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May 24, 2012
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| 12:33 EDT |  | MCD |
| theflyonthewall.com: | Changes discussed at McDonald's shareholder meeting, LA Times says | | With a new CEO slated to take over McDonald's (MCD) there will be more attempts at modernizing the chain and offering healthier menu choices, says the Los Angeles Times. Reference Link :theflyonthewall.com |
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| 10:59 EDT |  | MCD |
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| 10:54 EDT | | MCD |
| theflyonthewall.com: | McDonald's CEO says continuing to gain market share in Southern Europe | | CEO Don Thompson says Southern Europe a "tough arena." Says Spain, Italy, Portugal seeing austerity impact. Comments from annual shareholders' meeting. :theflyonthewall.com |
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| 07:26 EDT | | DNKN |
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May 23, 2012
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| 12:14 EDT | | YUM |
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| 12:04 EDT | | YUM |
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| 12:00 EDT | | YUM |
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| 12:00 EDT | | YUM |
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| 10:48 EDT | | CMG |
| theflyonthewall.com: | Chipotle says has only committed to opening one more Chophouse so far | | Says "pleased and optimistic" by results so far from first Chophouse location. :theflyonthewall.com |
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| 10:44 EDT |  | CMG |
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| 10:43 EDT | | CMG |
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| 10:39 EDT | | CMG |
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| 10:37 EDT | | CMG |
| theflyonthewall.com: | Chipotle says timing of SEC involvement in investigation "unusual" | | Says lawyers think probe will take "year or two more" to play out. Says will cooperate fully with investigations from government. Says lawyers are "extremely confident" will end up favorably for company. :theflyonthewall.com |
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| 10:34 EDT | | CMG |
| theflyonthewall.com: | Chipotle says surprised when SEC contacted lawyers about labor issue subpoena | | Says thought labor investigation was "winding down." :theflyonthewall.com |
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| 10:30 EDT | | CMG |
| theflyonthewall.com: | Chipotle reiterates it has no plans to raise prices this year | | Sees beef inflation driving up food cost in next couple of quarters. Comments taken from presentation at Morgan Stanley Retail and Restaurant Conference. :theflyonthewall.com |
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| 10:27 EDT |  | SBUX |
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| 07:52 EDT |  | WEN, JACK, CMG |
| theflyonthewall.com: | JP Morgan to host a conference | | Retail Conference is being held in Boston on May 23. :theflyonthewall.com |
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| 07:28 EDT | | SBUX |
| theflyonthewall.com: | Starbucks upgraded at BofA/Merrill | | As previously reported, BofA/Merrill upgraded Starbucks based on valuation, strong EPS growth, and reduced investor expectations. Price target raised to $68 from $65. :theflyonthewall.com |
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| 07:20 EDT | | MCD |
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| 06:25 EDT | | SBUX |
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May 22, 2012
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| 21:57 EDT | | DNKN |
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| 14:49 EDT | | CMG |
| theflyonthewall.com: | Chipotle discloses USAO investigation into possible securities law violations |
 Subscribe for More Information :theflyonthewall.com |
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| 11:36 EDT | | CBRL |
| theflyonthewall.com: | Cracker Barrel says sees FY commodity costs up 5%-5.5% | | :theflyonthewall.com |
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| 11:26 EDT | | CBRL |
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| 11:17 EDT | | CBRL |
| theflyonthewall.com: | Cracker Barrel says commodity costs still a challenge | | :theflyonthewall.com |
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| 11:17 EDT | | CBRL |
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| 11:08 EDT | | CBRL |
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| 07:43 EDT |  | DNKN |
| theflyonthewall.com: | Dunkin' Brands initiated with an Equal Weight at Stephens | | Target $37. :theflyonthewall.com |
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| 07:42 EDT | | SBUX |
| theflyonthewall.com: | Starbucks initiated with an Overweight at Stephens | | Target $66. :theflyonthewall.com |
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| 07:06 EDT |  | CBRL |
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| 07:05 EDT | | CBRL |
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| 07:01 EDT | | CBRL |
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May 21, 2012
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| 14:57 EDT | | PFCB |
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| 08:17 EDT | | SONC |
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May 20, 2012
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| 09:52 EDT | | SBUX |
