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News Breaks | | | | October 24, 2012 | | 04:58 EDT |  | PNRA, DELL, AKS, WAG, EPD, ISIS, WHR, RIMM, FGP, HBAN, V, KMP, PPG, NOK, OVTI, OSUR, LO, GLD, GOOG, DD, AAPL, COH, MMM | Jim Cramer's "Mad Money"
Jim Cramer said, the market is all about symmetry, the predictable cycle of stocks going from free fall, to stability and eventually to recovery and rally. That cycle will be playing out for DuPont (DD), as the stock delivered a horrendous quarter -- 32% less than investor’s expectations, and and weakness that should have been pre-nnounced weeks ago. But despite the weakness and the resulting carnage in its share price, Cramer said that DuPont now yields 3.8% and will likely bottom around 4% as the prospects for this great industrial can only improve with the global economy. Cramer said two other names, 3M (MMM) and Apple (AAPL), but they, too, are worth owning for the long term. Shares of Google (GOOG) demonstrate how this cycle works, said Cramer, as that stock was hit last week, only to stabilize and begin to recover this week. There were other bright spots in the market, said Cramer, including Coach (COH), Whirlpool (WHR) and Panera Bread (PNRA), all of which were able to surprise to the upside. EXECUTIVE DECISION: Cramer spoke with Chuck Bunch, chairman and CEO of PPG (PPG), a chemical maker that, unlike DuPont, delivered a 5c earnings beat when it reported last week. PPG currently pays a 2% yield. Bunch noted that the commodity chemical business, in which DuPont participates, is a volatile and a cyclical one, which is why PPG has chosen to jettison many of its commodity businesses in favor of specialty chemicals that offer more consistent sales and earnings. Bunch cited several areas of strength for PPG, one of which was autos. Cramer cited PPG as another bright spot in what overall was a terrible market Tuesday. Cramer ALSO spoke with Dr. Stanley Crooke, founder, chairman and CEO of Isis Pharmaceuticals (ISIS), a stock Cramer featured on "Speculation Friday" two weeks ago. Since that recommendation, shares of Isis were shot down 26% as a FDA panel raised concerns over its latest application for its cholesterol-lowering drug, Kynamro. Cramer said Isis stands by the quality of its work and Kynamro works as promised. NO HUDDLE OFFENSE: Cramer said if oil falls to $80 a barrel then he would have to raise estimates for a whole host of consumer-related companies. OFF THE CHARTS: Cramer and colleague Mark Sebastian went over the direction of SPDR Gold Shares (GLD) - questioning that with the price of gold hitting six-week lows, is now the time to buy? Sebastian also noted that five of the past six times the Gold VIX fell, the Gold ETF rallied big. Given the historic low level of the Gold VIX, Sebastian put a price target on the Gold ETF at $180 a share. Cramer said he'll take five out of six odds any day of the week and he agrees with Sebastian that the ultra-low levels in the Gold VIX could be a signal of a big move to come. LIGHTNING ROUND: (Bullish) KMP; EPD; LO; V; WAG; OSUR; HBAN. (Bearish) AKS; OVTI; FGP; DELL; NOK; RIMM. Reference Link | |
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News For DD;MMM;AAPL;GOOG;COH;WHR;PNRA;PPG;ISIS;GLD;KMP;EPD;LO;V;WAG;OSUR;HBAN;AKS;OVTI;FGP;DELL;NOK;RIMM From The Last 14 Days Check below for free stories on DD;MMM;AAPL;GOOG;COH;WHR;PNRA;PPG;ISIS;GLD;KMP;EPD;LO;V;WAG;OSUR;HBAN;AKS;OVTI;FGP;DELL;NOK;RIMM the last two weeks. |
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| May 23, 2013 | | 12:52 EDT | | GOOG | Google cuts data storage prices
Google earlier today announced that it was reducing its Google App Engine data storage prices by up to 25%. Reference Link | | | 11:59 EDT | | V | Retailers file suit against Visa, MasterCard over credit cards, Bloomberg says
 Subscribe for More Information | | | 11:56 EDT | | V | Visa names Ryan McInerney president
