|
|
News Breaks | | | | September 13, 2012 | | 05:24 EDT |  | MM, JPM, CVS, FTR, EC, VRTX, ABT, SLB, AAPL, AMD, MAIN, JNJ, BMY, BA, ESRX, TOT, COG, GILD, MRK | Jim Cramer's "Mad Money"
Jim Cramer said the world's economies won't wreak havoc on your portfolio if you have the right stocks. He said with the interest rates in U.S. Treasuries expected to remain near zero for at least the next two or three years, stocks with dividends north of 3%, 4% and even 5% are the only place to be. He said if investors do their homework, they can choose a small portfolio of stocks that will easily beat the averages and most mutual funds as well. To illustrate his point, Cramer went through a list of his top holdings for charitable trust, Action Alerts PLUS. He said that CVS Caremark (CVS) remains his top holding as the company continues to pick up business from Express Scripts (ESRX). His second-largest holding, Apple (AAPL), has the ability to grow in spite of economic weakness. Also making the list is J.P. Morgan Chase (JPM), a bank that's making money on mortgages here in the U.S. while its losses in Europe continue to wane. Boeing (BA) is another holding as the seven-year aerospace cycle is just now gaining steam. Finally, Schlumberger (SLB) is a play on the rising price of oil. EXECUTIVE DECISION: Cramer spoke with Paul Palmieri, co-founder, president and CEO of Millennial Media (MM), an advertising company at the forefront of the Internet's migration to mobile devices. Cramer said Millennial remains at the forefront of a great business and he continues to like the stock. Investors need companies in their portfolios that can transcend politics, Cramer told viewers, and that means companies like those trying to develop treatments for Hepatitis C, the leading cause of liver disease in the U.S. and one that affects over 170 million people worldwide. Cramer said that Hep-C is a $20B market opportunity, which is why there are many biotech companies chasing it. Bristol-Myers Squibb (BMY) used to be the leader in HepC, But after a patient in its clinical trials had a heart attack, its program was halted and later discontinued. Cramer said, Bristol-Myers remains a great growth stock with a terrific yield, but it's no longer a player when it comes to Hep-C. Other players like Abbott Labs (ABT), Merck (MRK) and Johnson & Johnson (JNJ) are also in the Hep-C race, but those companies are too huge for a single new drug to move the needle. Another player is Vertex Pharmaceuticals (VRTX), but that company's drug is too early in development to be a major player at the moment. That leaves Gilead Sciences (GILD), said Cramer, a company that's trading at just 13.5x earnings with a 16% growth rate. Gilead's drug, currently known as the catchy GS-7977, is in the same family as Bristol-Myers' drug, only without the side effects. The company also leads the way in HIV treatments and has a host of other promising drugs in the pipeline. CLOSING COMMENT: Cramer once again told investors to stop trying to trade Apple and simply invest in it for the long term. LIGHTNING ROUND: (Bullish) MAIN; EC; IBM take some profits and let the rest run (Bearish) COG; AMD; FTR; TOT. Reference Link | |
|
News For CVS;ESRX;AAPL;JPM;BA;SLB;MM;BMY;ABT;MRK;JNJ;VRTX;GILD;MAIN;EC;COG;AMD;FTR;TOT From The Last 14 Days Check below for free stories on CVS;ESRX;AAPL;JPM;BA;SLB;MM;BMY;ABT;MRK;JNJ;VRTX;GILD;MAIN;EC;COG;AMD;FTR;TOT the last two weeks. |
|
|
| May 23, 2013 | | 09:59 EDT |  | AAPL | Analyst: Apple won't launch computerized watch until late 2014, BGR says
 Subscribe for More Information | | | 09:37 EDT |  | AAPL | Active equity option families trading on open
Active equity option families trading on open according to Track Data: AAPL NFLX GOOG HPQ | | | 09:25 EDT | | AAPL | Samsung's Galaxy S4 reaches 10M channel sales
Samsung Electronics announced that global channel sales of its GALAXY S4 has surpassed 10M units sold in less than one month after its commercial debut. Launched globally on April 27 in 60 countries, the phone is estimated to be selling at a rate of four units per second. | | | 08:14 EDT |  | JNJ, ABT | Carter's
Global Consumer Products Analysts discuss the possibility of China retiring the one-child policy within the year and potential implications for consumer products on an Analyst/Industry conference call. Relevant covered companies JNJ, PG, PFE, ABT, KMB, MJN and CRI which may be impacted and discussed on the Analyst/Industry conference call to be held on May 23 at 10 am. | | | 08:10 EDT |  | JPM | JPMorgan compelling at current levels, says RW Baird
Subscribe for More Information | | | 07:55 EDT | | BA | Boeing price target raised to $120 from $100 at BofA/Merrill
BofA/Merrill raised Boeing's price target to reflect higher delivery forecasts for the 737 and 787. Shares are Buy rated. | | | 07:31 EDT | | JNJ | Janssen expects to have more than 25 brand line extensions by 2017
Subscribe for More Information | | | 07:12 EDT | | JPM | Wall Street trying to use trade deals to weaken Dodd-Frank, Bloomberg reports
Subscribe for More Information | | | 07:11 EDT | | AAPL | EU's Barnier wants big companies to disclose national tax bills, Reuters reports
Subscribe for More Information | | | 06:32 EDT | | JPM | Dimon looks to improve JPMorgan after winning vote, NY Times says
After JPMorgan's (JPM) shareholders voted to allow Jamie Dimon to keep his dual role as the bank's CEO and chairman, Dimon is looking to repair the bank's relationship with regulators and "fortify risk controls," according to The New York Times. Reference Link | | | | 06:29 EDT | | JPM, BA | Software firm Luxoft files for IPO in New York, Bloomberg reports
Subscribe for More Information | | | 06:29 EDT |  | JNJ | Johnson & Johnson coverage assumed with an Underperform at Credit Suisse
Subscribe for More Information | | | 06:17 EDT | | TOT | Papua New Guinea’s Oil Search a takeover target, Bloomberg reports
Papua New Guinea’s Oil Search (OISHY) has the fastest revenue growth in the oil industry and now may be attracting a number of suitors, from Exxon Mobil (XOM) to Total (TOT) to Woodside Petroleum (WOPEY), reports Bloomberg. Reference Link | | | 06:08 EDT | | AAPL, JPM | On the Fly: Periodicals Wrap-Up
Subscribe for More Information | | | 06:04 EDT | | AAPL | Apple hoping to launch music service at June conference, NY Post reports
Subscribe for More Information | | | 06:02 EDT | | BMY | Bristol-Myers implied volatility at upper end of index mean range
| | | 05:51 EDT | | BA | China approves commercial service for Boeing 787 Dreamliner, WSJ reports
China's aviation regulator gave approval for Boeing's 787 Dreamliner aircraft to begin commercial service with the nation's airlines, sources say, reports the Wall Street Journal. Reference Link | | | 05:48 EDT | | JPM | Proxy advisers see their power diminish, WSJ reports
Subscribe for More Information | | | 05:47 EDT | | BMY | Stocks with implied volatility movement; SKS BMY
Stocks with implied volatility movement; Saks (SKS), Bristol-Myers (BMY) according to IVolatility. | | | 05:45 EDT | | AAPL | Big companies remove subsidiaries based on SEC disclosure rules, WSJ reports
Subscribe for More Information | | |
|
|
|
|
|
|
