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News Breaks | | | | October 2, 2012 | | 05:26 EDT |  | MNST, HPQ, HD, DVN, FTR, BGS, UNP, TSO, INTC, MT, DECK, CELG, PLD, FDX, S, PG, SHLD, WDC, COG, YHOO | Jim Cramer's "Mad Money"
Jim Cramer learned a long time ago to never fight the Fed. He said, "If the central bank is working hard to spur manufacturing or strengthen the banks, eventually it will succeed, and the last place an investor wants to be is on the wrong side of that trade." The banks, oils, copper, aluminum and materials stocks are all on the Fed's radar, said Cramer, and those are the stocks that were lifted most by Monday's macro news. There is no right or wrong when it comes to whether the micro or macro picture matters more over the long term, Cramer concluded, but at least for Monday the abstract macro picture was the one to which the markets paid more attention. Now that Q3 is behind us, Cramer said he's doing his own "check down" to see where the best investing opportunities are. In the Dow, Cramer said Home Depot (HD) was one of the best performers, up 14% last quarter, but that story is no longer new. Procter & Gamble (PG) was also up big last quarter, but needs a pullback to be investable. In the losing column, there's Intel (INTC), down 15% in Q3, but there's no bull case to be made with that stock or with Hewlett-Packard (HPQ), another Dow laggard. Over on the S&P 500, Cramer said there are lots of hot stocks including Sprint Nextel (S) and Tesoro (TSO), but those stocks also need big pullbacks to be investable. Monster Beverage (MNST) is intriguing, he said, but energy drinks are a tricky category. That's why Cramer chose next to look for sectors that have been left behind, particularly the transports. He immediately said no to the airlines and the trucking companies after FedEx (FDX) gave such poor guidance, which left him with the rails, a sector that doesn't compete with itself, doesn't have European exposure and has been hit hard by falling coal demand. Cramer said he chose Union Pacific (UNP) as his favorite rail. Next, Cramer congratulated CEO Marissa Mayer on the rebirth of Yahoo! (YHOO). He said this ailing Internet giant is now finally worth buying again. Cramer said Mayer may finally be the one to unlock the tremendous value that's hidden inside the company. Cramer said Yahoo!'s remaining stake in Alibaba is worth at least $5.8B, its Yahoo Japan assets another $4.77B. Add that the $5.84/sh of cash on hand and Yahoo! is already valued at $14.84/sh, leaving its core U.S. businesses, including mail, sports, finance, Flickr and more, valued at just $1/sh. Cramer said that Yahoo!'s core business is worth at least $7.17/sh, taking the total value up to $22/sh. Yahoo reports Oct. 22. EXECUTIVE DECISION: Cramer spoke with Hamid Moghadam, chairman and co-CEO of Prologis (PLD), a global logistics REIT that specializes in warehouse and distribution buildings. Prologis sports a 3.25% dividend yield and has seen its shares rise 21% so far this year. Cramer said Prologis is a real grower with a great dividend yield. NO HUDDLE OFFENSE: Cramer said he'd be a buyer of B&G Foods' (BGS) coming secondary 3.65M-share offering of stock. LIGHTNING ROUND: (Bullish) COG; CELG. (Bearish) FTR; WDC; DECK; DVN; SHLD; MT. Reference Link | |
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News For HD;PG;INTC;HPQ;S;TSO;MNST;FDX;UNP;YHOO;PLD;BGS;COG;CELG;FTR;WDC;DECK;DVN;SHLD;MT From The Last 14 Days Check below for free stories on HD;PG;INTC;HPQ;S;TSO;MNST;FDX;UNP;YHOO;PLD;BGS;COG;CELG;FTR;WDC;DECK;DVN;SHLD;MT the last two weeks. |
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| June 19, 2013 | | 09:03 EDT |  | FDX | FedEx guidance for FY14 looks conservative, says Citigroup
 Subscribe for More Information | | | 08:54 EDT |  | FDX | FedEx sees Q1 EPS growth to be 'solid but challenged'
