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May 25, 2012
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| 06:38 EDT |  | HPQ |
| theflyonthewall.com: | Google hires team leading HP's ENyo HTML 5 development project, AllThingsD says | | Google (GOOG) has hired a team of about half a dozen people leading HP's (HPQ) Enyo HTML 5 development project, sources tell AllThingsD. Google did not strike a deal with HP to buy the technology, a source says, but has been talking over the past month with individual workers. Reference Link :theflyonthewall.com |
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| 06:26 EDT |  | HPQ |
| theflyonthewall.com: | Options Update; May 25, 2012 | | CBOE Volatility Index-VIX down 28c to 22.05. Option volume leaders: HPQ BAC JPM AAPL according to Track Data. :theflyonthewall.com |
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May 24, 2012
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| 17:08 EDT |  | HPQ |
| theflyonthewall.com: | Hewlett-Packard files automatic mixed securities shelf | | :theflyonthewall.com |
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| 16:19 EDT |  | HPQ |
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| 14:56 EDT | | HPQ |
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| 12:23 EDT | | HPQ |
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| 09:41 EDT | | HPQ |
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| 09:23 EDT |  | HPQ |
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| 09:17 EDT | | HPQ |
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| 09:15 EDT | | HPQ |
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| 09:14 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard CEO: In 2013 we should be able to grow company again | | :theflyonthewall.com |
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| 09:10 EDT |  | HPQ |
| theflyonthewall.com: | Hewlett-Packard gaps up after results, resistance is at $23.61 pivot | | :theflyonthewall.com |
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| 09:08 EDT | | HPQ |
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| 09:08 EDT | | HPQ |
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| 07:37 EDT |  | HPQ |
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| 07:31 EDT | | HPQ |
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| 07:12 EDT | | HPQ |
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| 06:38 EDT | | HPQ |
| theflyonthewall.com: | Stocks with implied volatility movement; AMLN HPQ | | Stocks with implied volatility movement: Amylin (AMLN), Hewlett-Packard (HPQ) according to iVolatility :theflyonthewall.com |
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| 06:32 EDT | | HPQ |
| theflyonthewall.com: | PC shipments could see only slight sequential growth in Q2, Digitimes reports | | With orders from Europe suddenly growing weak, PC vendors are concerned that Q2 shipments may not be as strong as originally expected, according to Digitimes. Reference Link :theflyonthewall.com |
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| 06:23 EDT | | HPQ |
| theflyonthewall.com: | Autonomy founder Mike Lynch to leave HP, FT reports | | Mike Lynch, the founder of Autonomy, is leaving Hewlett-Packard (HPQ), the Financial Times reports. HP CEO Meg Whitman told analysts on its earnings conference call that Autonomy suffered "very disappointing" licensing revenues in Q2. Lynch will be replaced by software head Bill Veghte. Reference Link :theflyonthewall.com |
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| 06:10 EDT | | HPQ |
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May 23, 2012
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| 23:28 EDT | | HPQ |
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| 17:27 EDT | | HPQ |
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| 17:18 EDT | | HPQ |
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| 17:10 EDT | | HPQ |
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| 17:05 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard expects pricing environment to remain competitive | | Services margins are expected to remain in the 10%-12% range for the remainder of FY12. Expects continued decline in Business Critical Systems revenue and the resulting pressure on ESSN margins. :theflyonthewall.com |
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| 17:00 EDT | | HPQ |
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| 16:55 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard says consumer notebook demand "remains soft" | | :theflyonthewall.com |
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| 16:47 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard: Restructuring to generate cost savings of $3-$3.5B by end FY14 |
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| 16:45 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard: Performance has stabilized, but still lots of work to be done |
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| 16:42 EDT | | HPQ |
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| 16:41 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard says realignment of PC and printing businesses "going well" | | Sees tremendous potential for accelerated growth and efficiency through common branding, improved marketing, better retail positioning, and more attractive product bundles. :theflyonthewall.com |
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| 16:38 EDT | | HPQ |
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| 16:27 EDT | | HPQ |
