|
February 2, 2012
|
| 04:37 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson introduces two new motorcycle models | | Harley-Davidson announced the introduction of two new motorcycle models, the Seventy-Two and the Softail Slim, each inspired by current trends in the American garage-built custom motorcycle scene. Both new models are mid-year additions to the 2012 Harley-Davidson motorcycle line-up, and will be available immediately at authorized Harley-Davidson dealers. :theflyonthewall.com |
|
|
February 1, 2012
|
| 22:21 EDT |  | HOG |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said Wednesday's markets gave investors so many ways to win and better yet, it gave it when investors were least expecting it. Whirlpool (WHR) was able to beat and raise estimates, all while most investors thought the housing market was still declining. He said that Boeing (BA) shares were able to trade higher, despite defense cutbacks in Washington. And Navistar (NAV) also ticked higher on news of its partnership with Clean Energy Fuels (CLNE). Then of course there was the announcement of the Facebook IPO, a deal that's so hot investors are even buying up shares of the underwriters. In technology, Cramer admitted that Amazon.com (AMZN) disappointed, but the markets also has a surprise beat from disk drive maker Seagate (STX), which rose 21% in a single day. Internationally, the markets received news that China's economic soft-landing is indeed happening, something that bodes well for companies levered to China like Caterpillar (CAT), Yum Brands (YUM) and Coach (COH), the latter two hitting 52-week highs Wednesday. Put all of these factors together, said Cramer, and its easy to see why he's so excited about the possibilities. Cramer opined on what to do with Amazon.com (AMZN) after the company's disappointing earnings. His conclusion? Don't do anything. Cramer said Amazon has proven to be a consistent winner on weakness, and selling shares after a sell-off has always been a terrible bet. He concluded that Amazon is a "wait-and-see" situation. For Wednesday's installment of his "Show Off Stocks" series, Cramer highlighted motorcycle legend Harley Davidson (HOG), which is seeing demand for its product grow at the fastest pace since 2005. The company is diversifying its customer base and now aggressively attracting younger riders, as well as women and minorities. Additionally, Harley is completing a major restructuring this year that will shave $325M a year off the company's cost structure. Trading at just 13.5x earnings with a 14.5% long-term growth rate, Cramer said shares of Harley Davidson are far too cheap. EXECUTIVE DECISION: Cramer checked in with David Demshur, chairman, president and CEO of Core Labs (CLB), an oil service technology company that Cramer said is the one to buy. Among the areas Demshur was most excited about were deep water drilling off of Brazil and Angola as well as projects in the Middle East and off the coast of Australia. He said Core Labs believes in long-term shareholder appreciation and will remain committed to the company's dividend and stock re-purchase program. Cramer continued his recommendation of Core Labs and again told investors to use the weakness which occurs after every earnings release to buy in. LIGHTNING ROUND: (Bullish) URI; AAPL; LSI; MX; AVAV; KFN. (Bearish) RIMM; BX. Reference Link :theflyonthewall.com |
|
|
January 26, 2012
|
| 07:47 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson valuation range raised to $50-$53 from $44-$47 at Wells Fargo |
Subscribe for More Information :theflyonthewall.com |
|
|
January 25, 2012
|
| 08:09 EDT |  | HOG |
|
|
January 24, 2012
|
| 09:58 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson says doesn't see closing any U.S. dealerships in 2012 | | :theflyonthewall.com |
|
| 09:40 EDT |  | HOG |
|
| 09:32 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson sees annual savings $315M-$335M upon completion of restructuring | | :theflyonthewall.com |
|
| 09:30 EDT |  | HOG |
|
| 09:28 EDT |  | HOG |
| theflyonthewall.com: | Harley says cautious on U.S. recovery, concerned with Europe debt crisis | | :theflyonthewall.com |
|
| 09:20 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson sees 2012 operating income for HDFS to decrease compared to 2011 | | :theflyonthewall.com |
|
| 09:18 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson says to carry higher than usual inventory into Q2 | | The company says it will carry higher than usual inventory into Q2 as it prepares for the adoption of new system at York, PA. :theflyonthewall.com |
|
| 09:15 EDT |  | HOG |
|
| 09:08 EDT |  | HOG |
|
| 09:07 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson says will continue to keep a close eye on the marketplace | | :theflyonthewall.com |
|
| 09:04 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson sees FY12 tax rate approximately 35.5% | | :theflyonthewall.com |
|
| 09:03 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson says HDFS originated $2.2B in retail motorcycle loans in 2011 |
Subscribe for More Information :theflyonthewall.com |
|
| 09:01 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson says Q4 gross margin adversely impacted by raw materials costs | | :theflyonthewall.com |
|
| 09:00 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson says demand for its motorcycles remained strong in U.S. in Q4 |
Subscribe for More Information :theflyonthewall.com |
|
| 07:19 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson sees 2012 restructuring costs $50M-$60M | | Now expects restructuring costs $500M-$520M through 2013. Still sees savings from restructuring $315M-$335M beginning in 2014 :theflyonthewall.com |
|
| 07:17 EDT |  | HOG |
|
| 07:15 EDT |  | HOG |
|
| 07:10 EDT |  | HOG |
| theflyonthewall.com: | Harley-Davidson sees shiping 240,000-245,000 motorcycles worldwide in 2012 | | This is a 3%-5% increase vs. 2011. :theflyonthewall.com |
|
| 07:10 EDT |  | HOG |
|
| 07:07 EDT |  | HOG |
|
| 07:06 EDT |  | HOG |
|
|
January 23, 2012
|
| 11:38 EDT |  | HOG |
| theflyonthewall.com: | Earnings Preview: Harley-Davidson sees Q4 motorcycle shipments of 45,500-52,500 |
Subscribe for More Information :theflyonthewall.com |
|