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May 18, 2012
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| 16:27 EDT | | CMG |
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| 07:39 EDT | | DRI |
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| 00:09 EDT | | DNKN, THI |
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May 17, 2012
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| 12:23 EDT |  | JACK, RRGB |
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| 10:53 EDT | | JACK |
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| 10:50 EDT | | JACK |
| theflyonthewall.com: | Jack in the Box says no share repurchases in Q2 due to purchase of Qdoba units |
Subscribe for More Information :theflyonthewall.com |
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| 10:47 EDT | | JACK |
| theflyonthewall.com: | Jack in the Box sees 30-35 new Jack units opening in FY12, 60-70 new Qdobas | | Sees opening 30-35 new Jack in the Box restaurants in FY12, including about 15 company locations. Sees 60-70 new Qdoba restaurants opening in FY12, including about 25-30 company locations. Sees selling 80-120 Jack in the Box restaurants to franchisees in FY12 with expected gains of $20M-$25M and total proceeds of $40M-$50M resulting from the sales. Sees FY12 capital expenditures $85M-$95M. :theflyonthewall.com |
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| 10:43 EDT | | JACK |
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| 10:42 EDT | | JACK |
| theflyonthewall.com: | Jack in the Box lowers view of full year commodity cost increase to 3%-4% | | Had seen commodity costs rising 5% this year. Now sees beef costs up 5%-6% this year, compared to prior view of beef costs up in the high single digits. :theflyonthewall.com |
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| 10:38 EDT | | JACK |
| theflyonthewall.com: | Jack in the Box sees incurring more restructuring charges this year | | :theflyonthewall.com |
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| 10:36 EDT | | JACK |
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| 10:00 EDT | | RRGB |
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| 09:40 EDT | | JACK |
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| 09:16 EDT | | RRGB |
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| 09:00 EDT | | RRGB |
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| 04:46 EDT | | SBUX |
| theflyonthewall.com: | Starbucks announces leadership moves to accelerate global growth agenda | | Starbucks Coffee announced several leadership changes to accelerate its innovation and growth. The company announced the following leadership moves as it further strengthens its three-region operating model: Lucy Lee Helm was named EVP, general counsel and secretary. Arthur Rubinfeld was named chief creative officer and president, Global Development and Evolution Fresh Retail. Annie Young-Scrivner was named EVP and president, Starbucks Canada. Colin Moore was named SVP, Enterprise Optimization. Craig Russell was named SVP, Global Coffee coinciding with the retirement of Dub Hay as SVP, Global Coffee Authority this November. CEO Howard Schultz commented: "The leadership moves we announced today will enable us to more swiftly position ourselves for the exciting opportunities ahead while never losing sight of the fact that we are a global brand with a rich heritage in coffee, long-standing values, and the responsibility to use our scale for good.” :theflyonthewall.com |
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May 16, 2012
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| 17:54 EDT | | SBUX |
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| 16:17 EDT | | RRGB |
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| 16:07 EDT | | JACK |
| theflyonthewall.com: | Jack in the Box reports Q2 EPS 27c, consensus 32c | | Reports Q2 revenue $506.63M, consensus $502.86M. :theflyonthewall.com |
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| 16:07 EDT | | JACK |
| theflyonthewall.com: | Jack in the Box sees FY12 EPS $1.28-$1.50, consensus $1.34 | | Sees FY12 SSS up 3.5%-4.5%. :theflyonthewall.com |
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| 16:06 EDT | | RRGB |
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| 16:06 EDT | | RRGB |
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| 16:05 EDT | | JACK |
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| 16:05 EDT | | RRGB |
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| 16:03 EDT | | JACK |
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| 14:39 EDT | | RRGB, JACK |
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| 10:33 EDT | | DNKN |
| theflyonthewall.com: | On The Fly: Analyst Upgrade Summary | | Today's noteworthy upgrades include: Akamai (AKAM) upgraded to Neutral from Sell at Citigroup... Cisco (CSCO) upgraded to Overweight from Equal Weight at Barclays... Fossil (FOSL) upgraded to Buy from Neutral at Citigroup... Hollysys Automation (HOLI) upgraded to Buy from Neutral at Roth Capital... PepsiCo (PEP) upgraded to Outperform from Underperform at CLSA... Rowan Companies (RDC) upgraded to Outperform from Neutral at Macquarie... SandRidge Energy (SD) upgraded to Hold from Sell at Canaccord... Seadrill (SDRL) upgraded to Buy from Neutral at Citigroup... Simpson Manufacturing (SSD) upgraded to Neutral from Underperform at RW Baird... TE Connectivity (TE) upgraded to Outperform from Neutral at Macquarie... Weatherford (WFT) upgraded to Overweight from Neutral at JPMorgan... Dunkin' Brands (DNKN) upgraded to Buy from Hold at Argus... Total (TOT) upgraded to Equal Weight from Underweight at Morgan Stanley. :theflyonthewall.com |