| theflyonthewall.com: | On The Fly: Closing Wrap | | Stocks on Wall Street were mixed following a furious rally to close the day. Stock futures were sharply lower in premarket trading pointing to a continuation of the market’s slide from late yesterday. The weakness in the U.S. futures followed poor sessions for stocks in Asia and early weakness in European equities, which only worsened as the day moved forward. The futures action led to a lower open for the broader market and the better than expected new home sales and home price reports could not bring in buyers. The market selling intensified throughout the morning until finally finding a level near noon, from which the market held and drifted higher. In the last hour of trading markets rose sharply to wind up mixed, and nearly up, for the day… ECONOMIC EVENTS In the U.S., new home sales increased 3.3% in the month of April to a 343K annual rate, versus expectations of an increase of 2.1%. The House Price Index showed an increase of 0.5% for the month of March, versus expectations of an increase of 0.3%. In Europe, equities slumped badly and the euro tumbled to its lowest level versus the dollar since August 2010 ahead of an informal summit meeting Wednesday night planned by European leaders. Expectations are that German Chancellor Angela Merkel will hold a hard line against mounting pressure to consider joint eurobonds... COMPANY NEWS: Shares of Dell (DELL) plunged $2.59, or 17.18%, to $12.49 after the company reported weaker than expected Q1 results and guided to Q2 revenue below consensus. The company's commentary on the challenging economic backdrop and how consumers have moved toward mobile devices and away from traditional PCs sunk peers as well, including Hewlett-Packard (HPQ), which fell before releasing a disappointing earnings report after the market closed. Meanwhile, two congressional committees set out to investigate Facebook’s (FB) troubled initial public offering… MAJOR MOVERS: Among the notable gainers were PetSmart (PETM), up $7.30, or 13.12%, to $62.92, following its "beat and raise" report, and Compuware (CPWR), up 80c, or 9.47%, to $9.25, after the company beat revenue expectations. Noteworthy losers included Qihoo 360 (QIHU), down 78c, or 3.64%, to $20.62, following its quarterly report and the appointment of a new co-CFO, and Juniper Networks (JNPR), down 76c, or 4.22%, to $17,23, after Goldman Sachs announced its view that ALU’s entry into core routing was an incremental negative for Juniper, following cautious comments by the company’s CEO the day before at their annual stockholder meeting. INDICES: The Dow lost $6.66, or 0.05%, to $12,496.15; the Nasdaq rose $11.04, or 0.39%, to $2,850.12; and the S&P 500 added $2.23, or 0.17%, to $1,318.86. :theflyonthewall.com |
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| 16:16 EDT |  | HPQ |
| theflyonthewall.com: | Hewlett-Packard sees FY12 adjusted EPS $4.05-$4.10, consensus $4.03 | | :theflyonthewall.com |
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| 16:15 EDT | | HPQ |
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| 16:14 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard reports Q2 software revenue up 22% YoY | | 17.7% operating margin, including results of Autonomy. Software revenue was driven by 7% license growth, 17% support growth, and 72% growth in services. Autonomy saw a significant decline in license revenue. :theflyonthewall.com |
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| 16:13 EDT | | HPQ |
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| 16:12 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard reports Q2 ESSN revenue down 6% YoY | | 11.2% operating margin. Networking revenue was up 2%, Industry Standard Servers revenue was down 6%, Business Critical Systems revenue was down 23%, and Storage revenue was up 1% year over year. :theflyonthewall.com |
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| 16:11 EDT | | HPQ |
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| 16:11 EDT | | HPQ |
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| 16:10 EDT | | HPQ |
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| 16:07 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard to layoff about 27,000 employees | | HP expects to record a pre-tax charge of approximately $1.7B in FY12 that will be included in its GAAP financial results for that period. Of that amount, HP expects to record a pre-tax charge of approximately $1B in its third fiscal quarter. The cash impact associated with the restructuring efforts is expected to be approximately $400M in FY12. Through FY14, HP expects to record additional pre-tax charges approximating $1.8B that will be included in its GAAP financial results for the applicable periods. :theflyonthewall.com |
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| 16:06 EDT | | HPQ |
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| 15:44 EDT | | HPQ |
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| 14:39 EDT | | HPQ |
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| 12:18 EDT | | HPQ |
| theflyonthewall.com: | On The Fly: Midday Wrap | | Stocks on Wall Street were lower by about 1.5% at midday, following the lead of markets in Europe and Asia. The weakness is again being attributed to growing concern over Greece and its ability, and possibly willingness, to remain in the euro. The market essentially ignored the better than expected U.S. new home sales data and the home price index report and instead continued the down trend which began a few weeks ago... ECONOMIC EVENTS: In the U.S., new home sales increased 3.3% in the month of April to a 343K annual rate, versus expectations of an increase of 2.1%. The House Price Index showed an increase of 0.5% for the month of March, versus expectations of an increase of 0.3%. In Europe, equities slumped badly and the euro tumbled to its lowest level versus the dollar since August 2010 ahead of an informal summit meeting Wednesday night planned by European leaders. Expectations are that German Chancellor Angela Merkel