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February 9, 2010
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| 08:19 EDT |  | HAS |
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February 8, 2010
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| 20:11 EDT |  | HAS |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said, "The semiconductor stocks are back." They now have both cyclical and secular growth trends going in their favor, and the analysts haven't even noticed it yet. Cramer said he poured over the conference calls of dozens of semiconductor stocks over the weekend, and company after company delivered blowout earnings that were just too large to be written off as strength from a recovery global economy. He said the semis are clearly benefiting from both the cyclical economic trend as well as a long-term secular boom in digital gadgets, from cell phones to e-book readers and from smart electric power to smarter cars. Cramer said the analysts are dismissing the trend as routine growth, which is a mistake, and an opportunity for investors to get in ahead of the curve. Cramer said clearly that he doesn't care which semiconductor stock investors choose, as long as they choose at least one for their portfolio. Cramer interviewed Rep. John Sullivan (R., Okla.), about his efforts to bring natural gas into the mainstream of America's energy policy. Sullivan shared Cramer's view that natural gas needs to be the bridge fuel for America to ween itself from foreign oil until alternative energies like wind, solar and biofuels can come into fruition. Next, Cramer said, investors could've seen the earnings beat at toy maker Hasbro (HAS) coming, if they had been paying attention to the company's dividend boost last Thursday. Cramer explained that nothing shows a company's strength more than when it boosts its dividend. Hasbro is a lot more than just Monopoly, Cramer told viewers. That's why he recommended the stock on July 19 and is up 38% on that recommendation. Cramer said with several blockbuster movies like Iron Man 2 and Toy Story 3 on the horizon, Hasbro should continue to deliver the stock, and dividend, growth investors are looking for. MAD MAIL: Cramer told a viewer that Mattel (MAT) is not as good as Hasbro, but it's a good company. Cramer told another viewer that he's still a believer in Apple (AAPL), but he did lower his price target on Google (GOOG) because of the company's friction with China. Cramer told a third viewer that he does not like Atmel (ATML) as much as rival Skyworks Solutions (SWKS). Cramer told a final viewer that Nucor (NUE) remains his favorite steel stock and he'd continue to stick with it. LIGHTNING ROUND: (Bullish) NKE; GLD; EGO; GILD; V; CHD; CLX; CL; POT; TNH. (Bearish) SSRI. Reference Link :theflyonthewall.com |
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| 16:37 EDT |  | HAS |
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| 14:24 EDT | | HAS |
| theflyonthewall.com: | Hasbro target raised to $42 at Morgan Joseph | | Morgan Joseph raised its target on Hasbro after the company reported better than expected Q4 results. The firm believes that the company can sustain its gross margins at Q4 levels and it maintains a Buy rating on the stock. :theflyonthewall.com |
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| 13:49 EDT |  | HAS |
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| 09:42 EDT | | HAS |
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| 09:38 EDT | | HAS |
| theflyonthewall.com: | Hasbro says does not have "any significant customer concerns" | | On the Q4 earnings conference call, Hasbro (HAS) reiterated the quality of its receivables portfolio remains good and said it does not have "any significant customer concerns." Hasbro said it is comfortable with its inventory on hand and at retail and noted that its joint venture with Discovery (DISCA) was profitable in Q4. The company also said that it continues to want to build its business with Marvel Entertainment (MVL). :theflyonthewall.com |
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| 09:22 EDT | | HAS |
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| 09:17 EDT | | HAS |
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| 06:40 EDT |  | HAS |
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| 06:39 EDT | | HAS |
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February 5, 2010
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| 16:23 EDT | | HAS |
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| 15:28 EDT | | HAS |
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| 11:35 EDT | | HAS |
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February 4, 2010
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| 15:46 EDT | | HAS |
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