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February 12, 2012
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| 10:38 EDT |  | GM |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said win or lose, once the Greece issue is resolved the markets will breath easier, but if Greece defaults or gets kicked out of the eurozone, the market will give back some of its recent gains. Cramer outlined his game plan for the companies reporting the week of Feb. 13. (Monday) Masco (MAS) Cramer would buy shares on any weakness. (Tuesday) recent IPO Michael Kors (KORS) he'd buy on any weakness. Zynga (ZNGA) he'd "ring the register". (Wednesday) John Deere (DE), Devon Energy (DVN) and Goldcorp (GG) - Cramer advised a wait-and-see approach with all three names. (Thursday) General Motors (GM) buy under $22. VF Vorp. (VFC) take profits ahead of their release. (Friday) Cramer said that he's worried about Campbells Soup (CPB) and Heinz (HNZ) and would not be a buyer of either. On the IPO front, Cramer recommended investors buy in on the Brightcove IPO, but all while keeping an eye on the Currency Shares Euro Trust (FXE) to see how the markets are reacting to the latest Greek news. SPECULATION FRIDAY: Cramer returned to Fortinet (FTNT) which is up 208% since his Novermber 2009 recommendation. He said that the cyber-security theme is still in tact, and with hackers getting more sophisticated every day, more and more companies will need Fortinet's unified threat management systems. The shares are expensive trading at 43x earnings with a 21% growth rate. But given the size of the market opportunity, Cramer said it's still worth buying shares on any market pullback. Fortinet recently reported excellent earnings. Given Fortinet's size, Cramer said the company may also be a takeover target someday. For the final "All Request" segment of the week, Cramer responded to a tweet asking him to compare Tempur-Pedic (TPX) and Select Comfort (SCSS) in a battle of the high-end mattress makers. The premium mattress segment is a lucrative one for both companies. Cramer said that Select Comfort, trading at 22x earnings with a 19% growth rate, is by far the better deal. Select Comfort, with only 5% market share, has more room to grow. Its same-store comps rose by a greater percent and it has higher margins than Tempur. MAD MAIL: Cramer was bullish on Optimer Pharmaceuticals (OPTR) as a speculative play but was bearish on KIT Digital (KITD) and Guidewire (GWRE), advising investors to sell now. Cramer said that he's not a buyer of C&J Services (CJES), and prefers Core Labs (CLB) and Schlumberger (SLB), both of which have less natural gas exposure. Cramer said there's no rush to Massimo (MASI) and would wait for a pullback. He also noted that Ziopharm Oncology (ZIOP) is like playing FDA roulette and is not for the faint of heart. Cramer would hold onto Nvidia (NVDA), but admitted the stock is a "wide ride." Cramer said he's not a buyer of Nuance Communications (NUAN). Then, Cramer also clarified his position on Apple (AAPL). He said that yes, Apple is less of a company without founder and visionary Steve Jobs, but that doesn't mean its not still a great company and great stock to own. He said the company's chart says it all. LIGHTNING ROUND: (Bullish) DHR; DSW; ROST; TJX; ISRG; TKR. (Bearish) TSL; ZOLT; AFFY. http://www.thestreet.com/story/11412352/1/cramers-mad-money-recap-next-weeks-game-plan-update-1.html :theflyonthewall.com |
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February 10, 2012
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| 16:01 EDT |  | GM |
| theflyonthewall.com: | Options Update; February 10, 2012 | | CBOE Volatility Index-VIX up 2.20 to 20.83. Option volume leaders today: C BAC GM AAPL according to Track Data. :theflyonthewall.com |
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| 07:07 EDT | | GM |
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February 9, 2012
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| 06:40 EDT |  | GM |
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February 8, 2012
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| 13:34 EDT | | GM |
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| 13:16 EDT | | GM |
| theflyonthewall.com: | GM's European unit to report loss for Q4 "deeper than $300M," Reuters reports | | According to sources, GM's European unit will report a Q4 loss "deeper than $300M," Reuters reports. The sources say there will be no immediate Opel plant closures under the GM turnaround plan. :theflyonthewall.com |
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| 10:59 EDT | | GM |
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| 10:24 EDT |  | GM |
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| 07:08 EDT | | GM |
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| 06:22 EDT | | GM |
| theflyonthewall.com: | On the Fly: Periodicals Wrap-Up | | WALL STREET JOURNAL: GM (GM) is preparing to disclose "horrendous" Q4 losses in its European Opel/Vauxhall unit and is demanding steep cuts from labor unions there, a GM official said, adding that the auto maker's patience with the money-losing operation is running out, the Wall Street Journal reports...Apple (AAPL) asked the European Telecommunications Standards Institute to set basic principles governing how member companies license their patents, the Wall Street Journal reports...BLOOMBERG: JPMorgan Chase (JPM), Bank of America (BAC) and Wells Fargo (WFC) were sued by New York Attorney General Schneiderman over the use of a mortgage database that the state said led to improper foreclosures, Bloomberg Businessweek reports...Wall Street groups, the International Swaps and Derivatives Assn. and the Securities Industry and Financial Market Assn., sought to have U.S. District Judge Robert Wilkins in Washington delay a U.S. Commodity Futures Trading Commission rule that limits speculation, saying the regulation is already imposing “significant, irreversible costs,” Bloomberg reports...REUTERS: British Airways (BAIRY) and Japan Airlines (JALSY) agreed on a revenue sharing deal for flights between Europe and Japan, Reuters reports. :theflyonthewall.com |