will hold a hard line against mounting pressure to consider joint eurobonds. In Asia, stocks fell as well, as the World Bank cut its grow forecasts for the Asia-Pacific region, including China, to 7.6% for 2012 compared to 8.2% last year... COMPANY NEWS: Shares of Dell (DELL) plunged $2.66, or 17.64%, to $12.42 after the company reported weaker than expected Q1 results and guided to Q2 revenue below consensus. The company's commentary on the challenging economic backdrop and how consumers have moved toward mobile devices and away from traditional PCs sunk peers as well, including Hewlett-Packard (HPQ), which is due to report after the close... MAJOR MOVERS: Among the notable gainers were PetSmart (PETM), up about 11%, following its "beat and raise" report, and Expedia (EXPE), up nearly 5%, after Piper Jaffray said in a note to investors that it raised it price target on shares, citing impressive growth in the number of people visiting the company's European website last month. Noteworthy losers included Qihoo 360 (QIHU), down almost 8%, following its quarterly report and the appointment of a new co-CFO, and Cree (CREE), down another 6%, as it slid for a second straight day and a Wunderlich analyst drew parallels between Cree and troubled solar energy company First Solar (FSLR)... INDICES: Near noon, the Dow was down 182.43, or 1.46%, to 12,320.38; the Nasdaq was down 42.45, or 1.50%, to 2,796.63; and the S&P 500 was down 19.17, or 1.46%, to 1,297.46. :theflyonthewall.com |
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| 10:38 EDT | | HPQ |
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| 10:18 EDT | | HPQ |
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| 10:11 EDT | | HPQ |
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| 09:52 EDT | | HPQ |
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| 08:55 EDT | | HPQ |
| theflyonthewall.com: | HP could see Q2 results hurt more by Europe than Dell, AllThingsD says | | Given Hewlett-Packard's (HPQ) exposure to the faltering markets in Europe, which Dell (DELL) commented on in its own earnings report, H-P could see its Q2 results hurt more by Europe than Dell, according to AllThingsD. Investors will also be very focused on CEO Meg Whitman's plans for restructuring and job cuts, the report said. Reference Link :theflyonthewall.com |
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May 22, 2012
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| 17:55 EDT | | HPQ |
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May 21, 2012
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| 11:23 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard volatility increases as shares trend lower into Q2 | | Hewlett-Packard June call option implied volatility is at 41, August is 37; above its 26-week average of 33 according to Track Data, suggesting larger price movement into the expected release of Q2 results on May 23. :theflyonthewall.com |
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May 20, 2012
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| 09:40 EDT | | HPQ |
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May 18, 2012
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| 06:37 EDT | | HPQ |
| theflyonthewall.com: | Proportion of ultrabooks equipped with SSDs to drop in Q2, DigiTimes reports | | The proportion of ultrabooks equipped with SSDs will drop to 56% in Q2 from 86% in Q1 as vendors attempt to cut component costs to keep down prices, according to research from DigiTimes. Reference Link :theflyonthewall.com |
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May 17, 2012
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| 13:51 EDT | | HPQ |
| theflyonthewall.com: | H-P considers cutting as much as 8% of workforce, Bloomberg reports | | Hewlett-Packard (HPQ) is considering cutting about 8% of its workforce, or as many as 25,000 jobs, with as many as 10,000-15,000 of the cuts coming from its enterprise services group, reported Bloomberg, citing sources briefed on the plans. Reference Link :theflyonthewall.com |
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| 13:37 EDT | | HPQ |
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| 08:29 EDT | | HPQ |
| theflyonthewall.com: | H-P fires back at Oracle in ongoing fight over Itanium, AllThingsD says | | Hewlett-Packard (HPQ) released documents related to its lawsuit with Oracle (ORCL) centered on Intel's (INTC) Itanium chips, with H-P's release intended to paint Oracle, the new owner of Sun Microsystems, as out to hurt H-P's Business Critical Server operation, according to AllThingsD. H-P released the documents in retaliation to a new offensive by Oracle meant to increase the pressure on H-P and take its case to the marketplace, the report added. Reference Link :theflyonthewall.com |
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| 06:36 EDT | | HPQ |
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| 06:16 EDT | | HPQ |
| theflyonthewall.com: | Foxconn denies rumors it will seek investments from clients, Digitimes reports | | Foxconn has denied that it will seek strategic investments with clients including Apple (AAPL) and Hewlett-Packard (HPQ) to compete against Samsung Electronics, according to Digitimes. Reference Link :theflyonthewall.com |
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May 16, 2012
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| 07:47 EDT | | HPQ |
| theflyonthewall.com: | HP helps T-Mobile save time, money with converged infrastructure and services | | Hewlett-Packard, or HP, (HPQ) announced it has delivered an HP AppSystem for the SAP HANA database and related services to T-Mobile USA, Inc., helping the wireless provider shorten the time required to analyze information from more than one week to less than a day. T-Mobile is the U.S. wireless operation of Deutsche Telekom AG (DTEGY). :theflyonthewall.com |
