMStocks with call strike movement; JPM QCOM
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10:02 EDTIPOn The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: Air France-KLM (AFLYY) upgraded to Overweight from Underweight at JPMorgan... Alcobra (ADHD) upgraded to Outperform at FBR Capital... Alon USA Partners (ALDW) upgraded to Buy from Neutral at Citigroup... Becton Dickinson (BDX) upgraded to Buy from Hold at Stifel... CNOOC (CEO) upgraded at Bernstein... CTC Media (CTCM) upgraded to Buy from Hold at Deutsche Bank... CVR Refining (CVRR) upgraded to Buy from Neutral at Citigroup... CalAmp (CAMP) upgraded to Outperform from Neutral at Macquarie... China Unicom (CHU) upgraded to Overweight from Equal Weight at Barclays... Crown Holdings (CCK) upgraded at Macquarie... Dick's Sporting (DKS) upgraded to Buy from Neutral at Goldman... Fortuna Silver Mines (FSM) upgraded to Outperformer from Sector Performer at CIBC... Franco-Nevada (FNV) upgraded to Buy from Hold at TD Securities... Horsehead Holding (ZINC) upgraded to Outperform from Market Perform at FBR Capital... Ingersoll-Rand (IR) upgraded to Buy from Neutral at Goldman... IntercontinentalExchange (ICE) upgraded to Buy from Neutral at Citigroup... International Paper (IP) upgraded at BofA/Merrill... Leidos (LDOS) upgraded to Neutral from Underperform at Credit Suisse... Lennox (LII) upgraded to Positive from Neutral at Susquehanna... MGM Resorts (MGM) upgraded to Buy from Hold at Deutsche Bank... Natus Medical (BABY) upgraded to Outperform at William Blair... Noodles & Company (NDLS) upgraded to Buy from Hold at Jefferies... Phillips 66 (PSX) upgraded to Buy from Neutral at Citigroup... RockTenn (RKT) upgraded to Buy from Neutral at BofA/Merrill... Smith & Nephew (SNN) upgraded to Hold from Sell at Societe Generale... Sotheby's (BID) upgraded to Buy from Hold at Craig-Hallum... Sun Life Financial (SLF) upgraded to Overweight from Equal Weight at Barclays... WellCare (WCG) upgraded at Sterne Agee... Yamana Gold (AUY) upgraded to Neutral from Underweight at HSBC.
09:18 EDTGOOGRackspace partnership with Google positive for sentiment, says Wells Fargo
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09:17 EDTMS, GS, JPMSecurities Industry & Financial Markets Association to hold a conference
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09:03 EDTGOOGRackspace to offer managed IT services support for full Google Apps for Work
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08:28 EDTCCitigroup October volatility increases into Q3 and revenue outlook
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08:03 EDTGOOGVonage announces appointment of Alan Masarek as CEO
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07:48 EDTIBM, GOOGU.S. Chamber of Commerce to hold a discussion
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07:34 EDTIPInternational Paper upgraded at BofA/Merrill
As previously reported, BofA/Merrill upgraded International Paper to Buy from Neutral. The firm upgraded shares based on expectations the company will attempt to convert part of the portfolio to a Master Limited Partnership, or MLP. Price target raised to $55 from $53.
07:29 EDTJPMJPMorgan Chase volatility increases into Q3 and guidance
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07:28 EDTMS, C, JPM, GSWells Fargo ups price target ranges for capital markets banks
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07:24 EDTJNJAlliance for Regenerative Medicine
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06:51 EDTC, MS, WFC, JPM, GSJustice Department set to attack more large banks by year end, NY Times says
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06:49 EDTC, JPMBNP seeks assistance from banks as ban approaches, Reuters says
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06:29 EDTIBMIBM, Globalfoundries reignite discussions for chip division, Bloomberg says
IBM and Globalfoundries have restarted discussions for IBM to sell its unprofitable chip production division, according to Bloomberg, citing a person familiar with the matter. The source said that IBM could pay Globalfoundries more than $1B to take over the unit. Reference Link
06:08 EDTJNJJohnson & Johnson Remicade competition could come in 2016, says Wells Fargo
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06:07 EDTGOOGYouTube may still be interested in programming for kids, Re/code reports
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