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News Breaks | | | | October 25, 2012 | | 04:54 EDT |  | HON, CMG, HK, CMI, FB, MMM, UNP, COST, ZNGA, NPSP, NSC, PNRA, F, AGNC, GOOG, JAH, DD, BWLD, PPG | Jim Cramer's "Mad Money"
Jim Cramer said, This quarter's earnings season has been difficult to navigate, but that doesn't mean there aren't winners out there. He said all the companies that have been bucking the trend of disappointments have one thing in common -- great execution. Case in point, PPG (PPG) vs DuPont (DD). DuPont got hurt bad this quarter because it plays in the commodity chemical market. PPG, meanwhile, is a specialty chemical maker, developing innovative products for autos, aerospace and even sunglasses. Then there's the case of Buffalo Wild Wings (BWLD) and Chipotle Mexican Grill (CMG) vs Panera Bread (PNRA). Same-store sales were disappointing at Wild Wings and Chipotle but not at Panera, which used new menu items to keep customers coming back for more, he added. Even in the railroads, execution matters, said Cramer. That's why Union Pacific (UNP) is up 14% for the year while rival Norfolk Southern's (NSC) quarter came off the rails. The trend is also evident in the industrials, noted Cramer, with Honeywell (HON) making strides with new products, while rival 3M (MMM) painted an uncertain picture for investors. Bottom-line: If investors know where to look, the markets clearly aren't that bad, Cramer said. EXECUTIVE DECISION: Cramer sat down with Martin Franklin, executive chairman at Jarden (JAH), which just delivered a 4c earnings beat and a stock that's more than doubled since Cramer first recommended it in November 2009. Franklin said innovation and new products will always be key to having a great company. Cramer continued his recommendation on Jarden. Cramer also sat down with Dr. Francois Nader, president and CEO of NPS Pharmaceuticals (NPSP), an orphan drug maker that Cramer recommended on Sept 18. Shares of NPS spiked up 31% a month later on Oct. 12, at which time Cramer advised selling the stock. But he now says it may be worth investing in again as NPS has more than one new drug in its pipeline. Next, Cramer said Facebook (FB) not only had a terrific quarter but also a great conference call, one where it gave analysts and investors the answers they've been seeking for months. Facebook proved that its mobile strategy is in full swing now that its service is tightly integrated into the iPhone. Facebook is now turning its attention to Google's (GOOG) Android platform. Facebook also indicated that the problems with Zynga (ZNGA) did not spill over into the overall gaming sector, which was the fear of many investors. Zynga now represents just 7% of Facebook sales, down from 12%. Cramer said the strength in Facebook's quarter may be strong enough to overpower the share lockup expirations coming due soon, and he would be a buyer on weakness. LIGHTNING ROUND: (Bullish) CMI; AGNC; COST. (Bearish) HK; F. Reference Link | |
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News For DD;PPG;BWLD;CMG;PNRA;UNP;HON;NSC;MMM;JAH;NPSP;FB;GOOG;ZNGA;CMI;AGNC;COST;HK;F From The Last 14 Days Check below for free stories on DD;PPG;BWLD;CMG;PNRA;UNP;HON;NSC;MMM;JAH;NPSP;FB;GOOG;ZNGA;CMI;AGNC;COST;HK;F the last two weeks. |
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| May 17, 2013 | | 16:00 EDT |  | GOOG, F | Options Update; May 17, 2013
 Subscribe for More Information | | | 14:03 EDT |  | GOOG | Market set to finish week with gains after Cisco results, comments
Subscribe for More Information | | | 09:38 EDT |  | GOOG | Google rises following price target bump, levels to watch
Subscribe for More Information | | | 09:37 EDT | | GOOG | Active equity option families trading on open
Subscribe for More Information | | | 09:33 EDT |  | UNP | Avondale Conviction List changes
Subscribe for More Information | | | 09:30 EDT | | PPG | PPG says court issues opinion on Pittsburgh Corning reorganization
Subscribe for More Information | | | 08:53 EDT | | GOOG | Google price target raised to $1,065 from $875 at Argus
Subscribe for More Information | | | 07:10 EDT |  | GOOG | U.K. to question Amazon over income tax, Reuters reports
Subscribe for More Information | | | 06:51 EDT | | FB | Facebook volatility at low end of historic range
Subscribe for More Information | | | 06:36 EDT | | GOOG, FB | Google to add new apps to Google Glass, NY Times says
Subscribe for More Information | | | | May 16, 2013 | | 18:42 EDT | | GOOG | Google sent letter by Congress over Glass privacy issues, WSJ reports
Subscribe for More Information | | | 14:01 EDT | | GOOG | Options Update; May 16, 2013
Subscribe for More Information | | | 13:05 EDT | | GOOG | Spending on Apple, Android video games jumped in Q1, AllThingsD says
In the first quarter spending on video games for Apple (AAPL) and Android devices increased significantly versus the previous quarter, while spending on video games for traditional handheld consoles fell meaningfully, research firms IDC and App Annie found, according to AllThingsD. Consumers spent three times more on games for smartphones and tablets than on games for traditional handheld consoles last quarter, the website stated. Reference Link | | | 12:36 EDT | | F | Ford sued over alleged engine defects, Automotive News says
Three vehicle owners are suing Ford over alleged defects in the automaker's six-cylinder EcoBoost engine.according to Automotive News. The plaintiffs allege that the engine had defects that caused the vehicle to "shake, misfire and rapidly lose power," the website stated. Reference Link | | | 10:25 EDT | | GOOG | Microsoft discussing 'glasses' tech with Vuzix, NY Post says
Subscribe for More Information | | | 10:03 EDT |  | F | On The Fly: Analyst Upgrade Summary
Subscribe for More Information | | | 09:36 EDT | | GOOG | Active equity option families trading on open
Subscribe for More Information | | | 08:16 EDT | | F | Ford upgraded to Buy from Hold at Craig-Hallum
Craig-Hallum upgraded Ford following checks that indicate European production has bottomed, which removes an overhang. The firm believes investors will focus on strong North American results and an improved balance sheet. Price target raised to $18 from $15. | | | 07:41 EDT |  | AGNC | Wells Faro to host a conference
Subscribe for More Information | | | 07:36 EDT | | GOOG | Google price target raised to $1,025 from $830 at RW Baird
RW Baird raised its price target for Google shares to $1,025 following the company's I/O conference and keeps an Outperform rating on the name. Baird thinks Chrome continues to gain momentum and that yesterday's event highlighted Google's technology advantages. Shares of Google closed yesterday up $28.79 to $915.89, and are indicated up another $5.66 in pre-market trading. | | |
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