Visa (V) announced the appointment of Ryan McInerney as president of Visa. In this role, McInerney will be responsible for Visa's global client organization, product management as well as a new solutions group, which will focus on building and bringing to market new products and services to Visa's issuer, acquirer and merchant clients. Mr. McInerney will report to Charlie Scharf, CEO of Visa . McInerney joins Visa from JP Morgan Chase (JPM) where he was the CEO of Consumer Banking. | | | 10:17 EDT | | NOK | Nokia Siemens Networks, Intel sign collaboration MoU
Nokia Siemens Networks (NOK, SI) and Intel (INTC) announced they signed a Memorandum of Understanding to collaborate around the development of Liquid Applications, an approach to accelerate the delivery of media-rich services and content directly from the base station. The intent of the collaboration is to accelerate development of an enhanced mobile broadband experience that gives operators new revenue and differentiation opportunities. Nokia Siemens Networks and Intel will collaborate in the creation of a mobile edge computing ecosystem, focusing on over-the-top content providers, independent software vendors and application service providers. The parties will also explore new business models between mobile operators and other ecosystem players, they said. | | | 10:10 EDT |  | GOOG | Google Glass reportedly to use Samsung OLED displays, SlashGear says
Subscribe for More Information | | | 10:08 EDT |  | DD | On The Fly: Analyst Downgrade Summary
Today's noteworthy downgrades include: Blue Nile (NILE) downgraded to Sector Perform from Outperform at RBC Capital... Devon Energy (DVN) downgraded to Neutral from Overweight at JPMorgan... Fabrinet (FN) downgraded to Hold from Buy at Deutsche Bank... Flextronics (FLEX) downgraded to Hold from Buy at Deutsche Bank... Patterson-UTI Energy (PTEN) downgraded to Sell from Neutral at Goldman... Prosperity Bancshares (PB) downgraded to Market Perform at BMO Capital... Realty Income (O) downgraded to Sell from Neutral at Goldman... ReneSola (SOL) downgraded to Underperform from Neutral at Credit Suisse... Sanmina (SANM) downgraded to Sell from Hold at Deutsche Bank... Multiband (MBND) downgraded to Market Perform from Outperform at Northland Securities... DuPont (DD) downgraded to Sell from Hold at BGC Partners... Bank of the Ozarks (OZRK) downgraded to Neutral from Buy at Sterne Agee... Comerica (CMA) downgraded to Negative from Neutral at Susquehanna. | | | 09:59 EDT | | AAPL | Analyst: Apple won't launch computerized watch until late 2014, BGR says
Subscribe for More Information | | | 09:37 EDT |  | GOOG, AAPL | Active equity option families trading on open
Active equity option families trading on open according to Track Data: AAPL NFLX GOOG HPQ | | | 09:31 EDT |  | GLD | SPDR Gold Trust rebounds, potential bullish pattern may be in play
Subscribe for More Information | | | 09:31 EDT |  | PPG | PPG Industries management to meet with Deutsche Bank
Subscribe for More Information | | | | 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. | | | 08:39 EDT | | DD | DuPont downgraded to Sell from Hold at BGC Partners
Subscribe for More Information | | | 08:10 EDT | | GOOG | Google's Schmidt defends taxes in U.K., FT reports
Subscribe for More Information | | | 07:19 EDT | | KMP | National Association of Publicly Traded Partnerships to host a conference
2013 MLP Investor Conference is being held in Stamford, CT on May 21-23 with webcasted company presentations to begin on May 23 at 8 am; not all company presentations may be webcasted. Webcast Link | | | 07:11 EDT | | AAPL | EU's Barnier wants big companies to disclose national tax bills, Reuters reports
Subscribe for More Information | | | 06:08 EDT | | AAPL | 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 | | | 05:59 EDT | | GLD | SPDR Gold Trust overall implied volatility at 25; 26-week average is 17
Subscribe for More Information | | | 05:45 EDT | | GOOG, AAPL | Big companies remove subsidiaries based on SEC disclosure rules, WSJ reports
Subscribe for More Information | | | May 22, 2013 | | 17:02 EDT | | HBAN | Huntington Bancshares names Dave Anderson interim CFO
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