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| 06:25 EDT | | HPQ |
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May 15, 2012
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| 08:17 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard should report stronger than expected results, says RBC Capital |
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| 06:23 EDT | | HPQ |
| theflyonthewall.com: | Labor, power shortages could turn worse as notebook demand rises, DigiTimes says |
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| 06:21 EDT | | HPQ |
| theflyonthewall.com: | Qualcomm Snapdragon shortage forcing vendors to other options, DigiTimes says |
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| 06:17 EDT | | HPQ |
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| 06:04 EDT | | HPQ |
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| 05:19 EDT | | HPQ |
| theflyonthewall.com: | HP speaks: court rejects Oracle's motion to dismiss HP's claims in Itanium suit |
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May 14, 2012
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| 07:50 EDT | | HPQ |
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| 06:03 EDT | | HPQ |
| theflyonthewall.com: | USPS banning international shipments of laptops, iPads, AP reports | | The U.S. Postal Service is banning shipments of electronics with lithium batteries internationally, due to the risk of fire, the Associated Press reports. The ban includes electronics such as smartphones, laptops and iPads. Reference Link :theflyonthewall.com |
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May 13, 2012
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| 15:54 EDT | | HPQ |
| theflyonthewall.com: | Dodge & Co''s Pohl/Strandberg think Barclays, HP are 'good bets', Barron's says |
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May 11, 2012
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| 13:53 EDT | | HPQ |
| theflyonthewall.com: | H-P boss says "everything on table" in terms of restructuring, layoffs, CRN says |
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| 04:59 EDT | | HPQ |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer noted that housing is coming back "and it's going to take a lot of sectors with it." Cramer said the housing market may have bottomed out in 2007, but things are finally beginning to change as homebuilders like Toll Brothers (TOL) and Lennar (LEN) are up 31% and 40% for the year, respectively. Home builders need materials, said Cramer, so why not look into a Masco (MAS) or Sherwin-Williams (SHW) or Owens Corning (OC)? All of these stocks are cheap, Cramer says. Home buyers will need loans, so that's good news for Wells Fargo (WFC) and US Bancorp (USB), said Cramer. They will also need insurance, think Travelers (TRV). While those may be the obvious plays, Cramer said there are plenty of other companies that benefit as well. Time Warner (TWX) will provide cable service to many new homes while Verizon (VZ) and AT&T (T) will provide phone service. Cramer also touted retail, which does well when homes are increasing in value. He likes Bed Bath & Beyond (BBBY), along with Home Depot (HD) and Costco (COST). EXECUTIVE DECISION: Cramer once again sat down with Richard Pops, chairman and CEO of drug maker Alkermes (ALKS), a company that expects to see double-digit revenue growth next year. Pops said that Alkermes is now in the sweet spot; it's large enough that it has all of the resources it needs to make medicines, get them approved and manufacture them, but it's also not too big that bureaucracy slows its pace of innovation. One of Alkermes' most promising treatments is for alcoholism. And, it also has a promising drug in phase III testing for schizophrenia. Cramer said he continues to like the innovation and growth at Alkermes, even if the company remains a speculative play, as it still has no earnings. OFF THE CHARTS:The technicals are warning investors to be more cautious going forward, as another 5% drop to the downside could be looming. "Keep your eye on the CBOE Volatility Index (VIX)", Cramer concluded. NO HUDDLE OFFENSE: While everything is going right inside Cisco (CSCO), outside factors, including decreasing government spending, are an issue that every technology company will need to address in the near future, Cramer says. Next, Cramer revisited the Hospitality Index, a group of stocks created by restauranteur Danny Meyer in 2009. The Hospitality Index consisted of 17 stocks including Whole Foods (WFM), Chipotle Mexican Grill (CMG), Apple (AAPL), Costco (COST) and Amazon.com (AMZN). Since its introduction in 2009, the S&P 500 has delivered a 65% return while the Hospitality Index returned a stellar 257% return with only one stock, DreamWorks Animation (DWA), posting a loss. Cramer said the same things that have made these companies a success over the past three years still hold true today. LIGHTNING ROUND: Hewlett-Packard (HPQ): Cramer doesn't like the stock at all and says "it can go lower, much lower." Pan American Silver (PAAS) is the best house in a shaky neighborhood. Cramer doesn't want to own any miners, they're too dangerous. Hercules Offshore (HERO) If you consider it a speculative stock, Cramer blesses it as a long-term bet on oil. Prudential (PRU) Cramer likes it, but is cautious as the stock doesn't have yield protection. Zipcar (ZIP) Cramer said he would look again when the stock is between $6 and $9 a share. Chesapeake Granite Wash Trust (CHKR) Cramer thinks you can buy it lower. Deere & Co.(DE): "It's a good company but the commodities are weak". Cramer wants to be 'careful'. Reference Link :theflyonthewall.com |
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