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| 10:23 EDT | | MCD |
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| 07:40 EDT | | DNKN |
| theflyonthewall.com: | Dunkin' Brands upgraded to Buy from Hold at Argus | | Argus upgraded Dunkin' Brands given its strong domestic and international growth opportunities, and benefits fro its franchised business model. :theflyonthewall.com |
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| 04:45 EDT | | MCD, CMG, SBUX, WEN |
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May 15, 2012
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| 17:17 EDT | | WEN |
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| 17:16 EDT | | PFCB |
| theflyonthewall.com: | Centerbridge begins $51.50 p/s offer for P.F. Chang's China Bistro | | In connection with the previously announced merger agreement entered into to acquire P.F. Chang’s China Bistro. P.F. Chang’s announced that Wok Parent , Wok Holdings and Wok Acquisition have commenced a cash tender offer to acquire all of the outstanding shares of P.F. Chang’s common stock. Upon the successful closing of the tender offer, stockholders of P.F. Chang’s who tendered their shares in the tender offer will receive $51.50 per share in cash, without interest and less any required withholding taxes. Parent and Purchaser are newly formed entities and are wholly owned by funds advised by Centerbridge Partners. :theflyonthewall.com |
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| 10:14 EDT |  | MCD |
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| 08:08 EDT | | MCD |
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| 07:43 EDT |  | EAT |
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| 06:37 EDT | | MCD |
| theflyonthewall.com: | McDonald's downgraded to Neutral from Outperform at Cowen | | Cowen expects McDonald's Global AUV growth and U.S. market share gains to moderate and for shares to trade in-line with the market. :theflyonthewall.com |
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| 05:03 EDT | | DPZ |
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May 14, 2012
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| 09:04 EDT | | JACK |
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May 13, 2012
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| 15:33 EDT | | RRGB, JACK |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer laid out his game plan for the week of May 14, ahead of Facebook's (FB) IPO on Friday. (Monday) Groupon (GRPN) reports, Cramer said this stock shows us just what can go wrong with a red hot technology-related IPO. He said to stay away. (Tuesday) A slew of retail earnings, including JC Penney (JCP), Dick'' Sporting Goods (DKS), Saks (SKS), TJX Stores (TJX) and Home Depot (HD). Cramer was bullish on TJX and Home Depot, but told investors to steer clear of the others for now. (Wednesday) earnings include John Deere (DE) a perpetually downbeat conference call, Target (TGT) a retailer whose prospects are looking up, along with two restaurants Jack in the Box (JACK) and Red Robin (RRBG). Cramer said he's intrigued by Target, but would only listen to the two burger chains'' results. (Thursday) Reporting: Ross Stores (ROST), Gap Stores (GPS) and Dollar Tree (DLTR), along with cloud computing giant Salesforce.com (CRM). Cramer said to buy any of the retailers on weakness, but only pickup Salesforce if the weakness is severe. (Friday) the expected IPO of Facebook (FB) and Cramer once again told investors to get in on the IPO, if they can, but absolutely do not buy any shares in the aftermarket. Next, Cramer said he's always a fan of companies unlocking value by splitting themselves up. In a case like Marathon Oil (MRO), shares rose 30% from the time the deal was announced until the split actually occurred earlier this year. But once the split happens, cautioned Cramer, the opportunity comes to an end. Now ConocoPhillips (COP) has spun off its Phillips 66 (PSX) refining and pipeline assets, the company is only growing at 3% to 5% a year, hardly enough to get excited about., Cramer says. He prefers Chevron (CVX), which offers a smaller dividend but also more growth. Investors looking for even more upside should consider EOG Resources (EOG) or an oil pipeline like Kinder Morgan Energy Partners (KMP). Bottom-line: Cramer said that he's not a buyer of either half of the old Conoco and told investors that this opportunity, like most other break up stories, has come to an end. Then, Cramer put the energy drink maker Monster Beverage (MNST) through his 10-step prism to find out if its a turbo-charged company or just an over-caffeinated stock. Weighing all the pros and cons, Cramer said that he would invest in Monster only as a speculative stock. He also recommended using deep-in-the-money call options as a stock replacement strategy to limit the downside risk. MAD MAIL: Medtronic (MDT) is dead money and there are better places to invest. Cramer prefers Energy Transfer Partners (ETP) instead of Inergy (NRGY). Conns (CONN) too risky. Cramer is only recommending a few oil stocks and not Carrizo (CRZO). Bearish on Windstream Communications (WIN). Abbott Labs (ABT) is his favorite drug stock. NO HUDDLE OFFENSE: Cramer sounded off on the JPMorgan Chase (JPM)) bad-trade debacle. Cramer suggested JPM CEO Jamie Dimon give up his bonus as a gesture of good will toward shareholders. LIGHTNING ROUND: (Bullish) DOW; CCE; HBAN, buy under $6. (Bearish) UPL; BGCP; BRCD; ERF.Reference Link :theflyonthewall.com |