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| 05:40 EDT | | GM |
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February 6, 2012
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| 07:12 EDT | | GM |
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| 06:32 EDT | | GM |
| theflyonthewall.com: | General Motors aims to earn $10B a year, WSJ reports | | Three years after its government bailout, General Motors (GM) is aiming to make over $10B a year, reports the Wall Street Journal. Next week the automaker is expected to report 2011 net income of about $8B, sources say. Reference Link :theflyonthewall.com |
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| 05:46 EDT | | GM |
| theflyonthewall.com: | Ford sent formal letter asking GM to pull Super Bowl ad, Detroit News reports |
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February 5, 2012
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| 14:30 EDT | | GM |
| theflyonthewall.com: | Car dealers in U.S. see 13.9M vehicle sales in FY12, WSJ says | | U.S. car dealers expect sales of 13.9M new vehicles in the U.S. this year, says the Wall Street Journal. Reference Link :theflyonthewall.com |
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February 3, 2012
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| 14:49 EDT | | GM |
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February 2, 2012
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| 09:22 EDT | | GM |
| theflyonthewall.com: | General Motors pulls out of almost 50% of Q2 upfront ad buys, Ad Week says | | General Motors (GM) exercised options to cancel a substantial portion of its Q2 upfront advertising commitments, pulling out of nearly 50% of its upfront buys in broadcast and cable for the time period, the maximum allowed under its network contracts, reported Ad Week yesterday afternoon, citing sources. Reference Link :theflyonthewall.com |
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| 09:10 EDT | | GM |
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| 06:19 EDT | | GM |
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February 1, 2012
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| 14:06 EDT | | GM |
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| 10:05 EDT | | GM |
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| 10:03 EDT | | GM |
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| 10:03 EDT | | GM |
| theflyonthewall.com: | General Motors says January U.S. retail deliveries declined 15% | | :theflyonthewall.com |
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| 10:02 EDT | | GM |
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| 10:02 EDT | | GM |
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| 08:06 EDT |  | GM |
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| 07:06 EDT | | GM |
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| 06:43 EDT | | GM |
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January 31, 2012
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| 13:20 EDT | | GM |
| theflyonthewall.com: | General Motors settles environmental liabilities with U.S | | Preet Bharara, the United States Attorney for the Southern District of New York, announced that the United States has entered into a settlement agreement with a successor trust to Chapter 11 debtor Motors Liquidation Company, formerly known as General Motors Corporation, to settle Old GM’s environmental liabilities. Under the terms of the agreement, the EPA will receive allowed bankruptcy claims collectively exceeding $20.9M to settle environmental claims. The allowed claims will be paid in stock and warrants of General Motors in an amount to be determined through the bankruptcy. The United States anticipates that, as a function of bankruptcy law, the GM stock and warrants received by EPA will have a cash value of less than the face amount of EPA’s allowed claim. In addition to this allowed claim of $20.9M, certain third parties will perform cleanup work valued at $2.89M. :theflyonthewall.com |
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| 13:00 EDT | | GM |
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| 07:23 EDT | | GM |
| theflyonthewall.com: | Hyundai Mobis in parts deal with GM, Chrysler, Reuters reports | | The South Korean firm Hyundai Mobis signed deals valued at $1.07B to supply auto parts to GM (GM) and Chrysler Group (FIATY), reports Reuters. Reference Link :theflyonthewall.com |
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| 06:20 EDT | | GM |
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| 06:16 EDT | | GM |
| theflyonthewall.com: | General Motors turns over global media buying account to Aegis, NY Post reports |
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| 04:50 EDT | | GM |
| theflyonthewall.com: | TomTom GPS devices now available at Chevrolet dealerships across the U.S. | | TomTom announces an agreement with General Motors where they will offer TomTom navigation to Chevrolet vehicle buyers. Chevrolet dealerships are offering TomTom portable navigation devices, or PNDs, to customers who purchase a 2009 or newer Camaro, Colorado, Cobalt, Express, Impala or HHR. Customers who purchase one of these vehicles will have the option to choose from the TomTom VIA 1405 or VIA 1505. :theflyonthewall.com |
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