Subscribe for More Information | | | 08:45 EDT | | FDX | FedEx continues to see U.S. GDP to grow 2% in CY13
Projects U.S. GDP growth of 2% for calendar year 2013 and 2.5% for calendar year 2014. Expects industrial production growth of 2.8% in calendar 2013 and 3.5% in calendar 2014. Projections from FedEx Q4 earnings conference call. | | | 08:44 EDT | | S | Sprint acquisition by SoftBank likely to be approved, says Wells Fargo
Subscribe for More Information | | | 08:08 EDT |  | YHOO | Merkel tells Obama: Internet monitoring must have proper limits, Reuters reports
Subscribe for More Information | | | 08:05 EDT | | S | Sprint down 3% to $7.10 after DISH ends takeover pursuit
Subscribe for More Information | | | 07:59 EDT |  | S | Sprint downgraded at Macquarie
As previously reported, Macquarie downgraded Sprint to Neutral from Outperform. The firm recommends taking profits and believes the company is entering a period of heavy investment. Price target is $8. | | | 07:37 EDT | | FDX | FedEx reports Q4 FedEx Freight revenue down 1% to $1.39B
Subscribe for More Information | | | 07:36 EDT | | FDX | FedEx reports Q4 FedEx Ground revenue up 12% to $2.78B
Subscribe for More Information | | | 07:35 EDT | | FDX | FedEx reports Q4 FedEx Express revenue up 3% to $6.98B
Subscribe for More Information | | | | 07:32 EDT | | FDX | FedEx sees FY14 EPS growth 7%-13%, consensus $7.36
Subscribe for More Information | | | 07:30 EDT | | FDX | FedEx reports Q4 EPS ex-items $2.13, consensus $1.96
Subscribe for More Information | | | 07:13 EDT | | S | Telecom industry looks to grow through acquisition, Bloomberg reports
Global telecommunications companies are chasing after deals from Kansas to Munich in a quest for revenue growth that could lead to the biggest year for mergers in the industry since at least 2006, reports Bloomberg. Over $80B in telecommunications and cable transactions have already been announced or completed this year Reference Link | | | 07:11 EDT | | S | Softbank moves closer to acquiring Sprint, Reuters reports
Subscribe for More Information | | | 06:26 EDT | | S | Sprint downgraded to Neutral from Outperform at Macquarie
Subscribe for More Information | | | 06:12 EDT | | HPQ | HP CEO Whitman reorganizes PC business, Bloomberg reports
Hewlett-Packard CEO Meg Whitman is reorganizing the company’s troubled PC business, and is replacing the longtime head Todd Bradley with one of his deputies as PC's slump worldwide, reports Bloomberg. Dion Weisler, hired by Bradley last year from Lenovo Group to lead PCs and printing in Asia, is assuming global responsibility for the units. Reference Link | | | 06:08 EDT | | S | On the Fly: Periodicals Wrap-Up
Subscribe for More Information | | | June 18, 2013 | | 18:36 EDT | | S | DISH issues update on Sprint proposal
Subscribe for More Information | | | 17:12 EDT | | INTC | Nvidia to begin licensing GPU cores, visual computing portfolio
Subscribe for More Information | | | 16:13 EDT | | MNST | AMA adopts policy supporting ban of marketing energy drinks to kids
The American Medical Association, or AMA, announced that it voted during its Annual Meeting to adopt several new policies on emerging issues in public health and science. Among the policies adopted was support for a ban of the marketing of high stimulant/caffeine drinks to adolescents under the age of 18. "Energy drinks contain massive and excessive amounts of caffeine that may lead to a host of health problems in young people, including heart problems, and banning companies from marketing these products to adolescents is a common sense action that we can take to protect the health of American kids," said AMA board member Alexander Ding, M.D. The Fly notes that Forbes reported earlier this week that the AMA might endorse such a ban. | | |
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