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May 11, 2012
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| 10:23 EDT | | CAKE |
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| 05:53 EDT | | RRGB |
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| 05:52 EDT | | CBRL |
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| 05:52 EDT | | CAKE |
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| 05:50 EDT | | RT |
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| 05:50 EDT | | EAT |
| theflyonthewall.com: | Brinker coverage resumed with an Outperform at Wells Fargo | | Price target range $37-$40. :theflyonthewall.com |
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| 05:49 EDT | | DRI |
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| 04:59 EDT | | CMG |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer noted that housing is coming back "and it's going to take a lot of sectors with it." Cramer said the housing market may have bottomed out in 2007, but things are finally beginning to change as homebuilders like Toll Brothers (TOL) and Lennar (LEN) are up 31% and 40% for the year, respectively. Home builders need materials, said Cramer, so why not look into a Masco (MAS) or Sherwin-Williams (SHW) or Owens Corning (OC)? All of these stocks are cheap, Cramer says. Home buyers will need loans, so that's good news for Wells Fargo (WFC) and US Bancorp (USB), said Cramer. They will also need insurance, think Travelers (TRV). While those may be the obvious plays, Cramer said there are plenty of other companies that benefit as well. Time Warner (TWX) will provide cable service to many new homes while Verizon (VZ) and AT&T (T) will provide phone service. Cramer also touted retail, which does well when homes are increasing in value. He likes Bed Bath & Beyond (BBBY), along with Home Depot (HD) and Costco (COST). EXECUTIVE DECISION: Cramer once again sat down with Richard Pops, chairman and CEO of drug maker Alkermes (ALKS), a company that expects to see double-digit revenue growth next year. Pops said that Alkermes is now in the sweet spot; it's large enough that it has all of the resources it needs to make medicines, get them approved and manufacture them, but it's also not too big that bureaucracy slows its pace of innovation. One of Alkermes' most promising treatments is for alcoholism. And, it also has a promising drug in phase III testing for schizophrenia. Cramer said he continues to like the innovation and growth at Alkermes, even if the company remains a speculative play, as it still has no earnings. OFF THE CHARTS:The technicals are warning investors to be more cautious going forward, as another 5% drop to the downside could be looming. "Keep your eye on the CBOE Volatility Index (VIX)", Cramer concluded. NO HUDDLE OFFENSE: While everything is going right inside Cisco (CSCO), outside factors, including decreasing government spending, are an issue that every technology company will need to address in the near future, Cramer says. Next, Cramer revisited the Hospitality Index, a group of stocks created by restauranteur Danny Meyer in 2009. The Hospitality Index consisted of 17 stocks including Whole Foods (WFM), Chipotle Mexican Grill (CMG), Apple (AAPL), Costco (COST) and Amazon.com (AMZN). Since its introduction in 2009, the S&P 500 has delivered a 65% return while the Hospitality Index returned a stellar 257% return with only one stock, DreamWorks Animation (DWA), posting a loss. Cramer said the same things that have made these companies a success over the past three years still hold true today. LIGHTNING ROUND: Hewlett-Packard (HPQ): Cramer doesn't like the stock at all and says "it can go lower, much lower." Pan American Silver (PAAS) is the best house in a shaky neighborhood. Cramer doesn't want to own any miners, they're too dangerous. Hercules Offshore (HERO) If you consider it a speculative stock, Cramer blesses it as a long-term bet on oil. Prudential (PRU) Cramer likes it, but is cautious as the stock doesn't have yield protection. Zipcar (ZIP) Cramer said he would look again when the stock is between $6 and $9 a share. Chesapeake Granite Wash Trust (CHKR) Cramer thinks you can buy it lower. Deere & Co.(DE): "It's a good company but the commodities are weak". Cramer wants to be 'careful'. Reference Link :theflyonthewall.com |
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May 10, 2012
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| 12:29 EDT | | YUM |
| theflyonthewall.com: | Yum! Brands to open 150 restaurants inside Chinese stores, China Daily reports |
Subscribe for More Information :theflyonthewall.com |
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| 12:27 EDT | | SBUX |
| theflyonthewall.com: | Starbucks CEO Schultz: We have a very good relationship with Green Mountain | | :theflyonthewall.com |
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| 12:26 EDT | | SBUX |
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| 12:26 EDT | | SBUX |
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| 12:25 EDT | | SBUX |
| theflyonthewall.com: | Starbucks CEO Schultz says new machine not in competition with Green Mountain | | Schultz is speaking on CNBC. :theflyonthewall.com |
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| 04:20 EDT | | SBUX, CMG |
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